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Creating New Templates

Creating New Templates

This page describes creating new templates and includes the following sections:

About Creating New Templates

Creating a new template is achieved by selecting an existing project or milestone and selecting to 'Save as Template' .
All fields and data, including managers, resources, and documents, are maintained when a project or milestone is saved as a template.

Creating a New Project Template

  1. On the Navigation Panel , select the Projects module.

    The Projects module opens. Select a grid display (if necessary).
  2. Select the project from which you would like to base the new project template on.
    Note:
    You can also click to access the project's detail view and save the template as described below
  3. On the ribbon , click Utilities , then 202061628_save_as_tmplt.jpg

    The Save Template dialog opens.

202018567_save_tmplt.jpg

Figure 1: Save Template Dialog

Note: New template is checked (DEFAULT). Checking Override existing template enables you to select another template to override the existing template.
  1. Enter a template name.
  2. Click 202061638_ok-20-.jpg

    The data is sent to the server. A confirmation message pops-up and closes.

202018577_temp_saved.jpg

Figure 2: Confirmation

  1. On the Navigation Panel, select the Templates module.

    The Templates module opens.
  2. Select the newly created project template and edit the properties as necessary.

Creating a New Milestone Template

      1. On the Navigation Panel , select the Projects module.

        The Projects module opens. Select a grid display (if necessary).
        Note:
        Your organization may have enabled the Milestone module, allowing you to view all milestones. Within the milestone module you will also have the ability to save a template as described below

    1. Drill down to a project containing a milestone from which you would like to base the new milestone template on.

      The Project Item Detail view opens.

  1. From the Work Plan , select the milestone to base the new template on.
  2. On the ribbon, click Utilities (in some cases Utilities > Other Actions), then 202018597_save_as_tmplt.jpg

    The Save Template dialog opens.
  3. Enter a template name.
  4. Click 202061648_ok-20-.jpg

    The data is sent to the server. A confirmation message pops-up and closes.
  5. On the Navigation Panel , select the Templates module .
    The Templates module opens.
  6. Select the newly created milestone template and edit the properties as necessary.

Displaying the Milestone templates when creating a new Milestone

When you create a new Milestone from the Project's Work Plan (WBS), you must enable an additional setting in the Profile settings to see the option to select a Milestone template in the New Milestone dialog.

mceclip0.png

To do this, open the relevant Profile. Navigate to the Milestone Work Item, and go to Fields and Relations > Field Layout > Add Mode / Edit Mode. Enable Always show as popup.

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