Home

User Manual - ProjectManagement.com

1. Selector db Search lt NOT USED gt eR 43929 Migrate Visual Prolog public KB to use new E HelpDesk HelpDesk Ey 2 6 2 6 fei 2 6 1RC1 RC1 a 2 6 2 a 2 6 3 Maintenance Release Maintenance Release dR 43507 Issue Status and AutoRefresh combination 2 6 2 HelpDesk 2 6 43431 Wrong CustomerID in URL on Product chan 2 6 1 RC1 HelpDesk 2 6 8 43432 Priority selection is not stored in Session e 2 6 1 RC1 HelpDesk 2 6 a 42454 Issue 10573 Not able to response on help 8 42703 Issue 10933 Unable to delete contact MS 42876 Helpdesk Documentation 8 42930 Issue 11253 Unable to Answer Customer 43436 Issue 11885 tries to upload ani 8 43449 Issue 11892 It is impossible to attach a fil Issue 11910 Wrona user input error handl Version Filters It is possible to filter on the two properties VersionAppear and VersionDone The properties have several relation possibilities User Manual Page 98 of 204 Agile Tea mi Sc O No Filtering _ Use Saved Filter Use Logical Expression PE AND OR NOT Generation of Release Notes For the filter property VersionDone the relation between can be used to filter out the Workltems marked done from one version to another If the Prompt dialog is used as the way to obtain the value a user will be asked about two version numbers AND 2 6 _ HelpDesk_ 2 User Manual Page 99 of 204 Agile Tea mi eee Agile T
2. amp 43036 ddddd No 07 03 2009 10 03 2009 amp 43074 forES No 06 05 2009 07 05 2009 43074 P 43053 T amp 43031 QQQQQ No 12 05 2009 15 05 2009 09 02 2009 12 03 2009 43031 QQQQQ 43075 VacAD No 12 05 2009 13 05 2009 i amp 43076 JJJ No 04 05 2009 08 05 2009 43076 JJJ 19 Worklte These 2 buttons work as radio group These values regulate problem visualization in the Gantt They behave the same as values in Problem Visualization in Gantt Options dialog Tab Colors and Series Layout Here you can see the Gantt Pane when both buttons are unchecked OResource OProject _OWorkltem Entity Time LI hec 10 19 H m eet Un Man sian PF LateFinish mena 8 LL Elena 36 0 Yes 11 12 2009 17 12 2009 Hi 43162 DDDv 20 0 Yes 15 12 2009 17 12 2009 28 11 2009 43162 DDDv Be KA 43262 gg 16 0 Yes 11 12 2009 14 12 2009 43262 gg i amp LL ES LiI ES 36 0 Yes Gantt Pane Visualize Management Needed Issues button er CT her 1019 a feu E 36 0 Yes 11 12 2009 17 12 2009 e amp 43162 DDDv 20 0 Yes 15 12 2009 17 12 2009 28 11 2009 i 43262 gg 16 0 Yes 11 12 2009 14 12 2009 sates LL ES 36 0 Yes The style in which Management Needed Issues are marked can be chosen in the Gantt Options dialog Management Needed Style C Solid C Shadow Hatch Style SolidDiamond eee S SSS O OSS Gantt Pane Visualize Conflicts with Latest Finish button Conflict area
3. User Manual Page 170 of 204 Agile Tea mi Print Options Department Budc al H Corporate Headquarters 1 000 06 Sales and Marketing 2 Of Field Office East Coast 500 Of Marketing 1 500 0 Finance 40 Of 4 Engineering 1100 0 Customer Support 38 0 Research and Development 460 0 9 Sum 5 gt Fet up various printing options for the current treelist Cancel Apply Help Printing Gantt diagram Use menu File gt Print Gantt to initiate printing of the Gantt pane You will see Gantt Print Options dialog where you can define which Explorer columns if any to include in print document and date intervals Gantt Print Options Printing Grid W Print Grid W Grid on Own Page Choose Grid Columns C Explorer Visible Columns Only Id and Title Columns Splitting Date Period As in Explorer do not Split C Split on Equal Intervals C Select Date Intervals Paper Reports Agile Team shipped together with several predefined Reports New Reports can be designed and added under special support agreement User Manual Page 171 of 204 Agile Tea mi In order to produce some Report just select it from Reports menu and fill out Parameters dialog Reports Help Project Workltems filtered Organize Reports 1 Resource Status Period Report 2 Project Period Report 3 Project Status 4 Resource Period Report The Parameters dialog is specifi
4. Project Properties Dialog When you are creating new Project or changing the existing one the Project Properties Dialog is used This dialog is invoked by double clicking on the node or simply by pressing Enter when the node is selected Also it can be opened with the Properties commands from the context pop up menu for Project nodes and from Edit menu Description document can be one of three supported formats Plain Text RTF or Microsoft Word Document Dimensions Tab This tab contains Part and User defined Dimensions which are can be linked to this Project node The Part Dimension can be used to specify the default Part for Workltems in the Project node If the Part hierarchy is not relevant for the Project the lt NOT USED gt option should be specified Other User defined Dimensions can be used to allow some project nodes to be linked to parts outside the Part tree of the project This is useful for example for Dimensions shared among multiple projects For example the Countries dimension can be used to specify that some projects are developed in Denmark while seme others in Russia User Manual Page 25 of 204 Agile Tea mi x Helpdesk System lt NOT USED gt lt NOT USED gt History Tab In the History tab all changes ef to these Project node properties are tracked User Manual Page 26 of 204 ieee Project Properties What is changed New value When changed Who changed Agile Tea
5. Selected HelpDesk PDC YW Not_implemented p Ui rronte one aE 7 For Inbox private My Favourite private My Open BUGS private My Open Tasks private Next week private E 8 Test KB and Updates Filters private aj This week done private 3 Vacations private get an eri Active public All public 7 Argos open by Phase public Done public Idealist public 7 Known Problems public 7 ManagementNeeded public ix Manager public MyTasks public Open public Ordinary User public i OthersTasks public _ PDC Monthly Reportnew public im PDCSPB Vacations public Planning public Release Notes public WorkItem Reordering public ile Team As we told before once customized Workltem Explorer can be saved as Named View for further reusing It can be performed with the menu command View Current View Save View As In the simple dialog shown below you just type the name for the new View and set whether this View will be public ieee Save Named View Notice that in order to create modify or delete Public Views you need special Permissions View Customization While almost all customizations can be made interactively like columns dragging or similar action Agile Team offers full featured dialog based tool for detailed Workltem Explorer customization This tool can be invoked with menu command Vi
6. Elena Li 160 00 01 04 2009 17 04 2009 ennnnnennenenenennnnensnenanenennnnsnnnennnnnen fi 4 amp 43040 Vacation 160 00 01 04 2009 17 04 2009 i Imple 160 00 01 04 2009 17 04 2009 User Manual Page 130 of 204 Agile Tea mi Z RE BO IE SB OProject _ OWorkitem Entity Tme Proper U on a o tite Rest Start Finish FirstTRI FAEWALTALT PAPAA AVAVA PAT y a Pri Pri 60 00 21 04 2009 30 04 2009 05 02 20 ey amp 43031 QQQQQ 30 00 21 04 2009 24 04 2009 09 02 20 _ amp 43032 Www 30 00 24 04 2009 30 04 2009 05 02 20 a 43036 ddddd 07 03 20 a Vacation Vacation 160 00 24 03 2009 20 04 2009 amp 43040 Vacation 160 00 24 03 2009 20 04 2009 is cPr2 Ss jc r2 7 25 30 04 2009 04 05 2009 06 03 20 aam amp 43034 EEE 7 25 30 04 2009 04 05 2009 06 03 20 It has 3 types of time bars 1 EarlyStart LateFinish bar shows EarlyStart LateFinish values for a node Explorer columns EarlyStart and LateFinish 2 Scheduled bar shows either calculated by Planning algorithm Start and Finish values Explorer columns Start and Finish For Workitems and Activities which did not participate in Planning this bar always shows actual start and finish of a task Explorer columns FirstTRDate and LastTRDate See here Gantt bar with red boundary for Workltem 43054 pay attention that there are no Start Finish values in Ex
7. F Obsolete External Id This dialog has several tab pages General Tab General Tab page shown at the picture above consist of fields that are common for all Dimensions Parent The full path to the parent item is displayed in this field Title In this field you can type Dimension Item Title User Manual Page 107 of 204 Obsolete External ID Properties Tab Property Contact Country E Mail Product Version ae SUD por ter Agile Tea mi This field indicates that selected Dimension Item is not relevant any more but we need to keep it for some reason rather than delete it A unique Identifier of the Item It can be used for interfacing with other systems Optional string value that can be used for interfacing with another systems Mary Jane Denmark sales company 1 com L 7 10 Agile Team 1 7 This tab page contains a property sheet where all custom properties of Dimension Item are listed This sheet has three columns Property Value Inherited Displays the name of a property This column contains an in place editor that corresponds to property data type For properties that support inheritance this column contains a checkbox that is used to set whether this property value is inherited from the parent or not This column is works in conjunction with Value column When Inherited box is checked ON then Value column shows the parent s value When you edit the Value column t
8. Manage Planning Staff team Manager rites al Manage Public Views and Layouts Manage Reports Victor Rybakov Manage Resources Staff team Using this dialog you can manage Global Permissions But keep in mind that you cannot designate any Global Permission to yourself Ask another authorized person to do it for you Agile Team defines the following set of Global Permissions Administer Administrators are super users in Agile Team They have full User Manual Page 145 of 204 Agile Tea mi power for all Global Operations listed below Also administrators have rights to see full trees of all Dimensions and to change permissions for access to all Dimensions Administrators have rights to create new Agile Team logins Change Global Settings Allows changing Agile Team Global Settings Change LockDate Allows changing of Lock Date for TimeReporting When Lock Date for TimeReporting is set then it is not possible to add delete any Time Reports or do any changes to existing Time Reports before this Lock Date Manage Calendars Allows Calendars management Calendars form the basis for TimeReporting Manage Dimensions Permits to create to delete custom Dimensions and or change its Properties Manage Planning Permits to execute the Scheduler and hereby update the plans for all projects Manage Public Filters Allows creating modifying and or deleting of any public Filters Manage Public Views and Layouts Allows to c
9. WBS Number This field is used in order to set a unique WBS number for the Worklitem Get Free WBS Number By pressing of this button you will get the first free WBS number in current WBS tree branch User Manual Page 52 of 204 Agile Tea mi Predecessors Tab 44021 Documentation Apply This page is used to control the list of predecessors for current Workitem Only immediate predecessors are shown here In order to investigate all predecessors use Gantt view You have options to Add and to Delete predecessors for the current Workltem User Manual Page 53 of 204 Agile Tea mi Helpdesk Tab WE Workltem 43171 lt Edit Mode gt Parent Priority Status ID Kind te Ti Tine Constraints Helpdesk Different Tite Unexpected Result for Multiplying of 100 000 by 100 000 Artide Text 6 HTML Source Design Times New Romar mje Normal E 7 U A P A Multiplication of 2 big integers gives a random result mstead of the overflow exception For example multiplying of 100 000 by 100 000 gives 1410065408 Helpdesk page is used to give public description for the Workitem It will be used in Knowledge Base and Product Update Notes Thus the Workltem will produce Knowledge Base article You can give alternative title for the article which will override Workltem title The article text is edited in HTML editor which has two modes Design WYSIWYG HTML Editor HTML Source it is a plain text editor whic
10. Colors and Series Layout The color is regulated by Completion Color ibid OWorkltem L May 4 16 2009 Completion A ar 7ra a aa Aaa HR 43034 EEE 39 98 A Analysis A Documentation 27 90 r Implementation 100 00 p 43031 QQQQQ 44 44 A Implementation 100 00 KnowledgeBase KnowledgeBase of WI 43031 L AINSI T az Draw Pyjamas button 43040 Vacation LL Draw Pyjamas is ON See background stripes 43040 Vacation LL Draw Pyjamas is OFF Bracketed Style for Grouping Nodes button User Manual Page 137 of 204 i fa Fa ad 43031 QQQ 41 P i i Elena Lisenenkova Agile Tea mi Bracketed Style is ON Bracketed Style is OFF aa Show Structured Intervals for Grouping Nodes button There can be situations when ResourceAllocation contains several records for a single Workltem For example vacation can consist of 2 or 3 periods WBS End MaxLoad MaxHours Reserve E 1 43073 Vac GC LL Vacation 2 43073 Vac GC LL Vacation 06 05 2009 09 05 2009 O iw 12 05 2009 13 05 2009 18 05 2009 22 05 2009 EAPRE EEE APPR EP EPP E EE PPE PEE PEEP EEE EE PEE Pe PREP PEEP EEE SEED PE EERE PPECE PPEEE PPE EE PE PEELE EEE PEPE FEET PP ETEPTFEPER EET ETESETES When Show Structured Intervals for Grouping Nodes is OFF grouping nodes such as Workltems or Resources on this picture have Gant
11. Show Timeltem Hints button Hints or tooltips for Gantt bar are rather long so you can switch them on off A hint for a Workltem looks like this User Manual Page 139 of 204 Agile Tea mi otal Time is out of Budget Finish exceeds LateFinish Bar Type Scheduled Bar Start 15 gexabps 2009 r Bar Stop 17 gexadpr 2009 r Node Type Workltem ID 043162 Title DDDv Planned 0 00 Rest 0 00 Used 3 00 Unplanned 0 Completion 100 0 Start 15 gexabpa 2009 r Finish 17 gexa6pa 2009 r First RDate 8 noHA 2009 r Last RDate is not set EarlyStart 9 mona 2009 r LateFinish 28 Honbpr 2009 r Phase Priority 4 Predecessors Gantt Options Dialog Gantt Options dialog has three Tabs Most of the options in the dialog have their analogs in Gantt toolbar See their descriptions above Un described options in the Tab Misc Allow change Timeltem Limits for future use not used now Un described options in the Tab Date Scaler Upper and Lower Bounds Time Band Limits Time Band Limits defines Upper and Lower Bounds of the time axis You cannot scroll Gantt view out of these Bounds Upper and Lower Bounds can be either Absolute Dates or Calculated on Worklitems in Explorer In the second case Upper and Lower Bounds will be recalculated for each Explorer refreshing Start Date and End Date on the Date Scaler Visible Period Limits On this picture Start Date is the 1 of July
12. agile team User Manual Copyright c 2004 2010 Agile Team APS H J Holst Vej 3C 5C DK 2605 Br ndby Denmark http www agile team com Email sales agile team com Tel 45 36 36 00 00 Agile Tea mi Table of Contents AEF OGUICTION EAEE A E E E E A E E E E E A E A E E O E E E S 6 Agile Team Basics s ssesessesessesessesessesesssoesssoesssossosossosossssoesssoesssoesssoesssoesssoesssoesssosossoeosssecssoessssesseseo 7 Work Breakdown Structure ccccccsssssscccccccsceeeseeecccceeseeeesseeeeeeeessaeesseeeeecesssueesseeeeesesssuaaaseeeeeeeessuaaaeeseseess 7 BO US E coats eeaten oeecoers ede earecaccaaturacenaieacdeanseancee 8 MOTOS Ss ca nese ins icv ec oars ees va ws te eno arr vein A sees eave ator ven ne ule asec A ve Shan even aa eesnenneenny ee 9 PRC TING Scere ester teietteteeseatuico E seniqbaduciosatactcenien idamoneoatatemanalenaneteaneeste neces 9 FSS ra ars aces are ec sae sc ane is sc rts eg eae ween esc E aren sens 10 TEREDO oee A E nels paraenecin taan tenn E E EE 10 Y OE E E EE E ee eee ee ee 10 PRO ES E E E enadeeaseresueyaaauenateanieasheess 11 ae E E TE POE A E E E EE AAE NEA E PA E E E EEE 12 User defined DiMensSiOnS sssssssessssssseerressssssrrrrresssssrrrrresssssssrrreressssrtrrrressssserereeesssseerreeessseetereeessseeere 12 PENE ee A E E aascancnoduadsosenacesoaaaueesesaonct 12 Working with Agile Team ccscscsccscsssscscscscccsccscsccscecscsceccecscscescececscscessecscssescecscnceseec
13. ieee Organize Time Period Columns Desired exploring depth of Time Periods Period Type for Past Method to insert new columns Sort Upwards O Sort Downwards March April May May April March Time Periods ao Days You have picked out 3 L Weeks columns Months M Current Previous Previous 1 Previous 2 Previous 3 E Previous 4 Previous 5 aE Hal Years E Years a e Fiscal Quarters El Fiscal HalYears Go Fiscal Year In this dialog you can choose to display columns for the following types of time periods Days Weeks Months Quarters Half of Year Years Fiscal Quarters Fiscal Half of Year Fiscal Years For each type of time period you can select the desired depth of exploration for past and for future The number of picked columns is displayed Note that time period columns require a lot of calculations So the large number of such columns can impact the Agile Team performance Activities As we told befere earlier the fundamental manageable unit in Agile Team is Activity It is important to understand that when you doisg some search or selection then result will contain the set of Activities User Manual Page 35 of 204 that meet the search or selection conditions If the grouping in WI Explorer is not used at all then the Data pane will contain the list of selected Activities ieee Agile Team Explorer server vsql8 pdc spb su database AgileTeam02
14. Oe E Bo OL oe eo ace is Bi oe Po aces is Bo oe Mo Tots 6 Active State Version Done Budget lt NOT USED gt Properties that are by default grouped at this tab are used to control Workitem state and workflow The most important part of this page is Activity control sheet It contains six rows one for each type of Activity Each row contains the following controls Activity Displays the Name of Activity Active This flag is used to Activate or Deactivate the Activity Time can be reported only on Active Activities Resource You can select the Resource or Group that will be assigned on this Activity Used Read only field that is used in order to display time spent on this Activity It is a sum of all time reports on this Activity Estimated This flag shows that the time being spent on this Activity is estimated If this flag is OFF than Rest will be set to Zero User Manual Page 44 of 204 Rest Total Done Agile Tea mi Initially in this control should be specified the number of hours which is planned for implementation of the Activity After this the value displayed in the control is automatically handled by Agile Team As soon as a Resource reports some hours onto implementation of the Activity the displayed number is reduced onto the reported number of hours The value displayed in this control is automatically handled by Agile Team Initially it is set equal to the initial value planned in the
15. System exception for an optimized last call to an object predicate with string arguments ID 42837 Type BUG Fixed in Internal Version 7 2 7 202 Integral values with sizes less than 32bits are actually compared as 32bits values I1D 42839 Type BUG Fixed in Internal Version 7 2 7 202 Compiler Integral overflow exception during static calculations for some constants expressions ID 42858 Type BUG Fixed in Internal Version 7 2 7 202 Internal error for using of an object qualified property in the predicate isErroneous 1 ID 42971 Type BUG Fixed in Internal Version 7 2 7 202 Wrong detection of unreachable code and a variable that is not always bound ID 43032 Type BUG Fixed in Internal Version 7 2 7 202 Compiler dump on heap exhaust ID 423095 Type BUG Fixed in 7 2 7 202 Predicates from and interface delegation does not work together ID 43122 Type BUG Fixed in Internal Version 7 2 7 202 Too slow compilation ID 43242 Type BUG Fixed in Internal Version 7 2 7 202 ESTA demo example incorrect es for some new parameters ID 427 88 Type BUG Fixed in Internal Version 7 2 7 202 The predicates time setWeek and time getWeek do not work properly for certain locales I0 42643 Type BUG Fixed in Internal Wersion 7 2 7 202 Access violation exception on loading DLL during symbols initialization ID 42796 Type BUG Fixed in Internal Version 7 2 7
16. button In the following dialog just enter Workltem ID manually or select it from the drop down list of previously entered values Agile Team x Specify Workltem to Open Enter Workltem ID Cancel E How to Choose WorkItem from Right Pane Press button The currently selected or focused if multi selection is ON Workltem node if any is chosen Tools to Operate a WorkItem Open Locate Bring in TimeReporting eMail _ Four commands can be executed for the chosen Workltem e Open opens Workitem properties dialog e Locate changes the Selector so that Workltem becomes visible in the Explorer Pane e Bring in TimeReporting makes Activities of the Workltem available for TimeReporting i e chosen Activities will be added into Daily and Monthly Views e eMail creates a mail message containing the selected Workltem as a reference to that can be used as a Favorite link User Manual Page 165 of 204 Agile Tea mi Printing and Paper Reports Agile Team supports printing of Workltem Explorer any Dimension View and Time Report Views Several predefined Reports are provided also Printing System Printing System consists of three standard operations e Page Setup e Print Preview e Print and printing of the Gantt diagram These operations are initiated from File menu or from Printing toolbar Ere ate Agile Team Explorer server Eile Edit View Favorite
17. E SQL Authentication confimPassverd Select User or Group ae User Group or Built in security principal From this location pdc spb su Enter the object name to select amples Ces You can choose between Windows or SQL authentication types In the case with SQL authentication you will need to enter a new login name and password In the case with Windows authentication you will have to choose an existing Windows Login from the standard Select User or Group dialog Group Properties When you edit properties for a Resource Group the General tab of the Property dialog looks a little simpler User Manual Page 62 of 204 Agile Tea mi ieee Group Properties gt a a ae General Short Name Speech E Obsolete goup owner meuna F One cannot assign a database login e mail address or a Calendar to the whole Group However you can assign a Group owner This person will be authorized to control group membership User Manual Page 63 of 204 Agile Tea mi Permissions Tab ieee Resource Properties Global Permissions Administer E Manage Calendars Manage Resources E Change LockDate F Manage Dimensions Manage Public Filters Permissions by Projects S WaJTHO A JIA awl Jody 1 m gu TT m i E a ct m wi SLUSITHIO A S73 SWAITHIOn ajeass ISSI ALIEL cia HA ppc A m amp o m m m ae ae ola You can set Global Permissions and
18. File Edit View Favorites Tools Actions Reports Help TETI Eih Search Workltems Explorer 7 TARRA c Pia PDC amp i Agile Team amp Helpdesk B a HelpDesk Agile Team Agile Team Product H E POC WEB E ARGOS Score Migration b Fest Migration Staff Migration Paid Support VIP speech Web order Misc Asistance hj Borispol Aiport re re PDCSPB E E n WI Pane ID E Implementation E Implementation D Implementation E Implementation E Analysis E Analysis f Implementation amp Analysis E Implementation E Implementation E Testing f Implementation f Implementation f Implementation E Analysis E Analysis 22 Activities KAES PERS Piaf ie Look for Find Now Title Agile Team vs Competitors Agile Team vs Competitors Agile Team vs Competitors Business Plan Business Plan Business Plan Choose CMS Create Client Setup Create Client Setup Create Content Create The Administrative Data Create The Administrative Data Create The Administrative Data Documentation Documentaton Documentaton Icons for Agile Team OnLine Help Agile Tea mi In Progress In Progress In Progress In Progress In Progress In Progress In Analysis In Analysis In Analysis In Analysis In Progress In Progress In Progress In Progress In Progress In Progress In Analysis In Analysis Agile Team Produc 1 7 Stage II Agi But usually the G
19. If this option User Manual Page 105 of 204 Inheritance Explorer Column Dimension View Boolean Agile Tea mi is set then if sum of children item s values exceeds the parent s value then such parent value is marked with red color Hide if True Agile Team will hide Dimension Items with this Property set to True when menu option View Obsolete Items is set to OFF This flag indicates whether standard inheritance mechanism is applied to this property Here you can select the Workltem Explorer column where the selected property will be displayed in case of grouping by the given Dimension Agile Team automatically generates a separate View for each user defined Dimension ie Agile Team Explorer server 10 11 7 16 252 sqlserver3 database Agile Team_PDCDK_1 File Edit View Sag H ACL Support 04 2005 amp ACL vedr SCORE Agile Team AHTS 2 KFR DLG AHTS VagtPlan cel Air Alsie i AirPMS dummy PC er til Polen Aktivitets Snitflade i Modul Tjenestetic Alinea Sara Licens H Alinea Syntese E Alinea UniC4ogon Amrose robotmodellering i Andet i Appcall Support og Drift H Appointments Calendar H APSM Filtrering af Afvigelser H APSM IATA Slotmanager Tilpasning H APSM STM Integration APSM Support H APSM Telegram Bro APSM Udvidelser APSM Udvidelser H ARGOS DIADEM a Ana OARA rr Favorites Tools Actions Reports Help Title gt cE
20. Management Needed column Explorer Columns Start and Finish columns User Manual Page 127 of 204 Agile Tea mi Values in Start and or Finish columns may be empty it means that this node does not participate in Planning when both values are empty or appropriate dates cannot be calculated for some reason In these cases you should check that Resources are assigned estimates are given and there exists Resource Allocation Records that allocates Resources to the Worklitems Values in Start and Finish columns sometimes are red Also in this case values in EarlyStart and LateFinish columns are red It means that there is conflict Finish is after LateFinish Planned column The Planned column in the Time band shows how much time is scheduled to Resource s from the Resource column UnPlanned column The UnPlanned column in the Time band shows how much time remains unscheduled Resource column The content of Resource column is extended by the additional list of Resources that are scheduled to an Activity So the Resource column contains Resources that have TimeReports on this item and those that are scheduled to this item It is a summary column i e values are merged up the grouping nodes Picture 1 OWorkitem ID __ Title Rest UnPia__ Plan Assi Resource _Start_ Finish _ FirstTR LastTRD__ 43098 bg
21. Migrate PDC projects fi Create Content gt Migrate rojects pi Icons for Agile Team iz Misc Asistance E Borispal Airport Ey PDCSPB F Speach Selector Data Panel 11 WorkItems 4 nT Selected Agile Team Produc Figure 1 Selector and Data Panel User Manual Page 15 of 204 Agile Tea mi Tree Operations Four basic operations are available in each tree in order to manipulate the tree items I mul mnl rel snes i Add Subltem Creates a new Tree Node Invokes the Item Property dialog in order to set up it Delete Item Drops the selected item Move Item Up Used to organize items in a tree Move Item Down Used to organize items in a tree To edit selected tree node properties you need to press the Enter key or double click on node Then the node properties dialog will be shown Drag n drop Drag n drop is widely used in Agile Team It allows to reorganize nodes in trees or to easily set values For example if you want to set some Workltems to be completed within some Phase simply drag those Workltems to the correspondent node in the Phases tree in Selector Inheritance Inheritance is one of the core features of all entities of the Agile Team If you create a subltem of some kind say sub Project of the existing one then a new project will inherit most properties from its parent j by default This will be indicated with a small letter I near the property
22. S B C B Agile Team Explorer eMo D fpatePrnteq EF F Page Page of Pages Preview Dialog Further customization of the document can be done inside the Preview dialog Preview File View Background PrintingReports Alt Cap a a Ly B a TAJA 100 I bE amp Alla Onrer g Agile Team Explorer i ee ee eee eee et Toolbar buttons that provide customization User Manual Page 169 of 204 Agile Tea mi 0 Customize TreeList U Customize LY Page Setup Customize Report Title Header and Footer dialog Customize TreeList calls TreeList Print Options dialog that now contains only 1 Option include or exclude Footers of TreeList TreeList is an underlying control of the most Agile Team panes f TreeList Print Options l Don t show Footer for Sum Items Customize calls Print Options dialog where you can make various modifications on the fly and see their result in the sample Preview box before actual applying Print Options Print Department Bude 4 H M Header Corporate Headquarters 1 000 Of sea Sales and Marketing a eee Field Office East Coast J F HorzLines Marketing i M VertLines Finance ol Engineering F TreeButtons Customer Support F TreeIndent Research and Development 9 sum 5 4 Fet up various printing options for the current treelist Cancel Apply Help
23. Tab Colors and Series Layout The color of EarlyStart LateFinish bars is regulated by EarlyStart LateFinish Time Series color ibid Oworkitem O D Title EaryStart LateFini Start Finish amp 43036 ddddd 05 05 2009 06 05 2009 S 43034 EEE 01 05 2009 10 05 2009 06 05 2009 07 05 2009 amp 43031 QQQQQ 01 05 2009 10 05 2009 07 05 2009 13 05 2009 amp 43053 T 06 05 2009 06 05 2009 OWorkltem DC a Finish Entity Properties ID Title EarlyStart LateFini Start _ amp 43036 ddddd 05 05 2009 06 05 2009 amp 43034 EEE 01 05 2009 10 05 2009 06 05 2009 07 05 2009 amp 43031 QQQQQ_ 01 05 2009 10 05 2009 07 05 2009 13 05 2009 S 43053 T 06 05 2009 06 05 2009 R Use Explorer Colors button Colors for drawing Gantt time bars are customizable This option regulates Scheduled bars color A g a A n 2 N l So a LZ G 009 42024 EJ L nqa Mzaa If Use Explorer Colors is ON the color of Scheduled bars is derived from the color of appropriate node User Manual Page 136 of 204 Agile Tea mi amp 43031 QQQQQ InPr If Use Explorer Colors is OFF the color of Scheduled bars is defined in Gantt Options dialog Tab Colors and Series Layout Show Completion button See Completion bars narrow in gold color Compare with Completion column of Explorer It is the same as Draw Completion Series in Gantt Options dialog Tab
24. 1 3 807 2 1 4 07 2 1 1 Bj Electronic FlightBag 807 2 1 5 Eg FlightOps 807 2 1 2 Icon By default newly created Dimensions will have the icon You can change it at any time by pressing the Change Icon button User Manual Page 103 of 204 Agile Tea mi How to Create a New Custom Dimension To create a new custom Dimension press the Add button in this dialog A new Dimension with the icon and the Dimension N name will appear in the list You can change its name icon and define Item properties further How to Rename a Custom Dimension In order to rename a custom Dimension just select it in the list and press the Rename button Type a new name in the in place editor Submit renaming by pressing the Enter key How to Delete a Custom Dimension If you want to delete a custom Dimension select it in the list and press the Delete button If there are any references to this Dimension items from a WBS or another Dimension you will be warned against it How to Define a Custom Dimension Item Properties Any user defined Dimension can have an arbitrary set of custom properties The Design Properties tab page provides a tool for designing and maintaining of these set of properties h D _ SSS sers F Global Options for All Dimensions Properties Design Properties Descrinti Caption Options Can Inherit Explorer Column Contact ing Length 50 Country E Mail Product Version Countries
25. 2009 100 0 100 0 L amp K 43254 P33 3 10 11 2009 16 12 2009 200 0 200 0 Reserving time for Tasks that Are not Estimated You can reserve a buffer for some various tasks which are not convenient to plan for example everyday management support etc Such reserving records must precede other records except records with fixed dates The sample below reserves 1 hour per day 5 hours per week for consulting users on the Project AgileTeam Pay attention that the Reserve flag is set Even if there are no assigned Worklitems in User Support Project these 5 hours will be subtracted from the available weekly working time So Worklitems from the Project Pri will be scheduled based on 7 hours a day presuming 8 hours per day Calendar Properties enon i WBS Start End MaxLoad MaxHours Reserve User ae PDC Agile Team ORG lt NOT SET gt NOT SET gt 0 m a2 C lt NOT SET gt lt NOT SET gt Tit An example Detailed spec of reserving time Priority WBS Start End MaxLoad MaxHours Comment Reserve P1 Fravaer 16 03 2009 22 03 2009 Fre ed 2 09 03 2009 15 03 2009 12 0 Fraveer 3 lt NOT SET gt lt NOT SET gt 49 Diverse 4 lt NOT SET gt NOT SET gt 5 0 20 0 Booking aflevering 5 F09 Aviation Airports Misc 4ppcal Support og Drift 4ppcal Support lt NOTSET gt lt NOT SET gt F Another example specifying the order to work on projects User Manual Page 124 of 204 Agile Tea mi Priorit
