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How do I create a sprint plan for multiple teams?


Steffan Surdek (114) | asked May 27 '09, 3:28 p.m.
Hi all,

I had opened a feature request for this and apparently this has already been implemented in 2.0 M3, but I don't understand how to do it.

To give quick context, here's the hierarchy structure of my teams in RTC:

Release x.x team
-- Architecture
-- Development
-- QA
-- ID

I also have a hiercharchy for my categories:

Architecture
-- Install
-- Component
-- Runtime
Development
-- Install
-- Component
-- Runtime
QA
-- Install
-- Component
-- Runtime
ID
-- Install
-- Component
-- Runtime

What I would like to do is to associate the correct team to each category in order to be able to track where the teams are spending their time. I want to be able to select any one of the teams and generate a burndown chart for them.

Currently in RTC 1.0.1, you must create one sprint plan per team area in order for this to work, because if you select the root team area (Release x.x team), all it's sub teams are not inherited automatically in the sprint plan. I do not want to create multiple plans because it's too much overhead. We currently have all our teams add their work to the same sprint plan. This works because all of the categories are assigned to the same team (Release x.x team) instead of the individual teams.

When I opened my feature request, I got notified this capability was already available in RTC 2.0 M3. We've deployed it internally on a test machine and I can't figure out how to do it. When configuring a plan, I now see two options though for Team Members. I see Project Area and Team Area. The Team Area option seems to be the same as it was before.

When I select a project area, I get a message when I open my sprint plan that there are no categories associated with the project area. I'm not sure how I'm supposed to fix this problem. If I go in the Project Area editor in the Work Categories tab, all categories have a team area associated with it. I'm not sure how to associate a category with the project area itself.

Can anyone please clarify this for me? Can what I want to do really be done now?

Regards,

Steffan

5 answers



permanent link
Johannes Rieken (1.2k1) | answered Jun 02 '09, 7:01 a.m.
ssurdek wrote:
Hi all,

I had opened a feature request for this and apparently this has
already been implemented in 2.0 M3, but I don't understand how to do
it.

To give quick context, here's the hierarchy structure of my teams in
RTC:

Release x.x team
-- Architecture
-- Development
-- QA
-- ID

I also have a hiercharchy for my categories:

Architecture
-- Install
-- Component
-- Runtime
Development
-- Install
-- Component
-- Runtime
QA
-- Install
-- Component
-- Runtime
ID
-- Install
-- Component
-- Runtime

What I would like to do is to associate the correct team to each
category in order to be able to track where the teams are spending
their time. I want to be able to select any one of the teams and
generate a burndown chart for them.

Currently in RTC 1.0.1, you must create one sprint plan per team area
in order for this to work, because if you select the root team area
(Release x.x team), all it's sub teams are not inherited
automatically in the sprint plan. I do not want to create multiple
plans because it's too much overhead. We currently have all our
teams add their work to the same sprint plan. This works because all
of the categories are assigned to the same team (Release x.x team)
instead of the individual teams.

When I opened my feature request, I got notified this capability was
already available in RTC 2.0 M3. We've deployed it internally on a
test machine and I can't figure out how to do it. When configuring a
plan, I now see two options though for Team Members. I see Project
Area and Team Area. The Team Area option seems to be the same as it
was before.

When I select a project area, I get a message when I open my sprint
plan that there are no categories associated with the project area.
I'm not sure how I'm supposed to fix this problem. If I go in the
Project Area editor in the Work Categories tab, all categories have a
team area associated with it. I'm not sure how to associate a
category with the project area itself.

Can anyone please clarify this for me? Can what I want to do really
be done now?

Regards,

Steffan


What you are looking for are plan types. We now have three different
kinds of plan types:

# Iteration Plans - as known from RTC 1.x
# Team Release Plans - All work items from a team/project and an
iteration plus all child iterations
# Project Release Plans - All work item from a team/project plus all
children and an iteration plus all child iterations.

Categories are orthogonal from this. In order to associate a work item
with a team/project, you must associate a category with it. This is done
in the Project Area editor. If a category has no team assigned nor
inherits one it is associated with the project area.


