In the Project Description (v8.xx)

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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