Master Data
Project Category Templates
Foundation DataProject Category Templates combine a project category with a complexity level.
Business Explanation
Plain-language context for planners and operations leaders.
Business Explanation
Plain-language context for planners and operations leaders.
What is this?
A Project Category Template represents one category and one complexity level, such as Retail Store - Medium.
Why is it needed?
It creates the header that future standard workload lines belong to.
How is it used later?
When a project is created later, the selected category and complexity will load the matching template.
Example Template Rows
| Project Category | Complexity Level | Template Name | Description |
|---|---|---|---|
| RETAIL | M | Retail Store - Medium | Standard retail store template |
| RETAIL | L | Retail Store - Large | Large retail store template |
| OFFICE | M | Office Fitout - Medium | Standard office fitout template |
Filling Rules and Accepted Values
- Do not rename or remove template column headers.
- Required columns: Project Category, Complexity Level, Template Name.
- Project Category: PERMANENT (PERMANENT), SPAA (SPAA), SPAA-FIXED (SPAA-FIXED).
- Complexity Level: SIMPLE (S), MEDIUM (M), COMPLEX (C).
Search and Templates
Find records or move setup data with a spreadsheet template.
Edit Project Category Templates
Maintain the setup information used by future planning.
Project Category Templates Records
Search, edit, and activate or deactivate records for this area.
| Template | Category | Complexity | Status | Actions |
|---|---|---|---|---|
| PERMANENT - COMPLEX | PERMANENT (PERMANENT) | COMPLEX (C) | Active | |
| PERMANENT - MEDIUM | PERMANENT (PERMANENT) | MEDIUM (M) | Active | |
| PERMANENT - SIMPLE | PERMANENT (PERMANENT) | SIMPLE (S) | Active | |
| SPAA - COMPLEX | SPAA (SPAA) | COMPLEX (C) | Active | |
| SPAA - MEDIUM | SPAA (SPAA) | MEDIUM (M) | Active | |
| SPAA - SIMPLE | SPAA (SPAA) | SIMPLE (S) | Active | |
| SPAA-FIXED - COMPLEX | SPAA-FIXED (SPAA-FIXED) | COMPLEX (C) | Active | |
| SPAA-FIXED - MEDIUM | SPAA-FIXED (SPAA-FIXED) | MEDIUM (M) | Active | |
| SPAA-FIXED - SIMPLE | SPAA-FIXED (SPAA-FIXED) | SIMPLE (S) | Active |