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Introduction

Once you install BigTemplate, you can discover a list of pre-defined templates available in Jira Administration > Manage apps > BigTemplate configuration > Templates.

Depending on where you will use your templates, there are two different labels:

  • GANTT - is used for exporting to export data from the Gantt module in BigPicture.

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  • Screenshot of exporting data in the Gantt module.Image Added

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  • WIDGET - is used for exporting to export data directly from Jira issues. All templates created with the "Widget" label are visible on the Jira issue page.

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  • Screenshot of exporting data from the Jira issue page.Image Added

BigTemplate configuration

There are three locations where you can access and configure your templates.

  • Jira Administration > Manage apps > BigTemplate configuration > Templates. You need to have Jira Administrator permissions to Only Jira administrators can access this page.

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  • Screenshot of the BigTemplate configuration.Image Added
  • For cloud instances - the "Jira project > Project settings" section of your Jira project > BigTemplate > Templates. Jira Administrators are granted access here. 

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  •  Only Jira administrators can access this page.

    Screenshot of the BigTemplate configuration for cloud instances.Image Added
  • BigPicture/BigGantt > Box configuration > General > Exporting. Jira Administrators administrators and Box Administrators administrators can access and manage the Gantt templates. 

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  • Screenshot of Export templates settings from the box configuration level.Image Added

Templates management

You can perform the following actions on your Gantt and Widget templates:

  • add Add new templates

  • add Add existing templates (only for templates used in BigPicture/BigGantt)

  • edit Edit existing templatesdelete

  • Delete templates

  • restore Restore pre-installed templates

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Add new templates

It is possible to add As presented above, adding new templates from a few locations , as presented aboveis possible.Supported

Info

The supported file formats for Widget templates are

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*.csv, *.docx, *.doc, *.xlsx, *.xls, *.odt.

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The supported file formats for Gantt templates

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are *.csv, *.xlsx, *.xls, *.odt.

To add a new template:

  1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

  2. Click on the

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  1. Upload template

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  1. button in the top right corner

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  1. .

  2. Complete the following fields:

    1. Module visibility -define if your template will be used to export data from the Gantt module in BigPicture (Gantt) or to export data from Jira issues (Widget)

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    1. .

    2. Template

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    1. name - complete a name for your template

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    1. .

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    1. Description - provide additional information about your template

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File to upload - attach your file, 

    1. .

  1. Attach a file.

  2. Check the Set as global

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  1. template if you want

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  1. the template to be visible globally.

  2. When

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  1. ready, click Upload.

When you set a template as global, a Gantt template will be added to the Box configuration in BigPicture / BigGantt, while a Widget template will be visible on the Jira issue page. Gantt templates that are not marked as "Global" global can be added at any time anytime using the "Add existing template" option.

When ready, confirm by clicking "Upload". 

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template option.

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Adding *.mpp and *.mpx file templates is currently impossible. The status of implementing this function is available in the related support ticket.

Add existing templates

The "Add existing template" option allows you to:

  • add Add templates that are available in the "BigTemplate configuration" section (in the App Configuration) but are not assigned to a specific Box box yet,.

  • add Add templates that you previously excluded from the list of templates for a particular Box, box and that you want them back here. 

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Edit existing templates

You can make changes to existing Gantt and Widget templates in To change existing templates:

  1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

  2. Click

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  1. Edit next to a template.

  2. Modify a template.

  3. When ready, click

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  1. Save

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  1. .

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Delete templates

To remove delete a particular template, click on the "Delete" icon. Then, you will be asked for confirmation. After clicking "Delete", your template will be template:

  1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

  2. Click Delete next to a template.

  3. Once you confirm, a template is deleted permanently.

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You can also exclude a Gantt template from the Box configuration, but remember that it will only be removed only from the list of templates for this particular Boxbox.

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Restore pre-installed templates

To restore pre-installed templates, expand the menu and click on the following button.

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:

  1. Go to Jira Administration > Manage apps > BigTemplate configuration > Templates.

  2. Expand the More actions … menu.

  3. Click Restore pre-installed templates.

  4. Once you confirm, all pre-installed templates

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  1. are restored.

This action will does not delete any of your existing templates.

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