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What is contained in RTC project template?

Marko Tomljenovic (31646109) | asked Jan 31 '14, 3:36 a.m.
retagged Feb 04 '14, 10:32 a.m. by Dejan Custic (2855)
we are currently using RTC 4.0.5.

We would like to use project templates to manage our different processes (by creating a master project out of it and then sharing its process). What we do not know right now is that if I create a template out of an existing project what information,data is contained in the project template and what is left of that when I create a project out of the template?

Is it only the process configuration? What about the custom pics, timelines, iterations, ...?

3 answers

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Adam Wereszczynski (92811932) | answered Jan 31 '14, 3:43 a.m.
Hi Marko,

What is saved:
- Workflow
- Work item types
- Custom attributes
- Calculated values with scripts
- Process roles
- Plan view customizations
- Preconditions and follow-up actions
Basically everything that can be set up in "Process Configuration" tab.

What is not saved
- Categories
- Team Areas
- Iterations / releases
- SCM content (streams, repository workspaces)
- work item queries

However, you can define certain actions to automatically create iterations, streams etc. during project initialization.

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Eric Jodet (6.3k5111120) | answered Jan 31 '14, 3:45 a.m.
 Hello Marko,
you may want to start here


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Marko Tomljenovic (31646109) | answered Jan 31 '14, 5:00 a.m.
Is it really correct that WI queries and iterations are not stored?
In the documentation following the above link it says something different (related to iterations).
And if I create a project using the SCRUM template there are a lot of queries. Or are you talking about "non-default" queries.

Eric Jodet commented Jan 31 '14, 5:52 a.m.

 Hello Marko,

you need to differentiate Project Area and Process Template.

Common scenario is:
- I start from scratch creating a new PA from SCRUM OOTB Template 
- I create some queries
- I customize some stuff - reports, work item, etc...
- I add some predefined queries 
- at some point, I extract a new Process Template from this customized PA

Refer to

Also open any process template in the RTC Eclipse Client,
and look at Project Area Initialization section, where you can create default Team Areas, Work Items Categories, ...

Hope it helps,

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