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Migrating from Scrum to Formal Project Management template


Michael Walker (99214201157) | asked Apr 27 '11, 2:09 a.m.
Hi,

We're currently on v2.0.2 with the Scrum template and will soon move to 3.0 IFix1. We've been trying out the Formal Project Management template on our test machine and really like the planning capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you can migrate to the Formal template, but in the comments of the article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain aspects of the Scrum template that don't migrate well that we could possibly leave out.

Thanks,

Accepted answer


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Dirk Baeumer (4811) | answered Jul 06 '11, 5:11 p.m.
JAZZ DEVELOPER
Hi,

currently RTC doesn't support to migrate a project area from Process A
to Process B. So you can't migrate a project area created with the Scrum
process to a project area using the Formal Template or vice versa. It
has nothing to do with being buggy. The major underlying reason is that
the process specification is some sort of meta description of the data
stored in the data base and the meta description can't be exchanged so
easily.

This being said the actual question I think is: why does the Scrum
project not support schedule dependencies and a Gantt chart. The answer
is that these concepts conflict with other concepts using in an agile
process. Usually agile projects are structured in short running
iterations (~ 3 weeks) and a coarse grain schedule is created assigning
the stories to subsequent iterations.

Fine grained scheduling inside an iteration is fully supported in the
Scrum and OpenUP template, however without explicit schedule
dependencies. As a user you can create implicit schedule dependencies by
simply order the task in the Planned Time mode in the plan or for the
individual developer's My Work View. Since 3.0 this schedule can even be
presented in a Gantt chart like fashion without the arrows in between
(since they are implicit by the order). I have attached two screen shots
showing this. All i did for the second one is dragging "Task Two" in
front of "Task One" which changed the schedule of the two tasks.

If you come from a 2.0 install you can add the Gantt chart presentation
to a Scrum or OpenUp template by simply adding the Accumulated Time
column (see third screen shot).

What we have on the backlog for the next release is a feature to inform
users that a depends on / blocks link is violated by the current
schedule even across iterations. That will allow users to describe these
logical dependencies and have the scheduler report on them.

Dirk


On 4/27/2011 8:23 AM, miwalker wrote:
Hi,

We're currently on v2.0.2 with the Scrum template and will soon move
to 3.0 IFix1. We've been trying out the Formal Project Management
template on our test machine and really like the planning
capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you
can migrate to the Formal template, but in the comments of the
article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain
aspects of the Scrum template that don't migrate well that we could
possibly leave out.

Thanks,
Jared Burns selected this answer as the correct answer

10 other answers



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Alexander Schinko (35511812) | answered Apr 27 '11, 8:56 a.m.
Hi,

its not possible due to this defect: https://jazz.net/jazz/web/projects/Rational%20Team%20Concert#action=com.ibm.team.workitem.viewWorkItem&id=156421

Hi,

We're currently on v2.0.2 with the Scrum template and will soon move to 3.0 IFix1. We've been trying out the Formal Project Management template on our test machine and really like the planning capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you can migrate to the Formal template, but in the comments of the article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain aspects of the Scrum template that don't migrate well that we could possibly leave out.

Thanks,

Comments
Michael Walker commented Apr 27 '11, 1:02 p.m. | edited May 06 '13, 2:44 a.m.
Hi,

its not possible due to this defect: https://jazz.net/jazz/web/projects/Rational%20Team%20Concert#action=com.ibm.team.workitem.viewWorkItem&id=156421

Hi,

We're currently on v2.0.2 with the Scrum template and will soon move to 3.0 IFix1. We've been trying out the Formal Project Management template on our test machine and really like the planning capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you can migrate to the Formal template, but in the comments of the article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain aspects of the Scrum template that don't migrate well that we could possibly leave out.

Thanks,



That defect doesn't really say what the issue is, just that it's not supported. I'm sure there's going to be several teams that will want to use the Gantt charts, dependencies, critical path, etc. that are currently using the Scrum template.

What if we create a new Project Area with the Project Management template and import our work items into it. We can live without our past plans that are completed as long as we have the work items still.

Just curious where the issue is and if we can avoid it and still move.


permanent link
Martha (Ruby) Andrews (3.0k44251) | answered Apr 27 '11, 1:26 p.m.
JAZZ DEVELOPER
Hello,
The work item referenced below led to the creation of this topic in online help:
http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp?topic=/com.ibm.team.platform.doc/topics/t_customize_template_formal_features.html
which tells how to add the features to a template and then how to change a project to use the new template.

In general, moving a project to a new template is a non-trivial operation. If you have made changes to the process configuration since you created the project area from the template, you will need to merge the current process configuration source with the process configuration source in the template. This is a manual merge of XML and there is little tooling built into Jazz to find logical errors.

Your suggeston of creating a new project area from the Formal Project Management template and moving the work items might work. But, this would mean the new project follows all the rules, permissions, roles, etc defined in the Fromal Project Management template. Is that what you want? Also, you would need to add all the users to the new project and assign them the appropriate roles. Finally, if you are using team areas in your project, you would need to create those in the new project and assign members and roles.

