Linking development plans

You can link development plans with other development plans, requirements collections, and test plans.

Before you begin

You must link the project areas. For more information, see Linking between project areas.
Note: In general, linking IBM® Engineering Workflow Management (EWM) plans to versioned artifacts is not supported. It is possible to create a link from a versioned artifact to a plan; however, when you navigate the link from within the plan, EWM uses the default configuration for the target project area. The default configuration might not be the same configuration from which the link to the plan was created. For more information, see Limitations of linking work items to versioned artifacts.

Linking development plans between projects

For plans in two project areas, you can link those plans so that you can view the status of both plans in your project area. You can also link to a plan that is in another installation of EWM.

Procedure

  1. In the Plan editor, click the Links tab.
  2. Click the down arrow next to Add Link.
    • To link to a master plan, select Contributes To Plan.
    • To link to a plan that is a subset of the master plan, select Tracks Plan.
  3. Optional: In the Add Link window, select another project area that contains the plan. You must link both of the project areas. If there is no project area that is linked, this window is not shown.
  4. In the Plan window, enter the name of the plan to link to.
  5. Select the plan and click OK.

Linking development plans to requirements collections

Typically for a software project, after the business analyst creates a requirement collection, the project manager creates a development plan. To ensure that the project manager correctly captured the requirements in the development plan, the business analyst can link the plans. Linking plans ensures that the business analyst sees both the requirements and the development plans.

Before you begin

You must configure the servers that contain the requirement and development plans so that the servers can communicate.

Procedure

  1. In the Plan editor, click the Links tab.
  2. Click the down arrow next to Add Link, and select Implements Requirement Collection.
  3. In the Add Link window:
    1. Click the name of the location for the existing requirements collection.
    2. Select Link to existing, and click OK.
  4. In the Collections Selection page, select the requirements collection:
    Note: In this example, the artifact format is a Collection. You can also link to a Module artifact format using these steps.
    1. Type the name of the requirements collection in the search field. Alternatively, you can search for the requirements collections in the Filter Display by Folder field. Type the name of the requirement that you want to search for in the filter field, and options appear in the artifacts field: Linking filter

      The requirements collections display in the Select artifact field.

    2. In the Select artifact field, select the requirements collection, and click OK.
  5. Click Save.

Results

You can browse the requirements collection from the links page of the plan. You can check whether work items exist that implement certain requirements that belong to the collection. You can also create work items from requirements and navigate from the requirement, to the work item, to the plan to which the work item is planned.

Linking development plans to test plans

After the development plan is created, the test manager can create a test plan. Because testing starts after a feature is developed, the test manager can link both of the plans to check status of the features.

Before you begin

You must configure the servers that contain the development and test plans so that the servers can communicate. For more information, see Configuring the server.

Procedure

  1. In the Plan editor, click the Links tab.
  2. Click the down arrow next to Add Link icon (Add link), and select Tested by Test Plan.
  3. In the Add Link window:
    1. Select the project area to link to.
    2. Select Link to existing or Create New.
    3. Click OK.
  4. In the Select Test Plan window, select the check box of the plan to link to, and click OK.
    Tip: To search for a plan, type the plan name in the Type Filter Text field in the upper, right corner of the window.
  5. Click Save.

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