WorkspaceManager_Dlg-CreateProjectFormCreate Project (File Menu) _AD

Created: November 11, 2020 | Updated: November 12, 2020 | Applies to version: 3.2

Now reading version 3.2. For the latest, read: WorkspaceManager_Dlg-CreateProjectForm((Create Project (File Menu) ))_AD for version 5

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The Create Project dialog

Summary

The Create Project dialog is used to create a new project. Every design starts with a project file that stores project-level settings, such as links to each of the design documents within that project. As well as creating the new project file on the hard drive, this dialog supports adding the new project to version control or creating it as a managed project in your server or workspace.

The new project can be created:

As a managed project in an Altium NEXUS workspace.
As a managed project in a self-managed server.
In your version control system with a working copy in your preferred location.
In a folder on the local hard drive.

Access

The dialog is accessed by choosing File » New » Project from the main menus.

Options/Controls

Locations – this section allows you to choose the location of the project you want to open. The rightmost pane will display projects within the chosen location.

Select the target location of the project.

Creating a Managed Project Before Activating a Workspace

The Create Project dialog when no workspace has been activated.

Activate Workspace - use to open the Activate section of the Altium 365 Intro guide, from which you may activate an already existing workspace.

Creating a Managed Project in an Altium NEXUS Workspace or Self-Managed Server

The Create Project dialog when not signed in on the left and when signed in to a managed content server on the right.

If you are not currently signed in to your server, do so by clicking the corresponding button for the server in the main area of the dialog. All known self-managed servers will be listed in which you will be prompted to sign in using your server credentials unless Sign in Automatically has been enabled from your Sign In dialog. Alternatively, you can sign in to a different server using the Custom button. Remember that while it is possible to have connections to different servers (these are listed as Known Servers), you can only be actively signed into one managed content server through the software at a time. You can check which servers you are connected to from the Data Management - Servers page of the Preferences dialog.

Project Type - use to select the type and template of the project. All available templates are listed.
Project Name - a default name appears; enter a meaningful name for the project.
Description - enter a meaningful description of the project.
Enable Formal Version Control - allows multiple contributors to work on this project - enable this option to allow version control.
Parameters - use this region to add custom Parameters to the project as the project is being created. Project Parameters for a managed project are read-only and can be accessed on the Server Parameters tab of the Project Options dialog (Project » Project Options).
- Name - the name of the parameter.
- Value - the parameter's value.
- Add - click to add a parameter.
- - click to delete the selected parameter(s).

Creating a Project under Version Control

The Create Project dialog when creating a project under Version Control

Project Type - use to select the type and template of the project. All available templates are listed.
Project Name - a default name appears; enter a meaningful name for the project.
Repository - use the drop-down to display the connected repositories defined in the Data Management - Design Repositories page of the Preferences dialog. Click to open the Preferences dialog from where you can connect to a repository.
Repository Folder - enter a name for the folder of this project in the repository. Use to open the Choose Folder dialog in which you can navigate to and select the desired folder within the repository.
Local Storage - use to open a dialog in which you can browse to and select the desired local storage location.
Parameters - use this region to add custom Parameters to the project as the project is being created. Project Parameters for a version-controlled project can be accessed on the Parameters tab of the Project Options dialog (Project » Project Options).
- Name - the name of the parameter.
- Value - the parameter's value.
- Add - click to add a parameter.
- - click to delete the selected parameter(s).

Creating a Local Project

The Create Project dialog when creating a Local Project

Project Type - use to select the type and template of the project. All available templates are listed.
Project Name - a default name appears; enter a meaningful name for the project.
Folder - a default name appears; enter a meaningful name for the project. Use to open a dialog in which you can browse to and select the desired local folder.
Parameters - use this region to add custom Parameters to the project as the project is being created. Project Parameters for a local project can be accessed on the Parameters tab of the Project Options dialog (Project » Project Options).
- Name - the name of the parameter.
- Value - the parameter's value.
- Add - click to add a parameter.
- - click to delete the selected parameter(s).

Additional Controls

Create - click to create and save the project and associated files. The new project will be listed in the Projects panel.

When you click Create for a version-controlled or managed project, it will be added to the specified folder within the target repository then checked out to the local working folder defined in the Local Storage field.

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