Specifying Project and Task Options for a Template (Oracle Projects Help)


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Specifying Project and Task Options for a Template

You can control which project and task options to display for projects based on the template you use to create the new project. You choose to hide or display options for each template during template setup. For example, if your company never uses Organization Overrides, or if you do not want employees to override options for certain projects, you can hide these options for one or more templates.

You choose which options you want to hide. When you choose to hide an option, Oracle Projects hides it at both the project and task levels (for those options available at both levels).

When you select options to display for a project template, you must ensure that the template displays any options that you want project users to view and enter. You also can enter data for a project option in a template that does not appear on the new project. In this case, you cannot view or change this information in any project created from this template, unless you query the project in the Projects, Templates Summary window (Setup, Projects, Project Templates from the navigator window).

You can change project options for a template at any time. If you modify the project options to display for a template, Oracle Projects reflects these changes when you view the options for projects created from that template. In addition, the updated template definition applies to all new projects you create from this template.

To specify project and task options for a template:

1. Enter or find your template in the Project, Templates Summary window (Setup, Projects, Project Templates from the navigator window) and choose Open.

2. In the Options region, check the Show box to display or hide the appropriate options.

You must hide project options that are not appropriate for the project type class. For templates using an indirect or contract project type, hide the Asset Information options. For templates using an indirect or capital project type, hide the Billing Information and Bill Rates and Overrides option

Oracle Projects groups some of the options into a simple two level hierarchy. If an option has sub-options, you need to disable each options at all levels. If you hide all of the child options, you must also hide the parent option

Specifying Project and Task Options for a Template

To specify project and task options for a template:

See Also