Plan Templates Dashboard

Plan templates are essentially a pre-defined task plan that can be used as a starting point for new entities. The benefits of using a template plan are:

1. Provides a quicker path to completing the initial plan.

2. Ensures that all entities using this plan have the required tasks, milestones and gates. This is particularly relevant for any consolidated data analysis across multiple plans.

This page displays existing plan templates defined in the platform and provides the means to create new ones.

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

• From the administration workbench, select Plan Templates from the Templates section.

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

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

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

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

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

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

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