Templates in the project management process

A template provides a repeatable pattern for a project. Many projects are similar in their requirements and execution.

Approval templates

define roles and identify people who either approve or reject a project or an aspect of a project. This type of template defines approval requirements, rules, and the type of review that is required. You can use this template to generate this information into a project. To create an approval template, go to Tools > Approvals & Notifications > Approval Templates.

Project Original Budget templates

are another type of program and project management template. This template is often associated with capital projects because you can predefine cost codes within the template.

Capital Project templates

are repeatable information that you can use to put information into capital projects. In the Budget section of this template, you can apply the project original budget template to generate the cost code structure.

You can create a Project Original Budget template, a Capital Project template, and many other templates when you go to Tools > Administration > Templates.