Managing Project Templates (2.9)

Create a new template

To create a new project template, perform the following:

  1. Select Cog menu  > Add-ons.
  2. Locate the Delegated Project Creator section in the left sidebar and select Project Templates Settings to display the Configure Project Templates Settings page.
  3. From the Project Templates tab:
    1. Enter the information below:

      NameA user-friendly template name (make it descriptive – this is what the creator of the project will see).
      DescriptionInternal 'administrator only' text explaining what the template is about.
    2. Click the Add button ().

Configure project template settings

From the Project Templates tab, you can view and edit your project template information. 

#Description
1View the number of projects created from the template (and which ones they are).
2

Click Delete () next to an existing template to delete the template.

3

Click Edit () next to an an existing template to edit the template.

4Click Copy () next to an existing template to copy the template.
5

Hover over the Name or Description field of an existing template and click the pencil icon () to edit it inline. 

6Use drag and drop ( ) to rearrange the order of templates.
7Click Save () to save your changes or Revert () to discard your changes.


Defining the ingredients for your template

The Edit Project Template screen allows you to define the configuration for any project created with this template. Fill in the information below and click Save to save the template:


NameDescription
1Usage guidance

User-friendly description shown during the creation of the project to help the creator choose the appropriate template to use.

2Parent template

The template to "inherit" values from. Any values specified in the template will override the settings derived from the parent template.

Essentially, rather than manually duplicating an entire Project Creator for JIRA template you can now designate a "parent" template. Then in your current template simply override the areas that you want to change.

3Base Project(s)Select one or more existing projects that your trusted users will be able to select from to copy over that project's configurations to a new project.
4Limit to groupA subset of the groups that should see this template to create projects from.
5Project CategoriesThe name of the project categories that the project creator can select to associate with the newly created project. If you only select one item, the creator will not be presented with a Project Categories option. Options will only appear if there are two or more for the creator to choose from.
6Project TypeIndicates the type of project: "Business" or "Software." "Software" is available with JIRA Software.
7Default AssigneeThe default assignee.
8Enable emailIf set to "Allow creator to specify", the project creator will be prompted to supply a Project E-mail address when creating the project.
9ComponentsThe name of the Component Scheme, as defined on the Component Schemes tab.
10VersionsThe name of the Version Scheme, as defined on the Version Schemes tab.
11WorkflowsThe Workflow Scheme to associate with the project.
12PermissionsThe Permission Scheme to associate with the project (make sure that the Project Lead has access to utilize the project).
13Issue SecurityThe Issue Security Scheme to associate with the project.
14NotificationsThe Notification Scheme to associate with the project.
15ScreensThe Issue Type Screen Scheme to associate with the project.
16Issue TypesThe Issue Type Scheme to associate with the project.
17FieldsThe Field Configuration Scheme to associate with the project.
18Priority SchemesThe Priority Scheme to associate with the project (Please note that this feature is available only for Jira v7.6 +)
19Project RolesThe name of the Project Role Scheme, as defined on the Project Roles Schemes tab.

In addition to these items, if you have any of the Wittified Apps for Delegated Project Creator for Jira installed, more options may appear depending on the functionality provided.


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