Individual Projects

A list of individual projects is supplied under the Item Tracking Projects heading.  The list is sorted alphabetically in ascending order.  Clicking on the name of an individual project will display the project properties.  

To access the Item Tracking Projects page, click on Item Tracking Projects in the Vault Professional Admin Web Client.

The Item Tracking Projects table contains the following columns:

Project

Lists the names of all the projects in the database.

Description

A brief description of the project.

Active

A green check mark indicates the project is Active. All projects are initially active by default.

Allow External Submissions

A green check mark indicates the project allows external users to submit new Work Items.

Allow Public Items

A green check mark indicates the project allows users in Public Groups to view Work Items marked as "Public."

Modify

Click the pencil icon to modify the project properties.

Delete

Click the red "X" icon in the Delete column to delete the selected project.  Deleting a project will remove all items, categories, milestones and groups that are associated with that project. Deleting a project can not be undone.

Add

To add a Vault Professional work item project, click the Add button.

Adding / Editing Project Details

To add a Vault Professional work item project, click the Add button. Enter a Project Name and Description (optional) for the project.  External submissions can be allowed for the project by checking the Allow External Submissions checkbox. To enable Public Items, click the appropriate checkbox.  Click Save to submit the form. Project names can contain any characters except for ‘<’ and ‘>’.

When a project is creted it will appear on the Server Home page for any user who has read access to the project.

Click Cancel to return to the Projects page.

Active

If checked, this project is active and available for use.

Allow External Submissions

When this option is enabled, each project’s item tracking section will include an External Add page. If you provide users with the URL for the External Add Item page, users not in the Vault Professional system can use the form to add Work Items to Vault Professional.

When a user not in the Vault Professional system adds a Work Item, "external-user" will be entered for the reporter value.

Enable Public Items

This feature allows you to restrict access to work items marked as "Public." For instance, you may want certain users to see bugs reported by customers, but not bugs discovered by QA during testing.

First, create one or more groups in the <Repository name>-> Groups section. Choose whether the group can see "Private and Public Items" or only "Public Items" from the Item Access dropdown. Then in the Modify Project form, enable Public Items for this project by checking the Enable Public Items checkbox. Checking the Enable Public Items checkbox will enable the Group settings for this Project in the Modify Project form.

After Enable Public Items has been checked, the Add or Modify Item form for that project will display a checkbox for Access Type. Check the Make Public checkbox to make the work item Public.

Users who are members of the groups in the Public Items Only list will only have access to items marked "public" for the current project. Users who are members of Groups listed in the Private and Public Items list will have access to all items, both "private" and "public". If a user is a member of both a Public Items Only group and a Private and Public Items group, that user will only have access to "public" items.

Project security still applies to the Public and Public/Private groups. For example if a Public Items only group has read only access to a project, members of that group will have read only access to items marked "public". If a Private and Public Items group has read only access to project members of that group will have read only access to all items.

If public items are not enabled for a project, all items added will be "private" and all users will have access to the all items based on the project security settings.

Note

This option will only be available once Item Tracking Groups have been created.