Template Properties tab

For all objects, the template Properties tab contains the following properties for you to set. Additional properties display on this tab for projects.

Properties for all templates

Property

Description

Name

The display name for the template, used in the Templates list page.

Description

Short description of the template. Displays on the template selection page when users add a process or marketing object.

Icon

Large and small icon images for the template. The large icon displays when users create an instance based on this template. The small icon displays next to the template name in the Templates list page. Click Change Icon to import different image files.

Security Policies

List of security policies that determine which users have access to the template.

Different fields display for project templates.

Template ID

Internal name for the template. Avoid spaces and special characters.

For plan and invoice templates, this field is display-only. There is only one template for plans and one for invoices; their IDs cannot be changed.

Template IDs must be unique across object type. For example, you cannot have two project templates, both having an identical ID, such as tradeshow. If you have two trade show project templates, use a different ID for each one, such as tradeshow01 and tradeshow02.

Additionally, after you use a template ID, you cannot use it again, even if you delete it.

You can only edit this field until a user creates the first object instance based on this template.

Default Name

The default name given to an object instance (such as a program, asset, or marketing object) created from this template. For auto-created marketing objects, this name is part of the unique name generated when the system auto-creates the marketing object.

You can leave this field blank.

ID Prefix

Prefix for the external ID of the object. Each plan, program, project, or marketing object in Operações de Marketing has an external ID assigned to it. For example, the ID for the first project might be 1001.

You can set the ID prefix by template, to easily determine the template on which an object is based. For example, you choose an ID Prefix of TRS for the Tradeshow project template. The first tradeshow project you create would then have an ID of TRS1001.

ID Generation Class

Java™ class to specify a numbering algorithm for objects. By default, Operações de Marketing assigns a sequential number to each object (plan, program, or project).

However, you can configure Operações de Marketing to use an algorithm defined by you to set the external ID. If you choose to do this, the ID Generation Class specifies the Java™ class used to generate the code. You must edit this attribute only if you want to generate IDs according to an algorithm other than the default.

Metrics

For processes (projects, programs, and plans), the metrics template used for the object. You can select any metrics template available in the pull-down list.

To support data migration of an individual template, click Export Template at the top of this tab. See To export a single template.

In addition to the properties that apply to all templates, templates for projects contain the following properties.

Properties for project templates

Property

Description

Security Policy Use Model

Determines the way a "use" security policy is determined when a project request becomes a project. When the value of this field is User Security Policy, the Use Security Policy field on this tab is disabled. The person creating the project or request from this template specifies the "use" security policy when creating the item. When the value of this field is Template Security Policy, the Use Security Policy field on this tab is enabled and the template developer selects the "use" policy.

View Security Policies

Specifies the security policy that determines which users can select this template when they create a project or request.

Use Security Policy

Specifies the security policy that determines which users can access the projects or requests after they are created.

Project Health Status Rule

Selects a rule for calculating project health. For more information about rules, see Implementing project health rules.

Export Tab

Select the project tab to export when you export the Calendar. You can choose either the Summary tab or any custom tab.

When you export the Calendar, a link to the tab and the data for the tab are included with the exported calendar data. This allows you to navigate into each exported project to view some of its data.

Enable Automatic Addition of Delegate to the People tab

When a user is out of the office, a delegate can be specified to cover tasks, approvals, and requests. Used to override the system-wide setting at the project template level.

If set to yes, the system automatically adds the delegate as a project team member if necessary when a task, approval, or request is assigned to the delegate.

If set to no, users can only select a delegate who is currently a team member for all of the same projects.

For information about the system-wide setting, see Administrative settings. For information about the out of office feature, see the IBM® Operações de Marketing User’s Guide.

To export a single template