Templates

Templates can be saved in the Tracker system to aid in the quick creation of new projects. With templates, key data is pre-filled on Project and Component Detail forms, as well as other available project tabs (Teams, Milestones, Tasks and Budget). Users with necessary privileges are able to create, edit and delete templates.

Tracker installations that utilize Components will have both Project and Component Templates available.  In such cases, the Project Templates will only contain the Project Detail form, while the Component Template will contain the remainder of the tabs that can contain template data (Teams, Milestones, Tasks, Budget).

Tracker installations that are not component based will only have Project Templates, which will contain all available tabs for template data.