Form field information for Project Management › Project Management reference › Project Management › Project Portfolio Management › Strategic Portfolio Management
Learn about the fields of project template form.
| Field | Description |
|---|
| Name | The name of the project template. |
| Table | Display only. Templates are based on the Project table. |
| Description | A brief description of the project template. |
| Template | Includes columns of fields and field values to be included in the template. Select a field in the left column and select the desired field name, then select the field in the right column to enter the field value. If additional information for the field is required, a field appears in the third column. For example, to identify the currency in a money field.- Select the X to the right of a field to remove that field from the template. - Use the blank field at the bottom of the list to add new fields. |
| Field | Description |
|---|
| Create Project | Creates a project from this project template. |
| Copy Template | Creates a copy of this project template. |
| Field | Description |
|---|
| Project Template Tasks | The project template task list. |
| Attachments | The files attached to the template. |
| Field | Definition |
|---|
| Table | The entity to be parameterized in the template. |
| Parent table | The parent table for this item. |
| Link element | The field that links the table with the parent table. |
| Active | A check box that indicates this item is included in a template. |
| Elements | A comma-separated list of fields from the table selected in the Table field that are included in the template. |