Proficy Change Management Procedures

Change Management procedures can be initiated through Workbench menus and toolbar buttons.

Important: If you are using mapped drives to remotely configure a project Change Management requires a share that is at least one folder level above the actual project. folder.

Change Management menus.

Change Management toolbar buttons.

Change Management menus

Use one of the following.

Project/Computer Popup

Managed File Popup

Project/Computer Menu

Workbench File Menu

  1. Right-click Project or Computer in the Workbench left pane.

  2. Select Manage on the Popup menu.

  1. Select one of the following in the Workbench left pane.

Project>Managed files

Computer>Managed files

  1. Right-click a file in the Workbench right pane.

Click one of the following on the Workbench menu bar.

Computer>Manage.

Project>Manage.

Click:

Fetch project

1

Log On

2

Log Off

3

Get Latest Version

4

Check Out

5

Check In

6

Undo Check Out

7

Refresh

8

Label

9

show History

10

Add

11

Destroy

12

Check Out Status

13

Fetch Project

Change Management toolbar buttons

Workbench General Toolbar

Manage Toolbar

Workbench General Toolbar

Change Management buttons on the Workbench General toolbar are as follows.

Opens the Computer Properties dialog box.

Opens the Project Properties dialog box.

Manage Toolbar

The Workbench Manage toolbar provides buttons to quickly check out or check in Computer or Project managed files.

CIMPLICITY project checkout.

CIMPLICITY project check in.

Computer project checkout.

Computer project check in.

Animated button that turns to indicate when Change Management is working on a task.

More information

About Proficy Change Management.