Creating project templates

Project templates allow users to quickly replicate project details such as File Manager folder structure, Milestones, etc. when creating new projects.

1. To setup your project structure, click on the Project Finder.

2. Click New, to add a partition.

3. The Project Location is the partition in which the current partition or project you are creating will nestle under. Use the arrows available to select the appropriate location in the hierarchy structure. Then click Next.

4. You have an option to create a Blank Project or create from a Template. To create a partition, check the option to Create Blank Template. Click Next.

• See section on Templatizing a Project to learn more about Kahua templates.

5. Enter the appropriate details. Below are several fields that may need clarification:

• Partition Type – allows you to determine whether this partition is for Navigation (ex. East, Central, West), Program, Subprogram, Project, or Subproject.

• Record Type – enables you to select what this specific project is for. The options available are Project, Node, Template, Test, and Training.

• Number – by default will populate automatically with the next number but have the option to change or leave blank if not needed.

6. After entering details, click Save. You will now see the new partition/project in the Project Finder.

7. Repeat these steps until you have created a structure that fits the company. If any partition or project details need to be edited, select the pencil icon next to the partition/project name.