Action a project or stream

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

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 or stream:

1. Select a project and select Project > Action.

   Or select a stream and select Stream > Action.

2. For New Status, select a lifecycle state. Either select Next status and select a valid next state from the list, or select All statuses and select a lifecycle state from the list. You need the appropriate privilege to action to a state other than a valid next state.

3. Click Next.

4. To set any attributes, enter or select the values. Required attributes are displayed in bold. Click Next.

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.

7. Click Finish to perform the action and close the wizard.

To action multiple projects or streams:

1. Select two or more projects or streams.

2. Select Project > Action or Stream > Action. The Action Multiple Projects/Streams dialog box opens.

3. From the New Status list, select the lifecycle state to which you want to action the projects/streams.

   Leave this field empty, to action the projects/streams to the next normal lifecycle status.

   Note: Lifecycles are defined with respect to the project's type. If you have selected projects of different types, 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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See also:

• Action wizard