Project

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Table of contents

project template

A project template is a model containing key information: Project

It is possible to create a project from this template : projects will be created in a harmonized way. Certain information entered in the project template is copied into the project created via this template.

Once created, the template can be used to create a new project and/or insert new elements into an existing project.

A template can be applied to several projects at once.

The template is useful for managing the project lifecycle, in particular via the Workflows and Automations

List of project templates

Screen listing all project templates on the platform

Filter

We can have a filter All projects or a filter that works with criteria.

This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.

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Once selected, a filter remains active until deselected by the user. When logged out, if a filter was active at logout, it will still be active the next time the user logs in.

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This list of project templates can be filtered using one or more filter criteria:

Click on Register to apply the filter and Close to return to the list.

Create a new project from this template Accesses the form for creating a project from a template, in this case the template hovered over. Projects

In this list, you can view: the Wording of the project template , its Codeits usetemplate creation/insertiontemplate ), its status.

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Rights required : Viewing project templates

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It is possible to impose the use of templates. To do this, the user must only have the right to Using templates in projects and not Project creation

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A view can be set for this screen: Template management

Add

Allows you to create a new template . Project - Creation of a template

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Rights required :

Viewing project templates
Creating a project template (creation)
Viewing attributes in the project (creation)
Updating attributes in the project (creation)

Edit

Allows you to modify an existing template . Project - Modification of a template

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Rights required to modify a template :

Creating a project template

Creating a project template is divided into two parts:

template creation form with general information
template setup and structure definition

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Rights required :

Viewing project templates
Creating a project template (creation)
Viewing attributes in the project (creation)
Updating attributes in the project (creation)

template creation screen: label, code, description, links and multilingual management

Here are the fields found in this screen:

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Validates your changes. This may redirect you to the previous page on some screens.

Modifying a project template

When the template created, three tabs appear: Documents + Reports + Setting.

You can add more themes to your project, and the added elements, such as tasks, will then be copied into your project. To see how to add elements to your template Projects

Here, we will focus on the tab Setting of template project template .

The template settings template divided into five tabs:

Duplicate

With a single click, this button saves a copy of the project template currently being modified. It will appear in the list of project templates. A window opens, allowing you to define a Wording to copy this template. To save, click on OK or cancel Cancel It will be possible to directly modify the new project template .

Save As window for a project template

Delete

Allows you to delete a template .

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Right required : Deleting a project template

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Rights required to modify a template :

Seehistory

Displays the list of changes made to this template by all users.

Stocks are sorted from the most recent to the oldest date.

General tab

Here are the fields found in this screen:

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form creation for future projects

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duplication of future projects

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Project start date

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Project end date

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project status

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Creator as project manager

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project manager

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Project logo

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Add project roles to the designer

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Type of summary sheet

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If multilingual configuration is enabled, an additional field must be filled in a section Multilingual. This field corresponds to the object label in the other language.

Team tab

Project template settings team tab

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Rights required : structure link users to a project

In this tab, you can see which roles are part of the project team (checkbox). Users can be assigned to these roles. They will therefore have more or less rights, depending on the role.

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Even if roles are set as mandatory in the team, assigning roles to users will be optional here. However, once the project has been created, roles will reappear as mandatory.

Attachments tab

Project template settings tab

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Rights required :

This tab is divided into two parts:

template information
Information copied when creating a project from this template.

Attachments here concern the selected project template and the projects that will be created using this template.

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Even if hierarchies are set up as mandatory for project templates or projects, template links will be optional here. Once the project has been created, however, hierarchies will reappear as mandatory.

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It is possible to link the project template or the project to hierarchies, if their structure link to the object project template or Project is checked. Hierarchies - Hierarchy card tab

Themes tab

Themes tab in project template settings

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It is possible to view the theme. Reports in the project space menu template . It is possible to add certain reports that will be executable from the project.

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Rights required : View reports in the project area)

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Rights required : Project modification

In this tab, you can activate or deactivate themes for this template , and therefore for projects created using this project template :

Planning : it is possible to have the same features as in the project space: add phases and milestones, change dates, etc.
Budget : it is possible to prepare the budget and add the various expense items that you want to allocate. It will only be possible to enter the target the template contain any execution data.
Resource : you can access the Resource summary. You can create a team based on the scope of the future project. You will then be able to assign named resources or generic resources and enter a target workload.
revenue : it is possible to access quotes and invoices
risk : it is possible to assign risks already identified on the template modify their severity.
task : it is possible to add tasks based on already identified needs, particularly for projects with a defined and restrictive methodology.
exchange The template will template includeexchange data, which is why theexchange theme exchange in the project space menu.

Workflow tab

In this tab, you can define a workflow process. This is a process that determines validation steps. For example, I can add a standard process for a status in progress.

Workflow tab for project template settings

Here are the fields found in this screen:

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This button allows you to add a workflow to template .