--
Cheers, Johannes
Agile Planning Team

permanent link
Harry Koehnemann (30125238) | answered Jul 10 '09, 7:57 p.m.
I am having the same problem as original poster. How does one create those three types of iterations you mention below? The Plan dialog gives options Product Backlog, Team Backlog, Spring backlog, and Schedule Risk. But not those you mention below. The planning article (http://jazz.net/library/article/203) does discuss your plan terms below, but if I follow its example of selecting Product Backlog for a the Product Backlog (aka Product Release Plan) I get the same error as the original poster. It would be simple if the dialogs simply gave the options you list below. Very confusing... ANy help is appreciated.

ssurdek wrote:
What you are looking for are plan types. We now have three different
kinds of plan types:

# Iteration Plans - as known from RTC 1.x
# Team Release Plans - All work items from a team/project and an
iteration plus all child iterations
# Project Release Plans - All work item from a team/project plus all
children and an iteration plus all child iterations.

permanent link
Geoffrey Clemm (30.1k33035) | answered Jul 10 '09, 11:48 p.m.
FORUM ADMINISTRATOR / FORUM MODERATOR / JAZZ DEVELOPER
In order to associate a category with its project area, remove its
association to a team area. To remove its association to a team area,
you first use "disassociate" if you've explicitly associated it with a
team area. Then if its parent category is associated with a team area,
you also need to select "Use Default" to disassociate it from the team
area of its parent category. Not quite sure why the team picked the
rather unintuitive (to me) verb "Use Default" ... perhaps someone from
the process team can comment on that terminology question.

WRT the names of the plan types, those were picked to try to allign with
the terminology of that process type. But if you don't like the name
they have by default, just go into the Process Configuration page, and
select ProjectConfiguration:ConfigurationData:Planning:PlanTypes. Then
select the plan type you want to rename, and give it a new name.

Cheers,
Geoff

harryk wrote:
I am having the same problem as original poster. How does one create
those three types of iterations you mention below? The Plan dialog
gives options Product Backlog, Team Backlog, Spring backlog, and
Schedule Risk. But not those you mention below. The planning
article (http://jazz.net/library/article/203) does discuss your plan
terms below, but if I follow its example of selecting Product Backlog
for a the Product Backlog (aka Product Release Plan) I get the same
error as the original poster. It would be simple if the dialogs
simply gave the options you list below. Very confusing... ANy help
is appreciated.

ssurdek wrote:
What you are looking for are plan types. We now have three different

kinds of plan types:

# Iteration Plans - as known from RTC 1.x
# Team Release Plans - All work items from a team/project and an
iteration plus all child iterations
# Project Release Plans - All work item from a team/project plus all

children and an iteration plus all child iterations.


permanent link
Harry Koehnemann (30125238) | answered Jul 12 '09, 11:46 a.m.
Thanks Geoff - great answer. For those that bump into this thread, the process XML defines the three plan types below and they are discussed in the RTC Plans documentation (I assume releasePlan is 'Team Release Plan' in the docs and Schedule Risk is an iterationPlan). Are there any other plan type in RTC other than those three? Also interesting is I could only change the plan names in the XML, the editor text field appears read-only.

http://publib.boulder.ibm.com/infocenter/rtc/v2r0m0/index.jsp

com.ibm.team.apt.planitems.iterationPlan
com.ibm.team.apt.planitems.releasePlan com.ibm.team.apt.planitems.projectReleasePlan

permanent link
Johannes Rieken (1.2k1) | answered Jul 14 '09, 5:51 a.m.
harryk wrote:
I am having the same problem as original poster. How does one create
those three types of iterations you mention below? The Plan dialog
gives options Product Backlog, Team Backlog, Spring backlog, and
Schedule Risk. But not those you mention below. The planning
article (http://jazz.net/library/article/203) does discuss your plan
terms below, but if I follow its example of selecting Product Backlog
for a the Product Backlog (aka Product Release Plan) I get the same
error as the original poster. It would be simple if the dialogs
simply gave the options you list below. Very confusing... ANy help
is appreciated.


The plan types you can select depend on the process template you use. So
the name may differ from project to project. Still, how work items are
selected and what makes them appear on a plan is still the same. In case
you selected a project area as plan owner you have to ensure that a
category is associated with it. To do so, open the Project Area editor,
select the Work Item Categories tab and ensure that a category hasn't a
team area associated *and* does inherit a team area association. This
will, implicitly, associate the category with the project area.


--
Cheers, Johannes
Agile Planning Team

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