Templates
Template items identify the templates that provide users with the required information used when creating and processing Windchill objects.
Windchill provides the following types of templates (not all types of templates are available from all Windchill solutions):
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.
Installed Site Templates
The templates loaded in the site context are associated with the /System domain.
The following sections describe the templates that are loaded and how to remove or hide templates.
* 
CAD Document Templates and Note Templates appear in the list for Windchill PDMLink and Windchill ProjectLink, but do not have installed templates.
Organization Context Templates
When Windchill PDMLink is installed, the following organization context templates are loaded in the site context:
General (PDM)
DemoTemplate (not enabled)
When Windchill ProjectLink is installed, the following organization context templates are loaded in the site context:
General
Enterprise
Supplier
Customer
For additional information about organization context templates, see Out-of-the-box Organization Templates. For specific information about creating organization context templates, see Organization Templates.
Workflow Templates
The following workflow templates are loaded in the site context for all Windchill solutions:
Submit
Review
For Windchill PDMLink, the following workflow templates are loaded in the site context:
These templates are not used by Arbortext Content Manager.
Problem Report Workflow
Change Request Workflow
Change Notice Workflow
Change Activity Workflow
Promotion Request Approval Process
Promotion Request Review Process
Variance Workflow
For Windchill ProjectLink, the following workflow templates are loaded in the site context:
Approval Process
Notify Process
Release Process
Review Process
Two Level Approval Process
Life Cycle Templates
For the details on out-of-the-box life cycle templates, see Out-of-the-box Life Cycle Templates.
Team Templates
Team templates are used with life cycle templates.
For Windchill PDMLink, the following team templates are loaded in the site context:
These templates are not used by Arbortext Content Manager.
Default
Change Activity Team
Change Notice Team
Change Request Team
Promotion Request Team
Variance Team
Problem Report Team
For Windchill ProjectLink, there are no team templates loaded.
Document Templates
For Windchill ProjectLink, the following document templates are loaded in the site context:
Agenda Template
Memo Template
Minutes Template
MS Project Plan Template
Presentation Template
Requirements Template
No document templates are loaded for Windchill PDMLink.
Project Templates
For Windchill ProjectLink, the following project templates are loaded in the site context:
Custom
Design
General
Manufacturing
No project templates are loaded for Windchill PDMLink.
Program Templates
For Windchill ProjectLink, the following program template is loaded in the site context:
General
No program templates are loaded for Windchill PDMLink.
Product Templates
For Windchill PDMLink, the following product templates are loaded in the site context:
Demo Product Template (not enabled)
General Product
Product Design
No product templates are loaded for Windchill ProjectLink.
If Windchill MPMLink is installed then additional product and design templates are available.
Library Templates
For Windchill PDMLink, the following library templates are loaded in the site context:
Document Library
General Library
Part Library
No library templates are loaded for Windchill ProjectLink.
Report Templates
For Windchill PDMLink, the following report templates are loaded in the site context:
These templates are not used by Arbortext Content Manager.
All Average Change Notice Completion Time
All Average Change Request Completion Time
All Average Problem Report Completion Time
All Change Notice Influx and Resolution
All Change Request Influx and Resolution
All Open Change Notices
All Open Change Requests
All Open Problem Reports
All Problem Report Influx and Resolution
Average Change Notice Completion Time
Average Change Request Completion Time
Average Problem Report Completion Time
Change Notice Influx and Resolution
Change Request Influx and Resolution
Change Request Track Breakdown
ChangeNotice_ChangeAdmin_Given
ChangeNotice_ChangeAdmin_NotGiven
ChangeRequest_ChangeAdmin_Given
ChangeRequest_ChangeAdmin_NotGiven
Domain Reports
Open Change Notices
Open Change Requests
Open Problem Reports
Overdue Running Processes
Problem Report Influx and Resolution
ProblemReport_ChangeAdmin_Given
ProblemReport_ChangeAdmin_NotGiven
Process Initiated by Current User
Variance_ChangeAdmin_Given
Variance_ChangeAdmin_NotGiven
For Windchill ProjectLink, the following report templates are loaded in the site context:
Project Action Items
Project Activities
Project Deliverables
Project Milestones
Project Summary Activities
Project Tasks
Project-Program Status Report Query
Projects Created Query
Projects Owned Query
Task Form Templates
The following task form templates are loaded in the site context for all Windchill solutions:
Primary Business Object Class
Type
Name
wt.fc.WTObject
XDP
default
wt.fc.WTObject
JSP
default
wt.fc.WTObject
Native
default
wt.change2.WTChangeRequest2
Native
Analyze Change Request
wt.change2.WTChangeOrder2
Native
Audit Change Notice
wt.change2.WTChangeActivity2
Native
Complete Change Notice Task
wt.change2.WTChangeRequest2
Native
CRB Review Change Request
wt.change2.WTChangeActivity2
Native
Review Change Notice Task
wt.change2.WTChangeIssue
Native
Review/Approve Problem Report
wt.maturity.PromotionNotice
Native
Review/Approve Promotion Request
wt.change2.WTVariance
Native
Review/Approve Variance
Editing Templates
To edit templates, navigate to the Templates table by clicking the Templates link within a specific context and then select the type of template from the table view drop-down list. The list of templates that are available from the context appears in the table. Each type of template has its own method of editing the templates. Generally, editing can be initiated either by clicking an icon at the top of the Templates table or selecting an action from a row in the table.
For details on templates and how to edit them, see the help that is available from the Templates table. For specific information about editing context templates, see Context Templates.
Removing, Hiding, or Disabling Templates
You can remove, hide, or disable the templates that have been loaded. If you do not want a template to be used by anyone, PTC recommends that you disable the use of the template instead of removing it. By disabling it, the template is not available for use in any context, but remains in the system in case it is needed in the future. If you do not want a template to be used in a specific context, but want to allow its use in other contexts, you can hide the template in the specific context and show the template in other contexts.
To view the templates that have been loaded, select Site > Templates. Select the type of template from the view drop-down list to display the templates in the table. You can then use the disable row action to make individual templates unavailable throughout the user interface or use the hide action to hide the visibility of individual templates in a specific context.
For additional help on template actions, click the help icon on the Templates table to display the templates help.
Managing Document Template Preferences
When your Windchill solution is installed, default preference settings for document templates are established. For example, the default name of a document that is created from a template is set in the Document from Template Filename preference. You can change the defaults to better meet the needs of users by opening the Preference Management utility from within the context in which you want the settings to take effect. Document template preferences are listed under the Documents category.
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