Add a Process Template

This function allows the administrator to upload XML-formatted AgilePoint process template files to AgilePoint Server.

  1. On the Enterprise Manager Main Page, click the Process Templates link. The Process Templates page appears.
  2. Click the Add button. The Add Process Template page appears.

  3. Select the time you would like the process template to be released:
    • Release Later – Adds the process template to the repository, but does not release it.
    • Release Now – Releases the process template as soon as it's added.
    • Release On – Releases the process template at a time you specify.
  4. Click Browse, and select the XML-formatted AgilePoint process template for which you would like to add.
  5. Click Submit. The XML-formatted AgilePoint process template is added to Enterprise Manager.