Updating Linked Template Details

If you are working with a project that is linked to a template project, you can view details about the project and about the template project from the Linked Template page. You can view details about template customization applied to the project, send email to the template administrator, check for conflicts between customization in the project and customization in the template project, or make a request to block template customization updates.

For a more detailed explanation of cross project customization, see Cross Project Customization Overview.

To update linked template details:

  1. Log into ALM using a project that is linked to a template.

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

  3. Under Project Status, view the following status information:

    • Updated. Customization in the template project is applied to the project.

    • Not Updated. Changes made to customization in the template project have not been applied to the project.

  4. Select Request suspension of Apply Customization to make a request to block template customization updates. The request is displayed in the template project, and the template administrator can choose to exclude the project from template customization updates.

  5. Click Add Comment to add a comment to the project. The comment is displayed in the Comments box. The Comments box also displays comments made by the template administrator. The template administrator can add and view comments when reviewing linked project details in the template project.

  6. Under Template Details, view the name of the template project linked to the project, and the names of the template administrators. To send email to the project or template administrators, click the Send E-mail button .

  7. Under Last Applied Customization, view the date of the last time template customization was applied to the project. Click the Applied Customization Report link to view details. For details, see The Cross Project Customization Report.

  8. Under Last Verification, view the date of the last time customization was verified for the project. Click the Verification Report link to view details. For details, see The Cross Project Customization Report.

  9. Click the Verify button to verify cross project customization for the project. For example, if you make changes to project customization, you can run template verification to check for conflicts between customization in the project and customization in the template project.

  10. Click Details to view additional information during or after verification. When verification completes, you can click the Report link to view detailed results for the project.

  11. When verification completes, click Close to close the Verification dialog box.