You can use activity templates to faster create tasks in the work breakdown structure. For each activity template, you can define values and estimate lines that are used as default values for work breakdown structure tasks. If you enter an activity template for a new task in the work breakdown structure, the default values of the activity template are copied to the task.


Standard procedure

1. Click Advanced project management.
2. Click Activity template.
3. Click New.
4. In the Activity template field, type a value.
5. In the Description field, type a value.
6. In the Activity group field, enter or select a value.
7. In the Category field, enter or select a value.
8. Click Add line.
9. In the Transaction type field, select an option.
10. In the Project category field, enter or select a value.
11. In the Line property field, enter or select a value.
12. In the Quantity field, enter a number.
13. Click Add line.
14. In the Transaction type field, select an option.
15. In the Project category field, enter or select a value.
16. In the Line property field, enter or select a value.
17. In the Quantity field, enter a number.
18. Click Save.
19. Close the page.
Related to Notes

Set up activity templates

 

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