CLM workflows
In setting up a lifecycle project RM/QM/RTC - using the out of the box processes, are the defect/cp workflows the same dependant on what options are selected?
For example if you select - RM with change management - QM with change management and RTC- formal process or agile, are the workflows the same as a project using RM/QM without change management? norm |
2 answers
There is a pretty basic tool which allows you to visualize your workflows, with the Workflow Visualizer mentioned by Indradri. It isn't an officially supported tool, but I use it all of the time and the thing is really nice. It's easy to setup and install, and you can generally get what you are looking for in about 30 minutes. It works great in my Linux environment, and I have heard people rave about it in their own Windows environments as well.
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Hi Norm,
The processes and workflows are dependent upon which Process/Project Template the individual project areas use. For example, the Quality Professional, Analyst, Developer lifecycle template uses Requirements Template for Testers, Scrum, and Quality Management Default v3 Process by default. When you click on a lifecycle template, you can see which templates will be used for each project area. You have the option of modifying these templates so they fit whatever workflow you desire. Comments
Norman Dignard
commented Apr 24 '13, 8:21 a.m.
Thanks Lauren however I think I need to clarify my question. As it is, there is no documentation that I've found describing what the out of the box process templates implement.
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The default RTC project templates were created keeping different types of project management approaches in mind along with some best practices.
Norman Dignard
commented Apr 26 '13, 7:48 a.m.
Thanks for the info however I was aware of the info in the docs which is just boiler plate info. It does not go into the details of what the processes/workflows are, hence my question. The only means of discovering this info is to actually create various projects with the out-of-the-box templates and go through a mapping exercise.
I agree but if you are specifically interested in understanding the workflows of different workitem types that comes with the default process templates, then you can have a look at RTC WorkFlow Visualiser . You can just export the process template and use the tool to get a graphical view of the workflows thus avoiding creating a project area. Thanks to Honza and I personally liked it.
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