You can delete, download, modify, and upload templates for requirements projects or
components. When configuration management is not enabled, you manage templates for projects. When
configuration management is enabled, you manage templates for components. You use the download and
upload capabilities to copy a template to another Jazz repository.
Before you begin
To delete, modify, or upload a template, you must have the following prerequisites:
- An Analyst client access license
- JazzAdmins repository permissions
To view your repository permissions and client access license, open a project. In the
upper-right corner, 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 complete this task, you must be
in a project or component, or dashboard.Important: You cannot use a template as a
backup because the artifact history, comments, reviews, and access controls are not preserved.
Templates do not preserve the links that are outside of the artifacts.
About this task
The following procedure is for managing project templates. The process for managing
component templates is similar, but the names and labels are specific to components. In projects
enabled for configurations, you manage component templates.
Procedure
-
To edit, delete, or download a project template by using the web client:
-
Open a project, click the Administration menu
, and select Manage Project Properties.
Note: If configuration management is enabled for your project, on the
Administration menu, click Manage Component
Properties.
-
On the project administration page, click the Templates tab.
-
In the Templates list, click Project
Templates.
-
Select a template in the list, click the Edit menu
to the right of the entry, and select one of the following options:
- Click Edit to open the Manage Template window where you can change the
template name and description.
- Click Delete to remove the template from the repository.
- Click Download to save the template to your computer as a template
archive file. Templates that you download do not include comments, reviews, history, or access
controls.
-
To upload a template:

Important: Project templates from a different DOORS® Next version
are not supported.
-
Click Upload Template.
-
In the Upload Project Template window, browse to and select the template
archive file to upload.
-
Click Upload. After the upload is complete, click
Close.
The uploaded template is displayed in the template list.