About updating with process rules

If the project uses a process rule, the baseline project and tasks are computed from the baseline and tasks on the project's project grouping. A project grouping's baseline consists of a collection of baseline projects. The tasks on the project grouping are exactly the set of tasks used by update. The baseline project used by update is the project in the project grouping's baseline that matches the project being updated. A baseline project is considered matching if it has the same name and instance as the project being updated, and the same platform, if the project has a platform.

The project grouping's baseline and tasks are computed as follows:

  1. If the project grouping has auto-update turned off, the baseline and tasks that were previously computed and saved on the project grouping are used.

    But, if the process rule specifies that baseline projects are selected using the Latest projects method, then the project grouping will not have a baseline, and the baseline projects will be recomputed in the same way as if auto-update were on.

  2. If the project grouping has auto-update on, the baseline and tasks are computed as follows:
    1. The baseline is computed according to the process rule for the project grouping. The process rule specifies rules that are used to determine which baseline to use: Latest baseline, Baseline specified on process rule, Latest projects, or Baseline specified on project grouping. When you update a project, update identifies a baseline project from the baseline selected from the process rule's baseline selection rules.

      If the process rule specifies that baseline projects are selected using the Latest projects method, then the project grouping will not have a baseline, and each project will have a baseline project that is the latest matching static project for the release and purpose specified in the process rule.

    2. The tasks are computed from the folders and tasks specified on the instantiated process rule for the project grouping.

      * For each query-based folder, update re-evaluates the query to update the tasks in the folder, and then makes a list of the tasks in all of the folders.

      * If the project grouping has a baseline, the tasks in the baseline are subtracted from this computed set of tasks.

      * If any tasks have been manually added or removed from the project grouping, those tasks are added or removed from the computed set of tasks.


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