Template status

Activity Center > Projects

Project statuses include a very useful status—Template. As the name suggests, it is assigned to projects that are to be used as a template, or a model, to create projects based on their details, including activities they may consist of. This can be a real time saver to those who create projects often and in large numbers. To learn  more about creating projects based on templates, refer to Creating projects based on templates.

 

The Template status is available on the Project statuses tab in System Lists.

 

The Template status of projects has a number of special features:

 

no email notifications will be sent out for any events (e.g. when you add tasks, change dates, assignees, etc).

Activities of 'Templates' projects are not visible on My Assignments page;

'Template' projects are hidden from the Activity Center, unless you use the 'Templates' view; and

You have an option to show 'Templates' on the Resource Loading reports.

 

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It is recommended that you use the Template status anytime you’re planning a new project and need to see how it’s going to affect your schedule without having to bombard your team with notification emails.

 

 

 

Editing the Template status

 

1.

In User menu | Settings | System lists, locate the project status named 'Template' and edit it as described here.

2.

Click 'Update'.

 

 

Viewing templates

 

You can view available templates using the Templates preset view in Activity Center.

 

To open the view:

 

1.

In Activity Center, click the view selector ().

2.

Select the Templates view.

 

 

 

 

 

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