Edit a Project Template Activity

1. Access the Project Templates section
   1. Select the Default GRC context from the context menu.
   2. Click the Projects tab.
   3. Select Templates from the Library group.

      

      Note: The Project Templates screen is displayed.

      

2. Click the project template name.
3. Click Edit next to the name of the activity you wish to edit in the Project Activity Templates section.
4. Make the necessary changes (e.g. change the phase, sort order, work paper type, activity name and/or resources).

   Note: Add a decimal (.X) to any sort number to create a child activity. For example, change the sort order from 0002 to 1.1 to make the activity a "child" of activity 0001. Activities that contain child activities will be displayed with a + in front of them. Click Expand to view all of the sub activities.

   

5. Click Save.