Martha
Jazz Developer, Process Component

Hi,

its not possible due to this defect: https://jazz.net/jazz/web/projects/Rational%20Team%20Concert#action=com.ibm.team.workitem.viewWorkItem&id=156421

Hi,

We're currently on v2.0.2 with the Scrum template and will soon move to 3.0 IFix1. We've been trying out the Formal Project Management template on our test machine and really like the planning capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you can migrate to the Formal template, but in the comments of the article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain aspects of the Scrum template that don't migrate well that we could possibly leave out.

Thanks,


That defect doesn't really say what the issue is, just that it's not supported. I'm sure there's going to be several teams that will want to use the Gantt charts, dependencies, critical path, etc. that are currently using the Scrum template.

What if we create a new Project Area with the Project Management template and import our work items into it. We can live without our past plans that are completed as long as we have the work items still.

Just curious where the issue is and if we can avoid it and still move.

Comments
Michael Walker commented Apr 27 '11, 6:40 p.m. | edited May 06 '13, 2:46 a.m.
Hello,
The work item referenced below led to the creation of this topic in online help:
http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp?topic=/com.ibm.team.platform.doc/topics/t_customize_template_formal_features.html
which tells how to add the features to a template and then how to change a project to use the new template.

In general, moving a project to a new template is a non-trivial operation. If you have made changes to the process configuration since you created the project area from the template, you will need to merge the current process configuration source with the process configuration source in the template. This is a manual merge of XML and there is little tooling built into Jazz to find logical errors.

Your suggeston of creating a new project area from the Formal Project Management template and moving the work items might work. But, this would mean the new project follows all the rules, permissions, roles, etc defined in the Fromal Project Management template. Is that what you want? Also, you would need to add all the users to the new project and assign them the appropriate roles. Finally, if you are using team areas in your project, you would need to create those in the new project and assign members and roles.

Martha
Jazz Developer, Process Component

Hi,

its not possible due to this defect: https://jazz.net/jazz/web/projects/Rational%20Team%20Concert#action=com.ibm.team.workitem.viewWorkItem&id=156421

Hi,

We're currently on v2.0.2 with the Scrum template and will soon move to 3.0 IFix1. We've been trying out the Formal Project Management template on our test machine and really like the planning capabilities it offers as it fits what we currently do.

I've been looking through the documentation and one place it says you can migrate to the Formal template, but in the comments of the article it says it's not supported anymore as it's buggy.

Is there a way we could do this? I'm curious if there's certain aspects of the Scrum template that don't migrate well that we could possibly leave out.

Thanks,



That defect doesn't really say what the issue is, just that it's not supported. I'm sure there's going to be several teams that will want to use the Gantt charts, dependencies, critical path, etc. that are currently using the Scrum template.

What if we create a new Project Area with the Project Management template and import our work items into it. We can live without our past plans that are completed as long as we have the work items still.

Just curious where the issue is and if we can avoid it and still move.

Thanks Martha,

Let me try from a different angle. If we keep the Agile template, where we can use the Roadmap for the Gantt charts, can we add in the Resources tab and the ability to use Predecessor constraints?

We like the Resources tab because we can add users to plan without having to go in individual profiles to change allocations and can view it in one location.

We like the Predecessors because if one task depends on another the Gantt chart will automatically show the start date after the finish date of it's predecessor. Unless the Depends on link in Agile does this as well..I haven't tried it.


Roland Mueller commented Apr 28 '11, 1:44 a.m. | edited May 06 '13, 2:46 a.m.

Hi Martha,

I want to add the risk related work item types to the scrum template and followed the instructions in the link provided:


However, if I navigate to the process config pages of the project /click the work item types& attributes / add -functions, I do not see the risk type work item type. So I can't add them.
May be the rout cause is:
Going to the Application administration page of the server, I can't see the formal process template , although we have installed RTC 3.0 (migrated from 2.1).
Where is the point I'm going wrong?
Adding risk management types to the scrum template would release us maintaining extra EXCEL sheets.
Roland
Roland


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Geoffrey Clemm (30.1k33035) | answered Apr 29 '11, 12:19 p.m.
FORUM ADMINISTRATOR / FORUM MODERATOR / JAZZ DEVELOPER
Note that unfortunately, the DependsOn link has no effect on the Gantt
charts. Work item 150827 requests that the DependsOn link be given
end/end schedule dependency semantics. The idea is that this would then
complement the end/start dependency semantics of the Predecessor
relationship.

Cheers,
Geoff

On 4/28/2011 3:08 AM, miwalker wrote:
Thanks Martha,

Let me try from a different angle. If we keep the Agile template,
where we can use the Roadmap for the Gantt charts, can we add in the
Resources tab and the ability to use Predecessor constraints?

We like the Resources tab because we can add users to plan without
having to go in individual profiles to change allocations and can
view it in one location.

