Clarity

  • 1.  To create a project from a template on PPM15.1

    Posted Feb 07, 2017 11:01 PM

    The instruction says to create a Project from a Template as follows,

     1.Click New Project.(Does this mean press "+Project" button upper on leftside ?)

     2.Use the horizontal arrows to find and click the templates...(But nothing is shown.)

    Viewing from classic UI, Template projects are shown. Do I need any setting previously?



  • 2.  Re: To create a project from a template on PPM15.1

    Posted Feb 08, 2017 02:01 AM

    Just checking.. You are getting these Project Templates(in the classic UI) when you filter using "Template" = "Yes", in your Project List view, right?



  • 3.  Re: To create a project from a template on PPM15.1

    Posted Feb 08, 2017 03:48 AM

    Yes, the project was selected when I use "Template" filter.



  • 4.  Re: To create a project from a template on PPM15.1

    Posted Feb 14, 2017 04:22 AM

    Hi t.kimoto

     

    If you want to create a new project using a template then these are the steps: 

     

    1. Go to Home --> Projects
    2. Scroll down the page and you will see a button called "New from Template"
    3. Click that button. 
    4. You will be redirected to the page where you will see the list of projects that are marked as Templates. 
    5. Select any one of them and click NEXT.
    6. You may or may not get the option to select the partition.
    7. You will see the Project Create page with all the details already populated from the template.

     

    Hope that answers your question. Let us know in case of any further concern. 

     

    Thanks,

    Abhisek Dhar



  • 5.  Re: To create a project from a template on PPM15.1

    Posted Feb 14, 2017 04:38 AM

    Hello Abhisek Dhar,

     

    Thanks for your reply.

    But the way you mentioned is from the classic view.

    I just want to know how to create new project using a template from New UI of PPM v.5.1.

     

    Thanks and regards,

    Takeshi Kimoto



  • 6.  Re: To create a project from a template on PPM15.1

    Posted Feb 14, 2017 04:40 AM

    Sorry, I did mistyped the PPM version. not 5.1 but 15.1.



  • 7.  Re: To create a project from a template on PPM15.1
    Best Answer

    Posted Feb 23, 2017 09:46 PM

    Hello,

    Thanks to CA Japan Customer support staff, The Issue has solved.
    (The cause of the problem was the exception on PPM_REST_API, and I had to activate all the values of Lookup "Idea and Project Type".)