Managing global configuration process templates

You can create, edit, delete, export, and import process templates from the project administration Templates page. You can use the export and import capabilities to copy a process template to another Jazz repository.

Before you begin

To create and manage process templates, you must have the following combination of permissions and roles:

• JazzAdmins repository permissions
• The Administrator role in the project

To view your repository permissions and client access license, open a project. In the user interface banner, at the top right, open the User Profile menu and click View My Profile and Licenses. To view your project role, from the Administration menu , click Manage This Project Area.

• If you need a process template, see Creating global configuration process templates.
• Edit, delete, or export a process template.
  1. Open a project, click the Administration menu and select Manage Templates.
  2. Focus on Default Process. Move the cursor to the Actions column at the end of the entry and select one of the following options.
     • Click Edit to make the table modifiable and change the template name and description.
     • Click Edit Process Description to add or change a process description. For detailed information, see Managing process descriptions and practices.
     • Click Delete to remove the template from the repository.
     • Click Export to save the template to your computer as a compressed template file called com.ibm.team.gc.process.default. Process templates that you download do not include comments, reviews, history, or access controls.
• Import a process template.
  1. Click Import Template.
  2. In the Import Process Template dialog box, browse to and select the compressed template file that you want to import.
  3. Click OK. When the import is complete, the imported template is displayed in the template list.