Modifying process behavior in projects and teams

You can modify process behavior in a project area, team area, or process template by defining preconditions and follow-up actions for individual operations. You also specify the handling of change events that occur.

About this task

Preconditions are conditions that must be completed before an operation can be completed. Follow-up actions are work items or events that are generated when the operation is completed. You can create different operation behavior for each role in your project or team, or apply behavior to all users with the default role.

To modify the preconditions and follow-up actions for project operations and the handling of project events:

Procedure

  1. Open a project area, team area, or process template:
    • Right-click a project area in the Team Artifacts view.
    • Right-click a team area in the Team Organization view.
    • Right-click a template in the Process Templates view.
  2. Click Open. The project area, team area, or process template opens in the editor view.
  3. Do one of the following actions:
    • In a project area or process template, click the Process Configuration tab.
    • In a team area, click the Process Customization tab.
  4. Do one of the following options:
    • In a project area or process template, expand the Project Configuration section and click the Operation Behavior section.
    • In the Team Area editor, click the Operation Behavior section.
  5. Select a cell in the Operations list. Each cell represents an operation as it is applied to a specific role.
  6. Select Preconditions and follow-up actions are configured for this operation.
  7. In the Preconditions list, click Add and select a precondition.
  8. In the Follow-up Actions list, click Add and select a follow-up action.

Example

Alternatively, you can also edit behavior in the XML source code by clicking the Process Configuration Source tab in the Project Area or Process Template editor or the Process Customization Source tab in the Team Area editor. Use the project-configuration elements and team-configuration elements to edit project-wide and team-specific behavior. Modify preconditions or followup-actions elements. The following is an example of operation behavior for the default role in the Scrum process configuration XML source code:
The graphic shows an example of behavior in the process configuration XML source code.

What to do next

You can modify event handling for the project area or team area. In a project area or process template, expand the Project Configuration section and click the Event Handling section. In the Team Area editor, click the Event Handling section.

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