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Member Planning

This feature is available in Enterprise and Ultimate editions.

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On the Member Planning page you can see a roll up of all the work in the current sprint according to each team member who is responsible for it. This allows the team to scan the work allocation total for each member, determine if anyone is overloaded or under-loaded and easily reassign work if needed.

  • In the Iteration/Sprint Summary section, you can compare the rollup values of the current sprint's contents with that of the last closed sprint.

  • The Members section lists the workitems assigned to each team member within the sprint, along with Capacity, Detail Estimate, and To Do values.

  • In the No Owners section, you can also see the items that have not yet been assigned to a team member.

If team members are pairing on a task or other item and it is assigned to two owners, that task will show up under each of the owners. Customize the grid to view the Allocated versions of the Detail Estimate and To Do columns instead of the default columns. The Allocated columns factor in the pairing, allowing you to see appropriate rollup totals for each member.

Accessing Member Planning

To access Member Planning page, select Sprint Planning from the main menu, and then select Member Planning.

Expert Tip

The grid at the bottom of the page can be used by teams who work in a queue structure. Once a team member completes a workitem, the member can view this list to find the next available workitem, assign it to themselves, and begin work on it.

Assigning a Workitem to a Member

  1. Go to Sprint Planning > Member Planning.

  2. Scroll down to the No Owners section of the page, and then double-click on a row to make it editable.

  3. Place your cursor in the Owners look up field, and then select a name from the list.

    •  If the member's name is not displayed, type 3 characters in their name to see a list of matching names.

  4. Repeat Step 2 to add the remaining owners.

  5. Click Save

If a member's name does not display in the Members grid, make sure their Project Role has write access to the project and the Owner List checkbox is selected.

  1. Go to Administration > Members > Project Roles.

  2. Click the Manage button next to the member's name.

  3. Select the project role, and then select the check box next to the New Project Role/Owner List.

Reassigning a Workitem to Another Member

  1. Go to Sprint Planning > Member Planning.

  2. In the Members grid, click on the + symbol next to the member's name to see the list of workitems assigned to them.

  3. Locate the workitem you want to reassign, and then double-click on a row to make it editable.

  4. Place your cursor in the Owners field, and then click on the next to each team member's name.

  5. While still in the Owners field, select a new name from the list. 

    •  If the member's name is not displayed, type 3 characters in their name to see a list of matching names.

  6. Repeat Step 2 to add the remaining owners.

  7. Click Save

Unassigning/Removing an Owner from a Workitem

Unassigning a workitem does two things. First, it removes the workitem from the member's work queue. Second, it places the workitem back in the No Owners grid with a status of "Unassigned".

  1. In the Members grid, click on the + symbol next to the member's name to see the list of workitems assigned to them.

  2. Locate the workitem you want to unassign, and then double-click on a row to make it editable.

  3. Place your cursor in the Owners field, and then click on the x next to each team member's name.

  4. Click Save

As of Version 14.0, the Owners drop-down list has been replaced with by a member lookup list.

Viewing Work Items with Multiple Owners

To view workitems assigned to multiple owners, display the "Allocated columns in the grid. See Customizing Your Grid View. This divides the Detail Estimate and/or remaining To Do amounts by the number of owners, showing a more accurate picture of each person's workload.

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