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1. Spell checking Not done Implementation Ctrl C Address book Not done 6h amp Copy as hyperlink Implementation Paste screenshot as attachment Ctrl V Organizing e mail Mot done ih eee Goto in project view Ctrl 6 Incoming mail Mot done 4h Implementation amp Repor time on In co min o mail ep Mot done 3h E View change history On Ctrl Shift I Documentation 0D View time reported on Draft mail Not done 2h L Implementation Reporting time on an individual task When reporting time on an individual task the Activity type and Project fields are pre filled leaving the user to specify hours for the task 2012 10 08 3 hours total Activity Type Project Started Finished Duration EX necking Implementation E mail application 16 00 1000 Woo 26 Delete ch Create new row The timesheet row for an individual task Agile and task scheduling Hansoft has the unique feature of combining both agile and task scheduling in one project Whether to run an agile or task scheduling project is first decided when you create the project This selec tion will then be the default mode for the project which means that project members and sub project man agers will be in this mode when they connect to the project for the first time You can always switch between agile and task scheduling modes with keyboard shortcut Ctrl W
2. Reset sub folders and files and apply these permission settings The file permissions dialog More details on File and Folder tasks Edit file Editing a file automatically performs a complementary Check Out operation The file is then opened in the associated editor typically a word processor Other users are now prevented from editing the document as long as you have it checked out Click on Check in to check in the file once your changes are made Read file Opens the document in the associated editor without checking it out You can therefore make no changes to it Show file history Every time a document is checked in for example a new version is stored in the file document history A document can be rolled back to an earlier version Check out Checks out the document Other persons are now prevented from editing the document as long as you have it checked out click on Check in to check in the document Check in Checks in the document and the new version becomes available to everyone else Discard changes The file will no longer be checked out and the current version of the document will be discarded Delete Documents and folders can be either temporarily or permanently deleted A temporarily deleted document may be shown by clicking on the Show deleted files button on the main Documents toolbar Restore deleted If a document is temporarily deleted and shown by clicking the Show deleted files button it
3. Exploration area exterior pt Low LOD s l hiat meri IMilastaema 1 Contract Executed Level 18 fe s itotype Prod 2j Mission building linterior Low LO Start 2010 11 08 le 1 Contract Executed m Date is a Monday in November NPC and mission area start zone ger Milestone 1 Contract Executed End 2010 11 16 Date is a Tuesday in November Exploration area lextt s pee eee ne Milestone 1 Contract Executed Textures Textures NPC and mission area start zone Milestone 2 Final milestone schedule Exploration area exterior lestone 1 Contract Executed Textures Exploration area exterior pti L J Milestone 2 Hinal milestone schedule gt Connecting activities A cornerstone in the project planning is to set logical dependencies referred to here as connections between activities This is an easy and sometimes fundamental way to work with large portions of the plan without moving every single task every time You can connect two activities by pressing the left mouse button on an activity moving the mouse to another activity and then releasing the mouse button The action is indicated by an orange arrow and orange colored activities Animation test shoot prep a Animation test shoot Animation test post shoot The activity you disconnected from the first now affects the activity you connect to the second The start date of the
4. Animation test shoot C Delete this connection Animation test post sh Change connection ta d Set lead lag time Go to Animation test shoot prep from Go to Animation test shoot ta Deleting connections Right click on the connection and select Delete this connection from the menu The activity menu If you click the right mouse button on an activity in the timeline view a menu will pop up Animation test shoot prep E Animation test sho Ul Split task at 2011 03 22 Animation test pe c PS ON Copy Ctrl C ES Copy as hyperlink Cut Ctrl X Delete Del Set out of office status Delegate to Ctri Shift G c Visible to Disconnect Ctrl D Set colour You can now perform the following actions You can split up a task into two or more parts This can for example be useful when you have a task with long duration and you have to make room for out of office Cut deletes and copies the activity to the Hansoft Project Manager clipboard and to the Windows clip board as raw text information Copy simply copies the activity to the Hansoft Project manager clipboard and to the Windows clipboard as raw text information Delete deletes the activity Disconnect removes all connections to and from the activity Set color sets the color of the activity Please Note All actions can be undone Indent outdent and summary activities A corner stone in arranging the activity list i
5. Not done Not done Not done Not done Not done Completed Mot done Not done amp Not done Not done Not done Working with Kanbans The Kanban wall view is a powerful visualization of pipelines and has the unique functionality to handle parallel workflows Before entering this view you must first create a kanban Accessing the Kanban view The Kanban view can be accessed in two ways 1 If you go to the wall view and then select a Kanban wall mode Planning Quality assurance Product backlog Board O Sprint backlog item Break down Delete Undo Redo w More Sprint All User Story kanbans Columns Kanban User Story Llanes Assigned to Sprint board modes d Kanban board modes Fk Kanban Dialog box Kanban Interactive feature v Kanban User Story 2 If you go to the Pipelines kanbans amp workflows window you go can go to the wall view directly Pipelines and Kanbans are used to handle parallel workflows of sub tasks on an item They are mainly used far art assets or other task processes with hard dependencies Workflows are used to handle a simple linear workflow on an item They are mainly used for testing quality iterations or management sign aff Go to training videos for this tool on Hansoft se Create Workflow Edit Delete GotoKanbanboard Disablethistoo More Create Pipeline Kanban o a Code feature te Dialog box te Interac
6. Note Users can take on different roles in different projects a user can be a main manager of one project but a passive observer in another This is determined by the project user settings It is recommended that you review these settings after allocating a user Removing a user Select a user in the project in the right column and press the Remove user button When you remove a user from a project all references to the user in the project will be removed Warning This operation cannot be undone Security policy Hansoft features 256 bit AES Advanced Encryption Standard for communication storage and SHA 256 for password hashing The general security policy is set in the Administration section by clicking on Edit security policy Ga HansoFT Server licence You are currently running a limited trial license Upgrade license E mail Connect Hansoft Project Server to your company s e mail server Configure e mail View e mail status More settings Edit security policy Edit document policy Edit comment thumbnail policy The Hansoft server license pane in the Administration section The default password security policy is relatively non complex for usability reasons and it is recom mended that you add complexity so that the password is harder to break by guessing longer password length for example Minimum password length 6 Minimum number of alphabetic characters in passwords O Minimum numbe
7. Accessing the trends tool The trends tool will now open Trends global per project per user group and individual users Data Not selected Type Not selected Time period Last month Prediction One month Copy trend to clipboard Please select a trend 100 80 60 40 20 2012 09 24 2012 10 01 2012 10 08 2012 10 15 2012 10 22 2012 10 29 2012 11 05 2012 11 12 The trends tool Selecting data is done through the Data menu on the toolbar Data Not selected Type Not selected Time period Last month Prediction One month Copy trend to clipboard My trends a a trend k Global trends CE cms E mail application All users in this project 90 Mobile game Pick an individual user in this project Kanban Praject d User groups Artists zx Designers 70 Engineer Leads B Engineers Lead Artists 30 Leads um Praducers 30 QA Team Blue Selecting data in the trends tool The Type menu displays choices for what type of data to be displayed Data Mot selected Type Mot selected Time period Last month Prediction One month Copy trend to clipboard Agile related Please sele QA related i100 Scheduling related Pipeline related 30 Custam columns i Custom trend types 70 Selecting data type A variety of time periods can be chosen relative to the current date Data Notselected Type Not selected Please
8. If you first Find on all user stories and then open print and click this checkbox you can print user stories as cards Cards will look like this when printed Data under the item name like User and Work is dependent upon which col are visible so if you show Estimated effort as a column it will be displayed on the card Print Document Timeline view Scaling Show Large Game Production xo E Next page Page setup v Print as User story cards Start 6 3 2010 w End 11 19 2010 v Fit to pages C 1 Page O 2 Pages 4 Pages Page 1 10 Page 2 10 Page 4 10 Product Backlog The backlog Mier chy Baii em B Breakdown X Delete Undo gt Redo Show More Q Fmi Lorenitiedi PFipris Item name Stabe to aiai Kaeban or Wie Pintatypr gp kel come amp Hal done Prntatyrpre ALSOP 1 f SL Ba Hot done Fiotobypr Trou br insamentaen Pinlabype Ta j bp Winfarm aj G Ax Fintabype E Come Pinlabyper i Fiatabype Ta yi kh UL design i Prototype te Wis kk W reframe Bacto zen Reply Aa Ge gig mal gee GT 21510 Moarager Chri fet c s an application e thek sr ne good to ge cn Eher t Latus s HS Sene user can see FT nogami p rud Fiprlrng koriin Viral Tralure Prii curity Ate Tiber DTuganirg The product backlog of a small agile project The backlog is the central repository for future work and is considered an often vital part of an agile project Items in the backlog can be anything that represents futu
9. Not done Completed Blocked Mot done Not done Mot done f Completed Not done Mot done Blocked Not done Mot done 4 Not done Completed Not done Completed Completed Completed Reda Show Show Mare Linked to task fitem bug More Points T points 1 point 5 points 5 points 3 points 5 points 5 points 2 points 0 points 0 points points 5 points 0 points 5 points 5 points 1 point 1 point 3 points D of 53 points Release Risl tag Belease 1 Release 1 HO 2010 05 15 Release 1 Gad L Release 1 Ll 2010 05 15 Release 1 Gad 2010 08 30 Release 7 2010 05 15 Release 1 2010 08 30 Release z 2010 17 25 Release 3 m Belease 1 Belease 1 E gt p ka Attach files Organize oO Find You can set the priority in Items in a hierarchy by selecting from Product backlog priority column Priority Backlogitem cs Break down X Delete Undo Redo w Show Item name 1 ij Email functions As an application 2 4 Presenting emails As an applicati 3 Email functions As an application us 4 As an application user can see a list 5 4 Security As an application user 6 Interface design As an application u T Email attachments As an application 8 Security As an application user war 9 Submitted impediments Build syster 10 Submitted impediments Distributed 11 Submitted impediments Need more 12 Installing As an IT adm
10. Exit e Jahn Producer 7 Julia Artist The administration section of Hansoft s Create SDK user 4 Create new user Delete users x Name User group s E mail e Administrator Designers Leads e Anna Manager Leads e Jahn Producer Leads Producers e Julia Artist Designers e Kjell Design Lead Designers Leads e Lisa Programmer Programmers pud Tester QA The user list Projects Create new user User group s Designers Leads Leads Leads Producers Designers Edit user Status Online Online Online Online Offline Offline Offline Shares Delete users E mail Change Avatar More Share information The User list shows all users in the current database In addition deleted users who had their allocations and tasks retained will also be displayed Name shows the full name of the user User group s shows the groups that the user belongs to Read more about allocation and user groups in the Portfolio allocations section E mail is used for automatic messages sent from the Hansoft Project Server This is a cornerstone in a solid two way communication between the project manager and the co worker and for synchronization among the co workers themselves Read more about activation and usage of E mail in E mail con figuration Status shows if the user is currently logged on to their account Creating a user Create a user by clicking the Create new user button on the toolbar Fill in th
11. Allocating users to sprints also enables use of the work remaining column When users update the estim ated work remaining the user allocation meters on the timeline part of the schedule is also updated to reflect the total work remaining for each user Additionally the portfolio section of Hansoft accurately reflects the user allocation across the entire portfolio ara da I an a3 342 Prototype LU Prototype 2012 11 01 2012 11 12 A El People A ject members Total 59 of 197 ea Designer Eric Designer Eric 22 of 64 e Engineer Lisa Engineer lisa m 26 of 64 e Manager Chris Manager Chris 9 of 64 Burndown chart Sprint backlog items 4 As auser I can see my e mail Presenting mail 33h ae El As auser I can write e mail Delegated to Team Blue 26h ca El Composing mail 26h d 4 Format text 7h d El 4 Paste images lih im oa a Wireframe Oh Designer Eric f a H UI design 4h Designer Eric 4 E Implementation 7h Engineer Lisa 4 Document 8h Manager Chris C The user allocation section in the schedule timeline People All project members c Designer Eric e Engineer Lisa E Show work remaining for Designer Eric Pal Manager Chris Set allocation percent for Designer Eric in this sprint Burndown chart El Sprint backlog item e Allacate users to sprint Setting allocations by right clicking a user Users can be allocated by a percentage to accommodate the fact that users can work on several sprints
12. Anim Motion capture session Not assic Anim Char Final player and enemy Mot assig Char Reference player model Not assic Anim VOCap data Not assig Find people Prototype VO session in LA Not a55i Com Adding and removing multiple users If you want to add or remove more users or adjust the allocation of a user for a given task open the Add or remove users on selected activities window Do so by selecting the Add or remove users menu item in the main timeline activity list menu by pressing Ctrl R Cmd R on the keyboard or by pressing the More button on the activity details window to the right of the user drop down Mame Status amp Mot done Assigned to ic Manager Chris Release tag de Mare Click here to add a person Name ral Example Proj Manager Allocation Less 10056 More Remove Here you can add users to the selected activities by selecting a user from the drop down list You can also change the allocation of a user on a task by clicking the More and Less buttons or by directly specifying allocation in the edit field Assigning a user to a task Once you have assigned a user to a task that task will appear under the To do list for that user Example Proj Manager d To do list 1 Documents To do list la Portfolio Description 19 Administration p 4 Options Help 4 Scheduled tasks Exit Core engine development New templates in base library Proj
13. Data Mytrends Type Not selected Time period Last month Prediction One month My trends Global trends MILII All users in this project App with Kanban Pick an individual user in this project Software Program User groups Large Game k And type Type Not selected Time period Last month Prediction One month Copy trend to clipboard Agile related Points feature build up and project burndown QA related Estimated ideal days feature build up and project burndown Scheduling related Work remaining Pipeline related Status Custom columns Custom trend types And the desired time period Time period Last week Last week Last 2 weeks Last 3 weeks Last month Last 2 months Last 3 months Last 4 months Last 5 months Last year Last 2 years Last 3 years As well as the prediction time period Prediction 1 week Copy trend to clipboard 1 week into the future 2 weeks into the future 3 weeks into the future onth into the future nonths into the future months into the future 4 months into the future 5 months into the future 1 year into the future 2 years into the future 3 years into the future Weighted average time Resulting in a trend and a prediction Trends global per project per user group and individual users Small Agile All users in project Type Status Time period Last mont
14. Duration 00 00 Activity type for new rows Work Activity types Create activity type Delete Row name Id Administrative time 1 Illness 2 Official statutory holiday 4 Recruitment 3 Unutilised over time compensation 6 Vacation annual holiday 5 Work 8 Cancel The customize timesheets dialog Project agile and scheduling settings Undo Redo Show J cu I 4 Le amp Si q More gt Customize project More Ghost user mode Project history Export and import Reports and trends Manage user view presets Fipelines kanbans and Workflows Customize project Customize project integration settings Print Zoom view In Zoom view Qut Zoom view 10056 Switch to Gantt scheduling interface My personal options Ctrl Shitt W Ctrl P Ctrl Ctri Ctri 0 Ctrl W Ctrl O Columns Calendar E mail notifications Agile and Scheduling More Agile general Sprint prediction 3 days weighted average Length in days when creating a sprint 14 User stories C When a backlog item is created it should be flagged as a user story C A newly created sprint should have no members Estimate display format 8 Show as days D Show days as hours Agile sprint priority Column to use for Sprint priority Use predefined Sprint priority column gt Priority in To do list Let team members change sprint priority in Ta do list can
15. Low LOD C In progress _ Blocked S To be deleted p Find by key c Completed gt r Quality approved View workflow In the project view the pipeline indication will now revert to Low LOD and High LOD because the quality was not approved and the item was set to Not done This will re assign the task to the artist El Cutscene 1 Not done M 4 Walkthrough f Completed uU MoCap Completed F Camera amp Ligthing Completed es E Level Mot done x 4 Walkthrough Completed s Fk Low LOD ts Cutscene Level Not assigned Mot assigned Not assigned Not assigned Artist Fred Art signott Quality not approved Not done a o First step amp Not done amp Not done mom Be High LOD See n Script layer The artist again has the task in their To do list Artist Fred a e Art signoff Not assigned Artist Fred To do list Goce To do list Projectview Timesheet Show Fil la Portfolio Optime Description Status Q Help IET Exit 4 Sprint My Kanban Sprint Cutscene 1 Level Not done Projects Low LOD f In progress Kanban Project pail il ef Completed o o Review by art lead Blocked 26 To be deleted Find by key View workflow This review loop can continue indefinitely until the art lead sets the task to Quality approved Using workflows for testing user stories Y
16. Moving an item from the backlog to a sprint a Sprint 2013 People All project members Burndown chart Sprint backlog items 2013 10 28 release 1 amp Not done Item 1 2013 10 28 release 1 Item 2 E release 1 Hierarchy E Backlog item cc Break down X Delete Undo Redo Show More Item 3 release 1 Item 4 28 release 1 item name G Parent backlog ite 8 release 1 Parent backlog item 2013 11 04 release 2 fj backlog item Inara di release After the item has been moved to the sprint it inherits the sprint release tag Tag to multiple releases Double click the Release tag column and select the releases to tag to Release 3 Pre alpha on 360 2013 10 17 Release 4 Beta 1 on 360 2013 12 01 Release 5 GMC on 360 Release 6 Pre alpha on P53 Release 7 Beta on P53 2014 05 29 C Release 8 GMC on P53 I Find by keywords Itis easy to view which tasks are tagged to a specific release by opening the Find window and selecting a release from the drop down list You can then compile a release status report Tagged to release Milestone 14 Pre alpha on 360 34 Milestone 15 Beta 1 on 360 2012 10 23 mier ua lon Pipeline Kanban or Workflow Milestone 16 GMC on 360 4 Select 2015 02 06 Milestone 17 Beta on PS3 Reports 2013 04 02 4 View reports window Milestone 18 GMC on P53 2013 06 13 34 past milestones are hidden Change settings in My perso
17. 4 Sprint Sprint prototype Sprint priority 4 Not done 18h As an application user i can see incoming e mails az E mail application Not done Th As an application user i can see draft e mails Work remaining 18 4 Scheduled tasks Start 4 Server maintenance gt In progress 2013 12 20 2013 12 20 2013 12 26 5d 4 Bugs Status 4 J Firewall is not handling incoming traffic vs Assigned Assigned Sub screen is not working correctly 1r Assigned Assigned Attach files The To do list with the Item details window active Sprint backlog item Finc E E Name As an application user i can seeing Not done Assigned to Engineer Lisa Organize For more in depth management of tasks the To do list can show a Details window for the selected item This is done by either double clicking an item or by navigating to and selecting Show Show Item details window This menu also contains other visibility options for tasks such as optionally showing archived or completed items feed Show Find Lh Show Archived items Show Completed items Show Completed items that have a workflow Show Only four weeks of scheduled tasks v Show Item details window Enabling the Item details window If the user wishes to see the item in its context Clicking the Project view icon will display the item in the project view Sub project sorting To access the sorting options click on the currently active sorting mode that is d
18. Apih file Organe Schedule view The main goal of this view is to create and structure items in a hierarchy The hierarchy is often decided upon by how the team and product is structured The sprints can be customized with different columns that cover a large spectrum of agile needs Please see the customize columns page for more information 69h Sprints EH a Email application Prototype 2010 03 29 2010 04 23 Peopl Burndown chart n Fi T T marn lima m 69 hours work remaining 3 of 15 points done Mare data El Sprint backlog items 4 Email accounts As an application user I want to create delete and edit email accounts Not assigned Presenting emails As an application user I can see a list of all my emails 4 Security As an application user I can password protect the application so no other use Example Proj Manager Presenting emails As an application user I can search for emails easily Mot assigned L EMail application Version 1 0 2010 04 24 2010 05 18 Board view The main goal of the board view is to create manage and analyze items by arranging them on a virtual board simulating the large physical boards often used in agile projects The board can be configured to dis play either a swim lane column matrix or a Kanban Planning Quality cpusance Product backlag Board O Sprint backlog nem raak cow elati ndo Redo Mare 5print Sprint Prototype Columns Stat
19. When Bide ga dii Send email nolifscalpsng tu The properties dialog for a pipeline task When a pipeline is applied to a task in the project schedule subtasks will automatically be generated Any tasks that can be worked on will be indicated and appear in the To do lists of the users who the pipeline tasks have been assigned to Beyond this point pipeline tasks behave much like regular tasks with a few restrictions such as the inability to set priority the priority is inferred from their order in the pipeline Com pleting a pipeline task will progress the pipeline activating dependent tasks El As auser I can see my e mail Presenting mail 4 Not done El 4 Incoming mail amp Not done iD xz Wireframe F Completed FF UI design Not done ie Fk Documentation Mot done T Implementation Not done El Draft mail amp Not done Du xz Wireframe e Completed DE xe UI design ef Completed pue xz Documentation F Completed ce H Implementation Not done Pipelines in the schedule view Building a pipeline kanban Designer Eric Designer Eric Engineer Lisa Engineer Lisa Designer Eric Designer Eric Engineer Lisa Engineer Lisa 5Jh 21h Oh sh Fh Sh 9h Oh Oh Oh ah Pipelines are built by inserting pipeline tasks and connecting them to illustrate the flow of work through the pipeline In addition to adding pipeline tasks references to other pipelines can also be inserted Pipeline tasks
20. Y Ctrl Enter Ctrl K Ctrl Shift M Ctrl A Ctrl Shift H Ctrl S Ctrl T Ctrl Number 1 9 Ctrl W Ctrl Shift P Ctrl L Ctrl F Ctrl Shift O Ctrl Z Ctrl Shift Ctrl O Ctrl J Ctrl Shift S Ctrl O 3 Right Shift Q 4 Shift U a6 Shift C 46 Shift V dh G Shift X de Tab d N Ctrl M 46 U d Shift B 6 Shift Home d Shift Up Down 4 D 46 Shift R 46 Tab d V 46 Shift W df P d Y d Enter df K 46 Shift M do A Shift H 46 S d6 T 6 Number 1 9 46 W 3 Shift P Jb L d6 F 2 Shift O 46 Z 35 Shift 46 O do wa 24 Shift S do 0 Expand all under sub project Find bugs committed to this sprint Flag as user story Go to item in Board view Go to item in Priority view Go to item in project view Go to item in Schedule view Import Hansoft XML Indent selected items Insert new item Insert release Insert scheduled sub project Link to task item bug Move connected items as far back as possible Move items tasks vertically Open backlog Open reports dialog Outdent selected items Paste to clipboard Pipelines kanbans and workflows Print Redo Reply to post reply comment Save schedule in project history Screenshot tool in QA view Select all items Set hyperlink on selected items Show task in timeline view Sort selected tasks by st
21. Assignedto Resource Programmers finds all items where any column has a member of the user group as value projects only in Portfolio find and the To do list for example Product Alpha finds all items within the spe cified project Examples In a scheduling project Start gt 2009 03 02 AND Start lt 2009 03 31 AND Itemname code OR Item name art In a agile project Itemstatus Not done OR Itemstatus In progress AND Workremaining gt 1 AND Workremaining lt 10 In a quality assurance project Bugstatus Assigned OR Bugstatus New OR Bugstatus Re open AND Severity Severity A OR Severity Severity B All columns types and operators This is a guide describing how to use the find query language together with all columns types and oper ators in Hansoft All columns in Hansoft have an ideal type associated with it For example both column Work remaining and Earned Value have the type Hours Detailed description Item name and Comments have the type Text The type describes how to find on a column and it also specifies how the operators work Keywords and parameters can be explicitly typed This means that when Hansoft evaluates the find query it will override the type that would otherwise have been assigned to the keyword or parameter For example you might want to explicitly type a keyword to Text to avoid it only finding items assigned to a user with the same name you want to search for as t
22. Cmd W or via the More menu This is a personal option that every member of the project can set More Reports and trends 9 Pipelines Kanbans and Workflows Ctrl Shift W Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 10056 Ctrl 0 Switch to Gantt scheduling interface Ctrl W a My personal options Ctrl O owitching between Agile and Task scheduling interface An agile project Marmi Cualty tiiit Fecsdaut bacrieq Kr To do lut e Agde pi O pewwbaddeog amp em El Breakdewn o Bete and Les Dee F Ment D Uocamant Mbani wid 2000 04 08 la Ponito diskp ued fe Fizi i i 4 Opiom o Farpais P pajen rowel hy o Help El Sprit Euri ss C Er g Prototype Z LE Email application Prototype 50252550223 ia Ix Ske m E fk Sonde Prot ki Ire rae Pul a Mined Hutholcgiri werk ngisis raja r 4 Leen amp mane Bo Si Large Game Prodi y hoping meak pempig oe 15 ponirdors EF in 13 H Lodi E i5 die d b ds r Orte ger bs ig Taal function AL on wephicotion caer can crgabr nans wml B g Preuentieg ema dd an applicaten user Ioan sec a Biol adl me eS ap i E Security AL on appka unm cn paipa protect ihe application Example Proj Man d Freien bes ipid 55 din apes abe uim 124nh Terni Peg ese patus Hot La A task scheduling project Planning Quality aasurance Feature lit Ox Schedule i ished Eask rikis W flee Unde E
23. Milestone 2 When updating out of office planning please notice which projects that have been affected by the planning changes Out of office has been updated and schedules adjusted accordingly 2 changes in project Mixed Methologies 1 changes in project Next Generation If you arrange tasks Ctrl Shift A or Cmd Shift A they will be adjusted in accordance with out of office planning Textures Exploration area exterior pti atl F Example Team User Milestone 2 Hilnal milestone schedule S Textures Exploration area exterior ptz ploration area exterior pt Example Team Use Milestone 2 Final milestone schedule G Textures Mission buildin M tures Mission building interior 2 ast a a a a a Example Team User Milestc Textures Special effects Copy Ctrl C Tet res Special effects Example _ No name Copy as hyperlink pm Example Team User Milestone 2 0 0 Vacation plannim Cut CtrleX Vacation planning Trip to England Paste Ctrl V Trip to England Example Team User Milestone Z Final m 19 9 Outsourced Modelling 2 275 Inhouse Modelling Insert sub project Ctrl U 0 0 Animation Delete Del 0 09 GUE Menu GUI art El 0 0 Core engine developmet Outdent Shift Tab 4 New templates in base libra Indent Tab 1 Localization features New inteface button Disconnect Ctrl D amp Sound Crash Delegate to Ctrl Shift G 376 infi
24. Not done Engineer Lisa Pipeline task settings Editing a pipeline tasks brings up this window Task name In development When created new Work remaining for Agile items Mot set hours Duration for Scheduled tasks 1 days Assign to Apply workflow or pipeline Break down options Can be broken down into sub pipeline tasks E Tasks are completed sequentially instead of parallel Kanban options Max Work In Progress WIP items items Max duration for this task Takt time 0 days 0 hours When task can start Send e mail notifications to Pipeline task settings The pipeline task name is reflected when selecting a pipeline in the project view Options for newly created pipelines When a new task is created it can be given a default work remaining or duration be automatically assigned to a user or user group and have a particular workflow or pipeline applied to it Breaking down tasks Break down options Can be broken da Locked for break down or workflow selection Can be broken down into sub pipeline tasks Can select a workflow on this pipeline task Pipeline tasks can be allowed or restricted in terms of how they can be broken down and whether a work flow can be applied to the pipeline tasks Enabling break down lets users insert or paste sub tasks on the pipeline task in the project view Letting users select a workflow is useful for quality sign offs on pipeline tasks Kanban options ar
25. Qo uansorr ila esse Administrator Online Server license C Example Proj Manager Project Managers Programmers Scr Offline Nou bee currisilir ronan Help Example Team User Business Unit 3 Programmers Scrip pp greatstudio com Offline a limited trial license C Exit Projects a Small Agile Server hostname Used by thentt to connect t the Hansoft Project Server Edit hastnamme E mail Connect Hansaft Project Server to your company s e mail server Configure email Profile settings for Administrator View e mail status Log on to the project server _ s Oo More settings The user can log on to the project server metu Security policy manastration oec es No Chat rooms The user can create and manage users and projects s o Document policy Portfolio Allocations e Ho Comment thumbnail policy The user has access to the Portfolio Allocations view Chat policy Documents Gw No The user has access to ihe document view amp Upgrade license Upgrade license You can upgrade your license here Please fill in the number of additional user accounts you want your license to cover I want to increase my license to cover this many new accounts Order upgrade Enter license key manually Gi HANSOFT Mac OS X Install To install the Hansoft client on Mac OS X first download the dmg installation file from the Hansoft website Once you have saved the setup file on your har
26. Severity A 5 bugs 4 Closed Severity B 14 bugs etc 3 Custom trend type name 1 Item Status and Confidence Main trend type Click ta select main trend type Secondary trend type Click ta select second trend type Third trend type Click to select third trend type Linking to tasks items bugs Hansoft offers functionality to link a task item bug to another task item bug One of the most common scen arios is to link bugs to tasks and vice versa This is useful for example when there are bugs related to a new feature in the product or in similar scenarios To activate this function you must activate the extra column Linked to task item bug in Customize project both in QA and in the project view Columns Calendar E mail notifications Agile and Scheduling More You can add extra columns that can be used for additional data on each item Available columns Category CC new comments to Confidence Database ID Estimated ideal days Hyperlink ID Last commented on Last updated on Originally created by Points Risk Sub praject path You can create delete or edit extra columns here Delete column Activated columns Linked to task item bug Release tag Sprint priority Go to the task or backlog item and select Link to tasks items or bugs Sprint backlog items C su D G Su amp G En 4 BR Pr p Er People All Burndown Sprint backl Copy Copy as hyperli
27. Showa Day Working hours Changing working hours in a project changes the allocation in hours not percentage of the users that have assigned tasks in that project If we have set a six hour working day and allocate the user to a capacity of 50 in this project this would indicate that the user has to work three hours a day on this task An eight hour working day with a 50 allocation would indicate four hours of work on this task per day Out of office vacation holiday planning and part time work Hansoft has powerful features for out of office vacation holiday planning and part time work individual users that affect both scheduled and agile projects One of the most important aspects of our out of office planning and part time work is that it is global affect ing all projects once you set it up in one project Be careful when changing out of office planning If handled incorrectly it can destroy schedules and dependencies because of its auto adjustment functionality Out of office planning We have a schedule made for Example Team User that looks like this Example Team User Exa amp e Team User Ex le Team User n area exterior pt Textures Mission building interior Jl Milestone 2 Final milestone a Milestone 2 e Team Use Textures Special effects adule al milestone schedule Milestone 2 Final milestone schedule Example Team User Milestone z
28. can create new emails 4 4 Email accounts As an application user want to create delete and edit email accounts 5 The sprint priority view Presenting emails As an application user can search for emails easily Furthermore the Board view can be configured to use priority either as a column or as a swim lane Sprint Sprint Email application Columns Sprint priarity T Lanes Assigned to bul Settings Select T Wery high priority High priority Medium priority Low priority Wery low priority No priority set Not assigned Example Proj Manager applicat ion 20 Example Team User Sprint priority in the board view You have commands on the toolbar to hide show past sprints Show More Show Last comment in list Show User stories in list Show Assigned to me only Show Archived items Show Completed items Show Ongoing and future sprints that Im a member of only The work priority in Items prioritized is reflected on the prioritization for the sprint backlog items in the co workers To do list Co workers can also change priority on their items from the To do list optional No priority set 4 d gd Very high priority To do list Find High priority inti Medium priori Description Status ium priority B x Low priority Very low priority Iteration Sprint 7 l 4 Scheduled tasks iff Resolved Qutsourced Modelling Not done Example Team User Outsourced Model se
29. m Example Ieam User Final milestone Milestone Z We decide that Example Team User should go to England red bar and this creates a normal planned task for when he is gone Example Team User n MUN MENSES n area exterior pt Textures Mission building interior EJ Milestone 2 Example Team User Final milestone ac Milestone z Textures Special effects Vacation planning jddule lal milestone schedule Milestone z Example Team User Example Team User Final milestone schedule Milestone z Final milestone Milestone z E sri Trip to England gt m Le Milestone 2 Final milestone schedule We right click on Trip to England and choose Set out of office status on task s Example Team User Exampl in area exterior pt Textures Mission building interior amp E Example Team User Milestone 2 e Team User Final milestone ac Milestone z Example Team Use Textures 5pacial effects r ddule al milestone schedule L Milestone 2 Final milestone schedule Vacation planning rr Tip to England EA g Djo me Milestone 2 Example Team User e schedule Split task at 2011 12 23 Copy Copy as hyperlink Cut Delete Set out of office status Delegate to Visible tao Set calor Ctrl C Ctrl x Del Ctrl S
