Customizing process guidance

You can customize process guidance displayed in the Process Browser window by defining a custom process that suits the needs of your project or organization. You then implement your new process design by creating new process views and then adding, deleting, and reorganizing topic nodes and their content.

About this task

A process view is the hierarchical set of process elements represented and displayed by the Process Browser window in a tree view, and associated with a particular role or major category. The available process views for a given process configuration are represented by a tabbed set of views displayed on the Process Views page.

  • Defining a custom process
    Configuring the process methodology is a matter of sizing the process to match the needs of a specific organization or individual project. It involves selecting the right set of process components and providing appropriate views into this configuration to hide parts of the process that are irrelevant for certain user-groups.
  • Creating a new process view
    You can create a customized process view and add it to the Process Views page.
  • Inserting custom nodes
    You can insert a custom node into a process view, either for an existing or newly created process view. While adding a node, you specify an icon for the node and the HTML content pages referenced by the new node.
  • Deleting process views
    You can permanently remove a customized process view.
Related concepts:
Integrated process guidance
Related tasks:
Configuring process guidance content
Viewing process guidance on elements in models
Viewing process guidance for roles
Printing process topics
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