The Project Status Reporting Templates Page

This article details how to access the Project Status Templates page and the available options to you.

  1. From the Icon Bar, choose Setup .
  2. From the Navigation Menu, click Work to expand the corresponding menu.
  3. From the available options click Project Status Templates.
  4. View the List of available Project Status Templates.
    1. From the left pane click the name of a template. The Details, Project KPIs and Project Status tabs on the right pane will then be available. You can navigate through the tabs to customize the template further.
    2. You can choose to Copy the chosen template, Save it upon making modifications or click Cancel to undo your selection.
    3. Search for a template by Name.
    4. Pagination is available at the top right corner to facilitate easy navigation across multiple pages.
    5. To create a new template, click the Create Template button.
    6. Delete a non Default template by selecting the selection box located against the name of the template and then clicking the Delete button.
    7. You can choose a different Default template by selecting the Default box.

      Note: You must always have a Default template.

    8. Refresh the list by clicking the Refresh button.