Action a project or stream

Use this operation to move the project from one lifecycle state to the next.

PRIVILEGES  
Action Project/Stream to Next State to action a project or stream to a valid next state.
Action Project/Stream to Any State to action a project or stream to a lifecycle state without a valid transition.

To action a project:

  1. Select one or more projects or streams.

  2. Click the Action button.

  3. For New State, select a lifecycle state:

    • If you are actioning a single project, either select To next state  and select a valid next state from the corresponding list, or select To specific state  and select a lifecycle state from that list. (You will require the necessary privilege to action to a state other than a valid next state.)

    • If you are actioning multiple projects, either select Next normal state  or select Named state  and enter a lifecycle state. You must enter a common lifecycle state for all projects.

  4. Click the Next button.

  5. If you want to set any attributes, type or select the values.

    Required attributes are marked with a red exclamation point.

    This page does not appear if you have selected multiple projects.

  6. Click the Next button.

  7. Optionally, in the Comment field, enter a comment.

  8. Click the Next button.

  9. Use the Results page to check the result(s) of the action.

  10. Click the Close button to close the Results page.

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See also: