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Introduction: Plan a traditional project

In a traditional project plan, the overall project scope is defined in the release plan for the project. From the project release plan, you assign work to the phase plans for each project phase or iteration.
The following diagram shows the release timeline for a project, the corresponding plan types for each project phase, and the supporting team area structure.
This diagram depicts a timeline for a traditional project and the plan types and plan owners for each project phase.

Learning objectives

In this tutorial, you will learn about the following information:
  • Plan types, such as Release and Phase (or Iteration) plans
  • Creating a plan and assigning work items to a plan
  • Allocating resources to a project
  • Risk management
  • Recording risks and creating risk action work items to track risks
  • Snapshots, and how to create them
This tutorial takes approximately 30 minutes to finish. If you explore other concepts related to this tutorial, it might take longer to complete.

Skill level



This tutorial is intended for project managers or team leads who use the IBM® Engineering Workflow Management web client.

System requirements

  • Engineering Workflow Management web client, version 5.0 or higher.
  • Jazz™ Team Server, version 5.0 or higher.


Use the Formal Project Management process template for traditional planning. Before you begin, ensure that your project area exists and is configured with the appropriate team areas, work item types, and work item categories.
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