In the Project Description (v10.xx)

In the Project Description (v10.xx)


The project description of a project template is created either from scratch or by copying an existing project.


  1. Change the 'Status' field of the project description to 'Template' (code #01).
  2. In the 'Participants' section, fill in the lists with generic resources. By default, the names of such resources start with '%' and are easily recognizable.
  3. 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, if some tasks are assigned to the project leader, it is strongly recommended that all tasks in the project template are assigned to generic resources. Therefore, adding a generic resource like ‘% Project_Leader,' to the 'Project Leader Substitutes' list is recommended. This ensures that any replacement of generic resources also applies to the project leader assignments.
  4. Fill in the 'Classification' section and the 'Budget' section if it makes sense to pre-fill such information.

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