Project Job Templates Example

For projects that are best managed using multiple jobs, predefine a set of project jobs, and create them all with a single click at the start of any project. In this example, variety of Jim2 concepts are used to set up, deploy and manage a project within Jim2.

To begin, add a new Action called Jim2 Imp, and create templates that will be associated with a new Project Type called J2.Cloud Full Imp.

Once the new Action and Project Type have been created, create a set of project templates that represent which jobs are required to be 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.