Using Project Templates

Purpose of Project Templates

Project templates allow you to pre-populate a new project with a predefined folder structure, execution packages, and other configurations, saving time during project setup.

How to Create a Project Template

1. Set Up the Project

   • Create a new project with the desired folder structure and configurations.
   • For details on creating a project, refer to the Project Creation section.

2. Create a Baseline

   • Once the project is set up as desired, create a baseline using this project. Refer to Managing Baselines

3. Download the Project

   • Download the project baseline to finalise the template.

How to Add a New Project Template in Enterprise Tester

Follow these steps to add and use a new project template in Enterprise Tester:

1) Add the Template to the Enterprise Tester Directory

• Locate the Data directory where your Enterprise Tester application resides.
  

• Create a new folder named ProjectTemplates (if it doesn’t already exist).
  
• Place the zipped template file into the ProjectTemplates folder.
  

2) Create a New Project Using the Template

• Open Enterprise Tester and navigate to create a new project.
• In the Template dropdown field, the newly added template will appear.

• Select the desired template and click the Save button.

1. Project Settings

• The Edit Project screen will appear. Here:
• Picklist values will default to be specific to this project, avoiding inherited custom fields that might require reindexing.
• Core Enterprise Tester fields like Priority, Status, and Assigned To will still be available.

1. Save and Finalize

• Click the Save button to finalize the project creation.
• The project will be created with execution packages, and no reindexing banner will appear.