Program and project templates

Program and project templates have additional tabs that customize the object instances that are made from the template.

If you have the Financial Module installed, program and project templates can contain budget information. You can set budget approval rules to manage expenses on the Budget Approval Rules tab.

You can set participant roles on the Project template's Roles tab.

Your organization might restrict your users from creating project instances. In that case, users must create project requests. Manage default rules for project requests on the Request tab.

Project templates contain a workflow tab. You can build a default workflow for the project instances built from this template.

If Unica Plan is integrated withUnica Campaign, you can create Unica Campaign projects. Unica Campaign projects use features from both products.