Templates
Quickly create standardised projects, forms, snags and folder structures so you can get started right away
With Prostream, you work more efficiently by using templates. Whether it is templates for forms, snags or metadata, you can easily apply your preset templates. That way, your processes are streamlined. Moreover, you can create a completely new project with a single click by copying existing projects, including the appropriate content and structure. Folder structures are also immediately available in Prostream as ready-to-use templates, so you can get started quickly and in an organised way. With templates in Prostream, you save time and ensure consistency within your projects.
The benefits of templates
Save time by copying projects
Copy existing projects with one click, including forms, snags and folder structures. That means you don’t have to build a project over and over again, but can start immediately with a project that already contains the right content and structure. This way, you speed up the process and avoid unnecessary work.
Always work consistently, with fixed templates
By using templates in Prostream, you ensure that your projects have the same structure and layout. Whether it’s forms, snags or metadata, you work with your own set layout. This increases the uniformity and quality of your projects, reducing errors and keeping an overview, no matter how many projects you manage.
Increase your efficiency through less manual work
Templates in Prostream take many manual, repetitive tasks off your hands. By automating recurring processes, your work flows faster and more smoothly. This allows your team to focus on the project tasks that really matter, without worrying about red tape or repetitive actions.
Find all your files quickly
Manage files easily with consistent metadata, thanks to metadata templates. By using standard metadata, you ensure that every document can be retrieved at lightning speed. This makes it easier to share and analyse information, while ensuring consistency and accuracy in your projects.
Answer to
Frequently asked questions about templates
What exactly are templates?
Templates in Prostream are structures or set-ups predefined by you, which you can use to quickly and consistently create forms, snags, metadata, projects or folder structures. Templates take away repetitive tasks and ensure that you always work to the same format, saving time and ensuring uniformity within your projects.
When it comes to folder structures, you can also choose from the various templates offered by Prostream here.
How do templates work in Prostream?
In Prostream, you can use different templates as a powerful tool to help you do your work more efficiently. Here is how each type of template works:
Form templates
These templates allow you to create standardised forms that you can reuse across multiple projects. Think checklists or inspection forms. This ensures that your team can make quick rounds and that all information is always collected in the same way. You create a form template by exporting the template from an existing form, and importing that template in Templates.
Snag templates
Snag templates let you use predefined checklists for managing problems and defects (snags). This way, you make sure that each remark (or each type of snag, of course that is also possible) contains the same information. This makes running rounds faster. You create a snag template by exporting the template from an existing snag, and importing that template at Templates.
Metadata templates
Metadata templates ensure that you always provide documents and files with the same, consistent information. This makes it easier to quickly find and filter files based on standardised fields, such as type, date or status. This makes sharing and analysing information more efficient. You create a metadata template by exporting the template of an existing metadata template. To use the template, go to the appropriate project and import the template. Again, you do this via Templates.
Project templates
By copying an existing project you can use it as a template for new projects. This way you have a project template, including all linked forms, metadata and folder structures. A project’s users and set permissions are also copied. This means you can start a new project with a single click, without having to refill it. That saves a lot of time and effort.
Folder structure templates
By importing a pre-existing folder structure, you ensure that all documents within each project are organised in a consistent way. This makes it easier to retrieve and manage information. You can upload your own folder structure, or choose from the templates offered by Prostream.
Want to know more about templates? On our knowledge base, under ‘Getting started with Prostream’, you will find more information about the various templates.
HEAR IT FROM THE PROFESSIONALS
Case studies
“Everything is accessible to everyone, everywhere.”
Nicole van Est, work planner at Van Mourik Bouw B.V.
“Achieve financial profit by properly recording everything during construction yourself”
Joost Tijssen, de Borgermeester
‘Digital drawings are easy to share, which is also where the biggest risk lies. A good management system prevents proliferation’
Kevin van den Tillaart, project manager at Vgib
Knowledge base
Want to know more about templates, and how exactly this works? You can find all the information in our knowledge base.
POPULAr FEATURES
Used by customers
Projects
With projects in Prostream, you keep a grip on all your projects. Collaborate with internal colleagues and external partners, without the hassle of loose documents or scattered information.
Quality assurance (with Snags)
In case of deviations you can easily place a Snag on, for example, a technical drawing. Create different default template snags for different observations; is it a defect, improvement or a request for information? You decide.
Prostream Client
With the Prostream Client, you edit documents directly from Prostream in your own programmes, and upload changes automatically without version conflicts.
Logging
Thanks to the log in Prostream, you have full insight into the history of documents. All changes and actions are recorded.
AS MANY AS 102,000 PROJECT PROFESSIONALS WORK WITH US.