Adding a default report

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
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.

Thanks!

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

I'll give it a try. Thanks!