30. 1 This day should be a working day b 24 25 A This day should be a free day Custom working hours for this day work from to work from to work from to The window is split up in three parts Holidays and observances Week working days and working hours and Settings for specific days In the Holidays and observances part of the window you select the country which most closely matches your local holidays and observances Holidays of that country will be marked red in the calendar and will also be shown in the To do list and in Project Overview In the Week working days and working hours you set the week s general working days as well as the gen eral working hours for the week Free days are marked gray in the Calendar and are also shown in the To do list and in Portfolio find In Settings for specific days you determine any special settings for a day that should overrule the general settings made in the Week working days and working hours part of the window The days you have changed will be marked green for a free day working day change and red for a change in working hours in this calendar window only Note The calendar setting applies to the whole project An example using the calendar settings for the Japan within a project holidays are denoted by red bars 2010 04 26 WF 2010 05 03 Wis 2010 05 10 2010 03 29 2010 04 73 Release 1 Holiday or Observance Date 2010 04 29 Thursday Calendar Japan English name
31. 2011 Q4 2012 01 Project root mI Milestones z NextGen Game Production Plan Internal milestones E Art animation and audio E Architecture Level design amp NPC and mission area start zone Low LOD f Ghost user Milestone 1 Contract Executed Exploration area exterior pti Low LOD Ghost user Milestone 1 Contract Executed Exploration area exterior pt Low LOD Ghost user Milestone 1 Contract Executed Level 18 9 Internal Milestone 9 Alpha Prototype Prod 2 Mission building interior Low LOD __ Ghost user Milestone 1 Contract Executed NPC and mission area start zone Mk1 Example Proj Manager Milestone 1 Contract Executed Exploration area exterior pti Mk1 amp oo Ghost user Milestone 1 Contract Executed Exploration area exterior pt Mk1 amp Ghost user Milestone 1 Contract Executed Changing the start or end date of a task Change the position of the mouse to the far left or right of the task and then press the left mouse button The information window will give you specific details on the change and how it will affect the task 2010 01 2010 Q2 2010 Q3 2010 Q4 204101 201102 Internal milestones M aai 2011 Q3 Art animation and audio Level design NPC and mission area start zone Low LOD f Ghost user Milestone 1 Contract Executed Ghost user Milestone 1 Cont
32. 30 2012 GMT Not After Oct 3 11 55 30 2013 GMT Subject CN Hansoft Generated Self Signed Subject Public Key Info Public Key Algorithm rsaEncryption Public Key 2048 bit Edom diii A hostname mismatch error Trust verification validation errors usually occur because of hostname mismatches Most commonly the hostname in the certificate issued by the server is missing or different from the one that your client con nected to There may be several causes of this mismatch Server hostname is not specified or is incorrect Note This has to be addressed by an Administrator In the Administration sidepanel click the Edit hostname link under the Server hostname section Fill in the server hostname that your users would use to connect to the server An example would be hansoft server mycompany com Laas Frojdi Shares f dott B Crewe new uper Delete uem e Ed amp urer FT change aves More O Dimmens Le Perai Alene User gepupi E mail Eru a 1 netz LETS d Jine 4 Options e E Help e Ord C Eng iit cl kia D birmi Edbnarsg b utig iy dieti Fo See 16 tha Heer Pra one inne Boon ki Exil Tih amp h ge Pre ihe bare horiname for penersting luk fo dopamenti tks and dor sriaschmentkr and images d im Iu comme 4 Loma application Adld amp ienally Ehe pirmi hedbnarer Hi uid when Ehre immi H using ieB igned calie G Hansort Sever ince The current benbe peed wall end in SB dyp ao this dabr 20304H 251 Tour lipence
33. Cut Ctrl X Paste screenshot as attachment Ctrl V Delete Del Tag to release k Ed CC new comments to em Set hyperlink Ctrl Shift H Set status override workflow d View change history on Ctrl Shift I View time reported on A link to the task backlog item will now be visible in the column it is cross linked so a bug link is visible in the project view El Asa user I can see my e mail Notdone 67h 4 Incoming mail amp Notdone ih Quick view vw Assigned E mail not visible in quick view Engineer Lisa Mot done 10h Draft mail Notdone 9h Trends in QA Analyzing trends in QA is vital in order to analyze how the quality of a product is progressing and when itis going to be finished Trends in Hansoft are a combination of data global per project per user group or individual and type Severity Bug statuss etc Trends per project can only be accessed by Main project managers and trends on a global level across all projects can only be accessed by Administrators those who can create user accounts and projects Trends can be copied to the clipboard in order to be used in printed or web reports Go to More gt Trends wr Mare Export and import Reports and trends kz Create and share reports Ctrl Shift R Screenshot tool Ctri Shift M Reports shared to you d Manage user view presets Tends Detailed access and restriction rules
34. Del Tag to release CC new comments to Set hyperlink Ctrl Shift H Set status override workflow d View change history on Ctrl Shift I View time reported on As shown in an previous chapter you can also notify individuals or user groups when a bug reaches a spe cific status here the user group Project managers is notified when a bug reaches status Closed a o Transition vm a Mame and icon Resolved When reaching this status Set work remaining on the bug to Mot set hours Is Assign to ed Send e mail notifications to assign r Mandatory data fields Data must illi 2 o cato to Comment 1 Description When a bug reaches this status extra e mail notifications can be sent out Detailed det to a set of users groups Severity Z E zx d Available Notifications to When assigned to someone go to Designer Eric E Additional options Cannot seq 1 Designers Allow reas Engineer Lisa E This status 1 Engineers Detailed description and Steps to reproduce For each bug you have a Detailed description and Steps to reproduce Bug Detailed description Steps to reproduce Reported by Manager Chris You can view in the bug list and print and find on detailed description by going to Show on the toolbar and then Show Detailed description in list Redo w Show More fk Create and share Reports Show Last comment in list Show Detailed de
35. Delegation to a whole scrum team in agile Hz Qp Email application Prototype 2010 03 29 2010 04 23 People All project members Burndown chart El Sprint backlog items 4 Email accounts As an application user I want to create delete and edit email accounts 4 Email functions As an application user I can create new emails 4 Presenting emails As an application user I can see a list of all my emails Security As an application user I can password protect the application so no other user can access it 4 Presenting emails As an application user I can search for emails easily Reported problems ci Delegated to All project members Delegation example of the backlog in an agile project Limited visibility Limited visibility is vital if for example you want to connect outsourcing partners or other external project partners and let them see only a part of the project First you have to set the Limited visibility flag under Administration Projects and Settings for members of for the user that limited visibility should affect Right click on a sub project or backlog item and click on Visible to To do list Users Projects Shares Documents i n la PEE ES Create new project 99 Delete project anf Edit project 72 Add remove users to project More a Portfolio fe Administration i Projet name 0 Number of members Main manager s JP Options Large Game Production 2 members Example Proj Manager
36. High confidence ItemStatus Completed Project Development project BugStatus Assigned MyCustomColumnDropList Drop list item A Pipeline Cutscene Workflow Sign off Explicit typing Confidence High Medium or Low Risk High Medium or Low Priority High Medium or Low BacklogCategory Requirement Enhancement Technology upgrade Bug A Bug B Bug C n Or Bug D Severity A B C or D ItemStatus Not done In progress Completed Blocked or To be deleted ItemType Scheduled task Milestone Backlog item Agile task Sprint Sub project or Bug Project Project name BugStatus Project name Bug status name ColumnDrop Column Name Custom drop list item name Pipeline Project name Pipeline name Workflow Project name Workflow name WorkflowStatus Project name Workflow name Workflow status When searching in the To do list or Global find the Project name mentioned above is relevant because in these circumstances you need to specify the project you want to specify for example a bug status from When explicitly typing drop list types some of the values are fuzzily matched For example Back logCategory Bug A is the same thing as BacklogCategory BugA or BacklogCategory A Bug Example of explicit typing Severity A returns all bugs that has Severity A Project My game project returns all items in project My game project Pipeline Cutscen
37. Jump to the next chapter if you want to know more about pipeline task settings Pipeline references In a pipeline you can make a reference to another pipeline This is very useful when building more complex pipeline structures In the screenshot above pipeline Level is a reference in pipeline Cutscene This is reflected when selecting pipeline Cutscene in the project view El 4 The dungeon Cutscene 1 To Cutscene pp Level Voice uus gF Walkthrough oe Mac ap am ef Animation nu Sign off Quality nat approved a Ta y r E e Sign off Quality not approved E Game best gate Game QA test Not approved oad Level completed ee HF oice Pate Sound part 1 Vd i Implementation stern Gamera amp lightning ees amp Sound part 2 e Cutscene completed Pipeline Level can also be used as a standalone pipeline El The dungeon Level 1 te Level Low LOD em e Walkthrough ee Low LOD db Sign off Quality not approved 1 High LOD Sign off Quality nat approved ar i Script laver been H Game best gate Same QA test Not approved Kanban wall view A powerful visualization of and a way of working with pipelines is through the Kanban wall view If you go back to the Pipelines kanbans amp workflows window you go can go to the wall view directly Pipelines and Kanbans are used to handle parallel workflows of sub tasks on an item They are mainly used
38. Manager Client Description Reported problems 2012 10 17 11 42 24 Example Proj Manager Client Linked to release 2010 05 19 Release 1 2012 10 17 11 42 24 Example Proj Manage Client Status Mot done Automatically set when item 2012 10 17 11 42 24 Example Proj Manage Client Moved to sprint Email application Prototype 2012 10 17 11 42 24 Example Proj Manage Client This item was created In project Small Agile Project E Show detailed change history advanced Project History Save a perfect copy of the project in history and then compare it to the current one Analyze slippage of releases user groups Such as programmers individuals sub projects or specific tasks Project history is accessed through the More menu in the project You can view project history save the plan in project history and set auto save options Tip Before making a major change to the plan save the current plan with Ctrl K Cmd K If not satisfied with your change go to project history and roll back to the historic version Ghost user mode Project history O View project schedule history Ctrl J Export and import lt Save project schedule in project history Ctrl K Reports and trends Project history auto save options Manage user view presets Pipelines Kanbans and Workflows Ctrl Shift W Ei os B Customize praject Print Ctrl P amp Zoom view In Ctrl 1 Zoom view Out Ctrl
39. Not done Duplicating a pipeline or workflow Pipelines Pipeline fundamentals A pipeline is used to structure work done on complex tasks that may have dependencies It is made up of pipeline tasks each of which represents a step in the pipeline Tasks are then connected to represent the dependencies that exist enabling a wide variety of possible pipelines that can have both sequential and parallel chains Crestetask 0 Create reference faa Ditconmect X Delete amp Undo a Hed Save this and update fem c Sawe this and updabe tem Pipeline Kanban Start i Q Uodate Mil exiting items C ANI project members Update only item selected in the project Y Only use this on new items Beane of ibemg whch will be apdabedi Tak jdawble dick 13i bascabr Wireframe Incoming mail PL C ret mail pem ee c Sent maa d A T Format text Tack Task Paste images UI design Documentation Tapi Implementation A pipeline showing both sequential and parallel work Pipelines can be set up with default behaviors for assignment work estimates and restrictions for if and how tasks can be broken down into further subtasks Task ume Ul design When aested mew lark remainina for Agit Hemp hol ie hei Duration Ter Saneduled Erik s i days Appgn 13 Break down options Locked for break down or wordlow selection kanban egliong Max Work bn Progress WF items Mems Ka duration Tes deg taak Takt iim day 0 han
40. People All project members Projects Burndown chart T Customize project Small Agile Software Program Large Game App with Kanban wz Example Project To create a Time spent column go to your project the schedule view More Customize project E Sprint backlog items Task 1 Task 2 Task 3 Example Proj Mai Oh Example Proj Mai 3h Not assigned 7h Completed C In progress Not done Print amp Zoom view In Q Zoom view Out C Zoom view 100 Switch to Gantt scheduling interface of My personal options Ctrl P Ctrl Ctri Ctri 0 Ctri W Ctrl O Text Can be accessed by Multi line text edited in activity details window Hyperlink Drop list single choice Drop list multiple choices Number 1 2 3 Number with decimals 1 0 2 0 3 0 Time spent 0 5h 5 0h 150h Date 2013 11 25 Date and time 2013 11 25 11 07 09 In the Customize project window you can add new columns to your project Enabling the Time spent column in the To do list There are a couple of prerequisites required in order to activate the Time spent column in the To do list Start by creating a custom column of the type Time spent in your desired project Remember to check the box Use this column as Time spent column in To do list while creating the custom column Note If an item is part of a project that does not have a Time spent column or if the column has not been
41. Presenting emails As an application user I can search For emails easily A team member can break down backlog items iteration stories or continue to insert tasks directly from the To do list or in the Project view Hierarchy O Backlog item X Delete Unda Reda Item name Email application Submitted impediments Delegated to Example Proj Manager and Example Team User Build system tao slow Distributed compile servers have random downtime Meed more computer memory to compile faster User stories Hansoft has extensive functionality to create edit view and print user stories User stories in agile meth odology are high level feature descriptions formulated as one or two sentences in the everyday language of the user You flag backlog items both in a sprint and in the backlog by right clicking and selecting Flag as user story Columns Calendar Agile general E mail notifications Sprint prediction method 5 days weighted average Agile and Scheduling Length in days when creating asprint 20 More User stories L When a backlog item is created it should be flagged as a user story In customize project you have the option to have backlog items both in the sprint and the backlog flagged as user stories by default Calumns Calendar Agile general E mail notifications 5print prediction method 3 days weighted average Agile and Scheduling Length in days when creating a sprint 20 More User stories
42. Select Status Workflow y Find by keywords Or work remaining greater than 10 hours On criteria find on Numerical condition Greater than Work remaining d Greater than Ld 10 You can also create an excluding criteria This means that everything that comes to the criteria has to NOT be what is specified NOT ItemStatus Not Done in order to pass through S Create excluding criteria 3 Disconnect Create excluding criteria _All bugs In project Small Agile Reported bugs Query logic Creating a criteria after another means logically AND see query language for more references Gi Create find criteria S gt Create excluding criteria x Disconnect A Delete 2 Undo Ca Redo Sort and group report by gt More ae Dave b f el ee Mot done 15 In 14 nut mE EEE jE gil Greater than 10 14 In 1 out P Report query Generated from find criterias Itemstatus Not done AND Workremaining gt 10 Branching out to more than one connection means logically OR see query language for more references Report query Generated from find criterias Theristatus Mot done AND Feature Feature 4 OR Feature Feature B OR Feature Feature C tem status Mot done 15 In 14 nut amp eature eature Feature A Feature C Feature B 14 In 4 out 14 In 4 out 14 In 6 out AND and branching out to OR can be combined The visual query below woul
43. Specify choice Status completion Select Status completion Building a query Building a query Building a query is the first step when doing a report A query find the tasks items or bugs that you want to be included in the report The end result of the visual query builder is a report query that is in the same format as Hansoft s Find query language When building a query think of water pouring from the top to the bottom and filtered in between to sort out everything you do not want First there is All items in the project then we have different find criteria sorting out items you do not want and in the end there is Reported items which is the end result gt Edt genere and export Trginerr bugs Er Crests find cnra amp Create quriuding cr rria LE B P EN i hoi ged cup npor ey cb Report repost retur Men Report query Gata al ed Pesce Pied ceteri Brp DR Ceri Ce converte hnd em Custom report query I TETTE ee Erga Cm Dna Find criteria A find criteria is the element between All items and Reported items After you created a find criteria you select what to find on from available columns On each column you then select on what to specifically search for For example finding Item status Not done In project Small Agile 17 items On criteria find on Scheduled condition In progress P Bug status Assigned Closed or New On criteria find on Specify choice Status Workflow
44. activities under it and then sort Assigning users to tasks One of the fundamental aspects of Hansoft Project Manager is the sharing of information specifically the project plan When you assign users to tasks these tasks will immediately be visible to the assigned user and to the whole project team In the activity list you can assign users to tasks and use the Portfolio allocations tool to see how that user is currently allocated to avoid over and under allocation If you want help on adding users to the project go to the section on Allocating users to a project Assigning a user to a task A quick way to assign one user to a task is to double click the field under the column Assigned to or to select itin the Item Details window The user you select will automatically be allocated 100 of the time in the project You can filter on different user groups or find users by way of a free text search This is very good for loc ating users in large teams EB Animation test shoot prep Not assig Set not assigned Animation test shoot Not assic F Animation test post shoot Not assic Example Proj Manager Animation prototype design prep Not assig i Animation prototype shoot prep IMot assic Animation prototype shootin LA Not assig DONEC ieam Uer Animation prototype post shoot Not assig Anim Monster Not assig Anim robot anim Not assig Anim monster anim Not assig Anim Voice capture session Not assic
45. affected by Update existing items TaskName Completed PercentCompleted Work Budgeted work e SetDurationHours e StartHourOffset e ColorR ColorG ColorB LockedToBeSubProject e PreCreatedColumn_WorkRemaining PreCreatedColumn Risk e PreCreatedColumn Effort e PreCreatedColumn Category PreCreatedColumn ComplexityPoints e PreCreatedColumn ltemStatus PreCreatedColumn SprintPriority e PreCreatedColumn MainBacklogPriority PreCreatedColumn BugPriority e VacationFlags e QABugState e QABugSeverity e LongText e SecondLongText e FlaggedAsUserStory e DateZones e Resources MilestoneName e ColorR ColorG ColorB for milestones Date for milestones Hyperlink e GeneralLinkedTo e CustomData e CustomColumnDatas Data fields in Hansoft that remain unaffected by Update existing items e WorkflowStatuslD e WorkflowPipelineContainerlD e AutoGeneratedWorkflowPipelineContainerlD e AutoGeneratedWorkflowStatuslD e DefaultSubltemWorkflowID e Linked to milestones Committed to sprint e Scheduled connections DelegatedTo security reasons e Visible To Security reasons e IDHistory e Comments e PlannedBy e CommentPostings e CCCommentsTo e WallCustomGroupPosition ResourceUsage oecurity This is a page giving information about possible causes and solutions to the trust verification error dis played when connecting to a Hansoft server Troubleshooting For help i
46. alas you En merie 2925 One Geers bh thi genie hA Faree been autpo genersied by Hanse Uder caonf iqured comedi dienip will reges Ho won gun iii gi Miu crib scane hallan meimatehei when alterpersg Lo conned Sewer hartnkne HOSTNAME o J cmn Used by clients to connect to the Haniel Peajedl Giver Edit hosie Connecting to a server via the wrong hostname For example you might have specified your computer name e g MYWORKSTATION as the server host name but are trying to connect to localhost Solution Make sure you are connecting to the same hostname as has been specified in the Server host name field as described in the section about Server hostname Hansoft 7 0810 x64 Hansoft server HOSTNAME Y Part 20255 Hostname not found in certificate Your system administrator may have provided Hansoft with certificates that do not contain the hostname you are attempting to connect to The system administrator s guide provides further information on where Hansoft looks for hostname information in a certificate Compromised server The server you are connecting to may not be what it says it is Contact your system administrator and verify the integrity of your Hansoft server Keyboard shortcuts Notice This page applies to Hansoft version 7 1043 or later If you are running an earlier version view the older keyboard shortcuts here When editing text When editing text in commen
47. available on the toolbar in the project view and product backlog Options for Showing comments and User story or Detailed description text are available in Portfolio Find and the Quality Assurance part of Hansoft Show More Show Individual allocation Show Last comment in list Show User stories in list Show Assigned to me only Show Editable by me only Show Archived items Show Completed items You can choose to hide or show archived items Select a part of the project you want to hide by archiving in the right click menu G My Old Sprint 2010 03 07 2010 03 26 People 4 Copy Burndow Copy as hyperlink Sprint ba Cut dis Paste text as items Insert sub praject Delete People 4 Burndow Cutdent D Spt ha Indent Collapse all Allocate users to sprint a O g Allow sprint members to insert delete or edit items a Find bugs committed to this sprint Delegate to Visible to Tag to release People 4 Set hyperlink Burndow ae Ctrl C Ctrl X Ctrl V Ctrl U Del Shitt Tab Tab Ctrl Left E er user can access it Ctrl Shift Q Ctrl Shift G Ctrl Shift H View selected only View on timeline tym e sg View change history on Show them again by selecting Show Archived items Show More Show Individual allocation Show Last comment in list Show User stories in list Show Assigned to me only V Show Ar
48. be self signed in which case a Certificate Authority is not involved Upon con necting for the first time the user will be notified of this Logging in to a secure server ce Hansaoft EG Trust verification Please verify that you trust praject corp com View certificate details v Always trust this certificate oa I trust this server The login screen prompting the user to verify trust of the server When first connecting to a server the user is presented with a Trust verification dialog Before accepting the certificate the user may review the details by clicking the View certificate details link If there are crit ical errors these will be indicated For more information about troubleshooting security read the Troubleshooting section Trusting a certificate If the information provided in the certificate appears to be legitimate the user accepts the connection and proceeds to log in to the server Certificates can be stored permanently by checking the Always trust this certificate checkbox The server is now considered trusted by the client and further notices will be sup pressed as long as the certificate remains valid Removing a certificate Should the user ever wish to rescind a certificate the Connection options dialog contains a section for man aging certificates Port 20256 The connection dialog Language English United Kingdom Genera Connect to server on startup Save a history
49. browsing either the planning view or the product backlog When selected this option keeps the affected column in view at all times Planning Quality assurance Product backlog Agile Schedule L Sprint backlog item Break down Delete Undo Redo Item name Status Show Work remaining Show Assigned to F Cor People All project mem wf Show Time taken on Burndown chart Sprint backlog items E p Update w Show Git History Show Category Show CC new comments to Show Hyperlink Show Linked to item Show Points Show Release tag Show Sprint priority Show Sub project path Show Pipeline Kanban or Workflow Adjust width to best fit Keep this column in view Right click the Item name column to bring up the column drop down menu Special functionality in drop list item type You can auto assign an task item or bug to Someone dependent on the selected drop list items this can be used to assign a task item or bug dependent on classification for example Customize project x 9h Not done MEN E oo Not done 9h Q Not done Calendar You can add extra columns that can be used for additional data on each item T 010 03 29 2010 E mail notifications Available colur gh Create custom column i 9h Not done 2010 05 19 R i Category Agile and Scheduling P RE More Confidenc Name SERERE wpe MN cae 5h Not done 2 E Low prio Hyperlink C
50. bug status If you would like to reset the workflow back to the Hansoft original click on Default workflow on the tool bar G Customise bug workflow for E mail application Sea m 5 Create status Create transition amp Edit lt Disconnect X Delete O Undo 4 Redo More of Save T Action Report new bug Can report new bugs c All project members 178 Status Y Closed Remove assigned users ATF Status New Go to status Assigned when a ssigned S o a Transition o o Transition Users groups allowed Users groups allowed ie All project members i All project members f Status Assigned l Let users reassign in Ta do list T Status af Status Re open JTF Status nd Resolved DET Verified Assigned o a Transition Users groups allowed Creating and editing a bug status Creating and editing a bug status in Hansoft is fundamental to controlling the bug workflow Through the bug status you can Change the visual appearance by changing icons When a bug reaches this status you can auto assign the bug to individual users or user groups for example by assigning the bug to user groups QA Testers when it reaches bug status Resolved You can also chose to auto assign to the Original Reporter directly Give an extra E mail notification to individual users or a user groups for example by notifying user group Project managers
51. can be restored to its original state Set permissions A document or a folder can have very detailed permissions Please read Permissions for reading and edit ing documents above Copy to my computer The document or folder will be copied or updated from the central project server Create new folder Creates a new folder within the current folder Add to current folder You can add documents from your computer and store them on the central project server Using the chat Chat rooms There are two types of chat rooms Individual User to user chats and Group chats that are based upon the User Groups set up by an administrator There is no concept of joining a chat room all chat messages are saved and time stamped on the Hansoft server enabling users to catch up on conversations that occured while they were logged off Unread counts Do not disturb Find people Leads Producers Administrator Anna Manager The chat room list showing unread messages Incoming messages will increase the Unread messages counter of the chat room in which the message arrived The Chat rooms header will also display the number of unread messages even when the Chat sec tion is collapsed Starting a chat To start a chat conversation double click on the name of the group or user in the Chat rooms section The name will be displayed in a bold typeface to indicate that a chat window has been opened Chats can also be sta
52. change password Avatar User can change their avatar You then add the newly created user to the project and he she can be used as a user only in QA notin scheduling E a Available users E mail application Administrator Designer Eric Producer Anna gt Engineer Lisa 4 S Manager Chris Tester Jetf ox ances The external tester can now be used as a user in the QA part of the project Set not assigned Designer Eric Engineer Lisa 7 Manager Chris Tester Jeff Selected 1 of 3 items Description Sub screen is not worki f Re open e Tester Jeff j Find people p Status Assigned to Importing TestT rack Pro XML Hansoft offers functionality for importing TestTrack Pro XML directly into Hansoft You have to be either a Main Project Manager or have a rule granting you access to importing You must also be able to report new bugs in the workflow Go to More gt Export and import gt Import TestTrack Pro XML Please note that custom column fields will not be created and imported Y More kl Create and share Reports Export and import tal Export ALL items as Hansoft XML Ctrl E Reports and trends d Export ALL items as spreadsheet xIsx Screenshot tool Ctrl Shitt M Export ALL items view as tab separated text I Manage user view presets Export SELECTED items as Hansoft XML Ctrl Shift E E Detailed access and restriction rules T Export SELEC
53. connected to Hansoft Group presence icons o At least one member of the group is connected No other members of the group are connected Docking and pinning chat rooms Docking and undocking amp Julia Artist Hansoft pE w Anna Manager x John Producer Hey let me know when you re back Anna Manager EA Did you have that TPS report E Julia Artist Sorry meeting ran over time What s up Docked and undocked chat windows Chat windows can be either docked within the Hansoft main window or appear as undocked free floating windows This is controlled by clicking the Undock icon I of a docked window or the Dock icon M of an undocked window To set docking behavior for all new chat windows see the Chat section in your Per sonal Options Pinning and unpinning Undocked chat windows can be pinned to always appear on top of other windows Click the Pin icon to bring a window to the front and the Unpin icon to release the window allowing it to be hidden behind other windows Personal Options The Personal Options dialog is the central location for user preferences affecting various parts of Hansoft involving localization appearance editing and planning options You can open the Options window in Project schedule Backlog Quality assurance Administration or in the To do list You can use Ctrl O Cmd O to open the options window The options are both personal and global
54. elegati o E 76h Scripting Delegated to Visible to Set color d Tag to milestone E C Sprint 7 201 People Allacated to this It Flag as user story Ctrl Shift U Burndown chart Set hyperlink Ctrl Shift H Iteration backlog items H El Scipipd events and Scheduling actions Arrange selected tasks Ctrl Shift A E pe View selected on Ctrl Shift s i i iehi s im iew selected only Ti ntt Move connected as far back as possible Ctrl Shift Home nemy dena View on timeline Ctri 5 annect selecte i NPC behavior Connect selected tasks Ctrl Shitt T Combat evem View change history on Ctri Shift T Connect activities by number Ctrl Shift L NPC behavior Mk2 Combat events Mk2 BIG event Mk2 dialogues MEZ lt gt Transform tasks to milestones Set out of office status All out of office planning in all projects can be summarized in Portfolio find by choosing condition and They are out of office tasks Browse through statuses and more Agile They are sprints iterations Agile They are backlog items General Flagged as User story General Archived General Not assigned General Milestone release overdue General Out of office tasks General Pipeline tasks that can start now General Ongoing tasks Milestones releases They are milestones releases m Find by keywords Clear selection Ok p All out of office tasks are also visible in all Portfolio alloca
55. into work remaining and scheduled task duration Agile and Scheduling provide options for both the Scheduling and Agile modes Highlight tasks on Critical path will highlight tasks in the timeline that if delayed will affect the finishing date of other tasks 2013 11 18 Way 2013 11 25 Was 2013 12 02 Wao 2013 12 09 Ex Sub project y Ex Task 1 amp Ex Task 2 Ex Task 3 4 Ex Task 4 Note that in the timeline the shaded areas signify weekends which is why Ex Task 1 and Ex task 2 retain their critical dependency Documents Location of documents on your computer C Users me Documents Hansoft ExampleServer Select location App for comparing files Locate compare diff app Arguments for compare app 0 file one 1 file two In Documents users can specify a location for the local copies of documents from the Hansoft server as well as an application to used when comparing files Chat Play sounds v In person to person chats E In group chats Undocked chats F Open chats undocked v Stay on top by default App badge counter v Add unread messages from users F Add unread messages from groups J Enter key sends message The Chat section includes preferences for sounds badge counters and how un docked chats should behave Setting an avatar To make it easier to tell users a
56. items in the Product backlog and then whenever they are committed to the Planning view the pipeline will be instantiated as a set of subtasks to the committed item Pipelines are typically used to automate task creation in a sprint on a fairly detailed level The steps in a pipeline typically maps to tasks that should be performed by an individual person Even though it is possible to visualize a pipeline in the board view in Hansoft they are often too detailed and have too much branching parallelism in them for this to be manageable For the most part pipeline items will be interacted with from the Hierarchical Planning view and each user s To do list e Kanban A kanban in Hansoft or more precisely a kanban board or kanban flow can be seen as a way to visualize a value flow The value flow comprises a set of items flowing through a number of refinement steps Typically the steps of the kanban are related to different stages of refinement for the items that are flowing through the kanban Kanbans are useful on different levels of abstraction they can be used to visu alize high level value flow for Features or Business Epics but they are also useful on the team level for example for teams that utilize a kanban or scrumban approach When used on a team level a kanban can define a series of high level steps for example Define Build Test Each such step can then be defined in more detail in the schedule view by breaking it down into subtasks that an indiv
57. link to the task backlog item will now be visible in the column it is cross linked so a bug link is visible in the project view 4 Submitted impediments Build system too slow v Assigned Firewal Translations You can open the Options window in Project schedule Backlog Quality assurance Administration or in the To do list by clicking More gt My personal options Shortcut Ctrl O Cmd O These options are per sonal but will affect all projects and views in the Hansoft client For example if you change the language set tings they will apply for all text in the entire client Appearance Editing Language English United States From operating system Agile and Scheduling Documents Date format 2012 10 31 From language Chat In views Show links between milestones releases and items in the timeline view Show sub project completion percentage Right align Item name Description text Show past sprints iterations and milestones releases in drop down selections General Auto preview files from task item bug attachments From Options you can open the Manage translations window Here you can create new and edit your own translations Manage translations Create new and manage existing translations of Hansoft Check out Check in Show history English United Kingdom Built in translation provided by Hansoft English United States Built in translation provided by Hansoft cpr e de A Bet Bl Bu
58. list Description Mixed Methologies 4 Scheduled tasks MextiGen Game Production Plan Player based progression Core engine development New templates in base library Core engine development Localization features Core engine development Hew inteface button Prioritized path seen in blue and gray Email accounts Email functions Presenting emails Planning Quality assurance Product backlog Sprint priority Sprint backlog item Sprint Release Break down Delete Undo Y Sprint Email application Prototype 2010 03 29 2010 04 23 1 As an application user I can see incoming emails in a folder 2 4 Security As an application user I can password protect the application so no other user can access it 3 4 Email functions As an application user I can create new emails 4 4 Email accounts As an application user I want to create delete and edit email accounts 4 Presenting emails As an application user I can search for emails easily Portfolio find path seen in gray Find Allocations All items Find by keywords Programmers not done Show More jm Create and share Reports Activity name Mixed Methologies Outsourced Model setup design and quality New templates in base library Localization features Mew inteface button Sound Crash ey y ej Xy Delegation and limited visibillity Delegation and limited visibility on sub project items are vital components in structuring and organizing
