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Creating a new process template

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Sean Burke
(378●11●144●247) Jul 30 '13, 1:39 p.m.
 The IBM out of the box "simple process template" has only tasks and no other work item typse. I want to add a few more work items types and create a new template.  I don't see where to add new work item types to the project area am I using to create this template.  Does anybody know?

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Zachary Demers
(201●3●7) Jul 30 '13, 1:59 p.m.
 Hi Sean,

If you would prefer to have more out of the box work items, I would recommend creating a new project area using either Scrum or Formal Project Management process template.  Here is a summary of our OOTB Process Template

If you would like to create or customize work items, please see the instructions below.



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Indradri Basu
(1.8k●1●5●14) Jul 30 '13, 2:54 p.m.
In Eclipse client, right click on the Project area and select Open. Go to the Process Configuration Tab then under Project Configuration -> Configuration Data ->  WorkItems select Types and Attributes. On the right hand side you will notice Task as one of the available workitems and just under the same list view there is an Add button (along with Remove) to add a WorkItem type.

In the Web Client, visit the ../ccm/admin  page and select your Project area from the Active Project areas list. From the Left hand panel, select WorkItems and then Types and Attributes. Click on the Add button just besides the WorkItem Types list box.

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Sean Burke
Jul 30 '13, 5:47 p.m.

thanks but it from the Simple Process template you can't add new work item types.  So it is either work down from the scrum template or create custom work item types.  

Dinesh Kumar B
JAZZ DEVELOPER Jul 30 '13, 9:41 p.m.

hi Sean,

creating custom work item types is same as creating new work item types.  so I second what Indradri mentions... you can still use Simple Team Process to create new work item types.

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Amardeep Bhattal
(1) Dec 12 '14, 8:44 a.m.
Exactly what I wanted to do. Source code currently lives elsewhere, for now I only needed simple defect / task tracking (and some kind of story/enhancement type which could have multiple tasks attached to it), so I chose the "simple team process" (seemed like a better bet than "scrum process"). I couldn't find any doc on simple team process so just chose it blind. And ... you don't get anything except for tasks, and the "add a work item type" functionality doesn't give you access to anything else. It would be nice to have a template with defect / task / story work items defined - scrum is a bit over the top for such a simple scenario and just adding defect to the simple template would make it much more vauable.

I guess I have to either delete this project area, make a new one, and choose scrum this time or make a defect type manually ?

Needless to say project organisation and admin isn't my main job by any means, so I was hoping for a quick answer in RTC !

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sam detweiler
Dec 12 '14, 8:48 a.m.

Add means YOU do all the creation work.. it does NOT mean select from a predefined set.

or choose the scrum template, then DELETE the workitem types you DON'T want,
and then export/import that model as a new template to use from now on.

these templates are just starter sets..

Amardeep Bhattal
Dec 12 '14, 8:54 a.m.

So I realise now :-)

So where do I go from here ? I have a new project area with nothing in it.
Can I now switch from simple to scrum template for the project area (don't see this anywhere obvious so far ...) ?
Can I delete the project area ? (so far I've found an archive option, but no delete) ?

sam detweiler
Dec 12 '14, 9:08 a.m.

No delete, only archive..

you 'might' be able to edit the process config source of a scrum based project and cut/paste the xml into the project area, overlaying the original..

or.. export the workitems, create a new project are, import the workitems..
archive the old one..

I have always setup a development environment rtc system for things like this so I am not leaving garbage around on production..

every few months wipe the dev system and install again


Amardeep Bhattal
Dec 12 '14, 9:56 a.m.

Thanks for the response / advice.

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Question asked: Jul 30 '13, 1:39 p.m.

Question was seen: 6,382 times

Last updated: Dec 15 '14, 12:09 a.m.

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