Managing Projects

Helix ALM projects contain all the information your team tracks, including issues, test cases, test runs, requirements, requirement documents, security groups, users, customers, filters, test configurations, and workbook tasks. Projects are created on the Helix ALM Server and managed using the Helix ALM Server Admin Utility. See Creating Projects.

The Projects dialog box displays the Helix ALM native and RDBMS projects on the server. From this dialog box, you can create new projects or add, edit, remove, activate, and inactivate existing projects. You can also upgrade projects to the current version, convert Helix ALM native projects to RDBMS projects, and change RDBMS projects to use different databases.

To view the projects list, click Projects. You can also choose View > Projects.
To create a new project, click Create. See Creating native projects and Creating RDBMS projects. To create a project based on an existing project, select the project to use as the template and then click Create from Template. See Creating projects from templates.
To add an existing project, click Add Existing. See Adding existing Helix ALM native projects and Adding existing RDBMS projects.
To edit a project, select it and click Edit. See Editing project settings.
To inactivate or activate a project, select it and click Inactivate or Activate. See Inactivating and activating projects.
To upgrade a project to the current Helix ALM version, select it and click Upgrade. See Upgrading projects.
To convert a project to different database format, select it and click Convert. See Converting projects.
To reorder the projects list, select a project and click Top, Move Up, Move Down, or Bottom. If you have a large number of projects, you may want to reorder them so the most frequently used are displayed at the top of projects list in Helix ALM login dialog boxes.
To remove a project no longer in use, select it and click Remove. See Removing projects. You may also be able to permanently delete removed projects. See Deleting Helix ALM native projects and Deleting RDBMS projects.

Note: Back up projects frequently. Hard drive crashes or user error can result in the loss of important data. It is important to perform routine backups. See Backing up Helix ALM databases.