Adding template from file

On the main screen toolbar, click on the arrow next to the button and click on the Adding template from file option. At this point, the project template creation wizard screen will be displayed:

Fill out the fields in the following steps:

Note: It is important to note that the number of steps displayed in the wizard varies according to the configurations defined in the project type, so all possible steps will be displayed below.

The steps displayed will only be displayed according to the configurations made in the project type of the template.

This step will only be displayed if on the Approval tab of the project template type, the "Approval step?" option has been checked, the route type was set to be "Variable" or "Fixed" and the Route field was not filled. Through this section, it will be possible to define those responsible for the approval of the planning and revisions of the projects based on this template according to the configurations made in their type. To do that, the following fields are available:

Field
Responsibility route	Select the responsibility route for the approval of the project. If the route type defined in the configuration is "Fixed", it is only possible to define another route through this field, but it will not be possible to edit its members. Please note that only the approval responsibility routes are available for selection.
Approval type	This field is filled out by the system with the approval type (Incremental or Circular) defined when creating the responsibility route created previously.
Cycle	This field will be filled out by the system with a sequential number, indicating the project approval cycle.
Wait for all members approval	This option will be checked/cleared by the system, according to the configurations made at the time of the creation of the responsibility route selected previously. If this option is checked, the approval will only be released after all route members execute their tasks.

If the route type defined in the project type is "Variable", the following buttons will be available on the side toolbar of the list of records:

	Click on this button to add a new approver. Refer to the Configuring a new responsibility route section to obtain a detailed description on how to perform this operation. Note that by adding a new responsible user to a route associated with the approval of the projects based on this template, this inclusion will not be replicated to the route record made by the Configuration Responsibility route menu.
	Click on this button to edit the data of the responsible for approval selected in the list of records.
	Click on this button to delete the responsible for approval selected in the list of records.

After filling in the required field, click on the Finish button.

When performing an import of a project template, the following information shall be imported:

▪Task names;

▪Start and end dates;

▪Duration (calculated according to the imported start and end and considering the project calendar in SE Suite). The duration will be given in days and in whole numbers;

▪Milestones;

▪Predecessor restrictions between tasks: finish-to-start, start-to-start, finish-to-finish, and start-to-finish and lag;

▪Resource allocation (if file is .mpp and if the "Import resource hours allocation" option is enabled). Even if there are allocated resources that do not exist in the system, they will be recorded automatically.

▪Task restriction types: As late as possible, As late as possible, As soon as possible, Start no earlier than, Finish no earlier than, Start no later than, Finish no later than, Must finish on, and Must start on;

▪The actual percentage of tasks (if the "Keep the actual values of the tasks in import" option is enabled)

▪Description.

It is important to point out that, when performing an import:

▪The ID # of the tasks will be a sequential value generated by the system;

▪If a default task type is configured in the type that classifies the project template, the configured type and, consequently, its configurations (attributes, execution approval etc.) will be applied to the tasks that have not been finished yet.

▪The WBS is regenerated, regardless of the custom MS Project® value;

▪If there is any actual percentage entered, the task is imported as "Must start on";

▪The first resource in the Resources tab on the MS Project® task data screen is imported as the party responsible for the task, provided the user id, name, or login is the same. Otherwise, the person responsible will be the same as the project template;

▪If the project template is in hours, the effort, fixed effort, and duration controlled by effort fields will be imported;

▪The lag is imported as duration in days and only integer values;

▪The tasks with manual calculation are imported with automatic calculation.