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

Follow these steps:

  1. Open the project in Open Workbench.
  2. Click Save As in the application menu.
  3. Select Workbench Files (*.rmp) from the Save as type drop-down list.
  4. Select the Retain Lock check box and click Save.

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

  5. Select File, Close to close the project without saving changes to CA Clarity PPM.

More information:

Save New Projects to CA Clarity PPM