To create a new project template, you must open an existing project template in the template repository.
In the new project template, you can create custom data fields for the data that your organization wants to view in the Dashboard. All projects that start with the project template will have these custom data fields.
Before you create any templates with custom data fields, carefully plan and determine the data that your organization wants to track.
For information about how to create custom categories and data fields, see Create custom data.
At the start of a project, the Roadmap provides an outline of the project plan. To develop the Roadmap for a template, add the required phases a team must complete. To the phases, add any required form templates, tool templates, or related documents. This way, any team that uses the project template has a common starting point. After a team completes a project, the Roadmap provides a record of their work.
To ensure that users enter data in forms, and not in the Management section, you can hide areas of the Project Manager.
Save the project template to the template repository on your Qeystone site, where users can access it.