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IBM Engineering Workflow Management Project Administration, V7.x (RTC)

  • Tuition USD $1,300 GSA  $835.01
  • Reviews star_rate star_rate star_rate star_rate star_half 4119 Ratings
  • Course Code U5NSL63G
  • Duration 1 day
  • Available Formats Classroom

This course teaches project setup and configuration and plan configuration for Engineering Workflow Management (EWM) formerly Rational® Team Concert (RTC). 

This hands-on course takes students through the advanced tasks required to control permissions, schedules, and team assignments. It also covers configuration of the various plans needed to provide users with the views and functionality required to meet team scheduling, workflow, and reporting processes.

EWM is the workflow management component of the IBM Engineering Lifecycle Management tool suite (formerly Rational CLM). EWM provides a scalable solution for answering the following questions: What are we doing? Who is doing it? And how is it progressing?

After completing this course, students will be able to create and configure projects, teams, timelines, role-based permissions, and plan views in EWM.


• Project Area Overview

• Create Project

• Timelines and Iterations

• Roles and Permissions

• Create Teams

• Categories

• Create Plans

• Format Plans

• Best Practices

• Plan Reports

• Environment Settings for Plans

• Kanban Plans

• Format Kanban Plan

• Cross Project Plan

• Quick Planner Introduction

• Work Board Basics

• Plan Board Basics

• Introduction to project areas, teams, timelines, and plans.

• Create project area; add project members; assign roles

• Create project timelines and iterations 

• Create member roles; set permissions for roles

• Create teams; add team members; assign roles

• Create and associate work item categories

• Create and configure plans

• Customize plan format/display

• Best practices for timelines, teams, categories, and plans

• Plan notes, snapshots, and burndown report

• Estimate settings and work environment defaults

• Modify Kanban plan characteristics

• Creating links and plan snapshots to support cross project plans

• Overview of Quick Planner boards

• Creating, configuring, and using Quick Planner work boards

• Creating, configuring, and using Quick Planner plan boards

• Working with Kanban plans

Follow-On Courses:

U5NSL52G: IBM Engineering Workflow Management Source Control Fundamentals, V7.x (RTC)

U5NSL53G: IBM Engineering Workflow Management Source Control - Advanced Topics, V7.x (RTC)

U5NLS61G: IBM Engineering Lifecycle Management Reports (JRS) and Dashboards, V7.x

Additional advanced and administrative topics available, including SAFe templates and plans.


Project managers and power users who are responsible for configuring project setup and release schedules as well as plan configuration and plan usage.


U5NSL62G: IBM Engineering Workflow Management Task Management and Scheduling, V7.x

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

Labs and the study materials provided for Architecting on AWS course are very easy to understand and explains all the topics required to pass the Associate certification.

Overall ExitCertified is a great training provider and the remote learning is as effective as in person.

Class was very informative, although one lab didnt but will try again later

Great class I learned a great deal from the material. There would seem to a large amount that I need to learn about.

Concise and good to follow along. Although it is a lot to take in under a short period of time.

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There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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