<Project Name>

Development Case

Version <1.0>

[Note: The following template is provided for use with the Rational Unified Process. Text enclosed in square brackets and displayed in blue italics (style=InfoBlue) is included to provide guidance to the author and should be deleted before publishing the document.

Important: There are hyperlinks to pages in the RUP in this template. These hyperlinks must be modified when you create your own development case. For example, assume that the Rational Unified Process is installed in a folder named 'RationalUnifiedProcessX.X'. Also assume that you put the development case at the same level as the Rational Unified Process. In that case you should: 
   Search: "../../../"
   Replace: "RationalUnifiedProcessX.X"]

Revision History

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Table of Contents

Introduction (to top)

Purpose (to top)

[A brief description of the purpose of the Development Case, for example:

"The purpose of the document is to describe the development process for the <<project name>>."

Also give a brief description of what the Development Case applies to; what is affected or influenced by this document.]

Scope (to top)

[A brief description of the scope of this Development Case; what Project(s) it is associated with, and anything else that is affected or influenced by this document.]

Definitions, Acronyms and Abbreviations (to top)

[This subsection should provide the definitions of all terms, acronyms, and abbreviations required to properly interpret the Development Case. This information may be provided by reference to the project Glossary.]

References (to top)

[This subsection should provide a complete list of all documents referenced elsewhere in the Development Case. Each document should be identified by title, report number (if applicable), date, and publishing organization. Specify the sources from which the references can be obtained. This information may be provided by reference to an appendix or to another document.]

Overview (to top)

[This subsection should briefly describe what the rest of the Development Case contains and explain how the document is organized.]

Overview of the Development Case (to top)

Lifecycle Model (to top)

[Briefly describe the lifecycle model employed by the project; containing descriptions of the milestones and their purpose. The purpose is to serve as an introduction to the rest of the development case, not to be a project plan.]

Core Workflows (to top)

[Describe which workflows the development case covers.]

Core Workflow Configuration  (to top)

[Explain how the workflow configuration works. Explain the sections in the Core Workflow sections. Use the following text as a starting point:]

The purpose of this section is to explain how the core workflow configuration works. This includes the purpose of the different tables and sections that describe each core workflow, in section "Core Workflows".

Section: "Workflow"

This section should detail any changes made to the structure of the workflow itself. Typical changes are the addition of activities to describe company specific ways of working, or the removal of activities from the workflow.

Section: "Artifacts"

The section describes, in a table, how the artifact will be used. Additional 'local' artifacts can be added to the table as needed. 

Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
               

 

Explanation of the table

Column Name Purpose Contents/Comments
'Artifacts' The name of the artifact.  A reference to the artifact in the RUP, or to a local artifact definition held as part of the development case. 
'How to use' Qualify how the artifact is used across the lifecycle. Decide for each phase: 
  • Must have
  • Should have
  • Could have
  • Won't have

These are defined in the Guidelines: Classifying Artifacts.  

'Review Details' Define the review level, and review procedures to be applied to the artifact.  Decide review level: 
  • Formal-External
  • Formal-Internal
  • Informal
  • None

For details see Guidelines: Review Levels.

Also add a reference to the definition and detail of the relevant review procedures. The reference could point to either RUP, or to the general Review Procedure section in the development case. More specific review procedures are defined in the workflow's Additional Review Procedures sub-section.

'Tools used' Definition of the tool (or tools), used to produce the artifact. References to the details of the tools used to develop and maintain the artifact.
'Templates/Examples' The templates to be used and examples of artifacts using the templates. References to templates, and examples. This could be references to either the templates and examples in RUP, or to local templates and examples. This column may also contain references to actual artifacts to provide additional help to the project members.
Section: "Notes on Artifacts"

This section has three main purposes: 

  • It contains a list all artifacts that you 'Won't' use, and the motives to why you have decided to not use them. 
  • It contains a reference to the project's Configuration Management Plan, which describes the configuration management strategy to be used when working on these artifacts. The CM Plan should allow developers to answer questions such as: 
    • When do I release my artifact? 
    • Where do I put my newly created or modified artifact?
    • Where do I find existing artifacts for the project?
  • If the development case is a an organization-level development case, this is the place where you add notes on what each project should think about when they decide what to do with the artifact. Use the predefined table below, as a starting point. 
Artifacts How to Use Reason
 
 
 
Section: "Reports"

The section lists the reports to be used. Additional 'local' reports can be added to the table as needed.

Reports How to use Templates/Examples Tools Used
   
 
 
Section: "Notes on the Reports"

This section has two main purposes. First, it will list all reports that the project decided that it 'Won't' use, and motive why it was decided to not use them. Secondly, if the development case is a an organization-level use case, this is the place to add notes on what each project should think about when they decide what to do with the report.

Section: "Additional Review Procedures"

This section captures any additional review procedures that are required for the artifacts used in the workflow. These supplement the general review procedures described in the Overview section, of the Development Case.

Section: "Other Issues"

This section captures any outstanding issues with the workflow's configuration. This section can be used as an issues list whilst the development case is being built.

Section: "Configuring the Workflow"

[This section is used if the development case is a an organization-level development case. This section contains references to helpful information for use when configuring the workflow. This section can be removed by a project.] 

Artifact Classification (to top)

[Introduce the artifacts and the classification scheme. Use the following text as a starting point:]

An artifact is a deliverable of the process. It is often developed within one core workflow, though there are exceptions. The artifacts are organized in the workflow where it is created. To describe how an artifact should be used, we use the following classification scheme (see Guidelines: Classifying Artifacts for details):  

  • Must

  • Should

  • Could

  • Won't

Review Procedures (to top)

[Introduce the review levels and any additional review procedures. Use the following text as a starting point:]

The project uses the following review levels: 
  • Formal-External
  • Formal-Internal
  • Informal
  • None

For details see Guidelines: Review Levels.

