Customizing a Template

Prerequisites

• Only Scrum projects support custom templates.
• You have a tenant account or an Identity and Access Management (IAM) user account with ProjectMan ConfigOperations permissions.

Accessing a Custom Template

View the existing custom project templates on the All Account Settings page.

1. Hover over the account name in the upper right corner and click All Account Settings.
2. Choose CodeArts Req > Project Templates.

Editing a Project Template

On the Settings > Project Settings page, after you click Save as Template, all settings on this page will be displayed in the project template list. You can modify the templates when necessary.

1. Choose All Account Settings > CodeArts Req > Project Templates.
2. Expand the default Scrum project template.

   The existing templates are shown.

   

3. Click in the target row to enter the Fields and Templates page.
4. Click Edit Template to edit the template and save it.

Creating a Project Template

You can customize project templates as required.

1. Choose All Account Settings > CodeArts Req > Project Templates, and click in the row that contains the default template.
2. Set the Template Name and Description in the Inherit Template window.
3. Click OK.
   NOTE:

   You can create a project based on the edited or created template.

   1. Click in the target row that contains the template.

      

   2. Click Create Project.
   3. On the displayed page, choose a template to create a Scrum project.
   4. Configure project parameters and click OK.

Replicating a Project Template

You can quickly create a template by replicating an existing template.

1. Choose All Account Settings > CodeArts Req > Project Templates, and click in the row that contains the target template.
2. Choose Replicate Template.

   

Deleting a Project Template

You can delete unnecessary templates.

1. Choose All Account Settings > CodeArts Req > Project Templates, and click in the row that contains the target template.
2. Choose Delete Template.
   NOTE:

   • Deleted project templates cannot be recovered. Exercise caution when performing this operation.
   • You can delete multiple templates by repeating this operation.