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 when
IBM
®
Marketing Operations
and
IBM
®
Campaign
are integrated.
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