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Exporting a project template with shared queries, dashboard and planmodes

Niels Boumans (33) | asked Mar 06 '17, 11:03 a.m.

I have created a project and tailored it to our ways of working.

When I generated a template from this project, some of the elements are not included:
  • customized dashboard
  • custom queries
  • custom plans views (planmode)
It would be a lot of work to create these manually every time we create a new project.

How can I create a template which contains these elements? 
Is there a way to manually export them and add them to specification.txt ?

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Lily Wang (4.9k714) | answered Mar 06 '17, 6:39 p.m.

By default the custom dashboard, queries and plan views will not be exported into the process template. However if you add the custom queries to the "Project Configuration > Configuration Data > Work Items > Predefined query" from the project area's process configuration, it can be included.
Similarly for dashboard, you can follow the document
For plan view, follow the answer in post

Niels Boumans selected this answer as the correct answer

Niels Boumans commented Mar 07 '17, 3:02 a.m. | edited Mar 07 '17, 3:02 a.m.

Something seems wrong with my eclipse client. 

When I open a project or project template, the "Process Configuration" or "Process Configuration Source" tabs remain empty.

I am using:
Rational Team Concert: 6.0.3
Build id: RTC-CLIENT-I20161103-1715

Niels Boumans commented Mar 07 '17, 4:24 a.m.

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