Managing templates for requirements projects or components

You can edit, delete, download, and upload templates for requirements projects or components. When configuration management is not enabled, you manage templates for projects. When configuration management is enabled, you manage templates for components. You use the download and upload capabilities to copy a template to another Jazz repository.

Before you begin

To edit, delete, download or upload a template, 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. To complete this task, you must be in a project or component, or dashboard.
Important: You cannot use a template as a backup because the artifact history, comments, reviews, and access controls are not preserved. Templates do not preserve the links that are outside of the artifacts.

About this task

The following procedure is for managing project templates. The process for managing component templates is similar, but the names and labels are specific to components. In projects enabled for configurations, you manage component templates.