Working with Project Update Templates

Overview

Project update templates allow for consistent update comments and formatting, even when multiple project managers are updating projects. When updating a project, the comments can be automatically generated by selecting a project update template option.

Where to Find This

This feature appears in the TDNext and TDAdmin interfaces.

Project Update Templates will be accessed when updating a project through the TDNext interface, and TDAdmin will be used to configure Templates and Categories

Where to Start

Project Update Template Categories

Before creating a project update template, you will need to create a project update template category. Project update template categories allow similar templates to be grouped together. 

Creating, Editing or Deleting Project Update Template Categories

Project update template categories can be selected as the associated groups when configuring different Project Update templates for project managers to use.

To create a new project update template category:

1. In TDAdmin, click Projects.
2. Click Project Update Template Categories in the left navigation.
3. In the Project Update Template Categories window, type the name you’d like.
4. Click the Save button.

To edit a project update template category:

1. From the Project Update Template Categories page, click the Edit link at the right end of any Project Update Template Category row.
2. In the text box in the Project Update Template Categories Display window, edit the name
3. Click the Save link.

To delete a project update template category:

1. From the Project Update ​​Template Categories page, click the Delete link to the right of any Project Update Template Category row.
2. Click the OK button in the confirmation popup.

Creating, Modifying or Deleting a Project Update Template

To create a Project Update template:

1. In TDAdmin, click Projects.
2. Click Project Update Templates in the left navigation.
3. Click the +New button in the Project Update Templates Display window.
4. Fill out the required and optional details in the New Project Update Template popup window.
5. Click the Save button.

To modify a Project Update template:

1. From the Project Update Templates page, click the Title link of the Project Update template that you’d like to modify.
2. Edit the required and optional details in the New Project Update Template popup window.
3. Click the Save button.

Administrators may wish to delete unused or old Project Update templates. Ensure that you select the appropriate template because this action is permanent.

To delete an unused Project Update template:

1. From the Project Update Templates page, click the Delete link to the right of any Project Update Template row.
2. Confirm you would like to delete the template by clicking OK in the confirmation message

Using a Project Update Template

To use a configured Project Update Template when updating a project:

1. Locate and open the project you would like to update
2. Click Update
3. Within the Comments section click Templates, select the Category, then the desired Template Name
4. Complete any other updates and click Save