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Process guidance is HTML content that documents the process to be followed by team members working on a team project. Team project work items, reports, and queries can all change during the life cycle of a team project, and be different between team projects. Process guidance provides details about a team project, such as how to complete work item fields, examples of healthy and unhealthy reports, and descriptions of the queries. Process guidance also provides details about the process to follow on a team project, such as roles to assume, and activities to complete.
Process guidance is a collection of HTML Web pages that are stored on the project portal for a team project. Because the content is stored on the project portal, each team project can potentially use a different process and have different process guidance.
You can find and display process guidance from the project portal, Team Explorer, Microsoft Excel work item lists, and Microsoft Project plans.
Furthermore, process guidance can be customized; so as new reports are added, or as work item fields are changed, the HTML content can be updated to reflect the changes and provide correct guidance to the team.
In a team project, there are reports, work items, queries, and work products (documents and templates). Process guidance provides explanations for all of these to help the team coordinate efforts and to follow their process. The following table explains what process guidance details are provided for each team project item.
Process guidance content also describes the team process using a consistent conceptual framework. The framework consists of content items that each represents a distinct piece of the process. Each content item has its own page on which it is viewed. The following table describes each content item in process guidance.
The content items cross-reference each other to provide relevant contextual details. For example, when you view an activity, it displays which roles are responsible, accountable, consulted, and informed. When you view a role, you see the workstreams in which that role is responsible. The framework is designed to piece together details to help you find the information you need to keep moving on your work.
Note The process guidance framework can also be customized. Depending on which process you are using you may see different content items.