How to configure Waterfall template in rtc client
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Hi,
There is a requirement to reconfigure the CLM instance to waterfall model from T&A template.
Please assist me how to reconfigure this in RTC client. Please provide the steps to change this.
Thanks in advance.
Regards,
Adarsh Mohapatra
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5 answers
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Hi Adarsh
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 |
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Hi Adarsh
1. You need to use the Formal Project Management process template, which supports the traditional waterfall model.
http://pic.dhe.ibm.com/infocenter/clmhelp/v3r0m1/index.jsp?topic=%2Fcom.ibm.team.platform.doc%2Ftopics%2Fc_traditional_process_temp.html
2. While there is a documentation on how to migrate a project to a different process template here, you need to be very careful as mentioned in the complex merge:
http://pic.dhe.ibm.com/infocenter/clmhelp/v3r0m1/index.jsp?topic=%2Fcom.ibm.jazz.platform.doc%2Ftopics%2Ft_migrate_dif_process.html
Before you try this, maybe you should answer Anthony's question on what are you trying to do and the CLM version.
3. To verify what is this T&A template, in RTC Eclipse client, Right click the project in question --> Open; In the overview tab, below process description look for the process description.
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Hi Sumant,
Thanks for the response.
I am planning to create a CLM instance with waterfall model template.
Can you please share the steps how to add those along with the roles and workflow.
RTC client version used : 4.0.0.1
Thanks in advance.
Regards,
Adarsh
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