26. 202 Incorrect results on conversion from the unsigned64 type ID 43253 Type BUG Fixed in Internal Version 7 2 7 202 Phase Properties Phase Properties dialog is used in order to inspect or edit Phase nodes Specific Phase properties are at General and Time Constraints pages Phase Properties ie pe User Manual Page 113 of 204 Agile Tea mi Parent Full path to the parent item is displayed in this field Title Name of the Phase Type Type of Phase node Can be one of Phase Group Manager Phase Manager When SCRUM is used it is Sprint master ID Unique Identifier of the Item It can be used for interfacing with other systems External ID Optional string value that can be used for interfacing with other systems ieee Phase Properties Time Constraints Parent Earliest Start Earliest Start Defines the date that the planning subsystem takes into account as the starting date for Phase scheduling If the Earliest Start is specified then Workltems that are linked to the selected Phase will not be scheduled to start before this date Latest Finish Latest Finish is not taken into account for the planning algorithm but if the calculated Finish is later than Latest Finish this field will be marked red in the Explorer and seen on the Gantt conflict areas When dialog is submitted Agile Team checks that Time Constraints of current Phase fit constraints of the parent Phase Phase property dialog shows par
27. 29 38 7 38 23 00 LL ES DenisD ES LL LL ES 09 10 2009 13 10 2009 17 07 2009 10 09 2009 Implement 15 00 LL ES LL 12 10 2009 13 10 2009 17 07 2009 17 07 2009 Implement 8 00 LL ES ES 09 10 2009 09 10 2009 Implement LL ES DenisD 10 09 2009 10 09 2009 4 Implement 29 38 7 38 LL ES LL ES 4 amp 43103 c 9 00 9 00 LL DenisD LL 09 10 2009 12 10 2009 24 07 2009 27 07 2009 The Assigned Resource is a Resource Group LL ES which consists of 2 single Resources LL and ES There are 4 nodes for Implementation Activity of the Workitem 43098 For Resource LL it is planned and has TimeReports already For Resource ES it is planned and has no TimeReports For Resource DenisD it is not planned but has TimeReports For Group Resource LL ES it is Assigned Resource it is not planned because only single Resources participate in Planning It has non zero Rest value Also unplanned remainder is placed into Unplanned column for this Resource Pay attention that on the Worklitem level Rest Planned Unplanned Grouping by Resource column User Manual Page 128 of 204 TM Agile Team Grouping by Resource column is allowed On this picture you can see grouping by Resource for data in above picture DEEE Properties m mue Rest UnPia_ Plan__ Assi_ Stat_ Finish _ FirstTR_ gt 2 DEI De LL L 24 07 2009 10 09 2009 3 43098 bg LL ES 10 09 2009 10 09 2009 A Implem
28. 655 Sara Syntese til businformation J Projektledelse a Tuning navne og forkortelser ar Udvikling integrationskomponent oe 711 HEE ACL Support 04 2005 E Agile Team aia Air Alsie o E Implementation ia Administration E Development D Crew oe CrewConnex EE Electronic Flight Bag Dg FlightOps oe Alinea Sara Licens EEE Alinea Syntese Sue Alinea UniC4ogon i Implementering on Projektledelse 2g Test EE Andet HEE Appcall Support og Drift 730 780 1 780 3 730 2 fil 631 af a07 807 2 807 22 807 2 1 807 2 1 3 807 2 1 4 807 2 1 1 807 2 1 5 807 2 1 2 T3 725 736 786 2 736 1 a OnGoing EarlyStart Yes Yes 8 11 2008 lt NOT SET lt NOT SET gt lt NOT SET lt NOT SET lt NOT SET lt NOT SET gt lt NOT SET lt NOT SET lt NOT SET lt NOT SET gt lt NOT SET lt NOT SET lt NOT SET gt lt NOT SET gt lt NOT SET lt NOT SET 11 1 2006 9 1 2008 lt NOT SET gt lt NOT SET gt lt NOT SET gt lt NOT SET gt 5 1 2006 Responsible Jens Otto Kjzerum Jens Otto Kjzerum Jens Otto Kjzerum Jens Otto Kjzerum Dan Ole Johansen Leo Schou Jensen Henriette Cordes Henriette Cordes Henriette Cordes Henriette Cordes Henriette Cordes Henriette Cordes Henriette Cordes Henriette Cordes Henriette Cordes Ulla Dinesen Ulla Dinesen Ulla Dinesen Ulla Dinesen Ulla Dinesen Carsten Kehler H Propertes Group Speech Speech Speech Spee
29. A Agile Team vs Competitors Public Web z amp Create Content a Choose CMS i f Icons for Agile Team A Port Agile Team to SQL Server Express Theare are some hard coded links in HelpDesk No grouping All Activities are shown as plain list without any grouping applied Project column displays full path from the root down to the Project node to which the Activities belong Activities Sorting It is possible to sort Activities shown in TimeReport views by any column Just click at the column header to switch between ascending and descending sort order Sort order is shown as a small arrow icon in the column header User Manual Page 75 of 204 Agile Tea mi Miscellaneous Operations Operation Menu Command Shortcut Key Toolbar button Create New Workitem File New Workltem F7 Locate the selected Workltem in Explorer View Add TimeReport Daily Favorites Add to View to Favorites Favorites TimeReport Daily View Resource Period Report Reports Resource Period Report TimeReport Daily View The TimeReport Daily view is the most convenient tool to do Time Reporting for the current day Wr Agile Team Explorer server vsql pdc spb su database AgileTeam02 File Edit View Favorites Tools Actions Reports Help TimeReport Daily i Hide Zero Rows Title EH PDC HEE Agile Team amp Helpdesk E HelpDesk SAEF 2 6 KBSRelease notes ag orc aE Agile Team Big a ig ORG EJ Agile Team Product 2 f Business
30. Accumulated 153 0 1 0 3 0 17 0 25 0 33 0 33 0 33 0 48 Activities 314 0 170 0 3108 3 23 0 2 0 0 The TimeReport Monthly view consists of columns for Activity properties and the Daily sheet The Daily sheet corresponds to a selected Resource calendar for a specific month Holidays are highlighted by slate red color The current date is highlighted yellow The TimeReport Monthly view allows summing of reported time by Activities and by Days and Weeks It contains the Month column and four summary rows at the bottom Summing of reported times by Activities horizontally gives the possibility to see how many hours have been used on a given item during the month Summing by days or weeks vertically gives a possibility to see how many hours have been used each Day each Week and during the whole month How to Select a Resource and Month in the TimeReport Monthly View By default the TimeReport Monthly view allows inspecting and editing reports for the currently logged user and for the current month However you can do it for any other Resource and for any month in the past also A Resource month and year can be chosen in the following toolbar The leftmost dropdown tree at this toolbar is used to select the Resource whose Time Report you want to show Month and year pickers next to the Resource chooser allow selecting a month and a year of the User Manual Page 80 of 204 Agile Tea mi Time
31. Branches The third level in the tree represents the versions of a product Versions View The list of versions can conveniently be viewed and managed in the Version dimension view User Manual Page 87 of 204 Agile Tea mi eee Agile Team Explorer server VSQL8 pde spb su database Agileleam02 File Edit View Favorites Tools Actions g Help bd rll Versions Selector Panel Identification VersionNumber ID ReleaseDate Public BranchedFrom EH Agile Team 10000 BA 7 10008 1 6 34 CPH and SPB 9 lt NOT USED gt HO AgileTeamRu 10054 Agile Team 5 Ji Dictus 10023 Agile TeamRu trm gy 0 3 10024 Dictus TransEditor cs 0 4 10025 Help Desk HA os 10026 E 23 p amp o 10027 a d 24 2 em L3 10028 ey 4 25 i amp 1 4 a gm 2 0 10057 a Dictus TransEditor 10066 3 2 6 3 Maintenance Release Gh CD HelpDesk 10019 2 2 6 4 Maintenance Release oc 23 10020 5 2 6 4 1 Quick Fixes 2 HA 34 E 10021 sa BG 25 10022 2 4 3 HelpDesk 2 4 oS S TransEditor 26 1 10044 24 02 2009 Ye VIP 2 bo 2 6 2 10047 03 03 2009 7 Maintenance Release 2 6 3 10051 25 04 2009 E Maintenance Release 2 6 4 10079 15 06 2009 Quick Fixes 2 6 4 1 10093 18 06 2009 i 2 6 7 10090 lt NOT SET E P Sara 10035 1 0 SpbVipSolutions 10037 H TransEditor 10029 H A VIP 10009 ai H E 8 h g Q Agile Team operates with three different kinds of version nodes each having their own icon Current Version EF This is the version
32. For WI Pane i John Smith Layout private Gantt Pane F10 Organize Layouts Predefined public Obsolete Selector Nodes Ctrl F6 Agile Team Layout public Closed Selector Nodes in the Project Tree Shift Fo Simple public Non Public Versions Fo It is allowed for the personal use to choose both public and private Layouts In order to drop a personal assignment of a Layout you should select Default for Project option Applying of Layouts Layouts are automatically used on each opening of a Workltem in Workltem Dialog or Workltem Pane and each time when Workltem Dialog is started to create a Workltem Choosing of the Layout to be allied depends on e The Layout assigned to Project or WBS Group that is parent to the opened Workitem or to the parent WBS Item set in Workltem Dialog when creating of a Worklitem e The Layout defined for personal use when defined is always applied irrespectively of the inherited Layout e The Kind of the Workltem If a Layout for the Workltem Kind of a Workltem is not found in the sets of assigned or inherited Layouts then the predefined Layout of the Workltem Kind is used Local User Options There are a lot of options that allow customizing the work with Agile Team and specifying the workspace according to your needs and preferences These options are individual for each User In order to inspect or modify these options choose menu command Tools Local User Options All available options are g
33. Layout will have the same scope and name of the original Layout You may not assign to an imported Layout Public scope if you are not an Agile Team administrator or do not have Manage Public Views and Layouts permission Layout Design In order to create a new Layout you should select an existing Layout and press Design button When selecting in Layouts tree list of a node with a Workltem Kind button Design will open a Layout corresponding to the kind But with selection of a node with name of a Layout button Design will open a Layout for Task Workltem Kind Changing of Layout is only allowed when Customization form is activated After closing of Customization form its reactivation is possible by Design button which is added to the set of the ordinary control button of Workitem Dialog Locate Print Copy Mail OK Cancel and Apply The buttons are the only controls which cannot be customized l eee Design mode p Farent Priority Status Customization Descriptions Management Time Reports SEA e ee e Hidden Items Layout Tree View Originator Ld Li Emoty Space Rem Description Original Description Stebel Documentation Comment Te 4 All Separator Splitter L Earliest Start Error Severity Example Exists In y How To Reproduce Latest Finish lt Moving a Control Select a control an element of Layout and drag and drop it to the needed position User Manual Page 189
34. Plan Implementation f Documentation Implementation f Agile Team vs Competitors Implementation a OnLine Help Analysis Analysis f Create Content Analysis fj Choose CMS Analysis Poors ornoen f Create an Example in empty Database for customers Analysis f Theare are some hard coded links in HelpDesk Implementation cia Speech Ey POCSPE fig ore HE Projects E Hidden Reports 260 0 253 0 7 0 20 9 45 Activities 45 173 5 3096 8 moan acO oca o0 oo aE o 00000048 The TimeReport Daily shows the activities that are available for Time Reporting for a selected Resource and at a selected date User Manual Page 76 of 204 Agile Tea mi Activities are displayed in a grid which is able to group sort and filter them Reported time comments and the Done state can be edited using in place editors How to Select a Resource and a Day in TimeReport Daily View The TimeReport Daily view allows inspecting and editing reports for every Resource and entered at any day not only for the currently logged user and not only for present day This is controlled by the following section of the Daily toolbar Oleg Erjomin 7 6 2009 A P The leftmost dropdown tree at this toolbar is used to select the Resource which Time report you want to show Date picker and arrow buttons next to the Resource chooser allow selecting the date of the Time Report that you wish to see or edit How to Enter a New Time Report or Edit an Exis
35. Properties Time IE ap 1123 2m9 2 Tite Start Finish Project Pr Rest Un rrr aaa H H 14 04 2009 22 04 2009 54 00 U H_A H_A 14 04 2009 17 04 2009 30 00 HA 4 WIA 14 04 2009 17 04 2009 P1_A PPP P1 4 10 00 4 W2A 14 04 2009 17 04 2009 P2_A PPP P2 4 20 00 4HB HB 17 04 2009 22 04 2009 24 00 He amp 4 W1B 17 04 2009 22 04 2009 P1_B PPP P1 4 16 00 4 W2B 17 04 2009 22 04 2009 P2_B PPP P2 4 8 00 Using EarlyStart and LateFinish for Planning If EarlyStart is specified for a Workltem it will not be scheduled to start before this date LateFinish is not taken into account for the planning algorithm but if the calculated Finish is later than LateFinish this will be marked red in the Explorer and seen on the Gantt conflict areas Both EarlyStart and LateFinish of the Workltem can be inherited from the parent WBS node or from Phase to which Workltem belongs Planning algorithm takes into account the latest of these EarlyStart values User Manual Page 126 of 204 Agile Tea mi Using Predecessors for Planning i Agile Team Explorer server SvrMunin SQLSERVER3 database agile team_pdcdk File Edit View Favorites Tools Actions Reports Help 1 Selector A Search workItems Explorer gt i All public Look for Find Now BENI iDa lt nothing gt amp 24887 Accept te SBa WorkPackage 1 War
36. Report that you wish to see or edit Arrow buttons are used to navigate to previous and next months How to Collapse Expand the TimeReport Monthly View by Weeks In order to get a more convenient view you can expand or collapse the Daily sheet of the TimeReport Monthly view using the Weeks toolbar Weeks ESI 6 12 ESCO This toolbar contains buttons for each week in a month The buttons display dates of each week The highlighted buttons correspond to collapsed weeks The collapsed weeks have column headings like Week1 Week2 etc TimeReport Monthly View Columns Like all other Agile Team views the TimeReport Monthly view contains the Column Picker It can be invoked by the View Column Picker menu command CtrI K or by pressing the Ey toolbar button ieee Column Picker Activity Activity Kind Can be one of the following Analysis Implementation Testing Documentation Knowledge Base or Review Done This column contains a checkbox that can be used to set the Done state of the Activity ExtID An optional string value that can be used for interfacing with other systems FinDate The latest finish date User Manual Page 81 of 204 Kind Month Part Phase Priority Rest State Title Total Used WBS No Agile Tea mi Workltem ID to which the selected Activity belongs Workltem Kind Kinds of Workltem are Bug Task Issue Question and Note Summary column that shows the s
37. Selector is a copy of the Main Selector but it is applies only for search task Alongside with the Search Panel Agile Team offers the Quick Search Bar es AE Look for v Find Now This Bar is available regardless of whether the Selector or the Search Panel is activated To find Workltems that contain some words or phrases quickly simply type them in this Bar and press Enter or the Find Now button Agile Team Search Engine will use the same settings as in the Search Panel We recommend using the Full Text Search for all words and word forms in most cases if this feature is available Using Filters The filter mechanism in Agile Team is an advanced tool that being used separately or in conjunction with the Selector form the conditions for exact selecting Workltems Agile Team supports both Public and Private filters Public Filters are available for all users but Private filters are defined by each user for his own needs In order to be able to modify the Public Filter a user must have a special Permission Users can exchange filters by means of the Organize Filters tool if these filters seem to be useful Filters can be applied by means of The View Filters Filters menu command F3 The as toolbar button Once applied the current filter is displayed in the Status Line User Manual Page 152 of 204 Agile Tea m IBF Agile Team Explorer server vsql8 pde spb su database AgileTeam02 tS gt i t Fi
38. The reason for time changing New Rest estimate h You can easily change the Rest time for a selected Activity using the TimeReport Daily view Enter a new Rest value in an appropriate column for a selected Activity If the field Explanation for Time Changing is set to Required for the Project to which a Workltem belongs you will be asked to enter explanations in the dialog shown below Enter the reason for change The reason for time changing You can add a short comment to the Time Report This can be done using the cell in place editor Type a time value of the report then type space then type a comment For example 2 0 Simple Comment If a Time Report contains a comment its cell will be marked with a small red square in the upper right corner Acomment will be shown at the tooltip while the mouse hovers this cell And finally you can set the selected Activity Done Just check the box in the column Done for this activity If you want to change other properties of an Activity or a Workltem just double click on the Daily view row and Agile Team will show the Workltem dialog for the selected Worklitem Summary Rows A big advantage of the TimeReport Monthly view is for employees with Flexible working hours because Agile Team supports individual Calendar assignment for each Resource Agile Team can then calculate if there is registered more or less hours than the monthly norm Four bottom rows of the TimeReport M
39. TimeBars for a node are visible and time period is minimal O a7 Lr Imple Imple Node Properties calls a Property dialog of an appropriate type for a current node The same is performed by double click How to Print Gantt Printing of the Gantt Pane is not implemented to the desired extent To print Gantt use menu File gt Print Gantt Now it consists of 2 pages EE Print preview OOOO 62 00 BBB Cose Page 24 Gantt Pane Options Gantt Pane is customized by means of Gantt Toolbar and Gantt Options dialog Gantt Toolbar Z Ez eamele Ela Z Customize Gantt Pane button calls Gantt Options dialog See the pictures 2 Tabs of this dialog below l Show Gantt Bars only for Scheduled items button When Option is On only scheduled items are shown in Gantt Pane i e those that participate in Planning are estimated included in ResourceAllocation View etc When Option is OFF all items of Explorer have their representation in Gantt Pane except those that have no TimeReports columns FirstTRdate and LastTRdate are empty Not scheduled items have red for done or blue for not done boundary Start and Finish of Gantt Bar for non scheduled item is defined by First TimeReport date and Last TimeReport date User Manual Page 134 of 204 Agile Tea mi Here option Show Gantt Bars only for scheduled items is OFF Workltems 43076 and 43054 are not scheduled
40. appear Selected Time Period Columns will be listed under Time branch of the tree In order to return to factory settings press Default button Then only following columns will remain ID Title Workitem Status Resource Used Rest and Total Grouping Customization Column Grouping is handled using the following dialog User Manual Page 179 of 204 Agile Tea mi ieee Current View Grouping Available Columns Available Columns list box contains all Workltem Explorer Columns which allow grouping except those included in grouping already Group By listbox contains columns on which the grouping is performed by In order to change grouping order press Up and Down buttons Sorting Customization Column Sorting is handled using the following dialog Available Columns list box contains all Workltem Explorer Columns except those for which the sorting has been appointed already Sort By listbox contains columns on which the sorting is performed by In order to change sorting priority press Up and Down buttons At the picture above the sorting will be User Manual Page 180 of 204 Agile Tea mi performed by WKind then by Total and finally by Used The Sort order i e Ascending or Descending is controlled by button with small triangle icon Just press this button to switch the Sort Order Filter Setting It is possible to associate any filter with the View Just press Filter button and Agile Team will show standard Filter dialo
41. as the starting date for Workltem scheduling Error Severity can be one of the following Normal Unlikely Critical Critical An optional string value that can be used for interfecise interface with other systems A finish date of the Activity or and Workltem calculated by the Planning system The first Time Report date of the Activity Workltem The latest Time Report date of the Activity Workltem The Latest Finish is not taken into account for the planning algorithm but if the calculated Finish is later than this field it will be marked red in the Explorer and seen on the Gantt conflict areas A calculated field that indicates that some attention is needed from a manager The column is empty if no action is required otherwise it indicates the reason why management is needed Analysis done Estimate changed Workitem created etc On the grouping levels this information is aggregated to show if any action is needed to be taken A Resource that is the Manager of the Workltem Indicates whether the Workitem is marked Obsolete Yes No value Provides sorting as in the Selector tree of Project nodes and Wls in Data User Manual Page 32 of 204 Originator Parent Part Phase Predecessors Priority Project Publish Resource Rest RestBudget Start StateDate Status Title Agile Tea mi pane of Explorer when there are no sorted columns This column displays as to who is reg
42. bookkeeping system Using these two fields a Project Manager can set a default Workltem dialog and Workltem Pane layouts These layouts will be used ifa user chooses the menu command View Layouts Default for Project User Manual Page 20 of 204 Agile Tea mi Contract State This field is used to specify whether the Project is executed under a contract Possible values are Not Specified No Agreement Verbal Agreement and Signed Agreement Explanation for Time This option can have Required or Not Required values When Required is Changing specified then Agile Team will require a short explanation to each change of estimated Rest time from each Resource except Managers of Workltems Permissions Tab The Permissions Tab is used in order to set access permissions on selected node Refer to Permissions and Roles chapter for detailed information about Agile Team security concepts User Manual Page 21 of 204 Agile Tea mi ieee Project Properties amp Eugene Udovichenko d Victor Yukhtenko B HelpDesk Agile Team amp Leo Jensen Remove Permissions for HelpDesk Agile Team Proyect Group Permissions Allow Deny Effective Create Subltems Change Permissions Workltem Permissions Agile Team demands that permissions are appointed separately for Projects Groups and separately for Workltems The following permissions are applicable for Projects Groups Read Edit Delete Create Subltems and Change Permissio
43. ckDB17 ol x File Edit View Favorites Tools Actions Reports Help i Selector amp Search WorkItems Explorer gt WI Pane RA Pane IE ely GANTT 2 private Lala f Jsa E Ga lt nothing gt Include Done amp Open Locate Bring in TimeReporting eMail Activities Auto Refresh i lt NOT SET gt e 4 other other E 5 43260 amp PDCSPB o LRBRL E 3s z z a EU 4 amp 3 DIAD D Sas el amp w Ba Ei a VR amp Funct L 43258 Properties Test Permis PYT iori Start End Hours Load Reserve Ena 2 LL Pore 43255 P2 LL EMIN 25 12 2009 26 12 2009 EMIN Dir Pri L 43260 EMIN LL 14 12 2009 15 12 2009 3 P28 40a DIAD DIAD LL EMIN lt NOT SET gt lt NOT SET gt LR 43255 EMIN LL lt NOT SET gt lt NOT SET gt 8 WorkItems Selected amp EMIN LL RAR Properties RAP columns Priority specifies the order in which RAR will be processed by Planning algorithm WBS specifies a node in WBS tree which can be a Project node or a single Workltem or even may be not set empty value It defines a group of tasks Job to be scheduled Start End set fixed dates interval when the Resource is allocated to the WBS node Both values are optional User Manual Page 119 of 204 e TM Agile Team Load Load specified in hours
44. command ieee Organize Filters El Private Filters ManagementNeeded This_week_done ba Vacations Public Filters Created ThisMonth CreatedLastMonth Fr of i m 1 User Manual Page 161 of 204 Agile Tea mi Here it is possible to Import Filters from others users to create a new Filter with New button to Edit an existing Filter to Rename or to Delete Filters When you are creating a new Filter or editing an existing one you use Logical Expression Editor described above in order to define the Filter logic Pressing the Import button you will get the dialog that handles the import of Filters Filter importing is a convenient tool for sharing useful filters among Users or for creating specialized Private Filter on the basis of the Public i Filter Import Bugs_and_ Problems Make Imported Filter Private C Public cance _ From User Here you can select User whose filters you are going to import If you choose lt Everyone gt in this field then Public Filters will be shown in Filter listbox If an actual Resource is selected then his her Private Filters will be shown there Filter This listbox displays a list of Public or Private Filters depending on the choice made in From User field New Name Here you can enter a new name for imported Filter Make Imported Filter Here you can set whether the imported Filter will be Private or Public Notice that in order to import Filter as Public
45. contains all conditions that can be used in current Logical Expression There are five columns in this sheet User Manual Page 155 of 204 Name Property Relation Value Value Source Agile Tea mi Name of Condition Agile Team generates the sequential names like C1 C2 CN by default You can give more descriptive name like Active AssignedloMe etc In this column you need to select one of the entities to filter on Most of the properties directly correspond to the Project Properties and Explorer columns but there are some specific Full list of properties is described below Relations depend on Property data types Common relations are equal not equal The table below describes all possible properties and corresponding relations This column contains an in place editor for entering the value of the property The type of the editor depends on property data type It can be text box list box integer spin editor drop down tree etc In this column you can specify how the value for the relation should be obtained There are three possible choices e Specified The value is explicitly specified in the Value column It is the default option e Prompt Dialog The Prompt Dialog asking for a value appears when the Filter is applied The value specified in Value column will be default value in the Prompt Dialog e WI Selector This option is available for the properties which have correspondin
46. current activities and spare a valuable space making working with Agile Team less comfortable Especially it is obvious when using of Workltem Pane which usually has smaller size than Workltem Dialog and therefore demands showing of the most important controls on the top Allowing to a user to design layout of Workltem Dialog is that Layouts are intended for Layout Functionality allows e Design new Layouts of Worklitem Dialog e Create new tabs in Workitem Dialog User Manual Page 186 of 204 Agile Tea mi e Move controls in any place of Workitem Dialog e Hide unneeded controls e Save created Layouts e Assign the only Layout when opening of a Workltem or assign a custom Layout for any Project or WBS Group Layout Management The Layout Management dialog is started by the following menu item View gt Layouts gt Organize Layouts gt File Edit View Favorites Tools Actions Reports Help Current View RIEL VI ae ep GoTo 4 2 i Saeco Panel Ye Column Picker Ctrl kK Projects roje i l Toolbars Entity Em Status Bar ID Ad P Selector Pane HU WI Pane Ctrl W For Workitem dialog Filters d For WI Pane K IL Gantt Pane FLO Organize Layouts Obsolete Selector Nodes Ctrl F All Layouts differ by the kinds Public and Private The concept of Public and Private Layouts is the same as the one of Agile Team Filters e A private Layout could be used by the only use
47. currently under development When a Workltem is done for the software this is the version number to assign to the Workltem when it is marked done Closed Versions a These versions have been given out to someone and the date set for the release Sometimes these are referred to as finished versions or done versions Public Versions g These versions have been released and are in use by some users The version might be active on the Helpdesk or Knowledgebase web Version View Columns Like all other views of Agile Team the Versions view contains the Column Picker It can be invoked by the View Column Picker menu command Ctrl K or with the toolbar button EL User Manual Page 88 of 204 T Obsolete Public Version Release Date Type T Version Number As List A As Tree BranchedFrom Obsolete PublicVersion ReleaseDate Title Type VersionNumber Versions Tab in the Explorer Agile Tea mi Shows the version node the selected version is branched from A unique version identifier It is informational only for Agile Team but can be used for interfacing with other systems For example this ID is used by Helpdesk in URLs for Release Notes or Knowledgebase pages http mysite com helpdesk aspx mnuProductRelNotes amp From ID 10051 amp ToID 10093 amp Product 9 Sets a product or a branch as obsolete This flag is not applicable to versions Sets a selected version as public version i e sets tha
48. e Specifying predecessors e Specifying EarlyStart and or LateFinish e Grouping the Workltems into phases How to Create a Plan Calculating a plan in Agile Team is very simple just call menu item Actions gt Planning The plan calculation is done simultaneously for all the Projects So all Planning results are up to date right after you invoke the Planning menu Another aspect is that to do Planning you have to prepare for creating Projects and Worklitems assigning Resources make time estimates specify Workltem Priorities and which Phases they belong to etc Finally it is needed to specify how and when resources are allocated to the projects which are sometimes called as Resource contracts The plan can be visualized by means of Explorer columns Start Finish Planned UnPlanned Resource and the Gantt Pane How will Agile Team calculate a plan Agile Team schedules Workltems for a given Resource in a sequence controlled by 1 Resource Allocation Pane See Resource Allocation Pane This is a list specifying the order in which to work on the projects when to start and stop and the work load for these assignments 2 Predecessors to a Workitem use Worklitem dialog Predecessors tab or Predecessors Assignment in Explorer menu Actions gt Start Predecessors Assignment F11 See chapter Predecessors 3 Phase of Workltem use Workltem dialog Time Constraints tab or
49. field Most of the controls that are used to set properties have a special entry Set Inherited Value All trees except of the Project tree also have such special node This node is used to set an inherited value with drag n drop Project Management Projects are the main entity of management in Agile Team A Project is the basis of periodic reporting planning etc Usually a person is assigned to be the manager of a Project and there is a set of persons assigned to perform the activities in the Project Agile Team handles Projects and Workltems as one big tree that can unite Projects into groups and divide Projects into sub Projects Projects and sub Projects are handled equally and have the same properties Projects are represented split up as some Work Breakdown Structure Agile Team supports three kinds of WBS nodes Projects Groups and Workltems Projects usually correspond to some real Projects developed by a company You can think about a Project as a process or undertaking that encompasses an entire set of activities having a definable starting point and well defined objectives The delivery of the Project goal product signals the completion of the project Projects are usually required to be accomplished within limited resources User Manual Page 16 of 204 Agile Tea mi Usually it is mainly Projects which can have initial contracts for developing products Therefore it is the Project nodes where you can specify whet
50. in Explorer Absolute Dates 01 01 2009 01 01 2011 User Manual Page 142 of 204 Agile Tea mi Gantt Options Colors and Series Layout Date Scaler Misc Allow Change Timeltem Limits l for SpecifiedTime items l for CalculatedTime items Calculated Time Senes Show Gantt Bars only for the scheduled items l Show Structured Intervals for Grouping Nodes Show EarlyStart LateFinish Bars Use Bracketed Style for Grouping Nodes lM Show Timeltem Hints r Use Magnifying Glass Draw Predecessor Links Reset Default Settings Gantt View Samples Vacations View a Use 1 Show Structured Intervals for Grouping Nodes Gantt option OResource OWorkltem J Enty Properties _ LI May 3 e D Tte Stat Finish ore Ge A ca 06 05 2009 22 05 2009 1 E 8 lt N lt NOT SET gt a8 Gali Galina Tchek 06 05 2009 22 05 2009 1 Gaia Tekma i amp 4 Vac GC 06 05 2009 22 05 2009 1 43073 Vac Va GC A 8 LL Elena Lisenen 07 05 2009 20 05 2009 i 4 VacationLL 07 05 2009 20 05 2009 43040 Vacation LL J o or collapsed to Resources level User Manual Page 143 of 204 Agile Tea mi tty Properties TIT a a P fa 06 05 2009 22 05 2009 1 H A 4 a lt N SET gt 18 Ga Galma Tek 06052009 22 05 2009 1 erg OO E amp LL Elena Lisenen 07 05 2009 20 05 2009 Elena Lisenenkova Joo View Options group by Resources and Work
