About Project Options

A project has various options that determine the default behavior in relation to its item revisions and files.

The project options are:

It is recommended that you use this option, and that you use a single assigned branch.

By default the Workset Manager or Project Manager is able to lock or unlock a project or stream. Locking a project/stream is particularly useful when creating a baseline as this will prevent the ordinary user from updating the project/stream when baselining is in progress.

NOTE  It will still be possible for a user with the Workset Manager/Project Manager role to deliver items to a stream even when this option is set.

A locked project/stream is not editable, meaning:

Note that users with the Override Process Checks privilege, or by default the special role PRODUCT-MANAGER, will be allowed to bypass the above restrictions.

This deployment-related option determines whether the stage of item revisions is "local" to this project/stream or can be affected by changes in other projects/streams. If its lifecycle states have been mapped to stages in the GSL, then the stage of an item revision will be changed when it is actioned to those states. Setting Use local stages for a project/stream preserves the stages of item revisions in that project/stream from changes as a result of actioning. (Note that this means that the same item revision could be at different stages in different projects/streams.)

NOTE  Once you have selected this option for a project or stream, you cannot subsequently deselect it.

CM Rules are described in About Change Management Rules in the Process Configuration Guide.

NOTE  You cannot relate refactoring changes in response to a request if the request is above the initial stage in the Global Stage Lifecycle.

These options can be set when you first create a new project, and you can change them when editing the project properties.

Related Topics

About Projects

About Creating Projects

Viewing or Editing Project/Stream Properties