Downloading Templates From the Template Library

Administrators and Process Designers with the Template Access user role can download any template from the Template Library. Process Managers, Idea Managers, Project Managers, and Project Team Members with the Template Access user role can download templates in the library that are assigned a template type of Other.

To download a template from the Template Library:

1. From the System menu, select Page Design > Template Library.
2. Click the name of the template to download.

To narrow the list by template name or system name, add the criteria to filter by in the appropriate filter textbox. These filters are case insensitive.

To narrow the list by category, select a category to display In the Category list. If all the templates are in the Default category, the Category list is not displayed.

3. In the Filename field, click the icon next to the file name.
4. Save the file to a convenient location on your desktop of network.

Depending on your browser, downloads might save automatically to a Downloads folder set in the browser settings or you may be prompted to save the file.

Notes:    Deliverable and activity owners open templates for their documents within their projects, not through the Template Library. See Completing Work on File-Based Deliverables and Activities for more information. If you need to work on an MS Excel report template, save the template to your computer before you open it. Opening it first without saving could cause problems with refreshing the template.