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About Template Workspaces

Template workspaces exist to provide basic reference information used to populate new workspaces you create in Proliance. Although you can also reference actual live workspaces when creating new workspaces, templates enable you to set out the basic configuration and document information that should be applied to new workspaces without carrying over any extraneous information from live workspaces. Similarly, you won't have to worry about your default template workspace data showing up in Portfolio or Organization wide metrics.

Template workspaces appear and behave almost identically to live workspaces, with full abilities to create documents and enter data, with the following exceptions:

• Template workspace summaries cannot be submitted to the Organization work area.
• Documents from template workspaces are unavailable in the Portfolios work area Workspace Reporting registers
• Template workspace information is unavailable in the Portfolio ACR
• Template workspace names in the navigation trail are followed by the text '(Template)'.
• In the Main page of a workspace template's Workspace Properties document, the attribute 'Flag as Template' is selected.
• Template workspaces do not appear in the Portfolios work area Workspace Properties register.

Like live workspaces, there are two types of template workspaces:

• Template Standalone Workspaces: These are used to create standalone workspaces. Like live standalone workspaces, Template Standalone Workspaces contain all of their own configuration information. By default, Proliance comes with one template standalone workspace named 'Default Standalone Template Workspace'.
• Template Managed Workspaces: These are used to create managed workspaces and are created as part of either live portfolios or template portfolios. Like live managed workspaces, Template Managed Workspaces take their configuration information from their portfolio. By default, Proliance comes with one template managed workspace named 'Default Managed Template Workspace', which is part of the default template portfolio 'Default Template Portfolio'.

For more information on creating template workspaces, see "Creating a Template Workspace".