1.Introduction
Makino Utility is the project replication app. We have a predefined template with all issues, subtasks, attachments, issue links and custom fields. We need to create a new project based on this pre-defined template. All configurations like notification scheme, fields and screen scheme, workflow scheme all will be copied from Template project to newly creating projects.
2.Steps to Create the Project using template
Step 1: Click on Makino Utility QA
Contract Review Process
Step 2: Enter the project Details
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
Step 4: If any Mandatory field is missing while clicking on create project, flag message will show like this.
Step 5: If all fields are entered then there will be a success message we will be getting
Step 6: We will be able to see the project got created in the project list, with all the data from source template
Order Management Process
Step 1: Click on Order Management
Step 2: Enter the details
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
Step 4: Issues are copied to Target Project