51. inspect Permission for Projects using this tab See the Permission and Roles chapter for information about Agile Team security concepts User Manual Page 64 of 204 Agile Tea mi Member Of Tab ieee Resource Properties Using this page you can control the Resource membership in Resource Groups Just use two buttons in the middle of the page to select which Group the Resource is a member of and which is not User Manual Page 65 of 204 Agile Tea mi Members Tab lina Luneva Victor Rybakowv at Vladimir Korshunov at Yur Molodtsov Andrey Basukinsky Artem Lyakhow Carsten Kehler Holst dbo Hena Lisenenkova Hizabeth Safro Galina Tchekmareva Hans Olav Nymand Hans _Dybkjaer Jens Otto Johan Andersen Jorgen H Andersen In addition to three tab pages described above the Group Property dialog have one more page Members Here you can see what Resources and Groups are members of the current Group To add a new member just move the selected Resource or Group from the leftmost list using the right arrow button In order to remove a Resource or a Group from the list of members just select it in the rightmost list and press the left arrow button Resource View Selecting the Resources item in the Select or View control of the Main toolbar you can open the Resource view The Resources view is a tool for brief overview of all Resources registered in Agile Team Like other views the Resources view contains two panes Sele
52. its position User Manual Page 190 of 204 Agile Tea mi Originator i Hide Customization Form mommmmenns 2b Rename Description 2 T Hide Text Fl Text Position d Size Constraints It is also possible to lock size of a control by Size Constraints item of the context menu of the control ip Hide Customization Form sis Hide Rem iplementation Comment Di i Group O Create EmptySpace Item de Plain Text TmT Size Constraints im Reset to default a Free sizing Ii Lock Size Lock Width E Lock Height But you should be careful locking of a control size for it may spoil design of Layout when resizing of Workltem Dialog It is recommended to use Empty Space Items to control the size Grouping of Controls Context menu item Group allows creating groups of controls In order to create a group of controls select several controls by pressing left mouse button and holding Shift key Then call context menu ona selected control and choose menu item Group Group will be created Now you can change the default name of the group to a more significant one Saving of Layout In order to save changes of a Layout you should close Customization form It will make Save Form Layout dialog appear User Manual Page 191 of 204 Agile Tea mi eee Save Form Layout The layout will be saved with the following properties Name Workltem Kind Task 7 C Private e Public vo e Fi
53. maintained with changes to the plan Planning software Projects should usually be a Resource focused scheduling It is the resources that are limited resources In some cases a Resource can work under just one project for some manager but when a Resource works for more than one Project manager planning becomes even more complex Planning is heavily based on good estimations that usually require proper buffers allocated for the plan to hold User Manual Page 13 of 204 TM Agile Team Working with Agile Team Agile Team has a number of different Views The main Views of Agile Team are e Workitems Explorer This is the central View for inspecting the WBS of Projects In this View you see what sub Projects are contained in a Project and what Workltems are contained in these sub Projects By filtering and grouping it is possible to make various analyzes e TimeReport Daily A convenient View to enter time reports e TimeReport Monthly This View shows time usage for all days for a month and accumulated used time over or under the Calendar norm All predefined and user defined Dimensions have corresponded Views Versions Projects Resources Phases Parts and the View for each of the user defined Dimensions There are also two special Views e Resource Allocation This View is used for assigning jobs for a Resource in order to be used by the Planning tool e Queries This View shows results obtained from fully customi
54. of 204 Agile Tea mi Hiding a Control First way select a control and drag and drop it to Customization form Record with the name of the control should appear in the Hidden Items list of the form Second way call context menu of a control by right mouse click and select Hide Item Cy Hide Customization Form Hide Item x Group B Jf CO Create EmptySpace Item El Size Constraints Adding a control There can be added only the controls that were hidden or auxiliary Layout elements e Empty Space Item e Label e Separator e Splitter In order to add a control or an element select it in Hidden Items list of Customization form and drag and drop it to the needed place of Layout Adding a Tab In order to add a tab you should call context menu by right mouse click in the free space of tab page captions and choose Add Tab Wr Design mode aa ID Kind Parent Priority Status TT r __ FL ae Title Ct Descriptions Management Time Reports Miscellaneous Helpdesk Cy Hide Customization Form Originator Hide Item eee F Group Management Comment Implementation Comment Documentation Cd 1 Create EmptySpace Item 4 Ungroup Tabbed Group m Add Tab Description Original Description Analysis Comment 5FHSGBOl ASBI I BIVT A Mode Plain Text Changing Caption of a Control Context menu of a control provides possibility to rename text also by F2 shortcut hide text or change
55. parent Project Agile Team allows assigning some time constraints for the Project These constraints include e Phase Scope Definition and Control Publication 6 2 1986 July Austin Tex Construction Industry Institute p 45 A Guide to Project Management Body of Knowledge PMBOK Guide 2000 Project Management Institute Newtown Square Pennsylvania USA User Manual Page 8 of 204 Agile Tea mi e Earliest Start e Latest Finish e Budget Time Time constraints are used by the Planning facility WorklItems As it has been already mentioned in Agile Team each Project is represented split up as some WBS The lowest levels of WBS nodes contain Worklitems There is no principal difference between sub project nodes and Workltem nodes of the common Project WBS Tree Workltems can have sub Workltems etc thus playing a role of sub Projects However since usually Workltems play roles of exact tasks which should be implemented by a concrete employee the Worklitems have some additional properties regarding to ordinary sub Project nodes A Workltem is characterized by a unique ID Identifier a Title a Description of the job and by many other properties such as Priority Originator etc Workltems can have various Kinds For example they can represent parts of the work of a Project the Task kind or they can come from detected bugs the Bug kind or from changes to the Project plan A Workltem can have multiple Ac
56. see column Phase in Explorer See chapter Phases 4 Workltem Priority use Workltem dialog or see column Priority in Explorer 5 Workltem EarliestStart LatestFinish use Workltem dialog Time Constraints tab or see columns EarlyStart and LateFinish in Explorer When all the above priorities are the same for a set of Workltems these Workltems will get the same Start and Finish values User Manual Page 118 of 204 Agile Tea mi The plan algorithm for each Resource will look into the Agile Team Calendar for this Resource and find out how many hours per day the Resource works taking holidays into account Note Agile Team will never plan more hours per day for a Resource than is specified in the Resource s Calendar The Resource Allocation Pane Resource Allocations are the foundation of the Planning algorithm They specify which Projects or groups of tasks in what order with what limitations in what time frames a Resource should work on Resource Allocation Pane RAP consists of Resource Allocation Records RAR that are processed by Planning algorithm one by one in RAR Priority order RARs now exist only for single Resources and not for Resource Groups To work with the RAP use the menu item View gt Resource Allocation Pane or toolbar button RA Pane Then choose the Resource in the Selector or in the Resource Picker tare Agile Team Explorer server 192 168 0 4 databas 2 Tra
57. that Agile Team supports the Permissions system for Dimension Access that is quite similar to the file system Effective Permission is the combination of Allow and Deny flags EP Allow AND NOT Deny If Allow or Deny flag is not set explicitly for some node it is assumed as inherited from node s parent up to the Root of the tree Common Permissions for Dimension Access Common Permissions for Dimension Access include Read Edit Delete Create Subltems and Change Permissions Read Allows or denies reading of all properties of the selected Item If the item represents a container i e Project Group etc then this permission allows to list child items in this container This permission is granted to Administrators on the ROOT nodes of all Dimensions by default Edit Allows or denies item data modification When denied the item is assumed as Read Only Delete Allows or denies deletion of the item Create Subltems Allows or denies creating Subltems of the selected Item This permission doesn t allow creating Workltems within a Project Special permission is required for this purpose Change Permissions Allows or denies changing permissions of the item This permission is granted to Administrators on the ROOT nodes of all Dimensions by default Special Permissions for WorkItems Unlike other Dimensions in Agile Team WBS Dimension supports four additional Permissions for Workltems
58. the last 7 days last week this week last month this month Dimension equals These properties are generated for each of user defined not equals to Dimensions Property means the Dimension Item referred belongs to from the Workltem Done Equals Done State of the Workltem Can be Yes No Done Date today Date when Worklitem was Done on User Manual Page 157 of 204 Agile Tea mi Property Relations Description on or before on or after between yesterday in the last 7 days last week this week last month this month Error Severity equals Error Severity can be one of Normal Unlikely Critical not equals to belongs to External ID contains Optional string value that can be used for interfacing with another systems Critical doesn t contain is exact is not is empty is not empty FirstTRDate today The first Time Report date of the Workltem on on or before on or after between yesterday in the last 7 days last week this week last month this month LastTRDate today The latest Time Report date of the Workitem on on or before on or after between yesterday in the last 7 days last week this week last month this month Made Available for equals Resources who are able to do TimeReporting via Brought TimeReporting tak jn 9 In Activity mechanism Inciuae belongs to Management Needed equals The reason for what the management is needed Can be NOt EQUA one of Analyz
59. the working area of the dialog is occupied by Logical Expression Editor This Editor is also used for design of persist Filters User Manual Page 154 of 204 Agile Tea mi Logical Expression Editor FF Filters ais gt 2 a _ No Filtering _ Use Saved Filter Use Logical Expression Save As Clear All i AND C2 AND 0R NOT Name Property Relation Value Source Specified Ci Done equals e A c2 verson appeared pelonasto 1 7 1 For the E 1 7 2 After wi H 1 7 3 only for 81 7 5 1 7 6 Sais j Filters are Logical Expressions built on Conditions The logical expression can contain AND OR NOT logical operations Brackets can be used to set precedence In addition to referring to conditions Logical Expressions can also refer to other saved Filters Conditions are generally constructed by referring to a Property a Relation and some Values Relations are to be evaluated when a Filter is applied Logical Expression Editor consists of text box where you can edit the Expression and Condition sheet You can type the expression yourself but Agile Team can help you to build simple expressions also By default each new condition will have name CN and is included in Expression as next AND condition Five buttons below text box serve as shortcuts for logical operations and braces If you want add reference to existing Filter you can choose it from the list below text box Condition sheet
60. this column will show a full Resource Name User Manual Page 33 of 204 Total UnPlanned Planned Used VersionAppear VersionDone WBS No WI Count WIKind Workitem Agile Tea mi Total time is sum of Rest and Used Total Rest Used This column shows the time remaining after scheduling This is a warning saying that a planning system has not succeeded to schedule all times for this Workltem This column shows the Planned time for an Activity Workltem or a Grouping node This column displays a sum of all Time Reports for Activity Workltem or a Grouping node For Bugs type WorklItems this column displays the Version where the Bug is has appeared This column displays the version where the Workitem is implemented Shows the WBS number of the Workltem or Project For each grouping row it shows the number of Worklitems in the group Workltem Kind Kinds of Workitem are Bug Task Issue Question and Note By default this column is used for grouping therefore it is not seen in this list Ordinarily this column displays the ID of Workltem Along with the columns described above there is a number of Time Period columns Time Period columns display sum of time reports used time for the specific periods A special dialog box is used to User Manual Page 34 of 204 Agile Tea mi organize such columns It is invoked by a button at the Column Picker or view customization tool described below
61. you should have Manage Public Filters permission WorklItem Browser Workltem Browser is a set of tools to pick out and manipulate a Workitem and is represented by a Workltem Browser Bar On this picture no Workitem is selected 4 lt nothing gt Include Done amp amp 3 Open Locate Bring in TimeReporting eMail User Manual Page 162 of 204 Agile Tea mi On this picture a Workitem EEE with Id 43034 from LL cPr2 Project is selected amp 43034 EEE LL cPr2 Include Done amp Open Locate Bring in TimeReporting eMail _ The toolbar consists of 2 parts tools that assist to choose a Workltem and tools that operate chosen Workltem Tools to choose a WorklItem amp 43034 EEE LL cPr2 Include Done amp amp 3 There are four ways to choose a Workltem 1 From the Workitems tree 2 From Recently Opened Workitems list 3 By Worklitem Id 4 Use Worklitem node selected in the Right Pane Explorer or Daily Monthly Vies How to Choose WorkItem from a drop down Workltems tree amp 43034 EEE LL cPr2 To view a drop down Projects Worklitems tree click on arrow or use Ctrl Enter when focus is in the control The current Worklitem is a selected node in this tree SSI amp 43034 EEE LL cPr2 Include Don anel Lies i 5 ai Me feu s amp fig Prd heritg 4 2 Vacation YT US ao E3 For grouping proble
62. 00 Business Flan OE 44021 a 44022 Setup Documentation OnLine Help Public Web Create Content Choose CMS Create The Administrative Data Create Client Setup Agile Team vs Competitors In Progress In Progress In Analysis In Progress In Analysis In Progress In Analysis In Analysis In Analysis In Analysis AT EU OE AT EU OE EU VR EU VR VR AT EU GE OE AT AT AT 16 50 80 00 95 25 63 25 32 00 20 00 40 00 p 49 00 42 25 53 00 42 25 21 00 32 00 16 00 4 00 40 00 it eMapServer 2 DBEditor 3 ARGOS Web Ay Se Foil Migration 2 Fleet Migration E Staff Migration 4 PaidSupport a a VIP Eid Speech E 2 Dictus o 8 4 AHL Ota WW F Icons for Agile Team In Analysis AT 11 WorkItems 251 75 105 75 a Agile Team Produc 1 7 Stage Il Adi The WI Explorer consists of the following Panes Selector is a tabbed pane where main entities of Agile Team are displayed as hierarchical trees The main purpose of the Selector pane is to set constraints according to which Workltems are selected to be shown in the Data pane of the Worklitems Explorer Search pane is the pane where the user enters conditions for search for Workltems Data pane is the pane where the results of selection or search for Workltems are displayed Gantt pane shows the result of Planning as a Gantt diagram WI pane is used to display and edit pr
63. 129 of 204 Agile Tea mi ete Agile Team Explorer server 192 168 0 4 database TrackDBi 7LL Eile Edit View Favorites Tools Actions PAY terre TE Selector 4 Search Workitems Explorer Found Issues for Workltem 43162 GANTT 2 private id i Total Time is out of Budget E lt nothing gt Finish exceeds LateFinish Selector Panel x Resource OP 2 Resources Phases Versions amp LL DA Projects amp Parts 8 LL Management Needed Options M Visualize Management Needed Warnings in Explorer Row Indicator a H amp R 43162 H B PDC L8 43262 V Visualize Management Needed Warnings in Gantt Pane a PDCSPB a LL ES ae EU B V Propagate Warnings to Parent i VR amp Funcion L amp K 43262 Select Issues for producing Management Needed Warnings E Test Permissior ea LL lt i aE EMIN R 43162 gt Estimate is changed E E sa PAZ Status Entered m eA P28 E Status Analyzed O a B OE Status Pending rd T 16 g UnPlanned Hours remain M v maa LL2 Total Time is out of Budget Vv Vv E Finish exceeds LateFinish Vv Vv i Finish exceeds LateFinish of Vv Vv Finish exceeds LateFinish of M M Reset to Default Settings 2 WorkItem Selected 3 Pr1 7 LL Gantt Pane The Gantt Pane visualizes the results of Planning ak e meme HERE ZOE S Pre var Ap 00 L Enty _ Time T m P me ros son Fh First a oaea
64. 5 139 00 E A Agie Team amp Helpdesk iR 44021 i id HelpDesk 38 00 42 00 TAR 44022 BEA Agle Team 42 25 53 00 on amp 44028 oe Agile Team Product 42 25 21 00 nA 44065 H 82 PDC WEB A 32 00 MS 44023 3 ie ana Se 16 00 4 00 Po PE Scone W 5 mA 44060 i i of g a Ar 40 00 Ar erg 44061 o kE Staff Migration 2 44062 ate C l PaidSupport a 44063 se CMS J A VIP E eb order aR 4086 f Mise Asistance am E Borispolirport d PDCSPB 12 WorkItems 254 25 115 25 139 00 Selected Agile Team Produc 1 7 Stage Il Agi Columns The Data pane of the Workltem Explorer can display a large number of columns that correspond to the Workitem Properties In order to choose which columns are to be shown displayed use the Column User Manual Page 30 of 204 Agile Tea mi Picker It can be invoked with the menu command View Column Picker Ctrl K ox alternately using the toolbar button vi or using the View Customization tool described below E LastTRDate E LateFinish ManageNeeded E Manager Obsolete E Order E Originator E Parent E Part E Used E VersionAppear E VersionDone E WBS No E WI Count E WKind Note that the Column Picker doesn t display columns used for grouping For example as 4s shown in the picture above there is no the Resource column in the column list Columns are united in four bands Entity Properties Time and D
65. 9 3 three days per week 6 hours per day but since May 01 2009 he will work full week i e 5 five days 8 hours per day In order to be able to manage Calendars you should have proper permissions See Global Permissions Calendars are controlled using the Calendar Management dialog that is invoked with the Tools Calendar Management menu command User Manual Page 67 of 204 Agile Tea mi g Calendar Management Calendars E No holidays Calendar Name Russian Normal Russian Normal Working hours per day weekly Mon Tue Wed Thu Fri 6 00 8 00 8 00 8 00 8 00 Select the Holiday Sets for your Calendar Russian Holiday Set This dialog has two pages e Calendars this page is used to handle the set of Calendars in Agile Team e Tools Calendar Management this page is used to define Holidays At the Calendars tab you can Create a new Calendar Delete an existing Calendar Set how many hours an employee can work each day Set whether a selected Calendar is default for all Resources Assign a Holiday set for selected Calendar The Holidays Sets tab used to define Holidays User Manual Page 68 of 204 Agile Tea mi eee Calendar Management Holiday Set Russian Holiday Set Name Russian HolidaySet 01 New Year 02 Russian Christmas 07 Constitution Day 08 Concordance Day 09 Pre New Year shifted At this page you can browse through registered Holiday sets You can have as m
66. Create Allows or denies creation of Workltems within selected Project Edit Allows or denies Workltem data modification When denied all Worklitems within selected Project are assumed as Read Only Delete Allows or denies deletion of Workltems within selected Project User Manual Page 147 of 204 Agile Tea mi Report Time Allows or Denies to Report Time on Workltem Activities within selected Project Only Resources that this Permission is granted to will appear in the Resource trees of Workltem dialog where it is possible to assign Resource for Activity How to View or Edit Permissions for Dimension Item In order to inspect and manage Permission of any Dimension Item you should use this Item s Property dialog This dialog can be invoked Using menu command File Properties Using context menu Properties By double click at the Item Selecting the Item and pressing Enter key Each Dimension Item Property dialog have the Permissions tab that allows managing Permissions for selected Item This tab is similar for all Dimensions of predefined and user defined The exception is WBS Dimension only because in addition to common permissions it has a set of special Permissions for Workltems User Manual Page 148 of 204 Agile Tea mi ieee Project Properties amp Eugene Udovichenko d Victor Yukhtenko B HelpDesk Agile Team amp Leo Jensen Remove Permissions for HelpDesk Agile Team Deny Effective Project t
67. Drag operation with pressed Ctrl key copies a RAR otherwise a RAR will be moved e Use Cut Copy Paste functionality BTB Permissions in the Resource Allocation Pane There are currently no permissions for RAP Resource Allocation Samples PPP Allocation with Fixed Dates Some tasks are needed to be scheduled to specified fixed dates for example vacation yes yes it is a task also Put a RAR describing this task as a 1 Priority task User Manual Page 122 of 204 Agile Tea mi 43040 Vacation LL LL Vacation 13 04 2009 17 04 2009 gt 2 Pri LL lt NOT SET gt lt NOT SET gt A Iw r The result in Explorer O Workltem Amy __ _ P 1 20 2009 J jesar J QQQQQ H 3931 2 Implementation H amp 43034 EEE A 43040 Vacation H 3040 Vacation LL _ Implementation H 4 43050 wi p Allocation of a sub Project with a Higher Priority There is a Project EMIN with a sub Project DIAD that has higher priority than other sub Projects and Tasks of EMIN We want that a Resource LLL starts working on the DIAD just now spending at least 1 hour per week When he finishes most prioritized DIAD tasks he can proceed normally with all EMIN tasks There is no straightforward method to define such rule in RAP but you can choose a workaround This is straightforward attempt Properties Priority WBS Start End mac Hours fear Ena 1 DIAD LL EMIN lt NOT SET gt lt NOT SE
68. E ere E 187 iipon or Layouts er E EEE EEE 188 PAV OU DESI ieena E E 189 UN OT AOU oe E E onieens sans eet aenescecaseespeaniese 191 Jado or RCJ CHANE eee nen een one ee ere eee eR eee eee ere 192 Usne OT AYO OS oeer E E E iunenecareamesetanesin 193 User Manual Page 4 of 204 Agile Tea mi OCS ISS OIDO arses cece pees anc epost vps areae ttc ee oct td oe ved onesie sana aaa A E 194 VISIIDI Of TADS crease E 198 User Manual Page 5 of 204 Agile Tea mi Introduction Agile Team is a project management issue tracking and planning tool It does also comes with a Customer Portal Helpdesk Agile Team has a strong focus on detailed modeling of project structure and on managing time for the project Project management such as those provided by Agile Team follows the widely used PMBOK recommendations All projects handled by Agile Team have a strict hierarchical structure from the fundamental activities all the way up to Projects and group of Projects This results in a task oriented family tree known as WBS Work Breakdown Structure Time handling is one of the powerful and unique features of the Agile Team It is obvious that time is used almost everywhere in the Project It begins from time estimation of each elementary activity and setting of time constraints for projects group or phases and it continues with detailed time reports resulting in the building of the project plan Agile Team system is independent of a project life
69. ENSIONS wiiscciccsevessawsiivscdennsorarvvansseovenswaiandeiunsduteswssauessanenveriesiuatoloveditates 115 PADRI esc a E a pace asec ctgo ane Dens giasietd cueiacespsace tea sctce anette eenequsce see ueaceeuaees 117 HOW tO Create a PIAnn ccccccsssssssecccccccseessseecccccsseeessesececeesseeesseeeceeeesseuessseeeecesseaeusseeesecesssaganseseseess 118 How will Agile Team Calculate a plan cccccccsscccccsssccccesececeesececeesccceaesececeueeceeseescceseuaecessugeceesenes 118 The Resource Allocation Parne sasceowsiesanssveadseedveedansewiresnsieduy anced A EEE E TO 119 Resource Allocation Sample S cessera En eee ae cpt ese ee eee 122 The Basis for Planning Workltems with Estimates ssessesessenseseeresrrenssreresrrrrssreresrrrrssrereserereseeee 125 User Manual Page 3 of 204 Agile Tea mi Using Phases tor Planning scisactsarsncrvanttocesouesnadendesoataaeseseiusnttoandsnseparesddooatdeodenaioatbiandeussnniesdeamateeeteneoens 125 Using EarlyStart and LateFinish for Planning cccccccssseccccssececcenscceeesececeueeceeeeneceesauecessegeceesenes 126 Usine Predecessors Tor PlonninE secs siren seers ct acca n N ERN 127 How to View Planning RESUItS cccccccsssecccsssececceececceesececseseceeeeesceeseeeceseuneceesencessseecetsenecetsenes 127 Gantt P ne DUO ereere E E E E TE 134 Gana View S MONS asente E tes arsece se nseasoeemsecavesweccavarececueret 143 HOW to Spot Planning Problems l sscssccnsdsaxechscseenc
70. End Date is the 12 of July User Manual Page 140 of 204 Agile Tea mi Start and End Dates can be either Absolute or Relative In the second case they are calculated by formulas Start Date Today Days Back End Date Today Days Forward Start and End Dates cannot be outside of Time Band Limits if so they are adjusted Drag operation in Date Scaler with pressed Ctrl key There are 2 drag operations in the DateScaler Zoom Re scale and Scroll move 4 E 7 9000 s 2 44 72009 e Scroll result TS T4TSTAT Ia TEIS Zoom result Taman it bah ar You can choose which operation is performed with pressed Ctrl key Here you can see pages of Gantt Options dialog oe Gantt Options x Colors and Series Layout Date Scaler Misc Gantt Colors EarlyStart LateFinish Seres E 176 196 222 Reset Default Color Settings Calculated Time Senes Conflict Areas C 192 192 255 M Use Explorer Colc Completion Color E 218 165 32 l Draw Completion Series Pyjamas Color L_ 245 245 245 M Draw Pyjamas Problem Visualization Management Needed Issues C Conflicts with Latest Finish None Management Needed Style Solid C Shadow Hatch 3 sii ath ci dt at i di ate aa dit a Hatch Style SolidDiamond 333330080804 Reset Default Settings User Manual Page 141 of 204 Agile Tea mi eee rns cul i id on Workltems
71. If the Lock Interval period is expired after the last change of the Workltem was made then all changes were automatically saved into the database Therefore in this case the Cancel command does not reject any changes Saves all changes into the database without closing of the Workitem If the Worklitem dialog was in the lt Edit Mode gt then this command switches it into the lt View Mode gt and frees the Workitem data for editing by other users Resource Management Activities that constitute Projects are carried out by persons These persons are called Resources On the one hand you can think about Resources as else one dimension of the Project model But on the other hand the Resources are the entities that serve as foundation for Job allocation Planning Permissions and for many other aspects of Agile Team User Manual Page 56 of 204 e TM Agile Team Usually each Resource has valid login to the SQL Server where Agile Team database is resident There is a special Group called lt Everyone gt Implicit assumption is that this Group contains all other Resources and Groups Each Resource in Agile Team has an associated Calendar that specifies how many hours he she should work during the working days of a week The Calendar also specifies Holidays Resources can be organized in Groups Groups can be created for planning or administration purposes for example to assign some activities for several people or to grant som
72. LL ES 10 09 2009 10 09 2009 st 43103 c LL 24 07 2009 24 07 2009 38 ES Eliz 8 00 LL ES 09 10 2009 09 10 2009 43098 bg 8 00 LL ES 09 10 2009 09 10 2009 Implem 8 00 LL ES 09 10 2009 09 10 2009 a8 Ele 9 00 24 00 LL L 09 10 2009 13 10 2009 17 07 2009 27 07 2009 a 43098 bg 15 00 LL ES 12 10 2009 13 10 2009 17 07 2009 17 07 2009 Implem 15 00 LL ES 12 10 2009 13 10 2009 17 07 2009 17 07 2009 amp 43103 c 9 00 9 00LL 09 10 2009 12 10 2009 27 07 2009 27 07 2009 8 LL ES LL 29 38 7 38 LL ES 43098 bg 29 38 7 38 LL ES 1 Implem 29 38 7 38 LL ES Management Needed Column and Row Indicator m ite Rest Pa un Menogadndo P so Faen E 36 0 36 0 Yes 11 12 2009 17 12 2009 E 8 36 0 Y 11 12 2009 17 12 2009 gt SS ooon o e Pi o o elann ten gt 44 12 2009 14 12 2009 Management Needed i is set Double click here Pa call advanced dialog Found problems Total Time is out of Budget Finish exceeds LateFinish 48 0E Oleg E Yes ManagementNeeded column is boolean Yes No column but its value is calculated based on various ManagementNeeded issues or Warnings One of them for example is UnPlanned Hours remain You can choose in your Local Options that ManagementNeeded state will be marked in Row Indicator by yellow or red color When you double click on Row Indicator area you will see a dialog describing ManagementNeeded issues for this Row Node User Manual Page
73. Like all other Agile Team views the TimeReport Daily view contains the Column Picker It can be invoked by the View Column Picker menu command CtrI K or by pressing the Ya toolbar button ieee Column Picker Priority Project E State Title E Total Used WES No Activity Activity Kind Can be one of the following Analysis Implementation Testing Documentation Knowledge Base and Review Comment A short comment for a Time Report You can use the In place editor in order to modify this field Done This column contains a checkbox that can be used to set the Done state of an Activity ExtID An optional string value that can be used for interfacing with other systems User Manual Page 78 of 204 FinDate Kind Part Priority Project Rest State Title Total Used WBS No TM Agile Team The latest finish date Workltem ID to which the selected Activity belongs Workltem Kind The Kinds of Worklitem are Bug Task Issue Question and Note Displays the Part assigned to the Workltem This column displays Workltem Priority level form 1 to 9 Displays the Project which contains a Workitem this Activity belongs to Estimated remaining time for a selected Activity You can use the in place editor in order to enter a new value or modify an existing one Status of the Workltem It can be one of the following Entered InAnalysis Analyzed InProgress InReview Pending Obsolete Closed Do
74. Nodes E Closed Selector Nodes in the Project Tree e Non Public Versions Activities Auto Refresh zy Hide Zero Rows ES Apply Selection Refresh Or you can select a View from the Main toolbar Ctrl K F10 Ctrl F6 Shift F6 F6 F4 IR dl Include Selected Node for the First Grouping in WI Explorer F2 F5 b Agile Tea mi For Inbox private My Favourite private My Open BUGS private My Open Tasks private Next week private Test KB and Updates Filters private This week done private Vacations private Active public All public Done public Idealist public Known Problems public ManagementNeeded public Manager public MyTasks public Open public Ordinary User public OthersTasks public PDC Monthly Report new public PDOCSPB Vacations public Planning public Release Notes public Workltem Reordering public Save View s Customize Current View Organize Views User Manual Page 176 of 204 Agile Tea m ek aul ee Agile Team Explorer server vsql8 pdc spb su database TrackDB1 M ea fs me Sam File Edit View Favorites Tools Actions Reports Help ref a E a Ji TA p gt 2 4 Version 2 5 Agile Integration Phase 2 6 KB amp Release notes i 4 ORG oy Idealist ii WorkNet gt HS HireSuccess B amp K TRANSLAT II Agile Team PDC WEB ARGOS
75. Permissions Last Date for Changes to Time Reports In many companies Time Reports periodically say once a month are transferred to bookkeeping systems Then some invoices are created basing on these Time Reports After this is done it should not be possible to add or modify Time Reports for this time period To control this Agile Team implements Lock Date for TimeReporting When Lock Date for TimeReporting is set then it is not possible to add delete any Time Reports or do any changes to existing Time Reports before this Lock Date W Lock Date for TimeReporting z Make sure you have permissions to set these options Lock Date for Time Reporting 7 6 7009 Allow to make changes before Lock Date ATTENTION This option allows changing of WEBS Numbers and Case assignments for Workltems with TimeReports before the Lock Date This might result In inconsistency with the Bookkeeping System s Only the person responsible for transferring these Time Reports to other systems should be granted permission to set this Lock Date See Global Permissions settings for information on how to set such permission User Manual Page 71 of 204 Agile Tea mi What Activities Are Available for Time Reporting Both Daily and Monthly Time Report views show only the Activities that are available for time reporting for a selected Resource This set of activities includes Activities that are assigned to a selected Resource and have
