• Context templates provide the required and optional administrative items that are used to create context. There are five types of context templates:

◦ Product templates define default values and other information, such as team roles and access policies, which are used when an administrator creates a product.

◦ Library templates define default values and other information, such as team roles and access policies, which are used when an administrator creates a library.

◦ Project templates define default values and other information, such as folder structure and team roles, which are used when an administrator creates a project.

◦ Program templates define default values and other information, such as folder structure and team roles, which are used when an administrator creates a program.

◦ Organization templates define default values and other information, such as folder structure and user-defined groups, which are used when an administrator creates an organization context. Each Windchill solution provides a unique set of organization templates.

• Document templates provide content files and default values, which are used when users create different types of documents. For example, content might include skeleton documents for memos or reports.

• CAD document templates define the content and default values, which are used when users create CAD documents.

• Life cycle templates define the phases and gates associated with various business objects when the objects are initialized.

• Report templates define default values, which are used when users run reports.

• Team templates define default roles, which are used when users populate teams associated with life cycles.

• Workflow templates define default values, which are used when users initiate a workflow.

• Note templates provide a starting point for creating a note from standardized text that can be associated to parts. Note templates can be modified and attachments can be associated to communicate important information about a part.

• Task form templates contain various form fields, such as labels, text fields, and radio buttons. These form fields are place holders to display the attributes of a task like variables, process name and type to the task participant. For more information, see Using Task Form Templates in a Workflow.