Configuring general planning attributes

Before you begin

Note: Some of the attribute types that are supported in work items are not supported in plans. For example, List Types are not supported, such as Contributor List, Team Area List, Process Area List, Project Area List, Work Item List, and Item List. If a specific attribute type is not supported in plans, you cannot add the attribute in the Attribute Mapping section.

About this task

When you customize work items by adding attributes, you must configure the attributes to display in the plan. First, you add the attributes in the process configuration, and then you can add the column to the plan view.

Procedure

  1. In the web client, click your project area and your project opens in a new page.
  2. Click Planning > General.
    1. In the Estimate Attributes field, you can select how to track progress on work items. In the Track Progress As field, select
      • Time Spent
      • Time Remaining
      If you want to display the time estimates in hours instead of minutes, click Display Estimate in hours.
    2. In the Currency field, you can define new currencies. In the Available Currencies field, click the + (plus) sign to add a new currency, and type the name of the currency, for example, Canadian. After defining your currencies, you can select your default currency in the Default Currency field.
    3. In the Time Tracking field, you can modify the time tracking-related values. Click Synchronize time spent with time tracking to keep time spent and time tracking synchronized instead of separate. In the Time Codes field, click the + (plus) sign to add new time codes.
    4. In the Work Environment field, you can specify project-wide settings of the work environment, including work hours per day or work days per week. You can also decide whether or not individual users can configure their own settings in their user profile. In the Work Time Per Day field, you can select the number of hours, minutes, and end-of-day values to use in your project. In the Permissions field, click Users cannot modify their own work allocations to prevent users from changing their own work allocations in their user profiles.
    5. In the Work Item Type Categorization field, you can configure plan items from work item types. In the Select plan items: field, select one of the work item types to become plan items:
      • Adoption Item
      • Defect
      • Epic
      • Impediment
      • Retrospective
      • Story
      • Task
      • Track Build Item
      Note: This list of work item types is an example from a Scrum template. Depending on which process template you select, this list may be different.
    6. In the Attribute Mapping field, you can configure a work item attribute as plan attribute. Click Add, and on the Attribute Mapping dialogue, select an attribute, and then click OK. You can see the added field as the first entry in the attribute mapping table.
    7. In the Complexity field, you can choose an attribute that is used to express the complexity of a top-level work item. In the Complexity Attribute field, select one of the available attributes that expresses the complexity for your plan item:
      • Corrected Estimate
      • Estimate
      • Id
      • Maximal
      • Minimal
      • Priority
      • Severity
      • Time Spent
      Note: This complexity attribute list is an example from a Scrum template. Depending on which process template you select, this list may be different.
      In the Abreviation field, type an abbreviation for your compexity value.
    8. In the Activate blocked cards on Kanban and Taskboard views field, you can mark cards as blocked. Click Enable Blocked Cards to enable marking cards as blocked for this project area.
      Note: This activation creates work item custom attributes. You might need to synchronize existing work items.
    9. In the Backlog Iteration field, you can select which iteration is the backlog iteration. Each timeline can have one iteration as the backlog iteration. Work items whose Planned For attribute is set to the backlog iteration appear on the backlog plan. Click Selected Backlog Iteration to select the iteration you want to use as the backlog.
  3. In each of these configurations, you can click Final to make your selection final. Making a configuration final ensures that the configuration that you have set cannot be overridden at lower levels of the project structure. Selecting Final prevents overriding the project configurations in a child project as well as within the same project, for example, in team areas. Click Save.

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