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Planning in the Web UI with Rational Team Concert 2.0

Summary

You can do Work Item planning using the Web user interface in Rational Team Concert 2.0. This article gives a brief walk through of the agile planning Web UI and shows how to do planning in the Web UI.


Introduction

The agile planning component provides a web user interface for agile plans. This interface can be shown within a web browser and does not require you to install any additional software. The web interface aims to be as powerful as the eclipse user interface.

With this user interface you can:

  • Create, view and delete agile plans
  • Create, view and edit work items inside a plan
  • Create, view, delete and edit wiki pages
  • Create, configure and define plan modes
  • Configure work location and work day for a user
  • Configure work assignments for a user
  • Manage absences of a user

Prerequisites

We strongly recommend to first read the following document:

This document also assumes that a Jazz server has been set up and you have access to it. Because work items exist only in the context of a Project Area, you have to connect to an existing Project Area before creating any work items. You can use the Rational Team Concert JUnit Example Project wizard to create a sample database. To do so follow the steps in the Setting up the Rational Team Concert JUnit Example Project. The terminology used in this document is Scrum based and might be different for projects based on a process other than Scrum. See Getting Started with Agile Planning for the terminology used in non Scrum projects.

Browsing Plans

To start browsing plans, go to the Plans site of the Rational Team Concert web page. The page initially loads an overview of all current plans.

Use the links in the left navigation section to show your relevant plans or to get an overview about all available plans. If you like to come back to a plan, you can use the links in the Recently Viewed navigation section to quickly reopen it. As an alternative, you can also use the search box in the top-left corner of the Plans page to find plans containing certain text in its name or associated iteration.

Iteration Plans Page

To open a plan click the name of the plan.

You can delete, create, and edit plans on the Plans page. To delete or edit a plan invoke the corresponding action shown next to the plans name when you move your mouse over the plan row.

Creating a Plan

To create a new plan invoke the Create Plan action on the Plans page. A new page opens which allows to define all attributes of a plan including the name of the plan and the plan type.

Iteration Plans Page

Press Save to create the new plan. The new plan opens in the plan web editor.

Using the Plan Editor

Plans are displayed in a web-based editor. The editor allows to access the Overview page, the Planned Items page and, depending on your user license and Jazz server edition used, the Charts page.

The Overview page of a plan is a wiki page shown per default for all plans. The page could contain context information like important dates or high level dependencies to other components. It shows the same content as in the Rational Team Concert development environment.

The Planned Items page lists the work items planned for the associated iteration. The Planned Items page in the web user interface follows its counterpart in the Ration Team Concert development environment.

Editing Wiki Pages

To edit a wiki page, for example the overview page, invoke the Edit Page action (the pencil). A text field appears. Use the text field to enter the text in wiki syntax.

Iteration Plans Page

Press Save to store the new content on the server.

To create a new wiki page invoke the Create Page action in the top right corner of the plan editor.

Editing Planned Items

To edit the planned items open the Planned Items page of a plan. On this page you can see all the work items which are part of the plan. Which items belong to a plan depends on the plan type. For example a Sprint Backlog plan will show all items which are planned for an iteration and assigned to a team: The JUnit Team and the sprint 4.4 s2 in the example below.

Iteration Plan

Use the View As drop down to change the way the plan editor presents the planed items to you. To see, for example, the state of all work items at a glance switch to the Developer's Taskboard mode.

Iteration Plan

There are several ways to edit a work item on the plan:

  • Open the work item in the work item editor by clicking on the name or id of the work item.
  • Edit the work item in an inline editor by invoking the Edit action (the pencil shown when moving the mouse over a work item).
  • Use a drop down menu on (most) work item attributes to change that attribute: To change the priority of a work item click the priority and choose another value from the drop down menu.
  • Use drag and drop to move work items around on the plan. To change the owner of a work item you can drop a work item onto another user, or you can make a task a child of a story by dropping the task onto the story.

You can also add new work items directly to the plan. The new work item will be initialized such that it will become part of the plan. For example, an item added to the JUnit Sprint Backlog plan will be assigned to the JUnit team and be planned for the 4.4 s2 iteration. To add a work item invoke either the Insert Work Item action in the tool bar or on a existing work item. Adding a work item through the tool bar will add it to the first group in the plan. Adding it through an existing work item will make sure, that the new work item will become a sibling of the existing work item.

If you don't like to use drag and drop you can also choose to use a context menu. To activate the context menu invoke the Edit Plan action in the tool bar. A check box and a little arrow icon will be added to each element in the plan. You can use the check boxes to select elements. When clicking on the little arrow the context menu will be opened. To move an item from Bill to Jason, check the check box of the item, then open Jason's context menu and invoke the Move Selected Element Into action.

Iteration Plan

Edit Plan Modes

The Planned Items tab can be used to manage plan modes. To edit the current plan mode invoke the Edit View action in the tool bar. You can change all aspects of a plan mode, including the layout and colorizing. To copy a plan mode invoke the Copy View action, to delete a plan mode invoke the Delete View action available from the tool bar.

Iteration Plan

Edit Work Resources

Last but not least: the Web UI allows to configure work resources. If you have administrator privileges you can define, for each user, how many hours the user works in which team, and you can manage absences of a user. This is essential for the plan to calculate progress and to do planning risk assessment.

If you are not an administrator you can define this for yourself only. To do so click your user name in the top right corner to open your User Editor. You can configure your work assignments and your work day on the Work Environment tab. To manage your absences open the Scheduled Absences tab.

Iteration Plan
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