Create a Project Template

Overview

The Enterprise Service Management (ESM) Project & Portfolio Module (PPM) supports the creation of Project Templates which is a sort of bare-bones, or generic, project that contains many of the basic features of a project so as to facilitate quickly creating similar projects.

By creating a template(s), projects can be created and stood up faster than attempting to create one by hand.

Important
Project Templates can only be created by <WHO>. [HOW TO REQUEST ONE]

In this article:

What materials do I need?

  • Internet access
  • Web Browser
  • TDWorkManagement access
  • PPM access

Create a New Project Template

  1. Login to ESM.
  2. Click the Application menu, click the Project templates app.
  3. The Project Templates tab will appear/be selected.
  4. Click the +New Project Template.
  5. Name the template, give it a descriptions and choose which components you would like to have included in the template. (Briefcase, Contact, Issues, Link, Plans)
  6. After all Components are checked, click the Save button.

The template will now appear in the Project Templates left navigation.

Tip
By default, a Project Template is marked as Private and only the creator is able to use the template. Once the template has been customized, it could be made globally available so any authorized individual with PPM access can apply the template when creating new projects.

Build-out the Template

The following steps can be followed now that the template has been created to flesh it out to a point where if it were applied to a project, it would address many of the basic needs of the project's various sections.

  1. Expand the new template in the left navigation.
  2. Click Briefcase in the left navigation, and add any default briefcase folders and files.
  3. Click Contacts in the left navigation. Add any default contacts and contact information.
  4. Click Issues and add any default issues or issue categories.
  5. Click Links in the left navigation, and add any default web links, web link details, and web link categories.
  6. Click Risks Register in the left navigation and add any default risks.
  7. Click Plans and create any standard plans and plan details.
  8. Click the project plan name in the Plans list to add tasks and task details.

Now, whenever you create a project or project request, you can choose to apply a project template. All the default project information configured in the template will be filled into the newly created project.

Make a Project Template Available for Use by Others

By default, new templates are set as private, which prevents other users from seeing and using the template.

Making a project template global will allow any individual with access to PPM to apply this project template when creating new projects. This does not give other individuals the ability to edit or modify this template. Only the creator can edit or modify their project templates.

To make a project template global:

  1. In TDWorkMnagement, click the Applications menu, then click Project Templates.
  2. Click the template name from the template list in the main page or click the template link in the left navigation.
  3. Click the Mark Global button.

Inversely, if a template is global and you want to make it private, click the Mark Private button.

Need additional help or have issues

For support, requests may be submitted anytime using the appropriate Enterprise Service Management form. Requests generate a Ticket which will be worked in order received and urgency by IT Employees with the knowledge and permissions to assist with the request.

For immediate assistance please review the Contact Us page for the appropriate support group.

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