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Lesson 4: Show that the consumer project area uses the process from the provider project area

In this lesson, you verify that the Consumer Project Area uses the process from the Standard Process Project Area.

About this task

In the Formal Process Management process, which the Standard Process Project Area is based on, users with the Team Lead role do not have permission to create or modify work item categories. Because you assigned yourself the Team Lead role in the Consumer Project Area, you cannot create a work item category. After you change the permissions in the Standard Process Project Area so that the Team Lead Role can save categories, you can create a category in the Consumer Project Area.

Procedure

To show that the Consumer Project Area uses the process from the Standard Process Project Area:

  1. In the Consumer Project Area in the web client, try to add a category:
    1. Click Categories.
    2. In the Actions column, click the Action Menu icon (Action Menu icon), and then click Add Category.
    3. In the Name field, enter New Category, and then click OK.
    An error message indicates that you do not have permission to do the operation.
    Error message indicating that the user does not have permission to save categories.
  2. From the Project Areas menu, select Standard Process Project Area. A message prompts you to confirm that you want to leave the current project area without saving your change. Click OK.
  3. Change the permissions for the Team Lead role:
    1. In the Standard Process Project Area, click Permissions.
    2. Select Show by Operation.
    3. In the list of operations, scroll to the Work Items category and select Save Category.
    4. In the Actions column for the Team Lead role, click the Grant Permission icon Grant Permission icon.
    5. Click Save to save the project area.
    The Save Category operation is shown with the Team Lead role selected. In the Permission column, the Grant icon is shown for the Team Lead role.
  4. Create a category:
    1. From the Project Areas menu, select Consumer Project Area.
    2. Click Categories.
    3. Add a category named New Category.
    4. Click Save.
    The categories table with an entry named New Category.

Results

After you change the permissions for the Team Lead role in the Standard Process Project Area, you can create work item categories in the Consumer Project Area.

Lesson checkpoint

In this lesson, you verified that a consuming project area is governed by the process of the provider project area.
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