Deleting a Template

If a template should no longer be used, you have two options to remove it from the list of available templates:

• Deleting the template. You can delete a template if it is not in use by any projects. If the template is used by any projects, you must delete those projects before you can delete the template. Workstream will alert you if you try to delete a template that is in use.

Tip: To identify the projects using a template, create a project view that includes only projects using that template.

• Marking the template inactive. If you cannot delete the projects that are using a template, then you can mark the template inactive instead of deleting it. Marking a template inactive hides the template in the list of templates so it cannot be selected for new projects.

Click a link below to view instructions for each of these options.

Delete a template.

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select the template in the grid, and then click on the button bar. You can also right-click the template and select Delete.
3. Click Delete. If there are no projects using the template, the template is deleted. If the template is being used by projects, a message displays indicating how many projects use the template, and you must delete the projects before you can delete the template.

Mark a template as inactive.

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a template in the grid.
3. Click on the button bar.
4. On the General Information tab, select the Inactive check box.
5. Click Save.