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:


DESCRIPTION

The API currently supports three types of templates: Project Templates, WBS Element Templates and Scope Management Templates

  1. Project Templates

  2. WBS Element Template

  3. ScopeManagement Template

ACTIONS

In the current version of the RPM Web Services API, the following actions are supported

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 :

CREATING AN OBJECT FROM TEMPLATE

Here are the steps to follow when creating objects from template:

Project Template and WBS Template
Scope Management Template

Template Code Samples