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Creating a Scope Template

To streamline project planning, you can create a scope template that encompasses all the necessary tasks for a particular project phase or delivery:

  1. In the Scopes tab, click on the New Scope Template button located in the upper-right corner.
  2. Enter a descriptive Template name that represents the work scope, such as "LVPM PRM Template".
  3. Define the Scopes field to categorize the type of work, for example, "PRM".
  4. Click Save to create your new template.

Create scope template

Once the template is saved, it's ready for task assignment.