|
Achieve Planner Training >
Getting
Started Tutorials > Tutorial # 5
Tutorial #
5 - Using Project Templates
Overview
If you have certain project types that
require the same set of common tasks, a project template
can help you quickly create new project instances
without having to manually enter all the same tasks each
time.
For example, our tutorial user Jane
Smith writes help files and always begins with the same
common set of tasks. Therefore, creating a Help File
Template is a sensible thing to do.
Video
Click on the image or link below to
start the video for this tutorial in a new Window.
Hint: You can use F11 key to toggle
full screen mode on/off to make more room for the
tutorial window.
Click Here to Start the Video
<< Previous Tutorial
| Next Tutorial >>
Q & A
Q: What are the steps
for creating a project template again?
Here are the steps:
1.
In the Outline tab,
under the Work result area, create a new project
called Templates.
2.
Set the priority to D
to ensure that template projects are not scheduled.
3.
Add a subproject named
Help File Template as a child of Templates.
4.
Enter the tasks that are
performed each time as children of the Help File
Template project:
Once the template project is ready,
you can create a new instance of a “help file” project
using this template. For example, Jane needs to create a
new project for the “Enterprise Help File” she is going
to develop for Acme Routers, Inc.
You can do this by following these
steps:
1.
Ensure that you are in the
Projects tab and Work result area is
selected on the filter bar.
2.
Press and hold down the
left mouse button on the row header for the row
corresponding to the Help File Template. (This
highlights the whole row.)
3.
While still pressing the
left mouse button, press and hold down the Ctrl key and
drag the Help File Template row to the Acme
Routers, Inc. project row. As you drag the row, you
will see the red arrow
target indicator move accordingly.
| Drop After
->
|
|
| Drop As Child
-> |
|
| Drop Before -> |
 |
Note: Holding down the
Ctrl key during a drag operation performs a copy of
the dragged row rather than a simple move
4.
When the target indicator
is over the Acme Routers, Inc. project indicating
a child drop (red arrow is in the middle and slightly to
the right of the target row), release the mouse to drop
the template. Make sure that you hold down the Ctrl to
ensure that you make a copy of the template.
5.
A new copy subproject of
the dragged template containing copies of the common
tasks (and any other project details) has been created
as a child of the target row. Edit the name and change
it to Enterprise Help File.
6.
Update the priority of the
new project as needed (make it an A project.)
Send us Your Feedback and Questions About This
Tutorial
This is awesome! I can think of dozens of ways to use
templates. Thank you for your wonderful products and for
providing such thorough training!
Mercedes
|
