Apply template customization

This topic describes how to apply customizations of a template project to projects that are linked with the template.


As the needs of your organization change over time, you may want to update the settings of your template project and apply the settings to multiple linked projects.

If you update a template project in ALM Desktop Client, you can apply template customizations to linked projects in ALM Desktop Client.

If you update a template project in Web Client, you first apply template customizations in ALM Desktop Client in case there is any template customization done in ALM Desktop Client, and then apply template customizations in Web Client.

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Before applying template settings in Web Client, make sure the following requirements are met:

  • You have the Set Up Cross Project Customization permission.

    Users of the TDAdmin user group are by default granted this permission.

  • You already applied the template settings to linked projects from ALM Desktop Client. For details, see Cross project customization.

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Apply template customization in Web Client

Apply changes to a template projects that are done in Web Client to linked projects.

To apply template customization in Web Client:

  1. Log on to Web Client. Make sure to select a template project.

    For more log on details, see Open Web Client.

  2. Customize the template project in Web Client by customizing project workflows. For details, see Customize workflow.

  3. In Web Client, apply template customization to linked projects.

    1. In the top right corner of Web Client, click Settings > Apply Template.

      The Apply Template Settings window opens, listing all projects that have Web Client enabled.

    2. In the Apply Template Settings window, select the linked projects that you want to apply template settings to.

      Show active only. Click this button to exclude inactive projects.

      Select by Importing. Enables you to select the target linked projects by importing a .txt file. To understand the supported format, select a linked project, click Export Selected, and see how the exported file is formatted.

      Export Selected. Enables you to export the selected linked project list to a .txt file.

    3. Click Apply.

      The progress bar appears, displaying the number of failed and successful projects.

    4. If you want to re-apply customization to failed projects, do the following:

      1. Click the red part of the progress bar to see the failure details.
      2. Click the download icon to export the failed projects.
      3. Fix the failures.
      4. Re-apply template customization to these projects by using the Select by Importing button.

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