Building A Project Template

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:

  1. Navigate to Applications > Project Templates.
  2. Expand the desired template in the left navigation bar.
  3. Add any default issues and/or issue categories as described in the "Tracking, Managing, And Resolving Issues" section of this Help repository.
  4. 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.
  5. Add any default briefcase folders and files as described in the "Managing Documents" section of this Help repository.
  6. Add any default contacts and contact information as described in the "Project Member Contact Information" section of this Help repository.
  7. Add any default web links, web link details, and web link categories as described in the "Web Links Directory" section of this Help repository.
  8. 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.
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Details

Article ID: 3551
Created
Mon 2/2/15 3:32 PM
Modified
Fri 12/20/19 8:31 AM