Managing task templates


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Although it is not required to add resources to the task before you save it as a template, a template saved for a task with defined resources provides more details such as preferred organizational unit and job category. These details are then automatically loaded when you use a template to create a new task. This information is useful in creating templates that are used for a specific group or job profile. When you save a template without specifying the resources, only the basic information such as name, hours, allocations and resource manager is saved.
For more information about adding resources to a task, see Requesting resources for a project task.

 

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BMC IT Business Management Suite 8.1