We like the Predecessors because if one task depends on another the
Gantt chart will automatically show the start date after the finish
date of it's predecessor. Unless the Depends on link in Agile does
this as well..I haven't tried it.

permanent link
Martha (Ruby) Andrews (3.0k44251) | answered Apr 29 '11, 2:55 p.m.
JAZZ DEVELOPER
Hello Roland,

First, the reason you are not seeing the Formal Project Management template is that it is not on your server yet. With each new release of RTC, you must deploy templates into your server to see any new templates or to see changes to the existing templates. See this help topic for instructions: http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp

Updating the templates (by deploying the new versions) will not affect existing project areas. New project areas that are created will use the newly deployed templates, however.

I am not sure if I have answered your question. Please post again if I have not.

(By the way, in general it is better to open a new forum posting for new questions because more people will see and respond to a new posting than one that appears to have been answered already.)

Martha
Jazz Developer, Process Component

Hi
I want to add the risk related work item types to the scrum template and followed the instructions in the link provided:
http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp?topic=/com.ibm.team.platform.doc/topics/t_customize_template_formal_features.html
However, if I navigate to the process config pages of the project /click the work item types& attributes / add -functions, I do not see the risk type work item type. So I can't add them as described in the article.
May be the rout cause is:
If I go to the Application administration page of the server, I can't see the formal process template , although we have installed RTC 3.0 (migrated from 2.1).
Where is the point I'm going wrong?
Adding risk management types to the scrum template would release us maintaining extra EXCEL sheets.
Roland

permanent link
Michael Walker (99214201157) | answered Apr 28 '11, 3:03 a.m.
Thanks Martha,

Let me try from a different angle. If we keep the Agile template, where we can use the Roadmap for the Gantt charts, can we add in the Resources tab and the ability to use Predecessor constraints?

We like the Resources tab because we can add users to plan without having to go in individual profiles to change allocations and can view it in one location.

We like the Predecessors because if one task depends on another the Gantt chart will automatically show the start date after the finish date of it's predecessor. Unless the Depends on link in Agile does this as well..I haven't tried it.

permanent link
Roland Mueller (102299) | answered Apr 29 '11, 3:33 a.m.
Hi
I want to add the risk related work item types to the scrum template and followed the instructions in the link provided:
http://publib.boulder.ibm.com/infocenter/clmhelp/v3r0/index.jsp?topic=/com.ibm.team.platform.doc/topics/t_customize_template_formal_features.html
However, if I navigate to the process config pages of the project /click the work item types& attributes / add -functions, I do not see the risk type work item type. So I can't add them as described in the article.
May be the rout cause is:
If I go to the Application administration page of the server, I can't see the formal process template , although we have installed RTC 3.0 (migrated from 2.1).
Where is the point I'm going wrong?
Adding risk management types to the scrum template would release us maintaining extra EXCEL sheets.
Roland

permanent link
Martha (Ruby) Andrews (3.0k44251) | answered Apr 29 '11, 2:57 p.m.
JAZZ DEVELOPER
Hi Michael,

I do not know the answer to that question. Perhaps someone from the Planning team can jump in here?

Thanks,
Martha
Jazz Developer, Process Component

Thanks Martha,

Let me try from a different angle. If we keep the Agile template, where we can use the Roadmap for the Gantt charts, can we add in the Resources tab and the ability to use Predecessor constraints?

We like the Resources tab because we can add users to plan without having to go in individual profiles to change allocations and can view it in one location.

We like the Predecessors because if one task depends on another the Gantt chart will automatically show the start date after the finish date of it's predecessor. Unless the Depends on link in Agile does this as well..I haven't tried it.

permanent link
Brice Dupont (6) | answered Jul 06 '11, 4:54 a.m.
I had the same problem on this one.
Thanks for your advices.

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Christophe Lucas (86224948) | answered Jul 06 '11, 12:42 p.m.

If we keep the Agile template ... can we add in the Resources tab ... ?


Hello Michael,

Regarding that part of your question, I copy-pasted the following xml snippet to the Process Configuration Source of an OpenUP-based Project Area, and this did add the Resources tab and functionality to the Plans.
Not sure however how 'supported' this is.
Have you tried this and did you notice any 'drawback' ?

Add this:
<configuration-data xmlns="http://com.ibm.team.apt.configuration/planEditorTabs" id="com.ibm.team.apt.configuration.planEditorTabs">
<staticTab
id="com.ibm.team.tpt.allocation.web.ui.allocation"
implementation="com.ibm.team.tpt.web.ui.allocation.internal.tab.AllocationTab"
priority="40"
name="Resources">
<parameters>
<parameter key="uaKey" value="com.ibm.team.apt.web.ui.tab_plan_resource_web"/>
</parameters>
</staticTab>
</configuration-data>

After this part:
<configuration-data xmlns="http://com.ibm.team.apt/complexityAttribute" id="com.ibm.team.apt.configuration.attributes">...
</configuration-data>

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