Project Templates Import
Project Templates can be imported into 4me using UTF-8 or UTF-16LE encoded comma-separated values (CSV) or tab-separated values (TSV) files.
Detailed information about the data that can be specified in the columns of a Project Templates import file can be found in Project Templates API - Fields.
CSV Example
ID,Source,Source ID,Disabled,Subject,Phases,Task Templates,Workflow,Created At,Updated At
,,,0,New project - Initiation phase only,"Initiation
Approval","Estimate internal effort / Initiation
Estimate project value / Initiation
Find sponsor for project / Initiation
Obtain approval for project / Approval","'Estimate internal effort' => 'Find sponsor for project'
'Estimate project value' => 'Find sponsor for project'
'Find sponsor for project' => 'Obtain approval for project'",2017-01-23T08:46:45-05:00,2017-11-17T10:30:31-06:00
Adding Phases to a Project Template
A project template must have at least one phase. The phases of a project template can be specified in the Phases column. Separate the names of the phases with a line break.
Adding Project Task Templates to a Project Template
Project task templates can be related to a project template by specifying the subject of each project task template in the Task Templates column. Separate the subjects of the project task templates with a line break.
Because a project task template needs to be part of a phase, the subject of each project task template must be followed by the name of one of the project template’s phases. Do this by adding the / symbol to the subject of the project task template and follow it with the name of the phase.
Linking Project Task Templates to Form a Workflow
When multiple project task templates are related to a project template, these task templates can be linked together into a workflow. This is done using the Workflow column. In this column, the predecessor => successor links can be defined.
The example below shows how a workflow can be defined from four project task templates. In this example, the workflow starts with two project task templates in parallel. These two templates are ‘Estimate internal effort’ and ‘Estimate project value’. These two templates have one successor. This successor is ‘Find sponsor for project’, which is followed by ‘Obtain approval for project’, which the final step of the workflow .
Estimate internal effort => Find sponsor for project
Estimate project value => Find sponsor for project
Find sponsor for project => Obtain approval for project
Each predecessor => successor link needs to be separated by a line break.