Add a project template configuration item

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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. Click New.
    3. Fill in the fields on the Project Template Configuration form.
    4. Click 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