Creating Activity Templates

To create a new activity template:

Click the Application Configuration tab.
Select the Activity Templates link.
Click the Create a New Activity Template button. The Create Activity Template page is displayed.
In installations that have multiple initiatives configured within the same system, select the appropriate initiative from the Initiative pull-down menu.
Based on the initiative, the Roadmap family pull-down will be populated. Choose the appropriate roadmap family for your new activity template.
Select the activity type for which this template is being created.
Select the Activity Sub Type for this activity template.
Enter a name for the activity template. This name will be used within the system and will not be visible to any user other than the administrator.
From the drop-down list select if this activity template will be used as a template or as creation_defaults. You can choose to use this as a template for creating activities on roadmaps, or as creation_defaults. Creation_defaults are used to set default field values so new activities on the Roadmap appear as in-line rows.
You can also enter a description and the estimated time duration (in days) for this activity. This will be the default duration for this particular activity in every project that uses this activity template.
Select a default Labor Expense Type (LET) from the drop-down list.
From the drop-down menu select the Plan Effort Type and Actual Effort Type.
Select if you want to enforce resources. If you select Yes, then select the mandatory resources. You can also the select if all resources are required for this activity type.
From the Approvers pane, you can manage permissions for the approvers and you can also choose to enforce approvals and approvers for the activity template.
From the Percentage Completion pane, you can select how you want the percentage complete to be calculated.
Click Create to save your changes.

Creating Activity Templates

See Also