Setting general project options

You can specify the project name and description, allow users to log in to the project based on their license type, set workflow options, and enable stamping.

1. Choose Tools > Administration > Project Options.

The Project Options dialog box opens.

2. Select the General category.

3. Enter a Project name and Description. The name is displayed when users choose a project to log in to and in reports. The description is only displayed in the Project Options dialog box, but may be helpful to explain the purpose of the project for other administrators.

4. Select any Project Login options to provide users access to the issue, requirements, and test case management areas. If an option is not selected, users cannot work with the item types in that area.

5. Select any Workflow options.

  • Show inactive states and events in reports, filters, list windows, etc. displays inactive states and events in the Add/Edit Report dialog box, the filter Restrictions dialog box, and list window column shortcut menus.
  • Only show available events menus and toolbars only displays valid events that can be entered for the selected or open items in the Workflow menu and Workflow Events toolbar (Helix ALM Client only). Select this option if there are a large number of events in your workflow or you want to eliminate user confusion about the availability of invalid events.
  • Generate system comments when automation rules run automatically adds system comments for automation rules to items. System comments include information about actions performed by automation rules and the activity that caused the rules to run. System comments are available on the item Workflow and History tabs. System comments are also included in detail reports and the audit trail.

Note:  System comments take up additional storage space on the Helix ALM Server, which can result in slower performance. Disabling this option does not stop generating all system comments, such as comments for escalation rules marked to be applied once per item, but substantially decreases the number of comments saved to the server. System comments are never generated for escalation rules that recalculate field values.

6. Select Enable stamping to allow users to insert stamps in multi-line text fields, such as the item description. Stamps help users identify comments added to fields. See Inserting stamps in text fields.

Enter the Stamp format. You can enter any value or use the following field codes to automatically populate the stamp with current information when it is added.

  • %LGDT%—Current date using the long date format defined in the operating system
  • %SHDT%—Current date using the short date format defined in the operating system
  • %USNM%—User’s last name, first name, and middle initial defined in Helix ALM

Note:  To insert a field code in the Stamp Format field, select a code from the Available field codes list and click Insert.

7. Click OK to save the changes.