Project Templates
In the Project Description (v10.xx)
The project description of a project template is created either from scratch or by copying an existing project. Change the 'Status' field of the project description to 'Template' (code #01). In the 'Participants' section, fill in the lists with ...
Access Templates (v10.xx)
Project templates are available to users when they are visible in the 'Portfolio' database, after the 'Refresh the list of projects' agent has been run. Project templates are visible to any resource with the [ViewTemplates] role in the Portfolio. For ...
In the Plan (Gantt) (v10.xx)
To plan a project template is essentially the same as planning a standard project, with the following exceptions: The author of the plan (Gantt) should be the 'Project Leader' generic resource. This is because, when the plan is synchronized and tasks ...
Workflow (v10.xx)
If a workflow is assigned to a document type used in a project template, the initial status can be applied when the document is created, depending on the workflow definition. This occurs when the property ‘Status by default’ of the first workflow ...
Documents (v10.xx)
All document management features are available in project templates, though their usage differs slightly. Any kind of document can be created in a project template, including standard Cerri Project documents, and other documents either derived from a ...
Define a Project as a Template (v10.xx)
To define a project as a template, all you need to do is set its status to "Template" by following these steps: Open the project description. Enter edit mode by clicking "Edit" on the [Action] menu bar. In the header, change the project status of the ...