Engineering processes typically differ from project to project. Process tailoring is one way to adjust a standard process to the diferent requirements of each project or program. Stages provides two levels of tailoring: using the tailoring rules that are modeled into the processes and manually adjusting the processes for situations not covered by the tailoring rules.

The tailoring assistant guides you through the tailoring process. It can be started via the process start page and … > Start Tailoring or Management > Tailoring > Start Tailoring.

The tailoring assistant will step through the tailoring questions and answers that are modeled into the processes.

Tailoring questions, answers, and dependencies are defined by the process modelers. See here how this is being done.

TODO: screenshot

After all tailoring questions are answered, Stages calculates the optimal process configuration for the given answers. If you chose to skip some questions, the respective tailoring dependencies will be ignored.

If process elements that are mapped to any reference standards will be tailored away, Stages warns you about potential compliance violations.

The tailoring assistant can be used by users with Tailoring Modify permissions. Process Modify permissions are not required.

Manual tailoring can be performed by users with Manual Tailoring Modify permissions. Process Modify permissions are not required.

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All tailoring can be reset to the default by using the Reset Tailoring action in the Management > Tailoring menu.