Modifying the properties of a process

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.

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 processes are 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 do not have a diagram, set the URL to the path where you intend to place the diagram.

      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 uses DCM.

      The list shows which database controls the process. The process must be in the controlling database for you to modify it. The following buttons display, depending on the value of the list:

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

      If the process is controlled in a different database, the Take Control, Accept Control From, and Cancel buttons are shown. The buttons are defined below.

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

      Click Give Control To to display a list of databases that were 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 is displayed. Query for the appropriate process rules 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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