Access Templates (v8.xx)

Access Templates (v8.xx)

Project templates are available to users when they are visible in the 'Portfolio', i.e. when the 'Refresh the list of projects' agent of the 'Portfolio' database has run. Project templates are visible to any resource having the role [ViewTemplates] in the Portfolio.


The Project Leader who like to create a new Project from a Template has to have at least read access to the given Template. Without read access he will not get access to the documents and can not copy them to the new Project.


To get access to the Template there are different options:


  • Project Templates are stored at Template Database and all Project Leaders (Group) have read access by the role "ViewAll".

  • Project Templates are stored at Project Database and all Project Leaders are assigned at least as Reader in the Participants of the Template.

  • Using the Crossed Portfolio, all Project Leaders are Manager of a named Portfolio that fetched all Project Templates and give read access to their Managers (Hidden Participants).

If some project leaders are not allowed to access certain templates, specific rights have to be implemented in the project description of these templates.

  • Click on the bar on the Security-icon.

  • Set up the 'Read Access' to meet the requirements; for instance, change the 'Read access Type' to 'Private' and fill in the 'Additional Readers' with the project leaders that are allowed to use this template.


Note:  When specific rights have been set up at the 'Project Description' level, the project leader that creates the project from the template must change the default 'Read Access Type' value back to 'Project,' in order to allow the project participants to see the 'Project Description' document.

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