Project Management Configurations › Document Templates for Activities › Add Document Templates to Activities

Add Document Templates to Activities

To add a document template file to an activity

1. Select Document Templates from the Project Management menu.

   The Document Templates page appears.

2. From the list of folders, click the name of the top level folder associated to the activity.

   The child folders are displayed.

3. Select Add Template from the Actions drop-down next to the activity name to which you want to add a document template.

   The Add Template page appears.

4. Complete the following fields:

   Select File

   Defines the location of document template you want to add. Each activity can have one or more document template. Click Browse to locate the document template, then click Add.

   Date

   Defines the date this document template was added.

   Enable Check Out

   Specifies whether you want to allow resources to check the document template out for editing.

   Default: Selected

   Enable Versioning

   Specifies whether you want to turn versioning on for the document template. Versioning saves a separate version of the document template each time the document is checked in. Versioning must be enabled when a document template is first added.

   Default: Selected

   Description

   Defines the brief description of the document template.

   Comments

   Defines the comments about the document template.

5. Click Add.

   The template is added to the activity.