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XTM Academy

Project template

  • Project templates are a means of grouping common projects together.

  • These templates significantly reduce the time to create new projects by prepopulating projects with the preset business requirements and options found in the templates.

  • Project templates also allow quick modifications based on changing business requirements such as new products being added, or changing release cycles.

  • Project Templates are optional by default except when data comes from an XTM connector (XTM Connect) or XTM Portal. In this case, they are mandatory.

  • To create a project template, projects need to be created first and then saved as a template.

  • When a change is made to a template, that change does not propagate to existing projects. These changes take effect the next time a project is created using the changed template.