Adding jobs to an existing Workspace

This procedure describes how to add jobs or folders to an existing Workspace.

To add jobs to an existing Workshop:

  1. From the Planning domain, Workspace tab, click NewWorkspace.

    A New tab appears. The tab is the Planning - Home page.

  2. Click My Work, and select a Workspace.

    The Workspace loads to a new tab.

  3. From the Planning domain, Workspace group, click Load_Button.

    The Load folders and jobs to Workspace dialog box appears with the Control-M>Folder hierarchy view. The Application and Sub Application check boxes are cleared.

  4. To view your jobs according to application or Control-M/Server, in the Hierarchy field, do one of the following:

    Folders are displayed according to the hierarchy you selected.

  5. To filter your jobs and folders based on specific fields, do the following:
    1. To view the specific fields to filter, click Filter_Planning.
    2. Set the filter fields, as described in Filter parameters.
    3. Click OK where relevant.
    4. Click Filter.

    The filtered entities appear in the Tree view.

  6. Select the jobs and folders that you want to add to the Workspace, and click Load_Button.

    The jobs and folders appear in the Workspace, if they are not already checked out.

Parent Topic

Planning