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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add a project template configuration item

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

Parent Topic:Project template configuration

Related topics

Applying templates to projects

Project template configuration