Actioning a Baseline


Use this operation to move the baseline from one lifecycle state to the next lifecycle state.

If you are actioning a baseline to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, it will also be promoted to that stage, and if there are any default areas associated with the project/stream, the item files will automatically be deployed to those areas.


Action Baseline to Next State to action a baseline to a valid next state.
Action Baseline to Any State to action a baseline to a lifecycle state without a valid transition.

To action a single baseline:

  1. Select the baseline.

  2. Select Baseline | Action | Baseline.

  3. For New Status, select a lifecycle state, either select Next status and select a valid next state from the list, or select All statuses and select a lifecycle state from the list. (You will require the necessary privilege to action to a state other than a valid next state.)

  4. Click the Next button.

  5. If you want to set any attributes, type or select the values.

  6. Required attributes are shown in bold.

  7. Click the Next button.

  8. Optionally, in the Comment field, type a comment.

  9. Click the Next button.

  10. Use the Summary page to check the details of the action to be performed.

  11. Click the Finish button to perform the action and close the wizard.

To action multiple baselines:

  1. Select two or more baselines.

  2. Select Baseline | Action | Baseline.

  3. In the Action Multiple Baselines dialog box, from the New Status list, select the lifecycle state to which you want to action the selected baselines. If you leave this field blank, the baselines are actioned to the next normal lifecycle status.

  4. NOTE  Lifecycles are defined with respect to the baseline's type. If you have selected baselines of different types, you must ensure that the lifecycle state you specify is common to all these lifecycles.

  5. For Action description, optionally type a comment.

  6. Click the OK button.

Related Topics

About Baseline Lifecycles

Selecting a Baseline

Action Wizard

Action Baselines Dialog Box