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sourceDocument: Xanadu Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/xanadu/it-business-management

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ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Strategic Portfolio Management

ft:clusterId :

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workflow :

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---

# Create a status report template in Project Workspace

# Create a status report template in Project Workspace {#ariaid-title1}

* Release version: Xanadu
* 
* Updated September 10, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.

## Before you begin

Role required: it_project_manager

## Procedure

1. Open a project from the planning page of Project Workspace.  
   For information on how to navigate to the planning page, see [Access the new Project Workspace](https://www.servicenow.com/docs/NrWLatX3Flvaq5TrF~Ddyw "Learn how to navigate to the new Project Workspace and open a project in the planning page."). {#create-a-status-report-template-project-workspace__st01}
{#create-a-status-report-template-project-workspace__st01}
2. Select Doc Templates![Doc Templates icon]().
3. Select New.
4. On the Create new document template form, fill in the fields.  
   For a description of the field values, see [Create new document template form](https://www.servicenow.com/docs/PC14tO76w59vcPhyD2pTWg "Learn about the fields on the Create new document template form of the Project Workspace. Use this form to create a new status report template according to your requirement.").
5. Select Save.  
   Note:  
   In the Project Workspace, you need the it_project_manager role to create a document template. The option to create a document template from the Project Workspace is available only if you hold the project manager
   role.

   If your role has create access for doc templates on the platform, you can create template, even if you do not have the it_project_manager role.

## Result

The template you created appears as an option when you try to create a status report: [Create a status report in Project Workspace](https://www.servicenow.com/docs/hB93CJXE9457frkBeq_4og "Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.").
**Related concepts**   

* [Status reporting in Project Workspace](https://www.servicenow.com/docs/9CeY1~6DXOioSjVR9rfVpw "A status report in Project Workspace is a snapshot in time that gives an overview of your overall project health across key areas such as cost, resources, milestones, health, and more.")  
**Related tasks**   

* [Create a status report in Project Workspace](https://www.servicenow.com/docs/hB93CJXE9457frkBeq_4og "Create a status report in Project Workspace for your projects. Your team can view the report and be updated on project health, metrics, risks, issues, and milestones.")
* [Analyze the status report in Project Workspace](https://www.servicenow.com/docs/ZiCXtKVJowBHGp9GzsR77g "Observe a status report in Project Workspace for your project to learn about project health, metrics, risks, issues, and milestones.")
* [Duplicate a status report in Project Workspace](https://www.servicenow.com/docs/8eW2AljJXlmHxtxt4XARhA "Save time by duplicating an existing status report to copy all the project details without having to copy the information manually in the Project Workspace.")
* [Import old project status report to Project Workspace](https://www.servicenow.com/docs/pBqNK3ZxVYZf1r32gaNteQ "Migrate your old status reports from the classic Project Workspace to the new Project Workspace and optimize reporting process of your projects.")
* [Add dynamic content to status report in Project Workspace](https://www.servicenow.com/docs/7rXaSfQsVjZRZ~hxq3CAGw "Add dynamic content to a status report in Project Workspace for your projects. The dynamic content gets updated automatically in the status report as a change is made to the record.")