Who is this article for?

Users who want to learn to select and assign templates to projects.

No elevated permissions are required.

This guide explains how to select a template when creating a project.

1. Understanding template association

1. Each project is associated with one assessment template to allow comparable supplier assessments to be added to the projects.
2. You might create multiple projects using the same template to monitor progress by year, business area, or supplier group.

2. Options for assigning a template

1. Create new template
   • Create a new template by entering a template name.
   • Use the builder to create sections and questions before continuing.
2. Use existing template
   • Select an existing template from the available options:
   • Authenticate default templates (if available).
   • Published templates (created or shared with your company).
   • Draft templates (navigate to the template to finish building it).
3. Copy existing template
   • Copy an existing template to change and complete before sending.

Important: The template assigned to a project can only be updated while the project is in draft status and no assessments have been sent.