General Project Settings

Click to discard changes made on the page.

Click to open a graphical view of a workflow. When you are adding or editing a project, click this button to view the workflow assigned to the project.

Indicates the project's display name. Note that sibling projects cannot have identical names.

Indicates the name that users who do not have view privileges see for this project. For example, an organization may be working on a company proprietary proposal, and users without view privileges should not see the actual name of the project. A different project name can be displayed to these users.

Indicates the unique database name automatically assigned to the project. Use this name to reference the project in scripts, Web service calls, and embedded reports based on an SBM Composer report definition that uses a primary table.

Add descriptive text that will appear to end users in Serena Work Center. For example, when users are searching for a project to submit items to, they can hover over the project name to see the information you provide here.

Use the Rich Text Editor to apply formatting to help text.

End-user help text is project specific and is not inherited by sub-projects.

The numbering sequence controls the Item ID value assigned to submitted items. For example, an item that is submitted into a project might be assigned the Item ID 00001; the next item that is submitted is assigned Item ID 00002.

When the Use Parent Project's Sequence Numbers check box is selected, the sequence numbers for items in the project are assigned from a parent project. This ensures that unique IDs are assigned to all items in the parent and child projects. Clear this check box to assign a unique numbering sequence to items in the project.

If the Use Parent Project's Sequence Numbers check box is cleared, use this option to assign the starting item number for the project. This is useful if you want different projects to have different starting numbers. For example, one project could start with 1000 and another project with 2000. You could then determine which project the item belongs to by its number.

Use this option to add the specified number of zeros to the beginning of an item number. Disable zero filling by entering a 1 in the Zero Fill to box. For best results, however, use zero filling since the item numbers are stored as strings and are sorted accordingly.

For guidance on using sequence options, refer to Frequently Asked Questions About Projects.

If this option is selected, users can submit new items into the project.

If this option is selected, the project serves as a placeholder project and items cannot be submitted into it. You can also select this option if you want the project to be available for searching and reporting, but you do not want new items submitted into the project.

(On-premise only) - This option allows users without user accounts to submit items into the project. For details, refer to Enabling Anonymous Submits for a Project.

Indicates the information that should be appended to the SBM URL for anonymous submit users. A sample final URL provided to anonymous users might be http://serverName/tmtrack/tmtrack.dll?AnonymousSubmitPage&projectid=11.

Indicates the form that will be used for all states in the project, unless you override the form used for a specific state. Selections here override the default form specified for the workflow assigned to the project. Quick Form indicates that the built-in form will be used; other forms are custom forms created in SBM Composer.

Indicates the form that will be used for all transitions in the project, unless you override the form used for a specific transition. Selections here override the default form specified for the workflow assigned to the project. Quick Form indicates that the built-in form will be used; other forms are custom forms created in SBM Composer.

• On

  Enables the Time Capture feature.

• Off

  Disables the Time Capture feature.

• Inherited (On)/(Off)

  Inherits the Time Capture settings from the system or a parent workflow or project.

• Visible

  Displays Time Capture options on forms.

• Hidden

  Hides Time Capture options on forms.

• Inherited (Visible/Hidden)

  Inherits the setting from the system or a parent workflow or project.

With Time Capture options set to "on" and "visible" for transitions, you can choose to require users to enter time spent on an item when they execute a transition. This requirement is ignored for automated processes, such as Web services and scripts.

• Yes

  Requires users to enter time spent on an item before they can complete a transition.

• No

  Users are not required to enter time when they execute a transition.

• Inherited (Yes/No)

  Inherits the setting from the system or a parent workflow or project.