Creating projects from templates
You can use an existing project as a template to create a new project. Settings from the existing project are copied to the new project. This is helpful if you need to create similar projects using the same configuration, but want to manage items separately.
Issues, requirements, requirement documents, test cases, manual test runs, automation suites, workbook tasks, and item-related data are not copied to the new project. See Data not copied to new projects.
1. Click Projects.
The
2. Select the project to use as a template.
3. Click Create
The Create Project from Template dialog box opens.
4. Enter a Project name. The name is displayed when users log in to Helix ALM.
5. Select a Project type.
6. Specify additional project information.
- If you are creating a Helix ALM native project, see Creating native projects.
- If you are creating an RDBMS project, see Creating RDBMS projects.
7. Click OK to create the project.
Data not copied to new projects
Issues, requirements, requirement documents, test cases, manual test runs, automation suites, and workbook tasks are not copied to new projects created from templates. The following item-related data is also not copied.
- Audit log
- Custom field values set in items
- Emails and recipients
- File attachments
- Historical change information for items and folders
- Hyperlinks
- Issue reported by records
- Items in folders
- Links between items and link history
- Parent-to-child item associations in task boards
- Source control file attachments
- Surround SCM changelist information
- Workflow events added to items