Merge projects

Merge projects when you want to merge parallel developments.

For example, you might want to merge the Maintenance and Development, or a previous customization into the latest development release. Rather than merging at the item level, you can merge the projects, either into an existing project or into a new one.

Note: This option is not available for streams. For details of how to merge streams, see Work with streams.

PRIVILEGES: Add Item Revisions to Project, Remove Item Revisions from Project.

To merge projects into an existing project:

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

  2. On the General tab, select the following:

    First Project Selector Select the first project you want to merge.
    Second Project Selector Select the second project you want to merge.
    Target Project Selector Select the project into which the first and second projects are merged.

  3. To accept the default options for the rest of the New Project wizard, select Finish. Otherwise, click Next and set the following options:

    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.

    Change Management 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).

  4. Specify how to handle the deployment of project items.

    The Use local stages 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:

    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.
    Use local stages is cleared 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.

  1. To accept the default options for the rest of the New Project wizard, selectFinish. Otherwise, click Next.

  2. On the Named Branches page, specify valid branches and the default branch for item revisions in the project.

      3. CTRL+click or SHIFT+click to select multiple valid branches.

  3. Click Finish to accept the default attributes for the project. Otherwise, click Next.

  4. On the Attributes tab, enter any required attributes.

  5. To view the summary of the options, click Next.

  6. Click Finish to complete the wizard.

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