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Export Process Template at the Project Level

I could have sworn that previously I could re-report the process template changes with the project itself highlighted and then use that as a "new" template to import into the system for future projects.

In RTC 2.0.0.2 that feature appears to have been removed .. I can now only export an existing template and not the template that I made changes to at the project level.

Does any body know if it was removed or enabled elsewhere ?

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3 answers

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Here are the steps to exporting the process of a pre-configured project area:

1. Right click the project area and choose "Create Process Template". Give the template some valid name and Process ID (Feel free to also update the Summary). NOTE: You cannot change the repository it selects.

2. Once created, the template will show under "Process Templates" (If this view is not visible, right click the repository connection, choose "Administer->Process Templates".)

3. From the "Process Templates" view, right click the newly created template and choose "Export" (to either a directory or a zip file).

NOTE: All new projects in this repository will already have this template and you can use it to create new projects. The template would need to be exported only for other repositories.

I hope that helps.

Thanks.

1 vote


Permanent link
Here are the steps to exporting the process of a pre-configured project area:

1. Right click the project area and choose "Create Process Template". Give the template some valid name and Process ID (Feel free to also update the Summary). NOTE: You cannot change the repository it selects.

2. Once created, the template will show under "Process Templates" (If this view is not visible, right click the repository connection, choose "Administer->Process Templates".)

3. From the "Process Templates" view, right click the newly created template and choose "Export" (to either a directory or a zip file).

NOTE: All new projects in this repository will already have this template and you can use it to create new projects. The template would need to be exported only for other repositories.

I hope that helps.

Thanks.



Thank you ... it didn't used to work that way, but thats ok as long as I can still get to it .. thanks again

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Glad to know I was of help. Thanks.

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Question asked: Jun 28 '10, 3:44 p.m.

Question was seen: 6,819 times

Last updated: Jun 28 '10, 3:44 p.m.

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