76. Rest control After this the control is automatically handled by Agile Team The value in this control is handled equal to the Rest Used Note that it is not changed until the Rest value is manually changed by the user When implementation of an Activity is accomplished then this check box should be checked ON Notice that when it is checked ON then all other controls of the Activity are disabled Notice that you can uncheck this check box thus marking the Activity as not Done Agile Team workflow is almost free You can freely activate and deactivate any activities within Workltem except of Analysis Analysis activity can be activated only if there are not any other active Activities Also if you want to mark Analysis activity not Done you should deactivate all another Activities for current Worklitem There is a Totals row under the Activities control sheet Used Total and Rest columns are summed here Other controls at Management Tab are Obsolete Active State Budget Version Done Indicates whether the Worklitem is marked Obsolete This listbox is used to set the active state of the Worklitem It can be Active Inactive or Closed You can spend time only for active Workltems Budget Time allocated for the Workltem Version where the Workltem is implemented This field is enabled only for Worklitems with finished Implementation Activity If the Product branch for the Pro
77. Supporter O Departments D Dimension 1 lt lt Hide Field Names Add Property This page contains a sheet where you can inspect all existing properties and create new properties Each custom Dimension item property is defined with Field Name A user defined Dimension is mapped to real Data Table at SQL Server database This column defines real field names of this data table In most cases the field name will exactly match the caption of the item property User Manual Page 104 of 204 Agile Tea m Link Hide Field Names allows hiding this column Caption This column is used to give a caption for an item property This caption will be displayed in the Dimension View Dimension Item dialog and in the Workltem Explorer Type The data type of a selected item property The data type defines the editor kind which will be used in Dimension View and the Dimension Item dialog The following data types are allowed to be used for Dimension Item Properties Data type Editor Boolean Integer DateTime Thursday July 09 2009 July 2009 Sun Mon Tue Wed Thu 29 30 6 7 13 14 20 21 28 29 30 4 5 Clear Resource ID Version ID Part ID S82 Agile Team Po a Hena Lisenenkova a Eugene Udovichenko Geman Kiselev a Victor Rybakov 1 42 HD and AT T B Helndeck Taam Dimension Item ID Options Properties of some data type can have optional settings Data type Settings String Length Integer Check Children Sum
78. T gt rd EMIN LL lt NOT SET gt Here both Worklitems of the DIAD 43253 P1 and 43255 P2 are scheduled by RAR 1 The planning result is very bad the tasks from DIAD are spread for a year And the planned Finish for the all LLL s tasks is 11 10 2010 Entity Properties LI cep 6 2009 Oct 29 2010 CI o me e sin Finch Rest Piaum aea a2 LLL LLL 15 10 2009 11 10 2010 350 0 350 0 Am DIAD DIAD 15 10 2009 11 10 2010 50 0 50 0 Pe amp 43255 P2 25 05 2010 11 10 2010 20 0 20 0 a Other Other 15 10 2009 09 12 2009 300 0 300 0 Other amp 43256 P22 2 15 10 2009 02 11 2009 100 0 100 0 b L 43254 P33 3 02 11 2009 09 12 2009 200 0 200 0 Workaround to set some End date for the RAR 1 Here we set a date Today 2 5 months User Manual Page 123 of 204 Agile Tea mi 1 DIAD LL EMIN lt NOT SET gt 31 12 2009 EMIN LL ROES lt NoT s o M Here the Workltem 43253 P1 is scheduled partly by RAR 1 and partly by RAR 2 The second Workltem of the DIAD 43255 P2 is scheduled completely by RAR 2 The result is much better OResource Project O Workttom Entity Properties LI oct 10 20 009 lan 20 2010 ta 2 LLL LLL 15 10 2009 31 12 2009 350 0 350 0 we a DIAD DIAD 15 10 2009 31 12 2009 50 0 50 0 a ears De A amp K 43255 P2 19 10 2009 10 11 2009 20 0 20 0 a Other Other 19 10 2009 16 12 2009 300 0 300 0 k amp 43256 P22 2 19 10 2009 10 11
79. abase Agileleam02 ah File Edit View Favorites Tools Actions Reports Help i TimeReport Monthly i Include with TimeReports Show Assigned Exclude with Start after Period July 2009 Ee Projects Tree Done Weeki Week 13 14 OnGoing Update Agile Team public w By Testing 1 7 amp Itis not allowed to grant to themself gt f amp When a Resource is selected WI Expl f User expects that Filter ActiveAndAs 2 Conversion from RTF to MS Word by 6 Misspeling in Predefined Layout E Context menu for a Version node sup E Password for SQL Authentication of D F amp Layout problems in in Dimension Mana apoo0coo00Ro8 41 0 3 0 80 8 0 8 5 L3 Day 23 0 wT i 56 Activites This option determines the depth of looking back for TimeReports made by Resource in the past If this checkbox is turned ON then TimeReport values will be saved automatically when input focus leaves the cell You can also define a delaying interval if you want speedy values entering and then autosaving for them all You can choose from Stay in cell close Editor Move right Move down These options allow you to skip some confirmation dialogs The option Don t User Manual Page 200 of 204 Agile Tea mi Response and ask me again in these dialogs is used for the same pu
80. ailable In MS Word mode all features of this famous text processor are available The following additional properties are accessible through Description tab User Manual Page 42 of 204 TM Agile Team Originator This property is used to set who is has originated the Workltem Version Appear For Bugs kind of Workltems in this list button you should select the earliest Product Version in which the bug is detected This Version is displayed in the bug description of the WEB Knowledge Base Platform In this list button you should select OS under which the bug is detected Error Severity In this list button you should select one of the following levels of the error importance Critical Bugs having serious influence on the product usage usually errors of this type should be fixed in the nearest release Unlikely Critical Bugs having not so serious influence on the product usage usually errors of this type should be fixed in one of the nearest releases Normal All other not so important errors Some of them if they have workarounds can be simply documented in WEB Knowledge Base and fixing them can be delayed Example Exist In Here you can explicitly specify a path to a file or directory in which you placed an example demonstrating this bug User Manual Page 43 of 204 Agile Tea mi Management Tab WE Workltem 43171 lt Edit Mode gt a Ip Kind Parent Priority Status te Ti eralscrenkove e i500 a oo S E
81. ally user initials are used to identify a person For example Full name Oleg Erjomin Initials OE Enter user s e mail address in this field Currently it is informational field only Sometimes people retire from the company But such people can have a lot of Workltems accomplished and hundreds of hours in Time Reports Agile Team allows deleting only Resource that haven t Time Reports and are not assigned to any Activity Other outdated Resources should be set to Obsolete User Manual Page 60 of 204 Assigned Calendar Agile Tea mi Press this button if you want to change a Resource s Calendar You can control user s calendars through the following dialog ieee Assigned Calendars Start Date Calendar Name 29 06 2009 No holidays b 02 07 2009 Russian Normal lt default gt This dialog displays the list of calendars assigned to a selected Resource Each Calendar has a start date The calendar that is used currently is marked by a checkmark See Calendar Management for more details How to Create a New Database Login When a new Resource is about to be created you can select him her database login from an existing one Possibly this login is used to access another database in your company If you want to create a new database login press the New Login button in the Resource Property dialog Then the New Database Login dialog will appear User Manual Page 61 of 204 Agile Tea mi
82. are linked to completion of some important Project deliverables To summarize Project Phases form the Project life cycle In project management theory project phases are usually defined in the following terms A project phase is a part of the project life cycle into which activities to manage the project are grouped A project phase is major logical grouping of work on a Project A Phase also represents the completion of a major deliverable or a set of related deliverables A phase can be the time between two major project milestones during which a well defined set of objectives is met some works are completed and decisions are made to move or not move into the next phase Phases are significant for the planning algorithm because it allows prioritizing Workltems by time periods Since most Phases include some main Phase deliverable so most Phases usually take their names from these deliverables Depending on which Project methodology is used waterfall evolutional SCRUM etc different software Project Phases can be used For example e for the waterfall model phases can be planning analysis design implementation coding and documentation testing sailing support e for the evolutional model phases can be design realization of base functions pre Alpha Alpha pre Beta Beta pre release release etc e forthe SCRUM model phases correspond Sprints Usually Phases are not strictly successive They can be concurre
83. ate New Part Group File New Part Group Ctrl Shift U Create New Phase File New Phase Ctrl Shift H Create New Phase Group File New Phase Group Ctrl Shift O Part Properties Part properties can be inspected and edited using the following Dialog User Manual Page 111 of 204 ieee Part Properties Agile Tea mi General Securty Description Parent Title Agile Team Explorer Time Reports Type ip 100062 Publishing Alias Time Reports Parent Title Type ID Publishing Alias Full path to the parent item is displayed in this field Name of the Part Type of Phase node Can be one of Product Part or Group Unique Identifier of the Item It can be used for interacting with other systems If this field is not empty it is used by Helpdesk Release Notes and Knowledge base as article group header Example is shown at the picture below Here Compiler Library etc are the Publishing Aliases of the Visual Prolog Product Parts User Manual Page 112 of 204 Agile Tea m Visual Prolog Knowledge Base Search result 17 articles found Compiler Compiler hangs in e analysis for some anyflow predicates ID 427 13 Type BUG Fixed in Internal Version 7 2 7 202 The test can be wrongly removed I1D 42802 Type BUG Fixed in Internal Version 7 2 7202 Unexpected reports about single facts being not initialized ID 42913 Type BUG Fixed in Internal Version 7 2 7 202
84. be easily changed by dragging the column headers within the Grouping Bar Context menu for the group columns allows Cancel the grouping by selected field Cancel All grouping Expand the selected group Collapse the selected group User Manual Page 37 of 204 Agile Tea mi Sorting Clicking in any Column header specifies that Workltems should be sorted according to this Column Repeated clicking in the same Column header specifies that Workltems should be sorted in reverse order When sorting is ascending there will be shown the little Up arrow in the column heading CreationDate A and when sorting is descending there will be shown the little Down arrow CreationDate A When the shift key is ele dewsa depressed during column clicking it is possible to sort on multiple columns Changing Order of Columns By dragging columns left and right the order of columns can freely be changed Also the order of columns can be changed in the Current View Columns dialog Resizing Columns Columns can be freely resized By double clicking at the border between column headers the columns will be automatically resized to be able to fit their Title texts By double clicking at the border between band headers all columns in the left band will be automatically resized to be able to fit their Title texts WorklItem Dialog and WorkItem Pane The Worklitem dialog and the Worklitem pane are tools that are used in order to inspe
85. c for each Report type The example of such dialog is shown at the picture below Project Period Report W Wednesday July 01 2009 Friday Optionaly shown for Project Nodes WBS Number WorkItems WES Number Report Type You can see that it is possible to produce three different Reports using this Report type Detailed Daily and Summary How to organize Reports Agile Team allows setting whether specific Reports are available for all Users or only for dedicated Users User Manual Page 172 of 204 Agile Tea mi In order to set what Reports are available for different Users use Organize Reports dialog ieee Organize Reports This dialog has two pages First page named Reports enlists all Reports available for given User You can freely select which Reports from this list will be available in the Reports menu The second page named Permissions determines which Reports are available for different users In order to be able to administer Reports permissions you need special Manage Reports rights or need to be an Administrator ieee Organize Reports Report Authorized Resources Resource Status Period Report lt Everyone gt Project Period Report Elizabeth Safra Project Status Elizabeth Safro Resource Period Report lt Everyone gt Using this page you can set which Resources are authorized to use different Reports Only Reports that available for given user will appear in
86. ch P20 P20 P20 P20 P10 A03 Pii Pii Pil Pil Pil Pil Pil Pil Pil P20 P20 P20 P20 P20 P20 Score Administr Airlines Airlines Airlines Airlines Airlines Airlines Airlines Airlines Airlines Speech Speech Speech Speech Speech Speech Administr Pii Airlines 7 Selecting the Dimension item in the Select View control of the Main toolbar you can open the Dimension View The Dimension View is a convenient tool for managing the Dimension It is easy to User Manual Page 106 of 204 Agile Tea mi handle Dimension Item hierarchy in the Dimension tree Simply Drag and Drop desired Dimension Item to the proper place Like other Views the Dimension View contains two panes Selector and Data Pane Columns in the data pane can display all Dimension Item properties If you wish to modify some property value you can simply click on the cell with this property and change its value using data type specific in place editor Inherited values are marked with blue color Dimension Item Property Dialog Another tool for inspecting and editing Dimension Item Properties is Dimension Item Property Dialog It is invoked by double click on Dimension Item either in Dimension View or in Explorer s Dimension Tree Also you can choose menu command File Properties or context menu entry This dialog is used when you create new Dimension Item also ieee Dimension Item Properties Customers Dimension Company 1
87. ct and edit all Workltem properties Workltem dialog is a separate modeless window and it is possible to open and edit several Workltems simultaneously Workltem Pane is a panel that is glued to some Workltem Explorer border usually Worklitem dialog can be opened several ways 1 In order to create new Workitem You should use File New Worklitem F7 menu command for this purpose 2 By double click or pressing Enter key on Workltem selected in Data pane of Workltem Explorer and Daily and Monthly TimeReport views 3 Using menu command Actions Open Selected Workitem Ctrl 8 4 As a result of successful Workltem lookup by its ID using menu command Actions Open Workitem by ID F8 5 By selecting from recent Workitem list using menu command File Recent Workitem 6 By using the hyperlink to the Workltem in external applications like e Mail agent or Helpdesk 7 Using saved Favorites 8 Using shortcuts at the desktop User Manual Page 38 of 204 Agile Tea mi WE Workltem 44021 lt Edit Mode gt Parent Status ID Kind Priority roie Team Product POC voieTesn S Hees z Tite Descriptions Tine Constants Predecessors Originator Oleg Erjomin m Original Description Analysis Comment Management Comment Implementation Comment Documentation Comment Testing Comment Review Comment SHSBB 4 Blo B z U E Moder The following documents should be written 1 Installation Guide 2 User Manual 3 Administrat
88. ct supporters track for updates and access a product Knowledge Base On the other side the product supporters can register incidents as Agile Team Workltems right from within the portal t PMBOK Project Management Body of Knowledge internationally recognized standard that provides the fundamentals of project management as they apply to a wide range of projects See en wikipedia org wiki Pmbok The Wideman Comparative Glossary of Project Management Terms http www maxwideman com index htm User Manual Page 6 of 204 Agile Tea mi Agile Team developers are happy to present you our product Agile Team Basics The main logical elements of Agile Team are e Projects e Workltems e Activities e Resources e Time Reports e Parts e Phases e User defined Dimensions All these Agile Team elements are heavily related i e they have references to each other Projects Workltems and Activities form a hierarchical task oriented tree known as a Work Breakdown Structure WBS Parts Phases and user defined Dimensions are also organized in hierarchies Work Breakdown Structure Enterprises perform work Usually work consists of several projects Projects are endeavors undertaken to create products or services Projects are e performed by employees e constrained by limited resources e planned e executed e controlled Each Project has a definite beginning and a definite end Projects are undertaken at all
89. ctor Appearance of Tabs If you want to display Selector Tabs at multiply lines then turn this checkbox ON Selection in Tabs Usually the selection is the intersection of selected nodes in all Dimension Trees If you turn checkbox Single Selection ON Agile Team will allow only one Dimension to have selected nodes The selection for all other Dimensions will be dropped automatically Captions of Tabs This radiobutton group allows to set the style of Tab Captions e Text only e Icon only e Text and Icon default Using this group of checkboxes you can set the visibility of each Selector Tab Individual tabs can be hidden using tab s context menu In order to Visibility of Tabs get it visible back you need use Local Options dialog described here User Manual Page 198 of 204 TimeReport Views Page peer ee Local User Options Startup User Responce Prompt Miscellaneous Dimensions Originator Management Selector E eRe GT Ft PEE EE TRAST e as Days to look back for Include Items with TimeReports Without Limitation 90 Auto Save option M AutoSave V Delayed 6 z sec Action on Enter in Editor for Monthly View C Stay in Cell close Editor C Move Right Move Down Ask for User Response and Confirmation W Ask for Save TimeReports confirmation l Immediately ask Comments for TimeReports entered in Monthly View Show Message only one active Activity in Make Available dialog U
90. ctor and Data Pane User Manual Page 66 of 204 Agile Tea mi Columns in the data pane can display almost all Resource properties If you wish to modify some property of a Resource you can simply click on the cell with this property and change its value using data type specific in place editor eee Agile Team Explorer server vsql6 pdc spb su database TrackDB1 M File Edit View Favorites Tools Actions Reports Help Pite Identification Title Obsolete EMail Initials Type AssignedCalendar rae Elena Lisenenkova Mo LLi pdec spb su LL Resource lt default gt a Hena Lisenenkova Sa su EU Resource lt lt default gt eg Udovichenko Rapi ab su VR Resource Russian Normal Victor Rybakov 582 HD and AT H 42 Helpdesk Team amp Victor Rybakov oe e Agile Team Hena Lisenenkova g m aaa Victor Rybakov cm nm Helpdesk Team H B HelpDesk Agile Team H B My Group H A PDCCPH H B Staff team H A VIP support ei anr Double click at the Data view row will invoke the Resource Property dialog described above Calendar Management Calendars are the Agile Team entity that serves as a basis for Time Reporting You can have as much calendars as it is needed to describe working schedules of company employees At every time period each Resource has one and only one calendar But he she can have various calendars that will be used during specific time periods For example say John Doe will work since Jan 01 200
91. cycle model applied to the Project The process can be modeled separately for each Project no matter whether a traditional methodology such as waterfall or spiral or a modern Agile methodology such as eXtreme Programming or SCRUM is used Agile Team is optimized for creative work It is easy to make changes to a project with drag and drop changing estimates adding new ideas all in a controlled and manageable framework with an explicit workflow Agile Team has been developed by programmers for programmers While it can be used in any project oriented business like construction or media its primary field is to support of software development shipping and support processes Software products are developed in versions So version management facility that helps maintaining product branches and versions in industry standard way is one of significant features of Agile Team Another Agile Team feature is the ability to have an unlimited set of user defined dimensions In comparison with distinguished competitors Agile Team doesn t offer custom fields for WBS Phases etc With multiple dimensions it provides an ability to have multi aspect views at the working process Of course Agile Team also offers fully customizable workspace powerful filtering and search presentation quality reports and much more The Professional Edition of Agile Team includes a ready to use Customer Portal Customers can report incidents communicate with produ
92. e node A Phase has properties EarliestStart and LatestFinish that specify time period for this Phase Phase Properties General Security Time Constraints Description Earliest Stat 1 01 12 2008 Latest Finish M 22 05 2009 Note the order of Phases and their EarliestStart LatestFinish dates are not coordinated i e no checking is done that previous Phase has less dates than next Phase Example Using Phases to combine two projects Let s have Phases And Projects User Manual Page 125 of 204 Agile Tea mi We want to accomplish A sub Projects in the Phase H_A and B sub Projects in the Phase H_B So we set PPP Phase H P1_A Phase H_A P1_B Phase H_B P2_A Phase H_ A P2_B Phase H B Resource Allocation Pane contains only 1 Project PPP Properties Priority WBS Start End MaxLoad MaxHours Reserve E NOT SET gt lt NOT SET gt See that Workltems from Phase H_A are planned before Workltems from Phase H_B a D Title Stat Finish Project Phase Pr_ Rest prora A iat ata Tim Apr 11 23 200 K H3 43066 WiA 14 04 2009 17 04 2009 Pi_A PPP P1 H_A H 4 10 00 amp 43067 W1B 17 04 2009 22 04 2009 P1_B PPP P1 HB H 4 16 00 s 43068 W2A 14 04 2009 17 04 2009 P2_A PPP P2 H_A H 4 20 00 amp 43069 W2B 17 04 2009 22 04 2009 P2_B PPP P2 H_B H 4 8 00 Same but grouped by Phases Phase OWorkltem
93. e Countries Customers and Company Departments Predefined Dimensions have a fixed set of properties These properties are described in corresponding chapters of this document User defined Dimensions are fully customizable They have only two predefined properties Title and ID You can define as many custom properties as you need WBS items of any level i e Project Workltems can refer to any user defined Dimensions Also Dimension items itself can refer to other Dimensions also Dimension Management In order to be able to manage Dimension a user must have proper rights assigned See Permissions for Global Operations Dimension management is performed using the Global Options for All Users dialog This dialog can be invoked using the Tools menu User Manual Page 102 of 204 Agile Tea mi Global Options for All Users Customers Counties O Departments If you choose the Dimension tab of this dialog you will see the list of all Dimensions registered in Agile Team database Selecting from this list you can inspect or edit Dimension properties Both predefined and custom Dimensions have two general properties Use Numbering this option defines whether the Dimension uses hierarchical multilevel numbering Typical Dimension with Numbering is WBS Dimension The example of numbering is shown below Sy Air Alsie 307 59 Implementation 807 2 2 Administration 807 2 2 JEJ Development 07 2 1 i Crew 807 2
94. e Worklitem was implemented Can contain links to the affected files source code fragments and another important implementation notes Management Comment This description field can contain some comments about the management For example why some Resource are assigned why the Workltem is closed etc Testing Comment This field outlines test cases for the Workltem Documentation Comment Notes about how the Workitem should be documented Review Comment This field contains the results of review of the Workltem We recommend its use when the review is negative and Workltem is returned from Tester to Developer How to Reproduce This field is often used in case the Workitem has some kind of Bug It describes the steps that reproduce the problem Workaround If the Bug is analyzed and is planned to be fixed in future product versions but some workaround is known then this field describes the procedures that may help users to overcome the existing problem Agile Team supports three document formats for using as descriptions Plain Text Rich Text Format RTF and Microsoft Word Documents MS Word The document format can be switched using Mode drop down menu at the editor s toolbar The default editor mode is defined in Local User Options dialog Editor is controlled using its local toolbar This toolbar contains shortcuts for file printing and clipboard operations In addition in RTF mode simple formatting operations are av
95. e ee rrrreerrrreeerrrrrerrrrrrerrrrrrrrrrrrrer rrr reer rrr rrrr rr rrr errr rrr rrr rrr errr rr rrr rr rrr rrr rrr irri rr rrr Country at Contact E Mail sales company 1 com Product Vers 1 7 10 Agile Team 1 7 Take a look at the example above User defined Dimensions Countries and Customers are selected to be shown in the Workltem Explorer Workltem 43171 is linked to the item Company 1 of the Customers Dimension This Dimension has the Supporter property to be shown in Explorer Manager column and grouping by this Dimension is set The Customers dimension is linked with the Countries Dimension in turn You can see that the Countries column displays value for this property of Dimension Customers and column Manager displays value of property Supporter User Manual Page 116 of 204 Agile Tea mi Using Dimensions in Filters It is possible to filter by any user defined Dimension registered in Agile Team Property Dimension Countries ia Creation Date p es Dimension Customers Dimension Departments Dimension Dimension 1 Done Date m Filters support three relations for custom Dimensions equal not equal and belongs to The filter field value can be set using drop down control which allows selection from Dimension tree Name Property Relation Value lt NOT USED gt _j Austria Jj Belgium Denmark England Finland France 2 Germany _jj Italy _j Norway jj Russ
96. e in the tree instead of that dummy nodes are inserted under each Project node Click here to view Worklitems When you click on such node a list of child Workltems appears User Manual Page 121 of 204 Agile Tea mi On the picture above a dummy node is under cPr2 Project node A list of child Workltems is under Pri Project node You can select either Project node or Workltem node by double clicking How To Save Changes e By selecting of another RAR e By means of toolbar button Save el e By clicking on Node Indicator left most field of a record of a currently changed RAR It is highlighted by Aquamarine color 2 Pri LL lt NOT SET gt lt NOT SET gt 10 0 Em 03 06 2009 06 06 2009 2 0 l rDr fll 11 A 727000 197 NA ANNA e When you switch to another Resource or go to another View or close Application How to Cancel Changes By means of toolbar button Undo Changes How to deactivate disable a RAR A RAR can be deactivated disabled so it won t participate in Planning algorithm It is done by means of a value in Enable column Deactivated RAR is dimmed Copy Cut Paste a RAR There are Cut Copy Paste operations with RARs It is done by means of toolbar buttons and in a popup foraRAR e A copied RAR can be pasted to another Resource How to Move Copy a RAR to another Resource e Drag a RAR to Resource tree in Selector and drop on a single Resource node
97. e permission for them One Resource can be a member of several groups Also groups can be members of other groups Thus the whole set of Groups and Resources in Agile Team does not form a tree but network However this network is displayed like a tree in the Agile Team s Selector pane NOT SET gt E B Agile Team H A ARGOS re Helpdesk Team E B PDCCPH 1 8 Speech 4 amp staff team 8 ieai Tey k p bekia g Carsten Kehler Holst Eugene Udovichenko dA Galina Tchekmareva 3 Hans Olav Te When you select some Resource in this tree the Data pane will display only Activities that have selected Resource assigned on those Activities or Resources that reported time on them Resource Tree Operations User Manual Page 57 of 204 Agile Tea mi Operation Menu command Shortcut Key Context menu Create New Resource File New Resource Ctrl Shift R Add Subltem Ctrl N Edit Resource Properties File Properties Enter Properties Delete Resource File Edit Delete Delete Delete Subltem Remove Item From Group Remove Item From Group Agile Team Logins Almost all Agile Team Resources are SQL Server Users Exceptions can include people working remotely freelancers and Team Leader reports on behalf of them To use Agile Team people have to be logged in Agile Team supports two types of authentication 1 Windows NT authentication in this case you don t need to enter your login and password Agile Team will use your Wind
98. eam Explorer server vsql pdc spb su database AgileTeam02 W W O O Oo File Edit View Favorites Tools Actions Reports Help PE Lz g Release Notes public al i Look for Find Now Properties ID itl W Kind StateDate Eg 2 6 aig 2 6 1RC1 EG 2 6 2 2 x 43351 Issue 11791 Refresh seems not to work in new version of HelpDesk Bi 2 26 2009 8 42966 Helpdesk UI design s 2 27 2009 A 43361 Prevent WI status selection in case of Product is NOT selected 2 26 2009 R 43362 Allow display WI data if Customer is selected f 2 26 2009 AR 43388 Issue 11848 Export to Excel not possible with Interactive Grid 2 27 2009 BEA 43390 Issue 11849 Incorrect results in Visual Prolog Release Notes 3 3 2009 a 2 6 3 Maintenance Maintenance Release 43507 Issue Status and AutoRefresh combination not always work together 3 27 2009 43431 Wrong CustomerID in URL on Product changed 3 4 2009 8 43432 Priority selection is not stored in Session environment 3 4 2009 AR 42454 Issue 10573 Not able to response on helpdesk issues 3 13 2009 8 42703 Issue 10933 Unable to delete contact 1 14 2009 42876 Helpdesk Documentation 3 13 2009 8 42930 Issue 11253 Unable to Answer Customer IE8 0 inconsistency s 3 13 2009 Issue 11885 HeloDesk tries to upload an image to a test version of Bua 3 5 2009 NF Release Notes pub Known Bugs and Issues for a Given Version The Relation knownbugs for the VersionDone property can be used to f
99. earch menu command Ctrl F When the Search Tool is activated it replaces the Selector and vice versa i File Edit View Favorites Tools Actions Reports fe Agile Tearm Explorer server vsql8 pdc spb su database Agile Help wn Search Panel J Search Search for Pennission Look in Tile Any Desiptonred 7 e 40523 eA 40537 e 40584 a 40784 Y Use Filter Do not use Filter Use Current E Use Specific Filter ZA 40975 amp 41071 n 41085 eA 41132 a 41718 SS 41760 A 41780 5 Use Main Selector Use Local Selection Local Selector eA 43022 HAR 43023 37497 Agile Team PDC A 2 3 37938 M amp 40527 21451 130 WorkItems The Search Panel contains three child panels Search Here you define Title Edit WI gt permission itis prohibit to change WI from W Tree node property dig Permission panel try to add aR Wrong set of permissions for Team Member permission pi Edit Permission in Project dig Exception on the opening of an sub WI with read permis Releases Create a new without needed permissions BL Strange behaviour of WI permissions BUG Execute permission denied for pUpdateFilter SOL procedi Show proper dialog for project nodes that cannot be ope Wrong Permission check when changing Parent of a WI Node Property dialog Security pane Add some resource Assigning per
100. ecscesescecscesess 14 TSS OS ION S a n E anna E EA E E 16 Drac AO De E O E O E 16 DREI E E E E E EE N 16 POC CU Tye i Ee M N E E E E E E N 16 ATIVE c tees ce secs oe len te sas deanna cb odlaeea ene gecoonereceaenteneesatectataedeogeseencansenesenaes 17 Proe PO SUS DIOE eea a E iustbrtcesaumninbaucnaasianinarnacs 17 POU VIO W e E E E A E 27 WORE E OTET ae E een eee 29 Planne ea E E E E 34 UN E o EE cas ques E E E E E A E E E 34 MET SION AD CON irr EEEE EEE AEAEE A 34 MEVSION DONC e E E E E E E 34 WBS INO cersiessiesia eE E E 34 Wr COUNT caka E E E E T E E S 34 aC aLe E A A A E E E E E E A A E E E E E 34 WOTRO ee E E E 34 User Manual Page 2 of 204 Agile Tea mi Workltem Dialog and Workltem Pane ccccccssssccccesscceceesececeeeceeceusececeuececsuneceeseneecesauaeeessegeceeseges 38 Resource Management n sesssessesesesssseoreseseoresesroresrssorosrssoroseseororesesroresrsroresrerorereseoeoresrororeseseoresreeore 56 Aae Te nN 124 go e E E E ee ener 58 Resource Property Dialog sarcaceccictecsesacnovsaeubanveneennceuaschsecssnassogsnebsectinteenvncniebsersaeesnereceubanvessessenoasdiaeseesors 58 RES OUrCE VION iaeaea rE E E E EEE E 66 Calendar Mono oso bh ae ee eo a Pee 67 Ronon ne E TIO aa E E A 70 Permissions for Report TIME eesrcein e E E 71 Last Date for Changes to Time Reports cesccsenre ian cssacccvensescvscstancedaniecdvedsboceacenaebdavconeepadand atendoaaeeddenteans 71 What Activities Are Available for Time Repor
