Specifying Project and Task Options for a Template

You can control which project and task options display for projects based on each template. You choose to hide or display options for each template during template setup. For example, if your company never uses Organization Overrides, or if you do not want employees to override options for certain projects, you can hide these options for one or more templates.

When you choose to hide an option, Oracle Projects hides it at both the project and task level (for those options available at both levels).

When you select options to display or hide for a project template, you must ensure that the template displays all options that you want project users to view and enter. You can optionally enter data for a project option in a template, and choose not to display the option on the project. In this case, you cannot view or change this information in any project created from the template unless you query the project in the Projects, Templates Summary window.

You can change the displayed project options for a template at any time. If you modify the displayed project for a template, the changes are reflected when you next view the options for projects created from that template. In addition, the updated template definition applies to all new projects you create from the template.

You cannot control the display of the following options:

To specify project and task options for a template:

  1. Enter or find your template in the Project, Templates Summary window (Setup, Projects, Project Templates from the navigator window) and choose Open.

  2. In the Options region, check the Show box to display or hide the appropriate options.