Creating a delivery process

A delivery process describes a complete and integrated approach for performing a specific type of project. A delivery process describes what is produced, how it is produced and the required staffing for the entire project lifecycle.

About this task

A delivery process is created for a particular type of project to reflect the specific planning and project management needs.

Before creating a delivery process:

  • Select a method plug-in to hold your process.
  • Find or create a process package.

There are several ways to populate a process with method elements:

  • By incorporating individual method elements by dragging the elements onto an activity in the process.
  • By including already defined capability patterns.
  • By including parts of already defined capability patterns.
  • By creating descriptors directly in the process, which are either unrelated to any method content or related to method content at a later point in time.

Procedure

  1. After you select or create a process package, right-click the process package.
  2. Click New > Delivery Process.
  3. In the Name field, type a name for the delivery process and then select a default configuration from the Drop-Down list. Your process can contain content from many different method plug-ins, therefore, you need to define a configuration that defines the visible set of elements and relationships when the process is authored. This process authoring configuration is referred to as the default configuration for the process and should define the largest reasonable set of method plug-ins, content packages, and other processes from the method library that will be referred to by the process at some point.
    Tip: Select None for a configuration free process. See Processes without specific method configurations.
  4. Click OK. The process is created and the process editor opens.
  5. In the process editor under the Description tab, document your process using the available text fields.
    Tip: You can use the rich text editor to edit or enter the text for any field that has the rich text editor icon Rich Text Editor icon. Click the symbol to access the rich text editor. Click the icon again to close the rich text editor.
  6. Determine your primary process authoring view. You develop a process using three different views:
    • Work Breakdown Structure: Define a work breakdown structure in your process. Create iterations and activities first, and then populate your activities by applying tasks from your Method Content. For more information, see Develop a Work Breakdown Structure.
    • Team Allocation: Define which teams and roles will participate in activities and find responsible work products and tasks from there. For more information, see Develop a Team Allocation Structure.
    • Work Product Usage: Define which work products should be created in activities and find tasks and roles from there. For more information, see Develop a Work Product Usage Structure.
  7. Apply a Capability Pattern or capability pattern parts to the delivery process.

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