How do I download Project details into a template?

export projects

To download a Project you must first create a Microsoft Office Word template which you will then populate with the Project information, the procedure only takes a few minutes simply open a blank Word document and include the following keywords where needed in the document and then save it as a (.docx) file.

Keywords which are recognised by RealtimeCRM:

  • {name} - Project name
  • {description} - Project description
  • {projectNumber} - Project RealtimeCRM ID number
  • {value} - The project value
  • {currentUserName} - The current user name
  • {accountManager} - The account manager’s name
  • {staff} - The list of staff names involved in this project (if provided)
  • {dueDate} - The project due date (if provided)
  • {companyName} - Company name (if provided)
  • {companyFormattedAddress} - Address of company (if provided)
  • {contactName} - Company contact name (if provided)
  • {date} - The date that the template is generated on

For each line item, you can specify the following tags

  • {name} - The name of the line item
  • {description} - The description of the line item
  • {value} - The value of the line item
  • {quantity} - The quantity of the line item
  • {total} - The total cost of the line item

You can loop through multiple items in your template by wrapping them as follows:

{#lineItems} {name} {quantity} {value} {total} {/lineItems}

download PO keywords To find all the keywords used by RealtimeCRM simply click the  Download as… button in the relevant Project record and from the drop-down menu select ‘How does this work?’, there you will find a list of keywords and what they will import into your Purchase Order template.

Here we’ve created a simple Project Initiation Document template that we will use in our example, the keywords will soon be replaced by the relevant corresponding information in the Project once we come round to downloading it.

Project template doc

Downloading your Project into the template

Now that you have set up your Microsoft Word Template save it as a (.docx) file making a note of which folder you have saved it to. Once it has been saved then complete the following steps:

  • Click on the Projects panel in the left hand side bar
  • Select the Project record whose information you wish to download into the template
  • Once inside the relevant Contact record click the Download as… button and select ‘Microsoft Word template (.docx)’ from the drop-down menu
  • A dialog box should open and you should select the relevant Microsoft Word template by double clicking it
  • The Project information should now be downloaded into the template
  • In our example we named our template “Project template” and by going through the above steps it will be downloaded as “Project template (1)” with all the keywords replaced with the relevant Contact information, whatever you have named your template will follow the same procedure with ‘(1)’ added to the end

Downloading project template

  • If you open your newly downloaded template you should see the keywords replaced with the relevant Project information as below:

Project template merged