steps to create project template
DESCRIPTION
Steps to Create Project TemplateTRANSCRIPT
1. Navigate: Setup Projects Project Templates
2. Click New Button
3. Enter the required Project Templates Header InformationNumber: 01142014Name: AMTI - ProjectsType: AMTI Proj - IndirectOrganization: ICT Tech ServicesLong Name: AMTI Projects Template
Trans Duration: From 01-JAN-2015 To 31-DEC-2015Description:
4. Save your work.5. Click Structures Option Select radio head button Save Click Details Button
6. Select Financial Structure, Workplan Structure and Deliverables to enable Click Apply button
7. Close the window8. Go Back to Projects, Template Window Click Tasks Click Details Window.9. Enter 01 Task Number as the Top Task
10. Click Create Subtask (this will be the 1st subtask of the Top Task INSTALLATION)(Note: that the subtask is indented automatically)
11. Add another subtask from Top Task INSTALLATION, click 01.01 subtask then click Create Peer Task button(Note: Perform the same steps for additional subtask)
12. To create another Top Task with subtasks, Click 01 Top tasks then click Create Peer Task Button
Perform the same steps (steps 8 -12) until you complete the Project Plan.13. Save once completed then Close the Form.
14. Change Status from unapproved to approved status. Click OK
15. Closed the form. End - Project Template Created.