Select an activity template

Any templates previously saved as favorites display by name on the Favorite Templates tab in the dialog box. Templates not saved as favorites can be accessed from the database.

To select a template that is saved as a favorite:

Procedure

1. In the New Activity dialog box, click the Favorite Templates tab.All activities previously saved as favorites are listed.

2. Click the favorite template to be used.

3. Click OK.

To select a template from the database:

Procedure

1. In the New Activity dialog box, click the Find Template tab.

2. Use one of the following methods to specify the template ID:

In the Operation ID box, type the ID of the parent operation for the activity to be used.

Click the Find Operation by Name button and search for the parent operation using its name or ID. Use wildcard characters in your search, if necessary.

Click the Find Operation by Class button to open the Classification Search Dialog and search for a classified activity template.

3. After you specify an operation ID, click the Operation Revision button to open the Revision Selection dialog box.

4. In the Revision Selection dialog box, use Revision Display Filter to filter revision types for the selected operation. Use the additional filter buttons to clarify the filter further for only released, in-process, or working revisions.

5. Double-click the appropriate revision.The revision is displayed in the New Activity dialog box. All activities that exist as part of the operation revision are loaded into the Activity list.

6. Select an activity.

7. Click OK.

Creating structures from templates overview

Searching for resources overview