Creating standard properties

A standard property refers to the descriptive data that is associated with an artifact or sub-artifact. Standard properties are configured by instance administrators with the applicable privileges and apply to all projects within an instance.

You can create standard properties in order to make project maintenance and project editing more efficient.

To create a new standard property:

  1. Open the Standard Properties tab.

    1. Open the Instance Administration Console.

    2. Click the Standard Properties link. The Standard Properties tab is displayed.

  2. ClosedClick the New button on the ribbon.

    The new property is created and the details of the property are displayed in the Property Details panel on the right side of the page.

  3. ClosedSpecify the standard property details.

    • Name: Indicates the name of the standard property.
    • Type: The standard property can be one of the following types: text, number, date, choice or user.
    • Settings: The settings options are different depending on the selected Type. Here are the associated settings for each Type:
      • Text:
        • Required: Defines whether or not the property is required. If the property is required, artifacts cannot be saved unless a value for this property is specified.
        • Rich Text: Defines whether or not the field supports rich text.
        • Multi Line: Defines whether or not the field supports multi lines of text.
        • Has Default Value: Defines whether or not the property has a default value. If enabled, specify the default value into the space below.
      • Number
        • Required: Defines whether or not the property is required. If the property is required, artifacts cannot be saved unless a value for this property is specified.
        • Validated: Defines whether or not the value specified for this property is validated.
        • Number of decimal places: Defines the number of decimal places to save.

        • Max Value: Defines the maximum acceptable number. This option is only applicable if the Validated option is enabled.

        • Min Value: Defines the minimum acceptable number. This option is only applicable if the Validated option is enabled.
        • Has Default Value: Defines whether or not the property has a default value. If enabled, specify the default value into the space below.
      • Date
        • Required: Defines whether or not the property is required. If the property is required, artifacts cannot be saved unless a value for this property is specified.
        • Validated: Defines whether or not the value specified for this property is validated.
        • Max Value: Defines the latest acceptable date. This option is only applicable if the Validated option is enabled.
        • Min Value: Defines the earliest acceptable date. This option is only applicable if the Validated option is enabled.
        • Has Default Value: Defines whether or not the property has a default value. If enabled, specify the default value into the space below.
      • Choice
        • Required: Defines whether or not the property is required. If the property is required, artifacts cannot be saved unless a value for this property is specified.
        • Allow Custom Value: Defines whether or not users can specify a custom value for this property.
        • Allow Multiple Choices: Defines whether or not users can select more than one choice for this property.
        • Set Valid Values: Click this button to add, delete and reorder the valid choices for this property.
      • User
        • Required: Defines whether or not the property is required. If the property is required, artifacts cannot be saved unless a value for this property is specified.
        • Has Default Value: Defines whether or not the property has a default value. If enabled, specify the default value into the space below.
    • Applies To Artifact Types: Place a check mark beside the standard artifact types that should contain this standard property. Click the Manage Artifact Types link to add or manage standard artifact types.

  4. ClosedClick Save.

Your new standard property appears in the standard properties list.

Learn More

Modifying standard properties

Deleting standard properties

Resolving a property conflict

About standard properties

Instance Administration