Prerequisites
Read the following documents:
The following steps are covered in the tool mentor:
-
Create Iteration Plan
-
Prioritize work items
-
Define the iteration objectives
-
Commit work to the iteration
Create Iteration Plan
The RTC process template contains a development-line specification. You can create one or
more iteration under each of these phases using the Project Area Editor . Under each iteration, you can create the iteration plan
by following the steps described in this document: https://jazz.net/learn/LearnItem.jsp?href=content/docs/iteration-planning/index.html.
Once you have created the iteration plan you can start editing the Overview page by switching
the into edit mode ( ). We recommend documenting the following information following the Iteration Plan outline.
-
High-level objectives
-
Evaluation Criteria
-
Assessment: this section will be used during iteration assessment.
Prioritize work items
Note: It is recommended in Task: Plan Iteration that the team and stakeholders should collaborate on
performing this step.
-
List the Open work items by running a Work Item Query. (Find details on defining
and running this query in "Plan a project with RTC" tool mentor, under "Determine project size and scope".)
-
Double-click a work item to bring it up in the Work Item Editor.
-
Consider what has changed since the last iteration, such as new change requests, shifting priorities of your
stakeholders, or new risks that have been identified. Enter a priority for the work item in the
Priority field. Note: the levels of priority are defined in the Process Template.
-
Identify the work items related to activities or tasks documented in the Process which your project is
applying (for example OpenUP). Revisit the Process documentation and review the work recommended here for your
particular iteration. It might provide you with pointers for which activities or tasks you should perform next and
which are missing from the work items list. You can navigate to the Process from within your Jazz environment by
opening your Project Area (right-click -> Open) and then clicking on the
Process link in the Process Description section.
Refine project plan
Depending on the results from the previous iteration assessment the Project Manager may need to revise the Project
Plan. Find more details about this step in Task: Plan Iteration and about how to manage your project plan in "Plan a
Project with Rational Team Concert (RTC)" tool mentor.
Define the iteration objectives
-
Depending on the revision of the project in the refine project plan step, update the iteration objectives with the
team and document them in the associated iteration plan by editing the Overview page using
the Iteration Plan Editor. See the detail on how to edit the Iteration Plan
Overview page in "Editing Iteration Plan Overview" on https://jazz.net/learn/LearnItem.jsp?href=content/docs/client-tour/index.html
At this step, you can extract the work item from the iteration objectives by follow the following steps. Extracting
the work item from the iteration plan will help you trace between the iteration objectives
and their tasks.
-
Selecting Edit Mode Icon (
) on the top right of the Iteration Plan Editor
-
Highlighting on the work or sentences in the Overview page which do you want to extract
the work item and Right-clicking
-
Selecting the New -> Work Item or press Ctrl+J
-
A new work item will be created. Enter the work items information such as description, priority and
estimation.
-
Clicking on Save icon or Ctrl+S to save the work item
-
List the Open work items and open work items in the Work Item Editor.
-
Based on the current plan and the work items priority, assign iterations to each work item by selecting the
appropriate iteration under Planned For field.
-
If work items are too large and cannot be implemented within one iteration, you may need to split them. There are
two ways to accomplish this:
-
Create sub work items below the large work item. (See details in the following step.)
-
Replace the large work item with two or more work items.
Commit work to the iteration
-
Open the Iteration Plan Editor.
-
Select the Planned Items tab. The work items will be listed and group by the team member. All the
work items that have not been assigned to someone so far can be located under
Unassigned.
-
Review priority of the work items in the Planned Items page that corresponds to the iteration
objectives provided on the overview page.
-
If work items are too large or cannot be implement within one iteration, the team may split the work items
into sub-work items by doing the following:
-
-
Select the task that you want to split and create a new task below by right-clicking the work item and
selecting Add Work Item -> Task.
-
Type Tab to demote the new task to a sub-task.
-
Enter task name and description in the Work Item Editor.
-
The new task will be shown under the work item.
-
Open the task by clicking on its number and enter a priority and an effort estimate in the
Priority field and the Estimation field. To calculate the overall estimation
effort, use Agile Estimation. The effort calculation could be performed using a
seperate spreadsheet.
-
Team members decide on the work items that they want to work on by following these steps:
-
Open the Iteration Plan Editor.
-
Select the Planned Items tab on the Iteration Plan Editor
-
Drag the work item from Unassigned to the name of the team member who will be
responsible for this work item.
Review risks
-
In the Team Artifacts View, list the risk items by running the All
Risks query in the Work Items/Shared Queries/Predefined folder.
-
All risks will be listed in Work Items View independent of their status.
-
Review the risk items and re-prioritize as necessary.
-
For each risk item, visit the tasks that are related to a risk by clicking on the link under Quick
Information filed or clicking on the link under Links tab. Check the status of the tasks
and re-prioritize them if necessary.
-
If the team identifies new risk items, record them by creating new work items and assigning work item type as
Risk.
|