Setting up requirements for planning

Before you can plan your requirements to different releases, you must configure a few views and attributes and complete the setup process. The first time you open a view in the Plan menu, the setup opens automatically.

Procedure

  1. Create the following views and make sure that they are set to be displayed in the Plan menu:
    • A view that contains the following attributes. The first two attributes can be either visible or editable, but the last two must be editable.
      • An Integer attribute that specifies the time required to implement the requirement.
      • A Link attribute that specifies the type of skill needed to implement the requirement
      • A Link attribute that specifies to which release the requirement is allocated. You define releases in the Releases module.
      • A Link attribute that specifies the resource to which the requirement is assigned.
    • A view of releases that includes at least one release from the Releases module
    • A view of resources that includes at least one member or folder from Members module. This view must have an Integer attribute that specifies the number of hours per week that the resource is available. After you complete the setup to plan your requirements, update this attribute for all the members that are selected by the resource view. You can use folders in the Members module as resources.
    The requirements do not need to have a resource type, and the resources do not need to have skills. Any resource can implement requirements that do not have skills; a resource that does not have a Skill attribute can implement any requirement. None of the views that are used for planning can contain view rules that refer to the current user.
  2. Optional: Define skills for your resources in the Resource Types module. To set a skill for your requirements, use the Link attribute that you created in step 1.
  3. Set up the Criteria attribute in the view that contains the requirements. The value of this attribute determines the set of criteria used when you display the view in a stacked bar chart. When you plan your requirements, they are ranked. The more closely the requirement fulfills a criterion, the higher the requirement is ranked.
    • If the value is set to a specific criterion, only that criterion is included in the chart.
    • If the value is set to a view of criteria, all criteria in that view are included in the chart.
    • If you do not set the value, all the criteria in the Criteria module are included.
  4. Run the setup:
    1. Click Plan and select the view to plan.
    2. Select the release and resource views and click Next.
    3. Select which attributes to use for releases and resources.
    4. Click OK. The settings are updated. To edit the settings, in the Plan toolbar, click the Release Planner Settings icon Release Planner Settings icon

What to do next

For all members that are selected by the resource view that you created in step 1, update the Integer attribute to specify the availability of resources. Then, begin to plan your requirements.

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