59. o de Lean amp Kanban 2 members Example Proj Manager C Exit Mixed Methologies 2 members Example Proj Manager Small Agile Project 2 members Example Proj Manager Projects wt Small Agile Project 5 Mixed Methologies ean amp Kanban Large Game Produ E Member name Is a main manager Limited visibility Can access project history e Example Proj Manager Yes F Ma Yes ea Example Team User E Mo Yes F No Item name 376h 14 492 Project root Milestones amp Visible to Publisher El 76h 14 4 NextGen Game Production Plan Internal milestones i Wisible to Publishet 14 5 Art animation and audio Delegated to Art Director El 0 0 Core engine development New templates in base library Localization features 4 New inteface button Sound Crash Setting Limited visibility on internal releases E Internal milestones amp Visible to Publisher Minor Internal Milestone VOCap MOCap test animation design and priority Minor Internal Milestone VOCap MOCap test shooting Minor Internal Milestone Story and Setting Drop Dead Date Minor Internal Milestone VOCap MOCap test animation delivery Minor Internal Milestone Design Char Final Humanoid Skeleton 4 Minor Internal Milestone Design Char Final Model Quality and Design Minor Internal Milestone Architecture Low LOD Minor Internal Milestone VOCap MOCap animation design and priority 4 Minor Internal Milestone VOCap MOCap shooting 4 Minor Inter
60. of project server addresses Start Hansoft when computer starts Security Manage stored trusted server certificates cancel The connection options dialog Clicking the Manage stored trusted server certificates button will display a list of certificates the user has previously trusted By clicking Remove the certificate is deleted and upon the next connection the user will again be asked to verify trust in the certificate Hansoft Generated Self Signed The list of certificates Troubleshooting Hansoft X l Trust verification Hansoft could not verify the trust of localhost There were errors validating the certificate View certificate errors Troubleshooting and more information Trust verification error dialog When the trust verification dialog indicates an error clicking the link will diplay the certificate details page The top frame indicates the type of errors that were found Read below for troubleshooting instructions on the most common errors Hostname mismatch Certificate Details The following errors were reported The certificate is self signed and cannot be found in the list of trusted certificates Hostname mismatch valid hostnames in certificate HOSTNAME Hansoft Generated Self Signed Certificate Data Version 3 0x2 Serial Number O 0x0 Signature Algorithm sha256WithRSAEncryption Issuer CN Hansoft Generated Self Signed Validity Not Before Oct 3 11 55
61. process Go to the bug workflow and press Show status statistics on the toolbar Ve ATF Status New 3 unique bugs passed status 3 times Average total time bugs spent in status Odoh2m Average time until status change Od O h2m Go to status Assigned when assigned Bug workflow One of the most fundamental parts of Hansoft QA is the bug workflow The bug workflow is unique for each project and is fully customizable Each and every bug is bound to the workflow and only Main project man agers can override it The bug workflow The bug workflow decides Which bug statuses there are New or Assigned or My own bug status and their visual appearances How the bug workflow is progressing going from New to Assigned and from Verified to Closed for example Who can report bugs Who can go from one bug status to another only user group QA Testers can go from Resolved to Veri fied for example Auto assigning bugs to an individual or user groups such as user group QA Testers for example when reaching a bug status Forcing users to enter bug status before progressing in the workflow Notifications to users groups when a bug reaches a status for example user group Project managers should receive an E mail when a bug reaches status Closed To view the bug workflow go to More Customize bug workflow Show More Export and import Reports and trends Screenshot
62. root Create features enhancements or other items in the backlog Product backlog for Small Agile Hierarchy O Backlogitem is Break down X Delete Undo Redo Show More Q Find to sprint Email application Submitted impediments Delegated to Example Proj Manager and Example Team User BM Build system too slow Not done B Blocked Hot done E Distributed compile servers have random downtime B Need more computer memory to compile faster Selected 3 of 29 items Batch edit Name Linked to ft Attach files Organize Borrowing a functionality originally from agile this lets you create items in the backlog and then committing them to the schedule Drag the items from the backlog to the schedule Items will stay in the backlog while they at the same are planned in the project schedule C Email application Version 1 0 2010 04 24 2010 05 18 People All project members Burndown chart Sprint backlog items Not done amp 5 Product backlog for Small Agile Hierarchy O Backlog item Break down Delete Undo Redo Item name Email application Blocked Submitted impediments Delegated to Example Proj Manager and Example Team User Blocked I Build system too slow Not done B Distributed compile servers have random downtime ill B Blocked E Need more computer memory to compile faster N
63. second activity will now always be later than the end date of the first activity You can not create illegal dependencies Animation test shoot prep s Mir Animation test shoot Animation test post shoot A blinking red arrow along with red colored activities indicate that the connection you are about to make is impossible You can configure the connection by clicking on it with the right mouse button Animation test shoot prep Animation test shoot M Delete this connection Animation test post shoi Change connection to d end to start Ten end to end Go to Animation test shoot prep from start to end start to start Go to Animation test shoot to When you connect two activities the end date of the first task affects the start date of the second task This is referred to as an end to start connection This can be changed to other types of logical dependencies that work in the same way Select the type of connection that suits you best You can also connect summary activities to activities and vice versa Animation test Milestone 1 Animation test shoot prep en Animation test shoot amp Animation test post shoot More about summary activities is located in the Indenting tasks and summary activities section of this help manual You can set the lead lag time on a connection by right clicking on the connection and selecting Set lead lag time Animation test shoot prep
64. select on pipeline tasks Low LOD and High LOD The Low LOD step when completed will be assigned to the art lead for review La My Kanban Sprint People All project members Burndown chart El Sprint backlog items Cutscene 1 f Walkthrough D f MoCap 1 4 Camera amp Ligthing f Walkthrough k Low LOD Bees 2 Implementation Not done amp Not done e Completed ef Completed e Completed Not done e Completed a o First step C In progress o o Not started Mot done Not done Not done Not done Not done Not done The art lead now has the task in their To do list ready for review 2 SB L9 Cutscene b Level Mat assigned Mot assigned Not assigned Not assigned Artist Fred Artist Fred Not assigned a a Art signoff a e Art signoff Mot assigned Not assigned Not assigned Not assigned Lead Artist Nick To do list 1 boni To do list la Portfolio Description Status 4 Options p 9 Help C E 4 Sprint My Kanban Sprint Cutscene 1 Level Projects Low LOD Kanban Project o o Review by art lead Not done Work remaining Timeline 2012 10 29 Not set The artlead can choose to either approve or disapprove of the quality of the task As per how the workflow was designed Quality not approved will send the task back to the artist for further work 4 Sprint My Kanban Sprint Cutscene 1 Level 2012 10 29
65. sound Crash Sound Crash amp r Example Team Use 76h Scripting Trends in agile scheduling projects Analyzing project trends can be vital to understanding how the project is progressing and for predicting when itis likely to be finished Hansoft offers extensive functionality for project trends Trends in Hansoft are a combination of data global per project per user group or individual and type Work remaining Estimated ideal days etc Trends in each project can only be accessed by Main pro ject managers Trends on a global level across all projects can only be accessed by Administrators those who can create user accounts and projects Trends can be copied to the clipboard in order to be used in printed or web reports Go to the Reports and trends Trends Break down Delete Undo Redo Show wY More Reports i Impediments Work Ghost user mode Assigned to aining Stat Project history d 412h B Export and import kz Create and share reports Ctrl Shift R Reports and trends d Reports shared to you O Manage user view presets 9 Pipelines Kanbans and Workflows Ctrl Shift W Trends J T Customize project amp Print Ctrl P amp Zoom view In Ctrl e Zoom view Out Ctri C Zoom view 100 ctrid Switch to Gantt scheduling interface Ctrl W Jj My personal options Ctrl O rT7 d The trends window will now open and here you can select specific data
66. the application so Example Proj Mai amp Mot done 4h 4 Presenting emails As an application user I can search for emails easily Not assigned f Completed Oh User view presets User view presets are used by project managers to control and simplify the view options for team members Go to More gt Manage user view presets Mare Ghost user mode Project history Export and import Reports and trends Manage user view presets Pipelines Kanbans and Workflows Ctri Shitt V Customize project Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 10056 Ctrl T I e amp amp A Switch to Gantt scheduling interface Ctri W My personal options Ctri 0 Create a preset and then select and apply the preset it will have an immediate effect A preset will never automatically be applied except for when users are connected to the project and belongs to a user group that is in the preset Manage user view presets e ss Manage presets for individual users or groups to control visible columns and show options After a preset has been applied users can modify options as usual Create new preset Edit preset Delete Apply selected presets Team member simple view Example Team User Showing columns Assigned to Sprint priority Show comment in list Show Editable by m 4 p Find presets Close Release
67. the burndown chart in the timeline view between work remaining ideal days or points 2 T Prototype m 2010 03 29 2010 04 23 Release 1 H Q a Email application Prototy S i i People All project members C Burndown chart Points burndown 65 56 4 69 hours work remaining 3 of 13 points done 46 37 l I More data 18 ar Drawing more data in the chart You can select the following options to draw more data in chart after you have selected work remaining ideal days or points as your main chart Also draw ideal days or points Work created changed or deleted Work remaining and predictions for individual users Such as John Smith Work remaining for user groups such as Programmers Work remaining on selected items such as all design tasks Ideal burndown line In the screenshot below there is an example of comparing a past sprint to the ongoing one ee cm l Prototype 2010 03 29 2010 04 23 Release 1 H 42 Email application Prototy Work remaining burndown and compare to sprint Email application version 1 0 69 hours work remaining 3 of 13 points done 57 N Compared to sprint Email application Version 1 0 27 ls 29 Adding an ideal burndown line Click More data C Burndown chart 283 12 hours work remaining 3 of 31 days done More data Ideal burndown line d Show ideal burndown line Set custom start day and value sprint back Also sh
68. the timeline view section of this help manual Changing the duration of a task You can change the duration of a task by double clicking on the task in the duration column The duration of the task is specified in whole days or in hours You can pack a number of smaller activities into the schedule by giving them short durations Example 2 hours Use Arrange task Ctrl Shift A or Cmd Shift A or connect tasks to align and pack them Note 1 Changing the duration of a task automatically affects the finish date Note 2 When working with the Fixed work method the duration of a task is specified by the assigned user and the budgeted work hours This is covered further in the Fixed work and fixed duration section Working with the timeline view The timeline view is a cornerstone in visualizing and editing activities and the connections between them This is an introduction to the most important aspects of the timeline view 2010 01 2010 G2 2010 Q3 2010 O4 2011 Q1 2011 Q2 2011 Q3 2011 O4 2012 Q1 2012 QZ Milest Milestone 7 Prototype on P53 Project root I Milestones pei NextGen Game Production Plan Internal milestones Art animation and audio Architecture Level design QL NPC and mission area start zone Low LOD Ghost user Milestone 1 Contract Executed Exploration area exterior pti Low LOD g Ghost user Milestone 1 Contract Executed Exploration area lexterior pt2 Low LOD Ghost user Mil
69. to sprints to sprint fitem bug po Set no sprint 2010 03 29 2010 04 23 Email application Version 1 0 2010 04 26 2010 05 20 Find by keywords The Committed to sprint column Managing users in agile projects Itis generally advised to allocate a specific set of users or user groups to a sprint This can be important when you have separate parallel programming and art sprints Accessing the user allocation dialog Item name Outdent Shift Tab a e Prototype Indent Tab Alpha Collapse all Ctrl Lett oe Release v Allow sprint members to insert delete or edit items Prototype 2012 0d eu Allocate users to sprint Penni All proiect members Find bugs committed to this sprint Ctri Shift Q 2 Desig Delegate to Ctrl Shift G Engineer Lisa Visible to Manager Chris Tag to release Right clicking on a sprint Right click on the sprint and select Allocate users to sprint in the context menu You can also right click on a single user in the People list and select Allocate users to sprint You can allocate people to selected sprints If no one are allocated all project members will be allocated to the sprints Available gl Allocated to Designer Eric 1 All project members msnsuuuasusuuanssluuuanumumaunuuumumauumuuauuuuuuuanuuuuanauuuusscas mr Engineer Lisa 1 Engineers KI Leads The user allocation dialog
70. tool Ctrl Shitt M Manage user view presets Detailed access and restriction rules Customise bug workflow Ctrl 5hift W E33 H E Customise project quality assurance Print Ctri P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 100 Ctrl 0 G amp amp My personal options Ctr 0 Now you will be presented to the bug workflow of this project In every blue box you can see the statuses that a bug can have and the green boxes limit those who as in users can proceed from one bug status to another to customize the workflow click here G Customise bug workflow for E mail application Sea m 5 Create status Create transition amp Edit lt Disconnect X Delete O Undo 4 Redo More of Save T Action Report new bug Can report new bugs c All project members 178 Status Y Closed Remove assigned users ATF Status New Go to status Assigned when a ssigned S o a Transition o o Transition Users groups allowed Users groups allowed ie All project members i All project members f Status Assigned l Let users reassign in Ta do list T Status af Status Re open JTF Status nd Resolved DET Verified Assigned o a Transition Users groups allowed To proceed with the bug workflow users click on the bug status in the bug list or in the bug details window Note that only Main project managers can override the w
71. 0 TE E poe Sa p L Lj 2012 10 01 2012 10 15 2012 10 29 2012 11 12 A trend with prediction You can also create custom trend types Select Custom trend types in the Type menu As an example you can combine Severity and Bug status in order to see how many bugs of Severity A are Closed Y Type Severity Time period Last month Prediction One month M Agile related QA related Scheduling related Pipeline related Custom columns Custom trend types E mail application k Mobile game d Scheduling Kanban Project E Quality assurance Create or delete trend types for the quality assurance part of this project Product backlog k Please note that custom trends starts to be recorded when you create them they are not retroactive This is because saved data would otherwise fill up the hard drives on the server in a short time period Trends Trends global per project per user group and individual users v Mobile game All users in project amp 5 Custom trend types for Mobile game Quality assurance Type Severity trend Create custom trend type Create or delete custom trend tyg Create trend type Here you can create custom trend types For example you can choose main type Status and secondary type Severity You will then get all combinations of those listed when you select a trend Custom trend type name Closed Severity A 5 bugs Clos
72. 1 e Mountain saraj nee Mountain Mountain Zi ED Mountain Character Character Character Character su cead eee ee 8 50 c re d 60 OO OO OO OO OO OOo Oo OO Oo sj oce kb Rig kh LOD step b Texture kk Texturing kk Texture terrain kh Model geometry kk Reference material review Items in the product backlog can be committed to a part of a pipeline that allows breaking itself down into sub pipeline tasks This further highlights the differing purposes of the backlog and the project view The backlog is for tracking progress on high level goals or assets while the project view is for contextualizing that work for the team D EJ H T E Rushmore sprint 2012 1031 L_a Rushmore sprint People All project members Burndown chart Sprint backlog items Levels Racing Rushmore Ridge ts f Walkthrough i Mountain m G Mountains Mt Rushmore Fe ae El Characters cus G Characters Robot rider ts m 4 Characters Spectator te Bono Objects 4 Jumps Big jump ts e 4 Pipes Long pipe ts I G Pipes Halfpipe me Mo Script layer nani i Game test gate Me uer M Sound Character Character Level Mountain kb Rig kb Texture Mountain object Mountain object Mountain object Pipeline items committed as steps in a larger pipeline Kanbans P Mountain Characters Objects kk Model geometry kk Texturing bP Model Not done Mot done ef Completed Not done
73. 1 ef Completed 3 ex sub item 2 Completed 4 ex sub item 3 ef Completed If any but not all sub item is Completed the sub project is In progress El Sprint backlog items Example item C In progress 2 ex sub item 1 ef Completed 3 ex sub item 2 amp Mot done 4 ex sub item 3 ef Completed If all sub items are Not done the sub project is not done El Sprint backlog items i Example item Not done 2 ex sub item 1 amp Mot done 3 ex sub item 2 Mot done 4 ex sub item 3 amp Mot done If an item is To be deleted the sub project will receive a status as if the item that is to be deleted did not exist A sub item marked as To be deleted will not in any way affect the status of the sub project Sprint backlog items Example item ex sub item 1 Completed ef Completed 2s To be deleted a Completed ex sub item 2 4 ex sub item 3 Getting started with Agile planning If you have decided to run your project in agile mode this page will describe how to get started SCRUM is used as the conventional name when describing agile within Hansoft Core components Sprints iterations in eXtreme Programming with specific sprint members users and burndown charts Sprint backlog items iteration stories in eXtreme Programming Sprint tasks Releases Can be referred to as milestones A separate product backlog with backlog items stories in eXtreme Programming that can be committed to a sprin
74. 10 O4 2011 Q1 2011 O2 2011 Q3 2011 Q4 201 Milest Mile Animation test design prep amp Example Team User Animation test shoot prep i Example Team User Animation test shoot E Example Team User Animation test post shoot i Example Team User Animation prototype design prep E Example Team User Animation prototype shoot prep ample Team User Animation prototype shoot in LA A Ex Animation prototype post shoot E Example Team Use Anim Monster E Example im Anim robot anim zu Examp Anim monster anim rample Ieam Use ession amp E Example Use ture session amp Eu Example Team U y skeleton biped amp E Exam User har Reference player model C Example Team User Anim VOCap data amp xi fa Prototype VO session in LA amp Example Anim Behavior animations E Exemp1 I kl 00 200 00HE0 200 100 200 100830950096 JOCROGHIOSS 100 20095620095 20BGFROSG 100 7a n lL i Read more about individual allocations in the Portfolio allocations section of this help manual Advanced actions Transform tasks to releases transforms all selected tasks to releases Add or remove users opens the add remove users window Read more about this in the Assigning users to tasks section of this help manual Sort sorts the selected activities by start date end date description or duration If you select a summary activity it will automatically select all
75. 2 Low LOD Ghost user Milestone 1 Contract Executed J tandiu G Scripted events and levels Level 18 Level 18 Internal Milestone 9 Alpha Prototype Prod 2 wi Large Game Produ Mission building interior Low LOD Mission building interior Low LOD Ghost user Milestone 1 Contract Executed NPC and mission area start zone Mk1 NPC and mission area start zone Mk1 Example Proj Manager Milestone 1 Contract Executed Exploration area exterior pt1 Mk1 Exploration area exterior pt1 Mk1 Gg Ghost user Milestone 1 Contract Executed Exploration area exterior pt2 Mk1 Exploration area exterior pt2 Mk1 Gg Ghost user Milestone 1 Contract Executed El Textures Textures y Textures NPC and mission area start zone Textures NPC and mission area start zone Milestone 2 Final mile Textures Exploration area exterior pt1 Textures Exploration area exterior pti Milestone 2 F Textures Exploration area exterior pt2 Textures Exploration area exterior pt2 Milest Textures Mission building interior Textures Mission building interior Textures Special effects Textures Special effects e Tip After you have read this page start with inserting tasks Three important things to have in mind when making the project plan When you are making a project plan and assign tasks to users or change anything it will have an imme diate effect to all users connected to the
76. 5 Close Setting user e mail addresses Name m User group s e Administrator co ntractor Davis va Design Lead Kjell e Designer Julia ra Engineer Lisa e Manager Chris e Producer John Tt Tester Jeff i Cont JdVId delete E mail settings for users od Lirrimrammarc a i Designers Leads Designers Frogrammers Leads Producers Q A Designers Leads E mail With a valid e mail connection set up an administrator or a main project manager can specify e mail addresses for users in the Users tab of the Administration section E mail settings in projects Columns Calendar Send e mail to project members E mail notifications C When their items are updated Settings Agile and Scheduling 60 minutes after the update More When their items are commented on Copies No extra copies sent C When preceeding items are completed Copies No extra copies sent Before a release Settings i and 3 days before Send e mail to main managers C With a schedule report Copies Occurence ore Acura Luci f Pe Pied 2 umm L When an item is completed Copies iNo extra copies sent cance Each project and the Quality Assurance section of each project can have its own configuration for when and how to send e mail Timesheet reports If Hansoft is extended with the time report module every user has access to their individual timesheet in their To do list A main project manager may
77. 5 1 2008 W5 1 09 2008 W5 1 09 30 2008 W5 1 09 30 11 Now Now 1y Now 1 5y Now 1M Now 1 5M Now 1w Now 1 5w Now 1d Now 1 5d Now th Now 1 5h Now 1m Now 1 5m Now 09 Now 09 30 Now 09 30 11 Ranges You can also specify a time range when specifying time This is done with the FromDateToDate keyword Example Start FromDate ToDate now 2y now 1y returns scheduled tasks with a start date from two years ago to one year into the future Accuracy Year Month Day Hour Minute Second Week Day Hour Minute Second Second Day Day Day Day Day Hour Day Hour Hour Minute Minute Second Hour Minute Second Drop list types The drop list types are Confidence Severity Priority Item status Risk Backlog category Item type Project Bug status Custom column drop list Workflow Workflow Status Pipeline Pre defined and custom drop lists all follow the same pattern with regards to how to find on them Please note that the drop lists here are separate types The following operators are ideally used on drop list types Equalsto Notequals to Since the drop list types are represented as a number the operators for the Number type can also be used This can make sense when the drop lists have a specified order such as Severity You could then search for all items that have a severity worse than or equal to B Severity lt Severity B Example Confidence
78. A dialog Create a drop list item and select Auto assign to users groups amp Create custom column Name Area Type Can be accessed by Multi line text edited in activity details window lyperlink Drop list single choice Drop list multiple choices Humber 1 2 3 Number with decimals 1 0 2 0 3 0 Accumulated time 0 5h 5 0h 150h Date 2012 10 03 Date and time 2012 10 05 09 04 26 People Creating a droplist custom column Name Level Type Drop list single choice Can be accessed by All project members m Create item Edit item Drop list configuration Items The Create item button in the Create column dialog Create custom column Auto assign to When this drop list item selected on a task item bug it can be auto assigned to a set of users groups E3 E Available JL Auto assigned to Designer Eric i Designers Type Drop list single choi E Create item Can be accessed by All project members Item name Dialog layout issue Item icon Icon cy Engineer Lisa gt Drop list configuration Create item Items E Dialog layout is C White box Green box KI Engineers EEES Yellow box Red box Kq Leads E E Blue box B Magenta box I Manager Chris _ LJ E a Orange box Done Not done ea Blue face When selected Auto assign to C moveup Setting an auto assign user for
79. Any of selected None of selected l All of selected no other At least all of selected lt users Example Team User means an item where one of the assigned users are Example Team User Date columns When finding data in a date column such as Start Finish a custom date column last commented on or last updated on these are the most important operators On date After date Before date On or after date On or before lt date Contains A V Il V II start gt 2009 10 01 means start is on or after the October 1st 2009 Please note that dates has to be written in standard ISO 8601 standard format YYYY MM DD This is because queries written in plain text should not be dependent on local date formatting settings Other columns Finding data in any other column such as numeric column Work Remaining at least these operators are available Equals to Greater than Less than Greater than gt equal Less than equal lt Contains A V Il Example workremaining gt 15 means work remaining on agile items are greater than or equal to 15 hours Special keywords mywork and assignedtome gives all work assigned to the logged in user using the keyword weekX for example week15 week17 find items that are scheduled during those weeks fromdatetodate 2008 01 01 2010 01 01 find dates in the specified range in all columns were it can be applied Can be combined with now formatting fromdatetodate now 15d now 25d
80. C Zoom view 100 Ctrl Q Switch to Gantt scheduling interface Ctrl W Ea My personal options Ctrl O First review the project history auto save options Automatically save project to the project history ona weekly or daily basis Alternatively you can turn auto save off entirely F Project history auto save When and how often should Hansoft automatically save the project plan to the history archive Never Weekly on this day Monday 5 Daily Save at this time Press Ctrl J Cmd J or select from the menu to view project history Displayed is the nearest saved his tory with respect to the current date and time Browse project plans on previous dates in Select a date in the past If you have saved more project plans on a selected date use the drop down x amp 5 Project history for Small Agile Project X Select a date in the past More on selected date Mo more plans available E Compare historic version to current Showing October 2 2012 11 34 52 Show v More Q Find 5 a Item name t Status Bh Project root Not done Milestones Not done Release i gt Release 2 Release 3 E 9h Sprints amp Not done El LL Email application Prototype 2010 03 29 2010 04 23 niin El Sprint backlog items As an application user I want to create delete and edit email accounts Not assigned ef Completed As an application user I can create new emails Mot ass
81. ELECTED items as Hansaft XML Edom ry 1 Customize project inimi sinl Export SELECTED items as spreadsheet xlsx 3t done Motset Add remove users to project a act enl Export SELECTED items as tab separated text jt done Mot set Print Ctrl P l Import Hansoft XML Cirl l Zoom view In Ctrl Q z Import Microsoft Project XML oom view O Ctrl Q Zoom view 100 Ctrl 0 Switch to Gantt scheduling interface Ctrl W a My personal options Ctr o 3 Open the XML file you Saved As example name You can now select how you wish to proceed with the import Update existing items will not create any new items while Create all items again will only create new items If you select Create all items again and attempt to import an item that already exists a duplicate item will be created Items in the XML file already exist in Hansoft Would you like to update only the existing items or create all items again Warning this operation cannot be undone Update existing items Create all items again Note This dialog will only appear if you are attempting to import items that already exist in the target project Note It is not possible to undo an import Itis preferable to select Create all items again in order to verify the integrity of the import After this has been done you can delete the new items and import them again using Update existing items Data fields in Hansoft that are
82. Exit Preaqects i Small Agile Used by chents to conned fo the Hansott Project Server Edit hastname E mail Connect Hansaft Project Server to your company s e mail server Configure e mail Vicus email status Log on to the project server e Yes Ha More settings The uter can Po J ontio tme propect server Security policy Admanistration e n Ho Ihe user can create and manage users and praject Document policy Portfolio Allocations Comment thumbnail policy es No The weer hias access to the Portfolio Allocations vies Chat policy Documents B Yes Ha Upgrade license Administration In this section Creating and managing projects User profiles The list of projects Creating and managing projects Project user settings Allocating users to a project Security policy E mail configuration Timesheet reports Customize timesheets Upgrade license You can upgrade your license here Please fill in the number of additional user accounts you want your license to cover I want to increase my license to cover this many new accounts Order upgrade Enter license key manually Gi HANsoFT Creating and managing users This section of the application is found under Administration in the left hand navigation pane Administrator Users To do list f Create SDK user O Documents la Portfolio Name fet M a E LIB i esi Administrator Jt Options e Anna Manager o Help David Contractor d
83. Find Planning Quality assurance Product backlog Report Engineer bugs Find by keywords Firewall E Report new bug Delete Undo Reda Show 7 More Reports ia Engineer bugs ID Description Assigned to Status Severity ite 1 Firewall is not handling incoming traffic ill Designer Eric qir Assigned Exporting report results When the report is finished you may want to export it to a file or print it The report can be exported as Hansoft XML spreadsheet or as tab separated text Export report results gt More Export report results as Hansaft XML Export report results as spreadsheet xlsx Export report results as tab separated text Print this report This is how a raw report grouped and sub grouped in Hansoft can look like when exporting to spread sheet and load it into Microsoft Excel A B Li n 3 H Item name Work remaining Feature Sub feature Item status Hyperlink Release tag Work priority Resources Feature A cub feature A Task 1 5 Feature amp Sub feature 4 Mot done 1 1 item oh Sub feature B Task 5 2 Feature A Sub feature B Mat done 5 Task 12 5 Feature amp Sub feature B Mot done 10 ask 8 b Feature A Sub feature B Mot done 14 3 Items 13h 4 items 18h Feature B cub feature A Task 3 5 Feature B Sub feature 4 Mot done 3 Task 6 b Feature B Sub feature 4 Not done G Task 8 24 Feature B Sub feature A Mot done 13 3 items 35h cub feature B Task 10 5 Feature B Sub feature B Not don
84. L When a backlog item is created it should be flagged as a user story If you open the backlog Ctrl B and select Items on a wall you can work with user stories on a virtual wall Board O Backlog item cs Break down e P WT gt cards You now have a User story area to write in in the activity details window at the bottom e 3 cards In progress Not don lt Selected 1 item Points 7 Backlog item Name As an application user can create new em Add a comment satus Notdone Points 7 Release tag lt gt Release 1 You can find all user stories by opening Find and selecting General Flagged as User Stories P Find Completed Find by keywords By these conditions Scheduled Critical path Scheduled Overdue Scheduled In progress lagged to release Scheduled Not started yet 4 Select releases Agile They are sprints iterations Pipeline Kanban or Workflow 4 Select Agile They are backlog items General Flagged as User story General Archived Reports General Mot assigned 4 View reports window General Milestone release overdue ps Find by keywords Clear selection If you go to Show on the main toolbar you can choose to show User stories directly in the list Show More Show Last comment in list Show User stories in list Show Assigned to me only Show Committed items Show Archived items Show Completed items
85. LJ Ubiquity mfp07461773 Users Y our username Library Application Support Hansoft EE Caches Zt TO ml ev Be RITES Name FAVORITES aa CLAP HIE SLO CAYEN ES All My Files 3 com apple SystemProfiler e AirDrop LJ com apple Terminal TAS Applications LJ com apple ubd LI gt mm com apple WebProcess Desktop LU com google Chrome hi Documents gt com google Keystone Agent eo Downloads b Jj com google SoftwareUpdate gt com parallels desktop console Movies Pet P H J com techSmith jing Ja Music 3j Google Pictures Lg istatPro C ILI A r EP Users Y our username Library Caches Hansoft License upgrade Once you have logged in it is possible to upgrade your license to accommodate more users The license upgrade is delivered via e mail if the server is not connected to the Hansoft license server If you are connected to the Hansoft license server it will automatically upgrade when support hansoft com has been notified and confirmed its activation Administrator Users Projects Shares fa To do list Creste new user Delete users Edituser ET change avatar Mare l o HANSOFT Portfolio Name User groups E mail Status rat Administration Administrator uer vier license JP Options c Example Proj Manager Project Managers Programmers Scr Offline You are currently running E Help e Example Team User Business Linit 3 Programmers Scrip pp gres Offline a limited trial license
86. Microsoft Project XML l JC Zoom view 100 Ctrl 0 Switch to Gantt scheduling interface Ctrl W a My personal options Ctrl O You can also export data in spreadsheet xls format and as tab separated text You can import data in Hansoft XML format or in Microsoft Project 2003 or later XML format For a tutorial in how to import Microsoft Project 2003 XML click here Ghost user mode By entering the ghost user mode you can create and use more users than your license allows ghost users This mode is somewhat limited You cannot for example comment on items activities or complete them You create and delete ghost users by clicking on Manage ghost users on the main timeline toolbar The ghost users you create cannot login to Hansoft with their client until they have been converted to nor mal users When you are finished with the basic planning it is recommended that you exit this mode and convert the ghost users to normal users If your license capacity does not allow for conversion of all ghost users to nor mal users it is recommended that you upgrade your license either by using the upgrade license interface or by contacting support hansoft se amp Ghost user mode information Ghost user mode By entering the ghost user mode you can create and use more users than your license allows ghost users However since this mode is somewhat limited you cannot perform functions such as commenting on activities or compl
87. Shift Tab Tab Ctrl Right Ctrl Shift c Ctrl Shift V Ctrl G Ctrl Shift Ctrl Shift B Ctrl Shift U Ctrl Shift H Set default workflow for new items Not done Mot assigned a Code feature 2 2 Implementation Not done Mot assigned a e Code feature 9 9 Implementation Mot done Not assigned e Code feature 9 9 Implementation Mot done New items having inherited the default workflow from their parent sub task Workflows in the To do list In the To do list an option can be enabled to always show items that have a workflow applied to them even if their item status is set to Completed This is to enable the item to be tested reviewed or otherwise signed off where it would normally be hidden from the To do list To do list Description 4 Sprint Prototype Composing e mail Spell checking Dictionary support 5 Projectview Timesheet Status o o Code review Completed Workflow on a pipeline task Show Find v Show Archived items Show Completed items Show Completed items that have a workflow Show Only four weeks of scheduled tasks Show Item details window In a pipeline you can choose to have a workflow on a pipeline task The strength of workflows is par ticularly apparent when combined with pipelines providing a birds eye view of the status of a pipeline In the following example an art Sign off workflow has been
