Manage Project templates

Project templates standardize the creation and configuration of Projects within a space.

Governance frameworks such as the General Data Protection Regulation (GDPR) can be supported through the configuration of platform security primitives like roles, groups, Markings, and Project constraints, among others. These configurations can be encoded and mandated for all new Projects through Project templates. This allows organizations to set governance guardrails on created Projects.

Currently, Project templates support the configuration of roles and groups. Markings, Project constraints and other features will eventually be supported. Development of these features will be incremental.

Administration

Space owners can create, edit and delete Project templates. Administrating Project templates can be done on a per-space level by navigating to Control Panel > All Settings > Security and Governance > Spaces. Select the actions dropdown on a given space to access Project templates.

The Project template option on the spaces action dropdown.

Select Create template on the top right of the Project templates page to create a new template. This will open the Project template creation wizard, where you can define the template name, description, variables, roles, Markings, and other information.

Template creation supports the use of variables to parametrize things like names for groups and Markings. Variables are defined at the time of template deployment (at Project creation) in the Variables section of the template creation wizard.

The "Variables" section during template creation.

This is especially helpful because Project templates support the configuration of placeholder groups and Markings, which are automatically created at the time of template deployment and Project creation.

The "New placeholder group" option under the "Project roles" section during template creation.

An example use of this functionality is the configuration of placeholder groups with roles against the Project such that at time of Project creation, dedicated groups that follow Project naming conventions are created and used to administrate access against the Project.

Project deployment

All created Projects use a template. The default Project template creates an empty Project with the Project creator as its owner. If a space has more than one Project template configured, then users can select which to use when creating a Project.

Users that have editor permissions on a space can create Projects on that space. A Project creator may need the appropriate additional permissions depending on the Project template definition. For example, if a template results in new groups or Markings being created or the application of an existing Marking, the user creating the Project is required to have the corresponding permissions to perform those actions.