Project Templates

[AlexTumber]

The latest Hornbill Project Manager update (131) brings with it the ability for project administrator's to define templates that can be used when creating projects in progressive capture. These templates can be configured in the Hornbill Admin Tool.

For the first phase of this feature it is possible to define project details including the project type and business process as well as associated milestones and project stakeholders. In future updates we will be adding the ability to associate tasks, costs and risks, as well as additional fields and related data. We look forward to receiving your feedback on this new feature :-)

 

Alex

Project Templates in the admin tool:

 

Defining template details:

 

Associated template milestones:

 

Associated template stakeholders:

 

Adding a new milestone:

 

Adding a new template stakeholder:

 

In progressive capture:

[AlexTumber]

I should add that data provided during progressive capture such as project name and description will override whatever is defined for the corresponding piece of data in the project template. So for example, you could provide a generic description in your project template and leave the field blank when completing the progressive capture and it will pick up the value from the template; but if you provide a value in the progressive capture, it will use that instead. 

[m.vandun]

26 minutes ago, alextumber said:

Associated template milestones:

@alextumber The days set, is this working days or normal days?

[AlexTumber]

@m.vandun currently it's normal days as there is no working time calendar against the project template. As and when we introduce that though, the days will become working days, defined by the calendar.

[Keith]

@alextumber The Project Template is a good step forward but I am not a fan of how the Project details are being dealt with. If I have a project description maintained in my template I would expect that to be proposed as a description in the progressive capture and any changes or overwriting of the description would override the content of the template. To simply leave the description blank in the progressive capture seems counterintuitive.

[AlexTumber]

@Keith I'm pleased to say that the behaviour of project templates has changed to that which you describe and will be available in the next update, currently scheduled for tomorrow morning.

 

Alex

[Keith]

Thanks @alextumber I'll look forward to trying out the changes.