Working with project and plan templates in TeamDynamix

A project template determines which components are visible on the left menu when your project is live: Announcements, Briefcase, Calendar, Issues, Links, Plans, etc. A plan template determines which tasks, milestones, categories, etc. are prepopulated on the plan when the template is applied.

When staffing a project request, you have the opportunity to apply a project template. It is recommended that you use the “IT – General” template for most project requests. See Article - How to Submit a Project Request in TeamDynamix for additional steps in that process.

It is advised that each team create templates of plans for things they do often. Because a plan template must be tied to a project template, this article will start by explaining how to create a project template and then will dive into plan templates.

The following bullet points are the necessary criteria for this KB:

• You must have access to the TDNext and correct Project Application

• Be have a role that allows for add templates or add plans

1. Open the Projects application
2. Click the gear icon in the upper right corner
3. Choose “Project Templates”
4. In the new tab, click “+ New Project Template”
5. Name your project template
   • Notes
     • For IT projects, the naming convention is to call your project template “IT (team/program name) Template”
     • For IT project templates intended to just house plan templates, the naming convention is to call your project template “IT (team/program name) Template – Plans”
6. (Optional) Add a description
7. Choose which components you’d like turned on/off by default
   • Note: for a project template intended to just house plan templates, it is recommended that you uncheck all components except “Plans”