Create project templates

In a Engage subscription, data architects create and edit project templates to define the phases of the project, as well as the tools and forms to use in each phase.
  1. In the sandbox, click Templates.
  2. Under Project Templates, do either of the following:
    • To create a new project template, click New Project Template.
    • To edit a project template, click an existing template.

    The project template opens in the sandbox template editor. A new project template has an empty Roadmap with a single phase. An existing project template has a completed Roadmap that you can edit.

  3. Develop or edit the Roadmap by adding phases to match the methodology you want users to follow.
  4. Save the template to upload it to the repository.

For an example, go to Create a project template.

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