Manage CA Clarity PPM Project Sites › Save CA Clarity PPM Project Sites as SharePoint Site Templates

Save CA Clarity PPM Project Sites as SharePoint Site Templates

After you create a CA Clarity PPM project site and before or after you add lists, libraries, and Web Parts (CA Clarity PPM Web Parts and other Web Parts available in your site collection Web Part Gallery), you can save the CA Clarity PPM project site as a SharePoint site template. Use the site template to create other CA Clarity PPM project sites with the same site structure.

Follow these steps:

1. Click the Settings icon and click Site settings.
2. Click Save site as template under the Site Actions section.
3. Enter a name for the template file, and a name and description for the template.
4. Select the Include Content check box if you have pages that are in a document library, or to include the contents of non-CA Clarity PPM Web Parts in the template.

   Note: Selecting Include Content has no effect on the CA Clarity PPM Web Parts because they automatically display information from the new project when you use the template to create a CA Clarity PPM project site. For example, if you configure a CA Clarity List Web Part in the CA Clarity PPM project site to display tasks, it automatically displays tasks from the new CA Clarity PPM project when you use the template to create a CA Clarity PPM project site.

5. Click OK.

   The CA Clarity PPM project site is saved as a SharePoint site template. After you save the CA Clarity PPM project site as a site template, the template is displayed in the Site Template list on the Create CA Clarity PPM Project Site page in SharePoint Central Administration. The saved template is also displayed in the CA Clarity PPM tab on the New SharePoint Site page, that is used to create child sites in Microsoft SharePoint.