{"id":5921,"date":"2022-03-08T05:22:30","date_gmt":"2022-03-08T05:22:30","guid":{"rendered":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/?post_type=article&#038;p=5921"},"modified":"2024-10-15T11:52:55","modified_gmt":"2024-10-15T11:52:55","slug":"project-profile-overview","status":"publish","type":"article","link":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/","title":{"rendered":"How to View, Modify Your Project and Save as Custom Template"},"content":{"rendered":"<p>Start with the video first to get a better grasp of the topic!<br \/>\n<iframe loading=\"lazy\" title=\"Learn to create Custom Templates\" src=\"https:\/\/player.vimeo.com\/video\/801508329?dnt=1&amp;app_id=122963\" width=\"500\" height=\"280\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\"><\/iframe><\/p>\n<table style=\"line-height: 10px; height: 26px; width: 99.8764%; border-collapse: collapse; background-color: #f7f7f7;\">\n<tbody>\n<tr style=\"height: 108px;\">\n<td style=\"width: 100%; height: 26px;\">\n<p style=\"text-align: left;\"><strong>Skip Ahead to:<\/strong><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/#Overview\">Overview<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/#Navigation\">Navigation<\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/#Operations\">Operations to be Performed<\/a><a id=\"Overview\"><\/a><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/#Operations\"><\/a><\/p>\n<p style=\"text-align: left;\"><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/#ActivityLog\">Viewing the Activity Log<\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2>Overview<\/h2>\n<p>The Project Profile page shows important information about a project, including its identifier, name, planned start and end dates, responsible manager, template type, description, creator, and status. This information is initially entered during project creation. Additionally, users can edit the template and save the changes as a new custom template using the &#8220;Save as Custom Template&#8221; feature.<\/p>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/save-as-custom-template.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-14226\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/save-as-custom-template.jpg\" alt=\"save as custom template\" width=\"1368\" height=\"627\" \/><\/a><\/p>\n<h2><a id=\"Navigation\"><\/a>Navigation<\/h2>\n<p><a id=\"Operations\"><\/a>Navigate to the breadcrumb at the top and hover over the Project name, expand the <strong>Plan<\/strong> module, and select <strong>Project Details<\/strong>.<\/p>\n<h2>Operations to be Performed<\/h2>\n<ul>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-a-workitem\/#EditWorkitem\" rel=\"noopener\">Edit<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-print-workitems\/\" rel=\"noopener\">Print<\/a><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/\" rel=\"noopener\"><\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-copy-and-delete-a-workitem\/#DeleteWorkitem\" rel=\"noopener\">Delete<\/a><\/li>\n<li><a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-sort-the-list-view\/#MultiSort\" rel=\"noopener\">Multi Sort<\/a><\/li>\n<li>Rename Project Name<\/li>\n<li>Option to <strong>Delete<\/strong>\u00a0and <strong>CLOSE PROJECT<\/strong>\u00a0is also available.<\/li>\n<li>To reset the values of the Project, click on the <strong>RESET <\/strong>button.<\/li>\n<li><span style=\"font-weight: 400;\"><strong><a id=\"ActivityLog\"><\/a>Save as Custom Template: <\/strong>This operation helps you to use this template as a base and create a custom template. All the templates saved from the Project Details page will be listed in the <a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/template-selection\/\">Template Selection<\/a> and <a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/how-to-add-and-modify-process-templates\/\">Templates<\/a>.<\/span><\/li>\n<\/ul>\n<h3>Viewing Activity Log<\/h3>\n<p>On the Project Details page, click on the <strong>Activity Log<\/strong> tab to track the changes performed. Here, you can check Version no., Changed By, Description, and Date and Time of the change performed. To know more about the Activity Log, click <a target=\"_blank\" href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/understanding-the-activity-log\/\" rel=\"noopener\">here<\/a>.<\/p>\n<p><a href=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Proejct-Profile-AL-1.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7068 size-full\" src=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Proejct-Profile-AL-1.jpg\" alt=\"Activity-Log-Project-Profile\" width=\"1158\" height=\"244\" srcset=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Proejct-Profile-AL-1.jpg 1158w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Proejct-Profile-AL-1-300x63.jpg 300w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Proejct-Profile-AL-1-1024x216.jpg 1024w, https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-content\/uploads\/2022\/03\/Proejct-Profile-AL-1-768x162.jpg 768w\" sizes=\"(max-width: 1158px) 100vw, 1158px\" \/><\/a><\/p>\n<div class=\"helpful-block-content wth-theme-thumbs\" data-title=\"\" >\n<ul>\n<li><span class=\"wth-title\">Was this helpful?<\/span><\/li>\n<li><a data-post=\"5921\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/\" data-post-title=\"How to View, Modify Your Project and Save as Custom Template\" data-response=\"1\" href=\"#\" class=\"wth-green-btn icon-thumbsup\">Yes<\/a>&nbsp; &nbsp;<a data-response=\"0\" data-post=\"5921\" data-post-url=\"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/article\/project-profile-overview\/\" data-post-title=\"How to View, Modify Your Project and Save as Custom Template\" href=\"#\" class=\"wth-red-btn icon-thumbsdown\">No<\/a><\/li>\n<\/ul>\n<\/div>","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","multi-rating":{"mr_rating_results":[]},"_links":{"self":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/5921"}],"collection":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/comments?post=5921"}],"version-history":[{"count":41,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/5921\/revisions"}],"predecessor-version":[{"id":22372,"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/article\/5921\/revisions\/22372"}],"wp:attachment":[{"href":"https:\/\/www.nimblework.com\/knowledge-base\/nimble\/wp-json\/wp\/v2\/media?parent=5921"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}