Promoting Members
 
si promote
Promotion is the process of managing data as it moves through a structured development cycle. Each phase is represented by states that are defined by the administrator. Project members can also be demoted to a predefined lower state.
For example, Patrick the project manager is notified that the ABC Financial Toolkit has reached code freeze. He promotes the project and members to Testing and notifies Quality Assurance that they can begin final testing of the toolkit.
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Promoting members is for historical purposes only. To control member workflow more effectively, PTC recommends you use PTC RV&S.
At particular milestones, project members are ready to move to the next stage of their development cycle (for example, from Development to Test). If no state system is defined, a default value of Exp (Experimental) is assigned to all revisions.
Interface
Procedure
GUI
Select Member > Properties > Promote. In the Promote Member dialog box, select a new state from the Promote to State list.
Web
Select Member > Promote. In the Promote Member dialog box, select a new state from the Promote to State list.
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