Configuration: Templates
Templates are reusable configurations that define what to track on engagements.
Templates Page
The Templates page organises templates by type:
Finance Templates — P&L Line Items
Each finance template contains a list of P&L line items drawn from the finance catalog. Items are categorised into:
- Revenue
- COGS
- Operating expenses
- Other categories
Performance Templates — KPI Metrics
Each performance template contains KPIs drawn from the performance catalog. Each item includes:
- Metric definition
- Measurement direction
- Default target
Capacity Templates — Roles and Hours
Each capacity template contains roles drawn from the capacity catalog (roles and rates). Each item includes:
- Role
- Default planned hours
- FTE equivalent
AI Templates
Define which AI use cases apply to engagements using this template. Used for tracking AI adoption across the portfolio.
Project Templates — Workstreams, Milestones, Deliverables
Project templates define the timeline structure for project-based engagements:
- Workstreams (phases)
- Milestones (gates)
- Deliverables
Assigned to engagements to pre-populate the project timeline.
Template Detail View
Items Table
A table listing all items in the template with:
- Catalog reference
- Default values
- Configuration options
Add, edit, or remove items.
Engagements Using This Template
A list of engagements that have this template assigned. Changes to the template do not affect existing engagement configurations — only new assignments inherit the latest template structure.
Creating and Editing Template Items
- Add items from the relevant catalog
- Configure default values
- Reorder items to control display order
- Remove items that are no longer needed
Related Documentation
- Template Setup Guide — Step-by-step workflow
- Library / Catalogs — Managing catalog items