Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Agile MOD009E3H

Introduction

  • Planning → Projects panel → Click on the ID of the required project → Project panel → Agile

Alternative Introduction

Alternative Introduction

  • There are several ways to access the desired planning object or portfolio panel and its associated modules:

    • via Quick Access in the user menu (My Objects and Favorites)

    • via the Global Search function in the user menu (Direct Entry)

    • via links on planning objects or portfolios in various modules


Information

  • In this module all agile activities are created for existing project tasks, and the already existing agile views are opened and managed.

    • When clicking on a task with agile activities, it is opened in a separate agile view.

    • There, the agile activities for this task can be viewed or edited.

The Agile module is only available, if the value “hybrid” is chosen for the planning method parameter in the Project Core Data module.

Create Agile Activities

Procedure

  • Click on the New Activity button in the action bar to create a new agile activity as a part of a task.

  • In the opened dialog box, choose the required task from the Task list box.

  • Enter the activity title in the Title field.

  • Save.

Note

  • In existing agile views, a new activity can also be created using the plus button at the top area or the Add Task button at the bottom area of a list.

Details

  • The task with the agile activity opens in a separate agile view.

    • Initially, the new agile activity opens automatically.

    • New agile activities are assigned the status "Pending" by default and are automatically displayed in the list of the same name.

    • The agile modification of this activity (and consequently this task) takes place in this view.

    • The agile view carries the title of the associated task.

Users without modification rights can only select tasks in the Task listbox to which they are assigned as a resource,.

Create Agile Activities in the Schedule

Procedure

  • Position the cursor on the record of the required task.

  • Open the context menu by clicking the Quick Access button.

  • In the context menu, choose the Create Activity option.

Agile Editing of an Activity/a Task.

Information

  • Tasks with agile activities are displayed and edited in a separate agile view.

Details

  • A newly created agile view is displayed in Kanban form by default.

  • The View button in the action bar can be used to switch between three display forms of the view:

    • Kanban view

    • Calendar view

      • Activities must be given a start and/or due date to be displayed in this display form.

    • Tabular view

  • By clicking the sidebar.png Show/Hide Sidebar button in the action bar, a sidebar is displayed. There,

    • the resources assigned to the task are displayed together with their respective project role,

    • user-defined fields and labels for detail views are created, displayed, and managed,

    • available actions (e. g. Delete Agile View) as well as

    • a history of all events within the agile view are displayed.

  • The view title can be adjusted using the Ansichtstitel.png Edit View Title button in the action bar.

  • New agile activities initially are assigned the status "Pending" and are automatically displayed in the list of the same name.

    • Custom statuses can be created in the project settings.

All agile views a user is authorized to access, are displayed project-wide in the My Agile Views module.

Detail View for Agile Views

Information

  • Within an agile view, activities are displayed individually, independent from the display form of the view.

  • The status of an activity always corresponds to the list in which that activity is displayed.

  • Activities are moved back and forth between the lists using drag and drop.

    • The status of an activity is automatically adjusted when it is moved.

  • By clicking on an activity the detail view is opened.

    • The activity is edited in the detail view.

  • Activities that are marked as “Completed” in the detail view are grayed out.

Details

  • In the detail view for an agile activity, you can

    • assign members and labels,

    • set the start and due date,

    • add a description of the activity,

    • fill in user-defined fields, and

    • create checklists.

  • The following tabs are available in the bottom area of the detail view:

    • Under the Feed tab, the history of all events within the individual Activity is displayed.

    • Under the Comments tab, comments are written and viewed.

When assigning members, only resources that are assigned to the task are offered. Users with modification rights can additionally choose more users. These are automatically assigned to the task as a resource.

Delete Agile View

Procedure

  • Unhide the sidebar by clicking on the sidebar.png Show/Hide Sidebar button in the action bar.

  • Open the Actions section.

  • Click on the Delete Agile View button.

    • Views with existing activities cannot be deleted.

Authorizations

Information

  • Rights in the Agile module are based on the logged-in user's rights in the respective project. There are no separate memberships for agile views or activities.

  • Three user groups are distinguished:

    • Users With Modification Rights: Multi-project manager, project manager and stakeholder with modification rights for the project.

    • Task Resources: Users who are assigned to the respective task as a resource.

    • Other Users: Users who may view the project but not modify it.

Details

Action

Users With Modification Rights

Task Resource

Other Users

View Agile Views and Activities

X

X

X

View Project Settings

X

X

X

Edit Project Settings

X

–

–

Create Agile Activities and Views

X

only for assigned tasks

–

Edit and Delete Agile Activities and Tasks

X

only for assigned tasks

–

Assign Assigned Resources as Members

X

X

–

Assign More Users as Members

X

–

–

Agile activities from tasks to which the user is not assigned are displayed as output fields and cannot be edited.

Project Settings

Information

  • The project settings are opened in a separate view and managed, by clicking on the button with the same name in the action bar.

  • In the project settings, statuses, labels, and user-defined fields are created and managed.

  • The project settings can be viewed by all users that are authorized to view the project.

    • They can only be edited by users with modification rights.

Status

Details

  • Statuses in the agile view are displayed in list form.

    • The default statuses are "Pending", "In Progress", and "Completed".

  • Different field types are used for the user-defined fields, e.g. text, number, URL, or dropdown.

    • Only user-defined fields with the Active checkbox selected are also displayed in the Activity detail views.