Page 30 - Unanet CRM: Using Publisher with Microsoft Word

Prepare to Create a Project Profile Template

Identify the fields of data that you want to display in your document. Any data you
determine is essential to your design must be part of the Project records in Unanet
CRM. You may need to update these records before generating a Project Profile.

Tour 3.1 – Preparing to Create a Project Profile Template
In this tour, you will learn about preparing to create a Project Profile
template by reviewing corresponding fields in a Personnel record.

Build a Project Profile Template

Once you have identified which data fields to include in the Project Profile, use the
Document Data Dictionary to find the corresponding variables. Then, copy the variables
from the Document Data Dictionary and paste them into your Word Project Profile
template. You also format any list data you have included in your template. You must
save the Project Profile template with a file extension of .docx to upload the file to
Unanet CRM.

Activity 3.2 – Building a Project Profile Template
In this activity, you will build a Project Profile template.

Activity Steps

Part 1: Save the Project Profile Template
1. Open the Standard_ProjectProfile.docx file. Note: If necessary, select the
Show/Hide icon on the Home tab to show the paragraph marks.
2. Select File > Save a Copy. The Save a Copy window opens.
3. Type PP_3ImagesClientQuote_XX in the File name field. Note: Replace XX with
your initials.
4. Select Word Document (*.docx) from the Save as type dropdown.
5. Select the Save button.

Part 2: Put Placeholder Images in the Template
1. Right-click the top image.
2. Select Change Picture > This Device. The Insert Picture window opens.
3. Select the Placeholder_Image_3.jpg image.
4. Select the Insert button.
5. Repeat steps 6-9 for the other two images. Note: You must select a different
placeholder image for each image.

LESSON 3: PROJECT PROFILES ©2023 Unanet. All rights reserved. 30