Modifying the properties of a process#

About this task

A process groups process rules into a named set that are designed to work together. A process is used to specify the process rules that you can use for a release.

Use the following procedure to change the information about a process.

Procedure

  1. Right-click over the process whose properties you want to modify, and select Properties.

    The Properties dialog box appears.

  2. Modify the fields in the Properties tab, as required.
    • Name

      Describes what the process will be used for.

    • Diagram URL

      The diagram URL points to a file that contains more information about the process. Default processes have a URL to a descriptive file on the help server. The descriptive file contains a diagram that shows the flow of the baseline and tasks to the project groupings. To view this file, click View.

      If you created your own process, but did not have the diagram ready, you can still set the URL to the path where the descriptive file will reside.

      You do not have to specify a URL to the diagram for your process, but it helps new users to better understand your process.

    • Modifiable In

      This field is active if your database is enabled to use DCM.

      The list shows which database controls the process. The process must be in the controlling database for you to modify it. You will see the following different buttons depending on the value of this list:

      If the process is controlled in the current database, you will see the Give Control To, Accept Control From, and Cancel buttons. The buttons are defined below.

      If the folder template is controlled in a different database, you will see the Take Control, Accept Control From, and Cancel buttons. The buttons are defined below.

      If the process is waiting for a different database to take control, you will see the Take Control, Take Control From, Accept Control From, and Cancel buttons. The buttons are defined below.

      Click Give Control To to display a list of databases that have been set to allow control in other databases. Click Accept Control From to display a list of all databases. Click Take Control to set control to the current database.

  3. Modify the fields in the Process Rules tab, as required.

    To add process rules, click the plus sign icon. The Select Process Rule dialog box appears. Query for the appropriate process rule(s) and choose the rules you want to add, then click OK. Click Apply to save the change.

    To remove a process rule, choose the one you want to remove, then click the minus sign next to it.

    A process can have only one process rule per purpose.


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