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• You can manually enter project options for a new project template

• You can copy a project definition from an existing project or template

Prerequisites

   Set up your Project Types. See: Project Types.

   Set up your Project Statuses (optional). See: Project Statuses.

   Set up your Project Role Types (optional). See: Project Role Types.

   Set up your Project Classifications (optional). See: Project Classifications.

   Set up your Project Customer Relationships and Contact Types (optional). See: Project Customer Relationships and Contact Types.

   Set up your Credit Types (optional). See: Credit Types.

   To create a new template:

1. Navigate to the Setup Project Templates form.

2. Choose New from the Find Projects window or from the Project, Templates Summary window.

3. Enter the basic project template information, including number, name, organization, and project type in the Projects, Templates window.

4. Set up the appropriate project options for the template by choosing which options to display or hide. See: Specifying Project and Task Options for a Template.

5. Setup the Quick Entry fields. See: Defining Quick Entry Fields.

6. Enter or modify tasks for the template. Oracle Projects automatically creates one default task for the template. See: Entering Tasks (WBS) for a Project.

7. Enter or modify the appropriate project and task options. See: Project and Task Options.

8. Enter or modify the budget. See: Entering a Budget Draft.

9. Save your work.

   To copy from an existing template or project:

• Find the project or template you want to copy, and choose Copy. Modify the copied template definition if necessary. See: Creating a New Project from a Project Template or Existing Project

See Also