Manage Projects › Manage CA Clarity PPM Projects using Open Workbench › About CA Clarity PPM Project Locks › Close Projects and Hold the Lock

Close Projects and Hold the Lock

If you are using Open Workbench with CA Clarity PPM, you can hold a lock when saving a project by saving it as a new project. You can also hold a lock by closing the project without saving it to CA Clarity PPM, and saving it locally as an Open Workbench file.

You can close the project and hold the lock using the Save As dialog box. The name of the CA Clarity PPM server that hosts the project displays in the CA Clarity PPM Host field.

To close the project and hold the lock

1. With the project open in Open Workbench, select Save As from the application menu at the top left corner of the window.

   The Save As dialog box opens.

2. Complete the following fields, and click Save:

   Save as type

   Defines the type of file you want to save the project.

   Values:

   • Workbench files (*.rmp). Saves the project to your computer or network as an Open Workbench .rmp project file.
   • CA Clarity PPM Projects. Saves the project to CA Clarity PPM.
   • XML Files (*.xml). Saves the project to you computer or network as an XML file.

   Select Workbench Files (*.rmp).

   Retain Lock

   Specifies whether or not to hold the lock or unlock the project when saving it to your computer or network.

   Note: This check box is displayed when you choose Open Workbench or XML from the Save Type As drop-down.

   Select this box.

   The Save As dialog box closes.

3. Select File, Close.

   The project closes without saving changes to CA Clarity PPM.

More information:

Save New Projects to CA Clarity PPM