Centercode/Connect Help/Project Administration

How do I create a Project Template?

Ben Nicholas
posted this on August 12, 2010 17:22

From the Project Homepage:

  1. Click the Project Tools link in the left hand menu.
  2. Click the Project button in the main body area.
  3. Under the Project Template heading, check Department Template or Global Template.
  4. Click the Submit button at the bottom of the page.

You have successfully created a Project Template.

Requirements

  • Manage Project Role

Notes

  • Department Templates are Project Templates that can only be used within the same Department.  Global Templates can be used for any new Project.
  • When creating a new Project, the Projects that you have marked as Templates will be usable as a basis for your new Project (Manager created areas will exist, but User generated data will not).
 
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