How to Work with PPT

This task describes how to define releases, release scopes and milestones, and how to track release scope status in the Releases module. To learn more about PPT, see PPT Releases Overview.

ALM Editions: Functionality related to PPT is available for ALM Edition only. For information about ALM editions and their functionality, see ALM Editions. To find out what edition of ALM you are using, ask your ALM site administrator.

  1. Define releases

    1. Open the Releases module. On the ALM sidebar, under Management, select Releases. For user interface details on the Releases module, see Releases Module Window.

    2. Create folders. Right-click the Releases root folder and select New Release Folder. To create a sub-folder, right-click a folder and select New Release Folder.

    3. Add releases. Right-click a release folder and select New Release. For user interface details, see New Release/Release Details Dialog Box.

    4. Alternatively, if you are working with a project that is linked to a template project, you can create a release by copying from the template project. Right-click a release folder and select New Release from Template. For user interface details, see New Release From Template Dialog Box.

  2. Define release scope items

    In the releases tree, select a release. Click the Release Scope tab. Add release scope items and define the related requirements, tests, test sets, and defects. For user interface details, see Release Scope Tab.

  3. Define milestones

    1. Add milestones. In the releases tree, right-click a release and select New Milestone. The New Milestone dialog box opens. Define timelines for your milestone. For user interface details, see New Milestone Dialog Box.

    2. Associate release scope items. In the releases tree, select a milestone. Click the Milestone Scope tab. Associate the milestone with release scope items. For user interface details, see Milestone Scope Tab.

    3. Associate KPIs. Click the KPIs tab. Configure related KPIs and set boundaries for performance against those KPIs. For user interface details, see KPI Types.

  4. Analyze progress

    • View scorecard. In the releases tree, select a release. Click the Scorecard tab. View the status and progress of your defined milestones. For user interface details on the Scorecard tab, see Scorecard Tab.

    • View Gantt chart. In the releases tree, select a release. Click the Master Plan tab. For user interface details, see Master Plan Tab.

    • Create PPT graphs. For task details on how to generate graphs, see How to Generate a PPT Graph.