Working in an Agile Project

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Within an agile project several basic functions are available: Search, Messaging, Reporting, Working with widgets, Working with views, Working with roles, Viewing the change history, Document management.


The main features of working in a agile project are:

Plan, manage and report on your agile project on all relevant aspects based on Agile principles

Apply project specific configuration, i.e. set project specific role permissions.

Publish project information to the portfolio.


Note: the way your agile project process is supported strongly depends on the configuration. Please contact your system administrator for more information.



The agile project dashboard


What you see on the Project Dashboard

1.The section Logs, where you can create and manage log-items (available logs depend on your configuration). See Working with Logs.

2.The Order log, where you can create and manage orders (option available depending on your configuration). See Working with the Order log.

3.The section Automated Reports, where you can run or create Automated Reports (option available depending on your role). See Working with Automated Reports.

4.The Product Checklist gives a quick view of the project planning. The project manager can limit what is shown here by applying an filter (click on Filter).

5.On the tab Properties you can view and edit project information. See Edit the Properties of a Project.

6.On the tab Taskboard you can manage the progress of deliverables with the task board and the burn down widget. See Working with the Task Board and working with the burn down widget.

7.On the tab Planning you can view and edit the project planning in time, costs and resources. See Planning and Agile project. Also, you can view and manage the backlog of the project, see working with the backlog.

8.On the tab Financials you can view and edit the financial grid, showing all project financials plotted over time (depending on your configuration). See Managing Costs with the Financial Grid.

9.On the tab Resource Management you can request hours, approve hours and set project specific hour rates. See Manage the Resources on your project

10.On the tab Documents you can view and add documents. See Document Management.

11.On the tab Portfolio Report you can publish information to the portfolio. See Publish to the Portfolio.

12.On the tab Reports you can report on any information of the project. See Reporting.

13.Click Edit Roles to view or edit the roles on your project. See Working with Roles.

14.Click Pack Project Offline to export your project as an HTML-file. See Pack Project Offline.

15.Click Edit Widgets to add widgets in the top section of this dashboard. See Working with widgets.