Generating an application profile document

Use the Document Application tool to generate an application profile. An application profile document provides project information, such as implementation time frames and sizing estimates, to stakeholders.

Information in an application profile document is presented in order based on how the application was built (for example, by case life cycle management), and includes all of the specifications linked with an implementation rule.

1. Open the Document Application tool by clicking Application > Tools > Document from the Designer Studio menu.
2. Click Application profile.
3. In the Application field, select an application in your stack.
4. Select the Include related built-on application layer assets check box to include cases from the selected application and referenced assets from any application in the stack, excluding the Pega layers such as PegaRULES and PegaDM. This check box is available and selected by default if your application has a built-on application.
5. Configure the content and appearance of the document by specifying the following information:
   • Project name — Specify the name of your project. This information is on the title page and relevant sections of the generated document.
   • Organization name — Specify the name of the organization that is sponsoring application development. This information is on the title page and relevant sections of the generated document.
   • Project led by — Specify the organization that is leading application development. This information controls content in the "Executive Summary" and the inclusion of the "Specialty Consultative Service Products" chapter. Options include:
     • Pegasystems — Leaders from Pegasystems. This is the default option.
     • Pegasystems certified partner — A certified partner of Pegasystems. If you select this option, specify the name of the certified partner.
     • Client-self led — The organization specified in the Organization name field.
   • Implementation methodology — Specify Scrum, Pega BPM, or Other. Chapter labels and available options in the Sizing section align with your implementation methodology. For example, Pega BPM measures project status in phases, while Scrum evaluates user stories.
6. Click Project timeline to create a sizing estimate (or timeline) for your project. Enter the expected number of weeks to complete each phase, stage, or sprint. Options vary based on the value you selected in the Implementation methodology field.

   Default values are populated from the most recently attached sizing spreadsheet. You can change these values; however, the values are only reflected in the generated document and are not copied into the sizing spreadsheet.

   Click Submit to include your estimates as a graph in the "Implementation Details" chapter of the generated document.

7. Select the Include process flow images check box to include flow diagrams in the generated document.
8. Specify the order of chapters for the generated document.
9. Optional: Click Save document configuration from the Actions menu to save your configuration settings.
10. Click Generate document to generate the Word document with the current settings.

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