Agile → Actions → Templates

Templates

A work type templates allow you to quickly create new work types by applying default values, copying associated documents and logs, and using pre-defined task plans that are already defined for existing work types. 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 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 work type. Applying a template as part of a workflow transition will not overwrite or delete anything that is already in the work type.

Copy

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 pre-defined task plans.

To copy a work type type
  1. Open the Projects module.
  2. In the work tree, right-click and select Investment Templates.
  3. In the Manage Templates dialog box, select the template you want to copy and click Copy Investment. A new template is added to the list as a copy of the original template.

Delete

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.

Edit

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.

Save

If your organization prefers a particular type of work type, you can save its values, associated documents and log types, and pre-defined 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 Investment as Template.

View

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.

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