Sub project document templates

Sub project template types will display all data related to the sub project.

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

 Administration tools > Document Templates > Edit bookmarks

Tips:

Create a document template

ClosedComplete the following steps
  1. Click New
  2. Select the template type Sub project.
  3. Type a template name.
  4. Provide a description.
  5. Select the new template options - new or import.
  6. Click save .

Edit the template

Refer to the topic on editing templates  more...

View the template from the project

ClosedComplete the following steps
  1. Open a project.
  2. Select Documents from the toolbar.
  3. Select Create sub project document.
  4. Click the drop down at Sub project and select the sub project you are creating the document for.
  5. A list of Sub project type documents will appear - select one.

View the template from the sub project

ClosedComplete the following steps
  1. Open a project.
  2. Select the Project Plan > Sub projects tab.
  3. Double click a sub project.
  4. Select the Documents item from the toolbar.
  5. Select Create sub project document.
  6. A list of Sub project type documents will appear - select one.
  7. Create.
  8. A document will be generated for the sub project that is currently open.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: Concept Link IconView Topics

Or try reviewing the following Document Templates topics: Concept Link IconView Topics

 

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