Creating a Project Template From Projects
After you have converted your Methodology Management data to projects and upgraded your database, you can create your project templates.
To create a project template:
- Click Projects.
- On the Projects navigation bar, click EPS.
- On the EPS page, click the Actions
menu and select Add
Add Project Template.
- In the Add Project Template dialog box, choose the General tab.
- On the General tab:
- In the Template ID field, type in a unique ID for the template.
- In the Template Name field, type in a unique name for the template.
- In the EPS field, click the corresponding
and choose the EPS where you want to store the template.
- In the Responsible Manager field, click the corresponding
and choose a responsible manager.
- In the Copy from existing project or template field, click the corresponding
and choose the methodology project you created in Converting Methodologies to Projects.
- Click Create.
Related Topics
Requirements After the Upgrade from P6 EPPM R8 or later
Requirements After the Upgrade from 7.0 to P6 EPPM
Last Published Thursday, October 31, 2024