88. TED items as spreadsheet xlsx 9 Customise bug workflow Ctrl Shift W Export SELECTED items as tab separated text 1 Customise project quality assurance Import Hansoft XML Ctrl T amp Print Ctrl F Import TestIrack Pro XML C Zoom view In Ctrl Zoom view Out Ctrl C Zoom view 100 Ctrl 0 T d My personal options Cti o Using Find Tip For more details on how to write find queries go to the chapter Find query language Click on Find on the toolbar or press Ctrl F Cmd F to open the Find window Items can be filtered by a variety of conditions Beyond simple keyword searches the Find window can also filter items by pre defined conditions such as item type or item status In addition the Find window can show only items assigned to a particular release that have a certain workflow or are part of a specific pipeline Finally a pre made report can be invoked Q Closefina amp Q t w Find Find by keywords 1 of 4 tasks done By these conditions Status Not done 4 Not done In progress e Status In progress amp Status C leted 1 lagged to release Status Blocked 4 select releases 5tatus To be deleted Pipeline Kanban or Workflow tr Scheduled Critical path Scheduled Overdue tz Scheduled In progress Reports he View reports window Agile They are sprints iterations Fina by keyword In order to search through comments you will need to add Comments before the search str
89. TT One easy way to change the way the document should be printed is to move the mouse over a column or the timeline view in the print preview From there you can grab it with your left mouse button and start drag ging With this action you can change the column width or the timeline view start end date Data importing exporting XML spreadsheets or tab separated text All data in Hansoft Project Manager can be exported and imported as XML eXtended Markup Language This includes among other things users projects item lists and allocations This can be very handy if you want to use the project data that you have produced in another application Many modern office programs and other applications support XML importing To export data press Export this view as XML in More gt Export menu Break down X Delete Undo Redo ow Show More Reports k Impediments i Work Ghost user mode k Assigned to maining Stat Eee toy Export ALL items as Hansoft XML Ctrl E Export and import d Export ALL items as spreadsheet xlsx Reports and trends d Expart ALL items view as tab separated text I Manage user view presets 9 Pipelines Kanbans and Workflows Ctrl Shift W Export SELECTED items as Hansoft XML Ctrl Shift E 1 Customize project Export SELECTED items as spreadsheet xlsx Export SELECTED items as tab separated text L Print Ctrl P Zoom view In Ctrl Import Hansoft XML Ctrl I l C Zoom view Out Ctrl Import
90. This status is unpublished it cannot be found when searching all bugs Transitions going from one bug status to another Limiting the users that can go from one bug status to another and other such limitations are handled through bug workflow transitions Example One workflow can look like this where the bug is assigned and when it is resolved the developer sets the bug status to Resolved When the bug is Resolved it is auto assigned to the members of user group QA Testers Proceeding from Resolved to Verified can only be done by the members of QA Testers in this case Also the Comments field must be filled in before progressing to Verified 4 Edit transition o o Transition gt Users groups allowed Users allowed through Tester Jeff m a All project members a o Transition Users can edit mandatory data fields on previous status Users groups allowed All project members Mandatory Data fields Data must be filled in Yes No Assigned ta al No at Comment new Yes i Description 7 No No Detailed description Found in version 7 No gt Status Severity No R Steps to reproduce F No 5 e open Assign to users Status that was assigned in T Assigned Md status Resolved Verified Actions enabled on previous status Enable action Yes No d Mna 2 m a a Transition Users groups allowed i All project members One advanced and important setting on a transition is to be a
91. U 46 L d Shift P d Shift B d Shift Up Down db Q d B 36 Shift R d V Jb P 46 Y d Enter df K 46 A 46 Shift H 46 S 6 Number 1 9 46 T 46 W d F 2 Shift O 46 Z 46 O jb 3 Shift S Indent selected activities Insert release Insert new activity item Insert scheduled sub project Link tasks to nearest release Link to multiple releases Link to task item bug Move items tasks vertically Move selected items to current sprint or backlog Open backlog Open reports dialog Paste to clipboard Print Redo Reply to post reply comment Save schedule in project history Select all activities Set hyperlink on selected Show activity in timescale view Sort extra column 1 9 numeric Sort selected by start date Switch between agile and task scheduling inter face Switch find window Toggle ghost user mode Undo View options View project history View selected only List of keyboard shortcuts sorted by keyboard key Alt Gr up down Ctrl Ctrl Enter Ctrl Ctrl Shift up down Ctrl A Ctrl B Ctrl C Ctrl D Ctrl F db 35 Enter tp 4 Shift up down dh A df B dh C 4 D b F Move items tasks vertically Expand all under sub project Reply to post reply comment Collapse all under sub project Move items tasks vertically Select all activities Open backlog Copy to clipboard Disconnect selected activities Swit
92. Welcome to Hansoft Project Manager Documentation for Hansoft version 7 51 Hansoft Project Manager covers a wide range of functionality Dependent on your role different sections may be of interest to you For project managers Read through Administration to familiarize yourself with the administrative tools Get an overview of Getting started with Agile planning Task Scheduling or Quality Assurance com ponents For team members clients and outsourcing partners Read through the information about Using the To do list or Reporting bugs C Copyright 2004 2013 Hansoft AB All rights reserved Installing uninstalling and upgrading Windows Install To install the Hansoft client on Windows first download the executable installation file from the Hansoft website Once you have saved the setup file on your hard drive double click it and follow the given instructions Uninstall To uninstall the Hansoft client navigate to the installation directory and launch the uninstaller The Hansoft installation directory is by default located in C Program Files x86 Hansoft Project Manager Client It might also be a good idea to clear your local Appdata folder from any Hansoft leftovers You can find appata at CA Users Your username VAppData Find the HPMclient folder and delete it to get rid of the Hansoft remnants Note This example is from Windows File Home Share View Search 399 T CAUser
93. a custom column drop list item Selecting that drop list item will now assign the bug to the user or users in the group Commit bugs to a sprint iteration You can commit bugs to a sprint iteration and report work remaining hours on them This can be important because in a sprint iteration bugs can stack up taking extensive time to solve This should be counted when measuring the total hours remaining on the sprint This functionality is enabled through the use of custom columns Committed to sprint and Work remaining Columns E mail notifications You can add extra columns that can be used for additional data on each item Finding bugs Available columns E Activated columns Bug priority Committed to sprint CC new comments to o Severity Confidence Stepsto reproduce Database ID Work remaining Hyperlink Last commented on Last updated on You can create delete or edit extra columns here Create column Delete column Edit column ok j cm The custom columns section of the Customize project dialog for QA Bugs can now be assigned to sprints using the Committed to sprint column where users can treat them much like tasks By using the Work remaining column the hours estimated will be included in user alloc ation calculations Bugs will also show up in the summarized list of tasks available in the People section of the sprint Total work remaining 50 hours equals 6 3 days Total work that can be
94. activated you will be unable to see time spent in your To do list Mame Time spent Type Time spent 0 5h 5 0h 150h d Can be accessed by All project members Options Use this column as Time spent column in To do list The Edit custom column dialog Sub project item path It is important for all project members and managers to see the context of a task when it is not displayed in full within in the project view Hansoft has a solution to this called sub project item path Basically this means that tasks will be dis played as Sub project A Task B instead of just Task B whenever Sub Project A is not visible This is normally the case in the To do list Find Portfolio find and Limited Visibility If you wish to set a custom setting on the path depth click More gt Customize project and finally More Sub project item path amp 5 Customize project EES Columns Calendar Sub project path E mail notifications On scheduled activities and items you can show a sub project item path when the sub praject item itself is not visible This will affect To do list Find Find all and Limited Visibility For example an assigned task may be displayed just Task A in My work but Agile and Scheduling with sub project item path turned on it can be displayed as Sub project A Task B More m AMIUVV d Lh Show a path of depth one Show a path of depth two Show a path of depth three Show a path of depth four 5how a p
95. also generate a summary of time reports from the Admin istration section Timesheet reports Administrators can generate a user timesheet report is by clicking on More gt Make a timesheet report in either the Users or Projects tabs in the Administration section If done in the Users tab a timesheet will be generated for the selected user s If done in the Projects tab one will be generated for the selected project s Options Start 2012 09 01 End 212 09 F Show Individual rows Row summaries Totals per group 1 a 3 1 Designer Eric Vacation annual holiday 40 00 2 Work 64 00 3 4 5 Engineer Lisa Work 104 00 amp 7 amp Totals Vacalion annual holiday 40 00 9 Work 165 00 Export to spreadsheet xlsx Close A project timesheet report Tip Timesheets may be locked in order to prevent data related to projects from being changed before a given date Customize timesheets Y More m yi Make a timesheet report 5 Wil Customise timesheets c Export this view as XML z My personal options Ctrl 0 The Customize timesheets button Timesheets can be customized by clicking Customize timesheets in either the Users or Projects tab of the Administration section Customization includes setting default working hours and activity types for newly created rows in the timesheet editor as well as naming and defining activity types available First created row Started Moo Finished 08 00
96. an be accessed by All project members eJ ID Auto assign to a Last comm Drop list configuration Create i Last updat G Create item Linked to When this drop list item selected on a task item bug it can be auto assigned to a set of users groups Originally Available J Auto assigned to Points Item name I Risk Kq Engine Scrum Team 5q Example Team User HE Sub projec Item icon Icon C White box Kq Environment Scrum Team E Green box C Yellow box E Red box E Blue box E Magenta box ld Orange box El Done 3 Not done e Blue face You can create The Time spent custom column The Time spent column s main purpose is to track how much time a user has spent on a specific task This value can then be compared to the original estimate to see how accurate it was Time spentis filled in manually by the assigned user Example Proj Manager Planning Quality assurance Product backlog ft To do list Agile Schedule 1 Sprint backlog item Sprint Release Break down X Delete 9 Undo Redo w Show w More Documents Work Ghost user mode gt Item name Assigned to zu Statu lu Portfolio remaining ate I SEI UR Project history b 1 Administration Release 2 ME _ Not done Release 3 Not done Export and import 4 Options Reports and trends gt Q Help mw rd gt Sprint 2013 11 20 2013 12 03 x m et 9 Pipelines Kanbans and Workflows Ctrl Shift W
97. and to the Windows clipboard as raw text Paste pastes the current Hansoft Project Manager clipboard contents into the timeline activity list above the currently selected task Insert task Inserts a tasks above the currently selected task Insert individual allocations inserts an individual allocation in the bottom This is an easy way to examine user allocation and detect possible conflicts between users or between projects Delete deletes the activity Outdent outdents the current selection Read more about this in the Indent outdent and summary activ ities section of this help manual Indent indents the current selection Read more about this in the Indent outdent and summary activities section of this help manual Disconnect removes all connections to and from the activity Set color sets the color of the activity Animation test design prep Animation test shoot prep Animation test shoot Animation test post shoot Animation prototype design prep Animation prototype shoot prep Animation prototype shoot in LA Animation prototype post shoot Anim Monster Anim robot anim Anim monster anim Anim Voice capture session Anim Motion capture session Anim Char Final player and enemy Char Reference player model Anim VOCap data Prototype VO session in L Anim Behavior animations amp I z Example Team User Business Unit 3 Programmers Scripters amp crum team 2 20
98. and will affect all views in Hansoft Appearance Editing Language From login options English United Kingdom Manage translations Agile and Scheduling Documents Date format 2012 10 01 From language Chat Colour scheme Normal In views Show links between milestones releases and items in the timeline view W Show sub project completion percentage E Right align Item name Description text F Show past sprints iterations and milestones releases in drop down selections General Auto preview files from task item bug attachments The Personal Options dialog Appearance The Appearance section includes language date format color scheme and various visual features Editing Inserting a new item User assignment custom columns data duration and budgeted work should be inherited rl When an item is created edit it instantly Copy and paste F Comments CC data in extra columns and delegation should be copied in copy paste operations General F Enter dates manually Reports F Generate symbolic operators in reports i e amp as opposed ta AND Under Editing settings are available for how Hansoft deals with inserting and copying pasting items Agile and Scheduling Scheduling methodology E Show activity number in the leftmost column F Show predecessor and successor activity columns F Hig light tasks on Critical path Agile methodology Translate estimated ideal days
99. art date Sort tasks by extra column 1 9 numeric Switch between agile and gantt scheduling inter face Tag to multiple releases Tag to nearest release Toggle find window Toggle ghost user mode Undo View change history View options View project history View selected items only Zoom view 100 Ctrl Plus Ctrl Minus 48 Plus 48 Minus Zoom view in Zoom view out List of keyboard shortcuts sorted by keyboard key Alt Gr up down Ctrl Ctrl Enter Ctrl Ctrl Shift up down Ctrl A Ctrl C Ctrl D Ctrl F Ctrl G Ctrl Ctrl J Ctrl K Ctrl L Ctrl M Ctrl N Insert Ctrl Number 1 9 Ctrl O Ctrl P Ctrl Q Ctrl R Ctrl S Ctrl Shift A Ctrl Shift B Ctrl Shift C Ctrl Shift D Ctrl Shift G Ctrl Shift H Ctrl Shift Number 1 9 Ctrl Shift O Ctrl Shift P Ctrl Shift R Ctrl Shift S Ctrl Shift T Ctrl Shift V Ctrl Shift X Ctrl T tp 35 Enter tp 4 Shift up down b A i C 36 D d6 F 46 G 4 d Pd dh K 36 L Ctrl M 6 N Insert 48 Number 1 9 46 O df P db Q 4 R 46 S d Shift A 4 Shift B a6 Shift C 46 Shift D a6 Shift G 46 Shift H 48 Shift Number 1 9 4 Shift O d Shift P 46 Shift R 23 Shift S Shift T 4 Shift V Shift X do T Move items tasks vertically Expand all under sub project Repl
100. ases Open reports dialog View selected only Connect selected Go to item in Priority view Go to item in Hierarchy view Sort selected by start date Insert scheduled sub project Paste to clipboard Switch between agile and task scheduling inter face Cut to clipboard Redo Undo
101. assigned 22 hours equals 2 8 days Item name Documentation Implementation Quick view Implementation l Implementation pu E mail not visible in quick view Status e e e e e Mot done Mot done Mot done Mot done Mot done Bug Sprint priority Work remaining 7 hours 9 hours 10 hours 9 hours 7 hours amp hours When a bug has reached a bug status zero hours can be set automatically mostly used when the bug is fixed resolved Mame and icon Resolved 1T Fixed When reaching this status Set work remaining on the bug to ol hours Assign to Send e mail notifications ta E a Mandatory data fields Data must be filled in Yes No Comment new F Ma 3 Committed to sprint F Mo 1 Description F No E Detailed description F Ma h MU UR rl a When assigned to someone goto Mone Additional options F Cannot set Mot assigned when assigning to someone in this status F Allow reassigning in To do list overrides rules Including original creator reporter F This status is unpublished it cannot be found when searching all bugs Cancel Linking to tasks items bugs Hansoft offers functionality to link a task item bug to another task item bug One of the most common cases is to link bugs to tasks and vice versa This is for example useful when there are bugs related to a new fea ture in the product or similar cases To activate this function you
102. at has the capacity of copying text to the Windows clipboard Notepad for example EJ Microsoft Excel Boki Ea Arkiw Redigera Wisa Infoga Format Verl UO H Baal a 4 aa Al fe Task A X Kipp ut 3 Kopiera aj 2 Select and copy the cells and text keyboard shortcut Ctrl C on Windows and Cmd C on OSX 3 Open Hansoft and select Paste as new items based on text clipboard EH Email application Version 1 0 2010 04 24 People All project members Burndown chart El Sprint backlog items Copy Ctrl C E Copy as hyperlink Cut Paste text as items X m d Delete Ctrl X Ctrl V Del Import Hansoft XML data 1 Make yourself a main project manager by click on the Is a main manager checkbox in the bottom win dow Member name Is a main manager Limited visibility Can access project history e Example Proj Manager Yes E Ma Yes 2 Go to the project you created Press More on the main toolbar Export and Import Import Hansoft XML Redo Show Mare remaini commented on updated on to item lt Project history oO Export and import Export ALL items as Hansoft XML ot done Reports and trends Export ALL items as spreadsheet xlsx I Manage user view presets Export ALL items view as tab separated text 9 amp 8 Pipelines Kanbans and Workflows Ctrl Shift W Export S
103. ath of depth five 195 ie delegation sprint settings and membership In this way everyone can make a comment in Show whole path product backlog I want all project members to be able to comment on all items Cancel If you have a path of depth two and tasks and backlog items they will be displayed like this in Sub project path can be shown in a separate column as opposed to before Item name Activate the pre created column Sub project path G5 Customize project Columns Calendar E mail notifications Agile and Scheduling hore You can add extra columns that can be used for additional data on each item Available columns Category CC new comments to Confidence Database ID Estimated ideal days Hyperlink ID Last commented on Last updated on Linked to task item bug Originally created by Points Risk You can create delete or edit extra columns here Create column Delete column Edit column Activated columns Sub project path 3n Project root Milestones Sh Sprints O Email application Prototype 2010 03 29 2010 04 23 People All project members Burndown chart Sprint backlog items 4 As an application user I want to create delete and edit email accounts 4 As an application user I can create new emails El 4 Asan application user I can see a list of all my emails As an application user I can see incoming emails in a folder To do path seen in gray To do
104. ation gt 5 Days and hours can be converted between each other so you can search for example Duration 16h and it will automatically convert the duration expressed as days to hours The conversion always assumes 8 hour days Operators for use with Hours or Days type oince the Hours and Days are a number the Number type operators apply Example Duration gt 5d returns all scheduled tasks that have a duration longer than 5 days Explicit typing Xd for days Xh for hours Example Work remaining lt 3 5d returns all items that has work remaining less than or equal to three and a half days Points type The following operators can be used on points Since points are expressed as a number the Number type operators apply Example Points gt 20 returns all items with more than 20 points Explicit typing Xpoints Example of explicit typing Points lt 10points returns all items with less than or equal to 10 points ltem type The type item specifies one or several of any kind of item task or bug in Hansoft Operators Description Operator Synonyms Any of items 2 Any of items some other gt gt gt Any of items no other lt gt gt None of items l None of items some other All of items no other None of items or some I I other All of items some other gt gt gt At least all of items lt lt lt Firstis any of items gt gt Non first are any of items lt lt E
105. b title will always display the currently selected view mode Backlog item Break down Delete Undo Reda Show More The main goal of this view is to prioritize items on a higher level for the project q Find The normal workflow fora backlog item is to enter it or commit it from the product backlog into Items in a hierarchy and then prioritize it among all other items in Items prioritized independent of the hierarchy You can set priority in Items prioritized by either dragging items up or down or by selecting from Product backlog priority column Priority Backlog item NEL Product T 1 As an application i High priority 2 GF As an applicati ll High priority 3 As an application us E Medium priority 4 L Medium priority 5 As an application user 3 Medium priority 6 As an application u El Medium priority 7 As an application E Low priority 8 As an application user war E Low priority 9 Build syster lg Low priority 10 Distributed 11 ents Need more 12 As an IT administrator wa 13 AS an application us 14 AS an application user car 15 i e di As an application u 16 res As an application 17 e 18 As an application lt Selected 0 of 18 items Backlog item Break down Delete Break down Delete Committed to sprint Email application Email application Email application Email application Email application Undo Undo Redo Status
106. backlog The Priority column can then be used to prioritize them The priority will also decide the order of item in each co worker s To do list 1 4 As an application user can see a list of all my emails As an application user can see incor lii High priority Not assigned ef Completed 2 Security As an application user can password protect the application so no other user can Medium priority Example Proj Man amp Not done 3 G Email functions As an application user can create new emails 4 4 Email accounts As an application user want to create delete and edit email accounts 5 Presenting emails As an application user can search for emails easily PP Find by keywords Setting item priority in Schedule view using the Priority column To make Prioritizing items easier planning can also be done using the Priority view In this view item pri ority is set simply by dragging items up and down They will inherit the priority of the items surrounding them Planning Quality assurance Product backlog Sprint priority Sprint backlog item Break down Return Undo Redo w Show Sprint Item name E priority Y Sprint Email application Prototype 2010 03 29 2010 04 23 1 cit Ce iils As an application user can see incor fal High priority 2 4 Security As an application user can password protect the application so no other user can E Medium priority 3 Email functions As an application user
107. ble to edit certain fields within a bug when it is in a specific state For example QA testers cannot normally edit the Bug status field but when the bug is in the state Resolved they are the ones that can edit this field Users can edit mandatory data fields on previous status To change which users and user groups can make a transition from one bug status to another click the Users allowed through button Users allowed through All project members mm Transition users and groups EN Mandatory Data fields A transition between two statuses can be limited to a set of users and groups Available Actions enabled on previous status Eng Limiting who can report bugs You can limit who can report bugs by double clicking or by selecting Edit the gray Report new bug box in the bug workflow You can then decide who can report new bugs by selecting individual users or user groups Can report new bugs OF Action Report new bug Can report new bugs Qn All project members Available x Can report bugs Fd pesones E V t Engineer Lisa merum Tester Jeff KI Engineers Reporting new bugs can be limited to a set of users and groups Tr Manager Chris B New 3o to status 1 Producers ra Assigned when assigned 171 All project members Forcing bug reporters to enter bug data on a bug status Forcing bu
108. card file changes 5 Delete file Rename move file s Set file permissions il Copy to my computer Create new folder 1 ce Add file s to current folder Open folder on my computer Accessing the file permissions dialog The Administrator account on the server database always has full access to all documents and folders as do users with administrator rights unless this has been explicitly changed by another administrator in the user settings Users without administrator rights have access to the projects they are connected to as well as the Global Documents folder This too can be changed by administrators In addition detailed permissions can be set on all files and folders for everyone except for the Administrator account who has the right to reset all other set permissions List of users projects and groups with permission settings Mame Comment A Administrators E E mail application permission settings are used Designers Have specific permission settings Add user project or group Remove Permissions on selected Permission Allow Deny Use default settin Read v ves No E No E Write Edit check out Wives Mo Pf No List file or folder contents V Yes No No Rename v Yes IF Mo F7 Mo d Show advanced permissions Inherit permissions from the previous folder 3 S 3
109. ch find window Ctrl G Ctrl Ctrl J Ctrl K Ctrl L Ctrl M Ctrl N Insert Ctrl Number 1 9 Ctrl O Ctrl P Ctrl Q Ctrl R Ctrl S Ctrl Shift A Ctrl Shift B Ctrl Shift C Ctrl Shift G Ctrl Shift H Ctrl Shift Number 1 9 Ctrl Shift O Ctrl Shift P Ctrl Shift R Ctrl Shift S Ctrl Shift T Ctrl Shift V Ctrl Shift X Ctrl T Ctrl U Ctrl V Ctrl W Ctrl X Ctrl Y Ctrl Z Tab 4 G 4 db df K 46 L 4 M 6 N Insert 48 Number 1 9 46 O df P d Q 46 R 4 S 46 Shift A d Shift B 4 Shift C 36 Shift G 4 Shift H 48 Shift Number 1 9 2 Shift O d Shift P d Shift R 24 Shift S Shift T 46 Shift V d Shift X oo T 46 U d V df W do X dh Y dh Z Indent selected activ ities Go to task item in project view Import Hansoft XML View project history Save schedule in project history Link tasks to nearest release Insert release Insert new activity item Sort extra column 1 9 numeric View options Print Move selected items to current sprint or backlog Add more users to activity Show activity in timescale view Arrange selected tasks Link to task item bug Go to item in Wall view Delegate sub project to Set hyperlink on selected Arrange extra column 1 9 numeric Toggle ghost user mode Link to multiple rele
110. cheduled task yr B v Mame Physical design verification Status Not done SSS Assigned ta d Mot assigned up More Releasetag H E Attachfiles Organize Activity details window in an agile project with a sprint backlog item selected that has been flagged as a user story a Te Swing Jazz Server Sprint 2 2012 09424 2012 10 03 IP Rele E Co Team Swing Jazz Server a AH SENE COBRE bcp People Allocated to this sprint Burndown chart Sprint backlog items LE 4 Enable download As a server host I want to Server host task 1 Server host task 2 Server host task 3 T 4 n t 4 TT Selected 1 of 92 items Sprint backlog item fr E ov Name Server host task 2 Status Completed m Assigned to ea Not assigned P 4r More Work remaining E u m The activity details window can be opened in a separate window click the detach icon This allows people to work on multiple tasks at once Open in separate window Server host task 2 Sprint backlog item Mame Server host task 2 Status 4 Completed Assigned to a Not assigned Work remaining Attach files Organize Comments Post comment on an item task Please note that you can use html tags such as lt bold gt and lt bold gt or lt URL www hansoft se gt Hansoft lt URL gt All comments popup Hansoft features a forum style comments history and chat system with embedded
111. chived items v Show Completed items Ctrl Shift 5 Ctrl 5 Ctrl Shift I You can also show workload for individuals mb Redo Show More 2010 Apr Show Individual allocation 7010 Aug 2010Sep 2010 Oct 2010 Nov Show Last comment in list Show User stories in list lestones f efinition Show Assigned to me only Design amp Planning Show Archived items 3 Vertical Slice First Playable Show Completed items Show comments and User story text directly in the list view Show Individual allocation Item name A zin Email accounts As an application user I want to create delete and edit email accounts Mat a Show Last comment in list 4 Email functions As an application user I can create new emails Nota Show User stories in list El 4 Presenting emails As an application user I can see a list of all my emails As an application user I can see incoming emails in a folder Mat a Show Assigned to me only 2012 10 12 15 06 Example Proj Manager wrote Create folder if needed Show Archived items Security As an application user I can password protect the application so no other user can access it Examp Show Completed items 2012 10 12 15 05 Example Proj Manager wrote Verify that the selected implementation can be used in all regions Show items assigned to me only Agile Schedule O Sprint backlog item B
112. cklog and then planned out in the project view Read more about using the product backlog in scheduling projects here An example of a scheduled task in a project T 1 j Planning Quality assurance Product Backlog ft To do list w Agile Schedule O Iteration backlog item O Iteration Milestone Breakdown X Delete Undo Redo Show More Reports kl Completed Scheduling and Agile Items E Open Tasks gt Documents 2010 Q1 2010 Q2 2010 Q3 2010 Q4 2011 Q1 2011 Q2 2011 Q3 2011 Q4 lu Portfolio Item name Milest fs Administration a Project root AN Project root y Options Milestones Visible to Publisher Milestones QS T El NextGen Game Production Plan NextGen Game Production Plan y 9 Help Internal milestones Visible to Publish Internal milestones 34J Exit E Art animation and audio Delegate e Art animation and audio S El Architecture Architecture y El Level design Delegated to Lead Level Designe Level design J wf Small Agile Project NPC and mission area start zone Low LOD NPC and mission area start zone Low LOD Ghost user Milestone 1 Contract Executed Exploration area exterior pt1 Low LOD Exploration area exterior pt Low LOD Ghost user Milestone 1 Contract Executed E Exploration area exterior pt2 Low LOD Exploration area exterior pt
113. cription Operator Synonyms Equals to gt gt lt lt Not equals to I H k M Greater than gt gt gt Less than lt lt lt Greater than equal gt gt gt Less than equal lt lt lt Contains needs explicit typing to text see example below Example DatabaselD 1193 returns the item that has Database ID 1193 DatabaselD 11 returns items that has a Database ID which contains number 11 Explicit typing Number Example Estimatedidealdays gt 5 30 returns all items that have estimated ideal days greater than or equal to 5 30 Boolean Types Boolean columns can either be of value true represented by number 1 or false represented by number 0 The following operators are ideally used on columns typed as boolean Equalsto Notequals to Since the Boolean column returns a number the operators for the Number type can also be used Example ScheduledconditionInprogress 1 returns all scheduled tasks that are currently in progress Explicitly typing true or false Example ScheduledconditionOverdue true returns all scheduled tasks that are overdue Hours and Days types Hours and days are used on columns such as Duration and Work remaining and are specified by a d for days and h for hours in the end of a number If you write no letter after the number Hansoft will auto type to the default type for that column for example Duration will auto type to days if you write Dur
114. cture into the clipboard If you copy a picture to the Windows clipboard use Print screen for example it will be visible in this list Rename Comment on View crop and edit Delete Screenshot 1 2012 10 05 13 25 20 Comment Screenshot 2 2012 10 05 13 25 40 Comment xe TT You can edit the screenshot lines ellipses text and cropping and then save the changes Edit Screenshot 2 Line Frame Ellipse A Text Crop W Red Undo 4 Redo u Save changes Selected 0 of 4 items m After capturing the screenshots which will be saved as png and attaching them they will look like this in the bug details window This Selected 0 of 4 items Q en ens D Reply p B e 2012 10 05 13 36 Manager Chris Edit Gia Screenshot 1 png Attached screenshots rp 2012 10 03 17 59 Manager Chris Assigned 2012 10 03 16 22 Manager Chris New a E Attach files Organise Attaching files to a bug and auto preview To describe a bug more accurately you might need to attach related files The rightmost section of the Item detail pane is the Attachments section It displays a list of files attached to the current bug Reply r E e 2012 09 13 13 17 A 4 crashlog txt Manager Chris Edit AA sU E rum I attached some more size 5 KIB Last modified 2012 10 03 10 51 crash logs Attached by Manager Chris 2012 09 13 13 16 Engi
115. d drive double click it and follow the given instructions Unistall FAVORITES ES All My Files AirDrop aT ii yx Appiicatrorns ca Desktop Si Documents eo Downloads Hj Movies J4 Music Pictures EU ge r SHARED B hela B macbookair mfp07461773 x Applications un oO lil 3X TT Name a App Sure amp Automator 95 BanklD Calculator t Calendar lt a Chess Contacts Qa CrashPlan Dashboard Dictionary DVD Player i FaceTime Font Book WU Game Center d globalSAN Google Chrome Hansoft Uninstall the client by going to the Applications folder in Finder right click the Hansoft icon and choose Move to trash some files need to be removed manually Delete the following folders Users Your username Library Application Support Hansoft and Users Your username Library Caches Hansoft LI Lad If you have trouble finding these files use Go and type Library Application Support and Library Caches ix Application Support na zl pm tm ee FAVORITES gt x E AddressBook i j com apple QuickLook AirDrop LU com apple TCC yx Applications L3 Console i Desktop D CrashReporter i Documents E Dock BI Google Downloads i i Movies Microsoft Jj Music H 9 NotificationCenter e H 1 Preview Pictures OBS Sree SHARED O TechSmith E macbookair daf6 aj Tunnelblick
116. d result in Itemstatus Not done AND Feature Feature A AND Workremaining 0 OR Feature Feature B AND Workremaining 0 OR Feature Feature C AND Workremaining 0 Mot dane 15 In 14 out SLT e m wi Feature A BALTS Feature B Feature C 14 In 4 out 14 In 4 out 14 In 6 out Equals to 0 14 In 0 nut Reported items Grouping sorting and selecting columns bal Report query Generated from find criterias Itemstatus Not done AND Feature Feature A AND Warkremaining 0 OR Feature Feature B AMD Workremaining 0 OR Feature Feature C AND Workremaining 0 After a query has been created it is time to sort and group the result This is very important in making the mined data set from the query more understandable A report result can be sorted by first one and the and a second column ascending or descending I Sort and group report by Export report results More Sort report by First d Sort by Assigned to Sort report by Second Sort by Committed to sprint Sort by Description Sort by ID Group report by Main k Group report by Sub d Sort by Severity Sort by Status Sort by Steps to reproduce Sort ascending Ato z Sort descending Z to Aj Grouping a report is done first with a main and then a sub group The following column types are applic able for grouping Text Multi line text Drop list single choice Drop list
117. diting a user You can edit the properties of a user by clicking the Edit user button on the toolbar You can change the name title and password for the user When you change the name of the user all references to this user in the project planning will also be updated Adding a user to a group There are two ways to add users to a group Either by right clicking the user and selecting the groups via the Member of User groups menu where you can also create a new group or by using the Edit user dialog a Edit user Change Avatar Member of Usergroups Add users to new group Member of Projects d Designers v Leads Producers Programmers QA Adding a user to a group using the context menu Edit user Information a E User groups Available groups Member of groups o Designers l Leads Producers Programmers gt QA Create group s Rename group s Delete group s Adding a user to a group using the User groups section of the Edit user dialog Convert ghost users See Ghost users QA accounts See QA user accounts User profiles E Mame User groupis E mail Status ra Administrator Designers Leads Online e Jahn Producer Leads Producers Offline e Julia Artist Designers Offline ra Kjell Design Lead Designers Leads Offline e Lisa Programmer Programmers Offline T Tester QA Offline Log on to the praject server Yes Mo The user can log on
