Project management flow

ALM Octane offers a project management solution that lets you plan, execute and track projects throughout your development lifecycle:

  • Define release timelines, teams, and workflow.

  • Create the product backlog, prioritize it, assign backlog items, and track the development process.

  • Use the dashboard to gain visibility and insight into your process and find ways to improve it.

Set up releases, teams, and workflows

Before you can begin preparing the framework for your development, the space admin or workspace admin must create a number of things:

  • Time frame: Create releases, sprints, and milestones.

  • Workforce: Create teams, assign their members, assign teams to releases, and specify their capacity per sprint.

  • Workflow: Each type of item is assigned specific phases, and an order to follow when advancing through those phases.

For details, see:

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Build your backlog

After your space and workspace have the proper releases, teams, users, and workflow configured, you create the product backlog, prioritize it, assign backlog items, and track the development process.

The backlog is made up of epics, features, and stories that describe the work required to complete your project. In addition, you can add defects and tests to the backlog to enable you to manage all project assets in one place.

In the Backlog module, you create your backlog in the hierarchy necessary for your organization:

  • Define epics that describe the high-level areas of the application.

  • Inside each epic, define features that describe a useable part of the application.

  • Inside the features, define stories that contain the different things that need to be done to complete a feature.

  • Add defects per epic, feature, or story.

  • Add tests per epic, feature or story to test these product areas.

After you create the backlog, rank the items to prioritize the backlog items. Prioritizing your backlog can assist you in planning the order in which to implement them

Note: If you want to work on a single release or sprint, filter your view by release and sprint. For details, see Filter items.

For details, see Build the product backlog.

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Plan your release

Make a plan for implementing the backlog items that you defined for your project. First, decide which features and user stories, quality stories, or defects you plan to implement in a release. Then, assign each item to a specific sprint and team.

Take into account:

  • The estimated effort for the backlog item

  • The length of your release and its sprints

  • The capacity of the teams assigned to the release

  • The ranking order of your backlog

Use planning buckets in the Backlog module to set up your plan, and make sure you do not exceed the available capacity.

  1. Before a release begins, assign features and user stories to your release.

  2. Assign features and user stories to specific teams, and assign user stories to sprints.

When you are ready to plan your work for a specific sprint, reevaluate the estimated effort you assigned to each backlog item, and assign them to people in your teams.

  1. Break your stories into tasks. Estimate the effort needed for each task, and assign them to specific team members.

  2. On a per-team and per-sprint basis, assign user stories to specific team members.

    Note: The Team Backlog provides team member buckets to help you assign stories and tasks and make sure not to exceed the teams' capacity.

  3. Use the Task Board to update and follow your task phases.

    To open the Task Board, select the Board view in the Tasks tab. The Tasks tab is available inside stories, and in the Team Backlog module.

For details on these steps, see Set up and manage release plans, Manage the team backlog, and Work on your stories.

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Track progress

As items are designed and developed, advance the phase of the item.

As you work and advance through the development process, track the progress:

  • Add the Phase column to your backlog grids.

  • View the Progress column in epic and feature grids.

  • Follow progress in the planning bucket widgets in the Backlog module and the Team Backlog module

  • Use chart and graph widgets in the backlog Overview tab.

    Note: These widgets are context-sensitive and they display only data relevant to the selected node.

  • View widgets in the Dashboard module. Select from the predefined widgets offered by ALM Octane, or create your own. Configure the widgets to filter the data according to your needs.

  • Track your team's progress in the Team Backlog module.

For details, see:

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Analyze and monitor your release quality

As your development progresses, you can run tests on the application you are developing, and open defects to report any issues that need handling.

  • Track the defect progress as part of your backlog.

  • Assign tests to backlog items and analyze your release quality by following the status of the test runs.

  • Analyze the release quality with the latest test results.

For details, see Use the ALM Octane Dashboard.

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