Add a Project Template - EcoSys - 3.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.01)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.01

You can create a project template using the methods below:

  • Create a template manually by adding a new template structure

  • Create a template from an existing project

Create a Template Manually

This procedure allows you to add a new project template in the Template Register panel.

  1. Navigate to Admin > Projects Admin > Project Template Setup.

  2. In the Template Register panel, click the Insert Row icon to add a new row.

  3. Type in a Template ID and Template Name.

  4. Click the Cost Object Status drop-down to select the required cost object status.

  5. (Optional) Select the Time-Phase check box to enable time-phasing.

  6. Click the Save icon.

Create a Template from Existing Project

This procedure allows you to add a new project template from an existing project in the Project Setup.

  1. Navigate to Admin > Projects Admin > Project Template Setup.

  2. Click the Actions list and select Create Template From Project.

    The Create Template From Project dialog box appears.

  3. Type in a Template ID and Template Name.

  4. Click the Project ellipsis to select the required project. By default, the last selected project appears.

  5. (Optional) Type in a Comment.

  6. Click the Run button. The Create Template From Project confirmation dialog box appears.

  7. Click the OK button.