Plan and manage a backlog

You typically start backlog planning by creating a backlog, adding epics and features, and populating the backlog with work in the form of Dimensions CM requests.

Note: To manage a backlog, you need administrator or backlog owner permissions.

Create a request backlog

As an administrator, you can create a backlog and assign backlog owners. As a backlog owner, you can manage the backlog's content, for example, add, remove, and rank items.

Backlog owners can be changed by an administrator or another owner.

To create a backlog:

  1. Select the product where you want to create the new backlog.

  2. In the sidebar, select Backlog.

  3. Click New.

  4. Give the backlog a name and summarize its purpose.

  5. (Optional) To assign one or more owners:

    1. Click Add. The Add Owner dialog box is displayed.

    2. In the Search box enter a string that matches registered PulseUno users. See Search.

    3. Select one or more users and click Add Owner.

  6. Click Save.

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Open a backlog

  1. Select the product containing the backlog.

  2. In the sidebar, select Backlogs.

  3. Select a backlog or search for one by title or ID#. See Search.

    Tip: Select these options at the bottom of a backlog page:

    • Planned requests that are already included in an iteration

    • Request labels

    • Closed requests

    To display the requests as a flat, ranked list, click .

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Create an epic or feature

To add an epic or feature to a backlog:

  1. Open the backlog where you want to create a new epic or feature.
  2. (Optional) Click New and select Epic or Feature.
  3. Give the epic or feature a title and summarize its purpose.
  4. Click Save.
  5. Add additional epics and features as required.
  6. To change the hierarchy, drag and drop epics and features in the backlog.

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Add a request from the request catalog

You can add an existing Dimensions CM request that originated from inside or outside your team.

To add a request from the request catalog:

  1. Open the backlog where you want to add a request.

  2. Click to view the right panel, and select Request Catalog.

  3. Select a request and drag it to a specific place in the backlog hierarchy on the left panel.

    Tip:  

    • You can search for a request using various criteria, for example, title or ID.

    • A backlog or iteration's label is displayed if the request is already included in one.

    • The request catalog displays all the requests in the current Dimensions CM product.

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Move epics, features and requests between backlogs

You can move epics, features, and requests between backlogs.

An object can only belong to one backlog. If you move objects to the target backlog, they are removed from the source backlog. When you move a feature, its child requests are also moved.

To move an object:

  1. Open the backlog where you want to move an object to.

  2. Click to view the right panel, and select Backlogs.

  3. Select a backlog or search for one by title or ID. See Search.

  4. Select an epic, feature, or request and drag it to a specific place in the backlog hierarchy on the left panel.

    Tip:  

    • A backlog hierarchy automatically expands when you drag an object over it.
    • You can also move objects from the backlog on the left to the one on the right.

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Prioritize and rank requests in a backlog

In each backlog, requests are ranked in descending order of priority in their parent epic or feature. You can rank and prioritize requests in the structured or flat view.

Tip: To hide epics and features, select the flat view.

To rank requests:

  1. Open the backlog where you want to prioritize and rank requests.
  2. Click to display the flat view.
  3. Select a request and drag it to a different position in the hierarchy.

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Mark a request as blocked

If you cannot continue working on a request, you can mark it as blocked.

To block a request:

  1. Open the backlog containing the request you want to block.
  2. Select the request.
  3. Select Mark Blocked. The request is now labeled as Blocked in the backlog.

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Delete an epic, feature, or request

You can delete an epic, feature, or request from a backlog. If you remove an epic that has child features, they are also removed. Any requests contained in an epic or feature are deleted from the backlog and made available to the team.

Note: Requests removed from a backlog are not deleted from Dimensions CM.

To remove objects from a backlog:

  1. Open the backlog where you want to delete objects.
  2. Select one or more epics, features, or requests. Multiple objects that you select must be at the same level in the backlog hierarchy. For example, you can select only those requests and features that are at the same level in an epic.
  3. Click Delete.

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