Copying a work type template
You can copy a work type template and use it to create new work type templates, applying default values, associating documents and log types, and using predefined task plans.
To copy a work type type
- Open the Projects module.
- In the work tree, right-click and select Templates.
- In the Manage Templates dialog box, select the template you want to copy and click Copy. A new template is added to the list as a copy of the original template.
Deleting a work type template
If your organization is not using a work type template, you can delete it.
To delete a work type template
- Open the Projects module.
- In the work tree, select a work type, right-click, and then click Manage Templates.
- In the Manage Templates dialog box, click Delete.
- Click OK.
Editing a work type template
You can modify any work type template.
To edit a work type template
- Open the Projects module.
- In the work tree, right-click and select Manage Templates.
- In the Manage Templates dialog box, select the template you want to modify, right-click and select the view you want to modify.
- Make your changes.
- Click OK.
Saving a work type as a work type template
If your organization prefers a particular type of work type, you can save its values, associated documents and log types, and predefined tasks as a work type template.
To save a work type as a work type template
- Open the Projects module.
- In the work tree, choose the work type you want to save as a template, right-click and select Save as Template.
Viewing a work type template
You can view all of the work type templates that are available for use in your organization from the Manage Templates dialog box.
To view a work type template
- Open the Projects module.
- In the work type tree, right-click and select Manage Templates.
- A work type template can be viewed from the Manage Templates dialog box.