Create new document template form

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • 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.

    Tableau 1. Create new document template form
    Field Description
    Name Unique name for your template.
    Category Category for the template. Search and select Project status report.
    Description Type in a description for your template.
    Visibility Visibility of the template.
    Owner Owner of the template.
    Icon Icon for the report. Select an icon file, which appears in the window along with the template you’re creating. This file appears in the header of the status report.
    Is dynamic Option to insert dynamic project data in the status reports created using this template.
    Attachments Attachments to the template.