Creating a Project Template

You can create templates (see Templates) in a variety of ways:

Without a template
Based on an existing template (for project and checklist templates only)
Based on an operational project or a checklist in an operational project (for project and checklist templates only)

Prerequisites

You have navigated to this view by choosing Start of the navigation path Portfolio and Project Administration Next navigation step Project Management Templates End of the navigation path .

Procedure

Note Note

The authorizations you specify for templates are simply authorization templates. They are not used for the authorization check in the template, but in the operational project. When you create an operational project in the template they are copied to the project.

End of the note.

Creating a Template Without a Template

Select the template category you want to create and choose Create.
If you chose the template category Document Template, the system branches directly to the editing view for creating new document templates. You can exit the editing screen for document templates by selecting a different template category in the upper left-hand area. For more information, see Assigning Documents and Creating Folders.

For all other templates, proceed as follows:

Enter a number for the new template.
The number uniquely identifies the template. It is language-independent. You can enter any combination of letters and numbers.
Note

The system checks whether the number has been assigned yet. The system checks the following objects:
- Project template
- Checklist template
- Control plan template
- Operational project
- Control plan
If you do not enter a number, the system generates a number. You can change this number at a later date, if required.

End of the note.
Choose No Template for project and checklist templates.
You are not required to make this selection for control plan templates.

You can enter the project type or checklist type either straight away or later on.
Choose Create.

Enter all the data you want to save in the template. The table below shows you where you can find more information about the necessary data entries.

Creating a Template with a Template

Note Note

This procedure applies to project and checklist templates only.

End of the note.

Select the template category you want to create and choose Create.
Enter a number for the new template.
Choose Project Template or Checklist Template as the template.
Enter the number of the project or checklist template you want to use as a template in the Template field.
Choose Create.
The system opens the template you specified.
Change the existing data. The table below shows you where you can find more information about the necessary data entries.

Creating a Template Based on an Operational Project

Note Note

This procedure applies to project and checklist templates only.

End of the note.

Select the template category you want to create and choose Create.
Enter a number for the new template
Choose Project or Checklist as the template.
Enter the number of the template project or template checklist in the Template field.
A project template only contains checklist references and no operational checklists. Therefore, when you create a project template, you have to decide under New Checklist Templates whether the existing checklists of the operational project are to be changed into templates. You have the following options:
- None
  No new templates are created. Existing checklist references are transferred to the project template and resolved checklist references are replaced by the original reference. Checklists without a reference are not transferred to the project template and changes you made to checklists from resolved references are lost.
- Only Checklists Without a Reference
  The system creates new checklist templates from operational checklists without a reference and the new checklist templates are automatically included in the new project template. Existing checklist references are transferred to the project template and resolved checklist references are replaced by the original reference.
- From All Checklists
  The system creates new checklist templates from operational checklists without a reference and from resolved checklist references and the new checklist templates are automatically included in the new project template. Existing checklist references are transferred to the project template.
Choose Create.
The system opens the object you specified. The system does not transfer operational data.
Enter new data, if required, or change the existing data. The table below shows you where you can find more information about the necessary data entries.

Template Category	Procedure	What You Should Know
Project template	Enter the required data. For more information, see Creation of a Project. Enter the following on the Additional Data tab page: The business partner number of the person responsible in the Template Responsible field. If you want to use your user status in the operational project, enter a Status Profile Template.	Not all fields exist that are available when you create an operational project because you cannot enter operational data, such as fixed dates. You first have to create the business partners you want to assign here. If you have not yet done so, you now have the opportunity. For more information, see Creating a Business Partner. Specify the following in the project template: Whether the checklist references you are using in the template are automatically resolved when you create a project from this template. What happens to the roles from a checklist template (see also Work with Checklist References).
Checklist template	Enter the required data. For more information, see Creating Data for a Checklist. Enter the following on the Additional Data tab page: The business partner number of the person responsible in the Template Responsible field. Under Changeability (seeChangeability), select the degree to which the defined data from the checklist template is changeable when you create a checklist with this template. If you want to use your user status in the operational project, enter a Status Profile Template.	Not all fields exist that are available when you create an operational checklist because you cannot enter operational data, such as fixed dates. You first have to create the business partners you want to assign here. For more information, see Creating a Business Partner.
Control plan template	Enter the required data. For more information, see Creating and Opening a Control Plan.	Versioning does not take place for control plan templates. For this reason, the functions Create Version and Create Version with Template are not available.
Document template	Proceed as described in Assigning Documents and Creating Folders.

Result

Once you have saved your entries, the templates are created. These templates have the initial status Created. If you want to use them in Project Management, you must first release them by setting the status to Released.