101. ect to the Group and back But notice that you cannot change the Group to the Project if the tree branch of this node already contains a Project type node User Manual Page 18 of 204 Active State Branch Obsolete WBS Numbering Use WBS Numbering Done State Properties Tab Agile Tea mi This control is used to set a Project node state Here you can activate postpone or close a project This field can be used to set in which Product branch this project will be implemented If this field is not empty the current version in the selected branch will be set as Implemented in for all Workltems that belong to this project when that Workltems are marked as Done See Version Management for more details This option can be checked ON to indicate that this Project node is Obsolete All child WBS items will be also marked Obsolete Any Activities for Obsolete Workltems are disabled and Time cannot be reported WBS is an abbreviation for the Work Breakdown Structure You can think about WBS as about a basic project diagram that documents and describes all the works which must be done to complete the project In Agile Team the Work Breakdown Structure is represented as the Project tree with all Workltems in this tree A unique WBS number can and normally should be assigned to each Project not to a Group Such WBS numbers will be the first level numbers Then all sub Project nodes sub groups of Projects under thi
102. ed Entered Estimate is changed Pending belongs to Manager equals Resource that is a Manager for the Workltem not equals to include belongs to Obsolete Equals Indicates whether the Workltem is marked Obsolete Yes No value Originator equals Originator of the Workltem not equals to belongs to User Manual Page 158 of 204 Agile Tea mi Property Relations Description Part Node equals Part assigned to the Workltem not equals to belongs to Phase Node equals Phase which the Workltem belongs to not equals to belongs to Planned Equals Workltem is included in plan Yes No value Planned Finish Date today Calculated by Planning system finish date of the Workltem on on or before on or after between yesterday in the last 7 days last week this week last month this month Planned Start Date today Scheduled start date for Workltem as a result of planning a algorithm on or before on or after between yesterday in the last 7 days last week this week last month this month Platform equals Platform Property of the Workltem not equals to belongs to Priority equals Workitem Priority from 1 to 9 not equal to more than at least less than at most between Project Node equals Project which contains a Worklitem not equals to belongs to Publish Equals Yes No value that indicates that Workltem is ready to be published at the Knowledge Base and Product Release Notes Resource e
103. elds Name Workltem Kind and Scope should be changed only when you are going to create a new Layout except if you have changed a predefined Layout In this case field Name will be empty Name Predefined for a Layout is reserved and cannot be used for other Layouts Save button saves changes in the opened Layout or creates a new one if Name Workltem Kind or Scope is changed You may not like to save a Layout as public if you are not an Agile Team administrator or do not have Manage Public Views and Layouts permission Back button closes Save Form Layout dialog and returns to design mode Undo or Redo Changes In order to undo or redo changes you should use arrow buttons in Customization form Customization Hidden Items Layout Tree View In order to drop all changes you may use Drop button in Save Form Layout dialog User Manual Page 192 of 204 TM Agile Team Using of Layouts Assigning of a Layout to a Project A project manager may find it useful to unify the look of all Workltems belonging to his her project In order to do it he her should create a new public Layout or use an existing one and assign it to Project or WBS Group It could be done in Project or WBS Group properties dialog Layouts are assigned on Properties tab in control group Layouts Layouts for Workltem Dialog and Workltem Pane are assigned independently It is recommended to assign for Workltem Pane a Layout containing less number of controls t
104. ent values for Time Constraints in order to help you set right time range User Manual Page 114 of 204 Agile Tea mi Connecting WBS Items to Dimensions Both Projects and Workitems can be linked to any predefined and Custom Dimensions Use Dimension pages in Project Property or Workitem dialogs in order to set up such relationships lt NOT USED gt Admi Intern lt NOT USED gt lt NOT USED gt Helpdesk System lt NOT USED gt lt NOT USED gt WorkItem Explorer Dimension Column Workltem Explorer Column Picker contains entries for each of user defined Dimensions Workltem Explorer will show columns in Dimension tab for each Dimension that is checked to be shown These columns will display Titles for Dimension Items linked to Workltems or Projects Like other columns Dimension columns allow sorting and grouping As we described above custom Dimension property can have Explorer Column attribute If you set grouping by some Dimension and some of custom properties of this Dimension have corresponding Explorer Column set then this property value will be displayed in this Workltem explorer columns User Manual Page 115 of 204 Agile Tea mi ieee Agile Team Explorer server vsql6 pdc spb su database TrackDB1 M File Edit View Favorites Tools Actions Reports Help My Favourite private Manager Countries ome OF a R e SS 43171 amene a SUpporter Pre
105. epresents the version numbers of the software releases Workltems can be linked to the Version dimension The version management facility Feature in Agile Team can assist the software developing process in the following areas e Maintaining a History of releases what did we release in the past e Planning of releases what will we solve in each release e Control over BUGS when they appeared and when they were fixed e Generation of Release Notes what is done from one version to another User Manual Page 10 of 204 Agile Tea mi e Generation of a Knowledge Base what problems are known in a given version Most software is created as a linear set of versions where the next version of the software is based on the top of the source for the previous version But when the software grows larger and more mission critical for the customers it becomes important to support previous versions of the software while developing the new version of the software In this case most teams will use a source control system and the source code will be branched so that the previous version of the software can be maintained without introducing bugs because of new development Agile Team directly supports the concept of Branches Phases Phases is one more Dimension of Project management models When working on several projects companies usually divide each project into several Project Phases to improve Project management Usually Project Phases
106. erties that link the Workltems to the Version dimension VersionDone For done Workltems in it can be specified the versions in which they were implemented User Manual Page 94 of 204 Agile Tea mi VersionAppear For Bugs in it can be specified in what version they appear Default Version Number Assignment to WorkItems A Project node has the Branch property By setting this property the Current Version for the branch will be assigned automatically to the VersionDone property for the Worklitem when the implementation for the Workltem is marked done Agile Team PDC Agile Team amp Helpdesk 7 I Branch ireen Cid Specifying the Version in which a WorkItem Is Implemented The VersionDone is set automatically for a Workltem when the implementation activity is marked done but it is possible to change the settings When fixing bugs in more than one Branch of the source code it is necessary to register multiple versions where a bug fix was implemented User Manual Page 95 of 204 Agile Tea m y Workltem 43171 lt Edit Mode gt a Emmm ID Kind Parent Priority Status Title Tae onn First Time Report Date Last Time Report Date Fhase Version Done Phase I Agile Team o 1 0 1010 Earliest Start Parent Earliest Start 1001 1005 1006 1009 The Version Done property for a Workltem can be set also by drag and drop of the Workltem to the Version tree If a Workltem whe
107. ew Current View Customize Current View User Manual Page 177 of 204 Agile Tea mi ieee Current View Summary ID Title Resource Status Manager Countries Sepa wenn Sot Customers desc AKind asc Phase desc Tasks public Gantt View Gantt is Visible Format of Numbers and Names and other View settings OK Cancel This dialog summarizes Current View settings and provides you with ultimate set of tools needed to Other Settings change every setting It contains six buttons to call specialized dialogs for customizing Columns Grouping Sorting Filtering Gantt View Format of Numbers and Names and other setting Summary of each of setting Group is displayed to the right of corresponded button Columns Customization When you press Columns button Agile Team will bring the following dialog User Manual Page 178 of 204 Agile Tea mi ieee Current View Columns Order and Visibility of Bands and Columns g WBS No g Froperties Onganize Time Period Columns Resource Here you can tune the order and visibility of all Workltem Explorer Columns In order to set some column Visible or Invisible just check the box for given column If you want to change the order of Column or Band just select it in the tree and move upper or lower using Up and Down buttons It is possible to organize Time Period Columns also Press the button with such label and the proper dialog will
108. f tools to customize the working environment These tools include Workltem Explorer Named Views and tools for design and organizing of Layouts for Workltem Dialog and Workitem Pane Any time you can reorder visible columns change grouping sorting apply various filters change display format for data of different types etc All Views in Agile Team like Workltem Explorer TimeReport Views or Dimension Views can be customized interactively Agile Team saves all changes automatically and restores them next time the View will be activated In contrast with other Views Workltem Explorer allows to have as much customized and saved named Views as you want WorkItem Explorer Named Views Agile Team organizes customized and saved workspaces as named Views Once the workspace is tuned it can be saved and then reused or even added to Favorites or sent to other users by e Mail so that they can look at the Project from your eyes Agile Team supports both Public and Private Views Public Views are available for all users but Private Views are defined by each user for his her own needs In order to be able to modify Public Views user must have special Permission In order to apply any of previously designed and saved Views you can choose it from menu View Current View User Manual Page 175 of 204 GoTo i Column Picker Toolbars Status Bar Selector Pane WI Pane Layouts Filters Gantt Pane M Obsolete Selector
109. g Dimensions When Filter is applied the value is obtained from the Selector If Value Source is set to Prompt Dialog then it is possible to specify the question to be given when the Filter is applied ieee Question When filter with one of such property is to be applied Agile Team brings a dialog for obtaining a value User Manual Page 156 of 204 Agile Tea mi ieee Filter Parameters Please select a Version 2 5 2 HelpDesk 2 5 Gl 9 HelpDesk 23 g2 Once the Filter Parameter is entered it will be remembered so that don t annoy user with permanent questions on each Workltem Explorer refresh In order to reset the Filter values you need to call the Filter dialog and press the Reset Prompt Dialog button The table below summarizes all Filter properties Property Relations Description Active State equals Workltem Active State Active Inactive Closed not equals to belongs to Activity Done equals Choose Activities with Done State Yes belongs to Activity State equals Active state of the Activities Can be Active or Inactive not equals to belongs to equals Activity Kind Can be one of the following Analysis not equals to Implementation Testing Documentation Knowledge belongs to Base Review Created By equals Resource who created the Workltem not equals to belongs to Creation Date today Date of creation of the Workitem on on or before on or after between yesterday in
110. g that allows you to choose existing Filter or to design a new one Gantt View Options In order to customize Gantt View press corresponded button Agile Team will show the Gantt Options dialog box You can quickly set the visibility of the Gantt pane also with proper checkbox Other Settings Press this button if you want to tune such parameters as Number Format Entity Name Formats etc These various settings are available through the following dialog box ieee Workltems Explorer View Settings Show Zero Values as Blanks f Everywhere C Nowhere Hide Zero Rows At the General page of this dialog you can set whether to show zero values as blanks in Workltem Explorer For example if this option is set to Everywhere then if Rest Time 0 0 hrs then Agile Team will display empty cell instead of zero value Also you can set to hide rows where all Time Columns contain zero values Format of Numeric Values can be set using Numbers page User Manual Page 181 of 204 Agile Tea mi ieee Workltems Explorer View Settings lf Show insignificant decimal zeroes Honzontal Alignment C Left t Center Will be shown as Here you can set how many decimal places will be displayed for numeric values whether to show insignificant decimal zeroes and to choose the desired alignment The sample of formatting of your choice will be shown immediately at the bottom of this page Format of Long Names like Full path to any tree entitie
111. ge 120 of 204 Agile Tea mi e By main menu item File gt New gt Resource Allocation Record An empty RAR is created with lowest priority e By menu item Add node before current in popup menu of an existing RAR e By drag dropping of a Project node from Selector to RAP In such case a RAR is created with a preset property WBS When you drop on the empty space below all records a new RAR is created with lowest priority When you drop on an existing RAR a new RAR is inserted before the target RAR How to Delete a RAR del All also e By means of toolbar button at shortcut Delete currently selected RAR e By menu item Delete Item in popup menu of a RAR e All RARs can be deleted by toolbar button 4 How to Change RAR Priority e By means of toolbar buttons te eo shortcuts Ctrl Alt Up Ctrl Alt Down Currently selected RAR is moved up or down appropriately e By menu items Move Item Up and Move Item Down in popup menu of a RAR e By drag dropping a RAR on another RAR Dropped RAR is placed before the target RAR How to Change RAR Properties All RAR properties except Priority are changed by means of in place editors Just click or press Enter key on the selected cell WBS node Editor aa PDC a LL 4 4 Pri AR 43031 QQQQQ ng 43032 WWW ug lt Click here to view Workltems gt It is a drop down tree of Project nodes and Workitems Initially Workltems are not visibl
112. gs in Gantt Pane Propagate Warnings to Parent Select Issues for producing Management Needed Warnings Issue Explorer ar Estimate is changed Ed P i Status Entered M E i Status Analyzed M E M Status Pending M E M UnPlanned Hours remain M Iw H Total Time is out of Budget Oo C M Finish exceeds LateFinish C Iw H Finish exceeds LateFinish of Ph 0 iv ly Finish exceeds LateFinish of a Oo ra Reset to Default Settings a ew See Management Needed Column and Row Indicator paragraph describing Management Needed functionality in detail Here you can state if you want to see Management Needed Warnings in Explorer and or Gantt Pane at all Also you can mark which Issues will produce Warnings and their severity you can mark milder issues by Yellow color and more severe by Red color Checkbox Propagate Warnings to Parent states whether parent nodes will be marked as with Warnings when actually they are not but their children are User Manual Page 202 of 204 Agile Tea mi Miscellaneous Page Default Format for Descriptions MS Word RIF Increment Step for numeric controls Test Increment Step here gt Miscellaneous Indude Selected Node for the First Grouping in WI Explorer Preserve the selected Part and Resource between sessions Show warnings when running Planning functionality This page is used to set up various Agile Team options Default Format for Agi
113. gy to identify the stage of the software for any given version examples are Pre Release Develop Alpha Beta Final Service release Also depending on your version numbering strategy product you can identify a version by three numbers like HelpDesk 1 3 2 by two numbers like VIP 6 0 VIP 6 1 and even by one number like VIP 5 Agile Team uses the special notation for the Current Version nodes that have not yet made a decision about their number Use asterisk as the latest part of a number for such versions Source Code Branching Most software is created as a linear set of versions where the next version of the software is based on top of the source for the previous version But when software grows larger and more mission critical for the customers it becomes important to support previous versions of the software while developing a new version of the software In this case most teams will use a source control system and the source code will be branched so the previous version of the software can be maintained without introducing bugs because of new development Most often this branching can be drawn like this SR1 1 4 19 1 4 18 RC2 RC1 1 4 16 13030 1 530 1 531 1 532 1 533 1 534 1 6 0 1 631 1 632 1 633 User Manual Page 86 of 204 TM Agile Team In some cases sub branches will further be branched Some companies will name each branch of the tree and a common name to the branch where new development i
114. h Products A new Product can be created either with the File New Product menu command Ctrl D or with the Add Subitem context menu command Ctrl N when the root node of Versions Tree is selected In order to modify the properties of an existing Product just select it in a tree and press Enter or double click it To create a new Product or to modify properties of an existing one use the Product Properties dialog User Manual Page 90 of 204 Agile Tea mi Agile Team E Obsolete For each Product the following properties can be specified Title A unique product name Obsolete A flag that marks a selected Product as not relevant any more ID An informational field that shows a unique identifier of the Product Can be used for interfacing with other systems Working with Branches A new Branch can be created either with the menu command File New Branch Ctrl B or with the context menu command Add Sublitem CtrI N available when the Product node is selected in the Version Tree To modify the properties of an existing Branch just select it in the tree and press Enter or double click it Both when you are creating new Branch and edit the existing one the Branch Properties dialog is used User Manual Page 91 of 204 TM Agile Team a Branch Properties bE Obsolete For each Branch the following properties can be specified Product The Product which a Branch belongs to is shown in this read only f
115. h allows full control over native HTML code of the document HTML editor supports basic formatting and clipboard operations You can insert hyperlinks and images in the document Note that in order to display images you need to set up the URL for Agile Team Web Service in Global Options dialog History Tab The History tab records track of all important changes which were made for a Worklitem User Manual Page 54 of 204 Agile Tea mi WE Workltem 43171 lt View Mode gt ee ae Title semen SOOO When Who changed lt ae e daad e Na ee New value med a leon aes 20 00 slomom oe kia lt M5 Word gt i Description lt MS Word pm Implemented i in Version lt NOT USED gt ea Eromi tnsenertaton Don wo R Implementation ActivityState Active 55 Oleg Erjomin Description lt M5 Word gt Alen Frinmin rent Thannes huinn Accented The grid has two pages General and Time Report History General page displays log for changing of Workltem properties and Time Report History shows the log for all changes made with Time Reports Common Operations There are seven commands available in Workltem dialog Locate In the Project tree this command selects the sub project directly containing the Workltem You can click the Projects tab to see the selected sub project Print Activates the dialog in which Workltem properties can be checked which should be prin
116. han the Layout for Workltem Dialog Layout assignment to a Project or WBS Group is inherited by all sub WBS Items of it By default all existing WBS Items use Predefined Layouts both for the Workltem Dialog and Workltem Pane In order to change it you should open WBS Root Properties dialog and change the default Layout assignments to desired ones These are public Layouts only that could be assigned to a Project or a WBS Group ieee Project Properties General Properties Security Time Constraints Description Dimensions _4 gt ID 43029 Require Comment for TimeReports External ID Layouts WI Dialog Layout 2 Predefined Using of Personal Layouts It is allowed for each user to define which look should have Workitem Dialog when opening or creating Workltems It is possible by the following menu items User Manual Page 193 of 204 Agile Tea mi View gt Layouts gt For Workitem Dialog View gt Layouts gt For Workltem Pane The menu items allow assignment of a Layout for Workltem Dialog and Workltem Pane respectively File Edit View Favorites Tools Actions Reports Help H y Selector Current View ER EE ve cs E Activities ISN Hide iou Bous Go To a een ie Se PEH Selector Panel YA Column Picker Ctrl K Projects meaa a I Toolbars b ity Properties oar k Status Bar ID Status Resource 0 e Selector Pane WI Fane Ctrl W op Rites ss
117. hat are assigned for the selected Resource Exclude with Start after Period This option is used in order to hide the Activities that are planned to start after the selected date Note that the activities that are brought in time reporting will be shown always except of the case when reported Used time is 0 hr and the Hide Zero Rows option is OFF Activities Grouping Activity grouping in the TimeReport views is controlled by toolbar s listbox Projects Tree ProjectsTree si Projects List No grouping There are three grouping modes available Project Tree The Title column displays a Project subtree from the root down to the project node to which selected Activities belong The Project column is hidden User Manual Page 74 of 204 Agile Tea mi Title EH PDC Eig Agile Team amp Helpdesk Ey HelpDesk EJ Agile Team EJ Agile Team Product 2 Business Plan Documentation A Agile Team vs Competitors f OnLine Help f Public Web z f Create Content gr Choose CMS z f Icons for Agile Team a Port Agile Team to SQL Server Express E Theare are some hard coded links in 1EIDL sk Project List The Title column displays selected Activities grouped by Project nodes to which those Activities belong The Project nodes are shown with full path from the root The Project column is hidden Title EJ PDC Agile Team amp Helpdesk Agile Team Product Business Plan z f amp Documentation
118. hen Inherited column is reset to OFF This means that selected Dimension item overrides parent s value for given property User Manual Page 108 of 204 Agile Tea mi Permissions Tab The Permissions Tab is used in order to set the access permissions on selected Dimension Item Refer to Permissions and Roles chapter for detailed information about Agile Team concepts Remove Permissions for lt Everyone gt Create Subltems Change Permissions OSs oa Description Tab Description can contain any document associated with Dimension Item User Manual Page 109 of 204 Agile Tea mi aeons ware A FB lB T U A Mode RTF Description document can be one of the three supported formats Plain Text RTF or Microsoft Word Document History Tab All changes made for selected Dimension Item are tracked at the History tab ieee Dimension Item Properties Customers Dimensi Scr SE ee T OldValue 09 07 2009 Oleg Enjomin ParentNode f 09 07 2009 Oleg Enomin Obsolete No 09 07 7009 Oleg Enomin Title Company 1 Predefined Dimensions Parts and Phases Along with user defined Dimensions Agile Team provides two predefined Dimensions Parts and Phases In many aspects Parts and Phases work like all another Dimensions but have some specifics The Parts hierarchy can be used to register an extra dimension for Projects and Worklitems The Parts hierarchy is usually used to model the architecture of applications F
119. her its sub nodes and related Workltems have WBS Numbers Groups represent logical nodes that can be freely used to group other nodes There are two different kinds of Groups Groups of Projects and Groups inside Projects Groups of Projects are used to combine a number of Projects Groups inside Projects sub Projects can be used for example for a placeholder for bugs until it is decided when to fix them Remember that a Project cannot contain other Projects only Groups WBS numbers can be only inside Projects and sub Groups under Projects Projects can be in one of the following States Projects Groups are currently being worked on and Workitems for Active these Projects will appear in people s TimeReport Daily or Monthly Views InActive f E Projects Groups are currently waiting to become Active Active Activities for Inactive Projects Groups do not appear in the TimeReport Views Closed z bv Le Closed Projects Groups are completed and Workltems from them will not appear in the TimeReport Views any more The State of the Project Group is shown in the Project Tree with appropriate Icons In order to manage Projects the Project Tree is used Project Tree Operations Operation Menu Command Shortcut Key Context Menu Toolbar Create New Project File New Project Ctrl Shift J Add Subltem Ctrl N Create New Project Group File New Project Group Ctrl Shift G Add Subltem Ctrl N Delete File Edit Delete Delete Delete I
120. huitectensastiwa niaaa 144 PS ETS S 1 05 ARO E EE E E E E E E eames 144 Permissions for Glopa l Operations xcscxeccasasascatecdansssccsdeeasesiveestencedenteadeedsteweddanaesivuenenal acaedaneiedn 145 Permissions for Dimensions ACCESS resies ieie ie e E E EAEE E 147 Search andi FIRErINE scere E E EES 150 SE M Or NOFRO S n E E 150 Une FIOT o E A E S NA 152 Worktem BrOWSEL ccessseccccccccceeseeeccccesseeesseeececeessaeesseeeseeeessaeeesseeseeeessauassseeeeeeessauassseeseeeessaganssss 162 PFI CHG ma PDO Fr REDO earn aaae EEE Ei 166 PAE SE e 166 Pae SCA OE e E epee soe eee 166 Pintana Prnt ProViEW sxinccopeesctecten osu nip E 166 Printinge Gantt CNA ON UN ascent cane cies eetearsecsencosacecevacceseitenoratcoeiaetceseniediectscs ea aT 171 PCE INC OS e a a E E E A ouneatece users vevacas EE E O E E E E T 171 Project WOFKITEINS Report sssecdccitevocsvasencansnsesuaccanneddieksiedsanacseusneunslesanesasendiiabdedonteevandandedecspaeaseestuetsereass 173 Workspace Customization ssesessesessssesssoessssesoscesssoecssoesesosssssesssoesssoessssesssoecsssecssseossssosessosesessese 175 Workltem Explorer Named VieWsS sosssssseesesrensssrrrssrrrssrrrresrrressreresrrressrereserreserereseeresererssreresereesseeeese 175 VIEW CUS tOM Z cl UO en A ents teeta tees eee ee 177 VIEW Or Sa Ze e E E N E 184 Workltem Dialog and Workltem Pane Layouts ccccccccssscccceesececceeceeceeseceeeusecesseneceeseesecessenecetsenes 186 AVOUT IVIATIS RS eM
121. i TimeReport Views Originator Type the name for new Originator i a F Use inplace editor for Originator controls Originators are people who originate Worklitems For example they can be persons who reported the Bugs or Managers who set the Task Originators can be both regular Resources and any other persons This dialog page allows inspecting the entire list of Originators to Remove some of them or to Create a new one It is convenient to enter new Originator right in the Workltem Dialog during the Workitem creation It is possible if the checkbox Use an in place editor for Originator controls is turned ON User Manual Page 196 of 204 Agile Tea mi User Response Prompt Page Local User Options u m e e e m m a KEK Sometimes it is convenient to skip confirmation dialog for example during long repeatable operation Many confirmation dialogs in Agile Team offer the choice Don t ask me again If you want to get back the confirmation just turn the proper checkbox ON at this dialog page User Manual Page 197 of 204 Agile Tea mi Selector Page Appearance of Tabs Pea of Tabs Projects T Multiline Parts Resources Selection in Tabs Phases E Versions L Single Selection Customers Countries Departments Captions of Tabs Fl Dimension 1 Text only Icon only Text and Icon Using this page you can set up the appearance and behavior of the Sele
122. ia 9 Spain lac PEJ Sweeden USA Planning Planning as it is considered by Agile Team is a process of assigning resources order and time to the work items Agile Team Planning subsystem assumes three levels involved in Scheduling Some level in Management Allocates Resources to the Projects The Project Manager then assigns Resources to the Workltems and gives the priorities of these The Developer does usually have some freedom in the order of performing the Workitems The planning for the project is normally done by the Project Manager who assigns resources to the Workltems in the project and decides which order the Workltems should be carried out oe ae There are several ways to specify the ordering of the Workltems In some projects work are done in phases iterations The planning here is mainly to decide which phase the Workltems should be done in User Manual Page 117 of 204 Agile Tea mi the ordering within the phases are sometimes not so important other times ordering within a phase are done by giving the Workltems a priority In some situations the ordering are done by specifying predecessors or links to other work items which must be completed before the next one can start The Project manager has a number of constraints he can set for the project to control the work order of the estimated activities e Deciding which Resources to assign to the Activities e Assigning priorities to the Worklitems
123. ialog Customize Report Title Customize Re Report Title Report Title Title Alignment Near Font Vladimir Script 28 Italic Underline Color Fuchsia x port Title User Manual Page 167 of 204 Agile Tea mi Header and Footer There are 3 Header fields and 3 Footer fields A B C and D E F in Customize Print dialog left middle and right Advanced button calls Header and Footer dialog that provides convenient way to customize Header and Footer x z 9 c af al Font Chiller 14pt Agile Team Explorer m m m C Footer Date Printed gg Page Page of Pages OK Cancel Toolbar of the Header and Footer dialog contains built in patterns for frequently used strings e Page Number Page K of Pages N u Date 9 Time 5 User Name Also you can change vertical alignment of the strings er GL Here you can see the result of previous settings Header User Manual Page 168 of 204 Agile Tea mi ID Title Start Finish FirstfR_ LastTR_ Originator B Leo Leo 02 07 2009 07 07 2009 26 05 2 06 07 2 eG Gi Gi 02 07 2009 03 07 2009 26 05 2 28 05 2 043086 Aii 02 07 2009 03 07 2009 Elena Lisenenkova Footer CB 10 07 20 Et Pagel The default values for Header and Footer strings are set by Set Default button They are Document Header and Footer a Ovne username S S S
124. ield Title Name of a Branch It must be unique within a Product Obsolete This flag is used to mark that the complete branch is not relevant any more ID Informational field that shows a unique identifier of the Branch Can be used for interfacing with other systems Branched from Version A version node from which the Source code for a new Branch is based on Working with Versions A new Version can be created either with the File New Version Ctrl N menu command or with the Add Subitem context menu command Ctrl N when the Branch node is selected in the Version Tree In order to modify the properties of an existing Version just select it in the tree and press Enter or double click it Both when you are creating a new Version and editing an existing one the Version Properties dialog is used User Manual Page 92 of 204 Agile Tea mi ieee Version Properties The following properties can be specified for each Version Product A read only field that displays the Product of the selected Version Branch A read only field that shows the Branch in which the Version node is placed Title An optional title for the Version Examples RC1 Public beta etc Number Here you specify four integer version number See Software version numbering and Version constraints enforced in Agile Team for more information about numbering rules Press the Edit Number button below this field to invoke a special editor that will help you
