All Project and DHF Management users can view templates for their company but only Project Administrators and External Project Administrators can create project templates. A Project Manager (DPM) with Leader access can also create project templates. Once you create a project based on a template, changes to the template do not affect the project. For example, if you create a project based on a template that has two bookmark URLs, those URLs are copied to the project. However, if you later add a third bookmark to the template, the added bookmark URL is not copied to the project. The creation of a project template involves the creation of basic template information, the creation and association of a task structure, followed by the creation and association of questions to the tasks. When a person creates a project based on a project template, the template's entire task structure is automatically included in the new project. Alternatively, a Project Lead can copy all tasks from a project template to any level of the project's task structure. When a project is created from a template, any tasks that are set as "Mandatory" in the template cannot be changed to "Optional" within the created project. The task structure for a project template is similar to the task structure for a project except a template task structure has no dates associated with it and therefore also has none of the metrics and status indicators associated with dates. You can only add "Document" type objects in reference documents and task deliverables. The following is a list of the differences between the task structure for a template and a project. Aside from these differences, you manage the task structure for a template in the same way you manage a project task structure. Features included for a project task structure but not for a project template's task structure are:
You can assign a question to the task for a project template. See Assign a Question to a Task from a Project Template | |||||||||