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The folder template is defined in the Project Type element, either when you create or edit the element. Use bar character "|" to separate folders and levels. Here is an example:
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Start page for process map
The process map start page for any project type is selected from the drop-down menu while editing a project type in Manage. This will be the top-level process map that users can access while working in the Project Room, provided no boxes are linked to any drawings/process maps at a higher level.
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Risk templates
Risks can be tagged on project types when you edit a risk. See chapter on risks for details on how to create and edit risks. There are two approaches:
Risk is already defined
If you have risks that are already defined and only need to be tagged on one or another project type: find the risk, edit it and tag the relevant project type and save
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2. Risk is not defined
The other option is to create a new risk within a project type:
Click on the project type (don't edit - just view)
Select the Risk tab
Add new - create new risk. This new risk is pre-populated with the current project type, but of course you can add more.
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Targets templates
Adding targets to project type templates can be done in two ways.
When the target already exists
When the target already exists, edit the relevant target and mark the required project type(s) and save.
2. The target does not exist - needs a new target
If the target does not exist, create a new one from the target list and check Project type(s), or create a new from the Project type view:
Click on the project type (don't edit - just view)
Select the Target tab
Add new item - create new item. This new target is pre-populated with the current project type, but of course you can add more.
Requirements
The requirements for projects are managed in the detailed list. Requirements for project type templates can be created in two ways.
If the requirement already exists
When a requirement already exists, edit the relevant requirement, and mark the required project type(s) and save.
2. A new requirement is required
If the requirement does not exist, create a new one from the list of detailed requirements and check Project Type(s), or create a new requirement from the Project Type view:
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.