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question asked: Dec 27 '12, 4:30 a.m.
question was seen: 8,041 times
last updated: Jul 30 '13, 6:38 p.m.

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How can i create custom plan views in RTC processtemplate

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Prasad Annamdasu (154●5●36●43) | asked Dec 27 '12, 4:30 a.m.
 Hi, 

How can i create custom plan views in RTC template

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Clement Liu (1.5k●5●42●49) | answered Dec 28 '12, 3:10 p.m.
1. First, find and promote your saved view in your project



2. Add the promoted view to your Plan type, which will make the view available when a new plan is created of such type
Prasad Annamdasu selected this answer as the correct answer
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Prasad Annamdasu commented Dec 28 '12, 3:15 p.m.

Thank you Clement for your quick response. 

Prasad Annamdasu commented Jan 02 '13, 3:32 a.m.

Hi, 



Any help ?

 

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Clement Liu (1.5k●5●42●49) | answered Dec 28 '12, 1:52 p.m.
What is the version of your RTC? 
Comments
Prasad Annamdasu commented Dec 28 '12, 1:55 p.m.

Hi, 


I am using version 4.0.0.1 

Clement Liu commented Dec 28 '12, 2:06 p.m.

Can you elaborate on your requirements of custom plan views? I need more info. to be able to point you to the right direction. Thanks. 

Prasad Annamdasu commented Dec 28 '12, 2:56 p.m.

 Hi, 


In the default plan view i want add an additional columns like Filed Against.
When i save this changes it remains in the same project. 
But i want this for every project created using a specific template. Instead of adding this column for every project how can i incorporate this into a default plan view of a process template.

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Daniel Pool (264●4) | answered Jul 30 '13, 6:38 p.m.
JAZZ DEVELOPER
Prasad,

You are not able to promote plans with display type of Kanban or Tree due to a known issue.

Remove restriction on promote views (212967)

We are hoping to address this in an upcoming release.

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