118. ds Project history auto save options Project history t View project schedule history Cte Ctrl K 00 Manage user view presets 9 Pipelines Kanbans and Workflows Ctrl Shift W T Customise project amp Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl C Zoom view 100 Ctrl 0 Switch to Gantt scheduling interface Ctrl W Td My personal options Ctrl O If there is a difference between the historic version and the current itis marked in violet as seen below a Email application Prototype 2010 03 29 2010 04 25 El Sprint backlog items As an application user I want to create delete and edit email accounts As an application user I can see a list of all my emails As an application user I can password protect the application so na other user can access it As an application user I can search for emails easily gt As an application user I want to be able to search for emails easily Task scheduling projects Getting started with scheduling Each project has a timeline view where the activities tasks and releases you create will be listed on the left and visualized on the right Above the timeline view is the main main toolbar and beneath it is the Activ ities details window From Hansoft 5 3 and onwards you commit items from the product backlog to a schedule This is very use ful because features can be listed categorized and analyzed in the product ba
119. e Pipeline My project Cutscene Generic WorkflowStatus Sign off First sign off status WorkflowStatus My project Sign off First sign off status Column type Itis possible to compare two different columns by using the column type Example Workremaining gt Column Estimatedidealdays returns all items where the work remaining exceeds the estimated ideal days Creating and sharing reports Hansoft has extensive functionality for creating and sharing reports The report tool is found under More gt Reports and trends menu in any project or backlog view More gt S WO PPPPR BeBe Ghost user mode Project history Export and import Reports and trends Manage user view presets Pipelines Kanbans and Workflows Customise project Print Zoom view In Zoom view Out Zoom view 100 Switch to Gantt scheduling interface hy personal options Ctrl Shift VW Ctrl P Ctrl Ctrl Ctrl Ctrl W Ctrl O Create and share reports Ctrl Shift R Trends Accessing the Report tool from the project or backlog view Itis also found on the main toolbar as Create and share Reports in QA Planning Quality assurance Product backlog All bugs in this project Find by keywords ER Report new bug Delete Unda Redo Show More kl Create and share Reports Create and share Reports ID Description Assigned to Status Accessing the report tool from the QA sectio
120. e Configuring the sprint in the Customize project dialog Sprint settings There are several settings available that configure the default behavior of sprints e Sprint prediction e Default sprint length e User stories e Time estimating e Item prioritizing Hansoft utilizes a weighted average when preforming prediction calculations for the sprint or release burndown The number of days included in the calculation of the weighted average can be adjusted in More gt Customize project gt Agile and Scheduling A more detailed description of the Hansoft burndown prediction can be found here With When a backlog item is created it should be flagged as a user story enabled a notifier will appear next to the item name indicating a user story You can also designate which column should be used for setting item priority This option can be used if you want to use your own custom column to set item priority Note that in order for custom columns to appear as alternatives in the drop down list they need to be of the type Drop list single choice To read more about custom columns click here Using the To do list The To do list displays a summary of all tasks items and bugs that have been assigned to the currently logged in user as well as a news feed of recent activity It is also possible to enable a Time spent column ft To do list i Doce To do list ei Project view Timesheet Show Fi ch News feed T Fite p Th
121. e 12 1 item oh Sub feature C Task 13 1 Feature B Sub feature C Mot done g Task 2 2 Feature B Sub feature C Mat done 2 2 Items 3h b items Ash This is how the same report can look like when it is printed F Feature A Sub feature Ai 1 O Task i Sh Festor 34 Sub festur A l item Sh Sub feature B O Task 5 ah Festor A Suh feature B L Task 12 5h Festor A Sub fastur B Task E eh Feature A Sub feature B 3 temz 13h 4 tems l1Eh Feature B Sub feature Ai O Task 3 Sh Festur EB Suh feature 4 L Task amp eh Festur E Sub feature A 7 O Task 9 24h Festur EB Suh festur A 3 items 35h Sub feature B E L Task 10 Sh Festum E Sub feature B l item Sh Sub feature C az L Task 13 ih Festur E Sub festu C 10 O Task 2 ah Festur EB Sub festur C 2 items ah 6 ftom 4h Portfolio allocations Examining the allocation of users is important in a number of crucial ways t is preferable to have a smooth 100 allocation of the user over time avoiding over and under alloc ation You want to see where and between which projects there is a conflict if over allocation occurs You want to get a clear overview of the Portfolio allocations for the whole company or groups within the company All things listed above are visualized in the Portfolio Allocations view Enabling access to Portfolio allocations The Portfolio allocations view is enabled in the profile settings for user under the Users tab in admin istration Ad
122. e described in the Kanban chapter Note Whenever a pipeline is updated certain information user assignments rescheduling work remain ing etc might be destroyed For this reason the options above apply to newly created tasks rather than existing ones Updating and deleting pipelines After you have edited a pipeline you have the option to update items in the project view and backlog with these changes You can update all existing items selected items or only apply the changes to new items El Composing e mail 4 Spell checking 4 Dictionary support Parse e mail text 4 Suggest corrections 4 Format text 4 Paste images 4 Document 3S EEE NEL eu zul m E COM r Ipeline KANDAN Visuali Teature daa Not done Not done o o Code review 7 Completed 9 9 Code feature a o Write code Not done 2 a Code feature Not done te Visual feature p p VVireframe Not done te Visual feature Wireframe Not done te Visual feature Wireframe Not done te Visual feature Wireframe e f mm 5 Createtask Create reference Pipeline Kanban Start Can select in column drap dawn Edit fe Action Q All project members v C Task Wireframe Let users break dawn task Max WIP 3 items Max duration O days 4 EE Oo Disconnect X Delete ki Undo Redo Update all existing items Update only items selected in the project 9 Only use th
123. e name and password for the user It is also possible to set a Sorting name for a user account This allows the user to be sorted after the sorting name instead of the display name When you create a user you also create an account on the project server where your user can log on In this account the user will find all their work planned in the To do list Tip 1 Name your user with his her full personal name for example John Smith Tip 2 After you have created the user go to and configure the profile settings for your user Deleting a user a Delete user accounts Delete user accounts When you delete a user account you have two options you can either save task assignments and history far the deleted user or you can chaose to remove the user completely Deleted users do not consume a licence and cannot be restored to active accounts within 30 days Delete user accounts but save assignments and history Delete user accounts completely m When deleting a user a choice can be made to retain assignments and task history Otherwise the user will be permanently deleted with no option to restore them When you permanently delete a user all references in the projects where they have planned tasks will be removed as well as their account on the project server This operation cannot be undone so be careful Additionally be mindful of any repercussions related to the SDK or to any integrations that might be affected E
124. ect If you want to do that now jump to the Add remove users to project section of this help manual Deleting a project select the project that you would like to delete and click on the Delete project button on the toolbar When you delete a project all associated data such as tasks releases and assigned work will be deleted per manently Warning This operation cannot be undone Editing a project You can change the properties of a project by clicking the Edit project button on the toolbar You can change the name department and project method All changes will have immediate effect on the project server and to all clients connected to it Archiving a project You can archive a project by clicking the archive flag in Edit project Archive when you are finished with a project It removes all information from the To Do list main application tab users usage etc When you need to access it again just remove the archive flag and retrieve the information you want project history schedule etc Add remove users to project Jump to the Add remove users to project section of this help manual Project user settings For every project the users allocated to it each have profile settings associated with them controlling what they can do in the project Users Projects Shares n Create new project 56 oo Delete project any Edit project re Add remove users to project Project name Humber af members Main manager s E mai
125. ects Core engine development Localization features Small Agile Project l i Core engine development at Mixed Methologies New inteface button Lean amp Kanban Anim VOCap benchmark Large Game Produ Animation test shoot prep Small Agile Project b Sprint Email application Prototype bo Sprint Email application Version 1 0 gt Bugs When you assign a user to a task it will also immediately appear in the Project Schedule for everyone to See Animation test design prep Not assigned Animation test design prep Ee Animation test shaot prep Example Proj Manager Animation test shoot prep mme Example Proj Manager Animation test shoot Not assigned Animation test shoot E Animation test post shoot Not assigned Animation test post shoot E Fixed duration and fixed work When you create or edit a project you have the choice of two different task scheduling project methods Fixed work and Fixed duration Projectname Large Game Default mode for new users Use Task scheduling Use Agile Archived status F This project is archived and is not visible to anyone Method template SCRUM Edit custom template Scheduling method When scheduling tasks use method Fixed duration recommended This task scheduling method is commonly used in all types of development projects The duration of tasks will be constant in the schedule independent of the amaunt of users allocated
126. ed Severity B 14 bugs etc Custom trend type name Main trend type Click to select main trend type Secondary trend type Click to select second trend type Third trend type Click to select third trend type 2012 10 01 2012 10 15 x Gne QA user accounts Hansoft offers a quick and easy way to connect external testers without upgrading your license capacity This is done by creating QA accounts QA accounts can Log in and report bugs Be used as a user in the QA part of a project QA accounts cannot Access Portfolio allocations Portfolio find or Administration Be used as a user in agile or scheduling projects To create QA accounts you must have adminisiration rights Go to Administration Users and then the More menu Users Projects Shares H Create new user Jm Delete users 2 Edit user ET Change Avatar More Create Q account free no licence upgrade needed Mame User graup s E mail Convert QA accounts to full user accounts Convert ghost users to full user accounts Edit user timesheet Make a timesheet report Customise timesheets u Delete timesheets Export this view as XML My personal options Ctrl O You can create a new QA account and handle it in the same way as normal user accounts Information User groups Name E mail Password Confirm Password User must change password next logon E Password never expires IF User cannot
127. ed to 25 in this sprint 2012 12 10 2012 12 29 Iteration 2012 12 10 2012 People All praject members Total 777 qa Example Praj Manager Example Proj Manager ra Example Team User 25 Example Team User 25 Burndown chart 4 n i t 4 2595 Example Team User ripis Business Unit 3 Programmers Scrum team 2 Scripters E T AUN RI T TU Um UAE Eel 8 8 2 2 2 7 F 2 S S 2 2 Sog gg F2 2 The activity details window The activity details window is located below the activity list It provides a quick and accessible way to edit the selected activities Please note that this window has a dynamic size and if you left click on the gray faded bar at the top of this window you can increase the size As the size increases more properties on the task item will be visible If the size is increased as in the agile project example see second picture in this chapter you will see that you can directly manage attached files Also please note that you can drag and drop files directly to this window Activity details window in a task scheduling project Outsourced ASIC Scan Insertion Outsourced ASIC Placement p C f Outsourced ASIC Clock tree synthesis ee synthesis MJ f Outsourced ASIC Route Route Outsourced ASIC Physical design verification sical design veincaton mm Outsourced ASIC In system verification In system verification 4 n P 4 n I Selected 1 of 92 items S
128. ehedubmag method 9 hen ic5hrdunng Lats ub ened Fised duratien jpeceevmended Ehi tak pti melfad i cee uzed in all types el deselopeent peeperti The Buiab n Sf Lsilet will bz c ngtant in ie idhredulr inirpendent el Eee emer of uiri Mic rd Eo Herm Cr mathe ird work Ehi fask piein melfsad in gerlevably weed wher a time busqut ip aed for the pect wu r pub DE andixkr Addai Eudgebed work colyminis added Keke beharr ditenenity trom the toed dunteon prtup in Efe qaae That tee dition well poe Eo Hee Hirie amount of users and time budan Tsk con mhod Wee cmb Mabe column be pcenglate 15hedueld bake Ure Fergenbage meter prd SERUL cokan io complete a ipie tak You can now choose between agile or task scheduling project methods as a default mode for the project You can always switch between task scheduling and agile any time during the project life cycle If you have created an agile project please chose an existing agile method template or create your own You can also select two different project methods with task scheduling Fixed work and Fixed duration Select the one that suits your needs You can read more about the differences between the method in the Fixed duration and fixed work section of this help manual Also select how tasks should be completed bin ary yes or no or percentage 0 100 Notice The project you have created is empty The application will now ask you if you want to add the users you have created to the proj
129. eir To do list Useful when a user thinks that another co worker is better suited to perform the task Go to selected workflow status when the item is set to Completed Useful in a testing or art review scen ario When the task is done itis for example automatically set to workflow status Testing by QA and assigned to different testers Default workflow for newly created tasks and items Setting a default workflow for newly created tasks and items is a good practice since it can enforce the cor rect process to take place when a task is done go to testing for example To set default workflow for new tasks right click on a sub project or sprint and select Set default workflow for new items El Sprint backlog items amp Spell checking 4 Address book 4 Organizing e m s C As a user I can As auser I can No name X o E3 EE lt gt ate e Ga eo Oo Ga Copy Copy as hyperlink Cut Paste screenshot as attachment Return to product backlog Qutdent Indent Expand all Go ta item in board view Go to item in priority view Go to in product backlog Delegate to Visible to Link to tasks items or bugs Flag as user story Set hyperlink Archive Setting the default workflow for new items Sprint backlog items El Spell checking o e Default workflow is Code feature Mo name Mo name No name Ctrl cC Ctrl X Ctrl V Del
130. elect Save As and save the file in XML format do not use export 2 Open Hansoft and create a new project under Administration Projects Create project Example Proj Manager Users Projects Shares ft hie ss Create new project 25 Delete project gt Edit project 19 Add remove users to project More EEE 000 E a L Documents la Portfolio Administration Pa Options Edit project My New Project Help Exit Project name My New Project Projects Default made for new users Use Task scheduling wf Small Agile Software Program Large Game App with Kanban Detailed project setup Method template Edit custom template Scheduling method When scheduling tasks use method Fixed duration recommended This task scheduling method is commonly used in all types of development projects The duration of tasks will be constant in the schedule independent of the amount of users allacated to them 0 Or method Fixed work This task scheduling method is preferably used when a time budget is used for the project and its sub projects and tasks An additional budgeted work column is added Tasks behave differently fram the fixed duration setup in the sense that the duration will adjust to the allocated amount of users and time budgeted Task completion method Use only Status column to complete scheduled tasks Use Percentage meter and Status column to c
131. ended that if you want to perform user leveling based on a priority column you sort the custom columns first before arranging them press Ctrl 1 or Cmd 1 Vern ATL EI REVIT Pan LEFT PeT Sort selected items Sort by start date Ctrl T Scheduling actions d Sort by description View selected only Ctrl Shift 5 Sort by user View on timeline Ctrl 5 Sort by column CustomPrio Ctrl 1 View change history on Ctrl Shift I Sort by column Release tag Ctril 2 View time reported an You can now arrange them by numeric data in the custom CustomPrio column and user in this case key board shortcut Ctrl Shift 1 or Cmd Shift 1 Planning Quality assurance Feature list Gantt Schedule Scheduled task 4 Release X Delete Undo Redo Show More Q Fnd amp GQ R y 2013 June 2013 July 2013 Activity name CustomPrio 0 0 Project root Milestones tones a E 0 0 NextGen Game Production Plan 0 0 4 Internal milestones 0 0 Art animation and audio E 10 0 Core engine development re engine development 0 0 My task My task aM Sound crash Very high Sound crash m New task E New interface button amp E New templates in base library E Medium Mew templates in base library zx L Localization features Very low Localization features e 10 09 Scripting MM M p 0 092 Game code gy To pe
132. erver Together with the Hansaft Client a strong e mail communication network for co workers project managers and clients is a crucial to your project s success Outgoing SMTP server IP smtp mycompany com Port 25 Name appearing on sent mail John Doe E mail appearing on sent maik john doe mycompany com Hansoft server IF for mail hyperlinks MYWORKSTATION F Server requires SMTP authentication for outgoing mail User name Password Camel The E mail settings dialog The most important field in the e mail settings dialog is Outgoing SMTP server name This is what enables Hansoft to send e mails Once filled in it can be verified by clicking View e mail status in the Administration side panel A successful connection includes the line Successfully connected to SMTP server This is an e mail status view showing the current and past e mail activity on the Hansoft Project Server This view can be used to see why e mail doesnt reach their recipients or why one cant connect to the server or simply to see what e mails are being sent Copy all messages sent to clipboard Copy selected messages sent to clipboard Fa Time Messages sent Copy all details to clipboard Copy selected details to clipboard Time Detailed server communication Connecting to SMTP server winserv iz5 010 11 02 11 19 40 010 11 02 11 19 40 A successful e mail verification session Successfully connected ko SMTP server winserv 2
133. escription Assigned to Status ar 1 Firewall is not handling incoming traffic il Engineer Lisa Th Assigned T 7 Sub screen is not working correctly Tester Jeff S Re open Tte 3 E mail nat visible in quick view Engineer Lisa i Assigned New bugs reported by me Not assigned M New To edit a bug in Hansoft utilize the bug details window Here you can set all the bug data in all columns add detailed description steps to reproduce and comments a Detailed description Steps to reproduce r B Description My first bug Status it New Assigned to ea Not assigned ch More 2012 10 03 16 22 ae ee Manager Chris New Reported by Manager Chris Severity 7 E Attachfiles Organise Please note that you can use html tags such as lt bold gt and lt bold gt or lt URL L www hansoft se gt Hansoft lt URL gt on comments detailed description and steps to reproduce When bugs are reported they will pop up as new bugs in the assigned user s To do list To do list Description Status Work remaining Timeline 4 Sprint Prototype ese qm C Mot done 10h Quick view 4 Bugs My first bug te Assigned Bug workflow statistics You can analyze how many bugs pass through a bug status and how long they remain in that status This can give useful information with regard to how long it takes for a bug to be fixed or verified In other words this functionality can identify potential bottlenecks in the quality assurance
134. estone 1 Contract Executed Level 18 9 Internal Milestone 9 Alpha Prototype Prod 2 Mission building linterior Low LOD Ghost user Milestone 1 Contract Executed NPC and mission area start zone Mk1 Example Proj Manager Milestone 1 Contract Executed Exploration area exterior pt Mk1 ee Ghost user Milestone 1 Contract Executed Exploration area exterior pt Mk1 ea Ghost user Milestone 1 Contract Executed gt Changing the position of the time scale Hansoft recommends that you use the right mouse button and click in the view when you are not hovering above an activity dragging the time scale along with your mouse This is the quickest and most effective way to navigate You can also use the horizontal scroll bar located below the timeline view According to the timescale the earliest task begins when the scroll bar is at the far left When the scroll bar is at the far right it means that this is when the latest task ends according to the time scale Zooming in and out the time scale You can either click the Zoom in and Zoom out buttons located in the main timeline toolbar or use the mouse scroll wheel while pressing the Ctrl button on the keyboard Cmd button on OSX Time box selecting Use left mouse button and drag across the timeline view 2012 Q2 Milest Milestone 7 Prototype on PS3 2010 Q1 2010 Q2 2010 Q3 2010 O4 2011 Q1 2011 Q2 2011 Q3
135. eting them When you are finished with the basic planning you should exit this made and convert the users Creating a ghost user Start by clicking More Ghost user mode Enter ghost user mode Itis possible to create ghost users without entering Ghost user mode however all ghost accounts will then be displayed as Ghost user instead of their respective names Planning Quality assurance Product backlog Agile Schedule 1 Sprint backlog item Sprint Release Breakdown X Delete Undo Redo w Show w More Q Find u cm Work Ghost user mode Enter ghost user mode remaining 2 Project history BS Rem li Manage ghost users Export and import 2 e j E Reports and trends gt rint 7 E Lp Example sprint 2013 12 12 2013 12 25 Not done T Manage user view presets H People All p t members i pi 9 Pipelines Kanbans and Workflows Ctrl Shift W Access ghost account management options in More gt Ghost user mode gt Manage ghost users ete Undo Redo w Show More a Find Work Ghost user mode Exit PR ghost user mode Status bii _ B g Project history f Manage ghost users Export and import Fk LL a Convert ghost users to normal users Reports and trends ki a ey ee eee 0 Manage user view presets Team user 2 amp Pipelines Kanbans and Workflows Ctrl Shift W E u3 1 Customize
136. ext in other fields All columns Column name Type Assign tag Resource Assigned to Resource Budgeted work Hours Bug status Bug status Category Backlog category CC new comments to Resource Comments Text Committed to sprint Item Confidence Confidence Custom column date Time Custom column drop list Custom column hyperlink Custom column drop list Text Custom column multi line text Text Custom column number Number Custom column users Resource Custom column text Text Database ID Number Detailed description Text Duration Days Earned value Estimated ideal days Finish General condition Archived General condition Assigned to me General condition Completed General condition Has resources General condition Has sub items General condition Incomplete General condition Milestone overdue General condition Not assigned General condition Out of office task General condition Ongoing work General condition User story Hyperlink ID Immediate parent sub projects Immediate sub items Item name description activity name Item status Item type Last commented on Last updated on Leaf sub items Linked to item Milestone release tag Originally created reported by Parent sub projects People Pipelines amp workflows Pipeline and Kanban tasks Can start now Points Predecessor Priority tag Project Risk Scheduled condition In progress scheduled condition Not started yet scheduled c
137. for an individual user by overriding the project calendar After this change all schedules will auto adjust to the new settings in the same way as out of office planning Example Qut of office calendar settings Overrides Override project calendar working days Override project calendar working hours When combining with other out of office tasks Combine free days F Combine working days Select the fewest working hours for each day F Select the most working hours for each day Mark working days W Monday Tuesday Wednesday 7 Thursday Friday 7 saturday Sunday Select day of week to define working hours for Monday Define working hours work from ta Cancel Here is an example of part time work for one user for three weeks You can see how the out of office task is affecting the normal task by looking at the darker areas of the green task Partttime p Eee Example Team User Task Example Team User Another way to handle a part time working user in agile projects is to set the allocation percent for a user in a sprint El People Allocated to this Iteration e Example Proj Manager a Example Team User 25 Lai Burndown chart Show work remaining for Example Team User Iteration backlog items Set allocation percent for Example Team User in this Iteration Game code improveme eu Allacate users to Iteration Critters movement a Example Team User is now allocat
138. for art assets or other task processes with hard dependencies Workflows are used to handle a simple linear workflow on an item They are mainly used for testing quality iterations or management sign off Go to training videos for this tool on Hansoft se Create Pipeline Kanban Create Workflow Go to Kanban board Disable this tool o o Code feature Workflow created by Manager Chris Exporting and importing pipelines Under the More menu you can export and import your pipelines as XML This is useful when transferring pipelines between projects or databases Edit workflow access rights c Export this view as XML Import to this view from XML Pipeline settings In the More menu under Pipeline settings you can decide on settings affecting the whole pipeline but not pipeline references Here you can decide if the pipeline must be completed in sequential order or not EE Settings for User Story E Tasks must be completed in sequential order Cancel If a pipeline must be completed in sequential order team members will not be able to change item status before it can start Task amp Not done te User Story ke In development F Selected F Completed Engineer Lisa S FkIn development 1 day 23 hour Not done See pepe Sg ITIN um cue pm Lisa Heeii Done amp Not done Lisa Please review the pipeline for more information isa je Documentation Mot done ert pur n compres LiSA i Live deploy
139. g testse Translation managed in another database English United Kingdom test Translation managed in another database English United Kingdom testtest Translation managed in anather database English United States AAA Translation managed in another database English United States QQQ Translation managed in another database English United States asdf Translation managed in anather database English United States ttt Translation managed in another database T pe Find translations After the desired changes have been completed return to Manage translations and check in Pipelines kanbans and workflows Introduction Overview Pipelines kanbans and workflows are related concepts in that they allow you to define the process that an item of some kind should follow In fact Pipelines and kanbans have exactly the same representation in Hansoft and the difference is more a mental one A way to think about these different concepts is in terms of the situations in which they are useful Pipeline A pipeline can be thought of as a template that creates a series of detailed tasks when the pipeline is applied to an item in the Planning view For example if you have a special kind of backlog item that always go through the same sequence of tasks when they are committed into the Planning view in Hansoft you can create a Pipeline that defines this task sequence You can then assign the defined pipeline to these
140. g reporters to enter certain bug data on a newly reported bug before setting a user or proceeding in the workflow is often a fundamental part of the workflow in QA You can force data to be entered when going from one bug status to another by using a transition Itis recommended that you set the force bug data to be entered on the first bug status in the workflow in this case status New HT Action Report new bug Can report new bugs gA All project members v me Bug status New Go to status when assigned Edit the bug status and select bug data that must be filled in before setting a user or another bug status In this case we have set Description Detailed description and Found in version ly Mame and icon WEN te New When reaching this status Set work remaining on the bug to Hot set hours Send e mail notifications to Assign to Lo m Mandatory data fieldsi Data must be filled in Yes No Comment new No L Description Yes p Detailed description Yes ud Found in version Yes a oe r3 mies When assigned to someone go to chi Assigned Y Additional options F Cannot set Not assigned when assigning to someone in this status 7 Allow reassigning in To do list overrides rules Including original creator reporter E This status is unpublished it cannot be found when searching all bugs ox Ee When users try to set another user or bug status they will get
141. gs in this project Find by keywords Engineers OR Designers AND StatusWorkflow New Xf Report new bug Delete Unda Redo w Show v More ID Description In the report tool you can model your queries in a visual query builder Find query language format Parenthesis Programmers OR Artists AND BugStatus New OR BugStatus Assigned AND alternatively BugStatus New AND WorkRemaining gt 5 OR BugStatus New OR BugStatus Assigned NOT alternatively NOT BugStatus Verified a combination of AND and NOT BugStatus New AND NOT WorkRemaining gt 5 BugStatus New WorkRemaining gt 5 Finding data in a column If you write the name of a column before the keyword separated with an operator such as which means contains you can find data only confined within that column Description Code BugStatus New Operators and syntax An operator is written between a column and a keyword A common operator is which means contains for example description code result will be all items with a description which contains the keyword code Text columns When finding data in a text column such as Description these are the most important operators Contains Starts with gt Exactly matches Description Code means all items that contains the text Code User columns When finding data in a user column such as Users or CC new comments to these are the most important operators
142. gt la Portfolio JP Options Description Status Sort on Work remaining Timeline Manager Anna Firewall is not handling incoming traffic amp Help ommented C Exit 4 Sprint Sprint prototype Sprint priority lt attached some crash logs Not done 18h As an application user i can see incoming e mails w E mail application Not done Th As an application user i can see draft e mails 4 Scheduled tasks 5 MM Start i Server maintenance iC In progress 2013 12 20 2013 12 20 2013 12 26 5d 4 Bugs Status 4 J Firewall is not handling incoming traffic i Assigned Sub screen is not working correctly e Assigned A typical To do list for a co worker The To do list The To do list has separate sections for each project the user is a member of which are further divided into sections for sprints scheduled tasks and bugs Each item is presented as a summarized task showing the task name with the sub project path if applicable the status and the work or time remaining on the task The user can freely change status and their work remaining estimates Any new items will be signified by a icon also increasing the counter on the To do list entry in the left hand Navigation pane Items with new comments will display the New comment icon Item details ft Todo list 1 Documents lo do list 24 Projectview Timesheet E News feed la Portfolio 4 Options Description Status Sort on Work remaining Timeline Help Exit E
143. h Prediction 5 months Copy trend ta clipboard Type Status trend for All users in project 15 m Mot done 12 wel o c i by th i 5 g a y 2 12 m In progress 13 Velocity this day 0 m Completed 4 Velocity this day 2 Blocked Velocity this day 0 To be deleted Velocity this day 0 2012 10 15 2012 11 12 2012 12 10 2013 01 07 2013 02 04 2013 03 04 2013 04 01 2012 10 02 You can create custom trend types by selecting Custom trend types in the Type menu Custom trend types are mostly used to see how many items there are of one type per the another type a custom drop list per item item status for example Please note that custom trends starts to be recorded when you create them they are not retroactive This is because saved data would otherwise fill up the hard drives on the server in a short time period Trends Trends global per project per user group and individual users Small Agile All users in project Type Status Time period Last month Prediction 5 months Copy trend to clipboard Type Status trend for All users in project i5 Custom trend types for Small Agile Scheduling ES 13 i2 Create ord Create custom trend type 10 Here you can create custom trend types For example you can chaose main type Status and gt Custa secondary type Severity You will then get all combinations of those listed when you select a g dty trend 65 Closed
144. he button in the details window Bl w Open in separate window You can now work with multiple bugs in separate windows ID 2 Sub screen is not working correctly 2 8 amp ID3 E mail not visible in quick view Description Sub screen is not working correctly Description E mail not visible in quick view Status it Re open d Status zu Assigned Assigned to e Tester Jeff gt Assigned to e Engineer Lisa a qp More Reported by Engineer Lisa Reported by Manager Chris Detailed description Detailed description 2012 10 02 17 10 Manaaer Chris Re onen 2012 10 02 17 15 Manaaer Chris Ascianed Attach files Organize T Attach files Assign bug dependent on classification You can assign a bug to someone dependent on the selected drop list item This can for example be used to assign a bug dependent on a classification like art engine or textures Go to More gt Customize project quality assurance and create columns Columns E mail notifications You can add extra columns that can be used for additional data on each item wr h d Finding bugs Available columns ini Activated columns Bug priority js O Severity CC new comments to o Steps to reproduce Committed to sprint Confidence Database ID You can create delete or edit extra columns here Create column Delete column Edit column The Create column button in the Customize project Q
145. hitt G Final milestone Milestone Z Trip to England is now an out of office task visualized by thick gray diagonal lines The task is also assigned to Example Team User The schedule has now been automatically adjusted and the task Code Functions has been extended in time without adding extra working days yadule Example Team User Milestone 2 Final milestone s lt __ Example Team User MilebhBtone 2 yn area exterior pt Textures Mission building interior camila i Example Team User Milestone 2 Text Ires Special effects x Example Team I Vacation planning qrr Trip to England nal milestone schedule Example Team Use Milestone z Final milestone schedule Example Team User Milestone zZ Final milest Out of office task Trip to England is now global affecting all projects Thus when we create drag extend or change a user on a normal planned task it will be directly affected by the out of office task Change end m Start 2011 09 15 Date is a Thursday in September Final End 2011 12 23 Mil Date is a Friday in December Example Team User Milestone ri Example Team User chedule in area exterior pt lt Exag Duration 8 weeks and 3 days PS Se Se ee situe ce I Textures Mission building interior amp Lar af ade ad a ad a a a Example Team User E Vacation planning Trip to England amp Example Team User
146. idual can work on Kanbans are typically created because you want to visualize the value flow of items hence the board view is typ ically used to visualize that Another strength kanbans is that you can use concepts like maximum work in progress limits and takt time to manage and improve the cycle time in your value flow Kanbans are mostly useful when you don t have too many steps or a lot of parallelism in the flow Workflow While pipelines and kanbans focuses on the end to end flow for items through a series of stages or tasks workflows are focused on how an item can go through a series of status changes through its life time In fact a workflow is a kind of a finite state machine We have already seen that a workflow is automatically attached to bugs created in the Quality assurance section of Hansoft It is however also pos sible to attach a workflow to an item in the schedule A common reason for attaching a workflow to an item in the schedule is that you have some kind of sign off process that items should go through before they can be considered fully completed Typical examples includes a sign off process for art assets when developing a video game or a sign off process for user stories product backlog items that are worked on in a sprint Functionality in Hansoft Pipelines and workflows are used to describe the order in which tasks are performed It is useful for facil itating hand offs sign offs or simply to embrace the iterati