125. ield is used to select Resource who is reporting the time It is current user by default but it is possible to enter time reports on behalf of another users In the Last case the column Entered by will contain the Resource name who has entered the record Hours For day h This spin editor is used to enter time amount for this report The default increment step is defined in Local User Options dialog Comments Usually it contains a short description of a work that was done during the reported time Additionally the Edit Time Report dialog contains the following controls Total for Activity Informational field that displays the total time for selected Activity Total Used Rest User Manual Page 47 of 204 Agile Tea mi Used for Activity Informational field that shows the time already spent for the selected Activity It is the sum of time reports for this Activity Rest Rest time for selected activity It is allowed to change the time remaining for selected Activity here When Explanation for Time Changing is set to Required for the Project which Worklitem is belongs to then additional field for entering the explanation will appear If the time entered in Used field exceeds the rest time then proper warning will appear and you will be asked for the reason of time exceeding Set Activity Done This flag allows to set the selected Activity Done The following picture shows the Edit Time Rep
126. ign work to other people by Activities you report spent time on Activities and a planning subsystem uses Activities for its scheduling algorithm Resources Enterprises perform work Work is performed by people Persons who are working on Projects are called Resources Resources can be organized in Groups Groups can be created for planning or administration purposes For example to assign some Activities to several people or to grant some permission for them One resource can be a member of several groups Each Resource in Agile Team has an associated Calendar which specifies how many hours he should work during the working days of a week The Calendar also specifies holidays Time Reports Time Reports are one of the core elements of the Agile Team People report time on Activities during their work There are two special views TimeReport Daily and TimeReport Monthly where each person can see which Activities in which Workltems are assigned to him her The TimeReport Monthly view shows a working Calendar for a person and daily time balance during a month The Planning facility uses Time Reports for calculation of the time rest for each activity Versions Software is developed in versions New features and bug fixes appear in a given version but a version might also introduce new bugs When a software version is sent out to the customers we talk about a release of the software Agile Team has a separate Version dimension which r
127. ilter out the Bugs and Issues that are relevant for a given version User Manual Page 100 of 204 Agile Tea mi eee Agile Team Explorer server vsq 8 pdc spb su database AgileTeam02 ere Sea File Edit View Favorites Tools Actions Reports ae Peen Ka a A n i S 2 Look for Find Now Title Status Wind Resource Originator lt NOT USED gt AB OE Issue 7534 It not possible to se who got t In Progress Issue Jacob Marquard Issue 10941 Change Issue Type as custo In Progress f Dan Ole Johansen Admin page some operation are too long In Progress z Victor Rybakow Incorrect error handling when contactis a In Progress Tue Vestergaard Nielsen x 43751 Some images lost a problem to dean upi In Progress Andrey Basukinsky z x 43752 Attachments can be silently deleted In Progress Andrey Basukinsky 3 x 43899 Issue 12552 Editor problem tekstin edit In Analysis ge Jacob Marquard gt x 45925 Issue 12524 In my Win Explorer itis diffic In Progress Leo Schou Jensen x 44027 Issue 12791 When you go to to the Helpd Entered SSL Leo Schou Jensen A 44028 Issue 12792 Check uncheck only public ve Entered 5 Leo Schou Jensen Pueg Jopayas 10 WorkItems 2 6 KBRelease no W Known Bugs and Pr For Workltems to appear in this filter they must 1 not be marked done in a version before this version 2 and they must not be marked to appear after this version How to Manage Vers
128. imensions ID Active AKind This Column displays the identifier for an item being displayed in a row If the item is a Workltem then the Workltem Identifier e g 10225 is displayed in this row If the item corresponds to a Workltem Activity then the Activity name is displayed in this row of the ID column If a row displays a grouping item then this cell displays the value of the grouping For example this can be a Project node name Sounds complicated but very natural on the screen The ID column is the only column that cannot be hidden and is always displayed at the Data pane This field shows the state of a Workltem It can be Active or Inactive Activity Kind Can be one of the following Analysis Implementation Testing Documentation Knowledge Base and Review User Manual Page 31 of 204 Budget AssignedResource Completion CreatedBy CreationDate Done EarlyStart ErrorSeverity Extid Finish FirstTRDate LastTRDate LateFinish ManageNeeded Manager Obsolete Order e TM Agile Team Budget Time allocated for the Workltem A Resource assigned for the Activity For grouped rows it is a comma separated list of Resources Completion of the Activity in percents percentage C Used Total 100 Resource who created the Worklitem Date of creation of the Workltem Done state of Activity Workltem Can be Yes No The earliest date that planning subsystem takes into account
129. ion Handling for a Team Appoint a Release amp Branch Manager Identify a person to have responsibility for the release management for a product This person must create a new version node each time a version of the software gets released and create a new Branch node in Agile Team when a branch is created in the source control system Set Appeared Property in for BUGS When supporters analyze a new bug report from users they should also consider in which version of the product the bug first appeared When developers fix the bug they should investigate whether the Appeared in information is correctly set Register Extra Versions for a WorkItem when Code Is Merged into Another Branch Normally the version information is set automatically for a Workltem by looking up the Current Version Number for the branch specified in the Workltems parent project node But when fixing bugs for a branched version it is usually necessary to register multiple versions where a bug fix is implemented User Manual Page 101 of 204 Agile Tea mi Working with Dimensions Dimensions are one of the core concepts of Agile Team They provide a unique possibility to have unlimited number of flexible multi aspect representations of working process There are five predefined Dimensions in Agile Team WBS Resources Parts Phases and Versions You can define as many additional Dimensions as you need The most obvious examples of such user defined Dimensions ar
130. is the part of Scheduled bar that lays outside of EarlyStart LateFinish bar boundaries User Manual Page 135 of 204 Agile Tea mi Conflict area is marked either by different color or by hatch style Pay attention that Conflict is also marked in Explorer values in columns Finish and LateFinish are red Conflict area when Use Explorer Colors is ON see button RE D Entity Time Lm T mme respa Un fan sia Fe LateFinish PAm Elena 36 0 Yes 11 12 2009 17 12 2009 F 43162 DDDv 20 0 Yes 15 12 2009 17 12 2009 28 11 2009 T 43262 gg 16 0 Yes 11 12 2009 14 12 2009 f us LL ES 36 0 Yes w ee J Le i ETREV IRL EYORLARTARVARTS 1G 43262 gg Conflict area when Use Explorer Colors is OFF the color of the Conflict area is defined in Gantt Options dialog Tab Colors and Series Layout KE DP 0 19 72009 Eny _ Time Lm T mme Resta fan sia Fen LateFinish MNEENEVAE ENET EE EAETAETA 2 Naa Elena 36 0 Yes 11 12 2009 17 12 2009 S 43162 DDDv 20 0 Yes 15 12 2009 17 12 2009 28 11 2009 843262 gg 16 0 Yes 11 12 2009 14 12 2009 f amp EsS LL ES 36 0 Yes Show EarlyStart LateFinish Time bars button Compare with above two pictures where EarlyStart LateFinish bars are visible Here EarlyStart LateFinish bars are hidden It behaves the same as Show EarlyStart LateFinish Time Bars in Gantt Options dialog
131. istered as the Originator of the Workltem Parent WBS identifier Displays the Part assigned to the Workltem Displays the Phase which the Workltem belongs to The comma separated list of Predecessors of the Workltem This column displays Priority level from 1 to 9 Displays the Project which contains a Workltem Yes No value indicating that a Workltem is ready to be published in the Knowledge Base and Product Release Notes This Column displays nicknames of Resources assigned to Activities in Workltems and nicknames of Resources that spend time onto Activities If there are multiple persons assigned to and spent time onto an Activity a separate row is created for each Resource This is the sum of currently estimated remaining times for Activity Workltem or Grouping node Calculated remaining of Budget Time RestBudget Budget Used Displays scheduled Start date as a result of a planning algorithm Shows the date when the Status of the Workltem was established Status of the Workltem It can be one of the following Entered InAnalysis Analyzed InProgress InReview Pending Obsolete Closed Done or Inactive This column displays Titles of the items being shown in rows of this Column This means that if the row contains Workltem s data then this column displays a Workltem s Title otherwise if the row is a grouping one this column shows the title of the grouping item For example in case of grouping by Resource
132. ject is specified then Agile Team can set this value automatically to the last version in that branch User Manual Page 45 of 204 Agile Tea mi Time Reports Tab Used Time h Rest Time h Total Time h insert Edt Delete Analysis e a Oleg Erjomin 220 09 nosam Ingeneiaton Osero 260 Starty aeron Comment oo 30 06 2008 30 06 2009 implementation Eena Lisenerkova 400 Okg Eon At this page it is possible to report time spent on Workltem Activities Main part of this page is occupied by Time Reports grid which is used to inspect and edit all time reports made for current Workitem In order to insert new time report you should press button Insert When you want to edit the existing time report you may press Edit button or edit Time Report record in place In both cases the dialog that is shown at the next picture will appear User Manual Page 46 of 204 TM Agile Team WE Edit Time Report Date Activity Resource Total for Activity h Used for Activity h Comment For day h Rest h Set Activity Done This Dialog and Time Reports grid contain the following fields columns Report Date The date for time report It is allowed to enter time reports for the past dates Creation Time Date and Time when the time report was created It is read only column that is filled automatically Activity The Activity on which the time is reported es Resource This f
133. kPackage X 30608 AAA 30608 AAA amp 30609 BBB 20609 BBB amp 30610 ccc Boe10 CCC LE oe amp 30611 DDD 30610 0611 DDO amp 30612 EEE 30611 30608 amp 30613 FFF 30612 30615 amp 30614 GGG 30609 30614 GGO amp amp 30615 HHH 30614 amp 30616 II 30611 30610 Ls0676 1 Stal A l Stol 7 i g Cal 10 WorkItems E Cak ACH Ach ID Kind Parent Priority Status Cor 30614 Task WorkPackage 1 LeoTest ProjectTemplate1 x 4 In Progress Title IGGG Descriptions Management Time Reports Time Constraints Dimensions cela Petes ae History Predecessors amp 30609 BBB Add M Selected ProjectTemplate1 2 Leo Schou Jensen For each Workltem it is possible to specify which WBS items should be completed first In the Workltem Dialog and Pane there is a TAB that lists the predecessors and the WI Explorer has a column that can show the predecessors for a Workltem The Gantt Pane can show how the Workltems are linked together Note Be very careful about the use of predecessors It is usually better to control planning by Phases or resource allocations Heavy use of predecessors can make it difficult to figure out planning problems How to View Planning Results You can see Planning results in Explorer columns Start Finish Planned UnPlanned Resource and the Gantt Pane Also you can observe that not all Rest hours are successfully scheduled by means of
134. kltem s Activity Total Time for Workltem as sum of Rest and Used Total Rest Used Sum of all Time Reports for all Activities of the Workltem For Bugs type Workltems this column displays the Version where the Bug has appeared Version where the Workltem is implemented The Relation knownbugs for the VersionDone property can be used to filter out Bugs and Issues that are relevant for a given Page 160 of 204 Property Workitem Description Workitem Kind Workitem State Relations at least less than at most between knownbug contains doesn t contain is exact is not is empty is not empty equals not equals to belongs to equals not equals to Agile Tea mi Description version Any of Workltem Description Workltem Kind Kinds of Workltem are Bug Task Issue Question and Note Status of the Workltem It can be one of the follow Entered InAnalysis Analyzed InProgress InReview belongs to Pending Obsolete Closed Done Inactive contains Workitem Title doesn t contain is exact is not is empty is not empty Worklitem Title Ad hoc filter This field is intended only for advanced customers with a contract to develop custom queries Ad hoc filter is a part of plain SQL query that should be executed against the Data Source when the Filter is being applied How to Organize Filters It is possible to organize Filters under the View Filters Organize Filters
135. le Edit View Favorites Tools Actions Reports Help aT h Search ie s p Look for Agile Team amp Helpdesk B HelpDesk lt NOT USED gt NOT USED gt Agile Team O LA 42524 Gantt Group Ee Agile Team Agile Team 5 ogy 17 L7 i 1 7 25 Gantt Group Gantt idea popup menu in Gantt area scr 1 7 PDC Agile Te YF Done public Vers Done public Version Done equals Agile Team 1 7 When you call filtering the Filters Dialog shown below appears at the screen This dialog allows you to choose either e not to use filtering e use one of previously constructed and saved filters e define a new filter by means of a logical expression This choice is performed by the buttons at the top of the window User Manual Page 153 of 204 Agile Tea mi _ No Filtering Use Saved Filter Use Logical Expressio 3 Estimated AndActive k Known Bugs and_Froblems erson Done et ale ean When you choose to use Saved Filter this dialog will show the tree of two levels that contains all public and your private filters In order to apply a filter just select it from the tree If a selected filter has interactive parameters then such parameters will be shown at the bottom of the dialog and you will have an option to reset these parameters with the Reset Prompt Dialog button The Use Logical Expression option is useful when you want to define a new Filter or to use some temporary Filter In this case
136. le Team supports three formats for Description fields Descriptions Microsoft Word RIF Plain Text You can change the document format using Description toolbar also Increment Step for This field determines the increment step for numeric spin editors like used numeric controls for Used Time in Workitem Dialog Include Selector Node for When this option is set then Selector node will be include in WI Explorer the First Grouping in WI as First Grouping node for the given Dimension Look at the Project Explorer Helpdesk at the picture below User Manual Page 203 of 204 Agile Tea mi g Agile Team Explorer server vsql8ipde spb su database AgileTeam02 File Edit View Favorites Tools Actions Reports Help Eg PDC D E Aaile Team amp Helpdesk a i eur 1 1 Study 2 0 VIP Version of Help dh 26215 AP 9 3 Version 744 WorkItems reo o oO When this option is turned OFF then WI Explorer will start grouping from the first level child nodes as shown at this picture File Edit View Favorites Tools Actions Reports Help 5 A PDC cA 1 1Study 1 i Study hed 26215 Study HelpDesk a 26294 Testing of the CustomerDeta 4 2 1 Version on Impossible to create new cus ie 2 Version E it 2 3 Version 741 WorkItems Agile Team will remember Part and Resource if this option is turned ON Preserve the selected Part and Resource between session Show warnings when running Planning option OFF functi
137. leg Erjomin M O Web Site Ay KB Test B Outdated Items Web site Agile T Test 6x VIP Wipdx Agile Team Agile Team Oleg Erjomin Oleg Erjomin HE Old Clean up needed a Agile Team Product 82 POC WEB 1 7 Stage II Adil WEB PDC projec WEB PDC projec WER DAC nrrier Oleg Erjomin Elizabeth Safro Elizabeth Safro Flizaheth Safra 4 If you want to edit properties that are not included in this column list just invoke the Project Property dialog User Manual Page 28 of 204 Agile Tea mi WorklItem Explorer The Worklitem Explorer View allows inspecting the Workltems that are selected according to specified Project Resource Phase Version Part Dimensions and Filter or as a result of a search operation All operations with Worklitems such as creating editing deleting changing properties etc are usually performed using the Worklitem Explorer WI Explorer eee Agile Team Explorer server vsql8 odc spb su database AgileTeam02 _ File Edit View Favorites Tools Actions Reports Help E Al public B i pE Look for Find Now a Bia Title Status Sar PDC EL Agile Team amp Helpdesk B 2 HelpDesk E a Agile Team Agile Team Product 8 PDC WEB 8 ARGOS Hi eMap BUGS ce ia Argos related Split Map Integration with other C H E Administrative H E WMS tE E Agile Team Product Agile Team Product CEAN AT BJ O 251 75 105 75 145
138. levels of an enterprise Projects are the means by which an enterprise business strategy is implemented Therefore the planning and management of the enterprise business is planning and management of the enterprise project portfolio The basis for effective project management is proper definition and description of what is or what is not to be included into the project This is usually called a project scope definition The project scope definition is implemented by subdividing the major project deliverables into smaller components that are easily manageable A good project scope definition is critical to a successful project management When there is poor scope definition final project costs can be expected to be higher User Manual Page 7 of 204 Agile Tea mi because of the inevitable changes which disrupt project rhythm cause rework increase project time and lower the productivity and morale of the workforce A standard result of the project scope definition is the Work Breakdown Structure WBS of the project The project WBS is a deliverable oriented grouping of project works that organizes and defines the total work scope of the project Each descending level represents an increasingly detailed definition of the project work You can think about WBS as being a basic project diagram that documents and describes all the works that must be done to complete the project The WBS forms the basis for costing scheduling and work respon
139. ltems Activities is ON Collapse to Workltems or Resources level GanttOptions used 2a iE Z E fs 4 2 E E Problems not shown Show EarlyStart LateFinish Time is OFF Use ExplorerColors is ON Show Structured Intervals for Grouping Nodes is ON Bracketed Style is OFF How to Spot Planning Problems Worklitem Activity node has no bar in Gantt Pane First of all check values in Start and Finish columns in Explorer If they are not empty you should simply scroll TimeBar of the Gantt Pane so that dates from these columns fall into current time period If they are empty check reasons from the list below Reasons why values in Start and Finish columns in Explorer for a node are empty and therefore this node has no Gantt bar Menu item Actions gt Planning was not called F2 Apply Selection button was not called if Auto Refresh is OFF Workltem Activity was not estimated Rest is not set Resource is not assigned to Workltem Activity Workltem is not included into any of WBS nodes in Resource Allocation Pane Se a oe Workltem is not scheduled due to some more prioritized tasks have all Resource time See values in the UnPlanned and Planned columns in Explorer Start End dates in Gantt bar are not what you expect Worklitem Activity may be scheduled only partially See value in the UnPlanned and Planned columns in Explorer Permissions and Role
140. m f For Phases f3 Group Allocation fa For explanation need AS empty Pr3 User Manual Page 163 of 204 Agile Tea mi When you first open a drop down Projects Worklitems tree you see only Project nodes no Workltems are included Under each Project node there is a fictive node lt Click here to view Worklitems gt _ amp lt Click here to view Workltems gt Vacation A a3 ah tj 23 For grouping problem i For Phases a cPr 3 WWW So click on it and it will change to a list of Workltems under this Project Select a Workltem and double click or press Enter key on it 43031 QQQQQ a 43032 WWW amp amp 43036 ddddd og 43053 T og 43075 Vac AD on 43076 Jud Me Vacation rs EveryOne try 3 43 For grouping problem is For Phases ia cPr2 H E WWW Include Done It is an option for Projects Workltems tree Done Worklitems are included into tree only if this option is set How to Choose WorkItem from Recently Opened WorkItems list button User Manual Page 164 of 204 Agile Tea mi 1e ET pe Open Locate Bring 4 WI 43094 DDD WI 43092 Qi WI 43097 a WI 43100 everyone WI 43051 W2 WI 43098 b WI 43032 WWW WI 43084 A WI 43085 A3 IO ICO INI I In Lf bo In Choose a Workitem from the list by clicking on it or using Enter key How to Choose WorklItem by Id Press
141. mi Old value 16 01 2009 17 54 16 01 2009 17 54 16 01 2009 17 54 12 01 2009 18 24 12 01 2009 18 24 12 01 2009 18 23 28 07 2008 17 47 28 07 2008 17 42 28 07 2008 17 41 28 07 2008 17 39 i 28 07 2008 17 36 26 11 2007 21 50 28 07 2005 17 06 27 07 2005 18 55 25 07 2005 12 14 11 04 2005 19 44 08 02 2005 19 28 09 02 2005 19 28 4 Project View Oleg Erjomin Oleg Erjomin Oleg Erjomin Eugene Udoviche Eugene Udoviche Eugene Udowiche Eugene Udowiche Eugene Udoviche Eugene Udoviche Eugene Udowiche Eugene Udowiche Eugene Udoviche Leo Jensen Victor Yukhtenko Oleg Erjomin Eugene Udoviche Eugene Udowiche Eugene Udoviche Parent Node Type Part Part Part Title Early Start Latest Finish Title Early Start WEBS Number Title Parent WEBS Number Manager Manager lt oet Inherited Val lt Set Inherited Agile Team amp Hel PDC 4 Group Agile Team 0 lt NOT USED gt HireSuocess Agile Team 16 07 2008 26 07 2008 Agile Teamm 15 07 2008 lt Not used gt Agile Team Oleg Erjomin PDC 1 Victor Yukhtenko Michael Paul Bra Project lt NOT USED gt HireSuccess i Agile Team 0 Agile Teamm 15 07 2008 31 12 2002 Agile Team lt Not Set 1 TrackDEB Victor Yukhtenk lt Not used gt Michael Paul Bi Victor Yukhtenk By selecting the Projects item in the Select View control of the Main toolbar you can open the Projects view The Projects view is a conve
142. mission on Project node failed BUG User has rights to create WI but he get warning like Yo Permission Deny does not work WI Dialog rises an exception for Version Done and Versio Dimension Permission wrong warning BUG Dimension permission User has such rights but still canne Project popup menu Renumber Subitems is not covered Should Agile Team show me the node names for nodes w Combination of Create WI and Edit WI permissions may Time Report permission is checked for CASES dimension v Permissions in Trees e your search terms by entering the string to be looked for e the fields to be included in search e the search type Search Type can be one of M r User Manual Page 151 of 204 Agile Tea mi Find any word combination with wildcards Find exact word and phrases Find all words and word forms The second and third options use the SQL Server Full Text Engine They work fast in contrast with the first option But these options are not available under SQL Server 2005 Express Edition The query string can contain logical operations AND OR AND NOT NEAR Use Filter It is possible optionally to apply a Filter to the Search result In this panel you can choose between using the current filter or selecting another one Use Selector Agile Team performs search operation on the Workltem set determined by the Selector You can choose between using either the Main or Local Selector Local
143. n contain the first level nodes with the names of companies involved into the enterprise activities The second level nodes can be names of departments in these companies Then sub Projects and even actual Workltems can be linked to the different departments in this Departments user defined Dimension Then it will be easy to select some department in this Dimension and see what sub projects are implemented by this department to see how much time is used by some department onto some project etc Planning Planning is a process of assigning resources order and time to the Workltems Planning in bigger Projects is a rather complex and time consuming work Even in the case when a Project is detailed estimated and persons have been assigned to the WorklItems it takes considerable time to create a plan and calculate estimated milestone dates And since software projects have a very dynamic nature it is constantly needed to update the plans User Manual Page 12 of 204 Agile Tea mi Software projects are a human activity the planning cannot be done like planning industrial processes but require communication with the people involved In a larger organization the job either becomes too complex or the organization accepts not doing optimal scheduling Scheduling needs to be a highly interactive activity with trials immediate GUI feedbacks and modifying the schedule but done in a way so the schedule will be automatically
144. ne or Inactive This column displays the Title of the Workltem to which a selected Activity belongs Workltems can be grouped in a Project Tree or Project List according to chosen grouping mode Total time for an Activity Time spent on an Activity Shows the WBS number of the Workitem to which the selected Activity belongs TimeReport Monthly View The TimeReport Monthly view is the most convenient tool to do Time Reporting for the whole month The TimeReport Monthly view is a table showing the Activities that are available for time reporting for a specific Resource during the whole month The person can simply activate the in place editor in some cell of this table to enter or modify a TimeReport User Manual Page 79 of 204 Agile Tea mi Oleg Erjomin Eri PDC ita Agile Team amp Helpdesk EY HelpDesk aE Agile Team tE Agile Team Product Business Plan 44020 Implementation f Documentation Implementation amp Agile Team vs Competitors 44023 Implementation f OnLine Help 44060 Analysis Public Web 44061 Analysis f Create Content 44062 Analysis l A Choose CMS 44063 Analysis B Icons for Agile Team 44064 Analysis fi Port Agile Team to SOL Server Express 44086 Implementation Pi Theare are some hard coded links in 44114 Implementation f y Speech HE PDCSPB Hidden Reports Day Sum 31 0 Day Norm 184 0 3 0 80 8 0 38 0 8 0 Balance 153 0 3 0 8 0 8 0 8 0
145. neral tab contain fields used to display and edit Resource properties Type Informational field that displays a Resource type Resource or Group ID Informational field that displays an internal Resource Identifier Can be used in the Query tool Database Login This field is used to set a database login for the Resource See Agile Team Logins for information about Login types used by Agile Team When the control is rolled up it displays the list of Database users and its logins User Manual Page 59 of 204 New Login Name Initials E Mail Obsolete Agile Tea mi PDCSPB rinaL User Name Aleksey Tchekmarev BB Carsten _Kehler_Holst DenisD POCSPB DenisD PDCSPB dimi POCSPBIDST pdcspb dybkjaer pdespb HRJ Entries corresponding to the logins that are Agile Team users already are disabled and have the User Name column filled You can choose between logins that are not assigned to the Agile Team users yet If you want to have the Resource without a login for example for a freelancer you can choose the lt NOT SET gt entry from this list Database Login This is set for new Resources by default Note that such Resources cannot log in the Agile Team interactively Press this button if you want to create a new database login See how to create new Database Login Full Name of the Resource Short or Nick name of the Resource It is used in the Workltem Explorer columns in order to save space Usu
146. nient tool for managing the portfolio of projects It is easy to handle projects hierarchy in the Project tree Simply drag and drop desired projects to a proper place Like other views the Project view contains two panes the Selector and the Data panes Columns in the Data pane can display almost any project properties If you wish to modify some property of a project you can simply click on the cell with this the property and change its value using data type specific in place editor Inherited values are marked with blue color User Manual Page 27 of 204 pe Agile Team Explorer server vsql8 pdc spb su database AgileTeam02 Num AllocTime cE Agile Team amp Helpdesk fi HelpDesk 2 6 HelpDesk A Idealist SEE Agile Team i Idealist B TechMeetings B Learning B Software Installatio BS User Support ProductVersion 3000 0 1 7 Agile Team HelpDesk HelpDesk HelpDesk Agile Team Agile Team Agile Tearm Release 2 Agile Agile Tearm Agile Team Agile Tearm Agile Team Agile Team Agile Tearm Phase 1 7 Stage II Agil Agile Tea m Properties Manager Oleg Erjomin Oleg Erjomin ve Oleg Erjomin M51 Agile Team OnGoing Agile T QnGoing Agile T OnGoing Agile T OnGoing Agile T OnGoing Agile T OnGoing Agile T Oleg Erjomin Oleg Erjomin Oleg Erjomin Oleg Erjomin Oleg Erjomin Oleg Erjomin Oleg Erjomin Oleg Erjomin Oleg Erjomin O
147. ns The following permissions are used for Workltems Create Edit Delete and Report Time There are three Roles predefined for WBS tree access permissions Upper Manager allowed only Read the properties of a selected Item and all Subltems User Manual Page 22 of 204 Agile Tea mi Project Manager has full set of permissions for a selected Item and all Subltems Team Member is allowed to Read the properties for selected projects and all Subltems and allowed to Create Edit and Delete Workltems and to Report Time Time Constraints This part of the Project Properties dialog allows to set parameters that are used for planning and to calculate budget time allocated for the project First Time Date Last Time Report Date 12 12 2005 01 02 2010 Budget Budget l Calculate Budget Time Remaining Time Inside Parent Sub Items Total Time Phase This field allows selecting the Phase for the Project Group Parent Earliest Start Shows the Earliest Start for parent Project User Manual Page 23 of 204 Earliest Start Parent Latest Finish Latest Finish First Time Report Date Last Time Report Date Budget Remaining Time Inside Parent Sub Items Total Time Description Tab Agile Tea mi Defines the date that planning subsystem takes into account as the starting date for Workltems scheduling If the Earliest Start is specified then Workltems within a selected Project will not be scheduled to s
148. nt User Manual Page 11 of 204 Agile Tea mi Parts Agile Team has a separate dimension called Parts which can be used to group Workltems in the architecture dimension for Projects For example for the Agile Team application itself it is useful to reflect whether a given Workitem concerns the Agile Team Installation program the Agile Team database which stores Workltems or the Agile Team Explorer window etc This gives a possibility to inspect which Workitems are being done on the given Part for example Installation across all sub Projects of the Agile Team Project Therefore the Part tree provides an alternative way to structure and inspect the plan Small projects normally do not use this feature But the Part tree can be introduced to a Project at any time when this Project becomes big enough to also use the Part dimension The Part tree nodes can be e Groups e Products e Parts Groups can unite some other sub Groups Products and Parts A Product can contain only Parts and a Part can contain only other Parts User defined Dimensions It is possible to create new hierarchic Dimensions and group Worklitems according to these hierarchies Examples can be Departments Areas countries and towns Customers etc For example two or may be more different departments can be concurrently involved in execution of a big project and it can be reasonable to create a special Dimension named say Departments It ca
149. om others users to Rename or to Delete Views Pressing the Import button you will get the dialog that handles the import of the Views View importing is a convenient tool for sharing useful Views among Users or for creating specialized Private and Public Views on the basis of the other person s Views User Manual Page 185 of 204 Agile Tea mi ieee Select View to Import From User Oleg Erjomin View My Open BUGS New Name My Open BUGS Make Imported View f Private t Public From User Here you can select a User whose View you are going to import If you choose lt Everyone gt node in this field then Public Views will be shown in View listbox If a certain Resource is selected then his her Private Views will be shown there Notice that only Private Views with Public Filters will be shown because it is not possible to refer to Private Filters of other users View This listbox displays a list of Public or Private Views depending on the choice made in From User field New Name Here you can enter a new name for the imported View Make Imported View Here you can set whether the imported View will be Private or Public Notice that in order to import Views as Public you should have Manage Public Views permission WorkItem Dialog and WorkItem Pane Layouts Workltem Dialog contains a lot of controls which are intended to satisfy many needs of a user But it is very often when some of the controls are not needed for
