Example template structure

An example project template has at least six tabs that structure the project information.

Summary tab, which contains some standard fields (attributes) such as the project name, description, start and end dates for the project, and optionally some custom fields.

Standard attributes for all objects (projects, programs, etc.), appear only on the Summary tab. You can optionally add additional custom attributes to the Summary tab, or create custom tabs which contain custom attributes.

Workflow tab, which contains a task list for the project that you can view in a spreadsheet or a calendar view. You can use this tab to manage the project and track approvals and tasks.

Budget tab, which contains budget information to help you plan expenses that will be needed to successfully execute your project.

Tracking tab, which contains user-defined metrics for measuring the performance of the project.

Attachments tab, which contains any documents pertaining to the project.

Analysis tab, which contains the project reports and revision history.

The other objects contain a subset of these tabs.

An example plan or program template has the same tabs as a project, except for the Workflow tab.

An example invoice template has only the Summary, Attachments, and Analysis tabs. For invoice templates, you can only add custom attributes to the Summary tab.