Manage Existing Project
Templates
Overview:
This section will allow you to view and organize Project
Templates added in HelpSTAR. Existing Project Templates can be modified,
published or deleted entirely.
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1. Ribbon Toolbar
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Project Request
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- Create Project Request: Launch a project with the
selected template in the Project Template List pane. For more information
please see Adding a New Project Request.
Project Templates
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- Edit: Modify the selected template in the Project
Template List pane.
- Change Status: Modify the current status of an
existing template.
Options for this button will vary depending on the current status of the
project selected.
- If the selected template is published, available options
will be “Make as Draft” or “De-Activate”.
- f the selected template is a draft, available options will
be “Publish” or “De-activate”.
- If the selected template has already been de-activated,
available options will be “Make as Draft” to re-activate the temple or
“Publish”. An additional option will also appear to delete the template
entirely.
Note: The options available in the toolbar can be accessed by
right-clicking a template.
2. Project Template List
![](../Media/image006_100.png)
This pane will list all templates that have been previously created. In
this pane, templates are organized in the following groups:
- Published: Templates that have been added in HelpSTAR
and are available to be launched by Privileged users.
- In Draft: Templates that have been added in HelpSTAR
but are not yet made Published. Note these templates will not be
available to Privileged users until they are Published.
- De-Activated: Templates that have been added in
HelpSTAR and have been removed from Published or In Draft templates.
3. Project Template Details
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This pane will display information pertaining to the selected Project
Template.
Properties
![](../Images/MPT_Properties_CO.png)
- Name: The given name for the project template.
- Description: If provided during template creation, a
short description for the project template.
- Status: This field will display if a project is
Published, In Draft or De-Activated.
Task List
![](../Media/image010_011.jpg)
This pane will list all tasks associated with a project template.
In this hierarchy, each row represented in this view is a task created for
the project template. For each task, the following information is
listed:
- Title
- Request Type
- Priority
- Move To
- Create Task
- Begin Work
- Due By
For more information on the values for the above fields, see Project Template Designer.
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See Also:
Project Template Designer
Adding a New Service Request
Adding a New
Project