Set up modules in the project template

Setting up modules is optional. For example, you can configure a Cost Sheet in your project template. When you create a new project using this template, you will have the option of copying this Cost Sheet into the new project.

Project Templates have the same fields as a new Project.

Note: Some fields are not filled in or not copied over when you copy from a template because they are not relevant until a project is created, like Project Start Date and Project Image.

Member Companies

You can select project member companies from your company's list of partner companies. See Managing Member Companies.

Access Control

Enables setting up default permission settings for users and groups. See Grant project user permissions through Project Access Control.

Users and Groups

As with projects, you must add at least one user to the project template before you can activate it. Users and groups added to a project template are always copied by default from the template to the project created from it. See Managing Project Users and Groups.

If your groups are going to be similar across all of your projects, you can define them once in the template rather than creating them in each project. It is not recommended that you put Users into the Project Template unless you know that those users will be on every project. The one exception is that a Project Administrator is required to be named in the template. Users cannot be deleted once they are in the Template, although Users can be deactivated.

Projects Templates can include the following modules:

Business Process Setup

Business Process setups created in the template can be copied over to projects.

Rules

You can define project level cost or funding rules.

Project Information

You can define the business process that will be used in the Project Information: General node.

Gates Setup

You can include a gates setup in your project template. See Setting up Gates.

Cost Manager

You can define any or all of the following in a template:

Cost Sheet (includes Worksheets and Work Packages)
You can create a cost sheet for the project template. This is similar to creating a cost sheet for a project. And like projects, you can also include worksheets and work packages.
Funding Sheets
You can create a project fund sheet, and commitment funding sheet structure.
Schedule of values (SOV) (Structures for General Spends, Payment Applications, and/or Summary Payment Applications)
- For General Spends SOV, the SOV structure is copied from an SOV template in the Templates log.
- For Payment Applications SOV and Summary Payment Applications SOV, the structure is copied from the line item grid structure of the Payment Application Business Process. This means that you must first complete the Business Process (BP) setup for the Payment Application BP before you can create the structure.
Cash Flow Curves
You can create Cash Flow Curves.

Note: Since only one Cost Sheet, Funding Sheet, SOV structure (of each type) and commitment funding structure can exist in a project, make these choices carefully. Once you create these items in the project template, you can modify them, but will not be able to delete or replace them.

Document Manager, Project Documents

You can create a folder structure for the document manager that can be used across projects. These can be created from Folder Structure Templates, or folders can be added manually. Unlike Folder Structure Templates, you can also assign users (if they are in the project template) folder-level permissions, and can import folders and folder properties.

Resource Manager

You can create the setup and resource sheets in the template.

Schedule Sheet

A Schedule Template will be used to create the Schedule Sheet. Like the Cost Sheet, once this is created, it cannot be deleted.

User-defined Reports (UDRs)

You can create one or more user-defined report templates, which will be used for project user-defined reports. You can import user-defined reports into project templates from project templates in other companies and Unifier environments. For more information, see Importing User-Defined Reports into Project or Shell Templates in the UnifierModules Setup Administration Guide.

To set up modules in the project template

Open the project template.
Click a module and add the applicable information. This information can be carried over to new projects created from the template.

Last Published Friday, February 2, 2024