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.
- In the sandbox, click Templates.
- 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.
- Develop or edit the Roadmap by adding phases to match the methodology you want users to follow.
- Save the template to upload it to the repository.
For an example, go to Create a project template.