Before you create a project template, consider the following questions:
For example, you can create a project with four phases: Identify, Evaluate, Implement, and Monitor.
Qeystone provides a set of data categories and fields that you can use to record key data about your project and display the data in the Dashboard. If this data does not meet all your organizational tracking needs, you can create your own custom data categories and data fields. For more information, see Create custom data.
Qeystone Tools provides several tool templates, such as process maps and fishbone diagrams. You can also create a custom tool template by modifying a standard tool template. For more information, see Customize a tool template.
Qeystone Tools provides many form templates, such as project charters and FMEAs, to collect and record the data that will roll up to the Dashboard. You can modify an existing form template or create a new form template. For more information, see Create an effective form template.
You can configure the Project Manager to display only the areas that you choose. For example, you can hide the Financial Data tab or the Y Metrics area of the Project Manager.
You can enter values that apply to all projects that are based on this template. For example, you can enter values for division, location, or process owner. When a user opens the project template, these values are already there.