Taskboard and Kanban views in formal process templates ?
Hi,
We have created a project based on formal process template. Now, within the project area, one team would like to follow agile based model and have views to Kanban and Taskboard in RTC plans. We are exploring different pros and cons to decide if the new team area should be accommodated within the same project or kept separate.
We would like to give then an agile based working design in RTC with the existing project.
Is there any way these can be designed on a project based on formal process template ? If this is not possible, then are there plugins to connect data from RTC to a different thirdparty dashboard or access it from any other medium to display the required info ?
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Accepted answer
Hi Pavithra,
Please refer to these instructions on how to create a new view on your existent plans. In the "Display" field, choose to display the plan view as Kanban board or Taskboard. http://www-01.ibm.com/support/knowledgecenter/SSYMRC_5.0.2/com.ibm.team.apt.doc/topics/t_create_pla_nmode_web.html Ralph Schoon selected this answer as the correct answer
Comments Thank you for your reply, Alexandre
The problem that i see with the above approach is that, to choose a plan view, the list of plans displayed is set to the current project and not from other projects.
In this kind of solution of copying/duplicating views, my requirement is to copy the view from one project to another.
The challenge is that the current project is not based on scrum and hence it does not have any view based on that, I need task board and Kanban board of scrum template on to a plan based on formal process template.
Plans live in a project area and depend on its process. You can not copy plans or plan views between project areas. You could likely use a shared process and that way propagate plan views across project areas. E.g. you can promote a plan view that you created and then add it to plans. This should be then available in project areas sharing the process.
Process sharing obviously means the sharing project areas have all the same process, so you could not copy a plan view from a project area with a different process.
Thank you, Ralph
So, with respect to my requirement it doesn't seem to be possible then .
What I'm looking for is an easy solution to have new set of users made part of the existing project and give them agile specific dashboard for their team.
This is a totally different question then having the plan views copied over.
Thank you, Ralph, I'm able to display Kanban view of a plan of Scrum based project on a dashboard of simple process based project area. However, my requirement has not been met.
My requirement in the initial question was to have kanban plan view on a project based out of formal process template. I understand that it is not achievable.
Thank you for your replies.
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This is not true, you can create a new view and select to display it as Taskboard and as Kanban view. If that makes a lot of sense in a non agile process template with the formal scheduler, is just another question.
Ralph,
I was able to add the new plan type in project configuration to find Taskboard atlast. This is great. By default, my customized process template did not have it part of any views.
Kanban board view is still missing in the list of available plan types to add. I'm in RTC 5.0.2-iFix04.
Having Taskboard will still suffice for my requirement.
Thanks a lot for your efforts!!
The screenshot is from 5.0.2.
In addition it is not a plan type - it is the display type in a plan view.
Sorry, Ralph, that's a typo, its a plan/display view.
To confirm your point, i created a new project with Formal process template and even that does not include Kanban plan view.
Ralph Schoon
commented Jul 15 '15, 8:27 a.m.
| edited Jul 15 '15, 8:29 a.m.
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No, it is the display type option in a plan view (formerly called plan mode) that you can edit and where you can select, while editing, how to display the plan view - as Tree, Kanban, Taskboard, Flat.......
Ah OK! i went to the project configuration, Configuration Data -> Planning ->Plan types and added Taskboard View part of the required Plan Types and that got me Taskboard View type on the formal process based project.
Yes, On clicking Edit view, i see the options that you have shown in your screenshot under Display.
This is perfect!
Thanks a lot for all your replies.
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