New Project Template Dialog Box

When you create a Project template, ConceptShare prompts you to specify the details of the template. These details help you and other users identify and search related files, and keep track of your Project. Your access to these settings is dependent on your version of ConceptShare.

Contents

Field	Description
Name	This is the name of your Project. Use this field to suggest a unique naming convention so you can easily identify your Project. For example: SeasonYYYY_Client_UniqueJobName
Description	Enter a description to provide users with information about the purpose of Projects using this template.
Tags	Use tags for search and identification purposes. You can tag Projects with a specific term or client name and use these terms to search ConceptShare. Note: Tags are space-sensitive. For example, Fall 2015 and Fall2015 are considered two different tags.
Owner	A Project owner is responsible for ensuring the Project is completed on time. Specify a default owner for all Projects created using this template. The owner can be changed as individual Projects are created. You can change this information by clicking the small "x" to the right of the name and entering the name of the new owner (required). ConceptShare automatically adds the Project owner as a resource on the Project with the role of Project Administrator.
Phase Group and Phase	Phase Groups and Phases help you track the progress of your Projects. An administrator can create custom groups and phases for your organization; otherwise, they will remain blank. Important: Statuses, Phases, and Phase Groups are available only in the Enterprise Edition of ConceptShare.
Custom Forms	Custom Forms allow organizations to gather information that is critical to their processes. Important: Project Templates are available only in the Enterprise Edition of ConceptShare.