For projects that are best managed using multiple jobs, you can predefine a set of project jobs, and create them all with a single click at the start of any given project. In this example, we use a variety of Jim2 concepts to set up, deploy and manage a project within Jim2.
To begin, add a new Action called Jim2 Imp, and create templates that we will associate with a new Project Type called J2.Cloud Full Imp.
New Action – Jim2 Imp
New Project Type – Jim2.Cloud Full Imp
Create Job Type if not already there
Create Items as per table below
Once the new Action and Project Type have been created, we will then create a set of project templates that represent the jobs we want created.
Template Name |
Item |
Due Date |
Status |
Priority |
Job Type |
Name |
Contained Template |
Project:Jim2 Imp Site Scope |
PS.SCOPE |
Now + 5 days |
Proceed |
High |
New Business |
Implement |
Default Template |
Project:Jim2 Imp: Cloud Setup |
PS.CLOUD |
Now + 7 days |
Proceed |
High |
New Business |
Support |
Default Template |
Project:Jim2 Imp: Tech Setup |
PS.PREP |
Now + 10 days |
Proceed |
High |
New Business |
Support |
Default Template |
Project:Jim2 Imp: Data Prep |
PS.PREP |
Now + 10 days |
Proceed |
High |
New Business |
Support |
Default Template |
Project: Jim2 Imp: Implement |
PS.IMP |
Now + 14 days |
Proceed |
High |
New Business |
Implement |
Default Template |
Project:Jim2 Imp: Site Review |
PS.REVIEW |
Now + 30 days |
Proceed |
High |
New Business |
Implement |
Default Template |
Now the templates have been created, they can be associated to the Project Type. Different implementations may use some or all of the available Jim2 Imp Templates. Keep in mind that the same template can be assigned to multiple project types.
Further information:
Template Rules and Action Wizard |
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Project Template Creation Example 1 Project Template Creation Example 2 |