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• Click on the project type (don't edit - just view)

• Select the Requirements tab

• Add new item - create new requirement. This new element is pre-populated with the current project type, but of course you can add more.

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Documents and templates

Documents and templates are all types of documents that are tagged in the DD function on project type. After publishing, they will be available as part of the project type template when you copy data from Manage to a project space.

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Documents tagged and published on a project type will appear in the Project Type tab labeled "Documents/Templates":

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Project tasks templates

Project tasks are the same type of data that is used for checklists in e.g. Outlook and can be found in the left menu in Manage under "Project".

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When creating new and/or editing tasks, add relevant project type(s). Please note that adding data such as Start and Due date is irrelevant since this type of data is relevant for each individual project space. Data that must be filled in is Task name. Optional data that may be useful (but not required) are Description, Priority, Predecessors.

Project checkpoint template

Checkpoint templates are added/edited in the left menu in Manage under Project. Each checkpoint must belong to a checkpoint name - it is a category of checkpoints. Add a title and at least one project type. Optional additional data are:

• Description - further detailed explanation of the checkpoint.

• Index - will ensure correct order in lists of checkpoints. Note that the sorting is alphabetical, not numerical. 1 comes after 02.

• Process - will cause the checkpoint to appear in the correct process in the Process Map. This will make the use of checkpoints much easier for end users.

• Role - if there is a need for filtering on role in the process resource map.

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