About Project Templates
Role: Project Manager
Project Managers can use a project template to help set up new projects. Currently, there is one project template called Waterfall Model for Software Project. It contains a project plan based on the waterfall methodology for software development. The project template has project information available in the Overview tab and phase information, available in the Phase tab. The phase information contains 12 phases that are typically seen within a software development project. You can use these when setting up a new project. You can change the names and add tasks as required.
Follow these steps to use the project template:
1.Log in to the application as a Project Manager.
2.Open the Project workspace. The system displays a list of projects.
3.To create a new project using project template based on waterfall methodology, click New dropdown arrow > Waterfall Model for Software Project.
4.Enter the information into the Overview section.
| Field | Description |
|---|---|
| Project Name* |
Enter a unique name for the project. |
|
Summary* |
Enter a summary description for the project. |
|
Project Owner* |
Select the employee who acts as the project owner. |
|
Sponsor |
If there is a sponsor for the project, select the sponsor in this field. |
|
Status |
Select the status of the project from the dropdown menu: Initial, Active, Cancelled or On Hold. |
|
Priority |
Select the project priority: Low, Medium or High. |
|
Alignment To |
Indicates how the project aligns with broader organizational elements. Select Major Project, Portfolios or Program from the dropdown menu. |
|
Estimated Start Date |
The start date of the project. You can edit this date at a later time if required. |
|
Estimated End Date |
The end date of the project. You can edit this date at a later time if required. |
5.Click Save.
Your project is successfully created using project template based on waterfall methodology.