This course is designed to provide students with the knowledge needed to configure Engineering Workflow Management project areas and process templates so that change and release management can be effectively adopted by the project team. Topics include Understanding ELM, Managing Project Areas, Managing Reports, and Creating and Managing Process Templates.
Content
Managing Project Areas
Process templates
- Template overview
- FPM template
- Scrum template
Project area elements
- Terminology
- Project area architecture
- Project area elements
- Access control
- Process control
- Roles
- Team areas
- Work item categories
- Timelines and iterations
Setting up a project area
- Connecting to the repository
- Creating a project area
- Adding members
- Initializing work items
- Managing a team area
- Assigning a process role to team members
- Sending invitations
- Creating work item categories
Process Templates
- Overview
- Template overview
- Template types
Working with process templates
- Export and import
- Create from scratch
- UI configuration tools
- Template configuration
Configuring timelines
- Iteration hierarchy
- Timeline naming
Defining roles and permissions
Initializing a project area
- Overview
- The setup project action
- The create team areas action
Customizing work items
- Overview
- Enumerations
- Categories, types, and attributes
- Value-set providers
- Workflows
- Creating and editing a workflow
- Binding workflows
- Customizing work items
- Editor presentations
- Custom editors
- Editor presentation bindings
- Testing
Configuring operation behavior
- Overview
- Project configuration
- Team configuration
- Team reports
- Reports in the web client
- Reports in the team artifacts view
- Viewing a report
- Report resources
- Creating reports
- Formatting reports
- Publishing and importing reports
- Scrum report templates
- Editing report parameters
Configuring Dashboards
- Dashboard overview
- Adding pages and widgets
- Configuring widgets
- Configuring dashboard templates