Creating templates for requirements projects or components

You can create a project or component template, and select the elements to include in it. When configuration management is not enabled, you create templates for a project. When configuration management is enabled, you create templates for a component. You can include or exclude artifacts, artifact templates, artifact types and attributes, links between artifacts, link types, folder structure, tags, and shared saved filters. After you create templates, you cannot modify them.

Before you begin

To create and manage requirements templates, you must have this combination of permissions, licenses, and roles:
  • JazzAdmins repository permissions
  • An Analyst client access license
  • The Administrator role in the project
To view your repository permissions and client access license, open a project. In the upper-right corner, from the User Profile menu User profile menu item, click View My Profile and Licenses. To view your project role, from the Administration menu Administration menu item, click Manage This Project Area.

About this task

To create templates, you open an existing project or component and create the template.

Procedure

To create a template, open an existing project or component and complete these steps:

  1. Click the Administration menu Administration menu item and click Manage Project Properties. If you have configuration management enabled for your project, on the Administration menu, click Manage Component Properties.
  2. On the project administration page, click the Templates tab.
  3. From the list on the left, select Project Templates. If you have configuration management enabled for your project, on the Administration menu, click Component Templates.
  4. Click New Template.
  5. In the Create Template window, specify the name, description, and the items to include in the template, and then click OK. Some items in the list have dependencies on other items; therefore, some items are selected by default when you select others.

What to do next

The next time that you create a requirements project or component, you can select the new template from the New Project wizard. For information about how to edit, delete, download, or upload a template, see Managing requirements project templates.
Note: After you create a template, you cannot modify it. You also cannot modify any predefined templates that are provided with the application. To create a revised version of a template, create a project or component from the template, modify and save the project or component, and then create a template from it.

The default size limit for templates is approximately 10,000 artifacts, although this value varies by product version. If you have several thousand artifacts, you can override the default size limit.


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