Routes & Tasks

  Share a Route Template with Other Projects

When a route template is created for a project to use, it is not visible for use by other projects.

 

To share an existing route template with another project:

You must be a project owner or project lead in both projects.

  1. Access the project with the route template to share.

See Projects Overview.

  1. Click Route Templates on the project category tree.

  2. Click Name link of a route template to share.

The Route Template: Properties page is displayed.

  1. Click on the page tool bar.

The Edit Route Template Details window displays.

Projects / Organizations should already be selected in the Access field, showing the current project.

  1. Click the Projects / Organizations browse/choose button.

A Select Access window appears with the projects and organizations where you are a lead or owner.

You may need to click to expand ProjectSpace and display your projects.

  1. Use the check boxes to select the project to share the route template.

  2. Click Done.

The Edit Route Template Details window displays the new project in the Access field.

  1. Click Done.