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Location: File  Project template
Prerequisites*:
▪Project type ▪Project ▪.mpp, .mpx, or .xml file |
Optional:
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*will vary according to the selected template creation option.
Overview:
Project templates are previously planned structures that may be used when adding new projects or when standardizing those with similar purposes. Use this menu to create all the templates that will predefine determined information in the projects added to the system.
Specific buttons:
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Click on the arrow located next to this button and select the desired option:
▪Add new template: Allows adding a new blank template. For further information on this operation, see the Adding new template section. ▪Add project from existing project: Allows adding a new template from an already created project. See more details about performing this operation in the Adding template from existing project section. ▪Add template from file: Allows adding a project template from the import of an .mpp, .mpx or .xml file, with the help of a wizard. See more details about performing this operation in the Adding template from file section. |
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Click on this button to edit the data of the project template selected from the list of records. See more details about performing this operation in the Editing project template section.
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Click on this button to delete the project template selected from the list of records. Note that project templates that have a relationship cannot be deleted.
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Click on this button to access the SE GanttChart of the project template selected in the list of records and so, assemble its structure.
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Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.
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Click on this button to export the GanttChart of a project template selected in the list of records. See further details in the Exporting projects section.
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Click on this button to unblock a project template being edited through SE GanttChart or that is blocked by any other reason. Note that, after clicking on this button, the project will be available for editing. If SE GanttChart is opened by one user, and another user makes a change to it, the information of one of the two users may be lost.
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Click on this button to recalculate the schedule of an outdated project template. Select the desired record before clicking on the button.
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▪Use the "Search filters" to easily retrieve the desired records based on specific information. ▪The N column in the list of records on the main screen allows the logged-in user to identify their access level to the listed project templates. Hover over each icon to identify what they represent. |
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