Altium Designer Documentation

Convert to Managed Project

Created: October 4, 2016 | Updated: June 16, 2017
Now reading version 17.0. For the latest, read: for version 21

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 needing to engage in the version control process. You can easily access, open, edit, and save project documents in a transparent way - with modified 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 that has not yet been added to version control then select Convert to Managed Project from the context menu. The Convert to Managed Project 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

Simple Mode

  • Project Name - this is the name of the project.
  • Description - enter the desired description of the project.
  • Advanced Mode - click to access the advanced version of the dialog that includes controls to select and locate the repository and to configure the working folder and vault folder.

Advanced Mode

Managed Repository

  • Repository - use the drop-down to select the desired repository. The drop-down includes all repositories currently connected to your Altium Vault. To add additional repositories, click the button to open the Data Management - Design Repositories page of the Preferences dialog.
  • Repository Path - the path field is read-only and shows the path to the selected repository. The field on the right is the name of the folder that will be created in which the managed project will be stored. It will default to the same name as the project. Enter a new name if desired.
  • Working Copy Path - this is a read-only field that displays the current location of the working copy.
  • Vault Folder - this is the name of the Vault folder where the managed project will reside. Enter the desired name or click  to open the Choose Folder dialog from where you can choose the desired Vault folder.
  • Simple Mode - click to access the simple version of the dialog.

 

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