About Services Project Templates

Services projects must be based on project templates, so you must create services project templates.

Required license roles: Services Product Manager, Services Product Developer

You can list services project templates on the Project Templates app category for Services Management or Project Management. You can also use the Project Management tools to work with project templates. For more information, see Project Management User's Guide: Working With Project Templates.

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This page discusses:

Types of Services Projects

You can define project templates for these types of services projects:

Type of Services ProjectDescription
Product Development Documents and tracks the development of a validated business plan into a new product introduction to the market, or adapting or validating an existing product for a different context such as a different location or client segment.

A product Development Project could include these phases with possible deliverables:

  • High-level design phase
    • Product classification
    • Roadmap
    • Product description
    • Business model
    • Market positioning
    • Business plan
    • Pre-sales materials
  • Detailed design and engineering phase
    • Product level description
    • Risk assessments
    • Operating model
    • Legal and compliance and service level descriptions

Product Management Documents and tracks the development of a validated business plan into a revised product introduction to the market.

The phases and deliverables would be similar to a product Development Project, but as a revision to an existing product.

Business Initiative Documents and tracks the development of a validated idea into a validated business plan for a product introduction or change.

Task deliverables in a Business Initiative Project could include:

  • Investments versus expected revenues
  • Estimated go-launch dates
  • Opportunity studies
  • Product concepts
  • Business cases
  • Requirements

Services Management License Roles

The Services Product Manager and Services Product Developer licenses lets you create, modify, delete, activate and deactivate services project templates. These licenses provide full access to all program and project functionality.

The Services Product Contributor license lets you find and view services project templates. This license role provides access to project execution, but you can only view the template.

Services Project Template Process

This outline describes the typical process for any type of services project template:

  1. A Services Product Manager or Services Product Developer user, with the Leader access role creates the template. The app automatically creates the template in the Active state. To prevent the project template from being used until you have completed its definition, you can demote it to the Inactive state.
  2. The Leader modifies the template to define these items that all projects based on this template will inherit:
    • Schedule (tasks, phases, milestones, and so on).
    • Folders and any documents (such as document templates to be used for task deliverables)
    • Budgets

    For more information, see Project Management User's Guide: Working With Project Templates.

  3. When ready, the Leader promotes the project template to the Active state for use by Author users.
  4. A Services Product Manager or Services Product Developer license user with the Author access role creates projects based on the template.

    The app does not maintain a link between a project template and any projects created from the template. After creating a project, any changes made to the template are not propagated to the project.

The Leader can also delete the project template, however, you should delete a template only if you created it in error and it has not been used to create a project. If you no longer want a template to be used, demote it to Inactive.