Describing Project Template Administration

Template Creator group members can perform the following template administration tasks:

• Publish, edit, delete, and revert project templates.
• Assign display rank to project templates.
• Add subprojects to project templates.
• Specify a group as the subproject owner in a subproject template.
• Export and import project templates.
• Export and import supplier management project templates.

There are default templates for each solution that become available in your realm during the solution enablement. You can copy and modify a template or create a new one.

Some of the factors that will determine the content of the templates you create for your users include:

• Team members for the project and their roles
• Additional documents to attach to the project
• Tasks for various team members to perform, and their order
• Routing for reviews, negotiations, and approvals
• Access control and conditions to hide or expose different parts of the project under different circumstances
• The number of different business processes you want to support in a single template

• Template Creator group members manage templates by updating processes and streamlining project creation steps.

• Templates support exporting and importing.

• Default templates are available; they can be copied, modified, or newly created according to project needs.

• Template design considers team roles, task order, review/approval routing, access control, and supported business processes.