147. igned Not done As an application user I can see a list of all my emails w Completed As an application user I can password protect the application so no other use Example Proj Mai amp Not done s an application user I can search for emails easily Motassigned f Completed L Email application Version 1 0 2010 04 26 2010 05 d dixdas To compare current plan to a historic plan click the checkbox Violet colored text and visuals indicate change often an indication of slippage In the illustration below we can observe heavy slippage by pro grammers we have created a user group named programmers and assigned users to a couple of tasks Project history for Mixed Methologies Select a date in the past More on selected date Mo mare plans Compare historic version to current Named history saves H Showing October 2 2012 11 34 52 Show More Q Find Si 2010 11 22 W47 2010 11 29 W458 2010 12 06 W49 2010 12 13 w50 2010 12 20 W51 2010 12 Item name amp sim t w t fT s s m t wt T s sim t w t fs s m t w t f m t w S 5 V t f s m t w 376h 14 455 Project root Milestones Milestones El 76h 14 4 NextGen Game Pro Internal milestones 14 5 Art animation and auc E 00 0 Core engine developme Mew templates in base libr Example Proj Manager Localization features H Localization features C Example Proj Manager New inteface button 4 New inteface button C Example Proj Manager
148. ike Programmers or System designers These groups come to use in the Portfolio allocations view when selecting Show all user groups on the top blue bar One can now see the average allocation for all groups and see all individuals in the group Also you can see user groups divided by project Find Allacations Users More Users Groups Projects The portfolio view selector Please note the gray zones in this example signify that the user group Programmers are allocated in gen eral but do not have any work related to the project Find Allocations Groups More User 2012 10 08 Wel El Engineers El All in Engineers E Engineers in E mail application a Engineer Lisa Engineers Team Blue Bl Engineers in Mobile game Users in projects In a similar way to the user groups Hansoft can divide users into projects showing the average allocation for these projects Select Show all projects on the top blue bar You can now see all individuals in the group and the average allocation for all user groups within the project Please note again the gray zones in this example signify that the user group Programmers are allocated in general but do not have any work related to the project Find Allocations Projects More User 2012 10 08 W E mail application i Mobile game Finding users groups or projects When pressing the Find button on the too
149. ilt in translation provided by Hansoft Has Flo Built in translation provided by Hansoft FF Find translations Create a new translation and select the destination language for what you are translating to The Based on translation will set the language which the translation will use as a template For example Ponder that a translation does not cover every single label in Hansoft This might be for several reasons but probably because there is no appropriate translation due to differences in language structure The trans lation will in this case retain the value of the base language Create new translation Based on translation English United States Destination language Swedish Sweden svenska Sverige Description My Swedish Translation Comment Translation that uses the company process terms The other options works similar to the document management in Hansoft Check out Check in and Show history provides you with the basic functionality for editing the translation files Export is used when you want to export the translation you have done in a binary one file format In the More menu you can duplic ate rename delete and discard changes You can also set permission on a translation on whom can edit them If you want to analyze what you have translated you can export what you have translated and not translated to a spreadsheet file More Duplicate Rename Delete Discard changes Permis
150. images As an example you project managers executives or outsourcing partners can reply post new and edit comments on tasks Comments with images Hansoft features a comments system where you can embed and edit images This useful when chatting about art assets reporting bugs or discussing features Hansoft handles PNG BMP JPG and GIF files Images can be inserted either by clicking the Insert image i icon on the text field toolbar or simply by pasting from the clipboard You can also attach them from within Hansoft document system or by drag and drop from Windows Post Cancel BY J CiAr r lE El e Something like this would probably work An image recently pasted into a comments field Hansoft also comes with an image editor accessed by right clicking the image and selecting Edit image This is useful for highlighting or framing portions of an image relevant to the discussion Edit Image J Arrow Line C Frame Ellipse A Text Crop W Red Undo Redo H Save changes 6 Close The image editor Printing and data importing exporting Click on Print Ctrl P or Cmd P on the main main toolbar to bring up the Printing window Print Document Timeline view Scaling Show Prntthiswew Mixed Methologies 32 5 E Print as User story cards Start 2012 12 02 End 20130102 iPage 7 Pages 4 Pages Page 2 2
151. in parallel or that users might have responsibilities outside of the sprint work Total me 59 of 144 Designer Eric 22 of 64 Engineer Lisa 7 28 of 64 Manager Chris 4595 mem 9 of 16 A part time allocation to a sprint Clicking a user in the People section will display a summary of tasks for that user in the sprint Tasks that are the allocated time will be displayed in red 4 Prototy amp 5 Work remaining for Designer Eric Total work remaining 22 hours equals 2 8 days This user is over allocated with 6 hours equals 0 8 days Item name Status Sprint priority Work remaining Wireframe for reading e mail Notdone E High priority 7 hours Wireframe for composing e mail 4 Not done L Medium priority 8 hours Wireframe for organizing e mail Notdone E Low priority 7 hours 6 hours over allocated Close oprint burndown charts Burndown charts also play a central part in agile projects As the total work remaining ideal days or points changes day to day within a sprint it forms a burndown chart the shape of which is denoted as a signature This chart and signature can tell us a lot about the rate at which the teams and their corresponding indi viduals or groups are working and also when they are likely to be finished The burndown chart Depending on if you use points and or ideal days different boards will be visible like Points below in the burndown chart in the list view Click each board to switch
152. ing Q Closetina Q Find Find by keywords Comments Example Finding items and tasks in Portfolio find Find by keywords and select pre defined conditions All projects that you are connected to are instantly searched through this does not include bugs Find Allocations All items Find by keywords Engineers and Not done In progress Status Not done Show More Is Create and share Reports Item name Assigned to Status Status Completed Status Blocked Status To be deleted Scheduled Critical path Scheduled Overdue Scheduled In progress Scheduled Mot started yet Agile They are sprints iterations I Find by keywords Clear selection Finding bugs Find by keywords and select bug statuses and pre defined conditions Planning Quality assurance Product backlog All bugs in this project Find by keywords and Assigned Re open WD Reported by me 0 Report new bui X Delete Unda Reda Show More Create and sF Af p g O l e Assigned to me 0 ID Description ifr Status Assigned 2 13 Status Closed 0 iF Status New 0 13 Status Re open 0 if Status Resolved 0 1 Status Verified 0 p Find by keywords Clear selection The Find query language Hansoft has an extensive language for writing queries This way of writing queries is available everywhere you can find items tasks bugs or other things in Hansoft Planning Quality assurance Product backlog All bu
153. ing them have this effect in the Kanban view WIP turns red if there are too many items in that step and orange cards turns red if they are overdue in Takt time Lrve deploy Utikzatzan and Support Takt time is also available in the Schedule view El Task f Selected p In development 1 day 23 hours left NM Done aia Internal deploy pun Documentation Workflows Workflow fundamentals A workflow is used to define the life cycle of a task In contrast to pipelines a workflow is applied to a single task as opposed to spawning a sequence of tasks Workflows are mainly used for task sign off user story testing art sign off or quality iterations 5 Create workflow status Create transition 5 Edit o 9 Action Workflow entry Can select in drop down All project members Mi Status Quality not approved E Status Quality approved A simple workflow for a task which involves approval of quality Setting a workflow on a task automatically progresses the workflow to the first workflow state Going to the next status can be done manually or can be triggered by changing the item status of the underlying item Double clicking the Status column will display a list of valid Item statuses and workflow states to which the item can progress E Create a graphic asset Not done C In progress ee Completed Blocked 3 To be deleted E Quality approved E Quality not approved Find b
154. inistrator wa 13 Email functions As an application us 14 Contacts As an application user car 15 Interface design As an application u Pp Find by keywords 16 Presenting emails As an application You can set the priority in Items on a wall by selecting Product backlog priority as your wall mode Columns Product backlog priorit Lanes Settings Select Custom groups Group by column Release tag Group by column Committed to sprint High priority Group by column Status Group by column Product backlog priority Group by column Risk You can select a custom drop list column as your Product backlog priority by going in to Customize pro ject and then Priority Columns Agile and Scheduling Agile product backlog priority Column to use for Product backlog priority Use predefined Product backlog priority column gt x Use predefined Product backlog priority column gt My Custom Prio Prioritizing a part of the backlog One important feature for doing true enterprise backlog management is to be able to prioritize a part of it independent from other parts This is often the case when you have multiple product owners within the same large project Start with going to items in a hierarchy right click a sub project and select View selected only Copy as hyperlink Cut Paste text as items Commit to sprint Ctrl x Ctrl V Delete Del Outdent Shift Tab EE Indent Tab E Co
155. irst is any of selected gt 5 Non first are any of selected lt lt vc Example assignedto Example Proj Manager returns all items that have only Example Proj Manager assigned Explicit typing R specifies individual resource and is written before the typed keyword G specifies a resource group and is written before the typed keyword resource R or G keyword to type R or G keyword to type etc Example CCnewcommentsto resource G Business Unit 3 R Example Proj Manager returns all items that have a CC to a user in user group Business Unit 3 or to the individual user Example Proj Manager Using the currently logged in user as a resource type loggedinresource Example assignedto Resource loggedinresource Time type The time type is used for all kinds of date columns such as Start and Last Commented on All dates are spe cified in the ISO 8601 format YYY Y MM DD The following operators can be used on dates and times Description Operator Synonyms On date 3 gt gt lt lt Not on date l t k H After date gt gt gt Before date lt lt lt On or after date gt gt gt On or before lt lt lt date Example Start gt 2009 10 01 returns the scheduled tasks that have a start date on or after 1st of October 2009 Explicit typing Time Example Finish lt 2009 10 05 returns the scheduled tasks that have a finish date on or before 5th of October 2009 s
156. is on new items Preview of items which will be updated double click to locata Suggest corrections Format text Paste images DUM DELE SUD tm Dum mn SUD rm Document If you do save your changes and not update items they will have a hyperlink Old version to the right of the pipeline name Clicking this you can either update to the latest version or view the old version of the pipeline Visual feature Old version sual feature Old version sual feature Old version l isual feature Old version a enm a em SUD HII a enm b Wireframe M Wireframe b Wireframe Fp Wireframe LL Lil Lil Lil ci 7 zi Hm LJ Likewise if you delete a pipeline you will have the option to update items m 2 ns Action Pipeline Kanban Start Can select in column drop down i All project members C Task Wireframe Let users break down task Max WIP 3 items Max duration O days 4 hours A C Task UI design Let users break down task Max WIP 3 items Max duration 2 days O hours 22 Close Delete this and update items Delete this and update items Update all existing items after deletion Update items selected in the project after deletion Do not update any items Preview of items which will be updated double click to locate te Suggest corrections t Format text te Paste images ts Document te Address book t
157. isas Manager Chris g Designers Leads Producers Team Blue 4 The portfolio allocations view All the company users are listed in this view and all changes that occur in the projects will affect this view in real time An average allocation for all users is shown and updated in real time This can come espe cially in handy when one is looking for periods of under and overallocation for the entire company over time For every user you have a white horizontal bar and zones in different colors that indicate Portfolio alloc ations from 0 and upwards In the most zoomed in mode in the timeline view and under the Portfolio alloc ations zones you have the hours that the user is allocated to day by day If you move the mouse over a Portfolio allocations zone a tool tip will pop up displaying important details Go to tasks from Portfolio allocations You can right click on a user allocation zone and go directly to tasks in that zone from any Portfolio alloc ations view If you are going to do user leveling this is a very handy tool Use F8 to go back to Portfolio allocations after you have corrected the tasks 10056 amp amp D B 858 85 amp 10056 amp amp O 0 8 8 ions 100 100 allocation of Engineer Lisa occurs from 2012 11 01 to 2012 11 06 Activities in this period 1 E mail application 10095 Sprint Prototype User groups When administrating a user you can assign a group to a user l
158. isplayed in the Sort on column Team user 1 To do list Documents To do list la Portfolio Jr Options Description amp Help MOMS EE E Exit 4 Sprint Sprint item 1 Projects T Sprint item 3 Example Project The To do list while displaying sorting options Columns added to the planning view will also appear as sorting options a Projectview Timesheet Status amp Not done Not done Show Find mi Sort on Work remaining Timeline A3Brint prior Ly Pu Sprint priority default Item name Release tag Status Work remaining Sort Ascending Sort Descending Sprint priority default CC new comments to Category Confidence Database ID Estimated days Hyperlink ID Item name Last commented on Last updated on Linked to item Originally created by Points Release tag Risk Status Sub project path Work remaining Sort Ascending Sort Descending The News feed The News feed is a live stream of all the activity deemed relevant to the user By default it includes all activ ity new changed tasks comments priority changes in any project the user is a member of in any sprints to which the user has been allocated To control the flow of information the News feed can be filtered by clicking the Filter icon T Filter incoming news v Only sprints Iam a member of Only on items I am assigned Only from these users Include news types Co
159. items allowing the tag to be retained throughout all different views of Hansoft To explicitly set a release tag use the Release tag column to define a tag that will be associated with the current item A release tag set in this manner cannot be overridden by changing the tag ging of the parent item or sprint Example sub project 2013 10 18 Release 1 item1 Release 1 item 2 2013 10 18 Release 2 item 3 2013 10 18 Release 3 item 4 2013 10 18 Release 4 In this example image release 2 3 and 4 are explicitly set to their corresponding items meaning the release tag has been specifically set for each of these items individually Note that they have a bold font weight sig nifying the explicitly set status while an inherited release tag has a lighter font weight Item 1 has an inher ited release tag Inheritance and the product backlog When committing an item from the backlog to a sprint itis worth noting that a release tag in the schedule view inherited or not will overwrite a tag inherited from the backlog Example Sprint 2013 People All project members Burndown chart El Sprint backlog items 2013 10 28 release 1 Not done Item 1 i release 1 Item 2 3 release 1 Hierarchy O Backlog item ie Break down X Delete Undo Redo w Show v More Item 3 13 release 1 Release Item 4 At release 1 Item name tag El Parent backlog item 2013 11 04 release 2 l backlog item 2013 11 04 release 2
160. ject dialog for QA Here you will be presented both with pre defined columns such as Last commented on as well as the pos sibility to create your own custom column such as Found in version The pre defined columns are Last commented on time when the last comment was made Last updated on time when the bug was last updated Linked to task item bug linked to another task or bug in any project Originally reported by who was the original reporter Severity severity for this bug Complexity points an agile metric that describes the complexity of performing the task Confidence how confident a user about solving the bug Hyperlink link to something outside Hansoft Priority Priority of the bug Release tag Linked to a scheduled release release Risk Columns E mail notifications You can add extra columns that can be used for additional data on each item Available columns F j n d i n g b Lu g amp cH M Activated columns Bug priority O Severity CC new comments to Committed to sprint Confidence Steps to reproduce You can create delete or edit extra columns here Edit column To create your own column click on Create column For example a very common column to create is Found in version Select type Drop list and create an item for each version Edit custom column Name Found in version Type Droplistsinglechoice 1 v lis
161. kit i i Jl Obi Loo 2022 11 48 WL 2 13 54 5d Ob Last lt A combined agile and task scheduling project Mis rerts Quay bare Pret Bh ete do be E igiri m raben betkieg aes Shieh des x Deis r hbm F ieee Pens E Opens L Gaosmentt I ter MOTD Orbabar 01D Moerembar 200 a Portions 4 Options Hm Than bree i i x FEE m bahya loaded in Aramis C tx i GUE Mara GUI ai UE dees GUN art ti Cop omg AE Tip reikia dace A hra legli in baer biam Limpia Pr Hra Semele ses eae bbearg oe do mal Ager Project A Loinne Exemple Fr Lorain denua Se 5 Hee inicio Eun Example Pr Hire inicio bution 3 4 Stand Cnmih Ld Exemplo H oud ork H len dk Denar B rig Sangre s i Urge Game Produ pun ipa T Ls Sprint 7 zona 2000 amp Ba Explanation of item task status in Hansoft These are some examples that explain how an item acquires its status if broken down into several sub items If any sub item is Blocked the sub project is Blocked El Sprint backlog items 1 O Example item Blocked 2 ex sub item 1 ef Completed 3 ex sub item 2 Blocked 4 ex sub item 3 ef Completed If any sub item is In progress the sub project is In progress El Sprint backlog items O Example item C In progress 2 ex sub item 1 ef Completed j ex sub item 2 C In progress 4 ex sub item 3 ef Completed If all sub items are Completed the sub project is Completed El Sprint backlog items 1 Example item ef Completed 2 ex sub item
162. l application 3 members Manager Chris Member name Is a main manager Limited visibility Can access project history ve Manager Chris V Yes Mo v Yes e Engineer Lisa Mo No No ea Designer Julia No No No Profile settings in the Project administration section Typically a Main manager is someone who has the full access to the project and the project plan and who delegates parts of the project to subproject managers A main manager in Hansoft enjoys the ability to man age the resource allocation Any number of users can be main managers Note The main manager privilege is project specific With Limited visibility enabled as explained in Delegation and Limited Visibility section the user cannot access any information beyond what has been explicitly made visible to them Additionally users can be set up to access the project history When used in conjunction Limited visibility and Can access project history is suitable for observers who might want to evaluate the performance of a development team They take no part in the planning but can evaluate things like release slippage Tip When you have finished configuring the profile settings for users in the project you can proceed to make a project schedule Allocating users to a project Adding a user Users can be added to projects either by right clicking their name in the user list and selecting the project directly or by assigning them in the Projects tab of the administ
163. l to learn more about working with visualized activities Changing the activity name Double click on a task in the activity name column and write or change the name of the task You can also change the activity name in the activity details window located below the timeline list Setting the start or finish date Double clicking on a date allows it to be set How dates are entered is selected in Editing gt My personal options G5 My personal options Appearance Editing Inserting a new item User assignment custom columns data duration and budgeted work should be inherited Agile and Scheduling F When an item is created edit it instantly Documents Chat Copy and paste Comments CC data in extra columns and delegation should be copied in copy paste operations General Enter dates manually Reports E Generate symbolic operators in reports i e amp as opposed to AND With the Enter dated manually unselected a calendar selector is used for entering dates November2010 Mon Tue Wed Thu Fri Sat Sun 1 2 z 5 6 T 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 2T 28 Select a date White colored days indicate working days gray days are free and red colored days indicate holidays Change the calendar month by clicking on the blue arrows on either side of the month title You can also change start and end dates by simply dragging the edges of the task in the timeline view This is covered in the Working with
164. l version control and the doc uments can be rolled back to earlier versions click Show file history in the Documents view The Documents view The Documents view emulates the standard behavior of a file browser Users may read edit check in and check out documents When checking out a document you become the owner of that document and only you can make changes to it Once the document has been checked in the document again becomes avail able for everybody else and will be stored as the latest version Administrator fr To do list Organize 4 GoBack GoForward Show deleted files Q Find files la Portfolio 4 Places Root Projects E mail application Designs i WILII i ES Global documents F3 E E mail application Name Size Type Last modified Status 19 Administration 4 Options pial ColorsPalette jpg l 11 KiB IPG File 2012 09 20 17 16 Help DesignHighConcept docx Lh 397 KiB Microsoft Word Document 2012 09 20 17 16 Exit Eis Mockup jpg fh 11 KiB JPG File 2012 09 20 17 16 Referencelmages zip i 6 KiB Compressed zipped Folder 2012 09 20 17 16 Projects Chat rooms Designs n Current file folder A typical documents folder Permissions for reading and editing documents Root k Projects E mail application n Mame Size 9 Attachments Ej Desi Gy Copy files Ctrl C g Cut files Ctrl X A Faste files Ctrl V E Show file history Cc Check out file s 3 Check in file s 3 Dis
165. lbar it opens the Find window This function is very useful to cut out exactly that data that you are looking for and it works in the same way that a common search engine works like Google com Write the keywords that you are looking for and combine them with a condition below and instantly find the information Find Allacations Users w More a Close find a User 2012 10 08 W41 2012 10 15 _ __ __ name Find Close Designer Eric l Find by keywords Designers Team Blue Designers Designer Kim Designers By these conditions Select conditions Showing individual allocations in the project plan One effective way of getting a smooth user allocation or to solve allocation conflicts between projects is to insert the user allocation directly into the project plan letting it update when you update the plan This is often essential when performing user leveling A recommendation for user leveling except while inserting Portfolio allocations is to use the arrange functionality Show More Show Individual allocation Show Last comment in list Show User stories in list Show Assigned to me only Show Archived items Show Completed items Documents Hansoft has the ability to store documents on the central project server Documents can be uploaded and downloaded from Hansoft Project Manager and can therefore be man aged independently of their physical location Hansoft also incorporates ful
166. llapse all Ctrl Left Go to item in board view Ctrl Shift C 5e Go to item in priority view Ctrl Shift V Delegate to Ctrl Shift G Int Visible to Tag to release Link to tasks items or bugs Ctrl Shift B eee Flag as user story Ctrl Shift Ll pro jec Set hyperlink Ctrl Shift H Archive View selected only View change history an Ctrl Shift 5 Ctrl Shift l Now go to Items prioritized and select priority from the column Hierarchy O Backlogitem Break down amp Delete Undo Redo w Show More Item name Points ara de Status ac Email function 12 points Blocked E Email functions As an app 2010 05 19 Release 1 Email application As an applica 5 points 2010 05 15 Release 1 Blocked As an applica 0 points 4 Not done Backlog History q Close find Close Viewing selected items only Click close to show all items As with the main project view you can also review the history for the product backlog As an example this can be important when looking at which items have been added or deleted or when comparing current requirements with those at the starting phase of the project You access the backlog history in the More menu and then View product backlog history The keyboard shortcut is Ctrl J or Cmd J Maore Ghost user made k Export and import 3 Save project schedule in project history Reports and tren
167. low transitions A workflow transition limits who can do the transition from one status to the next You can also decide what data fields that must be filled in before going to the next workflow status In the example below going from User story in development to Testing by QA can only be done by the user group QA Testers Edit transition am Users allowed through OA o a Transition Users groups allowed i All project members Mandatory Data fields Data must be filled in Yes No Assigned to F No Comment new No Committed to sprint product back No Item name No Product backlog priority product b No Release tag Yes Sprint priority Yes Status No Testing by QA User story No a o Status Defining allowed users in a workflow transition Workflow status settings User story in development 3 Not done Mame and icon When reaching this status Set work remaining on the item to Mot set hours Set status on the item ta No status set Assign to Send e mail notifications to a Mandatory data fields Data must be filled in Yes No Comment new F Ha Committed to sprint product ba F Ma Item name F Mo Product backlog priority produc E Mo a ITA a ee ints When status changes to Mot Done goto None In Progress go to None Completed go ta o o Testing by OA Blocked go ta None To Be Deleted go ta When assigned to someone goto Mone Additional o
168. m members is an important aspect in agile projects Hansoft provides unique functionality to allow team members who are not project managers to insert delete and edit sprint backlog items In addi tion to this Hansoft also provides functionality to break down backlog items into tasks and prioritize them The default setting in Hansoft is that members of a sprint can create delete and change sprint backlog items They cannot however change any property of the sprint such as who is a member of the sprint or when it starts or ends Only a Main project manager or someone with delegated authority can change the property of the sprint This is how it looks from the perspective of a team member the blue areas indicate that he she can insert delete and edit sprint backlog items here Planning Quality assurance Product backlog Agile Schedule O Sprint backlog item Break down Delete Unda Redo w Show More Item name Project root Milestones 9h Sprints Email application Prototype 2010 03 29 2010 04 23 People All project members Burndown chart El Sprint backlog items 4 Email functions As an application user can create new emails easily Security As an application user can password protect the application so no other user can access it EA If you are a main project manager or someone with delegated rights you can right click and remove the flag Allow sprint members to insert delete or change items E Email ap
169. ministrator Users Projects Shares ft To do list H Create SDK user H Create new user e Delete users 2 Edit user F1 Change Avatar More Documents la Portfolio Name User group s E mail Status Share information msi W Administrator Designers Le Online Home user in this database 4 Options Designer Eric Designers Tea Offline Home user in this database Help Engineer Lisa Engineers Tea Offline jme user in this database 9 Exit e Manager Chris Designers Le manager c Offline Home user in this database e Producer Anna Leads Produc Offline Home user in this database T Tester Jeff QA Offline Home u Projects Log on to the project server Yes No The user can log on to the project server Administration i l a Yes 0 Mo The user can create and manage users and projects Portfolio Allocations The user has access to the Portfolio Allocations view Documents ue Yes i Mo The user has access to the document view Enabling portfolio allocations for a user The portfolio allocations view All users that have access to Portfolio allocations will see the Portfolio section in the left hand navigation pane Find Allocations ft To do list Users More Documents uU lu Portfolio name eh aie z 2 Administration Dedoner Eis 100 Options a Designers Team Blue eee E Help 8 800888 8 Exit a 100526 Engineer Lisa Engineers Team Blue Der a8 8 amp O O 8 B8 10055 r
170. mpletion status Fal Workflow status Priority changes I Comments The Timesheet If Hansoft is extended with the time report module every user has access to their individual timesheet in their To do list A main project manager may also generate a summary of time reports from the Admin istration section Viewing the timesheet lo d O li st 5 Projectview Timesheet Newsfeed Show Find ch The Timesheet button At the top of the to do list is the Timesheet button which brings up the Timesheet dialog g Month summary October 2017 VUES Work 46 hours Mon tue Wed Thu Fri sat Sun 1 2 i 4 5 b 7 9 10 11 12 13 14 155 16 1 18 109 2X n 2 23 24 25 26 27 28 29 30 31 2012 10 08 amp hours total Activity Type Project Started Finished Duration Administrative time Wness Official statutory holiday Recruitment Unutilised overtime comp Vacation annual holiday 08 00 S 26 Delete The timesheet dialog The Timesheet dialog shows a calendar a monthly summary and the list of time reporting rows for the selected day For each day users can insert one or more rows to account for their activities Activity types are cus tomizable by the administrator but the most common one is work In addition user may enter a project to which their time is to be accounted as well as any comments for the timesheet row Reporting time on tasks 4 Sprint Prototype 28h 2012 10 12
171. multiple choice and People Sort and group repart by Export report results More Sort repart by First Sort report by Second F Report query Group report by Main Group by Assigned to Group report by Sub Group by Committed to sprint Group by Severity Group by Status Workflow This is an example of items being first grouped per feature and then per sub feature then sorted ascending in from the work remaining column Work Sub Item Item name remaining jr feature status w Feature A Sub feature A Task 1 5h Feature 4 O sub feature A amp Mot done 1 item 5h Sub feature B Task 5 Zh Feature 4 B subfeatureb Not done Task 12 5h Feature 4 B subfeature 6 d Not done Task 8 Bh Feature 4 B subfeatureB Not done 3 items 13h 4 items 18h Feature B Sub feature A Task 3 5h B Feature B O Sub feature A amp Mat done Task 6 amp h B Feature B O sub feature A amp Mot done Task 9 4h B Feature B O Sub feature amp Mat done 3 items 35h Sub feature B Task 10 5h B Feature B B ubfestureB Not done 1 item 5h Sub feature C Task 13 1h B Feature B B subfesture Mat done Task 2 zh B Feature B B subfeature c Not done 2 items 3h 6 items 43h You can also select which columns that are going to be visible in the project view Select visible report columns Select which column that are going
172. must activate extra column Linked to task item bug in customize both in QA and in the project view amp Customise project Columns Calendar E mail notifications Category Agile and Scheduling DE nud cmm apicis gt Release tag More Confidence b Sprint priority Database ID You can create delete or edit extra columns here Delete column Edit column ox Go to the task or backlog item and select Link to tasks items or bugs 4 As auser I can see my e mail Presenting mail 4 Incoming mail Quick view Copy 4 Draft ma 4 Sent ma Copy as hyperlink 4 As auser lg Cut El 4 Compos Paste screenshot as attachment 4 Doc Delete Outdent Indent Go to item in board view Go to item in priority view Delegate to Visible to Link to tasks items or bugs Flag as user story Set hyperlink View selected only View change history on Now go to the QA view right click and select Link to selected Not done Not done Ctrl X Ctrl V Del Shift Tab Tab Ctrl Shitt C Ctrl Shitt V Ctrl Shitt G Ctrl 5hift B Ctrl Shift U Ctrl Shift H Ctrl Shift 5 Ctrl Shift I ID Description Assigned to Status Sever Jte 1 Firewall is not handling incoming traffic Engineer Lisa it Assigned 1th 2 Sub screen is not working correctly Tester Jeff m Re open by 3 E mail not visible in quick view 7 ao Linkto selected Ctrl Shitt 6 lU Copy Ctrl C ES Copy as hyperlink g
173. n Plan e 0 0 Internal milestones te 0 095 Art animation and audio animation and audio r Hr 00 0 Core engine development Core engine development I 0 0 My task My task gg SS New task Mew task m New templates in base library New templates in base library gt es E Localization features Localization features ex E New interface button New interface button zx Sound crash E 0 0 Scripting Scripting M 0 0 Game code Game code Y You can arrange tasks by using keyboard shortcut Ctrl Shift A Cmd Shift A The starting point of the new arrangement will be the first selected task Planning Quality assurance Feature list Gantt Schedule LJ Scheduled task 4 Release X Delete Undo Redo w Show More Q Fia amp GQ D April 2013 May 2013 June 2013 July E 0 05 Project root P M d LEA Qv Y XMtoQ 9 Milestones Milestones M O 0 0 NextGen Game Production Plan amm 0 094 Internal milestones REE 0 0 Art animation and audio animation and audio eee 0 0 Core engine development Core engine development eee 0 0 My task My task MM New task E New templates in base library New templates in base library e Localization features Localization features E E New interface button Mew interface button E Sound crash EE 0 0 Scripting Scripting aM 10 0 Game code Game code MM It is recomm
174. n addressing problems with connection security proceed to the Troubleshooting section Information about certificates You can read more about security in Hansoft in the Certificates section Certificates Because the Hansoft client downloads executable code from the server identity verification and trust play a key role in ensuring the integrity of communication Hansoft employs the industry standard AES 256 encryption algorithm for all communication between the cli ent and the server Additionally from version 7 0 both client and server utilize X 509 certificate based authentication and key exchange provided by the OpenSSL library This is done to protect clients from hacked servers and to protect servers from clients running on unau thorized machines minimizing security risks such as identity theft eavesdropping and unauthorized access to sensitive information This product includes software developed by the OpenSSL Project for use in the OpenSSL Toolkit http www openssl org Certificates In order to facilitate secure communication the Hansoft server can be configured with a certificate issued from a Certificate Authority an entity in a chain of trust stemming from a number of established root author ities By accepting the certificate the user indicates that they trust the Certificate Authority and therefore the server they are connecting to and that the connection is allowed to continue In addition servers can
