Managing Worksteps for Templates

You can manage template worksteps on the Worksteps tab in the Template Configuration window. To access the Worksteps tab, do the following:

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.
Select a project template, and then click. You can also right-click and select Open from the menu.
Click Worksteps on the navigation panel.
- The top portion of the window displays a grid listing all the worksteps in the template.
- If you click Show Details, the bottom portion of the window displays a grid with detailed information about a workstep selected in the workstep grid.

You can perform the following tasks on this window:

Workstep Grid

The grid in the upper portion of the window lists all the worksteps in this template. The order in which the worksteps are listed is the order in which they must be completed. The exception is for the child worksteps within a workstep group. The child worksteps are typically completed concurrently. All child worksteps in a group must be completed before the workstep group can be marked completed.

Click a link below to learn more about the elements available for the workstep grid.

Explain the button bar options.

Note: With the exception of Group and Remove from Group, all of the options on the button bar are also available on the right-click menu for a workstep.

Component	Description
New	Click to create a new workstep. Worksteps added with the New button are added to the bottom of the workstep grid.
Group	Click to assign worksteps selected in the grid to a workstep group A collection of two or more worksteps that are typically completed concurrently. All worksteps in a workstep group must be completed before the project can move to the next sequential workstep.. You can enter a name to create a new workstep group or select an existing group to assign the worksteps to.
Remove from Group	Click to remove a selected child workstep from a workstep group. The removed workstep will be inserted immediately below the workstep group in the grid.
Insert	Click to create a new workstep immediately below a selected workstep.
Open	Click to open worksteps selected in the grid.
Copy	Click to create a new workstep with settings based on the selected workstep.
Delete	Click to remove a selected workstep from the grid.
Copy to Multiple	Click to add the selected worksteps to another template that also uses worksteps.
Move Up	Click to move a selected workstep higher in the workstep grid.
Move Down	Click to move a selected workstep lower in the workstep grid.

Explain the right-click menu options not on the button bar.

Component	Description
Column Selection	Opens a window where you can select or remove columns from the grid.
Hide Column	Hides a selected column.
Unhide Column	Shows all hidden columns.
Select All	Selects the entire grid.

Explain the workstep grid columns.

Component	Description
Order	Shows the order in which the worksteps are to be completed.
ID	Displays the ID for a workstep. The ID is the only column that cannot be hidden and the only component that cannot be copied.
Name	Displays a description for the task to be performed.
Lock	Click an open lock to lock this workstep in the projects created from the template. Click a closed lock to unlock this workstep in projects created from the template.
Budget Hours	Displays the number of hours that this workstep is expected to require, as entered on the Budgeting tab.
Assigned	Displays the staff member assigned to the workstep.

Workstep Details

If you select a workstep in the workstep grid and then click Show Details, a lower pane containing detailed information for the selected workstep displays. If you prefer, you can also display the detailed workstep information as a separate window by double-clicking a workstep in the upper grid.

You can edit the workstep details by clicking on one of tabs in this section. To learn more about the information on these tabs, click a link below.

Note: If you select a workstep group in the grid, only two tabs display: Worksteps Included and Status. See Viewing Workstep Group Details for information about these tabs.