Create a status report or docs template in Project Workspace

task australia Updated Sep 10, 2026 2 min read create-a-status-report-template-project-workspace.md

Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.

Before you begin

Role required: it_project_manager

Procedure

Open a project from the home page of Project Workspace.

For information, see Access the Project Workspace.
Select Doc Templates[Omitted image "icon-doc-template.png"] Alt text: Doc Templates icon.
Select New.
On the Create New Document Template form, fill in the fields.
- To create a project status report template, select Project status report from the Category list. Dynamic content is enabled by default for status report templates, so the Is Dynamic check box doesn't appear on the form.
- To enable dynamic content on Docs, select Project Docs from the Category list and select the Is Dynamic check box. For a description of the field values, see Create document template form.
[Omitted image "create-status-report-template.png"] Alt text: Create status report template
Select Save.

Note:

In the Project Workspace, the it_project_manager role is required to create a document template. The option to create a document template from the Project Workspace is available only to users with the Project Manager role.

If your role has create access to document templates at the platform level, you can still create a template even without the it_project_manager role. While it_project_manager controls visibility within the Project Workspace, the ability to create templates is ultimately governed by platform-level Access Control Lists (ACLs).

Result

The template you created appears as an option when you try to create a status report: Create a status report in Project Workspace.

Parent Topic:Managing projects with Project Workspace

Related topics

Status reporting in Project Workspace

Create a status report in Project Workspace

Analyze the status report in Project Workspace

Duplicate a status report in Project Workspace

Import old project status report to Project Workspace

Add dynamic content to a status report or docs template

71 lines · 4.5 KB Wrap lines

---
title: Create a status report or docs template in Project Workspace
description: Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/create-a-status-report-template-project-workspace.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Manage projects, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Create a status report or docs template in Project Workspace

Create a custom template for status reporting in Project Workspace. Use the template to create status reports according to your specific requirements.

## Before you begin

Role required: it\_project\_manager

## Procedure

1. Open a project from the home page of Project Workspace.

For information, see [Access the Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/access-new-project-workspace.md).

2. Select **Doc Templates\[Omitted image "icon-doc-template.png"\] Alt text: Doc Templates icon**.

3. Select **New**.

4. On the Create New Document Template form, fill in the fields.

- To create a project status report template, select **Project status report** from the Category list. Dynamic content is enabled by default for status report templates, so the **Is Dynamic** check box doesn't appear on the form.
- To enable dynamic content on Docs, select **Project Docs** from the Category list and select the **Is Dynamic** check box.
For a description of the field values, see [Create document template form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/create-new-document-template-form.md).

\[Omitted image "create-status-report-template.png"\] Alt text: Create status report template

5. Select **Save**.

**Note:**

In the Project Workspace, the it\_project\_manager role is required to create a document template. The option to create a document template from the Project Workspace is available only to users with the Project Manager role.

If your role has create access to document templates at the platform level, you can still create a template even without the it\_project\_manager role. While it\_project\_manager controls visibility within the Project Workspace, the ability to create templates is ultimately governed by platform-level Access Control Lists \(ACLs\).

## Result

The template you created appears as an option when you try to create a status report: [Create a status report in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/create-a-status-report-in-project-workspace.md).

**Parent Topic:**[Managing projects with Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/use-projects-pw.md)

**Related topics**

[Status reporting in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/status-reporting-in-pw.md)

[Create a status report in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/create-a-status-report-in-project-workspace.md)

[Analyze the status report in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/view-status-report-in-project-workspace.md)

[Duplicate a status report in Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/duplicate-status-report-pw.md)

[Import old project status report to Project Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/import-old-status-reports.md)

[Add dynamic content to a status report or docs template](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/add-dynamic-content-to-status-report-in-pw.md)