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IBM Engineering Workflow Management Administration for Process Administrator

815 USD
8 Hours
Classroom Training, Online Training
IBM Engineering Workflow Management Administration for Process Administrator - Code: ODC8165G
IBM Business Partner

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Course Description


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. 


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 


This course is intended for Project Managers and Project Administrators 


    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


When you complete the Instructor-Led version of this course, you will be eligible to earn a Training Badge that can be displayed on your website, business cards, and social media channels to demonstrate your mastery of the skills you learned here.

Learn more about our IBM Engineering Lifecycle Management Badge Program →

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Self-Paced Training Info

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