Editing or adding content to a project template is a more advanced function of the system. It is best if the user has a general knowledge of using the system before creating a project template. The reason being that a project template mimics the attributes of TeamDynamix and in order to build a template, the user needs to know how to use all modules in the system. In order to build a template, the user must:
- Navigate to Applications > Project Templates.
- Expand the desired template in the left navigation bar.
- Add any default issues and/or issue categories as described in the "Tracking, Managing, And Resolving Issues" section of this Help repository.
- Create any default plans, plan details, tasks and task details as described in the "Creating And Working With Project Plans" section of the Help repository.
- Add any default briefcase folders and files as described in the "Managing Documents" section of this Help repository.
- Add any default contacts and contact information as described in the "Project Member Contact Information" section of this Help repository.
- Add any default web links, web link details, and web link categories as described in the "Web Links Directory" section of this Help repository.
- Now, whenever the user creates a project or project request and chooses to apply a project template, the default project information in the template will applied to the the newly created project.