Getting Started › How to Set Up Open Workbench › Define the General Options

Define the General Options

You can define the default behavior of the application, such as, how the window components are displayed and the location where you save files. To define the default behavior, use the General tab of the Options dialog.

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

Follow these steps:

1. Click Preferences in the application menu.
2. Complete the fields in the General tab. The following fields require explanation:

   Show Tips at Startup

   Indicates whether to show tips in the Tip of the Day dialog each time you start the application.

   Default: Not selected

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

   Display Status Bar

   Indicates whether to display the status bar. Messages regarding commands that you select or information you enter displays in the bar.

   Default: Selected

   Log on to server

   Specifies that you want the Log on to CA Clarity PPM dialog to open each time you launch Open Workbench, if you are using Open Workbench with CA Clarity PPM.

   View Shortcut Bar

   Indicates whether to display the shortcut bar Library in the application window.

   Default: Selected

   Recent Project File List Contains

   Defines the number of recently opened file names 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

   Values:

   • *.RMP - Open Workbench .rmp files.
   • *.XML - XML files.
   • CA Clarity PPM - CA Clarity PPM project files.

   First Week of Year

   Defines the first week of the year. For any selection other than User Locale, you must view your project in a time-scaled view that has a scale set to Weekly. Select Show Week Number to display the week number in the heading for each time period.

   Default: User Locale

   Values:

   • User Locale - default selection.
   • First Week Contains 1/1. This selection includes January 1 in Week 1.
   • First Full Week After 1/1. This selection does not include January 1 in Week 1, but starts the following week.
   • ISO. Based on the ISO calendar, this selection displays 53 weeks in a year, instead of the default 52 weeks.

   Default Currency

   Defines the currency code that is used in calculations. You can convert any Euro-based currency entry to the equivalent amount in another Euro-based currency. When you change from one base currency to another, the entries in Open Workbench do not convert. Conversions only occur for display purposes.

   Default: USD

   Note: When using USD (United States Dollars), you cannot convert the currency entries to another currency.

   Warn When Reading or Writing Different Currencies

   Displays a warning message on opening a project that uses different currency settings from the base currency, when selected.

   Default: Selected

   Guideline URL

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

   Default: Cleared

   Note Categories

   Define the note categories that you use to group project and task notes.

3. Click OK.

More information:

How to Set Up Open Workbench

Define the Default Options

Define the File Location

Define the WBS Level Labels

Define the View Display Colors

Define the Time Scales

How is Project Data Shared Globally Across Projects