Stage Template Editor

You can access the Stage Template Editor in Studiometry by going to the Preferences Window > Project Templates section. When you select a Project Template, all associated Stages Templates will be listed out in the Stage Pipeline box. To edit a Stage Template, you can double-click it in the pipeline, or click the Edit Stage Templates button and double-click a Stage Template in the window that appears.

 

The stage template editor in Studiometry lets you create fully customizable "stages" that can include nested Gantt and To Do items. A stage template can be added to one or more Project Templates for future use, or added directly to an active Project.

 

Setting up the required items and dependency for your stage template involves adding Gantt and To Do items, and then arranging them to your liking. You can add Gantt and To Do items to the stage template by clicking the "Add Gantt Item" and "Add To Do" buttons. The Template Requirements table will update to give you visual feedback regarding the dependencies of entered items, as you can see below:

A. Linking To Dos to a Gantt Item

If you would like to link a To Do to a Gantt item in the stage template, simply drag the To Do directly below a Gantt item that is not already dependent on another Gantt item. Studiometry gives you the option to link your Gantt items to either (A) a single parent Gantt item, or (B) one or more To Dos.

B. Linking a Gantt items to a Parent Gantt Item

Requires Studiometry 9.0 or newer!

If you would like to create a Gantt item that is dependent on the status of another Gantt item (for example, item B cannot start until item A has been complete), you can do so by doing the following:

1. Drag the dependent item below the parent item in the list of template requirements
2. Select the dependent item and choose a dependency besides "No Gantt Links"
3. This should automatically increase the dependency depth, and the item should now appear indented the list to visually show its dependency
4. If you'd like to change the dependency depth (and possibly change the parent Gantt item) use the Increase and Decrease buttons

 

Related Videos:

• Video: Project Templates and Stage Templates
• Video: To Do / Gantt Chart / Project Stage Linking

Stage Template Settings

Stage Template Name	The name of the stage that will be added when using the selected stage template.
Default Days Long	This is used when creating a new Project using a Project Template. Studiometry will place dates into the To Dos and GANTT items created with each Stage based on the Stage's start date and the Project's start date.
Auto-Advance Stage	The project will automatically advance to the next stage when all required To Do and Gantt items in this stage are marked as completed.
Link first possible Gantt item to last Gantt item of previous stage	If selected, Studiometry will attempt to create a link between the first eligible Gantt item of this stage and the last Gantt item of the previous stage. For a Gantt item to be eligible it must not have any To Dos linked to it, and it must not already be linked to another Gantt item in the current stage.

Gantt Item Settings

Milestone	The created Gantt item will be a Milestone, and stand out on the Gantt chart from other items.
Days from Stage Beginning	The start date of the Gantt item is based on the Stage start date plus the number of days entered here.
Days Long	The number of days the Gantt item will last.
Gantt Link Popup	The popup will let you select dependency types if you plan on linking the item to a parent Gantt item.
Dependency Depth	This is used to determine the Gantt item's direct parent. Helpful guide-lines will be drawn to the exact parent item.

To Do Item Settings

Days from Stage Beginning	The start date of the Gantt item is based on the Stage start date plus the number of days entered here.
Priority	The priority value for the created To Do.
Employees	Selected employees will automatically be assigned to the To Do item. If no employees are selected, it will be a public To Do and all employees will be assigned.