How to configure Waterfall template in rtc client
5 answers
I believe you are looking at using a Waterfall-type template in a Lifecycle Project, there is no need to change the whole CLM server.
Your Lifecycle project template is set when the project is created. It may be possible to change this to another template, but you risk hiding existing data from the users, and having blank values in some new fields.
Can you explain a bit more what you are trying to do, what version of CLM you are running, and what the T&A template is?
regards
anthony
Comments
Hi
There is no automatic way to change the template to a completely new template. However, you can use the Process Area editors in each of the CLM tools to add or modify roles, add and remove attributes, etc.
Your first step is to look at which roles you want to have, and see if they are close to roles in the existing template. You can probably rename the roles in the project area.
Next step - what work item types do you need - then either add in or modify the existing items.
This is a non-trivial task to take a project in progress to change it - I would consider getting help from someone in IBM to do this. Alternatively, start a new Lifecycle project.
anthony
Comments
Hi Adarsh
The "waterfall" project template is called the Formal Project Management Process in RTC. You may want to consider the style of requirements (stories vs use cases vs functional specs, etc) before picking a template for requirements, and go through a similar process for RQM.
The main thing is to use the Formal Project Management Process in RTC for your Lifecycle project.
anthony