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New WINDEV, WEBDEV, WINDEV Mobile 25 feature!
  • Overview
  • How to create a project portfolio?
  • Creating a project portfolio
  • Possible actions on a project portfolio
  • Overview
  • Add a project to a portfolio
  • Modify the description of a project portfolio
  • Remove a project from the project portfolio
  • Delete a project portfolio
  • Possible actions on projects in a project portfolio
  • Overview
  • Create a branch for all projects
  • Recompile all projects
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Stored procedures
Overview
From version 25, you can create "project portfolios".
A project portfolio is a set of logically grouped projects.
These projects often have functional links: they share components, classes, sets of procedures, ...
A project portfolio allows you to perform actions on the entire portfolio, such as:
  • recompilation in new version,
  • branch creation,
  • ...
No more repetitive actions when changing from one version to another or during a Sprint!
How to create a project portfolio?

Creating a project portfolio

To create a project portfolio:
  1. Open the home page (Ctrl + <).
  2. Click "Open a project".
  3. Open the popup menu of "Pinned projects" and select "Add a portfolio".
  4. In the window that appears, specify:
    Creating a portfolio
    • The name of the project portfolio.
    • The icon associated with the project portfolio. This icon is 32 x 32 in size. This icon can be selected via Select image in the image catalog, in a directory or via the project gallery.
  5. Validate. The project portfolio is created. It appears in the list of projects on the home page. The popup menu of the project portfolio allows you to apply several possible actions on it.
Remark: Project portfolios can also be created and managed via the "Recent and pinned projects" pane.
  • To display "Recent and pinned projects", on the "Home" pane, in the "Environment" group, expand "Panes" and select "Recent and pinned projects".
  • To create a project portfolio, you can use:
    • the popup menu of "Pinned projects".
    • the icon.
Possible actions on a project portfolio

Overview

The following actions can be done on a project portfolio:
These actions can be done both from the home page and from the "Recent and pinned projects" pane.

Add a project to a portfolio

To add a project to a project portfolio:
  1. Open the popup menu of the project portfolio (in the home page or in the "Recent and pinned projects" pane).
  2. Select "Add a project".
  3. In the file picker that appears, select the WINDEV, WEBDEV or WINDEV Mobile project to add to the portfolio (*.wdp, *.wbp or *.wpp file).
  4. Validate. The selected project is added to the selected portfolio.
Remarks:
  • Only the path of the project is referenced. If the project is moved, it will no longer be handled by the project portfolio: the project will have to be removed, then added again.
  • A project can also be added to the portfolio by a simple drag and drop.
  • A project in the SCM can be integrated into a project portfolio: simply select the local directory of the corresponding project.
  • A project portfolio can contain projects from different products.
  • A project can be associated with several project portfolios.

Modify the description of a project portfolio

To modify the description of a project portfolio:
  1. Open the popup menu of the project portfolio (in the home page or in the "Recent and pinned projects" pane).
  2. Select "Portfolio description".
  3. In the window that appears, you can rename the portfolio or change its icon.
  4. Validate. Changes are taken into account.

Remove a project from the project portfolio

To remove a project from a project portfolio:
  1. Open the popup menu of a project associated with a project portfolio (in the home page or in the "Recent and pinned projects" pane).
  2. Select "Remove project from portfolio".

Delete a project portfolio

To delete a project portfolio:
  1. Open the popup menu of the project portfolio (in the home page or in the "Recent and pinned projects" pane).
  2. Select "Delete portfolio".
Possible actions on projects in a project portfolio

Overview

These actions can be done:
  • on a project in a project portfolio. These actions are available in the popup menu of the project:
    Project popup menu
    • Open project: Opens the project directly.
    • Remove project from portfolio: Dissociates the project from the project portfolio.
    • Open project directory: Opens the file explorer in the project directory.
    • Copy project path: Copies the path of the project to the clipboard.
    • Open project in another editor: If a WINDEV version with WEBDEV and/or WINDEV Mobile is being used, this options allows selecting the product to use for the project.
    • Add a project to the portfolio: Adds a new project to the project portfolio.
  • on all the projects in the project portfolio. These actions are available in the popup menu of the project portfolio:
    Project portfolio popup menu
These actions can be done both from the home page and from the "Recent and pinned projects" pane.

Create a branch for all projects

Caution: To use this option, at least one of the projects in the project portfolio must be in an SCM.
To create a branch for all projects:
  1. Select the project portfolio.
  2. Open the popup menu and select the "Create a branch for all projects".
  3. The branch creation wizard starts.
  4. The first step of the wizard allows you to:
    • Choose the name of the branch.
    • Select the project(s) for which the branch must be created.
  5. Select the location of the branch to create that will contain all the projects.
  6. Validate your choices and keep object shares in the SCM if necessary.
  7. The branch is created for all projects in the project portfolio.

Recompile all projects

This option allows you to recompile all the projects from a project portfolio. This option is particularly useful when the editor changes to a new version, for example when switching from version 24 to version 25.
Minimum version required
  • Version 25
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