Project Template Properties Page | ||
| ||
Fields
To access this page:
- List all project templates. See Project Templates Page.
- From the Project Templates page, click the Name of the template.
- In the navigation pane, click Properties.
This topic describes:
| Field Name | Description |
|---|---|
| Classification Path(s) | The classification paths for the template. |
| Project Template Name | The template's name. |
| Policy |
The policy that controls the template's lifecycle. |
| Owner | The template's owner. |
| Organization | The organization belonging to the template. |
| Collaborative Space | The collaborative space for the template. |
| Description | The template's description. |
| Project Template Status | The current lifecycle state of the project template. |
| Base Currency | The currency in which financial data is
stored. The base currency applies to budgets, benefits, resource requests, and
forecasts. The base currency is set at project creation time and cannot be
changed after creation.
On premises only: The base currency is set in the
emxCommon.Currency.Triangulation property in the emxSystem.properties file.
|
| Creation Date | The date on which the template was created. |
| Company Name | The name of the company that owns the project template. |
| Schedule From | Whether the project using the template is to be scheduled from the Project Start Date or the Project Finish Date |
| Co-Owners | This section lists co-owners of the
template by
Name,
E-mail, and
Phone.
Click
Select a co-owner and click
|
to add one or more admins as co-owners. The admins
you can select are in the Company/Organization belonging to the template.
to remove the co-owner from the list.
Actions/Toolbar Commands
| Action | Description | For More Information |
|---|---|---|
| Edit | Edits the template's properties | Editing Project Template Details |