Creating Projects

You can create new projects only if your user account is assigned a user role which has been assigned the necessary permissions in the system permissions configuration. Administrator roles always have this permission. Other roles depend on the system configuration for permissions. If your system is configured to support multiple repositories, you must have the necessary permissions for the repository that will host the new project. If you need to create a new project and are not able to do so, contact your Polarion administrator to review your permissions.

There are 2 basic scenarios for creating a project:

This topic explains how to create a new project from a Project Template. For procedures explaining how to create projects from an existing repository folder, see Administrator's Guide: Creating & Managing Projects: Project Administration.

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If you have project create permissions, you can begin creating a new project in the current repository. In the Actions of the Open Project menu (click on the name of the current project to access it), choose Create New Project. The menu item only appears if you have the necessary permissions.

Creating a New Project From a Template

Polarion products come with different sets of Project Templates. These range from a completely "empty" project with just basic Work Item types and placeholder wiki content, to projects pre-configured especially for requirements management, Agile development, test management or system engineering. These templates contain key artifacts such as specification documents and reports already created, as well as Work Items types and views, and workflow pre-configured and suitable for most projects of the type for which the Project Template was designed.

The list of available Project Templates is documented in the User Reference: Create New Project Dialog, Templates Screen . The default templates provided with your product(s) should be suitable for most projects. However, it is possible to customize, or make customized copies of any Project Template. For more information, see Administrator's Guide: Customizing Project Templates.

To create a new project from a Project Template:

  1. While logged in to Polarion, click the drop-down symbol next to the repository or project name and in the Actions section of the menu, click Create New Project. (If this menu item does not appear, it means you do not have permissions for creating new projects. Contact a Polarion administrator to discuss change of permissions.)

    The Create New Project dialog appears.

    Figure 2.2. New Project

    New Project

    Starting a new project

  2. On the first screen (Basics) fill in the fields as follows:

    • ID: Enter a unique identifier for the project. Acceptable characters: a-z, A-Z, 0-9, underscore, dash, and period.

      As you type the ID string, your entry is suggested as the name for the project's folder in the repository in the Location field.

    • Location: This is where you specify the path and name of the root folder of the new project ("project folder"), to be created in the repository.

      By default, the project folder is created under the repo folder. (You can see this when you look at URL). If you want to create the project under a different folder, you can either type in a path to the parent folder, if you know it, or use the icon to launch the SVN Picker dialog in which you can browse the repository folders and select one as the parent location for the new project.

      Note that any value you type for the path must be valid for use in a Subversion repository path. The URL label shows the full project path for the new project as a repository URL.

      Note

      The Location and ID fields may be pre-filled to a default value if system properties are so configured.

    • Enter a few characters in the Tracker Prefix field. This value will be prefixed to the system-generated IDs of all new Work Items in the project.

      IMPORTANT: Specify a unique value that is not used in any other project in order to avoid the possibility of revisions getting linked to the wrong Work Item when an ID is referenced in commit messages in an external Subversion client (many developers do this to link their commits to their tasks in Polarion).

      For example, if your project is named "DrivePilot", you might enter DP as the Work Item prefix. The project's Work Items will then have IDs like DP-279. If project DrivePilot exists in your system, and you create a new project "DrivePal", you should not specify DP as the Tracker Prefix for DrivePal. If you do, then there could be two Work Items in the system with DP-3 as the ID. If a developer references "DP-3" in a commit message in an external SVN client, the revision will be linked to the first Work Item found by the system having that ID, which may or may not be the right one.

      In this case you might specify a value like DPAL, giving DrivePal items IDs like DPAL-42.

  3. Click the Next button. The Template wizard screen appears:

    Figure 2.3. New Project Template

    New Project Template

    Selecting a template for the new project. List may differ depending on the product license you are using.

  4. Select a template from the list of existing Project Templates. For information about the standard templates that come with Polarion, see User Reference: Project Templates: Templates Screen.

  5. Click the Next button. The Summary wizard screen appears showing the project parameters you have selected. If you want to make any changes, click the Previous button.

    When you are satisfied with the summary, click the Next button to create the project in the Repository. The Creation screen appears showing a processing indicator. The time required to create the project depends on the content of the template and the current load on the server. A complex project may take several minutes to create.

    When the process is finished, and the Creation screen displays Project created, click Next. The Details screen appears.

  6. Edit any of the available project details as desired. For information on the fields, see User Reference: Create New Project Dialog: Details Screen.

    Click the Finish button to complete the procedure.

Once created, the project's details can be edited in the Administration interface. See topic: Modifying Existing Project Properties.

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Sometime you may try to create a project using the same repository location as a former project that has been deleted. Even after deletion, the settings for the location are preserved in the access control file of the repository (the SVN access file). If you try to create a project in such a location, Polarion warns you and offers the possibility to overwrite the old settings with new ones. You should follow your Polarion administrator's policy on such overwrites.

Populating a New Project from MS Project

Polarion supports importing tasks from Microsoft Project to create Work Items in Polarion. For information, see User Guide: Appendix: Importing from Microsoft Project.