User Actions → Actions → Templates

Templates

A work type template allow you to quickly create a new work type by applying default values, copying associated documents and logs, and using predefined task plans that are already defined for any existing work type. Template settings can include: work type attributes, documents, task plans, and log types. Templates do not include resource information, such as assignments or allocations.

Templates can also be used in conjunction with a workflow as a method for applying business processes. When a template is associated with a workflow transition and that transition is finished, the template settings are copied to the work type. Applying a template as part of a workflow transition will not overwrite or delete anything that is already in the work type.

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
  1. Open the Projects module.
  2. In the work tree, right-click and select Templates.
  3. 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
  1. Open the Projects module.
  2. In the work tree, select a work type, right-click, and then click Manage Templates.
  3. In the Manage Templates dialog box, click Delete.
  4. Click OK.

Editing a work type template

You can modify any work type template.

To edit a work type template
  1. Open the Projects module.
  2. In the work tree, right-click and select Manage Templates.
  3. In the Manage Templates dialog box, select the template you want to modify, right-click and select the view you want to modify.
  4. Make your changes.
  5. 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
  1. Open the Projects module.
  2. 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
  1. Open the Projects module.
  2. In the work type tree, right-click and select Manage Templates.
  3. A work type template can be viewed from the Manage Templates dialog box.