Developing team allocation structures

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 that you selected as the default configuration for your process.

To develop a team allocation structure:

  1. In the process editor, click the Team Allocation tab.
    Remember: For the purposes of this topic, the breakdown element example used is Activity. Other breakdown elements include (but are not limited to) phase and iteration. The element that you use depends on the scope of the process that you create.
  2. Right-click the element (either a Capability Pattern or Delivery Process) to which you want to add structure, and click New Child > Activity to create a new activity. If needed, create more activities to set up your breakdown structure. Activities (in addition to 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.
  3. In the Configuration view, review the list of roles. In this view, tasks are sorted by role sets.
  4. Drill into the role sets hierarchy to see which roles are available in this configuration.
  5. 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 prompts you to add work products.
  6. Select one or more work products and click OK. For each selected work product, the next wizard prompts you to select tasks that produce these work products. Again, select one or more tasks and then click OK to add these elements to your process.
  7. 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 Show Properties View. 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.
  8. Continue adding roles to your activities.

You can preview what your process will look like in a published Web site at any time by switching to the Browsing perspective and then selecting the process, or an activity in the process, in the Configuration view. You can use the links on the page to navigate through the process. Switch back to the Authoring perspective to continue editing your process.