Sample Iteration Plans  (to top)

Inception Phase

[List the sample iteration plans used during Inception.]

Elaboration Phase

[List the sample iteration plans used during Elaboration.]

Construction Phase

[List the sample iteration plans used during Construction.]

Transition Phase

[List the sample iteration plans used during Transition.]

Core Workflows (to top)

Business Modeling (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Business Actor
 
 
 
 
 
 
 
Business Architecture Document
 
 
 
 
 
 
 
Business Entity
 
 
 
 
 
 
 
Business Glossary
 
 
 
 
 
 
 
Business Object Model
 
 
 
 
 
 
 
Business Rules
 
 
 
 
 
 
 
Business Use Case
 
 
 
 
 
 
 
Business Use-Case Model
 
 
 
 
 
 
 
Business Use-Case Realization
 
 
 
 
 
 
 
Business Vision
 
 
 
 
 
 
 
Business Worker
 
 
 
 
 
 
 
Organization Unit
 
 
 
 
 
 
 
Supplementary Business Specification
 
 
 
 
 
 
 

Target-Organization Assessment

 
 
 
 
 
 
 
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to use Templates/Examples Tools Used
Business Entity  
 
 
Business Object Model Survey  
 
 
Business Use-Case  
 
 
Business Use-Case Model Realization  
 
 
Business Use-Case Model Survey  
 
 
Business Worker  
 
 
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Requirements (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Actor
 
 
 
 
 
 
 
Boundary Class
 
 
 
 
 
 
 
Glossary              
Requirements Attributes              
Requirements Management Plan              
Stakeholder Requests              
Software Requirements Specification              
Supplementary Specification              
Use Case              
Use-Case Model              
Use-Case Package              
Use-Case Storyboard              
User-Interface Prototype              
Vision              
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
Actor      
Use-Case  
 
    
Use-Case Model Survey  
 
 
Use-Case Storyboard      
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Analysis & Design (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Analysis Class  
 
 
 
 
 
 
Analysis Model
 
 
 
 
 
 
 
Capsule              
Data Model              
Deployment Model              
Design Class              
Design Model              
Design Package              
Design Subsystem              
Event              
Interface              
Protocol              
Reference Architecture              
Signal              
Software Architecture Document (SAD)              
Use-Case Realization              
Notes on the Artifacts
Artifact How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
Class      
Design-Model Survey      
Design Package/Subsystem      
Use-Case Realization      
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Implementation (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Build              
Component              
Implementation Model
 
 
 
 
 
 
 
Implementation Subsystem
 
 
 
 
 
 
 
Integration Build Plan              
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
   
 
 
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Testing (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Test Case
 
 
 
 
 
 
 
Test Class
 
 
 
 
 
 
 
Test Components              
Test Evaluation Summary              
Test Model              
Test Package              
Test Plan              
Test Procedure              
Test Results              
Test Script              
Test Subsystem              
Workload Analysis Document              
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
Test Survey  
 
 
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Deployment (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Bill of Materials
	
 
 
 
 
 
 
Deployment Plan
	
 
 
 
 
 
 
Deployment Unit
	
 
 
 
 
 
 
End-User Support Material
 
 
 
 
 
 
 
Installation Artifacts              
Product              
Product Artwork              
Release Notes              
Training Materials              
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
   
 
 
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Configuration & Change Management (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Change Request
 
 
 
 
 
 
 
Configuration Audit Findings
 
 
 
 
 
 
 
Configuration Management Plan              
Project Repository              
Workspace              
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
   
 
 
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Project Management (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Business Case
 
 
 
 
 
 
 
Iteration Assessment
 
 
 
 
 
 
 
Iteration Plan              
Measurement Plan              
Problem Resolution Plan              
Product Acceptance Plan              
Project Measurements              
Quality Assurance Plan              
Review Record              
Risk List              
Risk Management Plan              
Software Development Plan (SDP)              
Status Assessment              
Work Order              
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
   
 
 
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Environment (to top)

[See the section Core Workflow Configuration that describes what each of the following sections should contain.]

Workflow
Artifacts
Artifacts How to use Review Details Tools used Templates/
Examples
Incep Elab Const Trans
Business Modeling Guidelines
 
 
 
 
 
 
 
Design Guidelines
 
 
 
 
 
 
 
Development Case              
Development Infrastructure              
Development-Organization Assessment              
Manual Styleguide              
Project-Specific Templates              
Programming Guidelines              
Test Guidelines              
Tools              
Tool Guidelines              
Use-Case Modeling Guidelines              
User-Interface Guidelines              
Notes on the Artifacts
Artifacts How to Use Reason
 
 
 
Reports
Reports How to Use Templates/Examples Tools Used
   
 
 
Notes on the Reports
Additional Review Procedures
Other Issues
Configuring the Workflow

Workers (to top)

[This section is used for the following purposes:

  • To describe any changes in the set of workers. For example, it is common that you refine the worker Stakeholder into more than one worker. 

  • To map job positions in the organization to the workers in the Rational Unified Process. The reason for this is that in some development organizations there are job positions defined. If these job positions are commonly used and have a wide acceptance within the organization, it may be worth doing a mapping between the workers in the Rational Unified Process, and the job positions in the organization. Mapping job positions to workers can make it easier for people in the organization understand how to employ the Rational Unified Process. The mapping can also help people understand that workers are not job positions, which is a common misconception. ]

 

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