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Documentation / Projects

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Review Templates

How to save a review template, use it when creating a review, and manage templates from the project page.

A review template saves a proven review configuration so the same project can be reviewed again without rebuilding every option.

What a template stores

A template stores:

  • project
  • saved connection
  • subscription scope
  • WAF rule set
  • Landing Zone option
  • report-related options

Templates belong to one project.

Save a template

From a completed review

Use this when the review has already run successfully.

  1. Open the completed review.
  2. Click Save as Template in the review header.
  3. Name the template clearly.
  4. Save.

From the project page

  1. Open the project.
  2. Open Templates.

Templates tab on the project page

  1. Click New Template.
  2. Choose the saved connection and options.
  3. Save.

Templates created from the project page use all subscriptions visible to the selected connection at run time. Use a completed review if you need to preserve a fixed subset.

Use a template

  1. Open the New Review modal.
  2. Select the project.
  3. Choose Use Template when available.
  4. Select the template.
  5. Check the Confirm step.
  6. Queue the review.

Manage templates

From the Templates tab, you can rename, edit, or delete templates.

Avoid

  • saving a template before the scope has been proven
  • using unclear names like Monthly
  • expecting a template to apply outside its project