User's Guide. ver RSRicksoft.

Transcription

1 User's Guide ver RSRicksoft

2 Table of Contents Chapter 1 To begin with Terms and Concept Ticket "Phase" Tickets Ticket's Parent-Child relationship Current Plan and Baseline (Standard Plan) Recommended Environment...4 Chapter 2 Basic Operation Displaying WBS Gantt Chart Displaying WBS Gantt Chart Displaying WBS Gantt Chart Displaying WBS Gantt Chart Changing the period of time for display Changing the sort order of WBS Changing the view of column Changing the default view...12 Chapter 3 Analyzing Viewing task delays Viewing the difference between Gantt Bar and Baseline Viewing the progress of tickets Viewing Parent-Child structure of tasks Viewing Dependency of Tickets...16 Chapter 4 Editing Changing Plans Baselining tickets Changing WBS Checking Edits Creating Dependency between tickets Deleting Dependency Creating Tickets Creating Tickets Creating Child Tickets Creating Child Tickets Deleting Tickets...24 Chapter 5 Inquiries

3 To begin with Chapter 1 To begin with 1. 1 Terms and Concept Ticket A ticket is the same as one in JIRA issue or a ticket in the ticket-driven development*. Generally, a ticket has and displays information need to be shared in a team such as, a reporter, status, log work, knowledge. WBS Gantt Chart stratifies tickets to manage mainly when, who, what and to share information. * "Phase" Tickets Phase ticket (more precisely, Issue Type ) are newly created after WBS Gantt Chart of JIRA is installed in JIRA. Phase tickets literally specify each task phase of Plan -> Specification Definition -> Design -> Implementation -> Test -> Release from the start of a project to the end of it. 2

4 Chapter Ticket's Parent-Child relationship There are many tasks within a project phase. For example, in a project plan, planning and planning review are included. As shown in the image below, it is possible to create a child ticket of 1. Project Planning as 1.1 Planning or 1.2 Planning Review and display clearly and hierarchically the tickets in WBS Gantt Chart Current Plan and Baseline As a project proceeds, its plan is updated. Consequently, from the beginning to the end of the project, there would be several plans. Among those plans, the newest plan is called the current plan. Also, a plan agreed with an involved party, or a plan approved by a project owner is called a baseline plan, and in this guideline, it is simply specified as a baseline. It is very rare for a current plan matched a baseline, and WBS Gantt Chart for JIRA expresses a plan as a bar, a current plan as an upper blue bar, and a baseline as a lower yellow bar. 3

5 To begin with 1. 2 Recommended Environment Recommended browsers for a client are the following. Chrome 25 or later FireFox 19 or later Internet Explorer 8 or later In a case of the display resolution level other than 100%, the display may not appear properly. 4

6 Chapter 2 Chapter 2 Basic Operation 2. 1 Displaying WBS Gantt Chart -1 To display WBS Gantt Chart in JIRA, WBS Gantt Chart menu button of the top navigation bar is used. Select one to display from the drop down list of Current WBS Gantt Chart, Filter, Current Project. "Filter" shows "Assigned to Me (Unresolved)" and favorite filters. 5

7 Basic Operation When there are more than 5 items displayed in filters or recent projects, the 6th item and further items will not be displayed, instead, more... menu is shown. When more... is selected, a list view of filters and recent projects will be displayed in the screen. Select a filter or a project by clicking a link, WBS Gantt Chart will appear. 6

8 Chapter 2 Displaying WBS Gantt Chart -2 You can also display WBS Gantt Chart by entering URL directly in the address bar of a browser. URL format would be: [JIRA URL]/secure/WBSGanttMain.jspa?filter= filter value Filter Type Filter Value Assign to Me(unresolved) -1 Filter filter ID Project PROJ_PROJECT KEY When accessing URL without JIRA log-in, you will be redirected to the log-in screen. To display Assign to Me (unresoved) (tickets), * In a case of JIRA running in the URL in the address bar shows -1 right after the filter and Assigned to Me (unresoved) will be displayed as the screenshot below. 7

9 Basic Operation To display a specified filter *In a case of JIRA running in and a selected filter is displayed in the screen in JIRA and it is also shown in WBS Gantt Chart as in the screenshots below. To display a specified project *In a case of JIRA running in PROJ_PROJECT KEY is indicated right after filter in the URL 8

10 Chapter Displaying WBS Gantt Chart -3 WBS Gantt Chart can be displayed from a project screen. Click WBSGantt link in the list of Overview link and click Browse this project in WBSGantt Displaying WBS Gantt Chart -4 WBS Gantt Chart can also be displayed from an issue detail screen. Click the link of Browse this issue in WBSGantt in an issue detail screen. 9

11 Basic Operation Then, notice that the selected issue is highlighted in WBS Gannt Chart screen as in the below screenshot) 2. 4 Changing the period of time for display To change the period of time for display, Move and View are the places to be edited. 10

12 Chapter Changing the sort order of WBS To change the sort order of WBS, click the header of an item to be re-sorted. One click sorts the list in ascending order, and two clicks resorts the list in descending order. *The sorting order will change within the same parent ticket Changing the view of column To adjust the width of a column, drag the right edge of a column. Also, to hide a column, un-check the column sub menu of the header menu. The adjust of a column, such as the width and show/hide setting is saved in the server. At the next log-in, the last view will be restored. 11

