Project Template Application History

The Template Application History page allows administrators to see which Projects their Project Templates have been applied to through either Project creation or Project Template Configuration.

Administrators can used this page to find out how often certain Project Templates are used in Eclipse PPM.

Example: Lorna created a Project Template named "Template for Bridge Restoration Projects" because of the large number of bridge restorations undertaken by her organization. She does her best to inform Project Managers that they should use this Project Template if they ever need to create this type of Project. She also instructs them to apply this Project Template configuration to their existing bridge restoration Projects.
Using this page, she can routinely check to see how often her template is being used. If it not being used as much as she would like, she will know that she needs to increase her communication efforts towards Project Managers.

Tip: Template Application History is also available for Program Templates.

This page covers the following topics:

 

Accessing the Project Template Application History page

Before users/administrators can view the application history of a Project Template, they must navigate to the Template Application History page.

Before You Start: Users/administrators require the "Manage Project Templates" permission from an Application policy to access Project Templates in Eclipse PPM.

To view a Project Template's application history:

  1. Select Administration from the Navigation Menu:

  2. Select Project from the "Templates" menu:

  3. Select a Project Template from the table:

    Tip: Users can filter results by typing values into any of the textboxes in the column headers. Also, they can sort the results alphabetically by any of the columns by simply clicking on the column header.

  4. Select Template Application History from the "Template Menu":

After selecting Template Application History, administrators will be able to see a log of each time the Project Template was applied to a Project:

 

Components of the Project Template Application History page

The Template Application History page contains a table that displays a row for each time the template was applied to a Project:

The table contains the following columns:

  • Id: The ID number of the Project that the template has been applied to. Administrators can click directly on the ID number to navigate to the Project. Also, the textbox in the column header can be used to filter rows by ID number.

  • Name: The name of the Project that the template has been applied to. Administrators can click directly on the name to navigate to the Project. Also, the textbox in the column header can be used to filter rows by Project name.

  • Event Type: Indicates whether the Project was created using the template ("Created") or if the template configuration was applied to the Project ("Edited"). The drop-down menu in the column header can be used to filter rows by either option.

  • Applied By: The name of the Eclipse PPM user who applied the template (either through creation or through template configuration application). The textbox in the column header can be used to filter rows by the user's name.

  • Applied Date: The date the template was applied to the Project (either through creation or through template configuration application).