Migrating from Scrum to Formal Project Management template

You can use the Scrum template to currently so check the  changed between the versions. Describe the actions that you took before you found this bug ?

If we keep the Agile template ... can we add in the Resources tab ... ?

Hello Michael,

Regarding that part of your question, I copy-pasted the following xml snippet to the Process Configuration Source of an OpenUP-based Project Area, and this did add the Resources tab and functionality to the Plans.
Not sure however how 'supported' this is.
Have you tried this and did you notice any 'drawback' ?

Add this:

<configuration-data xmlns="http://com.ibm.team.apt.configuration/planEditorTabs" id="com.ibm.team.apt.configuration.planEditorTabs">
<staticTab
id="com.ibm.team.tpt.allocation.web.ui.allocation"
implementation="com.ibm.team.tpt.web.ui.allocation.internal.tab.AllocationTab"
priority="40"
name="Resources">
<parameters>
<parameter key="uaKey" value="com.ibm.team.apt.web.ui.tab_plan_resource_web"/>
</parameters>
</staticTab>
</configuration-data>

After this part:

<configuration-data xmlns="http://com.ibm.team.apt/complexityAttribute" id="com.ibm.team.apt.configuration.attributes">...
</configuration-data>

I had the same problem on this one.
Thanks for your advices.

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Hi Michael,

I do not know the answer to that question. Perhaps someone from the Planning team can jump in here?

Thanks,
Martha
Jazz Developer, Process Component

Thanks Martha,

Let me try from a different angle. If we keep the Agile template, where we can use the Roadmap for the Gantt charts, can we add in the Resources tab and the ability to use Predecessor constraints?

We like the Resources tab because we can add users to plan without having to go in individual profiles to change allocations and can view it in one location.

We like the Predecessors because if one task depends on another the Gantt chart will automatically show the start date after the finish date of it's predecessor. Unless the Depends on link in Agile does this as well..I haven't tried it.

Hi
I want to add the risk related work item types to the scrum template and followed the instructions in the link provided:
http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp?topic=/com.ibm.team.platform.doc/topics/t_customize_template_formal_features.html
However, if I navigate to the process config pages of the project /click the work item types& attributes / add -functions, I do not see the risk type work item type. So I can't add them as described in the article.
May be the rout cause is:
If I go to the Application administration page of the server, I can't see the formal process template , although we have installed RTC 3.0 (migrated from 2.1).
Where is the point I'm going wrong?
Adding risk management types to the scrum template would release us maintaining extra EXCEL sheets.
Roland

Thanks Martha,

Let me try from a different angle. If we keep the Agile template, where we can use the Roadmap for the Gantt charts, can we add in the Resources tab and the ability to use Predecessor constraints?

We like the Resources tab because we can add users to plan without having to go in individual profiles to change allocations and can view it in one location.

We like the Predecessors because if one task depends on another the Gantt chart will automatically show the start date after the finish date of it's predecessor. Unless the Depends on link in Agile does this as well..I haven't tried it.

Hello Roland,

First, the reason you are not seeing the Formal Project Management template is that it is not on your server yet. With each new release of RTC, you must deploy templates into your server to see any new templates or to see changes to the existing templates. See this help topic for instructions: http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp

Updating the templates (by deploying the new versions) will not affect existing project areas. New project areas that are created will use the newly deployed templates, however.

I am not sure if I have answered your question. Please post again if I have not.

(By the way, in general it is better to open a new forum posting for new questions because more people will see and respond to a new posting than one that appears to have been answered already.)

Martha
Jazz Developer, Process Component

Hi
I want to add the risk related work item types to the scrum template and followed the instructions in the link provided:
http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp?topic=/com.ibm.team.platform.doc/topics/t_customize_template_formal_features.html
However, if I navigate to the process config pages of the project /click the work item types& attributes / add -functions, I do not see the risk type work item type. So I can't add them as described in the article.
May be the rout cause is:
If I go to the Application administration page of the server, I can't see the formal process template , although we have installed RTC 3.0 (migrated from 2.1).
Where is the point I'm going wrong?
Adding risk management types to the scrum template would release us maintaining extra EXCEL sheets.
Roland

Note that unfortunately, the DependsOn link has no effect on the Gantt
charts. Work item 150827 requests that the DependsOn link be given
end/end schedule dependency semantics. The idea is that this would then
complement the end/start dependency semantics of the Predecessor
relationship.

Cheers,
Geoff

On 4/28/2011 3:08 AM, miwalker wrote:

Thanks Martha,

Let me try from a different angle. If we keep the Agile template,
where we can use the Roadmap for the Gantt charts, can we add in the
Resources tab and the ability to use Predecessor constraints?

We like the Resources tab because we can add users to plan without
having to go in individual profiles to change allocations and can
view it in one location.

We like the Predecessors because if one task depends on another the
Gantt chart will automatically show the start date after the finish
date of it's predecessor. Unless the Depends on link in Agile does
this as well..I haven't tried it.

Hello,
The work item referenced below led to the creation of this topic in online help:
http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp?topic=/com.ibm.team.platform.doc/topics/t_customize_template_formal_features.html
which tells how to add the features to a template and then how to change a project to use the new template.

In general, moving a project to a new template is a non-trivial operation. If you have made changes to the process configuration since you created the project area from the template, you will need to merge the current process configuration source with the process configuration source in the template. This is a manual merge of XML and there is little tooling built into Jazz to find logical errors.

Your suggeston of creating a new project area from the Formal Project Management template and moving the work items might work. But, this would mean the new project follows all the rules, permissions, roles, etc defined in the Fromal Project Management template. Is that what you want? Also, you would need to add all the users to the new project and assign them the appropriate roles. Finally, if you are using team areas in your project, you would need to create those in the new project and assign members and roles.

Martha
Jazz Developer, Process Component

Hi,

its not possible due to this defect: https://jazz.net/jazz/web/projects/Rational%20Team%20Concert#action=com.ibm.team.workitem.viewWorkItem&id=156421

Hi,

We're currently on v2.0.2 with the Scrum template and will soon move to 3.0 IFix1. We've been trying out the Formal Project Management template on our test machine and really like the planning capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you can migrate to the Formal template, but in the comments of the article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain aspects of the Scrum template that don't migrate well that we could possibly leave out.

Thanks,

That defect doesn't really say what the issue is, just that it's not supported. I'm sure there's going to be several teams that will want to use the Gantt charts, dependencies, critical path, etc. that are currently using the Scrum template.

What if we create a new Project Area with the Project Management template and import our work items into it. We can live without our past plans that are completed as long as we have the work items still.

Just curious where the issue is and if we can avoid it and still move.

Hi,

its not possible due to this defect: https://jazz.net/jazz/web/projects/Rational%20Team%20Concert#action=com.ibm.team.workitem.viewWorkItem&id=156421

Hi,

We're currently on v2.0.2 with the Scrum template and will soon move to 3.0 IFix1. We've been trying out the Formal Project Management template on our test machine and really like the planning capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you can migrate to the Formal template, but in the comments of the article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain aspects of the Scrum template that don't migrate well that we could possibly leave out.

Thanks,