13 Basic Operation 2. 7 Changing the default view The default view can be configured in WBSGantt Preferences screen of User Preferences in the drop down list of WBS Gantt button on the header menu. Item Default View Sort View Description Configure the view preference when default view, filter, or project is changed. Configure an item to be sorted and sorting order Configure view units of Gantt Chart If Restore the last view is checked, not only the view unit and sort, but also ticket view and display start date are also restored. * In a case of Display according to the settings below, the ticket view and display start date are not restored. 12

14 Chapter 3 Chapter 3 Analyzing 3. 1 Viewing task delays Warning icons become very handy to see if tickets has started as planned. If! is on the left side of the WBS, that means there is some sort of news. Warnig Green Yellow Red Description 3 days prior to the start date has not started yet even after the planned start date has not completed yet even after the planned end date 13

15 Analyzing Clicking a warning icon will jump to the corresponding Gantt bar Viewing the difference between Gantt Bar and Baseline Look at the two Gantt bars displayed in a ticket. The upper bar indicates a current plan, and the lower one specifies a baseline. A discrepancy between these two Gantt bars explains about the difference between the current plan and baseline. 14

16 Chapter Viewing the progress of tickets For a project and a version, you can see a progress rate of the WBS part. Progress rate of a project and a version is; The number of resolved (and the deadline is specified) tickets the number of all tickets x 100 Tickets progress rates can be checked in Gantt bar in addition to the WBS part. If the right edge of a progress bar within a Gantt bar is the left to the vertical dashed line of the current date, that means the task is behind. On the other hand, if the right edge is the right to the dot-line of the current date, the task is ahead of the original plan. 15

17 Analyzing 3. 4 Viewing Parent-Child structure of tasks WBS part of hierarchical structure is applied to tickets parent-child structure. Ticket displayed in gray, (parent-child structure is prioritized to be shown) indicates that there is no direct relation between the gray tickets and the version displayed in an upper hierarchy Viewing Dependency of Tickets You can also check dependency of tickets. Look at a pink arrow shown between the Gantt bars. When there is a pink arrow from a predecessor ticket toward a successor one, it is indicating that the successor ticket is depended on by the predecessor ticket. 16

18 Chapter 4 Chapter 4 Editing 4. 1 Changing Plans To change a plan, there are two ways. One is to edit Start Date of WBS part, and the other is to edit End Date. The other way to change a plan is to drag a Gantt bar by moving, stretching or contracting. 17

19 Editing In changing a plan, holidays are taken into consideration. When only one project is displayed in WBS Gantt Chart, and its calendar is configured, holidays will be displayed in green background. Other than that, the common calendar is displayed in gray background. As a supplementary feature for changing plans, you can change plans of successor tickets by editing predecessor tickets. Check Cascade changes in the Edit item on the header menu, and edit Start Date and End Date. 18

20 Chapter 4 As a supplementary feature for changing plans, you can edit Start Date and End Date of a parent ticket so that the Start Date and End Date of its child ticket will fit within the period of time for the parent ticket. Check Recalculate parents in the Edit of the header menu, and edit Start Date and End Date Baselining tickets You can baseline or recursively baseline tickets by checking a box of Baseline or Baseline recursively in the contextual menu. A current plan is copied onto the baseline ticket. *We recommend that Baselines be plans agreed by involved parties or a project owner. 19

21 Editing 4. 3 Changing WBS Ticket Name, Assignee, Priority and Progress Rate are editable. Either clicking an item you would like to edit, or selecting Edit Name from the contextual menu, in the case of Ticket Name, enables WBS to be in edit mode Checking Edits WBS you have just edited, needs one more action otherwise the WBS change would not be completed. Click Save in the Edit of the header menu. 20

22 Chapter Creating Dependency between tickets Dragging the right edge of one ticket to the left edge of another ticket, creates a dependency between two tickets. A dependency can not be created if tickets have parent-child relationship or the two tickets are identical Deleting Dependency Select Delete Dependency from the contextual menu (right click menu) and choose a dependency to delete. 21

23 Editing 4. 7 Creating Tickets 1 Tickets can be created by copying existing ones. Select Copy from the contextual (right-click) menu of a ticket. A ticket is created with the same parent and issue type as the original ticket Creating Tickets 2 Another way to create a ticket is to select Create ticket from the contextual (right-click) menu of Project/Version/Ticket item. With the selected issue type, a ticket is created under either the selected project or the version. 22

24 Chapter Creating Child Tickets 1 To create a child ticket, select Create child ticket from the contextual (right-click) menu of a ticket. A child ticket will be created with the selected issue type Creating Child Tickets 2 A child ticket can also be created from the Issue Navigator (detail) screen of JIRA. As shown in the screenshot below, you can create a task by clicking one of the links (Create Task, More->Create Subtask, Create child ticket (task)). It will be a child ticket on WBS Gantt Chart. *These links can be hidden by an administrator (a project leader). 23

25 Editing Deleting Tickets In order to delete a ticket, select Delete from the contextual (right-click) menu of a ticket. If a ticket has child tickets, you need to choose either deleting them or not. If selecting Yes, child tickets will be deleted with the parent ticket. If selecting No, the only selected ticket will be deleted. In this case, child tickets will be hidden temporarily, so please reload the page. 24

26 Chapter 5 Chapter 5 Inquiries For more details, please visit our website. If you have questions, or inquiries, please obtain a support ticket in the URL below. For purchases, please go to Atlassian Marketplace below. Ricksoft Inc. sales@ricksoft.jp URL : 25