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.