Out-of-the-box Project and Program Templates

Basic Administration > Managing Data > Project and Program Administration > Understanding Projects and Programs > Out-of-the-box Project and Program Templates

Out-of-the-box Project and Program Templates

When Windchill ProjectLink is installed, the following templates are loaded:

Template Name	Description
General	Sample templates that can be used to create a general project or program.
Design	A sample template that can be used to create a design project.
Manufacturing	A sample template that can be used to create a manufacturing project.
Custom	A sample template that can be used to create a custom project.

The project and program templates can define the same basic information that is discussed in Context Administrative Items. However, the out-of-the-box templates define only the following:

• Context structure

• Context environment

• Context participation

The following tables describe the items that are defined in the templates.

Project and program plan definition information is included in each template.

Context Structure
	General	Design	Manufacturing	Custom
Folder structure	General	Analysis Contracts Designs General Plans Prototypes Specifications Standards	Analysis Contracts Designs General Plans Specifications	Changes Contracts Designs General Installation Plans Prototypes Specifications

Context Environment
	General	Design	Manufacturing	Custom
Discussion topics	General	Analysis Design General Manufacturing Specifications	Design General Manufacturing Quality Specifications	Changes Contract Design General Manufacturing Quality Specifications
Notebook template	Documents General Links Parts	Documents General Links Parts	Documents General Links Parts	Documents General Links Parts

Context Participation
	General	Design	Manufacturing	Custom
Project or program team roles	Guest Members Project or Program Manager Collaboration Manager	Consultant Designer Guest Manufacturer Members Project Manager Collaboration Manager	Engineer Guest Manufacturer Members Production Planner Project Manager Purchasing Agent Quality Engineer Supplier Collaboration Manager	Customer Engineer Guest Members Project Manager Quality Engineer Supplier Collaboration Manager

Template Plan Objects
	General	Design	Manufacturing	Custom
Milestones	Project or Program Start Project or Program Finish	Project Start Contract Signed Specifications Approved Design Approved Prototype Approved Design ReleasedProject Finish	Project Start Contract Signed Specifications Approved Design Approved Testing Complete Prototype Approved Production Part Approved Production Initiated Project Finish	Project Start Contract Signed Specifications Approved Design Approved Testing Complete Prototype Approved Production Part Approved Production InitiatedProject Finish
Deliverables	Project or Program Start Project or Program Finish Scope Post Mortem	Project Start Contract Signed Specifications Approved Design Approved Prototype Approved Design Released Project Finish Scope Contract Specification DraftDesign Prototype Final Design Post Mortem	Project Start Contract Signed Specifications Approved Design Approved Testing Complete Prototype Approved Production Part Approved Production Initiated Project Finished Scope Contract Specification Draft Design	Project Start Contract Signed Specifications Approved Design Approved Testing Complete Prototype Approved Production Part Approved Production Initiated Project Finish Scope Contract Specification Draft Design