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Procedure documentationCreating and Changing a Project Template Locate this document in the navigation structure

Procedure

Creating a Project Template

Templates are predefined documents, or portions of documents, that are used to standardize document creation and minimize the work of creating a new document. Templates store information so that it can be used in multiple documents.

Using a template to create a project incorporates the template information into the new project.

To create a project template:

  1. Choose Project Management in the navigation bar and select Create Project Template from the Projects submenu.

    Note Note

    You can also create a project template by choosing Create Template on the Project page.

    End of the note.

  2. In the Create Project dialog box, select the type of template to create.

  3. Choose Create.

  4. On the Header page, fill in the fields with basic template information and add collaborators.

  5. Choose Schedule to create a schedule.

  6. Choose Suppliers to associate suppliers with the template.

  7. Choose Forms to create and associate question forms with the template.

  8. Choose Costs to enter costs and resources.

  9. Choose Accounting to enter accounting information.

  10. Save your entries.

Changing a Project Template

  1. Choose Project Management in the navigation bar and select one of the following from the Projects submenu:

    • My Projects

    • Projects in My Cost Center(s)

    • All Projects

      You see the Project page.

  2. On the Project page, select All Project Templates from the drop-down list.

  3. Choose the template to edit.

  4. Choose Edit in the toolbar.

  5. Make changes to the template as needed.

  6. Save your changes.