Applying Template Customization to Linked Projects

You can apply template customization to projects linked to the template. This applies the following customization: groups and permissions, module access, project entities, project requirement types, project lists, PPT, report templates, and workflow. When you apply template customization, the applied customization is set to read-only in the linked projects and cannot be edited.


  • When a new project is created based on a template and linked to the template, you must apply template customization in order to set the template customization as read-only in the linked project. For details on creating a project based on a template, see Creating Projects.

  • The option for setting a report template as default is not applied to linked projects and can be set by a project administrator in the linked project.

Before you can apply template customization, you must verify the customization. For details, see Verifying Cross Project Customization. Verification must complete successfully before ALM can apply template customization to a linked project.

To apply template customization to linked projects:

  1. In the Project Customization window, in the left pane, click Cross Project Customization. The Cross Project Customization - Linked Projects page opens.

  2. Select a project from the grid, or press the Ctrl key and select multiple projects. To display only those projects that are activated, select Show only active projects.

  3. Click Apply Customization. If the project administrator of any of the selected projects has requested not to apply template customization changes, a warning is displayed. Click OK to apply template customization to all selected projects.

    The Apply Customization Initialization dialog box opens.

  4. Select Send mail notification to project administrators to instruct ALM to notify project administrators after the process completes.

  5. Click OK. The Apply Customization dialog box opens and displays progress.

  6. To cancel the process for projects that ALM did not yet update, click Stop. ALM completes the update to the current project and cancels the update to the remaining projects.

  7. When the process completes, click Close to close the Apply Customization dialog box.

  8. Under Last Applied Customization, click the Applied Customization Report link to view details of applied template customization. For details, see The Cross Project Customization Report.