Create a status report template in Project Workspace

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Role required: it_project_manager

    Prozedur

    1. Open a project from the home page of Project Workspace.
      For information, 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.
      Hinweis:

      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).

    Ergebnisse

    The template you created appears as an option when you try to create a status report: Create a status report in Project Workspace.