Publishing Project Templates

Objective

After completing this lesson, you will be able to publish project templates

Project Template Publication

You must publish a project template to make it available to users who are creating projects.

When you publish a template, any previous active version of that template changes to archive status. You can create a new version from an archived version to recover a previous version as the current draft.

If the template contains team member rules file documents, those files are validated when you attempt to publish the template, and an error message tells you which team member rules files contain errors. You must fix any validation errors in team member rules files before successfully publishing a template.

To publish a template, choose ActionsPublish on the Overview tab.

A Project Template's Actions menu is open with the Publish option highlighted.

Summary

  • Publish for Availability: Publishing a template makes it accessible for users who create projects.
  • Version Management: Publishing changes the active template to archive status; create a new version from archived if needed.
  • Validation Requirement: Validate team member rules file documents before publishing; errors must be fixed for successful publication.
  • Simple Action: To publish, choose Actions, Publish on the Overview tab.