Action Wizard

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

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.

Select Lifecycle State Page Field Descriptions.

Field

Description

Rules and Guidelines

<object class> name

The name of the object

Display only

Current state

Shows the current state

  • For single objects only.

  • Display only

To next state

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.

States without transition

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 image

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