<< Click to Display Table of Contents >> Navigation:  Xitracs Planning™ > Control Panel > Templates

The published format of a plan can be configured to provide a customized 'look-and-feel' using a template.

 

You can assign a Website or PDF template to a specific plan via the Manage plans > Properties function.

 

Website templates have a .xtm extension. PDF templates have a .xtf extension. Both can be provided by Concord as a professional service or customer developed.

Note:  Template development requires knowledge of HTML and XSL. A design guideline document is available from Concord on request.

To Upload a Plan Template

1.Click the Website or PDF Template Upload link

2.Browse for a template file

3.Edit the template name as appropriate

4.Click Submit

 

The template name may be changed later if required by using the Edit link.

To remove a template from the system, use the Delete link. If the template is already assigned to a standard, it will be replaced by the system default website template.

If the template supports image graphics, these may changed using the Image link. Use the Replace function to upload a new JPEG image file which must have a JPG extension.

Note: The new image may be of any dimension, but care should be taken that the size is consistent with its position  and appearance on the page when the website is rendered. This can be verified by generating a preview of the plan. If the image does not look suitable, upload a replacement.