Create a Project Template

Creating a project template is a two step process: 1) create the template and 2) add activities to the template.

1. Access the Project Template section
   1. Select the Default GRC context from the context menu.
   2. Click the Projects tab.
   3. Select Templates from the Library group.

      

      Note: The Project Templates screen is displayed.

      

2. Click Add.

   

3. Enter a unique project template name and description.
4. Select the template type from the drop-down list (e.g. operational, compliance etc.)
5. Click Save.

Once the project template has been created, you will create a set of project activities related to the template