IBM Engineering Workflow Management Administration for Process Administrator

This course is intended for Project Managers and Project Administrators 

Upon completion of the course, students will be able to:

• Define how ELM is used 
• Create and configure a project area 
• Manage reports and report templates 
• Define roles to control actions and behaviors in a project area 
• Configure a project and team area 
• Audience
• Project Managers Project Administrators
• Prerequisites
• Essentials of IBM Engineering Workflow Management (WBT) or equivalent 
• Understand basic software development principles 

To benefit from this course, students should have the following skills or experience:

• Essentials of IBM Engineering Workflow Management (WBT) or equivalent
• Understand basic software development principles

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