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How do I share a template?
Please contact us via the website's contact [page] [1] and we will provide a way to get your WBS posted.
How do I create a template?
Using the [Organizer] [2] Add-in, go to Project Explorer and select the project you want to create a template for in the tree view. Select Import / Export from the Project menu. Then using the Wizard select 'Export project to a work breakdown structure template file'. Follow the prompts to create the file.
How do I use a template?
Using the [Organizer] [2] Add-in, go to Project Explorer and select the project you want to add the template to from the tree view. Select Import / Export from the Project menu. Using the Wizard select 'Import a work breakdown structure template file'. Follow the prompts to add the tasks and artifacts to the selected project.
Example:
I need to frequently set up speaking engagements for my boss. I do it the same way every time. I start the project 90 days ahead of the time the speaking engagement is scheduled to occur. How can I set up a template so that whenever a new engagement is to be scheduled, I can use a WBS template to map out the tasks for me.
Making this really simple, Let's assume I have a two task project:
Exporting those tasks will then create a relative WBS template.
Now let’s import our WBS template for ‘Speaking Engagement’
1) Import Speaking.WBS
2) Start Date = 6/1/2011
New tasks will be created and should be something like:
1) Set up speaking engagement – due date: 6/1/2011
2) Deliver speech – due date: 8/31/2011
Links:
[1] http://ceptara.com/contact
[2] http://ceptara.com/products/organizer
[3] http://ceptara.com/node/1001
[4] http://ceptara.com/forum/13