Managing projects

Similar to combining steps and procedures to form requests, you combine requests to form projects. You can define different types of projects and assign categories to them. A request can be executed as part of an activity, which, in turn, refers to a project.

You can customize the fields available under a project category by using a comma-separated value (CSV) file.

This topic provides the following instructions about managing projects:

To create or edit a project

1. In BMC Release Process Management, click the Projects tab.
2. To create a new project, click Create Projects on the right.
   To edit an existing project, skip to step 7.
3. In the Project Category field, select your project category.
4. In the Name field, enter a unique name for your project.
5. Define the following additional project settings:
   • Project manager
   • Leading group
   • Planned start date
   • Planned end date
   • Shortcuts to the project (for example, a URL for access to the project)
   • Assets attached to the project. You can attach multiple files of various types, such as PDF or text files.
6. Click Create Project.
7. On the Projects tab, click the project name.
8. Modify any of the settings that you defined in step 5 or any of the following additional settings:
   • Health — Indicates whether your project is on target. Select the relevant icon: OK, Warning, or Alarm.
   • Status of the project — Select a status.
9. Click Update.

To create a request from a project

1. On the Projects tab, click the project for which you want to create a request.
2. Click the Requests tab within the project.
3. Click Create Request.
4. Define request settings.
   Request settings are divided into the following categories: Core Attributes, Extended Attributes, and Scheduling and Estimation.
5. Ensure that you have selected the right project from the project list in the Project field under the Extended Attributes list.
6. Click Create Request.

To consolidate requests within a project

Consolidating requests means that two or more interdependent requests are converted into one. By consolidating interdependent requests, you can simplify the monitoring of the tasks.

1. On the Projects tab, select the project.
2. Click the Requests tab within the project.
3. Select the check boxes of the requests that you want to consolidate.
4. Click Consolidate Requests.
   The requests are combined. The steps from all the requests are merged into a newly created request.

To add notes to a project

You can enter notes for the project, which can help you and your team keep a record of the details of the project and any consolidations.

1. After you have clicked open your required project, click the Notes tab.
2. Enter your notes in the notes text box.
3. Click Update.

To add steps to a request from a project

1. On the Projects tab, select the project.
2. Click the Requests tab within the project.
3. Click the relevant request.
4. Click add step.
5. Define step attributes, including (for example) the assigned user and time scheduling.
6. To continue adding steps, click Save and Add New.
7. When you have finished adding all steps, click Save Step.

Related topic

Managing requests

Managing procedures

Managing steps