Creating a New Baseline Template


Follow this procedure when you want to create a new template to specify which items are included in a baseline. Once you have created the template, you can then define its selection criteria.

PRIVILEGES  Manage Baseline and Release Templates

To create a new baseline template:

  1. From the Baseline and Release Templates main window, select Baseline Templates from the list in the navigation pane.

  2. Do one of the following:

    If you want to...


    Create a new template from scratch

    Click the New button: new_baseline_template_button00007.gif in the main window.

    Create a new template based on an existing template

    Select the template you want to copy in the navigation pane and click the Copy button: copy_baseline_template_button00008.gif in the main window.

  3. The New Baseline Template dialog box or Copy Baseline Template dialog box appears.

  4. Enter a name for the new template in the Template ID field.

  5. For a new template, select item or request for the Scope.

  6. Click OK to create the template.

Once the template has been created, you can subsequently define the selection criteria, as described in Defining the Selection Criteria for a Baseline or Release Template.

Related Topics

New/Copy Baseline Template Dialog Box

What is a Baseline Template?

What is a Release Template?