Template tabs reference

When you create a template, the data entered on the template tabs corresponds to different tabs when you create an instance from that template. Some tabs determine behavior in the instance, but do not correlate to specific tabs.

Template and instance tab reference
Template	Instance	Notes
Properties tab	Summary tab
Attributes	Summary tab	On this tab, you can customize labels, add help-tips, and determine if fields are Standard, Required, or Hidden on the instance's Summary tab. You can also localize Summary tab fields on this tab.
Tabs	Summary tab or custom tabs	Add forms on this tab. You can add forms to the bottom of the Summary tab or add custom tabs containing forms to the instance.
Attachments	Attachments	This tab is not available on Invoice or Asset templates.
Custom Links	Summary tab or previously created custom tabs	This tab is not available on Invoice or Asset templates.
Customize Alerts	Not visible	This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance.
Budget Approval Rules	Not visible	This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance. This template tab is only applicable to Project, Program, and Invoice templates.
Project Roles	Not visible	This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance. This template tab is available only on Project templates.
Request	Not visible	This template tab determines behavior in the instance. It does not directly correspond to a tab in the instance. This template tab is available only on Project templates.
Workflow	Workflow tab	This template tab is available only on Project templates.
Campaign	Adds Implementation button ()	This template tab is available only on Campaign Projects whenIBM® Marketing Operations and IBM® Campaign are integrated.