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Introduction: Customize process in your project area and team areas

This tutorial shows you how to customize process in project areas and team areas.
Most of the lessons in this tutorial illustrate process customization in a Change and Configuration Management (CCM) project area, but the concepts also generally apply to Quality Management and Requirements Management project areas. Lesson 7, Configure operation behavior (QM), shows how to configure preconditions for QM operations.

Learning objectives

  • Create a lifecycle project. Add users as members of the project areas that belong to the lifecycle project. Assign roles to those members.
  • Create a timeline. Create a hierarchy of iterations within the timeline.
  • Create a team area. Add members to the team area, and assign roles to the members.
  • Set permissions on roles that apply to all team areas within a project area.
  • Customize permission settings within team areas.
  • Prevent team leads from overriding permission settings in team areas.
  • Create a role and assign permissions to it.
  • Configure operation behavior (preconditions).
  • Create an iteration type. Specify that an iteration is of the iteration type. Configure operation behavior for an iteration type.

Time required

This tutorial should take approximately 60 minutes to finish.

Skill level



Project managers.

System requirements

For this tutorial, these products must be installed and configured:
  • Engineering Workflow Management

One lesson requires IBM® Engineering Test Management.

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