Audience
Super users of SiteRise.
Accessing the SiteRise Admin Environment
To access the Admin Environment, add /admin to the end of your SiteRise URL:
companyname.siterise.app/admin
Template Management
To make changes to your existing template(s), follow these steps:
Navigate to "Module Configuration".
Click on "Project Deliverables"
Scroll down and select View next to "Templates".
Choose the template that needs revisions and select View Detail on the right.
A panel for the template will appear on the right-hand side of the screen. Select Edit to make changes.
You can adjust each deliverable with the following options under the arrow menu:
Duration
Phase
Dependency
Offset (timing from the dependency)
Toggle Approval Needed (on/off)
Remove/Delete
To reorder deliverables, hover on the left side of the arrow (the cursor will switch to a hand) and reposition them as needed.
Save your changes once completed.
For major changes, consider renaming the template (e.g., "Revised" or "Revision 2").
Unless there is a specific reason, deactivate the previous template to avoid confusion.