Creating templates for requirements projects or components
You can create a project or component template, and select the elements to include in it. When configuration management is not enabled, you create templates for a project. When configuration management is enabled, you create templates for a component. You can include or exclude artifacts, artifact templates, artifact types and attributes, links between artifacts, link types, folder structure, tags, and shared saved filters. After you create templates, you cannot modify them.
Before you begin
- JazzAdmins repository permissions
- An Analyst client access license
- The Administrator role in the project
About this task
To create a template, open an existing project or component and complete these steps:
Click the Administration menu and click Manage Project Properties.
If you have configuration management enabled for your project, on the Administration menu, click Manage Component Properties.
- On the project administration page, click the Templates tab.
From the list on the left, select Project Templates.
If you have configuration management enabled for your project, on the Administration menu, click Component Templates.
- Click New Template.
In the Create Template window, specify the name, description, and the
items to include in the template, and then click OK.
Some items in the list have dependencies on other items; therefore, some items are selected by default when you select others.
What to do next
The default size limit for templates is approximately 10,000 artifacts, although this value varies by product version. If you have several thousand artifacts, you can override the default size limit.