General Tab of the Add Project Template Dialog BoxOverview 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 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
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