Plan views
4 answers
I believe the answer to both questions is "no".
I've submitted work item 104379 requesting that a project area be able
to declare the default view for a plan type.
Cheers,
Geoff
shelbyph wrote:
I've submitted work item 104379 requesting that a project area be able
to declare the default view for a plan type.
Cheers,
Geoff
shelbyph wrote:
In both Eclipse and the Web UI it is possible to create and edit
planning views.
Is it possible to deploy a custom view in a process template?
Is it possible to set a default view for the different types of plans?
On 1/26/10 8:08 PM, shelbyph wrote:
Yes, you can do so. The easiest is the following procedure.
1) Open a plan and configure the view as you want it to be
2) In the Project Area editor, navigate to the Plan Modes editor, select
your plan mode, and execute the Promote action. That will add the plan
mode into your process specification (and from there you can easily copy
it into a template)
3) Open the Plan Types editor, select a plan type and add the promoted
plan mode.
To set a default view for a plan type, go to the process xml source,
find the planmode element in a plan type definition, and set its default
attribute to the identifier you plan mode (internally a view is call
plan mode)
Note that dependencies must be resolvable. For instance, you cannot use
a plan mode that refers to a custom filter that is not available in the
project/process template. To figure out if a plan mode is loaded
correctly, use the Plan Modes editor in the project area editor. It will
annotate all invalid plan modes.
Note that reusing identifiers will overwrite the built in views.
--
Cheers, Johannes
Agile Planning Team
In both Eclipse and the Web UI it is possible to create and edit
planning views.
Is it possible to deploy a custom view in a process template?
Is it possible to set a default view for the different types of plans?
Yes, you can do so. The easiest is the following procedure.
1) Open a plan and configure the view as you want it to be
2) In the Project Area editor, navigate to the Plan Modes editor, select
your plan mode, and execute the Promote action. That will add the plan
mode into your process specification (and from there you can easily copy
it into a template)
3) Open the Plan Types editor, select a plan type and add the promoted
plan mode.
To set a default view for a plan type, go to the process xml source,
find the planmode element in a plan type definition, and set its default
attribute to the identifier you plan mode (internally a view is call
plan mode)
Note that dependencies must be resolvable. For instance, you cannot use
a plan mode that refers to a custom filter that is not available in the
project/process template. To figure out if a plan mode is loaded
correctly, use the Plan Modes editor in the project area editor. It will
annotate all invalid plan modes.
Note that reusing identifiers will overwrite the built in views.
--
Cheers, Johannes
Agile Planning Team
Thanks, Johannes ... one reminder to folks ... if you want to create a
new plan mode (as opposed to modifying an existing plan mode), make sure
in step 1 to select "copy" and not "edit".
Cheers,
Geoff
Johannes Rieken wrote:
new plan mode (as opposed to modifying an existing plan mode), make sure
in step 1 to select "copy" and not "edit".
Cheers,
Geoff
Johannes Rieken wrote:
Yes, you can do so. The easiest is the following procedure.
1) Open a plan and configure the view as you want it to be
2) In the Project Area editor, navigate to the Plan Modes editor, select
your plan mode, and execute the Promote action. That will add the plan
mode into your process specification (and from there you can easily copy
it into a template)
3) Open the Plan Types editor, select a plan type and add the promoted
plan mode.
To set a default view for a plan type, go to the process xml source,
find the planmode element in a plan type definition, and set its default
attribute to the identifier you plan mode (internally a view is call
plan mode)
Note that dependencies must be resolvable. For instance, you cannot use
a plan mode that refers to a custom filter that is not available in the
project/process template. To figure out if a plan mode is loaded
correctly, use the Plan Modes editor in the project area editor. It will
annotate all invalid plan modes.
Note that reusing identifiers will overwrite the built in views.
shelbyph wrote:
In both Eclipse and the Web UI it is possible to create and edit
planning views.
Is it possible to deploy a custom view in a process template?
Is it possible to set a default view for the different types of plans?
Comments
I have a project that is based on the Formal Process template. I want to add some other plan views to the template such as Ranked List, Taskboard and Traceability. I am currently logged in as a Project Manager, Team Lead, Release Engineer & Developer. However, when I go to the "Plan Views" section in the project area's Process Configuration tab via the eClipse client, the Promote button is grayed out so I can not promote these additional plan views for use. What do I need to do to activate the promote capability?
On 1/26/10 8:08 PM, shelbyph wrote:
Note that dependencies must be resolvable. For instance, you cannot use
a plan mode that refers to a custom filter that is not available in the
project/process template. To figure out if a plan mode is loaded
correctly, use the Plan Modes editor in the project area editor. It will
annotate all invalid plan modes.
Hello Johannes,
What do you mean exactly by a custom filter not available in the process template?
For example I have a problem promoting a plan that contains a filter of type expression excluding all tasks from my release plan. I guess this is a what you call a custom custom filter?
Is there a way to add this filter to the process so that it can be used by default by all new plans?
Thanks
Steve