Open projects and set defaults

When you log in, the desktop client automatically opens the default project. You can open multiple projects and select a different default.

If you have not specified a work area, you are prompted to do so the first time you open a project.

Dimensions CM stores the following user defaults for each project that you have previously opened:

Work area The location for items that are checked out, checked in, or copied.
Request Related In Response To new item revisions you create in this project.
Design part The owning design part for any new items that you create in this project.
Branch The branch where new item revisions are created.
Library cache area Used to improve performance over wide area networks.

To open a project:

  1. From the Project menu, select Open Project.

  2. In the Project field, enter the project's ID, or select a project from the list. You can also click Find and search for a project.

    When you start typing the project ID, projects that contain any characters in the string are displayed. For example, to find QLARIUS:VS_BRANCHA, enter ’vs’.

    In the project list, favorite and recently used projects are displayed at the top.

    Tip: To add a project to your favorites, in the Recents or All sections of the list, point to a project and click the icon to the right. To remove a project from the Favorites section, click the same icon.

  3. In the Work Area field, enter the name of an area, or select an area from the list. You can also click Find and search for a folder.

  4. (Optional) Make the selections for your default project and work area. The default project opens automatically when you log in.

  5. Click Open.

To open a recently used project:

Do one of the following:

  • Select File > Recent Streams and Projects and then select a project from the list.

  • From the Project menu, select Open Project. Select a recent project from the list, and click Open.

Note: By default, Dimensions CM stores four of your most recently used projects. To change this default, see Set the user interface options.

If the associated work area folder does not exist, you need to create it, or select a different folder.

To select a project work area:

  1. Open a project.

  2. Select Project > Set Work Area.

  3. In the Change Work Area for Project dialog box, select a Dimensions CM work area from the list, or click Find and search for a folder. You can also enter the path to a folder.

    If the folder is on your local machine, enter a full path. For example, to use the payroll folder on the C: drive of a Windows system, enter: c:\payroll

    If the folder is on a remote node, begin the path with the node name followed by two colons (::). For example, to use the payroll folder on the UNIX node HOST1, enter: HOST1::/payroll\

  4. Note: Do not set the work area to the root of the drive on your machine, for example, C:\.

  5. Click OK.

To set the current open project as your default:

  1. From the Project menu, select Open Project. The Project field displays the name of the current project.

  2. Select the option to make the project the default.

  3. Click Open.

To select a project default request:

  1. Do one of the following:

    • In the Context toolbar, in the Default Request field, click the button.

    • Select Project > Preferences. In the Default Request field, click Find.

  2. Use the Find Request to Work On dialog box to find the request. For details, see Find objects.

If you have configured Dimensions CM to accept requests from a request provider, a dialog box opens, enabling you to view and select these requests.

To select a project default branch:

Do one of the following:

  • In the Context toolbar, from the Default Branch list, select a branch.

  • Select Project > Preferences. From the Default Branch list, select a branch.

    Optionally, make the current configuration the default for this project and not just the current session. Click OK.

To select a project default design part:

  1. Select Project > Preferences.

  2. In the Design Part field, enter the name of a design part, or click Find to search for one.

  3. Click OK.

To select a project default library cache area:

Note: You can only select a library cache area if at least one has been set up for your current project in the Administration Console.

  1. Select Project | Preferences.

  2. From the Library Cache Area list select an area.

  3. Click OK.

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