You can update projects with Active or Inactive Gates setups. The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.
Notes:
About updating Gates setups:
- The Gates setup update will completely overwrite any existing Gates setup, or will be added if it did not previously exist.
- Previously scheduled Gates runs are overwritten by the new Gates setup. If the pushed setup is Active new scheduled Gates runs are scheduled according to the schedule in the new setup.
- Both Inactive and Active Gates setups can be pushed in the update.
- After update the Gates setup reflects the status of the template.
- After the update, the Current Phase in the Gates setup is reset to the First Phase.
- After the update, the Gates projects will not run the scheduled refresh if the project is On-Hold. Gates scheduling will resume automatically when the project becomes Active.
- If you have permission to create Gates setups, you can update Gates setups using Update Project, even if you do not have permission to access the individual projects.
- Users and groups specified in the Email Notification field are added if they do not exist.
- Newly-created groups are empty.
To update Gates setups using Update Project
- Go to the Company Workspace tab and switch to admin mode.
- Click Templates > Projects (Standard) in the left Navigator. Open the project template to update.
- In the project template, click Setup and select Gates.
- Select a Gates setup.
- Click Update Projects and choose one of the following:
- Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.
- All Projects: updates all active and on-hold projects.
- History: allows you to view the update history from past updates or cancel a request before the update begins.
An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.
- Click Yes if you want to proceed with the update, or No to cancel.