Edit project templates

This is just a visual flag for you which allows you to prioritize your future projects. Select from the following options:

• None

• Low

• Normal

• High

• Urgent

Depending on the Project Preferences selected by your Workfront administrator, the names of priorities might be different for you. For more information about editing priorities, see Create and customize priorities.

Select between the following Condition Types:

• Manual: The project owner sets the Condition of the project on the project manually.
• Progress Status: Workfront automatically sets the Condition of the future project based on the Progress Status of tasks on the Critical Path. For more information about understanding Progress Status, see Task Progress Status overview.

Specify whether the project using this template is scheduled from the Start Date, or from the Completion Date. This selection determines the planned dates of the future tasks on the project using this template.

Select from the following:

• Schedule From Start Date: The Start Date of the template is actually the Start Day. When you schedule a template from Start Date, Adobe Workfront calculates the Completion Day of the template based on the Duration of all the template tasks. The Start Day of the template becomes the Planned Start Date of the future project.

• Schedule from Completion Date: The Completion Date of the template is actually the Completion Day. When you schedule a template from Completion Date, Workfront calculates the Start Day of the template based on the Duration of all the template tasks. The Completion Day of the template becomes the Planned Completion Date of the future project.

For more information about the Start and Completion Days of template tasks, see Overview of Start and Completion Days in a template.

The Schedule From setting for templates is similar to that of projects. Your Workfront administrator selects the default Schedule From setting for the projects in your system. For information about setting project defaults, see Configure system-wide project preferences.

Specify a Portfolio for the projects that are created from this template. You must create a Portfolio first, before it appears in the drop-down list.

Only active portfolios display in the list. For more information about creating portfolios, see Create a portfolio.

If you selected a Portfolio for the template, specify a Program for the future project. Some Portfolios might not have Programs. You must create a Program first, before it appears in this drop-down list. Only active programs display in the list.

For more information about creating programs, see Create a program.

In the drop-down list, select the group that you want to be associated with projects created from the template. It can be a group of any level.

You can make sure you are selecting the right group by hovering over it and clicking the information icon that displays next to it. This displays a tooltip listing information about the group, such as the hierarchy of groups above it and its administrators.

NOTES

• In the Projects area on a group's page, when someone creates a project using a template that doesn't have a group selected, the system associates the currently open group with the project.

  This is different from other areas where the system associates a user's Home Group with the project when the user creates the project using a template that doesn't have a group selected.

• If a user selects a template that has a group selected while creating a project—or while converting a task or issue to a project—the user can choose a different group for the project.

• Though this field is available in templates only in the new Adobe Workfront experience, you can see it in lists and reports both there and in Adobe Workfront Classic.

The user who is designated as the Template Owner must be a Workfront active user.

Consider the following about the user designated as the Template Owner:

• They are automatically given Manage permissions to the template.
• They are added to the project team and are automatically given Manage permissions to the project created from the template.
• They become the Project Owner, when the project is created from this template.
• If the user designated as the Template Owner has limited access to templates or projects from their access level, their Manage permissions on the template and on the projects will be limited. For example, if they have only View access for templates or projects in their access level, they will automatically receive View permissions on the template and the project when they are designated as the Template Owner.

Choose how Workfront will calculate Earned Value metrics of the future project. Choose from the following:

• Hour-Based
• Cost-Based

For more information about the Performance Index Method, see Set the Performance Index Method (PIM).

Specify the Planned Benefit of the projects that are created from this template. The Planned Benefit is used in the Business Case of the project and the Portfolio Optimizer.

For more information about the Planned Benefit of a project, see Overview of project Planned Benefit. The Planned Benefit of a project is taken into account when the Net Value of a project is calculated.

For more information about using the Portfolio Optimizer, see Manage projects in the Portfolio Optimizer

Controls how the future project will be marked as Complete.
Select from the following options:

• Automatic: The project is marked Complete when all the tasks and issues are completed.

• Manual: You have to manually select the Complete status for the project, when all the tasks and issues are completed.

Controls how the parent tasks on the future project are marked as Complete.
Select from the following options:

• Automatic: The parent tasks are marked Complete and they update their percent complete automatically, as the children tasks are completed and the percent complete of the children is updated.

• Manual: You have to manually update the percent complete and the status of the parent tasks, independently of what changes are made to the children tasks.

Controls when the changes you make to the timeline of the future project are saved on the project.

EXAMPLE

The following changes to the project trigger an update to the timeline of the project:

• update the dates of tasks

• change predecessor relationships

• change parent-child relationships

• add or remove assignments in addition to changing the task constraint or duration type.

