Project or Program Actions
The following options are available from the right-click actions menu available from the Projects or Programs Table and the Actions menu on the Project or Program Information Page.
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If you do not see an action described here, you may not have the permissions to perform the operation. The availability of these options depends on the current state of the project or program as well as your access to it. Most of these actions are available only to project or program managers and administrators. See your system administrator for additional assistance.
Action
Description
View Information
Navigate to the Folders page for the project or program.
Cancel
Permanently stop work on the project or program. This action appears only when it is running. A canceled project or program is removed from the active list and has a state of Canceled; however, a project or program manager can still access and restart it.
Suspend
Temporarily stop work on the project or program. This action appears only if the project or program has been started.
Complete
Mark the project or program as complete. This action appears only when the project or program is running. A completed project or program can be restarted. Information in a completed project or program cannot be changed. The plan state is changed to Completed, and milestones and activities whose states are not Completed are canceled. To edit any information, the project or program must be restarted.
Edit
Modify project or program attributes such as the name, description, risk, status, and details.
New Part
Create a new part within the project.
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This action is not available for programs.
New Multiple Parts
Create one or more new parts within the project.
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This action is not available for programs.
New Baseline
Creates a new baseline in the folder.
Import from File
Import previously exported project or program information.
Save as New Project
Save the current project or program as a new one. You must provide a new name and select which areas, such as forums or the folder structure, are copied.
Save as Template
Save the current project or program as a new template. You must provide a new name and select the objects, such as the folder structure and project plan, that are provided with the template.
Export as Template
Export the current project or program context as a ZIP file that can then be used when creating a new project or program. You must provide a name and select the objects, such as the folder structure and project plan, that will be included in the exported template.
Export to File
Export project or program information, such as documents and plan information into a ZIP file to be stored on your local system.
Delete
Mark the project or program as deleted. This action is available only to project or program managers and administrators. Although the information is not permanently erased from the database, it is still inaccessible to users. If a user attempts to access a deleted project or program (for instance, through the original email invitation), the status shows the project or program is deleted. If necessary, a deleted project or program can be restored by an organization administrator. Organization administrators can also perform other actions on deleted projects or programs. For more information, see the relevant organization administration documentation.
Restore
Undo the deletion of a project or program. This action is only available to organization administrators.
Remove Content
Remove content from a project or program that has been deleted so that the remaining project or program is as small as possible. Once the content is removed the project or program cannot be restarted. This action is only available to organization administrators for projects or programs that have been deleted.
Subscribe
Set up individuals or groups to receive email notifications when certain events or actions occur on the context or objects within the context. For more information about events, access the online help from the Subscribe or Edit Subscription windows.
Add to Favorites
Mark the project or program as a favorite. When you select Favorites from the View drop-down list on the Projects or Programs table, only those added to your favorites display.
Remove from Favorites
Clear the project or program from your favorites. When you select Favorites from the View drop-down list on the Projects or Programs table, only those added to your favorites display.
Convert to EPP
If you are running a classic project, converts that project to an EPP project
The release of Windchill 10.0 introduced Enhanced Project Plan (EPP) projects. Projects created in earlier Windchill releases are now referred to as “classic” projects. Starting with Windchill 10.0, classic project types are no longer available. However, users upgrading to the 10.0 release can continue to run classic projects, as well as create new projects from imported classic project templates.
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