How can I change the plan view on the process configuration?
Hi,
I've customize a plan view (the work breakdown and schedule view of formal project management) in my project area adding some custom attribute on the column displayed. But if I create a process template from this project area and then create a new project area from this template these changes are not shown and I have always the default view.
How can I set the process configuration source in order to change a plan view?
Thanks,
Michele.
I've customize a plan view (the work breakdown and schedule view of formal project management) in my project area adding some custom attribute on the column displayed. But if I create a process template from this project area and then create a new project area from this template these changes are not shown and I have always the default view.
How can I set the process configuration source in order to change a plan view?
Thanks,
Michele.
One answer
I think you need to "promote" your plan mode. Go to "process configuration" -> "project configuration" -> "configuration data" -> "planning" -> "plan modes" and then select your plan mode. It should have a small "person icon" next to it denoting that this change is only local to the current project instance, and not part of the process yet.
Then you click the "promote" icon in the top of the list. Note, you now have to officially attach the plan mode to a plan type (e.g. a Product Backlog), by going to "plan types" in the same configuration menu, and the "add" your custom plan mode.
This should make your mode part of the process template.
Note that I have problems with promoting changes in an already promoted plan mode, the forum question is here: https://jazz.net/forum/questions/95982/plan-mode-changes-lost-when-promoting-the-plan-mode
Then you click the "promote" icon in the top of the list. Note, you now have to officially attach the plan mode to a plan type (e.g. a Product Backlog), by going to "plan types" in the same configuration menu, and the "add" your custom plan mode.
This should make your mode part of the process template.
Note that I have problems with promoting changes in an already promoted plan mode, the forum question is here: https://jazz.net/forum/questions/95982/plan-mode-changes-lost-when-promoting-the-plan-mode
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