Establishing Process Rules for Projects

Establishing a system of process rules allows you to:

  • Require that process items are used every time files are added or checked into the project.
  • Stipulate that only certain types of items with specific statuses can be used as process items in the project.
  • Enable the use of enhanced process links for the project.

Note: To set process rules, you must have the access rights required to change project properties. Usually, only team leaders and administrators have these rights. You must also verify that project users have the rights to see and modify items in the project view, to create and modify links on files and process items, and to create tasks and link to tasks if using the enhanced model.

To require that files added to or checked in to a project be linked to a process item, do the following:

  1. Choose Project > Properties. The Project Properties dialog box opens.
  2. Click the Process Rules tab.
  3. Select the Require Selection Of Process Items When Files Are Added Or Checked In check box.
  4. Select the type you want to allow for use as process items.
  5. You can define the use of the type as a process item in the Process Item Details for <Type> section.

To permit the use of any type as a valid process item:

  1. Select the desired Type.
  2. Specify the Active States that are permitted to be used as a process item during commit.
  3. Specify the Closed State that will be used to mark the process item as completed upon successful check-in.
  4. Add the <Type> as a valid process item type.

Note: Some StarTeam integrations do not recognize process rules and will ignore them.