General Project Settings

The following options are available on the General page when you add or edit a project:

Toolbar Options

  • Save
    Click to save changes made on the page.
    Note: If you make changes and do not click Save, you are prompted to save your changes when you navigate away from the page.
  • Discard

    Click to discard changes made on the page.

  • Show Workflow

    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.

Project Name Options

  • Project Name

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

  • Name Displayed to Users Without View Privilege

    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.

  • Internal Name

    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.

  • End-user Help Text

    Add descriptive text that will appear to end users in SBM 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. This option does not apply to the Base Project.

    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.

Workflow and Sequencing Options

  • Use Parent Project's Workflow
    If selected, this check box indicates that the project is using its parent project's workflow, which is specified in the Workflow Name list. The child project inherits modifications made to its parent. Clear this check box to use a different workflow for the project. In this case, the child project does not inherit any of the modifications made to its parent project.
    Note: If you clear the Use Parent Project's Workflow check box for a child project, all default values that are inherited from the parent project are removed. You should review all fields in the child project to ensure that default values are set as expected.
  • Use Parent Project's Sequence Numbers

    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.

    The Sequence Numbering setting can be applied at the Base Project level, but overridden for child projects.

  • Next Number

    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.

  • Zero Fill to

    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.

Item Submission Options

  • Allow New Items to be Submitted

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

  • Allow Anonymous Submit

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

  • URL

    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.

  • Disallow Submission

    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.

Project Form Options

  • Default State Form

    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.

  • Default Transition Form

    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.

Time Capture Options

The Time Capture feature is enabled or disabled at various levels, but you can override inherited setting for all states and transitions in a project or set of projects. This option does not apply to the Base Project. For details, refer to Time Capture.

Note: If Time Capture settings are explicitly set for a project rather than inherited, and you later change the settings to "inherited," time capture overrides set for states and transitions in that project are removed.
Project options are:
  • Time Capture
    • 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.

  • States/Transitions
    • 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.

  • Entry Required

    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.