Project Right-Click Menu

Projects Node

The right-click menu can be accessed by right-clicking the Projects node.

Command Description New Project... Displays an empty Project Properties Window (see Project Properties Window), allowing the user to create a new Project. New Folder... Creates new Project Folder, where Projects can be stored. Synchronize PB Projects Synchronizes the list of packages for PB Projects to match the contents of Process Builder based on the corresponding PB Project definition and recreates them in GPM. To learn more about PB Projects, see Process Builder Help. Refresh Updates the list of Projects displayed in the View Pane.

Console Tree Workspace

The right-click menu can be accessed by right-clicking the Project when a Project is already opened.

Command Description Synchronize PB Project Synchronizes the selected package for a PB Project to match the contents of Process Builder based on the corresponding PB Project definition and recreates it in GPM. To learn more about PB Projects, see Process Builder Help. Generate Latest Changes... Generates a package that contains only items that have been changed or added since the last package generation (see Generating a Package). Generate All Changes... Generates a package that contains only the items that have been changed or added since the Generate Everything option was used (see Generating a Package). Generate Everything... Generates a package that contains all of the Project items (see Generating a Package). Generate Latest and Send… Executes the Generate Latest Changes option and launches the Package Wizard, which guides you through the process of sending the package to another server (see How to Generate a Package and Send it to Another Server). Generate Latest and Save As… Executes the Generate Latest Changes option and launches the Package Wizard where you can save the Package either locally or on a server (see How to Generate a Package and Save it to the Folder on the Client and How to Generate a Package and Save it to the Folder on the Server). Duplicate Opens the Duplicate Project Window where you can create a duplicate of the selected Project. Merge In… Enables you to add contents from another Project to the selected Project (see Merge in a Project). Detect Changes Detects changes (status changes, deletions, additions, etc.) to Project items. Detect changes is automatically invoked before Package generation. It may take 60 seconds to see the newly added assemblies during Project editing (that were missing in the Project) after using the detect changes option. To abort change detection, go to Package Actions ► Executing, right-click the relevant process, and choose Abort. Add... Opens the Add Item Wizard to guide you through the process of adding new items to the Project. Delete Deletes the Project. If there are actions running or queued for the Project, it cannot be deleted. Refresh Refreshes the contents of the View Pane. Properties Displays the Project Properties Window, where you can view and modify the Project's properties and contents. This is also the default behavior when double-clicking a Project.

Projects Content View Pane

The right-click menu can be accessed by right-clicking a Project in the list of Projects in the View Pane.

Command Description Open Opens a selected Project. New Project… Displays an empty Project Properties Window (see Project Properties Window) allowing user to create a new Project. New Folder… Creates new Project Folder, where Projects can be stored Synchronize PB Project Synchronizes the selected package for a PB Project to match the contents of Process Builder based on the corresponding PB Project definition and recreates it in GPM. To learn more about PB Projects, see Process Builder Help. Generate Latest Changes... Generates a package that contains only items that have been changed or added since the last package generation (see Generating a Package). Generate All Changes... Generates a package that contains only the items that have been changed or added since the Generate Everything option was used (see Generating a Package). Generate Everything... Generates a package that contains all of the Project items (see Generating a Package). Generate Latest and Send… Executes the Generate Latest Changes option and launches the Package Wizard, which guides you through the process of sending the package to another server (see How to Generate a Package and Send it to Another Server). Generate Latest and Save As… Executes the Generate Latest Changes option and launches the Package Wizard where you can save the Package either locally or on a server (see How to Generate a Package and Save it to the Folder on the Client and How to Generate a Package and Save it to the Folder on the Server). Duplicate Opens the Duplicate Project Window where you can create a duplicate of the selected Project. Merge In… Enables you to add contents from another Project to the selected Project (see Merge in a Project). Delete Deletes the Project. If there are actions running or queued for the Project, it cannot be deleted. Refresh Refreshes the contents of the View Pane. Properties Displays the Project Properties Window, where you can view and modify the Project's properties and contents. This is also the default behavior when double-clicking a Project.

The above commands are also accessible from the Action Menu.