Adding a default report
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How do I add a report to the list of reports created when a project is created? I have a report that ALL projects will use, and I want to avoid the extra work of adding it as a shared report everytime a project is created.
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On 2/25/2010 12:08 PM, tmckemy wrote:
How do I add a report to the list of reports created when a project is Edit your process template. In the process template editor, click on the "Process Configuration" tab, then expand "Project Configuration" and select "Project Area Initialization". If there's already a server followup action for "Setup project for reports", select that. Otherwise add one. Add any report templates you want. Save the process template. Now any project areas created from that template will have that list of report templates deployed. Note that if you specify a "Folder" attribute for a report template, we will create a Shared Reports folder with that name and instantiate a report in that folder pointing to the template. Also note existing project areas are unaffected by changes to the process template. Hope this helps. james RTC Reports Team Lead |
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