Feedback on: EventPro Planner Manual - Copy Template - ResourcesCopy_Template_Detail_Items_Organization_Setup_Chapter_5Chapter 5: Set Up an Event > Organization Setup > Resources > Copy Template - Resources /Dear EventPro Planner Documentation Department,
Copy Template - Resources
If you created Event Category Templates, you can add a set of pre-defined resource items in one quick step using a template. To learn how to set up templates, refer to Chapter 16: Event Category Templates, Create Resources.
1.
In the Event Setup window, click on the Organization Setup tab and then the Resources tab. Click the Copy Template button in the upper right corner of the window.
2.
In the Resource Type Templates dialog, select the template you want to use and click OK.
3.
In the Copy Resource Items dialog, select a radio button to indicate whether you want to Append to Existing Only, Append to and Update Existing or Overwrite ExistingCompletely. Click OK.
4.
In the Confirm dialog, click Yes to continue copying the template.
5.
The resource items from the template will appear in the selection grid. You can now edit and delete these resource items as required or add more resource items by following the instructions above.
