Working with Tool Templates

The Tool Templates page displays the list of tool templates that have been created in the system. Tool Templates are used in project roadmaps and in an individual project’s task and deliverables.

In installations with multiple initiatives on the same system, tool templates can be specific to a given initiative or can be used across initiatives. You can quickly locate documents or templates by using filters.

Related Topics

Working with Global Documents

Navigating the Knowledge Base

Creating a New Global Document

Updating and Deleting Global Documents

Deleting documents

Creating a New Tool Template

Updating Tool Templates

Working with Best Practices Documents