[email protected] - Friday, November 16, 2012 1:30 AM:
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Matjazz - Friday, November 16, 2012 5:27 PM:
Hi veer!
Help / Just Ask Innovator:
Program Management - Program Management Items - Templates - Create a Template OR Create Project from Template
Recommended procedure:
1) Create a new project template
a) From TOC - Templates - right-click on Project Templates, and choose New Project Template... from the popup menu.
Or you can download templates from Aras Projects page and import them in to your Aras Innovator - best for the beginning
APQP Project Template
http://www.aras.com/projects/project-view.aspx?id=9D266D2FD0CA4F1AAD6462E09AF15F3A
High Tech NPI Template
http://www.aras.com/projects/project-view.aspx?id=AC088D37590D4DA785C89F817C9F4BA1
2) Approve a Template
Help / Just Ask Innovator:
Program Management - Program Management Items - Templates - Approve a Template
3) Create a project from a template
From TOC - Portfolio - right-click on Projects, and choose New Project... from the popup menu.
Important: Only approved templates appear in the list of available templates for creation of a project.
Regards - Matjazz
[email protected] - Monday, November 19, 2012 12:06 AM:
Hi Matjazz,
Thanks for the reply but that's not the problem actually i want create an item type like project template.The project template is an item type and we are creating instances of it which can be used when we create a project . Similarly i want to create a template item type which will be used while creating a product but i'm not able to figure out how this template is used not the UI part but the customization part what methods make it work when i select the template its contents gets populated under the project plan. Any help is appreciated.
Regards
Veer
Matjazz - Tuesday, November 20, 2012 7:40 AM:
Hi Veer,
Now I think that I understand your question, but I am not going to be very helpful. As far as I know, standard Innovator practices the following approach:
Creating Items (instances) to serve as templates for further cloning and copying
Described in:
Just Ask Innovator - Quality Planning - Quality Planning - Templates
Just Ask Innovator - Quality Planning - Quality Planning - Clone
From Just Ask Innovator:
"We recommend that in creating templates, each company should develop a naming convention. For example, all templates will include the word "template" in the name of the part; or all templates will start will "00-" for their part number. Currently, Innovator does not differentiate between an Item and its template. So, the only difference will come from the visual clues, such as the name and the part number, that the company will choose to set up."
Aras Project "Clone Items with Files" could be useful:
http://www.aras.com/projects/project-view.aspx?id=602D18E572DB447985FBDC06061565F9
Your approach:
As I understand, you want to create an ItemType "??? Template" - for example, a template of a part or a document - similar to ItemType "Project Template". Interesting, but I am wondering which approach is correct or better, because templates could be quite different and items (instances) generated from them should be instances of respective ItemTypes. For example, final Part XXXXX created from ItemType "Part Template", should be an instance of ItemType "Part" and not of ItemType "Part Template". In this case you should customize ItemType Part creation Form, also (similarly to Project creation Form).
To figure out how Project Template is used - what methods make it work - you should extract the application schema (ItemTypes, Forms, Relationships, Lists, Methods...).
Sorry, I am not of much help. Maybe someone else can help you.
Regards - Matjazz
[email protected] - Tuesday, November 20, 2012 11:20 PM:
Hey Matjazz,
I asked the same question from aras support and the method that is used is onCreateNewProject.
Thanks anyways for the replies i really appreciate it.
Regards
Veer
