In the Plan (Gantt) (v8.xx)
To plan a project template is the same as to plan a standard project, except for the topics that are listed below.
The author of the plan (Gantt) should be the 'Project Leader' generic resource, because when the plan is synchronized and the tasks are generated, the 'Requester' of the tasks is by default the author of the plan. Defining the author of the plan as a 'Generic Resource' ensures that the requester of the tasks is replaced by the actual project leader of the project when the 'Replace the generic resources' is used.
Edit the 'Plan' document
Click on the icon in the right lower corner of the header. In the 'Author' field, select the correct generic resource.
The resources available in the plan should be generic resources. There is no difference between assigning a 'named' resource and a 'generic' resource.
It is not mandatory to synchronize the plan of a template. However, it is necessary to synchronize the plan when tasks, assignments or deliverables contain information that does not come from the plan and thus must be updated manually. Here are some examples:
The activity type of the tasks is required in order to compute the cost of the task depending on the activity.
The approvers of the deliverables are known (generic resources or named resources).
Links are set between deliverables or between any document generated from the plan and other documents.
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