Create and Update Project Template - EcoSys - 3.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.02)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.02

You can create a project template using the methods below:

  • Create a template from an existing project

  • Create a template manually by adding a new template structure

Create a Template from Existing Project

This procedure allows you to add a new Project Template from an existing project.

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

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

  3. Type in a Template ID and Template Name.

  4. Click the Scheduler Method ellipsis and select the required scheduler method.

    If you do not need a scheduler project, select Non Schedule Project.

  5. Click the Project ellipsis and select the required project.

  6. Click RUN and then OK.

Create Project Template Manually

This procedure allows you to create a new Project Template manually in the Template Register panel.

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

  2. Click the Project Template tab.

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

  4. Type in a Template ID and Template Name.

  5. Select the cost object status from the Cost Object Status list.

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

  7. Click the Scheduler Method (ID) ellipsis and select the required scheduler method.

  8. Click the Calendar (ID) ellipsis and select the calendar that you want to assign to the Project Template.

  9. Click the Save icon.

    You can customize the view of the Template Register panel from the view settings.