Initiative Templates - Local or Global

[Former Member]

Hi,

We are using PPM5.0 and we want to create initiative templates for our portfolio (cross buckets). As the application works today we can only select a initiative template if the new initiative is to be stored in the same bucket of the initiative template.

Does it exist any "global" initiative template that you can use? Is there any way that we can achieve maintaining a single template for all our portfolio?

Thanks in advance.

Best regards,

Neil

[priyatham_kasu2 · Accepted solution]

Hi Neil,

You can make the template by checking the check box Global Template in the template overview screen to make it available across buckets in the portfolio.

Best Regards,

Priyatham