Project Tag Templates

Form ID: (PM204500)

Attention: This form appears only if the Document Management feature is enabled on the Enable/Disable Features (CS100000) form.

You use this form to create reusable tag hierarchies for projects. A tag template defines which tags are used by default and how they’re organized. When you assign a tag template to a project or project template, the system copies this tag hierarchy.

Form Toolbar

The form toolbar includes the following button in addition to standard ones.


Button	Description
Copy	Opens the Copy Tag Template dialog box, where you create a template by copying the currently one and specifying its settings (such as the template ID and description).

Table 1. Copy Tag Template Dialog BoxUse this dialog box to create a new project tag template based on the current one. The dialog box opens when you click Copy on the form toolbar. It includes the following elements.
Element	Description
Template ID	The identifier of the new template.
The dialog box has the following buttons.
Copy	Closes the dialog box, saves the copied template as a new one, and opens it on the current form.
Cancel	Cancels the changes and closes the dialog box.

Summary Area

In this area, you can specify the identifier and description of the project tag template and activate or deactivate it.


Element	Description
Template ID	The identifier of the project tag template.
Description	The description of the template.
Active	A check box that indicates (if selected) that the template is active and can be used for project and project templates.

Left Pane: Tags

In this pane, you create tags under the All Tags top-level node, which appears when the tag template is saved. You can create a hierarchical or single-level structure.

Tag Properties Section

In this section, you can view and edit the properties of the selected tag.


Element	Description
Tag Name	The name of the selected tag.
Description	The description of the selected tag.
Parent Tag	The parent tag of the selected tag in the hierarchy.

Access Rights Section

In this section, you can assign each user role’s access level to the selected tag. Users with the role have the specified level of access to files with this tag.

Table 2. Table Columns
Column	Description
Role	The name of the role.
Guest Role	A check box that indicates (if selected) that the role is a guest role.
Description	The role’s description.
Access Rights	Read-only. The access level, which determines what users with the role assigned can do with files that have the selected tag. One of the following options can be selected: Revoked: Users can't access the tag or its files. View Only: Users can view and download files with the tag. Create Version (Project Files): Users can view, download, and check out files with the tag; they can also upload new versions. Upload (Project Files): Users can view, download, and check out files with the tag. They can also upload new files or versions and assign the tag. Delete (Project Files): Users can perform all actions permitted by the Upload role plus deleting files. Attention: If a file has multiple tags with different access levels, the system applies the most permissive level.