How do I create a new Plan/Top Level work item?
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I need to create a new work item in the agile and SAFe process templates that will have a work item categorization as "Plan". I need to know what attributes and other characteristics need to be set so that I have a customized work item that behaves like a user story. I suspect I could copy the user story and modify that, however, because we have already created the work item and it is currently categorized as an "Execution" item, I would prefer to modify the work item by adding the appropriate attributes and characteristics to it.
Accepted answer
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1. Not categorize it as an execution item
2. If you want to estimate the complexity you also need to add the complexity attribute.
If you do 1 and skip 2, your item would behave like an Epic as far as I can tell.
Comments
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I received confirmation from IBM that the only two steps necessary to make a work item behave as a "sibling" to a user story are as Ralph says above. To
1. Categorize the work item as a Plan work item (done in the eclipse client)
2. To add the shared attribute "Story Points" in the work item.