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| <title>Develop a Team Allocation Structure</title> |
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| <h1 class="topictitle1">Develop a Team Allocation Structure</h1> |
| <div><div class="p">In the Team Allocation view, you can create a process by defining |
| which roles participate in activities and find responsible work products and |
| tasks from there. You can also review the roles in a process that has been |
| created by adding tasks or work products to the process. Before you create |
| a team allocation structure, ensure the configuration selected in the tool |
| bar is the same as the configuration you selected as the default configuration |
| for your process.</div> |
| <div class="section">To develop a team allocation structure:</div> |
| <ol><li class="stepexpand"><span>To access the team allocation editor, select the <strong>Team Allocation</strong> tab |
| in the process editor.</span> <div class="note"><span class="notetitle">Note:</span> For the purposes of this topic, the |
| breakdown element example used is <a href="activity.html#activity">Activity</a>. |
| Other breakdown elements include (but are not limited to) <a href="phase.html#phase">Phase</a> and <a href="iteration.html#iteration">Iteration</a>. |
| The element you use depends on the scope of the process you create.</div> |
| </li> |
| <li class="stepexpand"><span>Right click the element (either a <a href="capabilitypattern.html#capabilitypattern">Capability Pattern</a> or <a href="deliveryprocess.html#deliveryprocess">Delivery Process</a>) to which you want to add structure, and then click <strong>New |
| Child > Activity</strong> to create a new activity. If needed, create more activities |
| to set up your breakdown structure. Activities (as well as phases and iterations) |
| can be nested inside each other according to how each relates in the hierarchy. |
| You can add roles directly to your activities.</span></li> |
| <li class="stepexpand"><span>In the Configuration view, review the list of roles. In this view, |
| tasks are sorted by role sets.</span></li> |
| <li class="stepexpand"><span>Drill into the role sets hierarchy to see which roles are available |
| in this configuration.</span></li> |
| <li class="stepexpand"><span>Select a role and drag it on top of the appropriate activity. The |
| role is added as a role descriptor. If the role is responsible for work products |
| in the configuration's method content, a wizard appears prompting you to add |
| work products.</span></li> |
| <li class="stepexpand"><span>Select one or more work products and then click <strong>OK</strong>. For |
| each selected work product the next wizard window prompts you to select tasks |
| that produce these work products. Again, select one or more tasks and then |
| click <strong>OK</strong> to add these elements to your process.</span></li> |
| <li class="stepexpand"><span>Review the role descriptor's details in its properties view. If |
| the properties view is not displayed, in the work breakdown structure editor, |
| right click the role and then select <strong>Properties</strong>. Use the tabs on the |
| side of the properties view to review different aspects of the role descriptor. |
| In the properties view, you can also perform individual modifications of the |
| role descriptor, such as change the presentation name, add textual descriptions, |
| change work products the role is responsible for, and more. When changing |
| the task descriptor's relationships under the roles or work products tabs, |
| you can add new elements from your method content by clicking the <strong>Add...</strong> button, |
| or connect your task descriptor with tasks already present in this activity. |
| For more information, see <a href="processelementpropertiesview.html#processelementpropertiesview">Process Element Properties View</a></span></li> |
| <li class="stepexpand"><span>Continue adding roles to your activities.</span></li> |
| </ol> |
| <div class="section">You can preview what your process will look like in a published Web |
| site at any time by switching to the <a href="browsingperspective.html#browingperspective">Browsing Perspective</a> and then selecting the process, or an activity in the |
| process, in the <a href="configurationview.html">Configuration View</a>. You can use the |
| links on the page to navigate through the process. Switch back to the <a href="authoringperspective.html#authoringperspective">Authoring Perspective</a> to |
| continue editing your process.</div> |
| </div> |
| <div><div class="reltasks"><strong>Related tasks</strong><br /> |
| <div><a href="developaworkbreakdownstructure.html#developaworkbreakdownstructure">Develop a Work Breakdown Structure</a></div> |
| <div><a href="developaworkproductusagestructure.html#developaworkproductusagestructure">Develop a Work Product Usage Structure</a></div> |
| </div> |
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