Team Template Administration
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The Team Templates page is not available from Windchill ProjectLink.
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Team templates provide a way to map team template roles to specific users, groups, and organizations. They allow the efficient selection of a team when creating life cycle-managed objects, defining workflows, and initiating manual workflow and search pages. Team templates are used for life cycle-managed properties pages, search results pages, and workflow pages.
A team is a set of roles, usually mapped to specific users, groups, and organizations.
Team templates make it possible to define a relatively small and manageable number of life cycles. You can define a life cycle with roles and then define several team templates with those roles to be used with the life cycle. Otherwise, you would have to define one life cycle template for each combination of assignees possible.
The Team Templates page can be opened from either of the following areas:
• From Utilities page, click Team Administration.
• From the Team Templates view on the Templates page.
The following list summarizes the differences and relationships between teams and team templates:
• Teams cannot be manually created from team templates. Team creation is automatic, based on associations to business objects and workflow requirements.
• Team templates are used only in the creation of teams. When a business object that requires a team is created, the necessary team is automatically created from the designated team template.
• Updates to team templates do not affect existing teams that were created from the template. Team template changes are reflected in new teams only.
• Each team created for a specific business object is distinct from other teams created for objects of the same type.
For example, two problem reports in the same library may have associated teams that initially appear to be identical, consisting of the same roles and participants; however, changes made to one of the problem report teams do not affect the other problem report team.
On the
Team Templates page, the new team template icon
and the
Edit action
open the
New Team Template and
Edit Team Template windows, respectively. The following actions are available in both windows.
Action | Description |
Add Role | Opens a Find Participants window that allows you to search for roles. |
Add Participants | Opens a Find Participants window that allows you to search for non-role participants. |
Remove roles or participants | Removes the selected roles or participants from the table. |
Expand All | Expands the participants list under each role. If a role is selected, that role’s participant list is expanded. |
 Collapse All | Collapses the participants list under each role. If a role is selected, that role’s participant list collapses. |
For more information on using the
New Team Template or
Edit Team Template windows, see
Creating and Editing a Team Template.
