Add a project template configuration item

Before you begin

Role required: it_project_manager

Procedure

  1. Navigate to Project > 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: Task
    • Active: Enable this check box
    • Elements: short_description, description, priority, type, state