Customizing the Metrics and Reporting page for a project

The Metrics and Reporting page enables you to view Excel reports on active and historical work items in a project such as requirements. For example, you can view a graphical report that shows how many requirements are still in definition, how many are being designed, how many are in coding, and so on.

On this page, the queries for active requirements, defects, and so on return items that have a Status attribute value of Submitted, Started, On hold, or Reopened, and historical work items have a Status attribute of Closed or Will Not Complete.

From the Metrics and Reporting page, you can do the following:

For information on working with metrics and reports, see the user help on the Metrics and Reporting page.

Note: The Excel reports generated from the Metrics and Reporting page can only work if basic authentication is enabled. These reports do not work on sites that use certificate-based authentication. Check with your domain administrator if you are not sure what type of authentication your site uses.

Adding links and document upload tables

You can add new links in the activities area. You can create landing pages for the links, and these landing pages can contain documentation tables with upload buttons to this page. This can be convenient if you expect many documents to be uploaded and you want to avoid clutter on the main page for a subpage or a page.

The CollabNet Baseline Project template automatically creates a process documents table with associated buttons and browse dialogs for uploading documents when you create a subdirectory of a subpage or a page that itself contains a subdirectory named documents.

See the help on configuring links and landing pages for the Project Management page for details.

Customizing the Resources links

At the bottom of the Integrations page, you can provide information that points users to any other information that you think is relevant.

To edit the Resource Links table:

  1. If you have not done so already, use Subversion to check out the project template directory.
    For example, you may check out My-Project/trunk/www/cn-project-pages
    Where My-Project is the name of the project you are working on.
  2. Use Subversion to update the Project Management bottom.html snippet.
    For example, using Subversion, this will be in My-Project/trunk/www/cn-project-pages/Integrations/snippets/bottom.html
  3. Open the bottom.html file in an editor.
  4. In the section for resource links, edit a row in the table, such as the following:
    <tr class="a">
    <td>Customizing the ALM Baseline Project template</td>
    <td><a href="http://www.collab.net/training/alm/Customizing_ALM.doc" onclick="window.open(this.href); return false;" title="Note: link may open in new window">http://www.collab.net/training/alm/Customizing_ALM.doc</a></td>
    </tr>
  5. Remove onclick="return launch(this.href);" if you do not want the link to open a page in a new browser window.
  6. Remove or edit [Note: link may open in new window] depending on what you want to appear in the tool tip that is displayed when the user moves the cursor over the link.
  7. Alternate between class="a" and class="b" to provide different shades of grey in the table.
  8. Using Subversion, update this file and commit the changes.