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Agile Planning

The Agile Planning component of Rational Team Concert provides tools to assist with the planning and execution of releases, iterations as well as the daily developer work therefore providing full support for the three innermost levels of Mike Cohn's planning onion(1). It provides tools to create release plans for a whole project, create iteration plans for teams, create individual plans for developers, and to track the progress during a release and its iterations and to balance the work load of developers. And all this is integrated with defect tracking, source control management, and build management and is available via a Web/UI and an Eclipse based Rich/UI. The information tracked in plans is accessible to everyone on the team, and it changes dynamically over the course of the release to reflect the project's position and direction at any time.

Managing a Product Backlog

A product backlog is managed using a plan editor in Rational Team Concert. The plan editor assists you with stack ranking your backlog items by using drag and drop or specific keyboard actions.

Product Backlog

Managing a Release Backlog

In large projects it is useful to manage a release backlog in addition to a sprint backlog. As a product backlog a release backlog is managed using a plan editor. In addition to a product backlog the plan editor provides an iteration view onto the release to see at a glance which stories are planned for which iteration. Again drag and drop can be used to easily assign the stories from a backlog to specific iterations and the integrated progress bar helps to not overload an iteration considering the team's velocity and to track overall progress.

Release Backlog grouped by iterations

Planning a Sprint

You can use plan editors to manage sprint backlogs as well. As with a product backlog, the editor assists you with stack ranking your sprint backlog. In addition the plan editor provides a view to see the work breakdown structure of stories into the implementing tasks, grouped by the owner of the work items. Drag and drop or specific keyboard actions are used to manipulate the work breakdown structure or reassigning the task to do load balancing. Key work item attributes, like the estimate of a task, can be changed in place and the changes are immediately reflected in the corresponding progress and load bars.

Sprint Backlog

Use the Developer's Taskboard view to run your daily Scrum meetings. The view will render all work items as cards on a board, arranging them in columns representing three states: Todo, In Progress, and Done. This allows for a quick overview of your work, and it's straightforward to mark something as done: simply drag it from one column to another.

Sprint Backlog

Assess the risk of a sprint

Work item owners can specify minimal and maximal estimates in addition to the already existing estimates. This information is used to simulate the probability of work items being completed on time using a Monte Carlo method(2).

Assuming that each developer completes his assigned work items in the same order as specified in the Current Work section of the My Work view, the "probability of completion" for a work item is indicated using a color gradient from white to red - from very probable to improbable.

Assess Risk

For Rational Team Concert 2.0, this simulation is available for plans of type Scheduled Risk Assessed Plan as well as in the My Work view in the Standard and Enterprise editions of the product.

Planning the Daily Work

Planning the developer's daily work is essential to track the overall progress of a sprint and to do proper load balancing between team members. To make this as smooth as possible for developers to let them focus on writing code, Rational Team Concert equips developers with the My Work view. The My Work view is your personal view onto all work items that are assigned to you and allows for in-place scheduling and estimation.

My Work View

Track the overall progress

Use the project dashboard to track the progress of the release and its sprints, to see your burndown rate or to check the team's velocity. The project dashboard is highly configurable and offers a variety of preconfigured reports and useful work item queries.

Dashboard

Create and organize new work items

The Planned Items page is the perfect place to create new work items since the work items inherit the team area and iteration from the iteration plan and, hence, will be part of the plan. To create new work items, select a suitable work item type from the Add Work Item context menu (or press Ctrl+Enter).

Add New Work Item

Work items can be arranged hierarchically to decompose larger work items into smaller work units.

Reading and modifying work items

Most properties of a work item can be modified inline within the Planned Items page. Some properties, such as the description, can be modified using the in-place work item editor.

Preview Mode

Unstructured information

To capture unstructured information such as an important demo date or initial feature ideas the plan editor provides a predefined page named Overview. The page's content is edited using a wiki style syntax which supports linking other artifacts. You can add additional pages to a plan by pressing the Add Page button Create Attached Page in the local tool bar.

Test Plan Page

Colorful Plans

You can use color to highlight work items in plans. Simply specify a search criteria and a color to have all matching work items highlighted. This lets you draw attention to important items, or ones deserving special attention.

Colorize Work Items

The My Work view provides the colorize feature to let users highlight important work items on their personal plans as well.

Team load section

Being part of the Team Central view, the Team Load section shows load bars for a selected team and iteration. A load bar is a graphic representation of work load - the ratio of remaining work and available work time.

Team Load section

A load bar is green if there is still time to complete all the work, and red when there isn't. Because the computation depends on work item estimates, the percentages of estimated work items is shown as a fill level. As usual, you want the bar to be green: get the right amount or work assigned and the bar grows horizontally; estimate well and the bar grows vertically.

Use the Team Load section when distributing work among team members. You can not only see the work load of each team member, but you can also reassign work items by dragging them onto the corresponding bar. Use the different Show context menu actions to query the work items assigned to a particular person or to list current or recent work, etc.

Drag and Drop a work item

Progress information

The Plan editor will keep you updated about the progress of your team for a single sprint or for the project for a whole release. Understand progress as the ratio of finished and remaining work, e.g. "160 of 317 hours of work are done" for Sprint Backlogs and "13 of 42 story points are done" for Product Backlogs.

Overall progress

The progress information will also provide a constant velocity projection based on the past and the amount of work time remaining. So if the past work time is 9 hours and you completed work you had estimated at 3 hours, the projection assumes that you'll need three times as much work time as estimated for the work that remains. Comparing the projected value to the remaining work time lets you know whether you are ahead or behind your target. The same projection is done for product backlogs using story points as the sizing attribute.

Again, you want the bar to be green: Working at a velocity so that all your work is done when the iteration ends, fills the bar horizontally; estimating all your work fills it vertically.

Configure your work environment

Use the Work Environment tab in the User editor to change your work days, work location, and work assignment. By default, a standard work week is five 8-hour days ending at the same time each day, split evenly among the teams of which you're a member.

Work Environment

Schedule absences

Use the Scheduled Absences tab in the user editor to note planned absences like business trips, vacation, etc. This information helps with the automatic planning of your work over the iteration.

Scheduled User Absences


(1) Mike Cohn, Agile Estimating and Planning
(2) Monte Carlo Method, http://en.wikipedia.org/wiki/Monte_Carlo_method

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