This supporting function is used to create project templates, which can be used to:
Entering project templates can be done when the following prerequisites are met:
The section below describes the activities in this process.
Creating Project Template
Project templates can be entered manually using project elements or copied from another project template.
The project template ID is set either manually or automatically. The parameters set in the project order type for the project template regulate the ID when it is set automatically.
First, one project element is entered as the main project element to function as the highest level in the project template. A project structure is then created by copying:
The resulting project template can be used when entering projects or project quotations.
Project templates can contain connecting elements that connect subtemplates to the structure. Each subtemplate can have its own structure. For more information, refer to Entering sub-templates. Projects created from a project template then contain the elements from the subtemplate instead of the connecting element.
Another project template can be copied as a base structure and functionality. The new template can then be changed to meet different requirements.
Project Template Functionality
The project template is used to enter and save information which the project manager uses when running the project. This can be used for:
The project start level must be specified when a project is opened. See Creating Projects.
Each element in the project template is set for use in a project or project quotation. During quotation entry, the elements defaulted are only those set for quotation in the template. The same applies to creating projects.
The project template also contains elements set for the project budget. A budget template can then be connected to these elements. Budget templates contain the budget items in the project for budgeting.
The elements that are costed are also set in the project template. A costing template can be connected to each of these elements. The costing template contains the costing items that are costed in the quotation.
Material templates contain the material and products to be acquired for the project. Material templates can be connected to the following element types in a project template:
The elements for project information are also set in the project template. An information structure can be connected to each such element. These are entered in ‘Project Info Structure. Open’ (POS070).
A checklist can be connected to each element in the project template, in the activity checklist in Detailed Activity Planning.
The activities or subprojects to be invoiced (on account) or the parts of the project structure that are included in a fixed project price can be set in the project template. For on account invoicing, you specify whether invoicing is done in Project Management or in Time Accounting.
The activities or subprojects that are scheduled are set in the project template. Relative start and finish days and manufacturing lead times in workdays can also be set.
To schedule elements in a subtemplate, connecting elements in the project template are marked for scheduling.
Activities can also be set for time reporting using Time Accounting.
The messages generated to the M3 mailbox when events occur can also be set in the project template.