Create a project

Create a project to start a new phase of development. You can create a project from scratch and add items to it later.

For details about creating streams, see Create streams.

PRIVILEGES: Create Project.

To create a new project:

  1. In the desktop client, select Project > New > Project. The New Project dialog box opens.

  2. On the General page, specify the following details:

    • Select a product in which you want to create your project.

    • Enter a project name.

    • Select a project type.

    • Enter a description for the new project.

    • To open the new project after completing the wizard, select Open using work area. Select a work area.

    • To add the new project to your list of Favorites, select Add to favorites. Favorites are shared across all clients.

  3. Click Next.

  4. On the Based-On page, choose on what to base your project:

    Option Description
    Nothing Select this option to create an empty project.
    Based on a baseline Select this option to populate the new project with the item revisions from a baseline. Select a baseline from the list.
    Based on another project

    Select this option to populate the new project with the item revisions from an existing project. Accept the default project or enter the name of a project.

    To find a project:

    1. Click Select and select Another project.

    2. Start typing the ID of a project. Projects that contain any characters in the string are displayed. For example, to find ’QLARIUS:VS_BRANCHA’ type ’vs’.

      Select a project from the list. Favorite projects and recently used projects are displayed at the top.

    3. (Optional) Select a version of this project on which to base the new project.

    4. Click OK.

    Note: The new project inherits all the revisions from the parent project.

    Based on Another Stream

    Select this option to populate the new stream with the item revisions from an existing stream. See above for guidance.

    Copy build configuration (Optional) Select this option to copy the build configuration of the Based on project to the new project.
  5. Click Next.

  6. Specify the Version Management Options:

    • Select Branch if you want Dimensions to add a period before the new revision number for new item revisions created in this project.

    • Select Do not branch if you want Dimensions to increment the previous revision number by one for new item revisions created in this project. We recommend that you use this option and that you use a single assigned branch.

    • Select Allow users to override default revision number if you want the user to be able to enter a different revision number from the one generated by Dimensions when creating new item revisions in this project

  7. In the Change Management Rules section:

    • Select Use item type settings, Always enabled, or Always disabled.

    • Select Request required to refactor if you want to require the user to provide a request ID when they make refactoring changes to the project.

  8. In the Promotion section:

    • If you select Use local stages, the stage of an item revision in this project is not affected as a result of actioning even when stages in the GSL are associated with states in its lifecycle. The stage in this project can only be changed as a result of promoting and demoting.

    • If you do not select this option, when the state of an item revision is changed as a result of actioning, its stage in this project is also changed.

  9. Note: After you have selected this option you cannot clear it.

    If your project is using the Deployment Automation deployment model, this option is always on.

    For details, see Project options.

  10. Click Next.

  11. On the Named Branches page:

    • In the list of Valid Branches select any branches that are to be allowed when creating new item revisions in this project.

    • Select the default branch that you want CM to use when automatically generating the revision number for item revisions created in this project.

  12. Click Next.

  13. On the Attributes tab, enter any required attributes and click Next. A summary of the options is displayed.

  14. Click Finish.

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See also: