Create a status report template in Project Workspace

  • Release version: Xanadu
  • Updated September 10, 2024
  • 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.
    2. Select Doc TemplatesDoc 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.

      Create status report template
    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.