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How to: Access Process Guidance in Team Explorer

The project portal is the central location for viewing the status of the team project and accessing the critical documents for performing your assigned tasks. If your team project includes a process guidance document, the document is an important source of information for the project because it explains the entire software development life cycle that the team is to follow. Whether a project portal and a process guidance document are included in your team project is determined by the process template used to create the project. If your team project has a process guidance document, you can access the document through either the Help menu or from the Work Items node.

Contact your Team Foundation Server administrator or your team project administrator to make sure that your user account has the permissions described in the following section.

Required Permissions

To perform these procedures, you must be a member of the Team Foundation Valid Users security group. If the necessary security permissions are set explicitly, you must have the View project-level information permission on the team project set to Allow. You must also be a member of the Windows SharePoint Services Reader security group. For more information, see Team Foundation Server Permissions.

To access process guidance through the Help menu

  1. On the Help menu, click Team Project Process Guidance.

  2. On the Process Guidance starting page, use the tabs to navigate to individual topics.

To access process guidance for all work items

  1. Right-click the Work Items node, and then click Team Project Process Guidance.

  2. On the process guidance work items index page, click the name of the work item to access process guidance for that work item.

To access process guidance for a work item field

  1. In Team Explorer, view a work item.

  2. Place the mouse over the name of the work item field.

    If available, process guidance describing the field is displayed in a tooltip.

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