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Add a Knowledge Base to a Template

About Knowledge Bases

The Knowledge Base gives additional and continual value to workspaces created from a Template. The Knowledge Base can be used to share information and document templates to workspaces, directly within Projectplace.

There are two different ways to include a Knowledge Base:

  • Build a Knowledge Base within a template using categories (folders) and documents. When workspaces are based on a template, the associated Knowledge Base is displayed as a special folder in the Documents tool. Knowledge Base content cannot be edited or changed by workspace members, but, if needed, that content can be copied into another folder and then edited within the new folder location.
  • Include a link to an external Knowledge Base. An external Knowledge Base can, for example, be an intranet page with methodology information or document templates to be used in workspaces. The Knowledge Base is displayed as a special folder in the Documents tool, containing only a link to the external Knowledge Base.

Add a Knowledge Base to a Template

Any changes made to the Knowledge Base will be immediately reflected in all workspaces based on the template.

Only the administrators of the template can make changes to the Knowledge Base.

To add a Knowledge Base:

  1. Click the tool selector Tool selector.png in the top navigation bar, and select Templates.
  2. Click the template you want to add a Knowledge Base to, and then click Edit from the detail pane.
  3. Click the Documents tool tab.
  4. Click the Knowledge base folder
  5. Add resources to the Knowledge Base using folders and documents:
    • Add folders by clicking the Add icon on the left side of the toolbar.
    • Select Folder and an empty name field appears.  Type a folder name and press enter.
    • Add documents and links using New DocumentNew Link, or Upload from the Add field in the toolbar.
  6. You can change name and add a description of the knowledge base from the Knowledge base folder in the template.
  7. The Knowledge Base will be included in all workspaces based on the account, as a special folder in the Documents tool.

Include a Link to an External Knowledge Base

To add an external knowledge base:

  1. Click the tool selector Tool selector.png in the top navigation bar, and select Templates.
  2. Click the template you want to add a knowledge base link to, to view the detail pane.
  3. Click Knowledge Base Settings.
  4. Select the option Use a link as a knowledge base option and paste the URL in the text field below.
  5. Click Save.
  6. The Knowledge Base will be included in all workspaces based on the account as a special folder in the Documents tool that include a link to the specified URL.

 

 

 


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