Actioning a Project or Stream

Purpose

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

PRIVILEGES  
Action Project/Stream to Next State to action a project or stream to a valid next state.
Action Project/Stream to Any State to action a project or stream to a lifecycle state without a valid transition.

To action a project:

1. Select one or more projects or streams.

2. Click the Action button.

3. For New State, select a lifecycle state:

• If you are actioning a single project, either select To next state and select a valid next state from the corresponding list, or select To specific state and select a lifecycle state from that list. (You will require the necessary privilege to action to a state other than a valid next state.)

• If you are actioning multiple projects, either select Next normal state or select Named state and type a lifecycle state. You must type a common lifecycle state for all projects.

4. Click the Next button.

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

Required attributes are marked with a red exclamation point:

This page does not appear if you have selected multiple projects.

6. Click the Next button.

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

8. Click the Next button.

9. Use the Results page to check the result(s) of the action.

10. Click the Close button to close the Results page.

Related Topics

Action Wizard