175. n managed in another database English United States ttt Translation managed in another database I Find translations Select the translation you wish to edit and check it out After you have checked out a translation you will be presented with a list of files containing every text string in Hansoft The HPMLocalizeClientLoggedlnGui contains the labels for the Hansoft client GUI Name Date modified Type Size 3 AOCCLocalizeCommon 2013 10 23 13 33 IR File 15 KB I AOCGTInterfaceLocalize Common 2013 10 23 13 33 IR File 3 KB 3 AQOT nteropLocalizelCommon 2013 10 23 13 33 IR File 3 KB 3 HPMLocalizeClient Common 2013 10 23 13 33 IR File 1 KB 3 HPMLocalizeClientLoggedin Common 2013 10 23 13 33 IR File 25 KB PMLocalizeClentLoggedIlnGUl 2013 10 23 13 33 IR File 3 HPMLocalizeChentLoggedlnGUlGantt 2013 10 23 13 33 IR File 264 KB Open a search box Ctrl f Cmd f and input the label ID To change a label simply type in your desired replacement between the quotation marks next to the default label Note that in this example we will be attempting to replace the label Planning Planning EXAMPLE REPLACEMENT 30 682ee 00 Current Planning Create new and manage existing translations of Hansoft Createnew Check out Checkin Show history Export Import More English United States backup Translation English United States test language translation Translation Deutsch Luxembur
176. n of the project view Additionally it is also found on the main toolbar as Create and share Reports in Portfolio find if you have administration status as a user Find Allocations All items Find by keywords Show More fk Create and share Reports Activity name Accessing the report tool from the Portfolio view Managing reports Reports can be created and managed by all users in Hansoft These personal reports can then be shared with other users and user groups In the view below you also duplicate reports if you want to make a vari ation of already existing report Create project reports and share them with other co workers Go to training videos for reports on Hansoft se Create new repart Edit generate and export Share on toolbar Klore p Find reports The report tool Editing and generating a report When editing a report you have access to a visual query builder sorting results grouping results After edit ing the report it will automatically update the results in the background project view The report results can also be exported as XML spreadsheet or tab separated text S Create find criteria Create excluding criteria X Disconnect Delete X Undo Redo Report query All items Statuscompletion Not dane OR Statuscompletion In progress 26 items Status completion Mot done In progress 2b in LE out Reported items mi LESS On criteria find on
177. n the text press Ctrl Tab 8 Tab To insert an image when editing comment text press Ctrl V 8 V To insert and immediately edit an image when editing comment text press Ctrl Shift V 85 Shift V List of keyboard shortcuts sorted by function Ctrl R db R Add more users to activity Ctrl Shift Number 1 3 Shift Number 1 Arrange extra column 1 9 numeric 9 9 Ctrl Shift A 85 Shift A Arrange selected tasks Ctrl Left d Left Collapse all under sub project Ctrl Shift T d6 Shift T Connect selected Ctrl C db C Copy to clipboard Ctrl X d X Cut to clipboard Ctrl Shift G dt Shift G Delegate sub project to Ctrl D d D Disconnect selected activities Ctrl Right d Right Expand all under sub project Ctrl G dt G Go to task item in project view Ctrl Shift X dt Shift X Go to item in Hierarchy view Ctrl Shift C d Shift C Go to item in Wall view Ctrl Shift V db Shift V Go to item in Priority view Ctrl d Import Hansoft XML Tab Ctrl M Ctrl N Insert Ctrl U Ctrl L Ctrl Shift P Ctrl Shift B Ctrl Shift Up Down Alt Gr Up Down Ctrl Q Ctrl B Ctrl Shift R Ctrl V Ctrl P Ctrl Y Ctrl Enter Ctrl K Ctrl A Ctrl Shift H Ctrl S Ctrl Number 1 9 Ctrl T Ctrl W Ctrl F Ctrl Shift O Ctrl Z Ctrl O Ctrl J Ctrl Shift S Tab 4 M d N dh
178. nal Milestone Architecture first pass Minor Internal Milestone VOCap MOCap animation delivery Minor Internal Milestone All content checked in amp 4 e 6 6 6 6 e 6 6 ee Minor Internal Milestone Architecture final pass Minor Internal Milestone Scripting checkpoint Minor Internal Milestone Scripting final pass done Internal Milestone 8 Prototype Game Play 1 j ttt How Limited visibility will affect the Publisher Calendar and working hours One important aspect when making the project plan is to set the working days and working hours That is done in the Calendar amp working hours window Opening the window Navigate to More Customize project and then choose Calendar to the left G5 Customize project Columns Calendar Holidays and observances E mail natifications Mo country selected for holidays and observances Suntry selected Agile and Scheduling No information available on holidays and observances ee mee More Netherlands Morway nd worki hours Week working days a ng New Zealand Canterbury Province Mark working days Working hours for day FUSE Monday Friday Mon w work from 08 00 psmerem ee Saturday Swe work from Wednesday E Sunday Thursday work from Settings for specific days 4 October 2012 lt lt click to select a date Wed Thu 3 4 Settings for selected date 10 11 13 1 This day should follaw the standard calendar setting 17 18
179. nal options p2 Find by keywords Clear selection Use shift or control to select multiple milestones releases Customize project columns You can customize extra project columns for each project and backlog in Hansoft Hansoft also comes with a variety of pre created columns that easily can be activated Pre created columns Complexity points often used in agile projects Confidence often used in agile projects tem status often used in agile projects Risk often used in agile projects Estimated ideal days often used in the backlog in agile projects Hyperlink often used to integrate with SCM and asset management systems Priority often used in agile projects Release tag often used in the backlog in agile projects Sub project path sub project path shown in a separate column as opposed to before item name Custom columns types Text plain single text line Multiline text edited in activity details window in the same way as comments or user stories Hyperlink for external links Drop list for categories or other like asset type or sign off Number 1 2 3 will be summarized by top level items Number with decimals 1 0 2 0 will be summarized by top level items Date 2008 05 16 select any date Keep this column in view The Keep this column in view option is available for the Item Activity name default column The Item name column can be found when
180. neer Lisa Assigned 2012 09 13 15 16 Engineer Lisa New Attachfiles Organize The attachments section Attaching a file Organize From your local harddrive and adding them to Hansoft Locate them among existing documents inside Hansoft The Attach files dropdown menu The easiest way to attach a file is to drag and drop it into the attachments section Attachments can also be made by using the Attach files dropdown menu which contains an option for attaching documents from within Hansoft When attaching a file a dialog will appear prompting for additional information about the file attached Options Include sub folders and files Rename if file already exists F Attach files under sub folders instead of just adding them List of files to add Name Size Path on your compute G screenshot 20121003 png 70KB QA Screenshots Comments on adding these files Screenshot of the firewall settings OK Cancel The Attach file dialog Supported image file formats can be automatically previewed in the main view by clicking them Double clicking an attachment will open it in the application associated with the file format t PEN l i or p Reply p B wv 2012 09 13 13 17 p p C crashlog tet Manager Chris Edit amp mj screenshot 20121003 png I attached some more Auto preview can be turned off in My personal options Detailed bug history In order to anal
181. nk Cut Paste text as items Return to product backlog Qutdent Indent Go ta item in board view Go to item in priority view Goto in product backlog Delegate to Visible to Link to tasks items or bugs Ctrl C Ctrl X Ctrl V Del Shift Tab Tab Ctrl Shitt C Ctrl Shift V Ctrl G Ctrl Shift G6 Ctrl Shitt 6 aE 8 ds e Flag as user story Set hyperlink View selected only View change history an Ctrl Shift U Ctrl Shift H Ctrl Shift Ctrl Shift I hdom downtime mpile faster e and edit email accounts Il my emails pplication so no other use search for emails easily 24 2010 05 18 Now go to the QA view right click and select Link to selected Not assigned Not assigned Not assigned Not assigned Example Proj Manager Not assigned Description Assigned to Status Firewall ig pets dies inen min En EFL Sub screen Link to selected Ctrl Shift B Example Proj Manag e Assigned V525 Link to tasks items or bugs Copy Ctrl c Copy as hyperlink Cut Ctri x Paste text as bugs Ctrl V In this or any other project select tasks items or bugs that you want to link to the 1 activity you have just chosen Right click on them and choose Link to selected Delete Del Tag to release CC new comments to Set hyperlink Ctrl Shift H Set status override workflow View change history an Ctrl Shift I A
182. obal and affects all members even Main project managers and all views Bugs reported by me All bugs and the To do list The only thing that can override a rule is a transition that lets you edit certain fields on the previous bug status and reassigning in the To do list set on a bug status Note Only Main project managers can change detailed access and restriction rules Rule type Give access to Go Detailed access and restriction rules This rule will affect these users and groups Designers Create rules that give or restrict access to columns deletion ca Rules are applied globally for this project and affects both Que Columns and other parts of Hansoft affected by this rule Edit rule Delete rule Data part of Hansoft Adding removing editing documents Rule description arb uicina Customising extra columns Customising workflow Deleting bugs E mail settings Editing comments Editing data in column Assigned to not To do list Editing data in column Description Editing data in column Severity Editing data in column Status Editing detailed description Editing steps to reproduce Exparting data XML XLS etc Importing data XML Overriding workflow Report editing other peoples Drop list column item that will hide bugs from users Select a custom drop list item Creating an access and restriction rule Auto generated E mails in QA You can have specific E mail settings for QA along
183. ocity Day 3 11 50 3 25 m 13 l 6 Sprint prediction Day 6 Predicted work remaining 2147 Predicted velocity 12 83 Predicted end date 2013 10 26 Velocity Day 0 1 22 2 11 3 velocity day 1 x day nr velocity day 2 x day nr velocity day 3 x day nr day nr day nr day nr The equation would then look something like this when we add values 0x 1 22 x2 11 x3 1 2 3 12 83 Fundamentals Hansoft has full support for Quality Assurance QA QA in Hansoft is integrated with the project side allow ing co workers to see schedule amp agile tasks and bugs alongside one another in their To do list Hansoft offers extensive functionality to customize workflow add extra columns etc This is covered in later sections of this help manual QA is handled under the Quality assurance tab Planning Quality assurance Product backlog Al b ugs in th is Dr oj ect Find by keywords X Report new bug X Delete Undo Redo w Show More ID Description Assigned to 1T 1 Firewall is not handling incoming traffic W Engineer Lisa ATF 2 Sub screen is not working correctly Tester Jeff ATF 3 E mail not visible in quick view Engineer Lisa New bugs reported by me T 5 My first bug Not assigned Reporting and editing bugs M Create and share Reports i Assigned nd Re open i Assigned ig New To report a bug in Hansoft click on Report new bug or press Ctrl N Cmd N ID D
184. omplete a scheduled task 3 Make yourself a main project manager by click on the Is a main manager checkbox in the bottom win dow Ea Member name Is a main manager Limited visibility Can access project history e Example Proj Manager Yes No Yes 4 Go to the project you created Press More on the main toolbar Export and Import gt Import Microsoft Project XML Break down Delete Undo Redo Show More Assigned to Status Worl Ghost user mode Project history Export ALL items as Hansoft XML Ctrl E Export and import Export ALL items as spreadsheet xlsx Reports and trends Export ALL items view as tab separated text I Manage user view presets 9 Pipelines Kanbans and Workflows Export SELECTED items as Hansoft XML Ctrl Shift E 1 Customize projet Export SELECTED items as spreadsheet xlsx Export SELECTED items as tab separated text Lh Print amp Zoom view In Import Hansoft XML Ctrl TJ 1 Zoom view Out Import Microsoft Project XML C Zoom view 100 Switch to Gantt scheduling interface T a My personal options Q Find Ctrl Shift W Ctrl P Ctrl Ctrl Ctrl Ctrl W Ctrl O 5 Open the XML file you Saved As not exported from Microsoft Project 2003 Tasks and users will now be created Paste as tasks items bugs from Windows clip board 1 In Microsoft Excel for example write text within a couple of cells this can be utilized within any pro gram th
185. ondition Overdue Severity Start Hours Days Time Boolean Boolean Boolean Boolean Boolean Boolean Boolean Boolean Boolean Boolean Boolean Text Number Item Item Text Item status Item type Time Time Item Item Item Resource Item Resource Workflow pipeline and status Boolean Points Item Priority Project Risk Boolean Boolean Boolean Severity Time Steps to reproduce Text Sub items Item Sub project path Text Successor Item User story Text Work priority Number Work remaining Hours Text type The following operators can be used on text Description Operator Synonyms Contains Contains case sensitive Not contains l Not contains case sensitive Il Starts with gt Starts with case sensitive gt Ends with lt Ends with case sensitive lt Equals to Equals to case sensitive Not equals to I Not equals to case sensitive I Greater than gt Greater than case sensitive gt gt Less than lt Less than case sensitive lt lt Greater than equal gt Greater than equal case sens gt gt itive Less than equal lt Less than equal case sensitive lt lt Example Description Code returns all items that have a description that exactly matches Code Explicitly typing Text keyword to type Example Resources Text john returns all items with a resources column containing the text john Number types The following operators can be used on a number Des
186. orkflow ID Description Assigned to Status 2 i Severity T 1 Firewall is not handling incoming traffic il Engineer Lisa hi 7 Sub screen is not working correctly Tester Jetf ATF 3 E mail not visible in quick view Engineer Lisa ael E Re open JI Find by key View workflow Main project managers can also override the bug workflow by right clicking on a set of bugs and selecting Set bug status override workflow m I Copy Ctrl C ES Copy as hyperlink d Cut Ctrl X Paste screenshot as attachment Ctrl V Delete Del Tag to release t CC new comments to em Set hyperlink Ctrl Shift H Set status override workflow k m View change history on Ctrl Shift I ia D View time reported on 1t sk d ef Verified Assigned Closed New Re open Resolved Customising bug workflow Changing the bug workflow To customize the workflow in Hansoft you either have to be a Main project manager or you need to have the project profile setting Can edit all bugs under Administration You customize the bug workflow by creating new bug statuses and transitions limiting those who can go from one bug status to another and then connecting them with arrows Changing the bug workflow will have an instant effect on the project The number of combinations and types of workflows you can create is not limited in any way Much functionality in the bug workflow and in Hansoft QA in general is embedded in the
187. ot done Selected 3 of 29 items Batch edit Name altel rj Attach files Organize The view with the items in both the sprint backlog and the product backlog O Sprint backlog items E Submitted impediments Build system too slow Mot assigned Notdone Not set E Submitted impediments Distributed compile servers have random downtime ii Not assigned Blocked 2 E Submitted impediments Need more computer memory to compile faster Mot assigned Not done Email accounts As an application user I want to create delete and edit email accounts Not assigned a Completed Oh Pre se i4 Pre O Backlogitem ics Break down X Delete Undo Redo w Show More Q Find d i Item name i Status E g to sprint Email application C Blocked People Allg Burndown d Sprint backed Submitted impediments i Delegated to Example Proj Manager and Example Team User Blocked amp Build system too slow Email application Not done Distributed compile servers have random downtime amp Email application MH Blocked Need more computer memory to compile faster Email application Mot done Selected 3 of 29 items Batch edit Name Sprint Email application F Linked to Attach files Organize More important functions Showing and hiding items A useful tool in Hansoft is the Show and Hide option
188. ou can use workflows for testing completed tasks and user stories without delegating parts of the project or backlog This is useful when you want a group of testers to test user stories in the backlog without being able to change any property of the user story itself These users can change workflow status on items without being delegated a E Available Can change workflow status Designer Eric 1 Engineers im Designer Kim W Engineer Lisa Besos e 22222 Manager Chris Setting access rights on workflow status Example workflows To quick start the use of workflow you do always have access to built in examples under the More menu when editing a workflow Both the Art Sign Off and User Story Testing workflows are important examples on how to use Hansoft workflows in review processes involving multiple co workers gt More Example workflows il Example Asset Art Sign Off Edit workflow access rights Example Asset JIRA default workflow t Exportthis view as XML Import to this view from XML Burndown prediction The burndown prediction in Hansoft is calculated using a weighted average This manual page will explain which calculations Hansoft preform to determine the Predicted velocity in a burndown chart You can customize prediction settings in the Customize project dialog Delete Undo Redo w Show More 2013 09 23 W39 2013 09 30 Ghost use
189. owing Points burndown Also showing estimated days burndown Created changed or deleted work Work remaining for individual users Selected 1 of 1 uu Work remaining for user groups Sprint Compare to sprint Work remaining on selected items Alam a Enabling this option will render an ideal burndown line on the burndown chart For an example see the image below 1l 33 D S _ Sprint 1 2013 10 14 2013 10 27 LL iL Total me JI8 52 of 776 Work L aining burndown 309 265 221 177 132 8B You can customize the ideal burndown line by going to Ideal burndown line Set custom start day and value More data Se bbs d Show ideal burndown line Also showing Points burndown Set custom start day and value Also showing estimated days burndown Asa Fl 7 5 Created changed or deleted work i Work remaining for individual users Work remaining for user groups Compare to sprint Work remaining on selected items L Set start value to 1 Calculated start value is 280 Start at day 1 Calculated line starts at day 1 Note that this option is also available for the release burndown chart Release burndown chart Release burndown charts also play a central part in agile projects The signature shows the overall pro gress for a project or a delivery Showing the release burndown chart In order to show burndown charts on releases milestones you must assign a sprint ite
190. part and add a bit of personal flair users can be associated with an avatar to be displayed in chats and news feed entries This can be done either by the administrator or if given per mission by the users themselves Setting an avatar is done from the Options menu in the left hand navigation pane 4 Options o Help Ww My personal Options Exit Kq Change my Avatar Change my Password The Options menu Current Avatar Delete this Avatar Edit Avatar Upload a picture The Avatar dialog Clicking Upload a picture will prompt the user for an image file from their local harddrive It can be any size and in any of the formats PNG BMP JPG and GIF Confirm Changes 2 Cancel The cropping tool Once uploaded the image can be cropped Avatar images have a 1 1 aspect ratio This cropping is non destructive so the user can go back and choose a more suitable one even after the Avatar image has been saved Delete this Avatar Edit Avatar Cancel The Avatar dialog after a successfully uploaded picture After saving the Avatar it will be used in various places such as chat windows user assignment dialogs and in News feed entries w Manager Chris fh x ah Manager Chris Hey nice work on the new login interface The Avatar in use Import Microsoft Project data 1 Open Microsoft Project 20030 or later and the project file S
191. plication Version 1 0 2010 04 26 2010 05 20 I Copy Ctrl C ES Copy as hyperlink g Cut Ctrl X Paste text as items Ctrl V Insert sub project Ctrl U Delete Del Qutdent 5hift Tab Indent Tab Collapse all Ctrl Left Allow sprint members to insert delete or edit items Allocate users to sprint Find bugs committed to this sprint Ctrl Shift O Delegate to Ctrl Shift G Visible to Tag to release H Set hyperlink Ctrl Shitt H Archive View selected only Ctrl 5Shift 5 View on timeline Ctrl 5 View change history on Ctrl Shift l From the perspective of a team member the result will now be that he she cannot do anything because the flag Allow sprint members to insert delete or change items is now unchecked E x Email application Prototype 2010 10 25 2010 11 05 People All project members Burndown chart El Backlog items 4 Email accounts As an application user I want to create delete and edit email accounts 4 Email functions As an application user I can create new emails ill E Presenting emails As an application user I can see a list of all my emails MEN u 45 an application In User I can see incoming emails in a Folder a 4 4s an application user I can see draft emails in a Folder W 4 Interface design 4s an application user I want the application to be easy bo use and intuitive 4 Presenting emails As an application user I can expand the email content in a resizable Floating winda 4
192. pro jects and how each team member fits in within the project schedule sprints and backlogs Delegation If you delegate a sub project a task item or backlog item to a user or a group of users they have the ability to create delete and change everything below the sub project Tasks can be broken down added and removed A main project manager can in this way keep the control over the whole project by letting sub project managers take control over some parts In larger projects this is often necessary to make the pro ject and its organization effective Delegating is done by right clicking on an item or sub project and select ing Delegate to 376h 14 4 Project root Milestones Visible to Publisher B76h 14 4 NextGen Game Production Plan Internal milestones amp Visible to Publisher 14 5 Art animation and audi D El 0 0 Core engine development New templates in base library Localization features 4 New inteface button Sound Crash m 576h Scripting x Delegated to Lead Game Scripter Sprint 7 2010 11 03 2010 11 16 Rp P El Game Code Delegated to Lead Game Programmer J Sprint 7 2010 11 03 2010 11 16 Delegating a part of a scheduling project Sh Project root Milestones El Bh Sprints amp Delegated to Scrum team 1 A amp 4 Email application Prototype 2010 03 29 2010 04 23 People All project members Burndown chart Sprint backlog items
193. project ae Add remove users to project u5 uG Print Ctrl F ds ui Zoom view In Ctrl us Zoom view Out Ctrl ug Q Zoom view 100 Ctrl 0 Switch to Gantt scheduling interface Ctrl W i Not done lc Mot done Nat set eeememamm los Not done 4 Product backle Detailed task item history In order to analyze the actual workflow on a task item you want to see the detailed change history Everything that happens to a task item or a bug is stored on the Hansoft server and then retrieved on demand Right click and select View change history on or press Ctrl Shift Cmd Shift I 3 p oO A detailed history will be presented Copy Copy as hyperlink Cut Paste text as items Delete Outdent Indent Expand all Go to item in board view Go to item in priority view Delegate to Visible to Flag as user story Set hyperlink Archive View selected only Ctrl C Ctrl X Ctrl V Del Shitt Tab Tab Ctrl Right Ctrl Shitt C Ctrl Shitt V Ctrl Shift G Ctrl Shift LU Ctrl 5hift H Ctrl Shift 5 um esues View change history an Ctrl Shift I amp 5 Change history on item EES Change history on item Reported problems y Time By user Change originates from Type of change Changed to 2012 10 17 11 42 57 Example Proj Manage Client Delegated to All project members 2012 10 17 11 4236 Example Proj
194. project server The project can have several project managers each with his her own project plan If you want to co ordin ate between several project managers in the same project Hansoft recommends the Portfolio allocations tool This is covered in the Portfolio allocations section of this help manual Inserting and deleting activities This section covers how to insert and delete activities Activities are objects inserted in the timeline view such as tasks and releases Planning Quality assurance Product backlog Gantt Schedule O Scheduled task Release X Delete Undo Redo Show Wore The toolbar for working in Scheduled mode Tip When you are finished inserting tasks and releases proceed to set the name start finish and duration Inserting a task Inserting a task is done by clicking the Scheduled task button on the main timeline toolbar or by press ing Ctrl N Cmd N The task will be inserted after the currently selected item Inserting a release You insert a release also referred to as a release by clicking the Release button on the toolbar or by pressing Ctrl M Cmd M The release will be inserted after the currently selected item Deleting an item Deleting items can be done either by clicking the Delete button by pressing the Delete key or by right clicking the intended item and selectind Delete Setting basic activity properties Changing Task properties The activity list allows for ba
195. ptions F Cannot set Not assigned when assigning to someone in this status F Allow reassigning in To do list overrides rules Including original creator reporter F Hide in To do list use in end of workflow for clean up Cancel OK Workflow status settings dialog On a workflow status you have these options Basics Selecting a status name and icon Select which data a user must fill in before leaving this status for example a comment must be written When reaching this status Setting work remaining to X hours Useful for quality iterations alpha beta or gold quality where each stage resets work remaining Assigning to users group For example auto assigning to user group QA Testers when reaching a testing Stage in the workflow Sending E mail notifications to users groups For example sending a mail when reaching status Testing completed to managers Settings item status affecting both agile and scheduling items to not done or completed Useful in a Test ing failed status when the item is reassigned to the user who was assigned to do the task in the first case before testing begun Additional options Go to this workflow status when the item is assigned to someone Cannot set Not assigned when selecting a user in this status Useful when users want to reassign the item to someone else They should not be able remove all users from the item Let assigned users reassign the item to someone else in th
196. r agile project by constructing a main product backlog We have cre ated backlog items for example requirements enhancements bugs etc and later prioritized them in items sorted Some of the items have been committed to a sprint cn T Hierarchy D feckieg fem E Break Gown X Delete rrail application Ej Emal accounts Email functioen ALanapplicalsen urere can reply 15 erly A an pplraben uim Ch CEE SUR aes T RSG and outgoing E O Presenting emails E d Asan application usex can see a Bst of all my emails Alan depeche oper l gan dee dralf empl i a Tar at GA applies uses can epee the email canbent im Peele oing wir E Emad attachevents amp r an applicatezn user 1 can Miach smy kind of file bo 3 newty created email E Contacta amp mianaesbrabenmeuier zcan eee OSE and PSE gmail Cone EP Security Selected 1 o3 23 Ams Backlog em Mame Ad an application use lean see incoming Status Completed pim Email application F Poss 1 imal application Email application Lindl applieabon Bice ied aF Cempirted Email application a Oe ompieted Eais W done ESocrd Hot dene P Hot done Lomphebed Mor done Qu lampglird Email appibcalim Com s Completed ef Completed Merta w Campieted ompgeed Hot dene ng nnns 45 points 3 paini 12 points 5 peine E pols amp poinds 1 pairs 5 peint 1 peru 10 points 5 point 5 pois 5 peint 3 pami
197. r mode 2013 10 21 Project history Export and import 2013 1 Reports and trends I Manage user view presets 12 of 1 9S Pipelines Kanbans and Workflows Ctrl Shift W T Customize praject a Customize project integration settings Print Ctrl P Zoom view In Ctri Zoom view Out Ctri Zoom view 10056 Ctrl 0 Switch to Gantt scheduling interface Ctrl W My personal aptions Ciri O This example will use a sprint prediction of 3 days weighted average Columns Calendar Agile general E mail notifications Sprint prediction 3 days weighted average Agile and Scheduling Length in days when creating a sprint BER Ela Sets More 5 days weighted average User stories days weighted average 10 days weighted average 14 days weighted average Mid have no members ited it should be flagged as a user story Weekends and holidays Wal 2013 10 14 W42 2013 10 21 W43 2013 10 28 Wad 201 2013 10 15 2013 10 21 Total Work remaining burndown 2 0 17 14 11 8 d y Sprint prediction Day T Predicted work remaining 3 Predicted velocity 4 Predicted end date 2013 10 22 The first thing to be aware of is that Hansoft ignores Free days such as holidays and weekends when pre dicting velocity Weekends are easy to identify by their darker shade of gray in the timeline The calculation Work remaining M 88 Velocity Day 1 0 Velocity Day 2 22 hi 63 ED Vel
198. r of upper case characters in passwords O Minimum number of lower case characters in passwords 0 Minimum number of numeric characters in passwords O Minimum number of symbol characters in passwords O Days after which passwords expire Q Humber of passwords to save in history 0 User with administration rights Can change security policy Editing the password security policy Certain security policies can also be set on a per user basis Information User groups Name E mail Password Confirm Password Security User must change password next logon P Password never expires F User cannot change password Avatar User can change their avatar Editing a user If a user can change the password this can be achieved under his her To Do list 4 Options Q Help M My personal Options elp gt Exit Change my Avatar amp i Change my Password The Options menu in the Hansoft navigation pane E mail configuration Hansoft can be configured to send an e mail when a user s schedule is updated before a release or when a task comment has been posted or edited Project managers may for example get an e mail when a task is completed E mail Connect Hansoft Praject Server to your company s e mail server Configure e mail View e mail status The Configure e mail button Configuring an e mail server connection Connect Hansoft Project Server with your company s e mail s
199. ract Executed Exploration area exterior pt Low LOD SEMEN L1 Contract Executed Change start Level 18 4f E 7 Prototype Prod 2 Star 2010 09 11 Textures NPC and mission area start zone f Milestone a 5 Textures Exploration area exterior pti 9 Mission bulking WEE ute is a Saturday in September A 1 Contrat Executed NPC and mission area start End 2010 08 24 imager Milestone 1 Contract Executed Exploration area exte Date js a Tu esday in September Milestone 1 Contract Executed Exploration area Duration 1 week and 2 days r Milestone 1 Contract Executed 2011 Q4 2012 Q1 2012 Q2 Milest Milestone 7 Prototype on P53 Architecture M M lextures Mg 2 Final miladBtone schedule Milestone 2 H nal milestone schedule Moving an activity You can move an activity both tasks and releases can be moved by moving the mouse to the middle of the task or activity and pressing the left mouse button 2010 01 2010 Q 2010 Q3 2010 O4 2011 01 2011 Q2 2011 Q3 2011 O4 2012 01 2012 Q2 Milest Milestone 7 Prototype on P53 Internal milestones ag f _ ee Art animation and audio EE Architecture eee eee Level design aM NPC and mission area start zone Low LOD Ghost user Milestone 1 Contract Executed
200. ration section Users Projects Shares 4 Create SDK user Hi Create new user e Delete users 2 Edit user EH Change Avatar More E Name User groaup s E mail Status Share information ra Administrator a Designer Eric ra Engineer Lisa ra Manager Chris ra Producer Anna T Tester Jeff Member of Projects TON Online Home user in this database Edit user Offline Home user in this database Offline Home userinthis database lanager chrisiexampl Change Avatar Memb f Us TEN Home user in this database Scilla adco Home user in this database Home user in this database Adding a user to a project from the Users tab Users Projects Shares 55 Create new project 25 Delete project at Edit project 1 Add remove users to project Project name Number of members Main manager s E E mail application 3 members Manager Chris Adding a user to a project from the Projects tab Adding users can be done either by right clicking a user in the Users tab or by clicking the Add remove users to project button in the Projects tab This will show the user allocation dialog Double clicking a name will move it from available to allocated or vice versa Add remove users to project E mail application Available users Administrator Producer Anna Tester Jeff The user allocation dialog E mail application Designer Eric m Engineer Lisa 1E Manager Chris
201. ration to the release The sprint must start before the release is due The start date of the burndown is when the first of all assigned sprints start and the end of the burndown is when the release is due The burndown chart Depending on if you use points and or ideal days different boards will be visible like Points below in the burndown chart in the list view Click each board to switch the burndown chart in the timeline view between work remaining ideal days or points El Milestones Milestones Release 1 4 Hide burndown Release1 Points burndown S6 74 61 69 hours work remaining 8 of 18 points done 49 oF 2 12 C Release 2 Release 3 59h Sprints Sprints aM Items in the backlog that are not committed to a sprint but assigned to a release are also included in the burndown numbers O Milestones lt gt Release 1 4 Hide burndown Not done 8 hours work remaining 10 of 25 points done Go Product backlog for Small Agile Project Hierarchy O Backlog item 5s Break down X Delete Undo Redo w Show More lt gt Relei a Release Item name Points a gt Rele tag 9h Spri El Email functions 12 points 4 As an application user can create new emails 7 points Release 1 As an application user can reply to emails 5 points E As an application user can create automatic rules for incoming and outgoing email 0 points Fr Presentina emails 8 points Involving team members Involving tea
202. re work requirements bugs enhancements fea ture requests or even scheduled tasks The work in the backlog is not yet committed to a sprint and is there fore not considered to currently be worked on The act of dragging an item from the backlog to a sprint constitutes a commit at which time it is assigned to a user Items committed to a sprint have a Backlog icon 4 before the item name with the committed sprint shown in the Committed to sprint column There are three ways of working with items in the backlog In a hierarchy on a board or prioritized Each of these views represents the same information and items Tip The backlog can be configured to use custom columns that cover a large spectrum of agile needs Please see the customize columns page for more information Backlog items in a hierarchy Items in the project backlog are commonly arranged in a hierarchy that reflects the overarching model of the project This model is usually determined by how the team and the product is structured Com plementing this parts of the backlog can be delegated to users or user groups This is indicated by the Delegated to label next to a subproject label Tip In addition to the default columns custom columns can be added that cover a large spectrum of agile needs Please see the customize columns page for more information Hierarchy O Backlogitem ie Break down X Delete Undo Redo w Show More Q Find E I Kanban or Wo
203. reak down X Delete Undo Redo Show More dL Assigne Show Individual allocation Sh Project root Show Last comment in list El 9h Sprints Show User stories in list EE T R e m Show Assigned to me only EJ C5 Email application Prototype 2010 03 29 2010 04 23 Show Editable by me only People All project members Burndown chart Show Archived items C Sprint backlog items v Show Completed items 4 Email accounts As an application user I want to create delete and edit em Example team Us Compretec UTi Show items that you have permission to edit either by delegation or sprint membership Agile Schedule Sprint backlog item Break down X Delete Undo Redo Show More eee Assigne Show Individual allocation Sh Project root Show Last comment in list LE 9h Sprints Show User stories in list Show Assigned to me only v Show Editable by me only C Email application Prototype 2010 03 29 2010 04 23 People All project members Burndown chart El Sprint backlog items Show Archived items v Show Completed items Email accounts As an application user I want to create delete and edit em Not assignen uv Lomp Email functions As an application user I can create new emails Mot assigned amp Mot done 5h Presenting emails As an application user I can see a list of all my emails Completed Security As an application user I can password protect
