Organization Settings
Templates
The Templates tab displays all benefit and cost templates saved at the organization level. These templates are available to all members across every portfolio and product within the org, making it easy to maintain consistency when building initiatives.
Templates can be edited or deleted from this tab. Super Admins and Admins are responsible for managing org-level templates.
Templates can also be saved at the Portfolio and Product levels, where they are scoped to members of that specific portfolio or product. Initiative contributors can create templates that are saved upward to the product, portfolio, or org level.