Project Details & Templates

Project Details & Templates

The first tab of the phase plan creation wizard is where you select a template, link a project, and define the core details of your phase plan document.

Template Selection

Choose how to start your phase plan using the template radio group. Three options are available:

• Start from Scratch — creates a blank phase plan document with no pre-filled content. Use this when your project does not match any existing template.
• System Templates — provided by NexusRMS and cover common event types such as concerts, festivals, and corporate events. System templates are read-only and cannot be edited or deleted by users.
• Custom Templates — created by your organisation from previous phase plans. Custom templates are fully editable and deletable. Each displays a usage count showing how many phase plans have been created from it.

Template Fields

Field	Description
Name	The display name of the template
Description	A brief summary of what the template covers
Is System Template	Whether the template is NexusRMS-provided (read-only) or user-created
Template Sections	A JSON structure containing the pre-filled content for each wizard tab
Usage Count	The number of phase plans created from this template, incremented on each use
Last Used At	The date and time this template was last selected for a new phase plan

Project Selection

Use the autocomplete dropdown to search for and select an existing project. Once a project is selected, the following fields are automatically populated:

• Project Title — from the project name (editable after population)
• Venue Address — from the project venue, or the client's registered address if no venue is set (editable)
• Scope of Works — a summary generated from the equipment categories assigned to the project (editable)
• Start Date — from the project schedule start date
• End Date — from the project schedule end date

All auto-populated fields can be manually adjusted after population. If no project is selected, all fields must be completed manually.

Equipment-Based Hazard Auto-Suggestion

When a project is selected, NexusRMS analyses the equipment categories assigned to it and automatically suggests relevant hazards for the Hazards tab. The mapping is as follows:

Equipment Category	Suggested Hazard Group
LED	LED Screen hazards
Speaker	Audio hazards
Truss	Rigging hazards
Lighting	Lighting hazards
Projector	Projection hazards
Stage	Stage hazards

In addition to equipment-specific suggestions, the general Staff hazard group is always included regardless of the equipment assigned to the project. This covers common workplace hazards such as manual handling, slips and trips, and working at height.

Hazard suggestions are presented as pre-selected options on the Hazards tab. You can deselect any that are not relevant or add further hazards from the full library.