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Publish a Project Template

This how-to guide explains how to publish a Project Template in Authorium. Publishing a template makes it available for users to start new projects based on its structure and configuration.

When to Publish a Project Template​

You should publish a Project Template when:

  • All required configurations, documents, and forms are completed.
  • All Business Rules and Variables are properly assigned or linked to the project.
  • You want to standardize project creation across your organization.
  • You are ready to lock in the structure for consistent use across teams.
Permissions Required

Only Org Owners or Org Admins can publish a Project Template.

To Publish a Project Template​

  1. Go to Configuration > Project Templates.
  2. Locate the template you want to publish and click View Template.
  1. Click the three-dot menu next to the template status.
  2. Select Publish from the dropdown menu.
  1. Click Publish in the confirmation dialog.

Once published:

  • The template becomes available for creating new projects.
  • It cannot be edited unless it is first unpublished.
Note

There is currently no audit trail that records when a template is published or by whom.

See Also​

To complement your knowledge of this process, check the following pages: