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This guide describes the initial steps necessary to configure a new installation
of VersionOne Enterprise and begin entering a backlog in a project.
Step 1. Create a Project
A project in the tree may represent an organization, a specific system, a release
or a summary. You can create summary levels in your project hierarchy to allow easy
rollups across multiple levels in the tree. A well-defined project hierarchy will
include levels that facilitate both the planning and reporting needs of the organization
- Login to VersionOne as admin/admin.
- Select the Admin tab in the upper right corner of the application. The first project
you create will be under System (All Projects).
- Click the Projects tab.
- Select Add Child Project.
- In the Project creation window, enter the project name, begin date and end date.
- Keep this window open for Step 2.
Step 2. Add a Sprint (Iteration) Schedule
A sprint schedule is a series of sequential sprints. Each sprint defines a time
period in which the team will be working on the project, typically 2-4 weeks in
length. Sprint schedules can be shared across projects or can be defined uniquely
for the project when it is created. Sharing sprint schedules allows rollup reporting
along sprint lines for values such as velocity and can be helpful where an entire
group (such as an organization) all uses the same schedule.
- From the Project creation window, click on the magnifying glass icon to create and
add a sprint schedule.
- Choose Add Sprint Schedule from the action menu.
- Enter the title of the schedule and the default sprint length gap for each sprint.
- The default sprint length is 14 days with a gap of zero, indicating that sprints
will run back-to-back.
- Select OK from the action menu at the top right of this window to accept the defaults
and to save the new schedule
- On the Select Sprint Schedule window, add the sprint schedule you just created.
- Click OK to Save & Close.
- Keep this window open for Step 2
Additional Considerations
At this point, you have created a single Project and Sprint
Schedule. In Enterprise, you can create a Project tree to be as wide or as deep
as necessary. For more in-depth information on creating and managing the project
tree, see the Administration video on
Project and Programs video. To
learn more about sprint schedules, see the Administration video on
Sprint Schedules.
Step 3. Add Members
A member requires a username and password to log in to the system. Project Access
(assigned in Step 4) is required to be able to enter a backlog. A member's role
on a project determines which project assets they are allowed to create, view, and
modify
- Click on the Member's page from the Admin tab to access the Members repository.
- Select the Add Member button from the action menu at the top right of the Title
Bar
- To allow the member to log on, enter a username and password.
- Now select a default role for the new member. The default role is part of the member
record and is used for 2 purposes: 1) to serve as the default when the member is
added to a project, and 2) to determine access to admin features such as system
configuration. So, if a member needs access to admin features, make sure the default
role is set appropriately for the required access. Roles are listed in order of
greatest access to least access in the dropdown.
- Once all of the member information has been entered, save the record by clicking
the OK & New button, which will save this record and present a new Member record
window to continue adding new members.
- After the last member has been entered, click OK to save and close the window.
- The Members page will now display the list of all members in the system.
At this point, Members have now been provided with access to the Enterprise application
but cannot yet access any projects. In the next step, members will be assigned to
the project.
Additional Roles & Security Considerations
There are four important factors to consider
when assigning roles:
- Roles determine which project artifacts a member can view and manipulate.
- Default Role determines the member's role when using drag and drop to assign
members to a project.
- Roles assigned to a project are inherited by all child projects
- At any level in the hierarchy a member's role can be adjusted to grant or revoke
privileges (See Help under Administration > Roles & Project Membership for more
information.)
Step 4. Assign Members to Project
In this step, you'll grant member's access to the projects on which they will be
working. From the Project Assignment page under the Members tab, there are two grids:
the top displays the project tree and the lower grid displays the member list.
- Select the Expand All icon to display the project in the tree.
- To add members to the project, drag and drop members from the lower grid 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 verify the members that have been assigned to the project, review the Project
Membership column in the member's grid at the bottom.
At this point, you can communicate the login information to each member and let
them access the system to begin adding project backlog and planning their project.
Additional Considerations
To assign project-specific roles that differ from the
member's default role, use the Members > Project Assignment page.
Step 5. Create Backlog Items
Use the Backlog Item and Defect Planning page to define and manage the backlog items
and defects for a project. This view allows you to enter, edit, filter, sort, categorize
and rank your backlog.
- Select the Product Planning tab in the main menu and click Backlog Item and Defects.
- Select the appropriate project in the My Projects dropdown in the left nav area.
- Select Add Backlog Item to begin creating the backlog. The minimum information that
is needed to define new backlog items includes the Title and the Project to which
the item is assigned.
- Click OK & New to save the current item and enter another.
- When you have entered the last backlog item, click OK to return to the Backlog Items
and Defects page.
- If you have already defined your backlog elsewhere, you can use Excel Import to
import story, task or test data stored in an Excel spreadsheet. Download an Excel
template from the Import page and load your existing data into the template to get
started.
Where to Go from Here
For additional information about building the product
backlog, please view the
Product Planning video. You may also want to refer to these resources for more information
about using Enterprise:
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