Who can access my Template?

You can create as many Templates as you need. Anyone listed as a Resource on the template, with “Observer” access rights or higher, will be able to use the template.

When a new project is created based on a Template, the New Project Wizard allows users to “Import Resources.” The user can import all Resources listed on the Template or just those Resources assigned to tasks on the project.

If your template includes place-holders which are assigned tasks, the user simply needs to go to the list of Resources and replace the placeholder name and email with the name and email address of the actual person who will be assigned to those tasks when a new Project is created. The Task list will automatically display the new name in the Assignments list.

Add comment