Guidance material provides information on HOW to perform processes. It can come in different formats such as templates, checklists, training, tools, or practices.

Associate the formats to the element types best-suited for that type. For example, practices typically explain how to perform an activity; templates usually pertain to work products.

Because the list of guidance material can grow overtime, use folders to organize the material and make it easier to find. For example, you could place all templates under a folder called Templates, and even further organize using sub-folders for different process areas such as 'Program Management', 'System Requirements' and so on. Use your organization's standard practice, ease of navigation, as well as process architecture to determine folder structure and naming conventions.

To create a new guidance material, navigate to Process and click or tap on Guidance. Next click on the three dots or plus sign and select the relevant guidance material type (Practice, Tool, Training, Metric, Template, Checklist, Arbitrary File) (1) .

When defining larger processes, you can organize the guidance material in folders for better readability. Create a folder by selecting Add Folder option (2) . You can then create new guidance material in the folder; or move existing guidance material and Paste it in the folder of your choice.

Once you have created a guidance element, you can add a file to it. Drag and drop a file onto the Files widget or click Add to upload a file, add a URL, or link to an existing file. You can configure Stages to store guidance files in the Stages repository or in an integrated CM repository.

Guidance can be used as container to specify type of Guidance (E.g. Template Project Plan) in a standard process. The projects that are instantiated using the standard processes can then contain the actual project specific files or URL.

Link guidance to other process elements from the Guidance element's Used In widget (1), or from the process element's Guidance widget (2).

In the example below, the work product has associations to Template and Checklist guidance elements.