Defining project lifecycle templates
The BMC IT Business Management Suite includes two default project lifecycle templates. You can create additional custom templates that reflect the practices of your IT organization, and you can designate one of these custom templates as the default. Each new Project that is created is based on a template.
You can edit a template to include additional phases and tasks. You can also reorder the tasks listed in the template. You can select if you want to apply the changes in a template to only a new project or to all existing projects. When you edit a template that is already in use in a project(s), the tasks and phases that are complete are not modified for existing projects.
The default project lifecycle templates included in BMC IT Business Management Suite are:
- Project
Defines the phases and tasks associated with a Project in BMC Demand and Resource Management as it progresses toward completion. - Business Case
Defines the phases and tasks associated with a project request generated using BMC Service Request Management (BMC SRM) console.
Defining new project templates includes the following steps:
- Specifying the default approvers
- Creating new approver templates and specifying them in the project lifecycle template
- Creating the new project phases (called "tasks" in the template)
- Creating the tasks that are part of each phase (called "sub-tasks" in the template)
- Creating project milestone default values.
The tasks that you add will appear on the Lifecycle tab of the Project Details windows in BMC Demand and Resource Management as chevrons that indicate the flow of the Project through the lifecycle. The sub-tasks that you add will appear as tasks below the chevrons.
By default the Project template has five phases or tasks as represented by five chevrons in the template details.
By default the Business case template has phase with sub-tasks.The dotted underline indicates the presence of a tooltip for that sub-task, which is the descriptive text you enter when you add the sub-task.