Projects → User Actions → Manage Templates
An item template helps you to quickly create a new item by applying default values, copying associated documents and logs, and using predefined task plans that are already defined for an existing item. Template settings can include: item 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 workflows 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 item. Applying a template as part of a workflow transition will not overwrite or delete anything that is already in the item.
An item template can help save users in your organization time, by allowing them to quickly create a new item that is pre-loaded with default values, associated documents and log types, and predefined task plans.
You can copy an item template and use it to create a new item template, applying default values, associating documents and log types, and using predefined task plans.
If your organization is not using an item template, you can delete it.
You can modify any item template.
You can define the security settings for all templates from the Global Template Properties dialog. You can determine who has access to the templates and what they can do with the templates. The security settings for templates, security groups, or users are assigned to specific security roles. The security roles determine the permissions the members of a security group or individual users have for the templates. The Global Template Properties dialog has two views, the simple view and the advanced view. When you open the Global Template Properties dialog, the page defaults to the simple view. To open the advanced view, click the Advanced link on the page. To return to the simple view, click the Simple link in the advanced view. There are two ways you can assign security groups and/or users to security roles. You can assign security groups and/or users to security roles by individual group or user, or by security role. In the simple view, you can only assign security groups and/or users to security roles by group or user. In the advanced view you can assign by group, user, or security role. It is best practice to assign most of your users to security roles using security groups, instead of individually assigning each of your users to security roles. Using groups simplifies the tracking and managing of security role permissions for users.
If your organization prefers a particular type of item, you can save its values, associated documents and log types, and predefined tasks as a template.
You can view all of the item templates that are available in your organization from the Manage Templates dialog box.
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