Action a baseline

When you action a baseline, you move the baseline from one lifecycle state to the next lifecycle state.

Dimensions CM deployment model only: If you are actioning a baseline to a lifecycle state that is associated with a stage in the Global Stage Lifecycle, it is also promoted to that stage. If there are any default areas associated with the project/stream, the item files are automatically deployed to those areas.

PRIVILEGES: Action Baseline to Next State to action a baseline to a valid next state. Action Baseline to Any State to action a baseline to a lifecycle state without a valid transition.

To action a single baseline:

  1. Select a baseline.

  2. Select Baseline > Action > Baseline.

  3. For New Status, select a lifecycle state:

    • Next Status: Specify a valid next state to move the baseline to.

    • All statuses: Select a lifecycle state from the list.

    You need the necessary privilege to action to a state other than a valid next state.

  4. To set attributes, enter or select the values. Click Next.

    Required attributes are displayed in bold.

  5. (Optional) In the Comment field, enter a comment. Click Next.

  6. On the Summary page, check the details of the action to be performed and click Finish.

To action multiple baselines:

  1. Select two or more baselines.

  2. Select Baseline > Action > Baseline.

  3. In the Action Multiple Baselines dialog box, from the New Status list, select the lifecycle state to which you want to action the selected baselines. If you leave this field empty, the baselines are actioned to the next normal lifecycle status.

    Note: Lifecycles are defined with respect to the baseline's type. If you have selected baselines of different types, you must ensure that the lifecycle state you specify is common to all these lifecycles.

  4. (Optional) For Action description, enter a comment.

  5. Click OK.

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