Entity Templates Dashboard

Entity templates are created to define the behaviour of an entity class. Examples of an entity class are a 'Project' (from the PPMAnywhere solution) or an 'Audit' (from the GRC Anywhere solution). An entity class can have more than one template defined for it. For example a 'Project' might have a 'Waterfall' template or 'Agile' template depending on the methodology. The 'Audit' class might have templates for an 'Internal Audit' and an 'External Audit'.

Templates define a number of factors:

1. The approach for status reporting

2. How the entity is planned

3. The governance form and process. 

4. Whether staff can book time to entities with this template and if so, who.

5. Who can see entities with this template

6. What control processes are in use for entities with this template. For example: risk, issue, scope change processes.

• The dashboard can be accessed from the Administration Workbench. From the menu, select Admin Center under the Administration section.

• From the administration workbench, select Entity Types from the Templates section.

• Enter text in the filter criteria to restrict the entity templates displayed

• Click on the ‘+’ sign to the top right of this page to create a new entity template. The Entity Template Editor will open.

• If there is no +' sign then either the user does not have the authority to create an entity template.

• Click on an existing entity template to view the Entity Template Editor

• Click on an existing entity template to view the Entity Template Editor. From this page it is possible to make updates to the entity template..

• Entity templates can be deactivated to prevent them being used further.

• Click on an existing entity template to view the Entity Template Editor.  From this page it is possible to deactivate the entity template.