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Create a delivery process

The goal of this exercise is to create a delivery process using core method content directly.

In process authoring we do not directly include the definitions of the core method elements in the work breakdown structure, but rather create local references termed descriptors that refer back to the elements in the method library. Descriptors only contain additional information that is relevant to the local process.

Descriptors also provide a mechanism whereby relationships are defined in core method authoring, such as roles associated with a task, input and output, and work products that can be defined or changed locally within the process.

  1. Make sure that you are using the Authoring perspective.
  2. In the Library view, create a new delivery process under my_plug-in by right-clicking Delivery Processes, then clicking New > Delivery Process.
  3. When you create a process, you are asked to provide a name and select a default configuration to be used with the process. Use the name "My DP" and select my.basic.configuration. If you have not created this configuration, select publish.openup.
    new process component named My DP
  4. Click the Work Breakdown Structure tab.
  5. To create the inception phase in the work breakdown structure view, right-click My DP, then select New Child > Phase. Call the phase "Inception".
  6. We will create a "Requirements Management" activity under Inception. In the work breakdown structure view, right-click Inception and click New > Child > Activity. Name the new activity "Requirements".
  7. Now we are going to add some tasks to the Requirements activity. In the Configuration view, open Disciplines > Requirements. Drag and drop the following tasks onto the requirements activity that you just created:
    • Develop Technical Vision
    • Identify and Outline Requirements
    • Detail System-Wide Requirements
    When you include these tasks in your process, the associated roles and work products are also included in the process.
  8. You can review the information for each method element in the Properties view.
  9. Customize the steps from the Detail System-Wide Requirements task for the Inception phase. Click the Detail System-Wide Requirements task descriptor, and open the Properties view. Click the Steps tab.
  10. Notice that there are three steps for this task:
    • Detail system-wide requirements
    • Detail glossary terms
    • Achieve concurrence
  11. Remove the last two steps and close the Properties view.
  12. Switch to the Browsing perspective and click Processes > Delivery Processes then double-click My DP. The Work Breakdown Structure tab is displayed.
  13. Click Detail System-Wide Requirements. Only the first step (Detail system-wide requirements) from the core method task is included.
  14. Make other changes to the tasks in the delivery process that you just created and see how they are reflected when you view the process in the browsing perspective.
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