Project Templates Page

This page lists the project templates for your company.

To access this page:

From the Compass, click Project Management. On the left side, click Project > Project Templates.

This topic describes:

This page discusses:

See Also
Editing Project Template Details

Columns

Column Name Description

Name

The name of the template; click to view the navigation pane and task page of the project template. See Adding and Editing Tasks under a Project Template.
Type The type of template, for example, Project Template.
Revision Indicates the current active revision of the project template that is used for project creation.

Estimated Duration

The duration of the tasks. The system takes dependencies into account. For example, if a project has 5 tasks with no dependencies then all the tasks can occur in parallel and the estimated duration is the estimated duration for the lengthiest task. If one task cannot occur until another task is complete, then the estimated duration for the project must add the durations for these dependent tasks.

Owner

The Project Administrator responsible for managing the template. The originator is the owner of the template.
Status In Work or Draft. Only In Work templates can be used to create new projects.

Description

A description of the project template.

Actions/Toolbar Commands

Action Description For More Information
Create New Project Template Creates a new project template. Creating or Copying a Project Template
Remove Selected For the selected project template, deletes it; click OK to confirm.

You can only delete a project template when it meets all these conditions:

  • You created the template
  • There is no project created from the template.

Deleting a template deletes all associated items, such as its tasks, bookmark URLs, and questions. Generally, you delete a template only if you created it in error and it hasn't been used to create a project. If you no longer want a template to use, promote it to Inactive.

--

Clone/Copy

Creates a copy of the project template. Creating or Copying a Project Template