Move pools and lanes to base project

Very often, we create multiple project files to model different parts of a business, with each project file contains diagrams of process flows for specific part of business. Since the projects are modeling the same business, it is very likely to have pools and lanes common among them. To avoid unnecessary re-working and to reduce the complexity of projects, we can use a base project to store the common project data, and let other projects depend on it to reference to the common data.

When we are working on a depending project, we may discover common data that can be moved to a base project to share with other depending projects. In this tutorial, we will see how to move pools and lanes from to a base project.

May 3, 2011
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Edition: Simulacian (Edition comparison)

  1. Start BP-VA.
  2. Create a new project by selecting File > New Project from the main menu. In the New Project dialog box, enter base as project name. Click Create Blank Project to continue.
    project name
  3. This is our base project. We will use it to store common project data. Select File > Save Project as... from the main menu to save it. Name the file base.vpp and click OK.
    save project
  4. Open the project file book_ordering.vpp attached with this tutorial. You can open a project by selecting File > Open Project... from the main menu.
  5. Open the BPD bookstore. As you can see there is a pool Bookstore, with lanes Sales and Inventory in it. This project file is for modeling the ordering process of the whole business. We can imagine there are other parts of the business such as staff management, inventory management, etc. Therefore, we are going to move this pool to a base project.
    bpd
  6. Open the Model Explorer.
    open model explorer
  7. Right click on the background in Model Explorer and select Manage Dependent Project... from the popup menu.
    manage dep project
  8. In the Manage Dependent Projects dialog box, click Add. Select base.vpp we created and saved in step 3. Click Close.
    manage dep
  9. Switch back to the current (i.e. book_ordering.vpp) project via the drop down menu at the top of Model Explorer.
    switch
  10. Let's move the pool to the base project. We call this process refactoring. Right click on the pool Bookstore and select Refactor to Dependent Project... from the popup menu.
    refactor
  11. Click Yes when you are prompted to save project.
    save
  12. Since the master view of selected pool is owned by a BPD, you need also to refactor (i.e. move) the diagram to the base project. An alternative solution is to remove the (pool) shape from diagram. In this tutorial, we just include the diagram for refactoring. Click on Include Diagram(s) at the bottom right of Include Related Diagrams window to continue.
    include diagrams
  13. Check the elements that will be refactored to base project. Click Continue to proceed.
    check elements
  14. Now, you will find the BPD as well as the pool Bookstore disappear from the book ordering project. They are actually moved to the base project. Create a BPD Order Book in book ordering project.
    bpd created
  15. Select the base project via the drop down menu at the top of Model Explorer.
    select base
  16. Right click on the pool Bookstore and select Create Mirror Model Element from the popup menu.
    create mirror
  17. Switch back to the current project from the drop down menu at the top of Model Explorer.
    switch current
  18. Drag the pool Bookstore onto the diagram.
    drag pool
  19. Fill in the pool with start events and tasks to show the flow of book ordering process.
    bpd completed
    Other projects that depend on the base project can follow the same approach to re-use the pool bookstore in constructing business process models for different parts of the bookstore.

Resources

  1. book_ordering.vpp

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