Create a status report template in Project Workspace

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.

2. Select **Doc Templates

1. Select New.

2. On the Create new document template form, fill in the fields.

   For a description of the field values, see Create document template form.

1. 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.

Parent Topic:Managing projects with Project Workspace

Related topics

Status reporting in Project Workspace

Create a status report in Project Workspace

Analyze the status report in Project Workspace

Duplicate a status report in Project Workspace

Import old project status report to Project Workspace

Add dynamic content to status report in Project Workspace