150. onality If you want to omit all warnings from Planning subsystem switch this User Manual Page 204 of 204
151. onthly view contain summary information by Days Weeks and for whole month at the Month column User Manual Page 83 of 204 Agile Tea mi Activity Time Days Title Mo 1 2 3 4 5 Week Week3 Week4 Week5 2 Business Plan 0 5 0 5 bil fl Documentation 9 0 80 BO 50 a0 TS H E HelpDesk 0 5 0 5 a EY Agile Team 1 0 1 0 B l Hidden Reports 7 Day Sum 31 0 80 80 7 0 8 0 Day Norm 184 0 8 0 8 0 8 0 40 0 40 0 40 0 40 0 z Balance 153 0 1 0 32 0 40 0 40 0 40 0 Accumulated 153 0 40 L40 10 33 0 730 113 0 153 0 48 Activities 7 a0 so 70 o oO 8 0 0 0 0 Day Sum Sum of hours reported for the given day or week for the Resource Notice that these values are repeated in the bottom Agile Team status line See the picture above So you always see the Day Sum information independent of the view scrolling Day Norm The expected number of hours to work at the given day for the selected Resource who is working under the selected Calendar Balance This row contains the zero value if the number of hours registered for a day equals to the Day Norm for the Resource determined by the assigned Calendar This row contains a positive value if more hours are registered for the day than Day Norm and a negative value if less Accumulated Cells of this row display the difference between the number of hours which should be worked out beginning from the start of the month according to the Calendar Day Norm and a number of hours that are really regis
152. operties of the Workltem selected at the Data pane All panes except of the Data and Gantt panes can be shown hidden or moved at any place at the Worklitem Explorer screen The Data pane is persistent The Gantt pane is rigidly bound to the right border of the Data pane and can only be shown or hidden but not moved User Manual Page 29 of 204 Agile Tea mi How to Show Hide Various WorkItem Explorer Panes In order to show or hide some panes of the Workltem Explorer use the View menu Pane Menu command Shortcut Selector View Selector Pane Selector Ctrl L Search View Selector Pane Search Ctrl F WI Pane View WI Pane Ctrl W Gantt Pane View Gantt Pane F10 Also in order to hide a pane you can use a small cross icon at the pane title bar Some panes like the Selector Search and WI panes can be hidden automatically when focus is lost This is controlled by a small pin icon at the pane s title bar To move the pane just drag it to the desired place while pressing and holding its title bar with the mouse During the dragging special icons will assist you to select the place where it is possible to move the pane pE Agile Team Explorer server vsql8 pdcaspb su database AgileTeam02 D a o E File Edit View Favorites Tools Actions Reports Help ii dh Search WorkItems Explorer a i Look for Find Now m M Pane Bi 7 SE i al pobio a els Time Rest es sede 115 2
153. or Guide Formats On line Help CHM Wiki PDF In contrast to Workltem dialog the Workltem pane can be opened only in one way i e using menu command View WI Pane Ctrl W Workltem which is selected in Data pane will be shown in WI pane Thus WI pane is useful to quickly inspect the Workltems while scrolling through Workltem list in Data pane User Manual Page 39 of 204 Agile Tea mi ieee Agile Team Explorer server vsql8 pdc spb su database Agileleam02 File Edit View Favorites Tools Actions Reports Help a ith Search a a My Favourite private Business Plan Documentation Agile Team vs Competitors EHSA s65BWBA I Bru Mode Plain Text Compare Agile Team vs main players on the market Agile Team Produc Both Workltem dialog and Worklitem pane are fully customizable and can have various layouts Usually Worklitem pane wi have simpler layout with several most used controls and Workltem will have richer layout to allow inspection and edit all Workltem properties See Workltem Dialog and Workltem Pane Layouts for detailed information about layout customization Here we will describe Workltem dialog using examples with predefined layout for BUGs This layout contains all possible controls Field controls are grouped in several tabs Controls can be freely moved from one tab to another User Manual Page 40 of 204 Agile Tea m i Workltem 43171 lt Edit Mode gt Paren
154. or example using the Parts hierarchy can make it possible to see all works being done on the Install Program across multiple User Manual Page 110 of 204 Agile Tea mi releases of a Project Parts can be used to structure where bugs are located The Part hierarchy is especially useful in large software products One of the utilizations of Parts is that Helpdesk Release Notes and Knowledge base articles that are generated from Agile Team are grouped by Parts Other dimension of software Project management models is Phases Each WBS node Project item or Worklitem can be linked to some Phase Phases are else one Dimensions Usually software Projects are divided into several Phases to improve Project management Each Phase groups some works of the project Usually each Phase is linked to completion of some important Project outputs It is possible to model various development cycles with Phases For example if developer team follows popular SCRUM methodology then Phases will correspond to Sprints Phases are significant for planning algorithm because it allows prioritizing Workltems by time periods In contrast with user defined Dimensions both Parts and Phases have fixed set of properties These properties can be inspected and edited either via specialized views or using Part or Phase Property dialogs Specific Menu Commands for Parts and Phases Operation Menu Command Shortcut Key Create New Part File New Part Ctrl Shift P Cre
155. orkltem by choosing Resource from the drop down tree External ID In this field you can type in any string value This External ID can be used to connect Workltem with other systems Created By This field displays the Resource who created the Workitem Creation Date Date of creation of the Workitem Require Comments for This option can have Required or Not Required values When Required is TimeReport specified then Agile Team will require short comment on each Time Report Changes in Estimates When a user changes an initially estimated Rest time for an Activity during time reporting Agile Team registers that changes in estimates occur User Manual Page 51 of 204 Agile Tea mi This will be flagged in the ManageNeeded column in Workltems Explorer and Changes in Estimates button will be enabled and colored red Manager can inspect changes and accept it using the dialog that will be shown by pressing of this button ieee Changes In Estimates Change in Estimate Comment Date of Change Made By Accept Changes Close Make Available for Time By default Activities which are not assigned to the Resource and onto Reporting which no TimeReport are asserted by the Resource are not seen in the TimeReport Monthly view for this Resource The Make Available for Time Reporting command enforces the TimeReport Monthly view to display all Active Activities from this Workltem even when they are not assigned to the Resource
156. ormat i e the format of the entity itself can be set to be as in Selector or can be one of the following Title Title Number Number Number Title Name Formats used in Selector are defined via Local User Options The sample of formatting of your choice will be shown immediately at the bottom of this page The latest page of the dialog defines what information will be shown in the ID Column of Workitem Explorer ieee Workltems Explorer View Settings General Numbers Format of Long Names Content of ID Column Entity Object Workitem Property to show in ID column WBSNo Title Set Default for all Entities Restore Curent for all Entities Agile Team allows substituting the content of ID Column for every Dimension for Workltems and for Activities By default this column displays the Object ID But you can override this setting and choose to display Entity s Title Number or combination of ID Title and Number View Organizing It is possible to organize Views under the View Current View Organize Views command User Manual Page 184 of 204 Agile Tea mi ieee Organize Views aj Private Views i For Inbox Test KB and Updates Filters This week done Vacations E Explorer Favorites Description Columns ID Title Status WEKind Used Total Rest Resource Workltem Here it is possible to see the properties of public and private Views and Agile Team Favorites to Import Views fr
157. ort dialog when Rest time has exceeded and it is required to give an explanation for time changing WE Edit Time Report 30 06 2009 Resource Total for Activity h Used for Activity h Comment For day h Rest fh Reason of changing Plan time is exeeded F Set Activity Done onal User Manual Page 48 of 204 Agile Tea mi Time Constraints Tab ieee Workltem 43171 lt View Mode gt Pese Parent Status 1D Priority tle Ti First Time Report Date Phase I Agile Team 7 Earliest Start Parent Earliest Start Earliest Start 052009 Yo Time constraints for Workltem are the same as for Projects Phase This field allows selecting the Phase for Workltem Earliest Start Defines the date that planning subsystem takes into account as the starting date for Workltems scheduling If Earliest Start is specified then Workitems within selected Project will not be scheduled to start before this date Latest Finish Latest Finish is not taken into account for the planning algorithm but if the calculated Finish is later than Latest Finish this field will be marked red in the Explorer and seen on the Gantt conflict areas First Time Report Date This read only field shows the calculated date for the first time report in the selected Workitem Last Time Report Date This read only field shows the calculated date for the last time report in the selected Workitem Additionally at this page yo
158. ows credentials to login to It is a recommended authentication method for most users because of its strong security 2 SQLServer authentication in this case you need to enter your login and password in the Login dialog This authentication method can be used for users that are not logged in the Windows domain For example remote users can use this method SQL Server authentication is less secure because user s login and password are transferred over network as a clear text Agile Team Login dialog is shown at the next picture WE Agile Team Login Login Info Use Windows NT authentication Use SQL Server authentication Login Password SOL Server alias i vegl pdc spb su SOL database Agile TeamO 2 Skip this dialog in the future Start with Auto Refresh tumed OFF Resource Property Dialog When you create a new Resource or edit properties for an existing one the Resource Property dialog is used It has small differences whether it is used for Resource or for Group User Manual Page 58 of 204 Agile Tea mi yp Resource Properties lt Read Only gt General Permissions Member of Type Resource Database Login NOT SET gt New Login Name lIrina Luneva Initials lIrinaL E Mail Obsolete Assigned Calendar lt default gt This dialog has three tabs General Permissions Member of The Group property dialog has the fourth Members tab additionally General Tab The Ge
159. per week for the Allocation Hours Hours to spend on this Allocation Reserve This flag works with non zero Load or Hours Even if there are not enough assigned Workltems in WBS node these Load or Hours hours will be subtracted from Resource available weekly working time Comment any text EnteredBy EnteredDate who made the last changes and when Enabled if unchecked this RAR does not participate in Planning ee t te iw Hans Olav Nymand RAP toolbar Used to create and delete records to move allocation up and down in priority to save or cancel changes Here you can also choose the Resource whose Allocations are observed How to Choose a Resource whose Allocations Are Observed vl Hans Olav Nymand 7 It can be done either in the Resources tree of the Selector or in the Resource Picker The check box on this picture defines which mechanism is used to select when it is checked the Resource Picker is used when unchecked use the Resources tree of the Selector Resource Allocation Pane E Hans Olav Nymand MI E Be e 42 Admin Group al 2 Agile Team z re Diadem jas P Hans_Dybkjaer Leo Jensen a Ella ll button defines whether to include Resource Group nodes into drop down tree of the Resource Picker How to Create a RAR e By means of toolbar button shortcut Insert An empty RAR is created with lowest priority User Manual Pa
160. plorer columns eS H ali a i er aa stat He e rafts Ste RTE amp 43036 ddddd 05 05 2009 06 05 2005 X 43054 done arm omm a rreme mo mee n am me m a e e RS ma nre Se rr S0 Ma y 14 gt ng 3 Completion bar visualize value of Explorer column Completion How to Activate the Gantt Pane To switch a Gantt Pane ON use Toolbar button or menu View gt Gantt Pane or F10 E Open Locate Brin SSow Hide Gantt Pane F10 s v Ye Activities 8 Hide Zero F Also you can select a View which has the Gantt Pane enabled since the Gantt Pane options are stored together with the view User Manual Page 131 of 204 Agile Tea mi amp Current View Summary X ID Predecessors Rest Columns Group By Project Workltem Filter lt NO FILTER gt Gantt View Ganttis Visible Format of Numbers and Names and other View Other Settings settings How to Zoom Gantt dates On the picture see DateScaler Area marked red Press left mouse button on the DateScaler Area and move mouse left to zoom in or right to zoom out It is in fact dragging in DateScaler Area Note there are 2 drag operations in the DateScaler Zoom Re scale and Scroll move You can choose which operation is performed with pressed Ctrl key in the Gantt Options dialog on the N u page Date Scaler Drag operation in Date Scaler wi
161. quals Resources who are Assigned to Activities in Workltem or el ae ue who have TimeReports on those Activities Inciuge belongs to Resource Assigned equals Resources who are Assigned to Activities in Workltem not equals to include belongs to Resource Planned equals Resources who planned to carry out the Worklitem not equals to User Manual Page 159 of 204 Property Relations Agile Tea mi Description include belongs to Resource Reported Rest Time Time Period Columns Time Report Date Total Time Used Time Version Appeared Version Done User Manual equals not equals to belongs to equals not equal to more than at least less than at most between equals not equal to more than at least less than at most between today on on or before on or after between yesterday in the last 7 days last week this week last month this month Equals not equal to more than at least less than at most between equals not equal to more than at least less than at most between equals not equal to belongs to more than at least less than at most between equals not equal to belongs to more than Resources who have TimeReports on the Activities in Workltem The sum of currently estimated remained times for all Activities of the Workltem The sum of Time Reports on all Time Period Columns that are defined in Workltem Explorer Date of any TimeReport made on Wor
162. r that has created it e A public Layout could be used by all users Each Agile Team has several predefined Layouts which are used in Workltem Dialog and Workltem Pane by default Predefined Layouts cannot be deleted nor changed Agile Team Layouts are associated with each Woklitem Kind and are applied to a Workltem depending on its Kind Set of Predefined Layouts includes Layouts for all Workltem Kinds In order to delete or rename public Layouts you should be an Agile Team administrator or have Manage Public Views and Layouts permission Predefined Layouts cannot be deleted or renamed User Manual Page 187 of 204 Agile Tea mi ieee Layout Management El Layouts l Public l Predefined WI Kind Bug WI Kind Issue E Agile Team Layout Simple l Private E John Smith Layout Import of Layouts Ones finding it necessary to use a private Layout designed by another user you may import it by using Layout Import dialog which is run by Import button I Layout Import El Import from Resource Oleg Erjomin Layouts New Scope Private John Smith Layout In the Layout Import dialog you should define the Resource which Layout you are going to import of and the private Layout for import Besides you can define the scope of the imported Layout Public or User Manual Page 188 of 204 Agile Tea mi Private and the new name of the Layout If new scope and new name will not be defined the imported
163. re Implementation was already done is dropped onto a Version node then the following dialog appears User Manual Page 96 of 204 Agile Tea m pa ile f tel i D yemen z i DBEI7MI pE Agile Team Explorer server vsql8 pdc spb su tabase TrackDEL M P File Edit View Favorites Tools Actions Reports Help A Search BLS i My Favourite private EN Pr ide aaa Look for Find Now i _Rybak Test dont touch H Agile Team H A Dictus Workitem 43171 Ei HelpDesk a 2 3 Set new Version in VersionDone a 2 4 d d 25 Add extra Version to VersionDone E A Test For Leo Sara Spb Vip Solutions Test Product E Main Branch H Cmhan Branch Selected E Sample Project 0 2 Agile Team Agile Team ES ea e em When you check the Set new Version radio button the Version Done for the Workitem will be changed to the new Version When you select Add extra Version the new Version will be added to the Workltem However remember that both specified Version numbers must be in separate Branches of the product and not on the same path from root to the leaf Version Columns in the WorkItem Explorer The Worklitem Explorer can show two version columns VersionAppear and VersionDone User Manual Page 97 of 204 TM Agile Team WE Agile Team Explorer server vsql8 pdc spb su el AgileTearo WW File Edit View Favorites Tools Actions Reports Help
164. reate to modify and or to delete any public View and Workltem dialog pane Layouts Manage Reports Allows to organize Reports and set permissions on Reports Manage Resources Permits all operations on Resource management including creating modifying and deleting Resources and Groups setting Groups members etc Note that Resource managers do not have rights to create new Agile Team logins They can use only existing ones Notice for SQL Server Administrators Three of Agile Team Global Permissions require special rights at SQL Server Agile Team and SQL Server security roles mapping is handled by Agile Team But if for some reason specific SQL Server rights were denied for Agile Team roles listed in the table below you can experience some errors In this case you need to check proper SQL Servers security settings and restore required ones Agile Team Permission SQL Server Security Roles Administer Server Role securityadmin Database Role db owner Manage Resource Database Roles db accessadmin db securityadmin Special Rights ALTER ANY LOGIN WITH GRANT OPTION Manage Dimensions Database Role DimAdmin This role is granted to create and alter any tables User Manual Page 146 of 204 Agile Tea mi Permissions for Dimensions Access Agile Team Dimension trees resemble File System of popular Operating Systems like Windows or Linux Indeed you can think about Projects as about Folders and about Workltems as about Files No wonder
165. rouped at several tab pages of the following dialog User Manual Page 194 of 204 Agile Tea mi ieee Local User Options F Skip Login Dialog while Startup Skip Welcome Page while Startup Skip System Date Was Changed message Startup Page Startup page determines whether to skip some dialogs and messages during Agile Team startup It is convenient to skip Login dialog if you are working with one and only Agile Team database Anyway even if you set to skip Login dialog you can show it at startup running Agile Team with r option Agile Team installer adds proper shortcut to the system Programs start menu Dimensions Page ie Local User Options Visible Format of Node Names Countries D Departments D Dimension 1 This page allows you to set the Visibility and Node Names Format for Dimensions User Manual Page 195 of 204 Agile Tea mi For WBS and Version Dimensions it is possible to choose Node Names Formatting from Title Number Number Title Title Number Visible flag at this page doesn t mean that given Dimension is shown hidden as a tree in the Selector this can be ruled in the Selector page of this dialog it means that given Dimension is visible available at all the corresponded View exists for this Dimension and a column in the Workitem Explorer View You can change Visibility only for user defined Dimensions Originator Management Tab User Responce Prompt Originator Management
166. rouping by at least one field is used In most cases you will prefer to think about Projects as a list of Workltems rather than a list of Activities Thus at least the grouping by Workitems is used When Grouping is used her you can hide show Activities any time by pressing F4 hotkey or with menu command View Activities Grouping The Agile Team Workltems Explorer view has the possibility to group Worklitems using any of the Columns in the Properties and Dimensions bands It is possible to select several levels of groupings Fhe An interesting thing about grouping is that the Time columns and WI Count are summed for each level of grouping For example this can give a quick overview of how much work is assigned to each person in the team how much work there are in each sub Project how much work there are for each Priority Level etc Each lower level in the tree gets a slightly different color User Manual Page 36 of 204 Agile Tea mi _ Sa ieee Agile Team Explorer server VSQL8 pdc spb su database AgileTeam02 File Edit View Favorites Tools Actions Reports Help WiPane 4H S g all public 7 la aii a eat ill 2 L20k fr nn ERE Selector Panel Ic Don t Group By This Field Bi p Cancel All Grouping Ez PDC G A Agile Team amp Helpdesk H E HelpDesk ad ail Collapse This Group HS G In Analysis 4 Agile Team Product Po bA 44022 ma i DA 44026 Create Administrati
167. rpose Confirmation Threshold for number This option allows limiting the number of not saved Time Reports When this of not saved value is reached Agile Team will bring the warning message TimeReports Explorer View Page Local User Options _ lol x Startup User Responce Prompt Miscellaneous Dimensions Originator Management Selector Explorer View ioe Management Needed Warnings TimeReport Views The State of Grouping Nodes when applying a View Collapsed C Expanded Intelligent try to preserve previous state Collapsed if Not Defined Cancel ve Now it contains only one option The State of Grouping Nodes when applying a View Collapsed and Expanded values speak by themselves Intelligent means If a similar grouping node existed before applying a new View then its previous collapsed expanded state is preserved For Intelligent choice there exists additional checkbox Collapsed if Not Defined It controls the state of nodes whose state was not saved The default is Expanded and Collapsed if Not Defined not set User Manual Page 201 of 204 Agile Tea mi Management Needed Warnings Page Local User Options Startup User Responce Prompt Miscellaneous Dimensions Originator Management Selector ER ie pianagement sees ange ee TimeReport TEE M Visualize Management Needed Warnings in Explorer Row Indicator F Visualize Management Needed Warnin
168. rsion 12 0 6504 0 Copyright 2006 Microsoft Corporation All rights r Size 398 KB Date modified 4 77 2009 3 35 4M Language Language Meutral Remove Properties and Personal Information The four integers are commonly referred to as lt Major gt lt Minor gt lt Build gt lt Revision gt Deciding on Version Numbers Compatibility Levels You are free to use whatever version numbering you d like as you release new versions However it is useful for your product to establish standards for choosing new version numbers Here is one standard that Microsoft suggests User Manual Page 85 of 204 Agile Tea mi e Anew major or minor part indicates that the new version is incompatible with the old one For example the version 2 0 0 0 should be incompatible with the version 1 1 2 5 You should change major version numbers whenever you introduce an incompatibility into your code e Anew build part indicates probable compatibility Typically you should change minor version numbers when you introduce a service pack or a minor upgrade For example the version 1 8 0 0 is probably compatible with the version 1 7 0 0 e Anew revision part indicates a QFE Quick Fix Engineering release that is compatible with the previous version and that should be installed For example the version 1 6 5 13 might be a mandatory bug fix upgrade to the version 1 6 5 12 In addition to a version numbering strategy it is a good idea to develop a strate
169. s Permissions system of Agile Team is developed to fulfill the following main objectives User Manual Page 144 of 204 Agile Tea mi Ensure system integrity by means of providing controlled access to critical system data only for authorized persons Provide administrators and managers with easy to use tools for controlling access to Projects Phases Parts and other Dimensions Provide all users exactly with information they need limiting access to other information in order to safeguard information from unauthorized access by mistake or intentional evil Permissions system of Agile Team defines permissions of the following two groups 1 Permissions for Global Operations that ensure the system integrity 2 Permissions for access data in various Dimensions Permissions for Global Operations Permissions for Global Operations govern the strict access to critical data Damaging of this data can break the system integrity In order to manage Permissions for Global Operations choose menu command Tools Global Permissions Settings Only persons who had rights to Administer are allowed to execute this command If you have such rights Agile Team will show the following dialog window ie Global Security Settings Authorized Users Administer Admin Group Oleg Erjomin Leo Jensen dbo Change Global Settings Admin Group Change LockDate Staff team Manage Calendars Admin Group Manage Dimensions Leo Jensen
170. s Project with the specified WBS number will have sub WBS numbers below this project WBS number like this WES Number 450 1 pe Here 458 is a parent Project WBS number and 458 1 is a child Project WBS number That is WBS numbers have hierarchical structure This option is checked ON if the Project uses WBS Numbering This field indicates that all child nodes are Done or some of them are Not Done This state is automatically calculated based on states of all Worklitems in this Project node and all sub nodes This tab contains common but less significant properties of the Project node User Manual Page 19 of 204 ieee Project Properties Agile Tea mi ID 44019 Require Comments i for TimeReports Sy Not Reguired a Manager External ID Layouts osson aoee OOOO E W Dialog Layo Q Project Properties Explanation for Ganang O ID Require Comment for TimeReports Manager External ID Layouts A unique identifier of the Project node This is an informational field only This option can have Required or Not Required values When Required is specified then Agile Team will require a short comment on each Time Report This field is used to register who is the manager of a Project In this field you can type in any string value This External ID can be used to connect WBS items Project nodes and Workltems in Agile Team with other systems for example when exporting Time Reports into a
171. s say Projects or Parts is handled using the following page User Manual Page 182 of 204 Agile Tea mi ieee Workltems Explorer View Settings Normal GrandParent Parent Child Reverse Child Parent GrandParent Mixed Child GrandParent Parent None Pathos not shown Dimension WBSltems lf Show Project Number in WES Number Path Formatting Name Formatting Mixed As in Selector Sample E Grand Parent Will be shown as Child 55 GrandParent Parent Agile Team offers for type of formatting Normal This is format similar to used by Windows for File Path The path begins with the Root and ends with the given entity All path elements are separated with slash character Reverse The same as above but path elements are in the reverse order Mixed Using this format the full path starts with entity name itself followed with the path to that entity from the tree Root enclosed in the brackets None In this case the path to the entity is omitted Agile Team allows setting Long Names Formatting for every Dimension separately As for WBS Dimension it is possible optionally specify whether to Show Project Number for WBS number If this checkbox is turned OFF then first element for WBS number will be omitted User Manual Page 183 of 204 Agile Tea mi Formatting for Path and Names are defined separately Path formatting is chosen from one of four possible formats described above Name F
172. s there should not be more time spent on the Project than it was agreed upon Without Time Reporting it is difficult to keep track of Projects and without Time Reporting it is difficult to follow up and improve for future Projects Planning facility uses Time Reports for calculations of the time rest for each activity Time Reporting are normally done from the TimeReport Daily or TimeReport Monthly views but it is also possible to open the Workltem dialog and report time therein the Time Reports tab User Manual Page 70 of 204 Agile Tea mi In Agile Team Resources are assigned to Activities Before implementation of Activities starts approximate time for these implementations should be estimated and time is reported namely on Activities When doing time reporting it is possible to give a comment for each Time Report The Comment field can give a further description of the work onto which the time is reported When time is reported the Rest time is automatically decreased to adjust the Total time and the Used time values If the planned Rest time occurs too small to implement all needed works then a new bigger Rest time value should be entered Permissions for Report Time Not all Resources can report time on every Activity There is a special permission Report time that allows a specific Resource to report time on Workitems that belong to a Project with this permission set ON See Permissions for Dimension Access Project
173. s Tools New F Open Page Setup Print Preview Print Ctrl P Print Gantt Export Send To gt Send Explorer State Link To Properties DEE Recent WorkItems Exit Page Setup dialog Page Setup calls a standard Windows Page Setup dialog Note Page Settings are saved restored separately for each kind of View i e Explorer Daily Monthly etc Print and Print Preview Print and Print Preview both call Customize Print dialog where you can set various properties 1 Report Title its position and Font 2 Header and Footer their position and Font 3 Set Properties of document content some fields can be optionally included excluded User Manual Page 166 of 204 Agile Tea mi een 2 Customize Print View properties Application Agile Team Explorer ss s S Server DB 192 168 0 4 TrackDB17LL a View Type Workltems Explorer ViewName Phases grouping problem Ss Info Group by Project Workltem Filter lt NOFILTER gt Report Properties Report Title Report Title Advanced Document Header and Footer A Owner User Name sts EEES C mmm D beme D EEF E F gg Set Default Page Fage of Pages 4 Advanced Content Properties TreeList Print Options You may do further customization in the Preview dialog Cancel Updates Cancel Print 4b Report Title Advanced button in Report Properties calls a d
174. s done something like Source or Work In Agile Team it is assumed that versions can be seen as an ordered tree where versions with higher numbers are based on the source code of versions with lower numbers Version Constraints Enforced in Agile Team e tis not allowed to have the same version number twice for a product This will be checked across all branches for the product A zero for a number is treated bigger than a blank e The four integer version number for a version node must be bigger than the four integer version number for the previous version node in the tree within a branch But this rule is not applicable to the version nodes that belong to different product branches e A Workitem cannot have the Version property set to two versions that are placed in the same path from the root to the leaf of the Version tree for a product e The Property VersionAppeared must come before and be placed in the same path as each of the versions specified in the VersionDone property e A Branch or a Version node cannot be deleted if any Project nodes or Workltems refer to it Version Dimension The version support in Agile Team is implemented around the Version dimension which is a tree that stores the branches and versions for a product The first level in the Version tree corresponds to products In the picture below they are Agile Team HelpDesk Sara VIP etc The second level of the Version tree represents the
175. sibility At the highest level of the project WBS is the Project itself Intermediate levels of the project WBS are sub projects And at the lowest level are Worklitems Workltems are the main entities in Agile Team Usually a Workltem is a minimal separate element of work which should be performed during execution of the project Each Workltem represents some job that must be done Each Workltem has a description time estimations and persons Resources that should perform the job Workltems can normally be called tasks Each Workitem consists of several activities like e Analysis e Implementation e Documentation e Testing e etc Projects A Project is a set of activities which should be executed to reach the Project goal Projects are the main entity of project management Each Project usually has a budget Sometimes there is a contract for a Project A Project is the basis of periodic reporting planning etc Usually a person is assigned to be the manager of a Project and there is a set of persons assigned to perform the activities in the Project Agile Team handles Projects and Workltems as one big tree which can organize Projects in groups and divide Projects into sub Projects Projects and sub Projects are handled equally and have the same properties Each Project in Agile Team has its name a description and some associated Workltems A Project can have an explicitly assigned manager or will inherit the manager from the
