Setting up a template

Modified on Tue, 2 Jan at 2:39 PM

First decide if you need any new Dimensions, these can be used to categorise the template once it has been used to create a plan in a project.  The defaults provided are Project Type and Country, these can be kept, their values altered or deleted if they are not appropriate. 


You should then create a new Template by clicking on the plus icon and giving it a name. 


The areas in a template could be defined as the different data elements to be included in the migration or the functional areas to be supported by the new target system. 


Areas can be defined as children of a top level area so that the area can be broken down into a fine a level of detail as makes sense to test it. 


The objective is to define the scope of the data migration and therefore those elements that must be tested once it is complete to prove that it has been done successfully. 


The business must understand the definition so the definition should not be in technical terms of databases, columns or attributes but in business terms such as Logical Entities or even Screens from the Target system. 


The template should cover all possible areas that may be included in a particular type of project even if any individual project will never encompass all of them. 

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