IBM® Rational® Project Conductor is
shipped with the Project Management Process template. However, if
you have another template, you can customize it to work with Rational Project Conductor.
Before you begin
You must have
IBM Rational Team Concert™ for
Eclipse client to customize templates.
About this task
To customize a template:
Procedure
- In Rational Team Concert,
open the Process Templates view by clicking and typing process template.
- In the Process Template view, log in to the project repository,
and double-click the process template to customize.
- On the Overview tab of the process
template, in the Process ID field, overwrite
the existing process ID with com.ibm.epm.projectProcess
Important: If you are not using the Project Management
Process template, you must change its process ID.
You need to
add three operations, such as Save Work Item, Project Area Save, and
Work items types to your template.
- To add the Save Work Item operation:
- Click Process Configuration;
then click and select
the Save Work Item (server) operation.
- In the Preconditions section, click Add.
Select Project Management Workitem Validator,
and click OK.
Note: You can view
the Rational Project Conductor specific
conditions only if Rational Project Conductor and Rational Team Concert are
installed on the same computer.
- In the Follow-up section, click Add;
then select Project Management Workitem changes monitor,
and click OK.
- Optional: To create a leaf work item in
a precondition, click the Process Configuration Source tab,
and into the epmWorkItemAdvisor precondition, copy the following code:
Table 1. Leaf work item source<leafWorkItems>
<workitem typeID = "task"/>
</leafWorkItems>
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Important: After you add the leafWorkItems code,
make sure that the precondition tag is appropriately
closed.
- To add the Project Area save operation:
- Click Process Configuration Source and
in the editor add the following XML source:
Table 2. Precondition
and follow-up action for project area save<behavior>
<role id="default">
<project-operation id="com.ibm.team.process.server.saveProjectArea">
<preconditions>
<precondition description="Restricts changes to the process specification that can disrupt the expected behavior of Rational Project Conductor" id="com.ibm.epm.wbs.advisors.projectAreaAdvisor" name="Project Management Workitem Validator"/>
</preconditions>
<followup-actions>
<followup-action id="com.ibm.epm.wbs.advisors.projectAreaParticipant" name="Project Management Workitem changes monitor" description="A set of follow up actions performed by the Rational Project Conductor when project areas are modified."/>
</followup-actions>
</project-operation>
</role>
</behavior>
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Note: If your existing template specifies some of the above
mentioned process source, copy the rest of the source. For example,
if <behavior> and <role> are
specified, copy the <project-operation> source.
If <role> is not specified, copy the <role> source.
If the <behavior> source is not specified, copy
the whole source.
- To add the work item types:
- Click Process Configuration,
and click .
- Next to the Choose the Type Category to edit list,
click Add. Type com.ibm.epm.workitemTypes.project,
and click OK.
- In the Work Item Types section, click Add and
type a name for work item type. In the ID field,
type project; then click OK.
- Next to the Choose the Type Category to edit list,
click Add. Type com.ibm.epm.workitemTypes.risk,
and click OK.
- In the Work Item Types section, click Add and
type a name for work item type. In the ID field,
type risk; then click OK.
- Click .
- Select the com.ibm.epm.workitemTypes.project and com.ibm.epm.workitemTypes.risk categories,
and from the Workflow list select a workflow
to bind to the categories.
- Click Save.