Creating and Using templates for Project Reports 1. Tools > Customize 2. Select Project Report Templates 3.

On the right tab select Document Templates on the top. 4. Click Template Creator 5. In the Create New Local Template Report Template dialog box save it with an appropriate name say DocTemplate1.docx 6. Enable the macros in the docx file. Click Template Creator 7. On the left in the Template Type click on the drop down and select document. 8. Format the document as per requirements like font type, size, header, footers etc. 9. Save it and close the document. 10. Come back to Quality Center and in the Project Report Templates tab, click on Add Template and add the file DocTemplate1.docx just created in MS Word. 11. Now under Project Report Templates select Requirements. 12. Click Template Creator towards the top right side. 13. This opens the Create New Local Template, give an appropriate name say ReqTemplate.docx and click Save. 14. It opens MS WOrd, activate the macros. 15. Insert a table with 2 columns - (I am taking a simple example, you can format it as per your requirement) 16. Click on the Template Creator in Word and select Requirement on the left. 17. Click on Insert multiple fields and insert appropriate fields in proper order in the table. 18. Save the file. Come back to Project Customization in ALM.

19. Click on Add Template and add the ReqTemplate.docx just created. 20. Click Save and Return. 21. Go to the Dashboard & select Analysis View & click Add Item and select New Project Report. 22. Give appropriate name and click OK. 23. It takes you to the Configuration tab. On the right in the Document Template drop down select your document template (DocTemplate.docx) 24. On the left click the first icon - Add report section (Alt + A) 25. From the drop down in the Add Report Section window select Requirements & click OK. 26. On the right select Project Template radio button & from the drop down select the ReqTemplate.docx, you just created. 27. Click Generate. 28. You get the report in the format you decided in the templates.

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It is assumed that we have 2 user defined fields in the Defects module Continents and Countries. When a value in the Continents List is selected appropriate items are displayed in the Countries filed. Add the following code to the Bug_FieldChange event procedure so that it is triggered when a user changes a field value for a defect. Sub Bug_FieldChange(FieldName) On Error Resume Next If FieldName = "Countries" then Select case Bug_Fields("Countries").Value case "India"

Bug_Fields("Continents").value="Asia" case "Singapore" Bug_Fields("Continents").value="Asia" case "Malaysia" Bug_Fields("Continents").value="Asia" End Select End If PrintError "Bug_FieldChange" On Error GoTo 0 End Sub