Project review templates

FlexiProject is a versatile tool that lets you create various project review templates. Templates can be customized to fit the specific projects you’re working on. This customization is critical to making your work more efficient and standardized.
Think of these templates as a blueprint for your project reviews. They guide Project Managers on what data to complete and how to do it. This way, they don’t have to start from scratch every time, which saves a lot of time.
Moreover, these templates ensure consistency across all project reviews. Regardless of the project’s nature, the review process remains the same. This standardization makes it easier to compare and analyze different projects.
In summary, FlexiProject’s ability to create tailored project review templates not only streamlines the review process but also enhances the efficiency and effectiveness of Project Managers. It’s a win-win situation for everyone involved.

Create project review template

1. Expand the PMO group in the main menu and go to the Reviews module.
2. Go to the Templates view.
3. Click Add in the Templates view. The add review template window will open.
   
4. Enter the name of the review template.
5. Click the Add button. A new blank project review template will be created. The name of the review template will be displayed at the top of the page.
6. Create a review template layout by moving items from the component bar on the right side of the screen and dropping them at the desired location in the template.
   

Usage of review template wizard

Add review template components

Move items from the component bar on the right side of the screen and drop them at the desired location in the template.

Use sections and columns

You can add sections and columns to group components and place elements inside them.

Edit components layout

Hover over a component and click the pencil icon to change its name and colors.

Delete components

Hover over a component and click the trash can icon to remove it.