In the Project Description (v8.xx)
The project description of a project template is created either from scratch or by copying a project.
Change the project description 'Status' field to 'Template' (code #01).
In the 'Participants' section fill in the lists with generic resources. By default, the names of such resources start with '%' and are easily recognizable.
No need to fill in the 'Project Leader' field with a generic resource as this field is automatically replaced by the resource that creates the project from a template. However, some tasks may also be assigned to the project leader. It is strongly recommended that all tasks in a project template are assigned to generic resources. It is therefore wise to add the generic resource corresponding to the project leader, for instance ‘% Project_Leader,' to the 'Project Leader Substitutes' list. This ensures that the replacement of the generic resources also applies to the project leader assignments.
Fill in the 'Classification' section and the 'Budget' section if it makes sense to pre-fill such information.
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