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, link validity, folder structure, tags, and shared saved filters. After you create templates, you cannot modify them.

Before you begin

To create requirements templates, you must have an Analyst client access license. You must also have at least one of the following prerequisites:

• JazzAdmins repository permissions
• The Administrator role in the project

Important: Applying project templates from a version n of DOORS Next to a n-1 is not supported. For example, you cannot apply a project template from 7.x version to 6.x version for creating project areas.

To view your repository permissions and client access license, open a project. From the User Profile menu , click View My Profile and Licenses. To view your project role, from the Administration menu , click Manage This Project Area.

To create a template, open an existing project or component and complete these steps:

1. Click the Administration menu and click Manage Project Properties.
   If configuration management is enabled for your project, on the Administration menu, click Manage Component Properties.
2. On the project administration page, click the Templates tab.
3. From the list on the left, select Project Templates.
   If configuration management is enabled for your project, on the Administration menu, click Component Templates.
4. Click New Template.
5. 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.
   Note: You can include link validity settings as a part of templates. If you include the link validity settings in the template, the settings from the original project area are applied when the template is used for creating projects or components.