Plan your release

After you set up the product backlog, use the Backlog module to manage release work plans.

Build the release backlog

Build your release backlog by assigning existing items to releases, sprints, milestones, and teams.

Use one of the following methods:

You can use any of these methods to adjust your backlog throughout the release, as required.

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Plan items from the backlog grid

  1. If necessary, in the Backlog module tree, select the epic or feature to move.

  2. In the grid, select the features, user stories, quality stories, or defects.

  3. In the toolbar, click the Plan button .

  4. In the Plan dialog box, reassign the feature or story to a new release, milestone, sprint, and team as necessary. If you add a comment, it will be added to the items you are moving.

    Note: When you reassign a feature to a new release, ALM Octane assigns all unfinished stories to the new release. ALM Octane does the reassignment in the background. Continue working on other entities while ALM Octane reassigns the feature and stories.

After the reassignment, ALM Octane updates the release buckets for the previous and new releases.

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Split unfinished features

Usually, at the end of a sprint or release period (like a push), you should close all features and user stories. If you are unable to complete all the user stories and defects, split the feature.

To split features:

  1. In the Backlog module, select the feature to split.

  2. In the toolbar, click the Split Feature button .

  3. In the Split Feature dialog, specify the details for the current feature and the new feature.

  4. If necessary, use the options to instruct ALM Octane how to resolve all open user stories and defects.

  5. Specify the number of total story points to assign to the new feature.

When you split the feature, ALM Octane creates another feature set to the New phase. ALM Octane adds the following attribute values and items to the new feature:

  • The value of any field other than the Name, Release, or Phase.

  • Tests associated with the feature

  • Attachments included in the original feature

Note: ALM Octane does not copy values of user-defined fields to the new split feature. If your feature form requires a user-defined field, you cannot use the Split Feature command. Instead, create a new feature.

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Plan items from the backlog grid

  1. If necessary, in the Backlog module tree, select the epic or feature to move.

  2. In the grid, select the features, user stories, quality stories, or defects.

  3. In the toolbar, click the Plan button .

  4. In the Plan dialog box, reassign the feature or story to a new release, milestone, sprint, and team as necessary. If you add a comment, it will be added to the items you are moving.

    Note: When you reassign a feature to a new release, ALM Octane assigns all unfinished stories to the new release. ALM Octane does the reassignment in the background. Continue working on other entities while ALM Octane reassigns the feature and stories.

After the reassignment, ALM Octane updates the release buckets for the previous and new releases.

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Next steps: