Copying a folder

About this task

You can use Rational Synergy to group tasks into folders. This means you can build folders that group sets of compatible tasks for use together.

By copying a folder, you can use it as a basis for a new folder by changing the attributes to suit your new needs.

Folders are part of the basis for how a project is updated.

Procedure

  1. Right-click over the folder you want to copy and choose Copy Folder.

    The Copy Folder dialog box appears.

  2. Type a description of the folder.

    If you leave this blank, the description will default to the original value.

  3. Specify which users will be able to use this folder. Your choices include Build Managers, Everyone, Owner, or No one. The default is the setting on the folder you are copying from.
  4. Specify whether to add tasks to the folder with a query or manually by clicking the appropriate button.
  5. If the folder will use a query, enter the query that will gather tasks to populate the folder.

    If you want to use an existing query, click Copy Query and select an existing query to use.

    For detailed information on building a custom query, see Customizing a query.

  6. Copy the folder by clicking OK.

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