Fine-tuning a process consists of the following:
- enabling or disabling basic options and tools in the "Methodology" of the project;
- configuring terminology that is close and clear to your colleagues;
- configuring the Role composition and access rights;
- configuring reference lists and Lifecycle descriptions of Issues, Requirements, Tasks, and so on;
- configuring frequently used modules and charts, and placing them in the navigation (menu).
The settings you have made can then be saved for reuse as a process. Based on this process you can create new projects and activities, or apply these settings to previously created projects and activities.
Managing processes
- To create your process, first create a project and make all the necessary settings in it. After that, go to the project Settings and select the option "Create process". Specify the process name and the file name in which the process will be saved. The process name is displayed on the screen for creating a new project or activity.
- To update the process settings, go to the project on the basis of which the process was created, change the required process settings, go to the project Settings and select the option "Update process". For these changes to apply to all projects created on the basis of this process, select the corresponding checkbox.
- If you want to change the process of a project, go to the project Settings and select the option "Apply process".
The list of previously created processes is managed in the Administration section of the application, in the Projects - Processes menu.