Automation tab

In this tab, you can define an automation. Automations It's a process that determines the validation stages.

For example, I can add an automated request validation or milestone validation function if the associated tasks have all been completed.

Project template settings automation tab

Add

This button allows you to add automation to template .

Apply to projects created from this template

If projects were created from this template before automations were added, for example, then it is possible to apply all automations to these projects.

Parameterization according to automation

The field Variable code is read-only: once the Single object selected, Project Monitor will tell you which code it refers to.

Automation	Single object	Trigger object	status trigger or attribute	Filter on object orattribute value	Description	Trigger on last element
Apply a template	Administration > Model settings > `Templates` > Project template code Project	No status (manual) projectstatus status document status task status phase status milestone attribute value	projectstatus : list of project statuses status document document status : list of document statuses status task task status list status phase phase status list status milestone Done" checkbox attribute value: list of list-type project attributes	projectstatus : / status document : / status tasktask type task status phasephase or milestone type milestone status milestonephase or milestone type attribute value: list of values according to the selectedattribute	Adds the following elements of the selected template to the project: - Attachments - Roles - Themes - Forms - Attributes - Planning - Resources - Reports - Budgets - Automations Replaces the following elements of the template selected on the project: - Logo - summary sheet - dashboard template - Project header - Workflow Does not allow elements to be removed from the project in relation to the template applied. For example, if the resources theme is activated and valued in a project, when a template is applied which does not have the resources theme activated, it will remain activated in the project after the template has been applied. If the project's current template is reapplied, the information will not be duplicated.	Not available
Close child tasks when parent task is closed	Administration > Field settings > Lists > `status task` > task status code Lists (to meta status completed)	status task	status task list of task statuses (at completed status )	task type: all types or one type in particular	Allows you to link the status of parent tasks to child tasks. For example, if a parent task is completed, then all child tasks will also have completed status .	The automation will be executed when the last element of the trigger type setphase, milestone, task or document) in the project is at the trigger value.
Insert a template	Administration > Model settings > `Templates` > Project template code Project	No status (manual) projectstatus status document status task status phase status milestone attribute value	projectstatus : list of project statuses status document document status : list of document statuses status task task status list status phase phase status list status milestone Done" checkbox attribute value: list of list-type project attributes	projectstatus : / status document : / status tasktask type task status phasephase or milestone type milestone status milestonephase or milestone type attribute value: list of values according to the selectedattribute	Adds the following elements of the selected template to the project: - Attachments - Roles - Themes - Forms - Attributes - Planning - Resources - Reports - Budgets - Automations Does not allow you to remove elements from the project in relation to the inserted template .	Not available
Change task status when milestone status changes	Administration > Field settings > Lists > `status task` > task status code Lists	status phase status milestone	status phase phase status list status milestone Done" checkbox	status phasephase type or milestone status milestonephase or milestone type	When the status a schedule elementphase or milestone) is changed, all its associated tasks must change status according to what has been set in the automation. The automation can be triggered by a certain type of phase or milestone (e.g. a scoping milestone ). If there is no task linked to the modified phase or milestone , then the automation is not triggered.	The automation will be executed when the last element of the trigger type setphase, milestone, task or document) in the project is at the trigger value. For example, when the last milestone in the project that has a task in dependency is "Done", then the associated tasks will change their status to Completed.
Change project status	Administration > Field settings > `Lists` > `project status` > Project status code Lists	No status (manual) status task status phase status milestone attribute value status document	status task list of task statuses status phase phase status list status milestone Done" checkbox attribute value: list of list-type project attributes status document document status list	status tasktask type task status phasephase or milestone type milestone status milestonephase or milestone type attribute value: list of values according to the selectedattribute status document : /	Modifies the project's "status " technicalattribute with a value from the "projectstatus " list.	Not available
Modifying the status of the parent task	Administration > Field settings > Lists > `status task` > task status code Lists	status task	status task list of task statuses	task type: all types or one type in particular	Allows you to link the status of child tasks to parent tasks. For example, if a child task changes status to current, the parent task automatically changes status to current or another status of your choice.	The automation will be executed when the last element of the trigger type setphase, milestone, task or document) in the project is at the trigger value.
Change milestone status when task status changes	Administration > Field settings > Lists > `status phase or milestone` > phase or milestone status code Lists	status task	List of task statuses	task type: all types or one type in particular	When the status of a task is modified, all associated schedule elements must change status according to what has been set in the automation. The automation can be triggered by a certain type of task (e.g. a Technical task ). If there is no milestone linked to the task, the automation is not triggered when the task changes status . If there are several tasks linked to a planning element, then automation is triggered when the last task linked to the same phase or milestone reaches trigger status .	The automation will be executed when the last element of the project's trigger typephase, milestone, task or document) is set to the trigger value. For example, when the last task in the project that has a phase dependency is completed, the associated phases will also be set to Completed status .