Get Started with Open Workbench › How to Set Up Open Workbench

How to Set Up Open Workbench

You can specify the default Open Workbench program preferences and project default options. Program preferences determine how Open Workbench behaves each time you start it, while project default options impact project settings, such as default directory locations and the default dependency type automatically assigned when you create dependency relationships. Every Open Workbench project you create uses these defaults unless you specify otherwise.

Use the tabs on the Options dialog box define your preferences. To open the Options dialog box, select the application menu in the top left corner, then "Preferences".

Note: Some Open Workbench dialog boxes allow you to override the default settings you define on the Defaults tab and general settings you define on the General tab. The changes you make in dialog boxes are automatically saved with your project and override the program defaults when you open the project.

Use the following process to specify program and project default preferences and you are setting up Open Workbench for the first time:

1. Define the general options:
   1. If you are using Open Workbench with CA Clarity PPM, specify the Log on to Server option.
   2. Define the currency used in calculations.
   3. Define the first week of the year.
2. Define the default options:
   1. Define the assignment options.
   2. Define the dependency options.
   3. Define the percent complete value.
3. Define the file location options.
4. Define the WBS level labels.
5. Define the view display colors.
6. Define the time scales.