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Lesson 3: Create a consumer project area

In this lesson, you create a project area that is based on the Standard Setup Process template that you created in the previous lesson. You will then configure the project area so that it consumes the process of the project area that you created in Lesson 1.

About this task

By creating a project area that is based on the Standard Setup Process template, you are creating a project area that has almost no process of its own. Instead, the new project area gets its process from the Standard Process Project Area. When you want to introduce a process change across your organization, make the change in the Standard Process Project Area only. The change will immediately be applied to all of the consumer project areas.

Procedure

To create a project area that consumes the process of the Standard Process Project Area:

  1. In the web client, click Project Areas > Active Project Areas.
  2. Create a project area:
    1. Click Create Project Area icon.
    2. Name the project area Consumer Project Area.
    3. In the Available Processes section, select Standard Setup Process, and in the Members section, click Add to add yourself as a member.
      The Available Processes section of the project area with the Standard Setup Process selected.
    4. Click Save to save the project area.
  3. In the Process Sharing section, click Use the process configuration from another project area for this project area. Click Change, and select Standard Process Project Area. Click OK, and then click Save to save the project area.
    The Process Sharing section with Use the process configuration from another project area for this project area selected. In the accompanying Project Area field, Standard Process Project Area is shown.
  4. In the Members section, click the Process Roles icon (Process Roles icon). In the Edit Process Roles window, select the Team Lead role, and then click Add. Click OK, and then click Save to save the project area.

Results

The project area named Consumer Project Area is created based on the Standard Setup Process template. Because of the initialization that is configured in the Standard Setup Process template, the Consumer Project Area is created with a team area, a stream, and a component. The Consumer Project Area is configured to consume the process of the Standard Process Project Area. Within the Consumer Project Area, you are a member with the Team Lead role.

Lesson checkpoint

In this lesson, you learned how to do the following tasks:
  • Create a project area that is based on a template that creates a team area, a stream, and a component in the project area.
  • Configure a project area to consume the process of another project area.
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