176. sing this page you can tune up the behavior of TimeReport Views Color Scheme for TimeReport Views Light input fields and dark background Color Scheme for TimeReport Views C Light input fields Dark input fields Threshold for number of not saved TimeReports Show Message when Threshold is reached l6 Agile Tea mi There are two color schemes defined for TimeReport Views User Manual Page 199 of 204 Days to look back for Include with Time Reports Auto Save Action on Enter in Editor for Monthly View Ask for User Agile Tea mi ie Agile Team Explorer server vsql8 pdc spb su database AgileTeam02 File Edit View Favorites Tools Actions Reports Help i July 2009 J EE Projects Tree Title Done Week Week 13 14 15 16 f OnGoing Planning Analysis 2 E OnGoing Update Agile Team public w f Testing 1 7 7 E9 It is not allowed to grant to themself When a Resource is selected WI Expl f User expects that Filter ActiveAndAs Conversion from RTF to MS Word by E Misspeling in Predefined Layout A Context menu for a Version node sup Password for SQL Authentication of D A Layout problems in in Dimension Mana 23 0 noo oo0000o8 56 Activities wn Dark input fields and light background ieee Agile Tearm Explorer server vsql8 pdc spb su dat
177. sroup Permissions Allow Create Subltems Change Permissions Workltem Permissions The Permissions tab page contains a list of Resources or Groups that have some permission granted on selected Item and a Control Panel for editing the Permission You can Add or Remove any Resource form the List When Resource is removed from this list then all permissions on selected item are revoked from this Resource Permissions for selected Resource are displayed in the Control Panel For each of Permission the Control Panel has three checkboxes Allow Deny and Effective Remember that Effective Permission is the combination of Allow and Deny flags User Manual Page 149 of 204 TM Agile Team EP Allow AND NOT Deny Effective checkbox is always disabled because it only shows the result of Effective permission calculation If Allow or Deny checkboxes are disabled this means that its values are inherited from the parent Deny flag takes precedence over Allow flag Therefore if Deny flag is set to ON for parent Item it cannot be overridden in child Item by Allow flag Roles There are three Roles defined in Agile Team for easier designation of access permissions on WBS Items Upper Manager Usually Upper Manager needs only to review project So only Read permission is granted to this person Project Manager Project Managers need full rights on their projects So the full set of permissions is granted to Projec
178. t Bars that show whole period Jae GalinaT Galina Tchek 8 430 Vac GC LAL Elena Lisenen 2 WorkItems 06 05 2009 06 05 2009 06 05 2009 07 05 2009 07 05 2009 07 05 2009 22 05 2009 22 05 2009 22 05 2009 20 05 2009 20 05 2009 20 05 2009 imple impi When Show Structured Intervals for Grouping Nodes is ON Gantt Bar for grouping node shows the whole period as a transparent and colored structure iae GalinaT Galina Tchek 3 430 Vac GC MAL Elena Lisenen 2 WorkItems User Manual 06 05 2009 06 05 2009 06 05 2009 07 05 2009 07 05 2009 07 05 2009 22 05 2009 22 05 2009 22 05 2009 20 05 2009 20 05 2009 20 05 2009 43073 Va GC mne S Page 138 of 204 Agile Tea mi Same but collapsed SSS Entity ST Properties SI ay 3 4 2002 a ip Title Start Finish rs rea ra a os Hato ToT lt NOT SET gt 1 amp GalinaT Galina Tchek 06 05 2009 22 05 2009 1 GalinaTchekmareval fC 8430 vasc 06 05 2009 22 05 2009 1 pove TTT au Elena Lisenen 07 05 2009 20 05 2009 Epa tisenenkora J O 3 430 Vacation LL 07 05 2009 20 05 2009 43940 Vacation LL See also paragraph Gantt View samples Vacation View Draw Predecessor Links button Draw Predecessor Links is ON P Use Magnifying Glass button ao Magnifying Glass is OFF wy Magnifying Glass is ON Middle columns are wide E
179. t Managers Read Edit Delete Create Subltems Change Permissions Create Workltems Edit Workltems Delete Worklitems and Report Time Team Member Team Members are allowed to Read Project properties and list all child WBS Items and have full rights for access to Workitems Permissions granted to Team Members include Read Create Workitems Edit Worklitems Delete Workltems and Report Time In order to assign the Role to the selected Resource just click at the corresponded button at Permissions tab of Project Property Dialog Search and Filtering Agile Team offers various tools of search and information selection These tools include Selector Allows setting constraints according to which Workltems are selected These constraints are intersection of all Dimensions Search Tool Full text search tool that provides searching for Workltems by all textual fields Filter Filters are used to specify more advanced filtering conditions than the Selector offers Filters and the Selector form the final conditions for selecting Workltems Worklitem Browser Tool A simple tool to pick out and manipulate Worklitems Search for WorkItems The Search tool in Agile Team allows selecting Workltems through the full text search on the contents of such fields as Title or Description User Manual Page 150 of 204 The Search Tool is invoked by e pressing the Search button at the Main toolbar Agile Tea m e using the View Selector Pane S
180. t Priority Status O am Sample Project OE ae al TEE Tite Version _ os Error A Example Exists In PHSERO s5BB I BIVT A Mode MS Word General Fields ID Unique identifier of the Workltem Kind Worklitem Kind Kinds of Workitem are Bug Task Issue Question and Note Parent Parent WBS Item Priority Workitem priority level from 1 to 9 Status Status of the Workltem It can be one of the following Entered InAnalysis Analyzed InProgress InReview Pending Obsolete Closed Done or Inactive Title Worklitem Title up to 255 characters Descriptions Tab Workltem can contain a number of Descriptions Descriptions are documents that outline various aspects of Workitem Agile Team provides the following description set User Manual Page 41 of 204 Agile Tea mi Description Description of the Workltem what is a problem what work should be done etc If the Workitem is created ferm from Helpdesk system then this field will contain hyperlink to appropriate Helpdesk s issue Original Description Usually contains the description of a problem like it was get from originator by e Mail from Helpdesk or from another sources Analysis Comment The result of the analysis of a problem It can include investigations of which works are required to implement the Workitem understanding how these works should be done estimation of approximate times required to accomplish these works Implementation Comment How th
181. t this version has been released Public versions will appear at Helpdesk or Knowledgebase web This column allows inspecting or modifying the date when the version was finished It is the Finish date for Closed Versions and Release date for Public Versions Optional Title of a version for example RC1 Alpha Beta etc The type of selected item Product Branch or Version Version Number See Software Version Numbering The Versions dimension is placed at a separate tab of the Explorer Selector panel along with other dimensions such as Parts Phases Resources and so on User Manual Page 89 of 204 Agile Tea mi ts 4 Resources Phases i Versions pE lt Set inherited value gt A lt NOT USED H cae Agile Team H Agile TeamRu E Dictus H a Dictus a oa 2 J E 2 6 4 Maintenance Release 5 2 6 4 1 Quick Fres aa Sara H a Spb Vip Solutions E a Trans Editor og VIP The following Version Tree operations are available Operation Menu Command Shortcut Key Context menu Create New Product File New Product Ctrl Shift D Add Subltem Ctrl N Create New Branch File New Branch Ctrl Shift B Add Subltem Ctrl N Create New Version File New Version Ctrl Shift V Add Subltem Ctrl N Delete Item Edit Delete Del Delete Item Move Item Up Edit Move Item Up Alt Up Move Item Up Move Item Down Edit Move Item Down Alt Down Move Item Down Edit Properties File Properties Enter Properties Working wit
182. tart before this date Shows Latest Finish for parent Project Latest Finish is not taken into account for the planning algorithm but if the calculated Earliest Start is later than the Latest Finish this field will be marked red in the Explorer and seen on the Gantt conflict areas This read only field shows the calculated date for the first time report in the selected Project Group This read only field shows the calculated date for the last time report in the selected Project Group By the Budget option it is possible to specify how many hours can be spent in Time Reports of the Project The Budget option can be used to specify Time Boxes or handle top down planning in contrary to the Total Used and Rest time fields which is summed up in a kind of bottom up project management The fact that time spent for a project fits budget time can be shown using WI Explorer grouping by project If time reported on Workitems in a project exceeds Budget Time onto this project then times reported onto this project will be displayed in red Button Calculate Budget Time helps to set up proper value for this field Calculations are based on budget estimated and spent time for child nodes and for parent node The Description field can contain the full description of a Project node for example goals used tools etc User Manual Page 24 of 204 Agile Tea mi ieee Project Properties ail EHSAN B Z U A E Mode RTF
183. ted It prepares the Microsoft Word document that can be edited and printed further Copy Copies onto the clipboard a short Workltem description in the following format Workltem ID Title For example Workltem 43171 Example BUG Mail This command activates your default mailing program with the message prepared as shown in the picture below User Manual Page 55 of 204 OK Cancel Apply Agile Tea mi Wom DE Workltem 43171 Example BUG e Eh o amp Eu r4 Message Insert Options Format Text Developer 7 This message has not been sent Subject Workltem 43171 Example BUG Attached S wa 43171 tdb 4 KB trackdb vsql18 pdc spb su TrackDBi 7M WorkItem 43171 Subject will be ID and Title of the Worklitem Attachment will contain the shortcut to the Workltem Your addressee can open it simply by opening this attachment Message Body will contain URL to Workltem This URL can be copied to the browser address bar sent by e mail etc Closes the Worklitem and saves it into the database Closes the Workltem rejecting all changes which have been done after the last saving in the database operation Workltem can be saved manually with the Apply button or automatically Automatic saving is performed by Agile Team s concurrency control system CCS according to the time period which is set with the Lock Interval global constant Attention The automatic saving operation has the following effect
184. tem Move Item Up File Edit Move Item Up Alt Up Move Item Up Move Item Down File Edit Move Item Down Alt Down Move Item Down Edit Project Properties File Properties Enter Properties Renew WBS numbers Edit Renumber Subitems Renumber Subltems Project Properties Dialog When you are creating a new Project or changing an existing one the Project Properties dialog is used This dialog is invoked by double clicking on the node or simply by pressing Enter when the node is selected Also it can be opened with the Properties commands from the context menu for a Project node and from the Edit menu User Manual Page 17 of 204 Agile Tea mi Projects can have a large number of properties These properties are arranged in several tabs General Tab In this tab you can inspect set general properties of the Project node ieee Project Properties Title Agile Team Product Type Active State Branch Obsolete No Some children are not Done Parent This is a Parent WBS node in the Project Tree This name consists of two parts Text before brackets is the name of the Parent node itself and text in the brackets is the path to the parent node form the Project tree root You can change the parent node using drop down tree control at this tab Title Each node in the Project tree should have the title that is unique in the current tree branch The title can be up to 255 characters long Type You can switch the node type from the Proj
185. tered beginning from the start of the month according to the total sum of Day Sum Version Management Software is developed in versions New features and bug fixes appear in a given version but a version might also introduce new bugs When a software version is sent out to the customers we speak about a release of the software Agile Team has a separate Version dimension that represents version numbers of the software releases Workltems can be linked to the Version dimension The version management in Agile Team can assist the software developing process in the following areas e Maintaining a history of releases what did we release in the past e Planning of releases what will we solve in each release User Manual Page 84 of 204 Agile Tea mi e Control over Bugs when did they appear when are they fixed e Generation of Release Notes what is done from one version to another e Generation of Knowledge Base what problems are known in a given version Software Version Numbering Both Linux and Microsoft Windows have a standard of using four integers to identify a given version of the software like 2 4 1 15 The product version number can be stored in the Windows version resource 2 WINWORD EXE Properties x Cormpatibilt Digital Signatures Details Property Value Description File description Microsoft Office Word Type Application File version Product name 200 Microsoft Office system Product ve
186. th pressed Ctrl key See also Start Time and Stop Time controls in Gantt Options dialog Tab Misc KE ANI BA jay PON aa aaa ee O Bt 714814 0901949919314 95 BOT ARARE ToT a aA a ae a et f ZLI Lt You can temporary zoom in a part of Gantt to view small details To do this use the tool Magnifying Glass Use Magnifying Glass button i User Manual Page 132 of 204 Agile Tea mi How to Scroll Gantt dates Use scroll buttons marked red on the picture or execute dragging in DateScaler Area with pressed Ctrl key Note there are 2 drag operations in the DateScaler Zoom Re scale and Scroll move You can choose which operation is performed with pressed Ctrl key in the Gantt Options dialog on the N u page Date Scaler Drag operation in Date Scaler with pressed Ctrl key See also Start Time and Stop Time controls in Gantt Options dialog Tab Misc Popup Menu L1 jul 2 44 2000 Ka i b i ky B3laAals A Al7 gl gl inldii 12l 13l14 iti Dro vb E 2 vk Scroll and soon to see TimeBars if needed Scroll and m to see TimeBars exactly Node Properties Scroll and Zoom if needed won t do any changes with Date Scaler if all TimeBars for a node are visible KE l 1414 7009 iz User Manual Page 133 of 204 il TM Agile Team Scroll and Zoom exactly will scroll and zoom Date Scaler so that all
187. the Active state Activities that are made available for time reporting Activities that were previously reported by a selected Resource for a selected time period day or month For example look at the Workltem 44114 at the picture below Only the Implementation activity will be included in the Time Report Daily view ID Kind Parent Tite Used Estimated Rest Total Ses Eon J w a oe Re oseon e OOO I on foo oseon e OOO on oo ars e B oe Bo varao e Of obo Active State Allocated Time User Manual Page 72 of 204 Agile Tea mi The Analysis activity is not included because it has the Done state The Documentation and Testing activities are not included because they are not activated yet The Review activity is not included because it is assigned to another Resource How to Make Activity to be Available for Time Reporting Often there is a need to allow some user to report time on Activities that are not assigned to him her This can be done in two ways 1 Select the Workltem which you wish to be available for Time Reporting Choose the Make Available for Time Reporting command from the context menu 2 Enter the Workitem ID in the dialog window that appears on the Actions Make Worklitem available for Time Reporting by ID menu command In the dialog shown at the picture below you need to select which Activities will be brought in Time Report view ie Available Activities Choose Activities
188. the list at the first page of this dialog for this user Project WorkItems Report Agile Team offers a convenient tool that allows you to generate Microsoft Word Document from selected Workitems In order to do it just select some Workltems in Workltem Explorer and choose menu command Reports Project Worklitems filtered The parameters for generated documents are controlled using the following dialog User Manual Page 173 of 204 Agile Tea mi eee PETER e Word dor Select WI properties to generate MS Word document 1D Title and Description only Check each property independently Management Comment Analysis Comment Documentation Comment Testing Comment Activities Generate MS Word document for 5 Workltems The example of generated document is shown below Agile Team Properties of Workltem List Refactoring ofclasses system lD Created Kin Originator Status External ID 4 4997 aepo Taa a EUERE O l aane o Maar 62008 Task 4 Udovichenko The existing cBLogic class actually Data Access Layer is not an independent layer butis fully linked with many Agile Team classes It is neededto continue the separation of the layers In order to make Agile Team application module oriented itis needed continue moving of classes to a Separate project Core User Manual Page 174 of 204 Agile Tea mi Workspace Customization Agile Team offers a full suite o
189. ting sssesesssesresessrrsssereesrrrssrreresrreessreresererssrereserereseere 72 TimeReport Daily VIEW cscsesisissanenenr erare SE 76 TUNERE DOIG MON AN VION oina T E 79 Vo IOI PVN A A SIMS E a E E E E 84 Software Version NUMDELING ccccccsssccccessececceseccccescceceusececceececseusceeeeesecessugeceseeneeeeseuaecessuaecetsenes 85 SOE COUE BraS earna E AE 86 Version Constraints Enforced in Agile Team essssssesesessesesrresssreresrrressreresrrressrereserresrrrresrereserereseerese 87 voon DINEM Oee E E eee ee 87 Connecting Workltems to Versions cccccesseccccesseccccesececeeeccceeueccecausececeunecesceneceesseecessunecessenecetseees 94 WETS ONF EPS eeen E E E E 98 How to Manage Version Handling for a TeaM ccscccccssseccccssececcenscceeeesececeeeceeeenseeeseusecetsugeceesenes 101 Working with DIMENSIONS wccccisncsaecisecoasnesordavcnsesasucasoedduetslersanaaveesqnundessntsageeliveddedeabsavandanesdecseeuanesteehsereats 102 Dimension Management essessessessessessessessersrrsersrrsresrrsrrsresersresrrorreseorrorroreeseesessesseeseeseeseeseeseese 102 DIMENSION WCW e A E cea ate adeaceseateoncteesucteccenmesseeeonetann 106 Dimension Item Property Dialog osesssseeeesreesssrrrssrrrrssrrressrerssrrressreresrereserersserresereresrereserereserreesne 107 Predefined Dimensions Parts and PHaSeS ccssssssseccceccecsesseeeccceeeseeesseeececeesseuauseeeceeeessuauaeeseseess 110 Connecting WBS Items to DIM
190. ting One In order to enter a new Time Report just select the proper Activity and enter the amount of hours spent on this activity in the Hours column If the time you have entered exceeds the Rest time for a selected Activity and the field Explanation for Time Changing is set to Required for the Project which Workltem belongs to then you will be asked to enter the explanations in the dialog shown below The spent time ExCEEi i Enter the reason for change and anew Rest value The reason for time changing New Rest estimate h You can add a short comment to the Time Report Simply type the comment text in the Comment column for the selected Activity Press Enter You can easily change the rest time for the selected Activity using TimeReport Daily view Enter a new Rest value in appropriate column for the selected Activity If the field Explanation for Time Changing is set to Required for the Project which Workltem it belongs to then you will be asked to enter explanations in the dialog shown below User Manual Page 77 of 204 Agile Tea mi Enter the reason for change The reason for time changing And finally you can set the selected Activity Done Just check the box in the column Done for this activity If you want to change other properties of an Activity or a Workltem just double click on the Daily View row and Agile Team will show the Workitem dialog for the selected Worklitem TimeReport Daily View Columns
191. tivities For example there might be a Bug which first requires Analysis of the bug before the required work can be estimated and then there might be Implementation coding Documentation Testing creation of an entry in a product Knowledge Base on the WEB and a final Review For some Worklitems such as bugs and changes to a base lined plan it is convenient to handle them as a set of Activities and manage these Activities together as one Workltem For other tasks each Workltem can consist of one Activity Workltems can refer to a parent Worklitem this can be used to model a Work Breakdown of a project This means that it is both possible to structure some work in the type of sub Workltems and in the type of Projects Activities Each Workitem has some Activities They are e Analysis Implementation Coding e Documentation e Testing e Knowledge Base e Review Each Activity can have an assigned Resource to accomplish it and time estimation Rest time needed to complete this Activity User Manual Page 9 of 204 Agile Tea mi Activities have various states e Active e Inactive e Done An Activity has many optional fields Properties which describe the Activity and its state It is important to understand that the Activity is a fundamental unit used by Agile Team People often think that a minimal manageable unit in Agile Team is a Workltem but the reality is that Agile Team operates using Activities Managers ass
192. to bring in Time Reporting for Workitem 44086 Port Agile Team to SQL Server Express E Implementation You can dismiss activities from Time Reporting with the Dismiss Workltem from Time Reporting context menu command How to Save Time Report You can Save or discard changes made in the TimeReport using commands shown in the table below You can set the AutoSave mode for the TimeReport view also In this case changes will be saved automatically when input focus will leave the Cell editor Operation Menu Command Shortcut Key Toolbar button Save Updates File Save Updates Ctrl S E Discard Changes File Cancel Updates x AutoSave when exit cell editor a User Manual Page 73 of 204 Agile Tea mi How to Hide Show Activities in TimeReport Views The list of Activities available for Time Reporting may be rather long Agile Team offers several immediate filters in order to show only desired part of this list These filters are located in the View menu and at the Daily and Monthly View toolbars Hide Zero Rows Include with TimeReports Show Assigned Exclude with Start after Period Command Action Hide Zero Rows If this check button is ON then only the reports that are asserted during the selected date will be shown Include with TimeReport If this option is ON then Activities with time reports that were asserted previously will be shown as well Show Assigned This option is used to show Activities t
193. to fulfill those rules ID A unique version identifier It is informational only for Agile Team but can be used for interfacing with other systems For example this ID is used by Helpdesk in URLs for Release Notes or Knowledgebase pages http mysite com helpdesk aspx mnuProductRelNotes amp From ID 10051 amp To ID 10093 amp Product 9 User Manual Page 93 of 204 Agile Tea mi Date The Date when the version was given out It is a finish date for closed versions and a release date for public versions Public Sets a selected version as Public Version i e sets that this version has been released Public Versions will appear at Helpdesk or Knowledgebase web When a new version node is created the previous current node for the Branch will be closed and the new node will become the current development node for the Branch If a date was not specified by a user the date will be set automatically in the previous current version node Version Number Editor In order to help meet Version numbering rules enforced in Agile Team you can use a special Version Number Editor ieee Version Number Editor This dialog allows you to create a new or change an easting Version number Previous used Version number 1s Next used Version number 13 By default the last used number element will be increased by 1 for new versions but you can override it if the constraints are met Connecting WorklItems to Versions There are two prop
194. u can specify the Product Version where the Bug was fixed or new feature has appeared It is possible to specify several versions in different product branches It is suitable when User Manual Page 49 of 204 Agile Tea mi some features are included in different branches See Version management for more details about product branching If product branch is set for the Project to which the Worklitem is belongs to then this field will be set automatically to the current version in this branch when the WorklItem will have Implementation activity done Dimensions Tab iE Workltem 43171 lt Edit Mode gt cols jinik Priority Status ID Kind Title Time Constants Omersons celanous Predecessors Helpdesk Hister Dimension oy Part Release 1 Agile Team i Customers i lt NOT USED gt E E oii E eeepc A E A AE oA lt Set inherted value gt EHAN This tab contains Part and user defined Dimensions which are can be linked to this Workltem Usually Workltems inherit their Part and Dimensions from parent projects but you may want to override it User Manual Page 50 of 204 Agile Tea mi Miscellaneous Tab WE Workltem 43171 lt View Mode gt Kind Parent Priority ID Status Title Created by WBS Number Require Comment for TimeReports Make available for Time Reporting This page unites fields for editing less significant Workltem properties Manager This field allows assigning the Manager for W
195. uch holiday sets as you need It is because your employees can live in different countries belong to different religions etc For each Holiday set you need to define days that are holidays out of work As standard national holidays so can any customized holidays be created When you press the Add or Modify button to append a new Holiday or edit an existing one the following dialog will appear User Manual Page 69 of 204 Agile Tea mi i Holiday Dates Holiday Name 05 Labor Day Dates Date Each Year Work Day b 0105 2007 Ei 02 05 2005 03 05 2004 E 04 05 2008 E Here you can define holiday dates For each day you can specify whether it is repeated at the same date annually or it can be at another date Also you can set that some date in a specific year will be a working day even though this date is a holiday in other years For example according to Russian laws If some national holiday occurs on Saturday or Sunday this holiday can be shifted to Monday Tuesday etc Reporting the Time Time Reporting is one of the core elements of Agile Team A comprehensive and accurate time recording is one of the most important features of the system which identifies the number of competitors Time Reporting can be initially seen as only a disadvantage unneeded extra task to the people doing the work but it has great advantage for a bigger picture Working time is the main resource determining how expensive a project i
196. um of time reported on a selected item i e Activity or Project node for the whole month Displays the Part assigned to the Workltem Displays the Phase which the Workltem belongs to This column displays a Workltem Priority level from 1 to 9 Estimated remaining time for a selected Activity You can use the in place editor in order to enter a new value or modify an existing one Status of a Workltem It can be one of the follow Entered InAnalysis Analyzed InProgress InReview Pending Obsolete Closed Done or Inactive This column displays the Title of the Workltem to which a selected Activity belongs Workltems can be grouped into a Project Tree ora Project list according to a chosen grouping mode Total time for an Activity Time spent on an Activity Shows the WBS number of the Workitem to which a selected Activity belongs How to Enter a New Time Report or Edit an Existing One To enter a new Time Report just select a proper Activity and enter the amount of hours spent on this activity in a proper cell of the Daily sheet If the time you have entered exceeds the Rest time for selected Activity and the field Explanation for Time Changing is set to Required for the Project to which a Worklitem belongs you will be asked to enter explanations in the dialog shown below User Manual Page 82 of 204 Agile Tea mi The spent time exceeds Rest estimate Enter the reason for change and a new Rest value
197. ve Database Setup Oleg Erjomin gt 3 Soe Mipi 72 Sa 44090 Create an Example in empty Database for Victor Ryba i Fleet Migration _ Public Web Deg E es z Staff Migration l N62 Create Content Oleg Erjomin Paid Support Lad Hgs Choose CMS Oleg Erjomin 7 44092 Hide Column and Exclude from Grouping Bs Expand This Group H E VIP Lad Icons for Agile Team Oleg Erjomin In Progress E T i 44020 Business Plan Leo Schou 3 Borispol Airport l oi 44021 Documentation Oleg Erjomin a PDCSPB uli 44023 Agile Team vs Competitors Oleg Erjomin Eugene Udovichenko In Analysis z x 44064 Icons for Agile Team Oleg Erjomin L 44086 Port Agile Team to SOL Server Express Oleg Erjomin In Progress eak 44020 Business Plan Leo Schou 14 WorkItems Selected Agile Team Produc For example in this picture you see that grouping is done with the Resource Status and Workltem properties Grouping with some Property can be created by two different ways 1 Right click in the column header to pop up the context menu in which you shod select the Group by This Field command 2 Also this can be done from the Current View Grouping dialog It can be activated with the Group by button from the Current View Summary dialog which can be opened with the View gt Current View gt Customize Current View command Grouping column headers are displayed in Grouping Bar at the top of the Data pane The group order can
198. y WBS Start End MaxLoad MaxHours Comment Reserve a 25 05 2009 29 05 2009 a 2 Frav r 06 07 2009 17 07 2009 F 3 lt NOT SET gt lt NOT SET gt 7 9 Reserve time forplanning 4 Merge 8 4 Eminental Konsortium 2009 Consortium lt NOTSET gt NOT SET gt F 5 CBRN Eminental Argos lt NOT SET gt lt NOT SET gt F 6 Eminental lt NOT SET gt lt NOT SET gt F The Basis for Planning WorkItems with Estimates When the Agile Team plan algorithm is running it will take into account only Workitems that have Activities assigned to a Resource single or Group and have an estimate bigger than zero Worklitems with higher priority are scheduled before Worklitems with lower priority If they are involved in the same Resource Allocation Phases are the same and no predecessors are involved Both Active and Inactive Workltems are taken into account but if all other priorities are the same then active Workltems will be scheduled before inactive Using Phases for Planning Each Project node and Workltem has property Phase although it can have lt not set gt value Phases constitute a tree as other Dimension trees and this tree is located in the Selector Phases can be used to specify some sequential steps by which a Project is to be performed Sibling Phase nodes on each level are arranged in the order defined by user manager The order can be iz B changed by Up Down operations buttons in the Trees toolbar or in popup menu for a Phas
199. zed SQL queries These Views can be selected in the drop down list at the Main Toolbar or using the View GoTo menu item like it is shown at the figures below WorkItems Explorer Workitems Explorer TimeReport Daily TimeReport Monthly Resource Allocation Queries Projects Parts Resources Phases Versions User Manual Page 14 of 204 Agile Tea mi View Favorites Tools Actions Reports Help Current View Lc tH Z Activitie Goto LY Worktterns Explorer Ctrl Y Column Picker Ctrl K TimeReport Daily Ctrl T Toolbars TimeReport Monthly Ctrl M e Status Bar Resource Allocation Ctrl R i Selector Pane Queries Ctrl Q WI Pane Ctrl W Projects Layouts b Parts Filters Resources Gantt Pane F10 Phases Obsolete Selector Nodes Ctrl F6 chia Each View except of the Daily and Monthly Time Report Views has a Selector which is a tabbed pane where the main entities of Agile Team are displayed as hierarchical trees and the Data panel which is used to display results of selection or search operation eee Agile Team Explorer server vsql8 pdc spb su d File Edit View Favorites Tools Actions Reports Help atabase AgileTeam02 Ld lal dh Search WorkItems Explorer Title G Agile Team amp Helpdesk E Agile Team 4 21 Documentation Agile Team Product Setup Create The Administrative Database Setup Create Client Setup Agile Team vs Competitors OnLine Help Public Web

User Manual - ProjectManagement.com

Contents

Download Pdf Manuals

Related Search

Related Contents