Set Item Effectivity

Lifecycle States and Item Effectivity

• The effective date is the date when the items become effective and are released to production.

  If an item is made immediately effective then the lifecycle state is set to Released and the item's effectivity is set to Effective.

• If an item is made effective at some future date, the lifecycle state is set to Released and the item's effectivity is set to Pending. The effectivity date is set to the date at which the item is to be made effective.
• On the date that the item is set to become effective, the item's effectivity is set to Effective. This action additionally sets the previously released effective revision of the item to Superseded. The expiration date of the superseded item is set to the date at which the newly effective revision starts.

The state of the effectivity of an Item whose lifecycle state is released is determined by the following:

Set Effectivity on an Item in a Change Order

Rules

• The change order must be in the Approved state.
• Only a change administrator can set the effectivity.

1. Right-click a change order and then select Respond ► Set Effectivity.
2. You are prompted to add a comment regarding the effectivity. Add a comment and then click OK.
3. In the Set Item Effectivity dialog box, specify an effectivity date as indicated below.

Set Effectivity on an Item

Rules

• The item must be released before it can be made effective and it cannot currently be associated with either a closed or canceled change order.
  Note: When an item is released, the effectivity of the item is immediately set if a date is not specified in the Set Item Effectivity dialog box. The effectivity date of an item in the Released state can be changed by right-clicking on the item, and selecting Change Effectivity.
• Only an Item Editor Level 2 or Administrator can set the effectivity.

1. Select an item from the item master.
2. Right-click the item and then select Change State.
3. In the Select Lifecycle dialog, select Released.
   Note: Released is only enabled if the item is currently in the Work In Progress or In Review lifecycle state.
4. Click Set Effectivity.
5. In the Set Item Effectivity dialog box, specify an effectivity date as indicated below.

Enable Effectivity Expiration Dates

1. Exit Autodesk Vault Professional.
2. Locate the file Connectivity.Product.exe.config in C:\Program Files\Autodesk\Vault Professional [Year]\Explorer.
3. Open Connectivity.Product.exe.config in a text editor such as Windows Notepad.
4. Select Edit > Find.
5. In the Find dialog, enter "enableEffectivityEndDate" and then click Find Next.
6. In the line containing enableEffectivityEndDate, the default value is 0. Change the value to 1.
7. Save the file.
8. Restart Autodesk Vault Professional.

Set the Effectivity Expiration Date

1. From the New Effective Date calendar, select a date to make the items effective.

   The effectivity state of an item with a future effective date is set to Pending.

2. If you have enabled the enableEffectivityEndDate setting in the Connectivity.Product.exe config file, then you can specify an expiration date. From the New Expiration Date calendar, select a date to make the items expire or click Never Expire to make the items have no expiration date.
   • If you set an expiration date, the item ceases to be effective on that date and the previously released item is effective unless a new revision has been or is made to supersede it.
   • You cannot set an item's effectivity to expire on a given date if there is no previously released item to revert to.
   • The current revision of any item can be set to a specific effectivity start and end date. If a revision does not have an effectivity end date, then the item's effectivity is never set to Expired.
3. Click OK.