overview

The Admin section of the application is for setting up projects, team members, security, and system defaults. VersionOne can be configured according to an organization's preferences for their unique project hierarchy, member access, display fields, tracking settings, custom fields, terminology, and all of the system’s drop-down list values. Optionally teams can be established for larger, cross functional projects and programs can be defined to roll up and report progress on multiple projects.

V1 Project Administration Step-by-Step

Create Projects (Administrator access required)

Administration pages are used to control the overall access to and structure of the VersionOne application. Access to the administration menu is limited to System Administrator and Project Administrator roles.

• Select Administration in the main menu and click the Projects tab.

• Select Add Child Project to create a new project in the hierarchy. The first project you create will be under System. A project in the hierarchy may represent an organization, a specific system, a release or a summary. Create summary levels in your project hierarchy to allow easy rollups across a number of the above items. A well-defined project hierarchy will include levels that facilitate both the planning and reporting needs of the organization.

• For each project, specify the sprint schedule to be used at some point prior to Sprint Planning. The system will use the length and gap defined at the project level as defaults when new sprints are created. These defaults can always be modified for a particular sprint.

Create Members (System/Member Administrator Access Required)

• Select Administration in the main menu and click the Members tab.

• Select Add Member to create a new user in the system.

• Enter definition, access and default role information for each member. The default role can be overridden when a member is assigned to a specific project. Any user who needs access to the System Administration features must have a default role of System Administrator.

• Members are now created, and may be assigned to projects.

Assign Members to Projects (Administrator Access Required)

• Select Administration in the main menu and click the Members tab.

• Select the Project Assignment page.

• For each member, view the list of currently assigned projects.

• Drag a member up onto a project row to assign the member to the project using the member's default role. When a member is assigned to a project, the member is automatically assigned to all sub-projects below that project in the hierarchy as well.

• To change a member's role for a specific project or modify the potential owners list, see the optional setup step Define Project-Specific Roles below.

• Members have now been assigned to and can access the project. This allows project members to begin adding backlog items, define the sprint schedule, plan releases and sprints, assign tasks, and track progress of the project.

Define Teams (Optional)

• Select Administration in the main menu and click the Teams tab.

• Select Add Team to create a new team.

• The team is now available to be used in one or more projects.

Define Project-Specific Roles

• Select Administration in the main menu and click the Project Roles tab.

• Expand the project hierarchy to find the project level where a change is needed.

• Select Manage to define a project-specific role for a member.

• View each member's current access under the Project Role column. The Project Role may be referencing a role explicitly set for the project or a role inherited from a higher level project. Set a project-specific role for the member to explicitly set the access rights within the selected project (and any sub-projects in the hierarchy).

• Use the checkbox when assigning a role to specify whether the members should show up as a potential owner when workitems are being assigned to team members on the project.

Create Programs(Optional)

• Select Administration in the main menu and click the Programs tab.

• Select Add Program to create a new program.

• Select Manage Projects to add projects to the program.

Configure List Types (System Administrator Access Required)

• Select Administration in the main menu and click the List Types tab.

• Drill down on the appropriate list type to view existing list values, or simply enter the appropriate list values by selecting Add Value.

• Select Edit (List Value) to update existing list values.

• Select Delete (List Value) to delete existing list values.

Adding Custom Fields (Optional)

• Select Administration in the main menu and click the Custom Fields tab.

• Create a new field under the appropriate VersionOne asset by selecting Add Fields.

• Click the Publish button to make the attribute available in the application. Unpublished fields are denoted as such in the Display Name column.

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