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2.Steps to Create the Project using template

Step 1: Click on Makino Utility QA

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Contract Review Process

Step 2: Enter the project Details

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Select the Contract Review Template : Select the Source project based on which the new project needs to be created.

Select the Issue type : By default it will be “Contract Review

Enter Destination Project Name : Enter the New project name which needs to be created.

Enter Destination Project Key : Enter the project key

Web link : Enter the SharePoint link

Note: These fields are mandatory fields

Step 3: Enter the custom field values

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Step 4: If any Mandatory field is missing while clicking on create project, flag message will show like this.

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Step 5: If all fields are entered then there will be a success message we will be getting

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Step 6: We will be able to see the project got created in the project list, with all the data from source template

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Order Management Process

Step 1: Click on Order Management

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Step 2: Enter the details

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Select the project template : Select the order management template based on which the issues need to created.

Select the Issue type : By default it will be Stock MC w/ Options

Select the Target Project : Select the New Project which is created through the contract review process

Step 3: Click on Start Process, it will start copying the issue from template to target project

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Step 4: Issues are copied to Target Project

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