Resource Plan Templates

A project template may have one or more resource plan templates. The resource plan template will not be created if top-level phases are not present in the project template. The Resource Plan category will be added to the project template. The roles "Project Administrator" and "External Project Administrator" will have access to this category. Only the Project template owner has Modify Access on the created Resource Plan Template.

To access this page:

From the navigation pane for a project template, click Resource Plan Template. See Project Templates Page.

This topic describes:

This page discusses:

Columns

NameDescription

Name

The name of the resource plan template. Click the name to view details of the resource plan template. See Resource Requests in a Plan Template.

State

The current lifecycle state of the Resource Plan Template. The resource plan lifecycle has two states: In Work or Draft.

Description

The description of the template.

Last Modified Date

The date on which the template was last modified.

Actions/Toolbar Commands

NameDescriptionFor More Information

Create Resource Plan Template

Creates a new template from scratch.Creating a Resource Plan Template
Create from CloneCreates a resource plan template by cloning from an existing template. See Cloning a Resource Plan Template

Delete Resource Plan Template

Deletes the selected template; click OK to confirm.--
Enable Edit Allows changes to editable fields to create the resource request in the resource plan template.--