Project Tracker Help
- Introduction to Project Tracker
- Managing artifacts
  - Overview
  - Using XML Import/Export
  - Entering Artifacts
  - Using templates
    - Creating templates
    - Using templates
  - Using scripts to run queries and reports
  - Modifying artifacts
- Searching for artifacts
- Reports
- Project Tracker guidelines
- FAQ
- Glossary

Artifact entry templates

You may find that you often enter the same values for attributes for similar artifacts. Templates allow you to save a set of values for quick access and use while creating artifacts. Templates store descriptive dataset that can be used to populate values in future artifacts. Templates use the same attributes as are available for entering an artifact.

For instance, a user, jdoe, is responsible for creating and implementing test plans for all functionality on the UNIX operating system. Since jdoe will be entering the same values for each artifact relating to test plans, jdoe can define a template with those common values. When creating artifacts, jdoe can use the template to populate the common data points. Fields populated using a template can be edited in the Enter New form.

Templates can be available on a global or individual basis. Personal templates can be made by any user and are available only to the creator. Global templates require permission to create. Users without the create permission can suggest new templates to the domain administrator. The administrator is responsible for reviewing all suggested templates and approving those that have global use.

If you have saved templates, they will appear in the Templates dropdown box on the Enter artifacts tab.

If you do not have any templates saved for an artifact type, you will see a Manage templates link on the link under your artifact type. On the artifact entry screen. Clicking this link will take you to the Template list where you can manage your existing templates or create new ones. If you already have saved one or more templates for an artifact type, on the artifact entry screen, you will see the Templates drop down box where you can choose a template and a Veiw all of my templates link that will take you to the Template list where all of your templates for the current artifact type are displayed. You can use this list to manage or create new templates for the current artifact type.

Creating templates

From the Template list screen click theCreate New button.
Enter values into the Template details section. The name of your template should be short and descriptive. For instance, to create a template to enter defects affecting performance, you could name it "Performance" and use the description field to detail the types of performance artifacts this template covers.
Select the level of availability for the template. Selecting personal will render the template available to the creator only. To make the template available globally you must have the permission to do so and/or go through an approval process (see Approvals).
Enter appropriate values in the Template Attributes section. Attributes appearing in this section are the same as appear in the screen=screen Enter new artifact screen.
Click the Save button to save your template.

Using templates

To use the template, on the Enter artifacts tab, select the template you wish to use from the Templates column. This will take you to the artifact entry screen. The attribute values defined in the template will be populated for you.

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