as folder structure and user-defined groups, which are used when an administrator creates an organization context. Each Windchill solution provides a unique set of organization templates.

•Document templates provide content files and default values, which are used when users create different types of documents. For example, content might include skeleton documents for memos or reports.

•CAD document templates define the content and default values, which are used when users create CAD documents.

•Life cycle templates define the phases and gates associated with various business objects when the objects are initialized.

•Report templates define default values, which are used when users run reports.

•Team templates define default roles, which are used when users populate teams associated with life cycles.

•Workflow templates define default values, which are used when users initiate a workflow.

•Note templates provide a starting point for creating a note from standardized text that can be associated to parts. Note templates can be modified and attachments can be associated to communicate important information about a part.

•Task form templates contain various form fields, such as labels, text fields, and radio buttons. These form fields are place holders to display the attributes of a task like variables, process name and type to the task participant. For more information, see Using Task Form Templates in a Workflow on page 344

Installed Site Templates

The templates loaded in the site context are associated with the /System domain.

The following sections describe the templates that are loaded and how to remove or hide templates.

Note

CAD Document Templates and Note Templates appear in the list for Windchill PDMLink and Windchill ProjectLink, but do not have installed templates.

Organization Context Templates

When Windchill PDMLink is installed, the following organization context templates are loaded in the site context:

•General (PDM)

•DemoTemplate (not enabled)

When Windchill ProjectLink is installed, the following organization context templates are loaded in the site context:

•General

•Enterprise

•Supplier

•Customer

For additional information about organization context templates, see Out-of-the- box Organization Templates on page 149 For specific information about creating . organization context templates, see Organization Templates on page 396

Workflow Templates

The following workflow templates are loaded in the site context for all Windchill solutions:

•Submit

•Review

For Windchill PDMLink, the following workflow templates are loaded in the site context (these templates are not used by Arbortext Content Manager or Pro/ INTRALINK):

•Problem Report Workflow

•Change Request Workflow

•Change Notice Workflow

•Change Activity Workflow

•Promotion Request Approval Process

•Promotion Request Review Process

•Variance Workflow

For Windchill ProjectLink, the following workflow templates are loaded in the site context:

•Approval Process

•Notify Process

•Release Process

•Review Process

•Two Level Approval Process

Life Cycle Templates

For the details on out-of-the-box life cycle templates, see Out-of-the-box Life Cycle Templates on page 306 .

Team Templates

Team templates are used with life cycle templates.

For Windchill PDMLink, the following team templates are loaded in the site context (these templates are not used by Arbortext Content Manager or Pro/ INTRALINK):

•Default

•Change Activity Team

•Change Notice Team

•Change Request Team

•Promotion Request Team

•Variance Team

•Problem Report Team

For Windchill ProjectLink, there are no team templates loaded.

Document Templates

For Windchill ProjectLink, the following document templates are loaded in the site context:

•Agenda Template

•Memo Template

•Minutes Template

•MS Project Plan Template

•Presentation Template

•Requirements Template

No document templates are loaded for Windchill PDMLink.

Project Templates

For Windchill ProjectLink, the following project templates are loaded in the site context:

•Custom

•Design

•General

•Manufacturing

No project templates are loaded for Windchill PDMLink.

Program Templates

For Windchill ProjectLink, the following program template is loaded in the site context:

•General

No program templates are loaded for Windchill PDMLink.

Product Templates

For Windchill PDMLink, the following product templates are loaded in the site context:

•Demo Product Template (not enabled)

•General Product

•Product Design

No product templates are loaded for Windchill ProjectLink.

Library Templates

For Windchill PDMLink, the following library templates are loaded in the site context:

•Document Library

•General Library

•Part Library

No library templates are loaded for Windchill ProjectLink.

Report Templates

For Windchill PDMLink, the following report templates are loaded in the site context (these templates are not used by Arbortext Content Manager or Pro/ INTRALINK):

•All Average Change Notice Completion Time

•All Average Change Request Completion Time

•All Average Problem Report Completion Time

•All Change Notice Influx and Resolution

•All Change Request Influx and Resolution

•All Open Change Notices

•All Open Change Requests

•All Open Problem Reports

•All Problem Report Influx and Resolution

•Average Change Notice Completion Time

•Average Change Request Completion Time

•Average Problem Report Completion Time

•Change Notice Influx and Resolution

•Change Request Influx and Resolution

•Change Request Track Breakdown

•ChangeNotice_ChangeAdmin_Given

•ChangeNotice_ChangeAdmin_NotGiven

•ChangeRequest_ChangeAdmin_Given

•ChangeRequest_ChangeAdmin_NotGiven

•Domain Reports

•Open Change Notices

•Open Change Requests

•Open Problem Reports

•Overdue Running Processes

•Problem Report Influx and Resolution

•ProblemReport_ChangeAdmin_Given

•ProblemReport_ChangeAdmin_NotGiven

•Process Initiated by Current User

•Variance_ChangeAdmin_Given

•Variance_ChangeAdmin_NotGiven

For Windchill ProjectLink, the following report templates are loaded in the site context:

•Project Action Items

•Project Activities

•Project Deliverables

•Project Milestones

•Project Summary Activities

•Project Tasks

•Project-Program Status Report Query

•Projects Created Query

•Projects Owned Query