Altium Designer Documentation

Convert to Managed Project

Created: July 28, 2015 | Updated: June 16, 2017

The Convert to Managed Project dialog.
The Convert to Managed Project dialog.

Summary

The Convert to Managed Project dialog is used to convert a standard, non-managed project, into a Managed Project, which is then stored in a repository connected to your Altium Vault. The advantage of storing your design as a managed project is that you get the benefits of managing the design files under version control, without you needing to engage in the version control process. You can easily access, open, edit and save project documents, in a transparent way - with modifed files being checked in whenever you run the Save Managed Project command. 

Access

To access this dialog, right-click on a project in the Projects panel which has not yet been added to version control. Select Convert to Managed Project from the context menu. The command is only available if the installation of Altium Designer is currently signed in to an Altium Vault (DXP » Sign In Altium Vault).

Options/Controls

Click the Simple Mode or Advanced Mode button to toggle the dialog between the following modes:

  • Simple - enter the name and a description for the managed project, and click OK to convert it.
  • Advanced - as well entering the name and a description for the managed project, this mode includes controls to select and locate the repository, and to configure the working folder location.

The following options become available in Advanced Mode:

Managed Repository

These controls are used to select the repository that will holds the managed project, and to configure where the working copy is to be stored.

  • Repository - This drop-down will include all repositories currently connected to your Altium Vault. To add additional repositories, click the button to open the Preferences dialog at the Data Management - Design Repositories page.
  • Repository Path - The field on the left is a read-only field that shows the path to the selected repository. The field on the right is the name of the folder that will be created to store the managed project in - it will default to the same name as the project, enter a new name if required.
  • Working Copy Path - A read-only field that displays the current location of the working copy.
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