Understanding the Project Customization Window

As an ALM project administrator, you can customize a project to meet the specific requirements of your organization in the Project Customization window.

For important considerations when making changes to project customization, see Saving Customization Changes.

The Project Customization window contains the following links:

Note: If you are working in a template project, some links are displayed with (Shared) after the name. This indicates that the customization on that page is applied to linked projects. For details, see Cross Project Customization.



User Properties

All users can use this option to change their user properties and password. For details, refer to the Micro Focus Application Lifecycle Management User Guide: User Properties Page.

In Site Administration, a site administrator can override and change a user's properties and password from the Site Users tab. For details, see Updating User Details, and Creating and Changing Passwords. A project administrator cannot change a user's properties from Project Customization, unless the ALLOW_UPDATE_USER_PROPERTIES_FROM_CUSTOMIZATION parameter is set to Y.

Project Users

You can add and remove users from an ALM project. You can also assign users to user groups to restrict user access privileges. For details, see Managing Users in a Project.

Note: You create ALM users and define user properties from Site Administration. For details, see Managing ALM Users.

Groups and Permissions You can assign privileges to user groups by specifying permission settings. This includes specifying transition rules and hiding data. For details, see Managing User Groups and Permissions.
Module Access You can control the modules that each user group can access. By preventing users from accessing unnecessary modules, you can better utilize your ALM licenses. For details, see Customizing Module Access for User Groups.
Project Entities You can customize your ALM project to suit your environment. A project can contain system fields and user-defined fields. System fields can be modified. User-defined fields can be added, modified, and deleted. For details, see Customizing Project Entities.
Requirement Types

You can add requirement types to your ALM project and define which fields are available and which fields are required for each requirement type. For details, see Customizing Project Requirement Types.

Risk-Based Quality Management

You can customize criteria and criterion values for risk-based testing, and customize default testing efforts and testing levels. For details, see Customizing Risk-Based Quality Management

Project Lists You can add customized field lists to a project. A field list contains values that the user can enter in system fields or user-defined fields. For details, see Customizing Project Lists.
Automail You can set up automatic mail notification rules to inform users via email about defect repair activity. For details, see Configuring Automail.
Alert Rules You can activate alert rules for your project. This instructs ALM to create alerts and send email when changes occur in the project. For details, see Activating Alert Rules.

You can generate scripts to perform commonly needed customizations on the fields of the Defects module dialog boxes. For details, see Generating Workflow Scripts.

In addition, you can write scripts to customize dialog boxes in any module, and to control the actions that users can perform. For details, see Workflow Customization at a Glance.

Project Planning and Tracking

You can create and customize the project planning and tracking (PPT) KPIs. For details, see Customizing Project Planning and Tracking KPIs.

ALM Editions: The Project Planning and Tracking link in Project Customization is available for ALM Edition. For more information about ALM editions and their functionality, see the Micro Focus Application Lifecycle Management User Guide: ALM Editions.

Project Report Templates You can create and customize report templates that project users can assign to template based reports. For details, see Project Report Templates.
Business Process Testing You can configure Business Process Testing and BPT Packaged Apps Kit. For details, see Configuring Business Process Testing.
Business Views You can create business views which can be used as a basis for creating reports in the Analysis View module. For details, see Business Views.

You can configure settings for working with Sprinter for manual testing in ALM. For details, see Configuring Sprinter.

ALM Editions: The Sprinter link in Project Customization is not available for LoadRunner Enterprise. For more information about ALM editions and their functionality, see the Micro Focus Application Lifecycle Management User Guide: ALM Editions.

IDE Connector Customizer

You can perform the necessary customizations to work with Application Lifecycle Intelligence.

Note: This link is available only if you enable the ALM Dev Extension. For more details on enabling extensions, see Enabling Extensions for a Project. For more details on IDE Connector Customizer, see Marketplace.

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