TEMPLATES
Templates provide an organization with a basic set of
methodologies and logical relationships that can be used to construct
an entire Project or its components. Once created, templates are
refined over the longer term by method experts as part of a continuous
improvement process. An alternative approach is for a Project Manager
to create Templates from a successfully completed Project and its
elements, thus providing an efficient way to focus in on knowledge
gained and lessons learned.
IBM® Rational®
Portfolio Manager supports:
- Project Templates
- WBS Element Templates (Tasks, Milestones,
Deliverables, etc.)
- Document Templates
- Scope Management Templates (Requirements, Change
Requests, Service Requests, etc.)
DESCRIPTION
The API currently supports three types of templates: Project
Templates, WBS Element Templates and Scope Management Templates
- Project Templates
- Proposal
- Project
- WorkOrganization
- WBS Element Template
- Milestone
- Task
- Deliverable
- WorkProduct
- SummaryTask
- ScopeManagement Template
- Requirement
- Change Requests
- Service Requests
- Action
- Defect
- Risks
- Issues
ACTIONS
In the current version of the RPM Web Services API, the
following actions are supported
- Loading a template
- Creating an object from template
Note: The action to create a template and publish it is not
supported in this version. It is recommended to use the RPM client to
perform this action.
LOADING A TEMPLATE
The process of loading a template is fairly simple, provide
the container name in an xpath search with the added specification that
the published type must be equal to "ToTemplate" and validate the
result.
Please note that for Project Template and WBS Element Template
you must use ProjectPublishedType._ToTemplate and for the rest
PublishedType._ToTemplate.
Here are some examples :
- Project Template:
/GenericProject[@published='ToTemplate']
- WBS Element
Template:/WorkElement[@published='ToTemplate']
- ScopeManagement
Template:/ScopeElement[@published='ToTemplate']
CREATING AN OBJECT FROM TEMPLATE
Here are the steps to follow when creating objects from
template:
Project Template and WBS Template
- Create or load the parent using the API.
- Load the template using the API.
- Create a new container that matches the
container used in the template.
- Set the parent field on the created container.
- Set required fields on project: currency etc.
- call createObjectFromTemplate method on the
API(session, new Container, template, scope).
Scope Management Template
- Create or load the ScopeFolder parent using the
API (it can be a scope folder or another scope element, not just a
folder).
- Load the template using the API.
- Create a new container that matches the
container used in the template.
- Set the parent field on the created container.
- call createObjectFromTemplate method on the API
(session, new container, template, scope).