| To use templates |  |
| Templates provide a user-friendly way to define a project. For one template code you can define three templates: A project template. An element template. An activity template. A project template enables you to predefine a set of project types for a company. If you select a predefined template during the project definition, a large number of fields are filled according to the template definition. An element template enables you to create a structure of predefined elements. If you create a project, the element structure linked to the same template code is automatically defined. You can also store an activity structure for a template code. The activity template works the same as the element template. The procedure to create templates uses the following sessions: Project Template Codes (tppdm5100m000). Template - Activity Relationships (tppdm5103m000). Template - Project Data (tppdm5101m000). Template - Elements Relationship (tppdm5102m000). Project Template Codes (tppdm5100m000). Create Project from Template (tppdm6200m000). A procedure ends if an error is found, and consequently a report is printed, or the project is entered in the project table. The procedure is made up of two parts. First part of the procedure: Create a template code. In the Project Template Codes (tppdm5100m000) session you can enter a new template code. For existing template codes you can see whether a code has a project/element or activity template linked to it. You can set a default budgeting method and link the OBS for a template code. Make a template for the project, or set up a structure. If you entered a template code, on the Specific menu you can select one of the templates. Note that you can create a complete project with the Template - Project Data (tppdm5101m000) session, and that the other two templates are only relationship or structure builders. Save, and return to the Project Template Codes (tppdm5100m000) session. Second part of the procedure: Create a project from an existing template in the Create Project from Template (tppdm6200m000) session. In a day-to-day situation, you start the template procedure with this step. New templates do not have to be created regularly. You will not view the company templates. However, you can use this session to link a new project to an existing template. You can also add an additional structure from a different template to the element or activity structure you are already working with. For an element structure, you can use more than one top. For both types of structures, you cannot link an element or activity to the existing structure which is the same element or activity as used. The OBS structure that is linked to your template code must be the same as the OBS code of the template you copy a structure from. If your template code has no OBS linked to it, you can only use a template code with no OBS. Print project report and insert project in table. If you linked a template to a new project code, click Continue, ERP LN prints a report if an error occurs, otherwise ERP LN automatically inserts the project in the project tables of the General Projects (tcmcs0552m000) session and the Project (tppdm6100s000) session. Related topics To create a project |