Defining a custom process

Configuring the process methodology is a matter of sizing the process to match the needs of a specific organization or individual project. It involves selecting the right set of process components and providing appropriate views into this configuration to hide parts of the process that are irrelevant for certain user-groups.

About this task

To define a customized process view for your organization, analyze a role or category in the process and consider making the following changes:

Procedure

  1. Add, expand, modify, or remove steps in activities.
  2. Add checkpoints to the review activities based on experience.
  3. Add guidelines, based on discoveries made in past projects.
  4. Add tool mentors as needed.

What to do next

Now, you can implement the changes to your process configuration by creating a new process view and inserting custom content.
Related tasks:
Creating a new process view
Inserting custom nodes
Deleting process views
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