Manage Templates

Templates define how progress is measured. Manage them in one place — create, edit, copy, and retire the templates used across the project.

What you manage

• Progressing templates — the progress steps and their weightings.
• Cost code templates — the cost-coding applied to progress.
• Assignments — which classifications each template applies to.

Note

Confirm the exact X4D screens and add screenshots.

Document Control
Title	Manage Templates	X4D Module	X4D Core
Document No.	—	Revision	A
Status	Draft	Originator	X4D Team
Reviewer	—	Date	2026-06-13