Solutions

OVERVIEW

Users with admin access in Orcanos have the ability to create new Solutions. The solution acts as a parent entity within Orcanos, capable of containing multiple child projects.

For instance, a Medical Device product would be represented as a Solution, with various projects nested underneath it to facilitate the product development process.

HOW TO CREATE A NEW SOLUTION

To create a Solution, a user has to follow simple steps mentioned below

• Select Solutions in Projects & Solutions under Admin. Solutions Page with the list of Solutions is displayed.
• Click Add Icon at the bottom right side of the page
• Solution details page is displayed with the following Fields is displayed:
  • Project Name: Enter the Name of the Solution in the Project Name field which the user wants to input.
  • Is Solution: By Default Is Solution checkbox should be checked.
  • Start Date: Select the Start Date to Start Solution from the date picker(Calendar).
  • Due Date: Select the Due Date from the date picker(Calendar).
  • Major Version: Enter the Major Version of the Solution in the Major Version field.
  • Minor Version: Enter the minor version of the Solution in the Minor Version field.
  • Project Manager: Select the corresponding Project Manager from the Project Manager drop down list.
  • Allow Single Login: This field is disabled. So basically, it’s not applicable in the Solution.
  • Allow Branch on Change: To allow branch on change, check the Allow Branch on Change checkbox. If a solution has more than 1 versions then the user can branch the lower version item to a higher version.
  • Version: This option displays the version number on items in the product tree. By Default, Display Version on Tree View option is checked, user can uncheck it.
    • Display Version on Tree View checked: under this option when checked, a display of the different available Version Digits is listed directly below it. Based on the checked options, the solution versions will be displayed aside the items in the Product tree.
    • Display Version on Tree View unchecked: The Version Digits will not be displayed. The Allow Branch on Change checkbox also gets disabled. Additionally, the Versions tab within the selected Solution will not be displayed.
  • Display Version Digits: Its displayed only when Display Version on Tree View checkbox is checked. User can select the required check boxes in the field.
    • Major – Displays the major version aside the project name. By default, it’s selected.
    • Minor – Displays the minor version aside the project name. By default, it’s selected.
    • Release – Displays the release version aside the project name
    • Build – Displays the build number aside the project name

For Existing Solutions with more than one version, Display Version on Tree View checkbox is checked and cannot be unchecked.

• Description: User can input about the Solution and its description in this field.
• Save: Clicking on Save button creates the Solution successfully.

To know about how to add Projects in a Solution, please refer to the link – Add/remove projects from solution 

HOW TO ADD THE GROUP

• Select the user on the Users page in Users & Groups under Admin Menu
• Select the Groups Tab
• Click on the Connect to group Hyperlink.
• Connect to group Pop-up is displayed.
• Select the Group from the dropdown list
• Press Save Button.

HOW TO ADD USERS INTO SOLUTION

Once the user is connected to the Group. Now we can add that user to the Solution.

• Select Solutions in Projects & Solutions under Admin.
• Select the Existing Solution and move to the Users Tab
• Click on Add Icon at the Bottom right side of the Page
• Add Users popup window is opened and User can select User and their related Group from there
• Press Save button.

On login with the User, User can see the related Solution in the Choose Project dropdown list