Work Package Templates Tab

The Templates tab displays any templates that have been attached to the work package. You can assign templates to a work package or remove templates from a work package from this tab. You can only assign or remove templates if the status of the Work Package is Registered or Draft Approved. Once a work package has been approved, you cannot change the templates that are assigned to the work package.

The list of templates that are available to be assigned is governed by the information on the Details Tab of the work package. The Location, Year and Budget Code fields on the Details Tab act as a filter, so that only those templates that match these details are available.

The Templates tab displays two boxes. The box on the top of the window displays all the templates that are available to be assigned to the work package. The box on the bottom displays all the permits that have been to be assigned to the work package.

To assign a template to a work package:

  1. Open the Work Package window.

  2. Find the work package to which you wish to assign templates. Change to the Templates tab.

  3. Highlight the template you want to assign in the list of available templates, or use the Control key as you click on the list of available templates to highlight more than one template.

  4. Click on the single down arrow or double-click on the highlighted template.

    The templates you highlighted will move from the list of available templates to the list of assigned templates.

To assign ALL templates to a work package:

  1. Open the Work Package window.

  2. Find the work package to which you wish to assign templates. Change to the Templates tab.

  3. Click on the double down arrow.

    All templates will move to the list of assigned templates.

To remove templates from a work package:

  1. Open the Work Package window.

  2. Find the work package from which you wish to remove templates. Change to the Templates tab.

  3. Highlight the template you want to remove from the list of assigned templates, or use the Control key as you click on the list of assigned templates to highlight more than one template.

  4. Click on the single up arrow or double-click on the highlighted template.

    The templates you highlighted will move to the list of available templates.

To remove ALL templates from a work package:

  1. Open the Work Package window.

  2. Find the work package from which you wish to remove templates. Change to the Templates tab.

  3. Click on the double up arrow.

    All templates will move to the list of available templates.

Related Topics:

Template Overview

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Assign Templates to a Work Package