Create a project

Create a project to start a new phase of development. You can create an empty project, or base the project on an existing project or baseline.

For details about creating streams, see Create a stream.

PRIVILEGES: Create Project.

To create a project:

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

  2. On the General page, specify the following project details and click Next:

    Field Description

    Create a new project in product

    Select the product in which to create the new project.

    By default, your current product is selected.
    Project name Enter a name for the project.
    Type Select a project type.
    Description Provide a description of your project.
    Open using work area Select this option to open the new project after completing the wizard. Then select a work area.
    Add to favorites Add the project to your favorites.

  3. On the Based-On page, specify the source on which to base the project, and click Next:

    Field Description
    Nothing (empty project) Select this option to create an empty project.
    Based on a baseline Select this option to populate the project with the item revisions from a baseline. Then select a baseline from the list.

    Based on another project

    Select this option to populate the project with the item revisions from an existing project. Specify a project's ID or search for a project.

    To find a project:

    1. Click Select and select Another project.

    2. Specify the ID of a project, or select a project from the list.

      Enter a text string to display only those project names that contain the characters in your string.

      Favorite and recently used projects are displayed at the top of the list.

    3. (Optional) Select a specific project version on which to base the new project. By default, the new project is based on the latest version.

    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 project with the item revisions from an existing stream.

    Select a stream in the same way as a project.
    Copy build configuration (if available) Select this option to copy the build configuration from the parent project to the new project.

  4. On the Options page, set version management options:

    Field Description
    Branch

    Select this option to increment version numbers by adding a period before the new number.

    For example, if an item's revision number is 2, the item's first new revision in this project is 2.1, and the next one is 2.2.

    But for new items, the first revision number is 1, and the next one is 2.

    Do not branch

    Select this option to increment version numbers by adding 1 to the previous revision number.

    For example, if an item's revision number is 2, the item's first new revision in this project is 3, and the next one is 4. If an item's revision number is 2.1, the first new revision is 2.2.

    Note: We recommend that you use this option and assign a single branch.
    Allow user to override default revision number Select this option to allow users to change the automatically generated revision number when they create new item revisions.

  5. Define the options for Change Management (CM) rules:

    Field Description
    Use item type settings Select this option to make items follow the CM rules, as defined for their item type in the Administration Console.
    Always enabled Select this option to make items behave as if the CM rules defined for their item types are enabled, regardless of whether they are enabled in the Administration Console.
    Always disabled Select this option to make items behave as if the CM rules defined for their item types are disabled.
    Request required to refactor

    Select this option to require users to specify a request ID when they make refactoring changes, such as moving or renaming items or project folders.

    Note: You cannot relate refactoring changes as In Response To a request if the request is above the initial stage in the Global Stage Lifecycle (GSL).

  6. Set the Promotion option, and click Next:

    Field Description
    Use local stages

    This deployment-related option determines whether the stage of item revisions in this project is affected by changes in other projects/streams. This option enables the following behavior:

    • If Use local stages is selected, this preserves the stages of item revisions from changes caused by actioning.

      The stage of an item revision in this project remains unchanged when the same item revision in another project/stream is promoted/demoted to another stage.

      As a result, the same item revision can be at a different stage in different projects/streams.

    • If Use local stages is cleared, then promoting/demoting an item revision in another project/stream to another stage changes the stage of the same item revision in this project.

    If an item's lifecycle states are mapped to stages in the Global Stage Lifecycle (GSL), then the stage of an item revision can also be changed when the item revision is actioned to those states.

    Note: After you select this option, you cannot clear it. If your project is using Deployment Automation, this option is always selected.

  7. On the Named Branches page, select the default branch and the branches available for new item revisions, and click Next:

    Field Description
    Valid branches Select branches to which future revisions in this project may be assigned.
    Default branch Select the default branch to use when automatically generating the revision number for item revisions in this project.

  8. On the Attributes page, enter any required attributes and click Next.

  9. On the Summary page, review the summary of the options, and click Finish.

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See also: