Project template configuration

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer
  • The Project Template Configuration list defines the items that are included in a template.

    Navigate to All > Project Administration > Settings > Template Config to display the Project Template Configuration list. Each item in this list has:
    • A defined parent table. The exception is pm_project, which is the root or top-level object in the template.
    • A link element. A field that links the parent table and the child table.
    • A list of fields to include in the template. The fields defined in this column are the fields that are copied to a project template.
    The Project Template Configuration list contains three default template configuration items: project, project task, and project subtask. You can modify these default items or create additional items from this list.
    Tabelle : 1. Default Project Template Configuration Items
    Item Definition Parent Link Element
    pm_project Project object None. This object does not have a parent because it is the root level. None. This object does not have a link element because it is at the root level.
    pm_project_task Project task object pm_project Parent. Because this task object is one level below the root level, it uses the parent table as a link element.
    pm_project_task Project subtask object pm_project_task Parent. Because this subtask object is two levels below the root level, it uses the parent table as a link element.
    Select an item in the Project Template Configuration list to open the project Template Configuration form. For more information, see Project template configuration form.
    Abbildung : 1. Project Template Configuration form
    Project Template Configuration form