Get Started with Open Workbench › How to Set Up Open Workbench › Define Open Workbench General Options

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Define Open Workbench General Options

You can define default Open Workbench behavior, such as how window components are displayed and the location where you save files using the General tab on the Options dialog box.

Note: In most cases, you can override these defaults as needed for individual projects.

To define Open Workbench's general options

  1. Select "Preferences" from the application menu at the top left.

    The General tab on the Options dialog box opens.

  2. Complete the following fields:
    Show Tips at Startup

    Defines whether to show Open Workbench tips each time you start Open Workbench in the Tip of the Day dialog box.

    Default: Not selected

    Note: You can turn this feature off from the Tip of the Day dialog box.

    Display Status Bar

    Defines whether to display the status bar. The status bar displays at the bottom of the Open Workbench window. Messages regarding the commands you select or information you enter displays in the bar.

    Default: Selected

    View Shortcut Bar

    Defines whether to display the shortcut bar ("Library") in the Open Workbench window.

    Default: Selected

    Recent Project File List Contains

    Defines the number of recently-opened file names you want to appear in the list when you select File.

    Default: 4

    Default Project Format

    Defines the project format for your Open Workbench project.

    Default: *.RMP

    Options:

    • *.RMP. Defines the default project format as Open Workbench .rmp files.
    • *.XML. Defines the default project format as XML files.
    • CA Clarity PPM. Defines the default project format as CA Clarity PPM project files.
    Guideline URL

    Defines the default Uniform Resource Locator (URL) or the directory path where guidelines for your organization are located.

    Default: Cleared

  3. Define note categories.
  4. Define the currency used in calculations.
  5. Define the first week of the year.
  6. If you are using Open Workbench with CA Clarity PPM, specify that you want the Log on to CA Clarity PPM dialog box to appear each time you start Open Workbench.
  7. Click OK.

    The general options are saved and the Options dialog box closes.

More information:

How to Set Up Open Workbench

Define Open Workbench Default Options

Define Open Workbench File Location Options

Define Open Workbench WBS Level Labels

Define Open Workbench View Display Colors

Define Time Scales

How Project Data is Shared Globally Across Projects