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Doc Template for Project Status Report

monishsnowd
Tera Contributor

Hello,

I have created a document template in the Project Workspace to generate a status report. However, I am unable to capture the document template in Update Sets. There is an option to export the document template, but I am unsure where to import the template. Additionally, could you please let me know the table name that stores the project status templates?

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1 REPLY 1

M Iftikhar
Tera Sage

Hello  @monishsnowd,
The document templates you create in Project Workspace are stored in the Document Templates  [sn_doc_page_template]. If these templates aren’t captured in Update Sets, the best way to move them between instances is to export the record as XML directly from this table and then import it into your target instance in the same table. That should bring your template across correctly.

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If my response helped, please mark it as the accepted solution so others can benefit as well.

Thanks & Regards,
Muhammad Iftikhar

If my response helped, please mark it as the accepted solution so others can benefit as well.