Develop a Team Allocation Structure

In the team allocation view, you can create a process by defining which roles participate in activities and find responsible work products and tasks from there. You can also review the roles in a process that has been created by adding tasks or work products to the process. Before you create a team allocation structure, ensure the configuration selected in the tool bar is the same as the configuration you selected as the default configuration for your process.

To develop a team allocation structure:

To access the team allocation editor, select the Team Allocation tab in the process editor.
>Note: For the purposes of this topic, the breakdown element example used is Activity. Other breakdown elements include (but are not limited to) phase and iteration. The element you use depends on the scope of the process you create.
Right click the element (either a Capability Pattern or Delivery Process) to which you want to add structure, and then click New Child > Activity to create a new activity. If needed, create more activities to set up your breakdown structure. Activities (as well as phases and iterations) can be nested inside each other according to how each relates in the hierarchy. You can add roles directly to your activities.
In the Configuration view, review the list of roles. In this view, tasks are sorted by role sets.
Drill into the role sets hierarchy to see which roles are available in this configuration.
Select a role and drag it on top of the appropriate activity. The role is added as a role descriptor. If the role is responsible for work products in the configuration's method content, a wizard appears prompting you to add work products.
Select one or more work products and then click OK. For each selected work product the next wizard window prompts you to select tasks that produce these work products. Again, select one or more tasks and then click OK to add these elements to your process.
Review the role descriptor's details in its properties view. If the properties view is not displayed, in the work breakdown structure editor, right click the role and then select Properties. Use the tabs on the side of the properties view to review different aspects of the role descriptor. In the properties view, you can also perform individual modifications of the role descriptor, such as change the presentation name, add textual descriptions, change work products the role is responsible for, and more. When changing the task descriptor's relationships under the roles or work products tabs, you can add new elements from your method content by clicking the Add... button, or connect your task descriptor with tasks already present in this activity. For more information, see Process Element Properties View
Continue adding roles to your activities.

You can preview what your process will look like in a published Web site at any time by switching to the browsing perspective and then selecting the process, or an activity in the process, in the configuration view. You can use the links on the page to navigate through the process. Switch back to the authoring perspective to continue editing your process.