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Can you create custom Iteration Types and Plan Types via an RTC Process Template?

Robert Truban (33811) | asked Jul 23 '12, 5:22 p.m.
edited Jul 24 '12, 9:25 a.m.
Is there a way to create custom plan types or iteration types in RTC? 

I am trying to create a customized RTC project based on the Traditional Project.  This if for a non-software development project and I would like to have something other than 'Product Release Plan' or 'Phase Plan'.   The intent is to have 3 layers of planning, something like 'Annual Road-Map' which would have high level goals for the year, a 'Quarterly Plan' with planned activities that would satisfy the goals, and then a Monthly Plan which would have the planned tasks items.

For iteration types I would just have Year, Quarter and Month....

Anyone have any ideas on how I could do this? I am using RTC, but we will be upgrading to 4.0 soon.

Any ideas or feedback would be greatly appreciated!

Thanks in advance,



4 answers

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Gabriel Enriquez (3463) | answered Jul 23 '12, 9:50 p.m.
You can create the appropriate timelines and iteration and then create plans accordingly.

To create timelines and iterations, follow this help:

To create plans:
In Eclipse UI, right click Plans under Team Artifacts (Work Items perspective) and New -> Plan... Fill in the required data (i.e. Name, Owner, Iteration).

Gabriel Enriquez, IBM Rational, Tracking & Planning

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Robert Truban (33811) | answered Jul 23 '12, 10:24 p.m.
Thanks Gabriel, I truly appreciate the response! 

But I am not having a problem configuring the out-of-the-box processes (i.e. formal project or scrum templates) or creating plans, timelines/iterations using those templates. I am trying to create my own template with the 'types' I mention above so they are available as choices when I configure my project.  Does that make sense?

Thanks again!

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Geoffrey Clemm (30.1k33035) | answered Jul 23 '12, 11:01 p.m.
First, a few reminders:
- Remember to phrase the title of your question in the form of a question.
- Remember to add a comment in the form of a "comment", not an "answer".
- Remember that you can edit your original question, to clarify what you wanted to ask.

WRT this question:
If you want to create your own template, you would create your own process template.
You can either modify a process area to have the desired characteristics before creating the process template from it, or directly edit the process template after creating it (or both).

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Robert Truban (33811) | answered Jul 24 '12, 9:36 a.m.

Can you create custom iteration types or plan types via an RTC Process Template?

Answer:  YES!

When I was trying to modify the Formal Process Template I could not add or modify Plan Types or Iteration Types.  When I used the RTC Eclipse Client to create a 'new' template I found instructions imbedded in the unconfigured template on the process configuration tab that I did not find anywhere in help or on Jazz.Net:

1. Plan Types

Process Configuration-->Configuration Data-->Planning-->Plan Types

Note: For Process Templates, this configuration aspect can only be edited on the Process Configuration Source page.

2.  Iteration Types

Team Configuration-->Iteration Types   

Note:  Iteration Types must first be defined while editing the properties of an Iteration of the Timelines view of the Overview Tab.

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