Project task template fields

The fields of the project task template form are listed below and recommendations for using each of them are provided.

Theme (Subject)

A short description is entered in the Theme field, which is copied to the Theme field of the new project task when it is created based on this template.

Disabled

The Disabled checkbox is set if the project task template can no longer be added to any project template.

Instructions

The information is entered in the Instructions field, which is copied to the Instructions field of the new project task when it is created based on this template. It is possible to use basic text formatting in this field.

Comment

The information is entered in the Comment field, which is copied to the Comment field of the new project task when it is created based on this template. It is possible to use basic text formatting in this field.

Copy project comments by default

The Copy project comments by default checkbox is set if the same checkbox should be set by default for project tasks created based on this template.

UI Extension

In the UI Extension field, select UI extension to add to the project task created based on this template.

Category

In the Category field, select the category that will be copied to the Category field in the new project task when it is created based on this template.

Purpose

Team

In the field Team the team is selected, which will be copied to the field The Team is used in a new project task when it is created based on this template. If a team is selected in this field, then the assigned persons in the project task template will be limited to the members of this team.

Skill Pool

In the Skill Pool field, select skill pool, which will be copied to the Skill Pool field in the new project task when it is created based on this template. If a pool of skills is selected in this field, and the value “Actions” is set in the Category field, then in the project task template, the assigned persons will be limited to the participants of this pool of skills.

Assigned persons

In the Assigned Persons field, select persons, which will be copied to the Assigned Persons field in the new project task when it is created based on this template.

Project Manager

The Project Manager checkbox is set if you need to select a project manager in the Assigned Persons field in a new project task when creating it based on this template.

Service owner

The Service Owner checkbox is set if it is necessary to assign a new project task based on this template to the person selected in the Service Owner field in service related to the project of which the new project task is a part.

Initiator of the request

The Request initiator checkbox is set if it is necessary to assign a new project task based on this template to the person selected in the "Requested for" field in the request for which the project was registered. The Request Initiator checkbox is available if the project task template category is “Approval".

Manager of the initiator of the request

The Request Initiator Manager checkbox is set if it is necessary to assign a new project task based on this template to the project initiator manager. The initiator of the project is the person for whom the request and the project were registered, of which the project task is a part. The initiator's manager is the person selected in the Manager field in the initiator's record (person's record). If the "Manager" field in the initiator's record is empty or a person who does not have the appropriate rights is indicated in it, then the initiator's manager is the person selected in the "Manager" field in the organization record to which the initiator belongs. The Request Initiator Manager checkbox is available if the project task template category is “Approval".

Manager of the business unit of the initiator of the request

The Manager of the business unit of the initiator of the request checkbox is set if it is necessary to assign a new project task created based on this template to the person selected in the "Manager" field in the department to which the organization belongs and which is associated with the person selected in the "Requested for" field in the request for which it was registered the project. The Manager of the business unit of the initiator of the request checkbox is available if the project task template category is “Approval".

Planned efforts

The Planned Efforts field is available for each appointee and each role (for example, project manager and service owner). This field indicates the time that a person should spend on completing a project task created based on this template.

Supplier

In the Supplier field, the supplier organization is selected, which is copied to the Supplier field in the new project task when it is created based on this template. This field is used if an external organization will participate in the execution of project tasks created based on this template.

Required approvals

The quantity is entered in the Required Approvals field, which is copied to the Required Approvals field in the new project task when it is created based on this template. The Required Approvals field is available if the project task template category is "Approval".

Planned duration

The Planned Duration field specifies the time that is copied to the Planned Duration field in the new project task when it is created based on this template.

Round-the-clock work

The Round-the-clock operation checkbox is set if the same checkbox should be set by default for project tasks created based on this template.

Default effort class

In the Default Effort Class field, select one of the effort classes associated with the timesheet settings of the organization to which the person who selects the value in this field belongs. If you select the default effort class in the template, then in the project task created based on this template, after entering the value in the Time Spent field, this effort class will be set by default in the Effort Class field. This is true provided that the person registering or updating the project task belongs to an organization that uses timesheet settings that include this class of effort.

Project Templates

Project Templates

The Project Templates field lists all the project templates that include this project task template.