Action Wizard

Use this wizard to move one or more requests, items, baselines, or project/streams to a new lifecycle state.

If the items are being actioned to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, they 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.

Use the Select Lifecycle State page to specify the lifecycle state you want to action the object to.

For a single object, use the Attributes Tab/Page to view and change the object's user-defined attributes.

Use the Add a Comment Page to include an optional comment for the action

Use the Delegate to Other Users Page to include an optional comment for the action

Use the Summary Page (Action Wizard) to include an optional comment for the action

Select Lifecycle State Page Field Descriptions.

Field

Description

Rules and Guidelines

Specification

The specification of the object

Display only

Current status

Shows the current state

Display only

Current phase

Shows the current phase

Display only

New status

Select this option to action the object to a normal next state and select the next state from the list.

For single objects only.

Only valid next states are shown.

All statuses

Select this option if you want to action the object to any other state and select a state from the list.

  • For single objects only.

  • You will need the necessary privilege to action to one of these states.

Action to

Select Next Normal State, or select Named State and type a state.

For multiple objects only.

Show lifecycle

Click to see an image of the lifecycle.

For single objects only.

This image must be created by your Dimensions CM Administrator.

Next

Click to move to the second page of the wizard.

 

Finish

Click to action the object(s) without filling in any more pages.

 

Related Topics

Actioning an Item 

Actioning a Baseline

Actioning a Request

Actioning a Project or Stream

Building Items