Using project templates

Learn about the available project templates that serve as starting points for building projects.

What are project templates?

Project templates are pre-built projects that serve as starting points for building projects. As every project is different, additional customization may be required.

Depending on the workflow, the following items and relationships are included in project templates:

Workflow Items Relationships
Workplan
  • Objectives
  • Risks
  • Procedures
  • Execute Procedures
  • Objectives contain Risks and Procedures
  • Risks and Procedures are associated
  • Procedures and Execute Procedures are associated
Internal Control
  • Objectives
  • Risks
  • Controls
  • Test Plan
  • Walkthroughs
  • Testing
  • Objectives contain Risks and Controls
  • Risks and Controls are associated
  • Controls and Test Plans are associated
  • Test Plans are associated with Walkthroughs and Testing

Note

  • Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
  • If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.

Available project templates

The following table describes the project templates available in the Projects app.

Workflow Project Type Project template name Description

Internal Control

Sarbanes-Oxley Review Templates

Sarbanes-Oxley (SOX) Audit Template (COSO 2013 Framework)

A project template for a Sarbanes-Oxley (SOX) compliance audit using the COSO 2013 framework.

IT General Controls Review (SOX Context)

A project template for a review of IT General Controls in a SOX context.

Internal Audit (Financial & Internal Control) Templates

Sales Commissions Audit

A project template that includes an audit program for an internal and external sales rep review.

Anti Bribery and Corruption Internal Control Framework

A project template that provides guidance on how to implement preventative and detective controls in your organization to mitigate the process-level risks related to anti-bribery and anti-corruption.

IT General Controls Review (IA Context)

A project template for a review of IT General Controls in a SOX or internal audit context.

SOC/SSAE 16/ISAE 3402 Audit Templates

SOC Audit - Technology Service Organization

A project template for a SOC/SAS70/SSAE16 service auditor examination for service organizations in the IT services, software, or related technology industries.
Workplan Internal Audit (Operational) Templates

Travel & Entertainment Audit (Analytics Instructed)

A project template that includes an analytics-enabled audit program of the Travel & Entertainment Cycle.

Order to Cash Audit (Analytics Instructed)

A project template that includes an analytics-enabled audit program of the Order to Cash Cycle.

Purchase Card Audit (Analytics Instructed)

A project template that includes an analytics-enabled audit program of the Purchase Card (P-Card) Cycle.

Payroll Audit (Analytics Instructed)

A project template including an analytics-enabled audit program of the Payroll Cycle.

Purchase to Payment Audit (Analytics Instructed)

A project template that includes analytic tests to help you uncover critical control exposures within requisitions, purchasing, receiving, payables, and payments.

Compliance Investigation/Examination Template

FCPA Compliance Investigation

A project template intended to provide you with insight on testing FCPA compliance.

Note

The FCPA is complex, and this project template should not be construed as legal advice on the part of Diligent. You are cautioned to obtain independent, qualified legal and accounting advice regarding the FCPA if you have specific FCPA questions or concerns.
Operational Risk Assessment Templates Operational Risk Assessment

A project template for assessing your organization's process-level risks and controls. Risks can be scored on a set of factors which can be further configured.

Note

Included objectives in this operational risk assessment are for illustrative purposes only and are not comprehensive nor complete.
Pandemic Risk & Response Management Templates Pandemic Risk & Response Management A project template used for managing and executing your organization's pandemic response plan.
Training Templates Latex Facility Security Review A fictitious physical security audit used in Academy training courses.

Permissions

Project Admins, Project Creators, and Professional Managers can create projects from project templates.

Create a project from a project template

Tip

You can create a project from a project template as part of the assurance plan setup process. For more information, see Overview of Assurance Plans.

Note

Rich text fields cannot exceed 524,288 characters.

  1. From the Launchpad home page (www.highbond.com), select the Projects app to open it.

    If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.

    The Projects home page opens.

  2. Select New > New Project from Template.
  3. Click Use Template next to the template you want to create your new project from.

    The Project Rollforward form opens.

  4. In the Project Rollforward form, modify the default values in any of the following fields, and click Rollforward.

    Result The new project is created.

    FieldDescription
    New Name

    Enter a descriptive name for the project.

    The maximum length is 120 characters.

    New Description

    optional

    		Specify any additional general information you want to record about the project.
    Project Type

    Select the appropriate project type from the dropdown list.

    The labels and terminology used in Projects are dependent upon the project type that you select. For more information, see Workflows and project types.

    Status

    Select the appropriate status to classify the project for workflow management or reporting purposes.

    For more information, see Configuring project statuses.

    Fieldwork Start DateSelect the date your project is scheduled to begin.
    Target CompletionSelect the date your project is scheduled to be completed.

    Budgeted Hours

    optional

    		Specify the total number of hours that have been allocated for the project.