How Changing Process Models Affects Open and Closed Projects

Process Definition

You can change the class, but only to one that uses the same process type. For example, you can change a gated model to be associated with another gated class, but cannot change a gated model to be non-gated.

Any changes to class details, such as reason lists and icons, are applied to both open and closed projects.

Applied only to projects created after the change.

Deactivating a model prevents the model from being used to create new projects, but has no effect on project's that use the model.

Applied only to projects created after the change.

Applied to all open projects.

Applied only to projects created after the change.

Applied only to idea models. Applied only to projects created after the change.

Applied only to idea models. Applied only to projects created after the change.

Stages*

Applied to current and future stages.

Applied to current and future stages.

Gates*

Applied to current and future gates.

Applied to current and future gates.

Applied to current and future gates as appropriate.

Applied to current and future gates.

Applied to future gates. Changes made do not impact past and current gates in existing projects.

Applied to all projects using the model.

Applied to current and future gates. The current and future gate decisions in existing projects are updated only when the metric values in the project are updated and match the new rules and conditions defined for the gate decision. Accolade does not reevaluate existing metric values if the model changes.

Applied to current and future gates.

Applied to current and future gates.

Changes to the Enforce function on user selection option applies the next time a user selects a gatekeeper for the gate. If the gatekeeper assigned at the time of the change does not match the function, the gatekeeper is not removed from the gate.

Gate Documents

Applied to current and future gates as appropriate.

Deleted documents are removed from current and future gates in open projects unless the document has a saved version within the project.

Changes to the document name are applied to current and future gates in open projects unless the document has a saved version within the project. Saved document versions do not change. All other changes display in current and future gates in open projects, whether the document has a saved version or not.

Applied to current and future gates.

Applied to current and future gates.

Changes to the document template are applied to current and future gates in open projects. Existing versions are not updated.

Applied to current and future gates.

Deliverables and Activities

Applied to open projects in any stage to which they are added. Functions of added deliverables or activities are reflected in the project's Team page if they were not there before.

Deleted documents are removed unless the deliverable or activity has a saved version within the project stage. However, If an activity with a saved version belongs to a deliverable that is deleted, deleting the deliverable in the model also deletes the activity and its versions. Functions assigned to removed deliverables and activities are also removed from the project's Team page.

If a deliverable with a saved version must be deleted or modified, the assigned owner or the Project Manager can delete the versions in the project before the model is changed. The deliverable must be set as deletable within the model.

Changes to the document name are applied in open projects unless the document has a saved version within the project.

If a deliverable or activity has an assigned resource, the changes to the name of the deliverable or activity in the comment for the demand row in Resource Editor is not updated until a separate action updates the demand row (for example, an owner or resource change).

Changes apply to unlocked stages in open projects. If a function is changed, the new function is added to the project's Team page. Changes to functions display on the project's Stages page if the deliverable or activity does not have an assigned owner.

Changes to the Enforce function on user selection option applies the next time a user selects an owner for the deliverable or activity. If the owner assigned at the time of the change does not match the function, the owner is not removed from the assignment.

Hides or shows the deliverable or activity in all stages.

Shows the deliverable or activity in all stages.

Changes to the access definitions are applied to deliverable and activities without versions in open projects. If a deliverable or activity in an open project has one or more versions, the new access definitions are not applied to that deliverable or activity.

Changes to the document template are applied in open projects. Existing versions are not updated.

Adding a workflow in the model to an existing deliverable or activity applies the workflow in open projects, even if a document version has been saved.

Selecting a different workflow changes the workflow in an open project if the workflow is stopped.

Removing a workflow removes the workflow from open projects if the workflow in the project is stopped and has no history.

Changing the Activity Locking setting applies unless the deliverable is in a workflow. The change is applied when the workflow is finished.

Changes to the workflow template are applied in open projects with uncompleted deliverable or activities. .

Changes to the Publish On Upload setting are applied to deliverables and activities in open projects for versions uploaded after the setting is changed. Existing versions are not updated. For closed projects, activities added to deliverables in projects, and deleted deliverables or activities, the Default New Versions to Published system parameter serves as the default publish setting.

Applied only to projects created after the change.

Pages

Hides or shows the project page in all open projects.

Shows the project page in all open projects.

Metrics

Metric values are removed from open projects, and the metric is removed from any location where it displays in both open and closed projects. Metric values that were set in closed projects remain, and are available for reporting purposes.

To deactivate or hide a metric in a project while retaining its history, see Removing and Deactivating Metrics.

Matrices

Enables the matrix regardless of whether a version of a Smart Excel template has been saved.

Disables the matrix regardless of whether a version of a Smart Excel template has been saved.

Dependencies

After adding or deleting a dependency to an existing deliverable or activity in the model, the user can determine what open projects the dependency is applied to. If Push Dependencies is clicked, the changes will be pushed to all open projects and will override existing project settings. If not, the changes will be applied only to projects created after the change.

Security

Applied only to new projects created using the model after the change is made.

Applied only to idea models. Applied only to projects created after the change.

If an existing project is now in an invalid access group based on the changes to the model, it remains there until a Process Manager or Idea Manager with Manage Process rights edits the project details and selects a valid access group.

Reports