Developing Projects

5)In the Create Template dialog, enter a unique name for the template. You can also add UDFs assigned to the selected steps to the activity step template.

The steps and their associated name, description, weight, and UDFs (if selected) are added to the new template.

Notes

The Activity Step Templates dialog box does not open after you convert the steps to a template. To view the template choose Enterprise, Activity Step Templates.

The module automatically updates step UDF information in activity step templates when a step UDF is added, deleted, or modified in the User Defined Fields dialog box.

Assign activity step templates to activities

You can assign one or more activity step templates to one or more activities.

1)In the Activities window, select the activity to which you want to assign an activity step template.

To select multiple activities, use Ctrl-Click or Shift-Click.

2)Click on the Assign toolbar.

3)In the Assign Activity Step Templates dialog box, select the template you want to assign to the selected activities.

You can Ctrl-Click to assign more than one template.

4)Click Assign .

The steps, weights, descriptions, and UDFs contained in the template are loaded into the Steps tab of Activity Details.

Tip

After assigning a step template to an activity, if necessary, you can modify the steps on the Steps tab of Activity Details.

Assigning Notebooks to Activities

Assign notebooks to activities

1)Choose Project, Activities.

2)Select the activity to which you want to assign a note.

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