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

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    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a status report template in Project Workspace

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

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](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 home page of Project Workspace.  
   For information, see [Access the Project Workspace](https://www.servicenow.com/docs/gIF3jXMsNzpObtP9uAhVIg "Learn how to navigate to the new Project Workspace and open a project in the planning page.").
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 document template form](https://www.servicenow.com/docs/iEVjm5iHpp0tYi7PXt0vmw "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, the it_project_manager role is required to create a document template. The option to create a document template from the Project Workspace is available only to users with the Project
   Manager role.

   If your role has create access to document templates at the platform level, you can still create a template even without the it_project_manager role. While it_project_manager controls visibility within the Project
   Workspace, the ability to create templates is ultimately governed by platform-level Access Control Lists (ACLs).

## 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/wtzzdM3~ZIW0vJ5NRXALiQ "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/ErnjuH3I3WERm7h1yoE8LQ "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/wtzzdM3~ZIW0vJ5NRXALiQ "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/~SYfVr9y39JAHENtIrR6Dg "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/S9HWkUWSc8VpIVw0X1XUcQ "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/25h~VSEJI6gY2hDkNEtE2Q "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/Mxpgy0OBfQwrXl~zsG89eg "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.")