Creating and editing process descriptions

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You can create a process description for a project area, team area, or a process template. A process description provides guidance to team members as they work on the project.

Before you begin

To create a process description for a project area, you must be a member of the project area and have Create a process description permission. To create a process description for a process template, you must have JazzProjectAdmins or JazzAdmins repository group permissions.

About this task

A process description contains one or more practices, which describe different aspects of systems and software development in a specific context. The practices include defining requirements for a small agile team, creating release and iteration plans, and planning the test effort. When you create a project area based on a process template that has a process description, that process description is added to the project area. Likewise, when you create a process template by extracting the process from a project area, if that project area contains a process description, the new process template includes that process description.

Procedure

  1. To create a process description, complete one of the following tasks:
    • To create a process description for a project area or team area:
      1. Navigate to the Project Areas page in the administrative web interface. See Logging in for project administrators and team leads (web).
      2. In the list of active project areas, click a project area to open it in the project area editor. To create a process description for a team area, click the team area that is listed in the Team Area Hierarchy section.
      3. Click Process Description. The Process Description page is displayed.
      4. On the Process Description page, click the Show button. After you click the Show button, based on the permissions that you have, links for managing process descriptions are displayed.
      5. To create a process description, click the Create a new process description link.
      6. Enter the process name, description language, and practices. Then, click Save.
        Note:
        • To close the process description, click the Hide button. The process description closes and the Show button is displayed. To view the links to manage process descriptions based on permissions that you have, click the Show button.
        • To edit the process description, click the Edit icon Edit iconand then, click Save to save the changes. To delete the process description, click the Delete icon Delete icon.
    • To create a process description for a process template:
      1. Navigate to the Templates page in the administrative web interface.
      2. In the Actions column for the process template, click Edit Process Description icon, the Edit Process Description icon.
  2. Enter a name for the process description, and provide a description.
  3. Click Save.
    The editor opens below.

What to do next

You can create or import practices into the process description. You can also customize the work item editor to include a link to the process description; in this way, you provide easy access to process guidance to users when they submit or update work items. To obtain the URL of the process description, click Copy Process Description URL icon, the Copy Process Description URL icon.