Add Configuration Item

To Add a Configuration Item

Using the mouse, click the Add button on the tab toolbar

The Configuration Item Popup Editor will now be displayed:

The Editor is divided into the following Three sections:

The Item Information Panel

contains peripheral information about the item and the following fields are available for completion:

Project: The project for which the CI belongs:

Created By: Enter the originator of the CI

Current Status: Select the Current Status of the CI from the drop down box

CI Type: Select the CI Type from the drop down box

Creation Date: Enter date the CI was created

[Tip] For all date fields, you can simply double click the box to enter today's date.

Discipline: Select the Discipline for which the CI belongs from the drop down box

Priority: Select a priority for the CI from the drop down box

Created With: Select the program used to create the CI from the drop down box

Subject: Enter a single line of text that best describes the defect

Reference: The reference number automatically generated by project assistant.

Note 1:

Do not edit this directly, To adjust the reference number, use the spin button marked "Change Number" to ther desired number.

Note 2:

When the editor information is saved, the reference number allocated will be checked one more time before being committed, if the reference number is now being used, then the number will be adjusted up accordingly. This can happen when an editor is open for a long time without being saved and another instance of Project Assistant add a new record while the editor is open.

The File Details Panel

This panel contains all the necessary file location information about the item. To enter the file information click the folder browse button as shown below:

Use the File Open Dialogue box to navigate to the CI file.

Your selected file will be displayed on the File Details Panel.

When you have added the file details you can then add a subject field.

The Details Tabbed Panel

The tabbed workbook contains the following two tabs:

Item Details Tab:

This section Contains a free form editor where you can record all the details of the configuration item

Environment Tab:

This section contains information regarding the development environment of the CI

Operating System: Select the OS of the system being tested

Service Pack: Enter any service pack information

Click Save

When you have entered all your information, then simply click the Save and Close button and the CI will be added and be visible to all users.