How do I change a Project Template?

Create new Projects or adjust existing ones. Save time with standardized project descriptions providing unique details when they are added to a client's Roadmap

• Navigate to the Project Template Library:

  • From the main dashboard, go to the Setup menu and select Service Catalogue. This is your project template inventory.
  • Listed are all of the existing templates available.

• Select the Template to Edit:

  • Scroll through the list or use the search bar to locate the specific project template you wish to change.
  • Click on the template name to open it and see a preview of the Project.
  • Click the Edit icon at the top right to enter the edit mode.

• Modify the Project Details:

  • Once in edit mode, you can edit various elements, such as:
    • Project Name: Adjust the name to better reflect the specific use case or client.
    • Description and Deliverables: Modify the project description, goals, and deliverables to ensure they align with the project’s current needs.

• Project Costs:

  • Project costs are defined when the Project is added to a client's Roadmap.
  • Asset Costs are derived from the default values set in the Client Asset Types and are fixed based on the replacement cost. You can modify the costs within the Client Asset Types section if needed.
  • Project Costs can be adjusted by editing the associated projects from the Project Roadmap module or from within the report’s Project Roadmap widget.

• Save the Changes:

  • After making all necessary modifications, click Save to update the project template.
  • If the template is used for multiple clients, these changes will apply across all future uses of this template, but will not affect past or current projects already initiated.

• Apply the Updated Template:

  • The updated template will now be available for use in future projects. To apply the template to a new project, navigate to the Project Roadmap, and select the modified template when creating a new project.
  • You can also use the updated template when running new assessments, ensuring the most current version of the project template is always utilized.

• Create a new Project:

  • If there is already a Project that is similar to what you want to create, you can make a copy of it with the Copy icon at the far right of the Project listing (hover in the white space at the far right to see the additional options). Save the Project with a new name.
  • To create a new Project, scroll down to the Service Group you want it to be in.
  • Click on Create a New Service.
    • Enter the name of the new service.  (Duplicate names are allowed, but it is recommended you choose a unique name)
    • For most instances, the type should be set to 'Project'. 'Project or Service' and 'Service' are special use types.
    • Once you click Save, you will have a blank Project that you can edit with all of your details.
• Make the Project a standard Recommendation:
  • To have your new Project listed as the standard recommendation in a Gap Analysis Report, edit the Report Template.
  • For each applicable Statement, choose your new Project from the Recommendation list.