Templates 

Definition

Templates define the basic structure of an object.

Use

When carrying out projects you must take into consideration externally defined structures, such as norms or general regulations on the one hand, and internal standards such as procedure instructions or rules on the other. To accommodate these requirements you can create templates that you can use every time you create a project. This allows you to better standardize your projects.

You can create templates for the following objects:

●     Projects

●     Checklists

●     Control plans

●     Documents

You can create templates as follows:

●     Without a template

●     Based on an existing template (for project and checklist templates only)

●     Based on an operational project or a checklist in an operational project (for project or checklist templates only)

For more information, see Creating a Template.

Integration

Each template has a status. For more information see Status Management and Status of Templates.