Table 1 describes how to perform project-related tasks from both the Dashboard and from the Project Explorer. If you are new to the product, try the Dashboard tasks first. If you have connected to a repository for the first time, your next step is to create a project.
For information on creating artifacts from the Artifacts project page, the File menu, or the New button, see Creating, copying, and renaming artifacts.
Task | Dashboard Steps | Project Explorer Steps |
---|---|---|
Display the Dashboard or Project Explorer view | Your Dashboard opens automatically when you
connect to a repository for the first time. Thereafter, to open your
Dashboard, click the Open button ![]() |
If you cannot see this view, in the editor toolbar,
click the Open button ![]() |
Create a connection to a new repository | If you are already connected to a repository, but you want to connect to a new repository, click the down arrow at the Dashboard for <your user ID> button and select Connect to new repository. | Right-click in the Project Explorer view and
click Note: You cannot access this command if a project
or folder in an existing repository is selected. Select the top-level
node in an existing repository or deselect a project or folder by
pressing Ctrl and clicking that item.
|
.
Display projects and folder contents within a repository | Click a project in the My Projects list. In the Filter Display by Folder list on the project Artifacts page, select a folder to see its contents. | Click a project or folder in the Project Explorer view to display its contents in the lower window of the view. |
Create a project | Click Create Project. | Right-click a repository and click | . Double-click a project to open it and review its folders. The project sidebar includes an overview, recent comments, recent artifacts, and recent requirements sections.
Create a project that includes structure, attributes, and sample artifacts | When you create a project, click Next and select the Create a project using a template check box. Select a template and click Finish. | When you create a project, click Next and select the Create a project using a template check box. Select a template and click Finish. |
Create a folder | Use the Project Explorer to create a folder. | Right-click a project or a folder and click | .
Create an artifact | Click a project in the My Projects list. In the Filter Display by Folder list on the project Artifacts page, click Create Artifact. | Right-click a project or a folder, click New, and select an artifact type. |
Organize artifacts by tags. | Add tags to artifacts to organize or classify them in a project. Click a project in the My Projects list. In the Filter Display by Tag list on the project Artifacts page, click a tag. | Use the project Artifacts page to display artifacts by tag. |
To delete a project, right-click the project in the Project Explorer and click Delete. For more options, right-click a project or folder.