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Project Tab

The Project tab contains commands related to creating projects and working with the project properties. Unless otherwise indicated, these commands apply to the project that is currently selected in the Project Manager. There are three ways to select a project and apply a command:

By right-clicking the project in the Project Manager and choosing the command from the shortcut menu.
By selecting the project in the Project Manager and then clicking the command on the Ribbon.
By clicking anywhere inside the project that is currently open/visible and then clicking the command on the Ribbon.

Management

Create Project adds a new project to the current database. At a minimum, you must specify the project name.

Open Project opens the selected project.

Close Project closes the project that is currently open/visible and all of the analyses it contains.

Duplicate Project creates a copy of the selected project. The new project will have the same name as the original with an increment number added to the end (e.g., Project_1, Project_2, etc.).

Delete Project deletes the selected project. There is no undo for delete.

Transfer Project allows you to create a new project with data transferred from the project that is selected in the Project Manager. This might be used, for example, to create a new process FMEA with data transferred from an existing design FMEA.

Edit Project Properties allows you to view and edit the properties of the selected project.

Manage Projects opens the Manage Projects Window, which allows you to edit security settings and properties of all projects in the database in one location

Import/Export gives you the option to open either the Import or Export wizard. The Import wizard allows you to import projects, resources or items from an existing database into the current database, while the Export wizard allows you to export to a new or existing database. See Importing and Exporting.

Configurable Settings

- Interface Style opens the Project Interface Style window.
- RD Questions opens the Risk Discovery Questions window where you can change the Risk Discovery questions used in this project.
- RD Ratings opens the Risk Discovery Ratings window where you can change the Risk Discovery ratings used in this project
- Severity opens the Ratings Scales window where you can change the severity ratings used in this project.
- Occurrence opens the Ratings Scales window where you can change the occurrence ratings used in this project.
- Detection opens the Ratings Scales window where you can change the detection ratings used in this project.
- Severity Class opens the Ratings Scales window where you can change the severity class ratings used in this project.
- Failure Probabilities opens the Ratings Scales window where you can change the failure probability ratings used in this project.
- FEC Logic opens the FEC Logic window where you can change the failure effect categorization (FEC) logic values used in this project.
- Task Logic opens the Task Logic window where you can change the task selection questions used in this project.

Project Baselines gives you the option to create or restore project baselines, which are exact replicas of the project at a particular point in time (i.e., backups). To create a baseline for the selected project, use the Create Baseline command. To restore all data from an existing baseline, use the Restore Baseline command. See Project Baselines.

Check In/Out allows you to check out the selected project and make it available for editing only to you, while all other users in the database have read-only access to the project. No other user can edit the project unless you check in the project or undo the check out.

E-mail Project

Pack and E-mail compresses a copy of the selected project to a *.rsgz file and attaches it to a new e-mail message. If no e-mail program is installed or no default e-mail program is defined on the computer, a message notifying you of this will be shown.

Security

Lock Project moves the project into the Locked heading of the project list. When a project is locked, all database users (including the user who locked the project) will have read-only access to the project. In addition, a locked project cannot be deleted or have its properties and public/private status edited. To unlock a project, choose Unlock Project. See also Lock and Unlock project.

Make Private moves the project into the Private heading of the Project Manager. To move a private project to the Public heading, choose Make Public. See also Private and Public projects.

Change Owner allows you to assign a different database user to be the owner for the selected project.

Project Security opens the Project Properties window with the Security tab active, where you can specify the user accounts that can view/modify the selected project. This command is available only for public projects in secure databases.

Synthesis

Attachments adds linked or attached files to the selected project.

Resource Manager opens the Resource Manager window, which allows you to view and edit all of the resources (URDs, models, tasks, etc.) available to the selected project.

Task Packaging opens the Scheduled Task Packaging window, which allows you to group tasks into task packages for the most efficient allocation of resources and downtime management.