Editing a Project Template

The changes you make to a template sometimes flow to the projects created from that template, depending on the locks that are set.

• If an item in the template is unlocked, changes to that item will not flow to existing projects.
• If an item is locked in the template, and you add a new item (such as a workstep or role), the new item flows to existing projects.
• If an item is locked in the template, and you edit an existing item, the changed item will not flow to existing projects.

To edit a template, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Edit the template information on each tab as necessary.

   Note: Some tabs might not be visible, depending on the project type and the selections made for the tailoring questions.

   • General Information
   • Key Tracking Dates
   • Form Due Dates
   • Roles
   • Worksteps
   • Budget
   • Billing
   • Notifications
   • Custom Fields
   • Delivery Methods
   • Linked Files
   • Roll Forward Rules
4. Click Save.