General tab of the Add Project Template Dialog Box of the EPS Page

Overview

Use this tab to define the properties of a new project template. You can start with a clean template and add new activities or base your new template on an existing template or project.

Screen Elements

Template ID field

The unique alphanumeric short name you assign to your new project template.

The name can have up to 40 characters.

Template Name field

The long name of your project template.

The name can have up to 100 characters.

Description field

A detailed summary for the item.

The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

EPS field

The node in the EPS hierarchy where this project belongs.

Click Select to select an EPS element from the dialog box.

Responsible Manager field

The organizational breakdown structure (OBS) assigned to the project.

A responsible manager is required for each project and each level of the EPS.

Project Planned Start field

The expected start date for the project.

Must Finish By field

The optional date constraint you can specify for the project end date.

Getting Here

Click Projects.
On the Projects navigation bar, click EPS.
Select an EPS element where you want to add the new project, then click Row Actions and select Add Project Template.
Click the General tab.

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