Customize process in your project area and team areas
This tutorial shows you how to customize process in project areas and team areas.
Learning objectives
In this tutorial, you will learn how to perform the following tasks:- Create a lifecycle project. Add users as members of the project areas that belong to the lifecycle project. Assign roles to those members.
- Create a timeline. Create a hierarchy of iterations within the timeline.
- Create a team area. Add members to the team area, and assign roles to the members.
- Set permissions on roles that apply to all team areas within a project area.
- Customize permission settings within team areas.
- Prevent team leads from overriding permission settings in team areas.
- Create a role and assign permissions to it.
- Configure operation behavior (preconditions).
- Create an iteration type. Specify that an iteration is of the iteration type. Configure operation behavior for an iteration type.
Time required
You should plan on spending two hours on this tutorial.- Introduction: Customize process in your project area and team areas
This tutorial shows you how to customize process in project areas and team areas. - Lesson 1: Create a lifecycle project and assign roles
In this lesson, you will create a lifecycle project that creates change and configuration management and quality management project areas. You will then add yourself as a member of each project area and assign yourself roles in each project area. - Lesson 2: Create a timeline and iterations
In this lesson, you will create a timeline in the change and configuration management project area, and then add iterations to it. - Lesson 3: Create a team area and add a member
In this lesson, you will create a team area and add a user as a member of the team area. You will also create a work item category and associate it with the team area. - Lesson 4: Explore setting permissions
In this lesson, you learn how to set permissions for a specific role so that they apply to all team areas within the project area. You then learn how to override a permission setting within a team area. Finally, you learn how, as project administrator, you can prevent team leads from overriding a setting in their team areas. - Lesson 5: Create a role
In this lesson, you will learn how to create a role and assign permissions to it. - Lesson 6: Configure operation behavior (CCM)
In this lesson, you will learn how to configure preconditions for operations in a Change and Configuration Management project area. Preconditions provide you with a way to enforce best practices in your organization by requiring that a condition be true before allowing members to perform an operation. - Lesson 7: Configure operation behavior (QM)
In this lesson, you will learn how to configure preconditions for operations in a quality management project area. A precondition requires that a condition be true before members can complete an operation. You can use preconditions to enforce best practices in your organization. - Lesson 8: Customize behavior for an iteration type
In this lesson, you will learn how to create an iteration type, apply it to an iteration, and customize behavior for the iteration type. - Summary: Customize process in your project area and team areas
By completing this tutorial, you learned how to customize the process in project areas and team areas.