Add a project template configuration item

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add a project template configuration item to include in a template.

    Before you begin

    Role required: it_pps_admin

    Procedure

    1. Navigate to All > Project Administration > Settings > Template Config.
    2. Select New.
    3. Fill in the fields on the Project Template Configuration form.
      For more information, see Project template configuration form.
    4. Select Submit.
      For example, to add a requirement object to the project template configuration, fill in the fields as follows:
      • Table: Requirement [dmn_requirement]
      • Parent table: Project [pm_project]
      • Link element: Parent
      • Active: Enable this check box
      • Elements: short_description, description, priority, type, state