Viewing the project mission, milestones, and status

If you are new to a project, you may want to read the high-level planning documents. As the project progresses, you may need to check the project milestones to see what tasks have been committed to each milestone. You may also want to associate work items with milestones, for example, you might want to set the target milestone for resolving a particular defect.

The Project Management page displays links to project milestone information and project management documents such as the business case and the project plan. This page also contains templates that provide instructions on document structure and content as well as predefined styles to simplify formatting.

If you are going to author one or more documents for use on the Project Management page, in all likelihood the project owner will want you to base the documentation on a template that is available from this page.

This section discusses:

Viewing project milestones and associating work items with a milestone

You can check the lifecycle artifacts (requirements, defects, and so on) that are due for each milestone from the Project Management page.

To view milestones on the Project Management page:

  1. Click the Projects page.
  2. Click the link for a project that uses a project template.
  3. Click the Project Management link on the Page Navigator.
  4. Scroll to the Milestones table.
  5. Click the link for a milestone.

To ensure that a work item appears on a milestone query from the Project Management page:

  1. Click the Projects page.
  2. Click the link for a project that uses a project template.
  3. Click the Project management icon in the page navigation toolbar or the Project management link in the left navigation pane.
  4. Click a query link for a lifecycle artifact type (for example, the View active defect reports link) in the activity area.
    The activity area is either directly below the page navigation toolbar or at the top of the page. It is the area with a light blue background.
  5. Click the link for an artifact that you want to associate with a particular project milestone.
  6. In the Planning and Execution section, select the appropriate milestone in the Target Milestone field.
  7. Click Save Changes.

To ensure that a work item appears on a milestone query (alternate method):

  1. Click the Projects page.
  2. Click the link for a project that uses a project template.
  3. Click the Project Tracker > Query artifacts in the left navigation pane.
  4. Submit a query that returns one or more artifacts, for example, requirements or defects.
  5. Click the link for an artifact that you want to associate with a particular project milestone.
  6. In the Planning and Execution section, select the appropriate milestone in the Target Milestone field.
  7. Click Save Changes.

Viewing the project schedule

If your project administrator has enabled the Project Dashboard tool and the Task Manager (a tool associated with Project Dashboard), you can also view the project schedule and tasks in the Activities area. The activity area is either directly below the page navigation toolbar or at the top of the page. It is the area with a light blue background.

The Schedules and Tasks links in the Activities area are links to the Project Dashboard tool. Once Project Dashboard is configured for this project these links become operational. These links display the Project Plan milestones for the project. These are tasks that have an effort value of 0 in an .mpp file. The view presented on these queries is limited to only the upcoming Lifecycle Task milestones for the next four weeks. If there are none, you receive an error message.

To view project schedules and tasks:

  1. Click the Projects page.
  2. Click the link for a project that uses a project template.
  3. Click the Project management icon in the navigation toolbar or the Project management link in the left navigation pane.
  4. Click a query link for a schedule or a task (for example, the View project schedule for all stages link) in the activity area.
    A Project Dashboard or Task Management page is displayed. An error may be displayed if no project plan has been uploaded for this project.
  5. For more information, click the Help topics for Project Dashboard and Task Management on the page that is displayed.

Reading and creating project management documents

You can read project documentation from a Documentation table on the Project Management page. If you are responsible for authoring project management documents, you can download templates for these documents from this page and upload the draft or completed documents to this page. You or the project administrator can also add new documentation templates to the list.

If you have a content developer role in the project (or have both VersionControl - Commit and VersionControl - Add permissions granted by an administrator), you can also add information to this page as well as view this page. However, the project administrator may prefer to take requests for additions to this page and be the sole person who actually performs the updates.

The Documentation table on this page contains a View other project documents link. Clicking this link is equivalent to clicking the Documents and files link in the left navigation pane.

Important: If you experience any difficulty uploading documents on this page, ask your project administrator to be sure that two Subversion integrations settings are turned off for the project. The administrator should click the project link on the Projects page, clickEdit project > Tool configuration, then turn off the Message must name artifact and Committer must own artifact settings in the Subversion section of the page.

To view project documentation on the Project Management page:

  1. Click the Projects page.
  2. Click the link for a project that uses a project template.
  3. Click the Project Management link on the Page Navigator.
  4. Scroll to the Documentation table.
  5. Click the link for the document that you want to read.

To download a project document template from the Project Management page:

  1. Click the Projects page.
  2. Click the link for a project that uses a project template.
  3. Click the Project Management link on the Page Navigator.
  4. In the Process Documents section, click the View document templates link.
  5. Click the link for the template that you want to edit.
  6. Save this file locally and edit it.

To add or update a project document on the Project Management page:

  1. Click the Projects page.
  2. Click the link for a project that uses a project template.
  3. Click the Project Management link on the Page Navigator.
  4. In the Process Documents section, click the Upload document link.
  5. Browse to the document that you want to upload.
  6. Click Save.
    Note that this document is saved in the project's version control repository. If you want to rename or delete this document, you must use your version control client.

Viewing other project information on the Project Management page

In addition to reviewing the project planning documents and milestones, the activity area on this page give you access to the following:

Activity link type Available links
Lifecycle artifacts

Add new - Provides a link to the Project Tracker artifact entry page, where you can create a new artifact for this project. Lifecyle artifacts include requirements, action items, defect reports, incidents, and customer cases.

View active artifacts flagged for discussion - Provides a query of Project Tracker artifacts that have a Flagged for Discussion attribute value of "Yes" and do not have a Status attribute value of "Closed" or "Will Not Complete."

View active requirements - View all requirement artifacts that are associated with this project and that do not have a Status attribute value of "Closed" or "Will Not Complete." In general, requirements are created from the Definition, Design, Code & Build, and Testing pages.

View active defect reports - View all defect report artifacts that are associated with this project and that do not have a Status attribute value of "Closed" or "Will Not Complete." In general, defect reports are created from the Code & Build or Testing pages.

View active incident reports - View all incident report artifacts that are associated with this project and do not have a Status attribute value of "Closed" or "Will Not Complete." In general, incident reports are created from the Deployment page.

View active customer cases - View all customer case artifacts that that are associated with this project and do not have a Status attribute value of "Closed" or "Will Not Complete." In general, customer cases are created from the Support page.

View active artifacts of all types - View all artifacts that are associated with this project and that do not have a Status attribute value of "Closed" or "Will Not Complete."

Action items

Add new action item - Provides a link to the Project Tracker entry form for a new action item.

View active action items that are flagged for discussion - View all action items that have a Flagged for Discussion attribute value of "Yes" and do not have a Status attribute value of "Closed" or "Will Not Complete."

View active action items that are specific to project management - View all action items that have an Action Item Type attribute value of "Project Management" and do not have a Status attribute value of "Closed" or "Will Not Complete."

View active action items of all types - View all action items that do not have a Status attribute value of "Closed" or "Will Not Complete."

Schedule

View project schedule for all stages - Provides a link to the Project Dashboard tool and displays the project schedule if one has been created in this tool.

View project dashboard for all stages - Provides a link to the Project Dashboard tool and displays the project dashboard if one has been created in this tool.

View a report of the schedule status - Provides a link to the Project Dashboard tool and displays a report if one has been created in this tool.

Tasks

View my current tasks - Provides a link to the Project Dashboard tool and displays any tasks assigned to you.

Update my current tasks - Provides a link to the Project Dashboard tool and displays a tasks editing page.

Report current task status - Provides a link to the Project Dashboard tool and displays a report of tasks assigned to you.