Deltek Open Plan Help

Using the Help Search
Using the Help Search
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Insert Project Template Dialog Box

The Insert Project Templates dialog box lists the project templates to insert into the currently open project.

The Project Templates to Include in New Project table displays the following information for each template:

  • Project Template: This column of the table displays the names of the project templates that you plan to use to create this project.
  • Mode: This column of the table displays the mode in which the project template is being used in the project. There are three modes:
    • Normal: The activities in the project template are inserted as activities directly into the project.
    • Subproject: The project template is added to the project as an internal subproject.
    • External Subproject: The project template is added to the project as an external subproject.
  • Subproject Name: This column of the table displays the name given to the project template when it is added to the project as either an internal or external subproject. If this column is blank, the project template name is used for the subproject name.
  • Project Name: This column of the table displays the name given to the project that is created when a project template is added to the master project as an external subproject.
  • Prefix: This column of the table displays the prefix to add to the project template activity IDs. With the possibility that the activity IDs in the template are the same as those in the project when you are adding the template in Normal mode, adding a prefix to the template activity IDs helps to ensure that they have unique IDs. Please note that you can add only a prefix or a suffix to the project template activity IDs. You cannot add both.
  • Suffix: This column of the table displays the suffix to add to the project template activity IDs. With the possibility that the activity IDs in the template are the same as those in the project when you are adding the template in Normal mode, adding a suffix to the template activity IDs helps to ensure that they have unique IDs. Please note that you can add only a prefix or a suffix to the project template activity IDs. You cannot add both.

Buttons

The table below provides information about the buttons in this dialog box to help you manage the templates for the new project.

Button Description
Select Templates Clicking this button displays the Project Template Selection dialog box that you can use to select the template(s) to add to the project. The dialog box also gives you the option to add the template(s) either as activities in the project, as an internal subproject, or as an external subproject. Plus, you can specify the number of times to add the selected template(s) to the project.
Delete Templates Selecting a project template from the table and clicking this button deletes it from the project. When asked for confirmation, click Yes.
Change Settings Selecting a project template from the table and clicking this button displays the Project Template Setup dialog box. This dialog box is used to change the mode in which the template is incorporated into the project and whether or not to add a prefix or suffix to the template activity IDs.

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