Project Templates
Workflow (v8.xx)
If a workflow is assigned to a type of document used in a project template, the first status can be reached when the document is created, depending on the workflow definition. This occurs when the property ‘Status by default’ of the first workflow ...
Documents (v8.xx)
All document management features are available in project templates, but the way to use them is slightly different. Any kind of document can be created in a project template: standard Geniusproject documents, other documents, either from a template ...
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 ...
Access Templates (v8.xx)
Project templates are available to users when they are visible in the 'Portfolio', i.e. when the 'Refresh the list of projects' agent of the 'Portfolio' database has run. Project templates are visible to any resource having the role [ViewTemplates] ...
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 ...
Define a Project as a Template (v8.xx)
Defining a project as a template is very simple; all you need to do is set its status to "Template". Open the project description. Place it in edit mode by clicking "Edit" on the [Action] menu bar. Change the project status in the in the header of ...