Creating a New Report Template

You can create a new report template, and make it available for users to assign to project reports.

To create a new report template:

  1. In Project Customization, in the left pane, click Project Report Templates. The Project Report Template page opens.

  2. In the templates tree, select a template type or category of the template you want to create.

  3. Click the downward arrow on the Template Creator button, and select one of the following:

    • Create From Default Style Template. Creates a template file using the default style template. This is the default option if you click the button.

    • Create From Style Template. Creates a template file using a selected style template.

  4. Design a new template file in Microsoft Word using the Template Creator tab. For details on designing template files, see Designing Report Templates.

  5. Save and close the file.

  6. In Project Customization, in the left pane, click Project Report Templates, and select a template category.

  7. Click Add Template, and select the template file that you created. The following fields are displayed for the project report template:

    8. UI Elements

    Description

    Name

    The name of the project report template.

    Last Modified By

    The name of the ALM user who last made changes to the project report template.

    File Modified Date

    The date and time on which changes were last made to the project report template.

    Type

    Indicates whether the project report template is a full page or tabular template.

    Full Page. Defines the layout of ALM entity records on a page.

    Tabular. Defines the layout of ALM entity records in a table.

  8. To set the new template as the default template for the category, select Default <Category> Report Template. When a user adds a section to a report, the default project template for the entity is initially selected.