General Tab of the Add Project Template Dialog Box

Overview

Use this tab to define the properties of a new project template. You can start with a clean template and add new activities or base your new template off of an existing template or project.

Screen Elements

Template ID field

The unique alphanumeric short name (up to 20 characters) you assign to your new project template.

Template Name field

The long name (up to 100 characters) of your project template.

Description field

A more detailed summary for the item. The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

EPS field

The node in the EPS hierarchy where this project belongs. Click "" to select an EPS element from the dialog box. See Working with "Select a Value" Dialog Boxes for more details.

Responsible Manager field

The project’s assigned organizational breakdown structure (OBS) element.

A responsible manager is required for each project and each level of the EPS.

Copy from Existing Project or Template field

The predefined project or template that the application will copy to create a new project.

Use Actual Costs and Units option

Determines whether the application uses actual units and costs.

This option is only available if you have elected to create the new project by copying an existing project or template. The Use Actual Costs and Units option is only enabled if the existing project or template contains actuals.

Use Planned Costs and Units option

Determines whether the application uses planned units and costs.

This option is only available if you have elected to create the new project by copying an existing project or template.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" EPS.
  3. On the EPS page, expand the "" EPS element where you want to add the new project.
  4. Within the "" EPS element, right-click the EPS element or any project and select "" Add Project Template.
  5. In the Add Project dialog box, click the General tab.

Related Topics

About Projects

Working with Projects

About Project Templates

Working with Project Templates

Creating Project Templates

Advanced Tab of the Add Project Template Dialog Box


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