Select from the following options:

• Automatic and On Change (Default setting): The future project timeline is updated each time a change occurs in the project or in another project that the timeline is dependent on (On Change). The project timeline is also updated each night (Automatic).
  This is the recommended setting for this field because it ensures that the project timeline is always up to date.
  When you perform an action on a task or project that triggers a timeline recalculation, all available dates are immediately displayed, allowing you to continue working. On projects with more than 100 tasks, dates that require longer recalculations display briefly as a question mark (between 1 and 5 seconds, or up to a minute for large projects). This indicates that the recalculation is not yet finished, and the dates are subject to change.

• Change Only: The project timeline is updated each time a change occurs in the project or in another project that the timeline is dependent on. You might want to select this option if changes rarely occur in the project or in other projects that the timeline is dependent on.

• Automatic Only: The project timeline is updated each night; it is not updated immediately after changes are made.
  You might want to select this option if many changes occur each day in the project or in other projects that the timeline is dependent on. However, be aware that you chose this setting, as the project will not update at the same time that the changes are made.

• Manual Only: The project timeline is updated only when you select the option to Recalculate Timelines, as described in Recalculate project timelines.

You might want to select this option if you are making many changes to the project at one time, and you want the timeline recalculation to occur after all of the changes have been made (rather than after each individual change).

Determines whether the time off of the Primary Assignee of a task adjusts the task planned dates. When you attach the template to an existing project, and the template has a different setting for this field than the project, the setting on the project remains unchanged. The default option for this setting for a new template is the same as the system-level project preference.

For information about the project preferences at the System level, see Configure system-wide project preferences.

For information about how this setting affects the task dates on a project, see Edit projects.
Select from the following options:

• Consider user time off in task durations: When selecting this option, the planned dates of the tasks on the project created from this template adjust according to the time off of the Primary Assignee of the task, if the time off occurs during the duration of the task.

• Ignore user time off in task durations: When selecting this option, the planned dates of the tasks on the project created from this template remain as originally planned, even if the Primary Assignee of the task has time off during the duration of the task.

Select from the following options:

• Manual: you must manually level your resources on the project created from this template (this is the default setting)

• Automatic: Workfront levels the resources on the future project.
  For more information about Resource Leveling, see Level Resources in the Gantt Chart.

Define the level of risk of the projects created from this template. The risk is just an indicator of how risky a project can be. You can prioritize the execution of your projects based on the level of risk.
Consider selecting from the following levels of risk:

• Very Low

• Low

• Medium

• High

• Very High

Specify the resource pools associated with the template. Resource pools are collections of users that are needed at the same time for the completion of a project. For more information about resource pools, see Resource pools overview.

NOTE

When you edit templates in bulk, only the resource pools that are common to all the templates selected appear in this field. If the templates selected have no shared resource pools, this field will be empty. The resource pools you specify here will overwrite the templates’ individual resource pools.

Consider the following:

Select No to make all project-specific hour types available on the future project. (This is the default selection)

Or

Select Yes to make only a subset of the project-specific hour types available on the future project, then select the hour types you want to make available. (Hold the Shift key to select multiple hour types.)

If you select this option, only the hour types you select are made available to select when logging hours on the project (or on tasks and issues within the project). You must select at least one hour type; if you select this option and you do not select any hour types, all hour types are made available on the project.

The same hour type selections must be made at the individual user level in order for the user to see these hour type options on the project.

For more information about defining hour types at the user level, see the section Log time in Log time.

Select the approval process you want to associate with the template. Your Workfront administrator or a user with administrative access to Approval Processes must define system-level or group-level project approval processes before you can associate them with a template. For more information about creating approval processes, see Create an approval process for work items.

Consider the following when adding approval processes:

• Only active approval processes display in the list.

• System-wide and group-specific approval processes display in the list. An approval process associated with a group other than that of the template does not display in the list.

  IMPORTANT

  If the group associated with the template changes, the group-specific approval process becomes a single-use approval process. For more information about how changes to the group of the project or changes in the approval process affect approval settings, see How group and approval process changes affect assigned approval processes.

• If you added a single-use approval process, it displays as "Custom" in this field. For information, see Associate a new or existing approval process with work.

• When bulk-editing templates, the following scenarios exist:

  • When you select templates from the same group, both system-level and group-level approval processes display in this field.

  • When you select templates from different groups, only system-level approval processes display in this field.

  • When any of the templates has a single-use approval process attached, it is replaced by the system-level you select.