In the Project Template Setup screen, an Admin can setup a Project Template with or without a structure as well as a Schedule Template with or without a structure. The Template screens are split for each Template type allowing for easy management.
Project and Schedule Templates are utilized in the creation of all projects within EPP. Scheduled templates are further used in scheduling the projects. Multiple templates can be established for this purpose. Templates are used to control the following project defaults:
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General information, such as a security organization
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Currencies and rates
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Workflow users
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Budget Admin approval thresholds and Budget ID formats
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Change Admin approval thresholds and Change ID formats
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Risk ID format
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Commitment ID formats
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Forecast approval thresholds
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Issue ID formats
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Fund Request ID formats