Standardize process in your organization by using project area process sharing
This tutorial describes how to use the project area process sharing feature to standardize the process that project areas across your organization use. By using process sharing, you can also centralize process management.
Learning objectives
In this tutorial, you will learn how to do the following tasks:- Create a project area and make its process shareable so that other project areas can consume its process.
- Create a process template by starting with another process template.
- Configure initialization in a template so that when a user creates a project area that is based on that template, team areas, streams, and components are created in the project area.
- Configure a project area to consume the process of another project area.
- Verify that a consuming project area uses the process from a project area that shares its process.
- Override an inherited process in a consuming project area.
- Prevent consuming project areas from overriding the process that they inherit from a project area that shares its process.
Time required
Plan to spend one to two hours on this tutorial.Additional information
- Introduction: Standardize process in your organization by using project process sharing
This tutorial describes how to use the project area process sharing feature to standardize the process that project areas across your organization use. - Lesson 1: Create a provider project area
In this lesson, you create a project area that is based on the Formal Process Management process. You then make the project area process shareable so that other project areas can consume this project area process. A project area that shares its process is known as a provider project area. - Lesson 2: Create a standard setup process template
In this lesson, you create a process template that you can use to create project areas. Creating a process template is not a required step when using process sharing. In this tutorial, the template is used to configure project area initialization so that a team area, stream, and component are created whenever you create a project area that is based on the template. - Lesson 3: Create a consumer project area
In this lesson, you create a project area that is based on the Standard Setup Process template that you created in the previous lesson. You will then configure the project area so that it consumes the process of the project area that you created in Lesson 1. - Lesson 4: Show that the consumer project area uses the process from the provider project area
In this lesson, you verify that the Consumer Project Area uses the process from the Standard Process Project Area. - Lesson 5: Override permissions in the consumer project area
In this lesson, you show that from within the consumer project area you can override the permission settings that it consumes from the provider project area. - Lesson 6: Prevent the consumer project area from overriding the permission settings inherited from the provider project area
In this lesson, you learn how to prevent consumer project areas from overriding process that they inherit from a provider project area. - Summary: Standardize process in your organization by using project area process sharing
By completing this tutorial, you learned how to use the project area process sharing feature to standardize process for all project areas in your organization.