204. rform user leveling for one or more users it is recommended that you use Show gt Show individual allocation and then select a user Open Find and write the name of the user In this way you will get a clear view of the user when working with user leveling Planning Quality assurance Feature list Gantt Schedule CJ Scheduled task Release X Delete Undo Redo w Show w More Q Close find amp Q a 2013 June 2013 July 201 Activity name Find Close EE New interface button New interface button m9 Example Team Use New templates in base libr New templates in base library E ean Localization features Localization features E Example hi T in Find by keywords Example Team User By these conditions Select conditions Tagged to release Select releases Pipeline Kanban or Workflow 4 Select Using the product backlog in scheduling projects From Hansoft 5 3 and onwards you commit items from the product backlog to a schedule This is very use ful because features can be listed categorized and analyzed in the product backlog and then planned out in the project view Read more about the functionality of the product backlog here Click on Product backlog on the navigation bar You can also press Ctrl B or Cmd B on OSX Planning Quality assurance Product backlog Agile Schedule O Sprint backlog item Q down Opens Product backlog Ctrl B 69h Project
205. rint indicated by the blue line in the sprint backlog F Rushmore sprint 20120 Not done People All project members Burndown chart El Sprint backlog items Levels Racing Rushmore Ridge Te Level Mountain Characters Objects 4 Not done Product backlog for Kanban Project Hierarchy O Backlog item cs Break down amp Delete Undo Redo Show Mare Pipeline 7 Item name Kanban or Workiow Points Status A Levels 0 points Mot done 4 Racing Rushmore Ridge te Level Mountain Characters Objects points Mot done Ye Olde Yeti Yeller EN 0 of 7 tasks done O points Mot done a Epic Everest Elimination te Level 0 points Not done Committing items from the backlog to the sprint using the board view Items can also be committed using the context menu Hierarchy O Backlog item cs Break down amp Delete Unda Redo w Show More Product Release Item name Status e backlog priority tag Email application Blocked E Blocked Submitted impedimen cat comer ae os Copy Ctrl C m tj ES Copyas hyperlink d Cut Ctrl X rs Paste text as items Ctrl V Commit to sprint d Sprint Email application Prototype 2010 03 29 2010 04 23 Delete Del Sprint Email application Version 1 0 2010 04 26 2010 05 20 s Qutdent Shift Tab Committing an item to a sprint using the context menu Furthermore the pre created column Committed to sprint can be enabled and used to quickly assign items
206. rkflow As a user I can see my e mail Not done 2 El 4 Presenting mail amp Not done Incoming mail Mot done te Visual feature p VVireframe 0 of 3 tasks done Draft mail O 4 Mot done te Visual feature Implementation 2 of 3 tasks done 4 Sent mail O Not done te Visual feature gt Wireframe 0 of 3 tasks done d AsauserIcan write e mail Delegated to Team Blue Not done El 4 Composing mail amp Not done Format text amp Mot done te Visual feature k UI design 1 of 5 tasks done Paste images 4 Not done Te Visual feature p VVireframe 0 of 3 tasks done 4 t Selected 0 of 9 items Selected 0 of 0 total 3 of 15 tasks done Backlog items on a wall The main goal of this view is to analyze create and work with items in alternative ways by arranging them on a virtual wall This view is designed to simulate the large physical boards often used in agile projects The wall can be set to different modes based on either custom groups or columns that represent the same information in a variety of different ways Board O Backlog item s amp Break down X Delete Undo Redo w More Custom groups Pase se E Release 1 2010 05 18 Group by column Release tag Group by column Committed to sprint Group by column Status Group by column Product backlog priority Group by column Risk There are commands and keyboard shortcuts that are specific to the wall
207. rted by clicking a Name link in any other area of Hansoft Chat rooms F Do not disturb Find people Groups Hansoft Developers Hansoft Programmers Hansoft Employees nm jira users jira developers Online Hans Andersson Erik Olofsson Kristofer Dahl SCRUM Michael Wynne Fredrik Kennedy Glenn Stiemens e e e eo 6 6 Mathias Anderssen Volkan Akol Offline The chat roomslist Open and minimized chat rooms w Julia Artist John Producer Hey let me know when you re back Anna Manager An open and a minimized chat room Chat rooms can be open or minimized Minimized chat rooms will have the Unread counter visible whenever there are unread messages while open chat rooms will not All chat rooms will if the option is enabled in Personal Options play a sound to indicate an incoming message Click the Minimize icon amp of an open chat window to minimize it Click the Open icon amp to open it Presence indicators In the Chat rooms list the users and groups have icons indicating their current presence The presence is determined by user activity moving the mouse whether the user is connected to Hansoft and whether the user has enabled Do not disturb User presence icons User is connected to Hansoft and is active User is connected but has not moved the mouse in the last 5 minutes User connected but has enabled Do not disturb User is currently not
208. s ihaw w Mon Activity rame Start Finish Doni Nd September 2012 O tober 212 Hovember TT 2 EL Malt LES LF 201 l tL MSI3 4 E Chaeacbes meaheiles 3 2012 10 15 iil Past be aly Loa Chachi 1 o Char Character OT plaper ehe 2312 30 15 Ii 3 10 29 Sa CR Chaeaeber 07 player char Char Zara rr cu PPPE U Err ooh f a De t 2d L har Larcker D he Char Changer Q9 2012 10 29 201 2 11 02 5d Chan Charsiter 09 s E Chaegctes miia 4 2012 11 05 2012 11 23 Loa Charpche modri 4 A Char Character 10 Chrabeiren 12 31 05 i 7 11 ET Char Oharsdiit 1o Chabert dp le Lhar Character 11 2184 11 14 Zl 4 L1 b5 hd Lhar CFu rsi er 11 a Char haeie 14 2012 11 19 201 2 13 23 5d Char Chanter 12 El Chaeacbes Mhita 5 2 2017 12 14 L5 Character madeliler 5 4 Char Character 13 Msenter 212 11 24 2i 3 11 20 ta Char Character 12 Mangber E Char rasch rr 14 21842 24 SUL gba 5d Char Characber L4 oe Char Charade 15 2012 12 10 201 2 1 2E 5d Char Chater 15 4 tl Chaegcbes bitia i 23 12 17 POLE Lhi Character maiciier Char Character 16 232 32 17 Bit 12 12 21 ET Char Chabe 16 E Char Character 17 2032 12 34 mailia dd Gar Chausete 17 4 ce Char harade 18 Pil Par Poe 2013411 424 5d Char Chamber LE 5 E Obani maodesder L 202 1018 2012 11 14 3d Object Se Loc Obi hionad 2012 10 18 31208 M 5d Obr Monster E DG Febery abd Deo Pot ed Cae f 5d Cie kr Obf Heath kit 2032 1140 201 2 11427 5d Obj Meath
209. s Organizing e mail te Incoming mail t Draft mail 2 Sent mail Leaving items without updating them will result in a Deleted pipeline text hyperlink where you can choose to delete pipeline again and update items El 4 Suggest corrections i UI design Meu Implementation Format text 4 Paste images C 4 Document Not done te Visual feature Deleted pipeline gt Wireframe ress kk Wireframe 0 days 3 hoursle amp Not done Mot done amp Not done Notdone Fs Motdone Notdone 2 Visual feature Visual feature Deleted pipeline Wireframe Visual feature Deleted pipeline Wireframe V Deleted pipeline Vireframe Pipelines in the product backlog While in a sprint items with a pipeline will appear with all the steps visible as individual rows ba Mountain sprint People All project members Burndown chart El Sprint backlog items Mountains Mt Rushmore te Mountain kk Model geometry e a Reference material review Bs Model geometry Pi Texture terrain 4 Mountains Yeti Mountain ts Mountain kk Texture terrain oe f Reference material review Pus a Model geometry dus F Texture terrain 4 Mountains Mt Everest te Mountain kk Reference material review Ms HF Reference material review e Model geometry mus Texture terrain El Jumps Small jump ts Mountain object k Texturing ae a Model m b p Texturing Hi Game variables Pipeline tasks in a
210. s VchnSmith AppData Local gt Search Local do Favorites Name l Date modified Type Size ES Desktop n IBO0G3EA154 6A B A3F9 SFA8 DOB9109E99 2013 07 26 10 57 File folder di Downloads di DAAF2BCF BFAA 4C60 8850 8DF1F0652 2013 08 06 13 43 File folder Recent places n Apps 2013 08 15 13 47 File folder di Diagnostics 2013 08 14 10 23 File folder 1 3 Libraries di gegl 0 2 2013 08 05 09 50 File folder 2 Documents Google 2013 07 3113 45 File folder a Music di gtk 2 0 2013 09 04 14 21 File folder i Pictures I HPMClient 2013 09 05 09 10 File folder Videos k MadCap Software 2013 08 27 13 41 File folder n Microsoft 2013 08 23 13 43 File folder JE Computer M Microsoft Help 2013 07 26 14 07 File folder Regardless of which Windows version you are using the fastest way to find this folder is to open Run and insert appdata as this will take you directly to the desired destination License upgrade Once you have logged in itis possible to upgrade your license to accommodate more users The license upgrade is delivered via e mail if the server is not connected to the Hansoft license server If you are connected to the Hansoft license server it will automatically upgrade when support hansoft com has been notified and confirmed its activation Administrator Users Projects Shares f To do list OE Crestenewuser G Deteteusers S Edituser FY change Avatar Mare O oe Users at Company Projects Mame 2 User groupis E mail Status
211. s through indenting and outdenting activities This is primarily used when You want to split up the plan into categories users or sub projects You have a large project plan and want to work only with a portion of it You can collapse the part of the project plan you want to hide and work only with visible part Enemy behavior Miki I Copy Ctrl C Es Copy as hyperlink 4 Cut Ctrl x A Paste Ctrl V Delete Del Outdent Shift Tab indent Tab Go to item in board view Ctrl Shitt C Go to item in priority view Ctrl Shift V Delegate to Ctrl Shitt G Go Visible to L Flag as user story Ctrl Shift U em Set hyperlink Ctrl Shift H View selected only Ctrl Shift 5 O View change history on Ctrl Shift l Indenting and outdenting Select the activities you want to indent or outdent in the timeline activity list 1 Select Indent or Outdent from the menu by clicking the right mouse button over a task in the list 2 Press Tab on the keyboard to indent or press Shift Tab on the keyboard to outdent summary activities When you indent an activity the activity above it will become a summary activity The summary activity can be collapsed and expanded just like a regular tree just click the minus and plus signs to the right of sum mary task name The start and end date of the summary activity is decided by the earliest and the latest task under it in the timeline activity list You can connect activities to s
212. scription in list A history of detailed descriptions and steps to reproduce can be found in Detailed bug history from the right click menu on a bug Here you can see the full history of these two Change history on item Firewall is not handling incoming traffic T Time By user Change originates from Type of change Changed to 2012 09 13 13 16 26 Engineer Lisa Client Status Assigned 2012 09 13 13 16 26 Engineer Lisa Client First assigned user Engineer Lisa 10056 2012 09 13 13 16 14 Engineer Lisa Client Description Firewall is not handling incoming traffic 2012 09 13 13 16 08 Engineer Lisa Client Status New 2012 09 13 13 16 08 Engineer Lisa Client This item was created In project E mail application QA Show detailed change history advanced Screenshot tool The screenshot tool in Hansoft is there to make it easy to capture screenshots and attach them to a bug Go to the More menu and select Screenshot tool or press Ctrl Shift M Cmd Shift M W Maore Export and import Reports and trends Screenshot tool Ctrl Shift hM Manage user view presets Detailed access and restriction rules Customise bug workflow Ctrl Shift W Customise project quality assurance Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 10056 Ctrl o PPPD BSeHE My personal options Ctrl 0 Capture a screenshot by pressing Print screen on your keyboard or by copying a pi
213. select a trend 100 90 80 70 60 J0 40 30 Selecting time period Time period Last month Last week Last 2 weeks Last 3 weeks Last month Last 2 months Last 3 months Last 4 months Last 5 months Last year Last 2 years Last 3 years b al Prediction One month Copy trend to clipboard oelecting a prediction mode will assist in projecting the historical data into the future Data Not selected Type Mot selected Please select a trend 100 20 20 70 60 oO 40 30 20 Resulting in a trend with prediction Time period Last month b ad Prediction One month 1 week into the future 2 weeks into the future 3 weeks into the future 1 month into the future 2 months into the future 3 months into the future 4 months into the future 5 months into the future 1 year into the future 2 years into the future 3 years into the future Weighted average time Copy trend to clipboard Trends global per project per user group and individual users Kanban Project All users in project 7 Type Severity Time period Last month Prediction One month x Type Severity trend for All users in project ac m Severity A 66 90 Welacity this day 0 4 Severity B 80 145 tom Velocity this day 1 3 70 Po ae TUER IN severity C IMEEM L mE 159 60 ups Walacity this day 1 9 m Severity D oO hal 18 Welacity this day 0 2 40 20 10 3
214. sic manipulation of task name start and finish dates duration and the users allocated to a task E Character Modeller2 2010 05 28 2010 10 04 92d Character Modeller2 emm Char character 4 Enemy 2010 05 28 2010 07 08 30d Example Proj Manager Char character04 Enemy s Example Proj Manage Char character 5 Enemy 2010 07 09 2010 08 18 29d Example Proj Manager Char character 5 Enemy m Example Proj Char characterO6 Enemy 2010 08 19 2010 10 04 33d Example Proj Manager Char character06 Enemy Example E Character Modeller3 2010 01 19 2010 05 27 93d Character Modeller3 Qmm Char characterO Player Char 2010 01 19 2010 03 01 30d Example Team User character07 Player Char E Example Team User Char characterO3 2010 03 02 2010 04 12 30d Example Team User Char dharacter 8 Example Team User Char characterO9 2010 04 13 2010 05 27 33d Example Team User Char character 9 Example Team User E Character Modeller4 2010 05 28 2010 10 01 91d Character Modeller4 Wsmmm XX amp Char character10 Children 4 2010 05 28 2010 07 08 30d Ghost resource Char character10 Children Ebo st resource Note The picture above shows a snapshot from an activity list when using the Fixed duration project method The differences between the two project methods are covered in the Fixed work and fixed dur ation section of this manual Tip Proceed to the Working with the timeline view section of this help manua
215. sions Export all sentences as spreadsheet Export untranslated sentences as spreadsheet Export translated sentences as spreadsheet Changing specific labels To change a label start by locating it in the correct IR file This can be easily done by identifying the desired label s ID In the personal options you can change language to Debug IDs Another way to find label IDs is to export a translation as an excel spreadsheet which lists all of the Hansoft labels and their IDs Appearance Editing Language English United States test language translation francais Canada French Agile and Scheduling H Bx A aE E135 UP Documents Date format Vera euskara bbb Debug Dimensions Chat Colour scheme LEE Del English Ur In views 5 More gt My personal options Planning Quality assurance English 30fG682ee e66 6565 DebuglDs Create new and manage existing translations of Hansoft English United States backup Translation English United States test language translation Translation Deutsch Luxemburg testse Translation managed in another database English United Kingdom test Translation managed in another database English United Kingdom testtest Translation managed in another database English United States LAAA Translation managed in another database English United States QQQ Translation managed in another database English United States asdf Translatio
216. sprint In the product backlog on the other hand pipeline items will appear as single row summaries The backlog is intended to provide a more aggregated view not primarily dealing with individual tasks Mountains Mt Crumpet ts Mountain 4 Mt Rushmore ts Mountain Model geometry 4 Yeti Mountain ts Mountain Texture terrain G Mt Everest ts Mountain Mk Reference material review O Rideable objects El Jumps 4 Small jump te Mountain object P Texturing Pipeline tasks in the backlog By viewing the product backlog through the Priority view which normally sorts items on their Product back log priority items can also be sorted on their pipelines This is a convenient way of tracking how different pipelines are progressing as the items will be sorted first whose pipelines have further progression Item name m backlog priority 4 Jumps Small jump W High priority ipes Long pipe lal Low priority ips Big jump L Medium priority ipes Halfpipe L Medium priority g Mi i5 Yeti Mountain l Very high priority is Mt Rushmore L Medium priority i inis Mt Everest L Medium priority Ol 1s Mt Crumpet lal Very low priority Ch rs Female rider W High priority cters Male rider lg High priority C ers Yeti L Medium priarity Chara Spectator lal Low priority Backlog priority view sorted by pipeline Pipeline Kanban or Workflow Mountain object Mountain object Mountain object Mountain object seer re cen
217. t Special customizable agile columns such as category complexity points confidence estimated ideal days priority release tag risk and user tag Agile views In agile projects you either work directly in the schedule view on a board or in a prioritized view The schedule view offers the full complete schedule for the project with all sprints releases and items while the Board and sprint priority views are specialized planning tools commonly used in agile planning Planning Quality assurance Product backlog Agile Schedule O Sprint backlog item s Sprint Agile Schedule Board Sprint priority No reports created or shared to you The schedule view selector An agile project often starts either by doing sprint planning or by constructing a product backlog from which user stories are committed to sprints Examples A sprint has been added for the prototype phase of an e mail application and items have been committed from the product backlog A burndown chart can also be seen TES P rer Gaskhy ai parers Ppbsi kaii LLL lope Lites p ai O Gee Breas per Ls a Ere cu 5 e er Poner pert opa Bel bye eg hi i D du Lr Email appiicatian Prototype aol Dir hren al rand dts JD heme eamm Pte x L gt Ema npplicatian Version 1 0 xi x TREO zd reo at ee Peer Wha wi WU Edu WI Shee Ww 2004 p Fed tk bo SPR TH oH eth aH ee Tey In this screenshot we have started ou
218. t single choice Y Can be accessed by All project members M Columns E mail notifications You can add extra columns that can be used for additional data on each item Drop list configuration Finding bugs Available columns s m Activated columns is Database ID H 1 Found in version BH wu Hyperlink Lj Severity L V5 0 Last commented on Steps to reproduce Last updated on ds Customise project You can create delete or edit extra columns here Now Found in version will be visible in the project columns You can use the find function to see how many bugs that are e g Found in version 4 1 This can also be used to track statistics over time by using the Hansoft trends function ID Description Assigned to Status Se vw l Firewall is not handling incoming traffic il Engineer Lisa i Assigned V4 2 YT 2 Sub screen is not working correctly Tester Jeff nid Re open E V42 TF 3 E mail not visible in quick view Engineer Lisa i Assigned Id V5 0 Detailed access and restriction rules Hansoft offers extensive functionality in giving and restricting access to bug column data and other parts like deleting bugs importing XML documents or customizing the workflow and more Bugs can be hidden for a specific user or user group when a bug has a certain custom column item selec ted for example custom column Hidden set to drop list item Hidden Yes hides the bugs from user group Outsourcing partner The rules are gl
219. tags Hansoft provides functionality for tagging tasks and items to releases Right click on an activity and select Tag to release selecting a desired release You can also link tasks to the nearest release in terms of time end date of tasks compared to the due date of release and to multiple releases J Flag as user story Ctri Shift U Tag to multiple release s Ctrl Shift P View time reported an Not done Ctrl C Not done Copy as hyperlink amp Not done 376h Blocked Cut Ctrl X Paste Ctrl V 86h Not done Insert sub praject Ctrl U Mot done Delete Del Qutdent 5Shift Tab e Completed Indent Tab Delegate to Ctrl Shift G Visible to Set colour k Tag to release lt gt Tagto nearest release Ctri L E Set hyperlink Ctrl Shift H Remove existing tag s Scheduling actions Select release t3 View selected only Ctrl Shift 5 View on timeline Ctrl 5 View change history on Ctrl Shift l Flexible release tagging Grasping the underlying concepts of release tagging in Hansoft is key when attempting to plan larger pro jects or undertakings The first thing to point out is the inheritance aspect of Hansoft release tagging When Adding a release tag to a parent item underlying child items will inherit the release tag value Example sub project 2013 10 18 Release 1 item1 item 2 item 3 item 4 mom You can also explicitly set the release tag of
220. this message as an example v New bugs reported by me wo 3 Firewall is not handling incoming traffic Example Proj Manager mm Resolved O v5 z Before setting another status or resource you must fill in this data Description Detailed description Found in version New bugs reported by me hi 4 No name Not assigned a Mew 4 Selected 1 of 4 items Bug Detailed description Description an Status i New b Assigned to ia Motassigned gt de More Reported by Manager Chris seers Adding extra columns Adding extra columns is a fundamental part of customizing QA to fit your needs You have to be a Main project manager to do this Go to the More gt Customize project quality assurance Planning Quality assurance Product backlog All bugs in this project Find by keywords SE Reportnewbug X Delete Undo Redo Show More A Create and share Reports ID T nfl i Export and import d Reports and trends d 1i 1 Firewall is not handling incoming traffic E TF 2 Sub screen is not working correctly Ti Sse L T E i E E mail not visible in quick view E ll Manage user view presets E Detailed access and restriction rules 95 Customise bug workflow Ctrl Shift W 1 Customise project quality assurance L Print Ctrl P Zoom view In Ctrl amp Zoom view Out Ctrl C Zoom view 100 Ctrl Q a My personal options Ctrl OQ Accessing the Customize pro
221. tions views You can choose to view only out of office zones by clicking on They are out of office zones in user find Find Allocations Users More Q Fnd Q Q User 1 Aug 2011Sep 2011 Oct 2011 Nov 2011 Dec 2012Jan 2012Feb 2012Mar 2012Apr 2012May 2012Jun 2012Jul 2012Aug rane Find Example Team User TM UE SN Find by keywords Business Unit 3 Programmers Scrum team 2 Scripters OILILL By these conditions They are over allocated 4 Out of office zones They are under allocated They have planning gaps They are allocated now They are not allocated now o Out of office zones P Find by keywords Clear selection Out of office tasks affect sprints iterations if they are inside them T Email application Prototype 2010 11 01 2010 11 12 Release 1 15 of 66 Tatal Example Proj Manager 25 10 of 10 Example Team User D of 56 Example Proj Manager Release 1 Part time work You can also create a period of time in which a user is working part time Create an out of office task right click and select Set out of office calendar settings Ul Split task at 2012 10 26 lU Copy amp Copy as hyperlink d cut Delete Total I Remove out of office status EE Set out of office calendar settings advanced Delegate to Qo Visible to Ctrl t Ctrl X Del Ciri Shift G You can now transform this out of office task to a part time calendar
222. tive feature te User Story ps Find pipelines kanbans and workflows Close Working with the Kanban view The Kanban view displays each step in the Pipeline Kanban in a horizontal structure based on the dependencies within the Kanban By dragging each Kanban item forward you complete a step in that Kanban By dragging each Kanban item backward you set a step in that kanban to incomplete By dragging an item to the Kanban completed flag you complete the whole Kanban at once 1 WIP means Work In Progress and tells you how many items are ongoing in each step This is a power ful tool to see where bottlenecks exists within a project If cards turn red instead of orange they are overdue this is decided by Takt time Max duration for this task which can be set on each step in the Kanban Kanban options for WIP and Takt time Two core Kanban options are available on a Kanban step WIP Work in Progress maximum and Takt time Max duration for this task Task name In development When created new Work remaining for Agile items Mot set hours Duration for Scheduled tasks 1 days Assign to Apply workflow or pipeline Break down options Can be broken down into sub pipeline tasks E Tasks are completed sequentially instead of parallel Kanban options Max Work In Progress WIF items 3 items Max duration for this task Takt time 1 days hours When task can start Send e mail notifications to Sett
223. to be visible in the report If you select no column here all columns will be visible in the report Select visible columns Column name Visible yes no Assigned to Yes ID E No Severity Yes Status F No Steps to reproduce F No Engineers OR Designe 4in 3 out Reported bugs 1 bus repart query rs OR Designers Using find while report is active By default Hansoft suppresses using the Find function while a report is active as this can give empty or confusing results Planning Quality assurance Product backlog Report Engineer bugs wie Report new bug A Delete Unda Redo Show w More Reports a Engineer bugs ID Description Assigned to Status Severity Firewall is not handling incoming traffic W Designer Eric f Assigned ni 3 E mail not visible in quick view Designer Eric chi Assigned 1i D My first bug ili Engineer Lisa chi Assigned The Find button or textbox is not available with a report active Individual reports can however be flagged to allow the Find function to be used In the Report editor More gt Report settings gt More Advanced Report settings O Select visible report columns Entering the Report settings Enable the option to allow Find when the report is active Settings for report Repart settings When the report is active users can continue to use Find Enabling the Find function for a report When the report is active you can now use
224. to the project server Administration sona itia Yes Mo The user can create and manage users and projects Portfolio Allacations Yes Mo The user has access to the Portfolio Allocations view Documents i i Yes O No The user has access to the document view The profile settings section of the User administration panel Every user can have their specific profile settings This is a cornerstone in controlling what the employees have access to For example project managers normally have access to Portfolio allocations but co work ers do not When you change the profile setting ithas an immediate effect on the user account Tip When you have finished with the profile settings for the user proceed to create a project and add users to your project The list of projects The list of projects is located below the main projects toolbar It shows all currently existing projects A dnansctrator Users Projects Shares AO MINIS Tato ft To do list 55 Create new project 55 Delete project ate Edit project 1 Add remove users to project More Documents la Portfolio E Project name Number of members Main manager s e Administration E mail application 3 members 4F Options Mobile game 5 members E Help Exit Member name is a main manager Limited visibility Can access project history Producer Anna
225. to them 0 Or method Fixed work This task scheduling method is preferably used when a time budget is used for the project and its sub projects and tasks An additional budgeted work column is added Tasks behave differently from the fixed duration setup in the sense that the duration will adjust to the allocated amount of users and time budgeted Task completion method 9 Use only Status column to complete scheduled tasks 0 Use Percentage meter and Status column to complete a scheduled task When using the Fixed work scheduling method an additional column for Budgeted work is added and shown in the activity list num work 248h 8h amp 4h 32h Fixed work introduces both the Budgeted Work and the Earned value columns This method focuses on budgeted hours rather than simply the duration of a task This means that the duration of a task is auto matically calculated by the budgeted hours and the amount of users put to this task Note that the Earned value columns requires that the Earned value module is activated Example You have budgeted 32 hours for a task and use a standard 8 hour working day Within this scen ario the task would then take one user 4 working days to perform Alternatively if we were to put two users on the task it will take just 2 working days to perform To take the example even further having only one user working at a capacity of 50 on the task it would take 8 working days to perform Fixed d
226. ts user story detailed description steps to reproduce or a custom multi line column text you can use tags such as lt URL www hansoft se gt Hansoft lt URL gt To save the change after editing tags press Ctrl S 8 S To insert a tab in the text press Ctrl Tab 8 Tab To insert an image when editing comment text press Ctrl V 8 V To insert and immediately edit an image when editing comment text press Ctrl Shift V 46 Shift V List of keyboard shortcuts sorted by function Ctrl R db R Add more users to task Ctrl Shift A d Shift A Arrange selected tasks Ctrl Shift Number 1 8 Shift Number 1 Arrange tasks by extra column 1 9 numeric 9 9 Ctrl Left d Left Collapse all under sub project Ctrl Shift L d Shift L Connect items by number Ctrl Shift T d Shift T Connect selected Ctrl C db C Copy to clipboard Ctrl Shift W d6 Shift W Customize bug workflow in QA view Ctrl X d X Cut to clipboard Ctrl Shift G d Shift G Delegate sub project to Ctrl Shift D 24 Shift D Disconnect selected tasks Ctrl Right Ctrl Shift Q Ctrl Shift U Ctrl Shift C Ctrl Shift V Ctrl G Ctrl Shift X Ctrl Tab Ctrl N Insert Ctrl M Ctrl U Ctrl Shift B Ctrl Shift Home Ctrl Shift Up Down Alt Gr Up Down Ctrl D Ctrl Shift R Shift Tab Ctrl V Ctrl Shift W Ctrl P Ctrl
227. tup design and quality NextGen Game Production Plan Mot done Example Proj Manager Feature A 8 NextGen Game Production Plan Not done Feature B 49 Find by keywords L Medium priority Core engine development amp Mot done ZUIU TZ T29 ZUTU TZ TO Mn Sound Crash Linked to b 4 Bugs Severity LJ Severity B H Mo explosion sounds in Level 19 a Assigned we Resolved Small Agile Project 4 Sprint Email application Prototype th 2010 04 23 As an application user can create new emails easily Not done Sh You can select a custom drop list column as your Sprint priority by going in to Customize project gt Priority Here you have the option to turn off that team member can prioritize from their To do list Columns Agile and Scheduling Agile product backlog priority Column to use for Product backlog priority Use predefined Product backlog priority column gt x Use predefined Product backlog priority column gt My Custom Prio Committing items from the main backlog to a sprint One of the cornerstones of the agile workflow in Hansoft is the ability to commit items from the product back log to a sprint In this way you are able to maintain the hierarchy and structure of the backlog often used by top project managers and producers while working with individual sprints with their unique hierarchies and structures Items can be dragged from the Product backlog window directly into the sp
228. ummary activities and vice versa The connection will then affect all activities under the summary activity More functions when editing a project plan Multiple undo redo On the main timeline toolbar you will find the undo redo buttons Hansoft Project Manager supports mul tiple undo and redo steps which often comes in handy when planning for large projects Gantt Schedule O Scheduled task Release Return Undo Redo Show w More Tip You may use Ctrl Z for undo and Ctrl Y for redo on the keyboard Cmd Z for undo and Ctrl Y for redo on OSX Changing the vertical placement If you drag the mouse up or down you can change the vertical placement of the activities A blue activity indicates that the vertical placement is legal A red activity indicates that there is an illegal cir cular dependency between the activity and the summary activity above it Hansoft Project Manager will automatically disconnect the illegal activity 4 Outsourced ASIC Scan Insertion 4 Outsourced ASIC Placement 4 Outsourced ASIC Clock tree synthesis 4 Outsourced ASIC Physical design verification 4 Outsourced ASIC In system verification Basic actions The following actions can be performed on the selected activities in this menu Cut deletes and copies the activity to the Hansoft Project Manager clipboard and to the Windows clip board as raw text Copy simply copies the activity to the Hansoft Project Manager clipboard
229. uration uses a simple yes no condition to measure if the task is complete whereas the Fixed work method uses a percentage value to measure the degree of completion of a task The actual work column automatically computes how many working hours have been added to the task based on the percentage of completion of the task and the budgeted work Status Not done Task completed BENI 20 Arranging tasks and user leveling Hansoft has support for traditional user leveling in task scheduling However leveling as an approach to balancing workload is generally a bit of a dead end in growing development teams Many teams today have previous experience with leveling using standard scheduling tools like Microsoft Project before their teams became too large Hansoft is designed to support and enable an approach focused on delegated responsibilities and empowered teams which have a more collaborative approach to scheduling We have found that this approach allows for great gains in company productivity User leveling and arranging tasks can be done in a variety of ways that can be seen in the following examples A set of tasks that you want to arrange can look like this Planning Quality assurance Feature list Gantt Schedule CJ Scheduled task Release X Delete Undo Redo w Show w More Q Find q q m April 2013 May 2013 June 2013 July 0 0 Project root 0 00 OM Milestones Milestones a O 0 0 NextGen Game Productio
230. us laneis Assigned to Settings Select Inc il Boa implem inaptem di E A typical Board view with swim lanes arranged by user and columns by item status The Board layout toolbar displays selection options for which Sprint or Kanban to view what data to dis play on the Columns and Lanes as well as Settings for the item cards themselves Sprint view The sprint view is a matrix of Columns and Lanes Selecta sprint in the Sprint selector then choose what item data should be represented by the columns and lanes respectively The board can be zoomed with the mouse wheel and dragging with the right mouse button will pan and scan across the board Kanban view The purpose of the Kanban view is to display all items allocated to a particular type of pipeline Viewing items in this way allows users to quickly evaluate their work and to identify and correct bottlenecks should the need arise For an in depth description of the kanban view read the Kanban chapter of this manual Board items Each item on the board represents a task in a sprint or a pipeline If the item has been committed from a product backlog it will be indicated by a backlog icon Selecting the item and pressing Ctrl G Cmd G will reveal that item in the product backlog A board item committed from the backlog Sprint priority view Normally sprint backlog items will be entered into the Schedule view or committed to it from the product
231. v Yes No V Yes Designer Eric No No I No Engineer Lisa No No v Yes Chat rooms e Manager Chris F No E No Yes Y Tester Jeff Mo No Mo The list consists of three columns Project Name shows the full name of the project Number of members shows the current number of users that are members of the project Main manager s shows the current main project managers of the project Read more about main project managers sub project managers and other profile settings for project man agers here Creating and managing projects Projects are created and managed in the Projects tab of the Administration section of Hansoft Administrator Users Projects Shares ff To do list Create new project 23 Delete project an Edit project 1 Add remove users to project More O Documents la Portfolio az z Project name a Number of members Main manager s t Administration Pa Options o Help Exit B E mail application 3 members Manager Chris The Projects tab in the Administration section Creating a project Create a project by clicking the Create new project button on the toolbar Treshe raw Pee at Prot name bir Project Lau mode for nie riri Use Task theca c Lir X Arhed status Tres gecqext Heed and ii nod vis e to ames Timmai bii Tor if Back Acireale EE io Geter ie See be edited 26 of el oie Tit dake Drtaded poini rhage Method template SCRA Es S
232. ve nature of many development environments Pipelines which are also used in Kanban planning define a tree of tasks which can be executed in par allel or in sequence while workflows define the possible states a task can be in The pipelines kanbans and workflows tool is accessed in the More menu or by pressing Ctrl Shift W in the schedule or backlog views Cmd Shift W Workflows are also available for Quality Assurance items More Project history d Reports and trends 20 Pipelines Kanbans and Workflows Ctrl Shift W amp Print Ctrl F Zoom view In Ctrl Zoom view Out Ctrl C Zoom view 100 Ctrl Q Switch to Gantt scheduling interface Ctrl W Pa My personal options Ctrl 0 Entering the Pipeline kanban and workflow tool from the More menu Before pipelines and workflows can be used the tool itself must be enabled This will create a Pipelines workflow column in the project view and in the backlog allowing for assigning a specific pipeline or work flow to an item The Pipeline kanban and workflow tool After the tool has been enabled users can create and manage pipelines and workflows One particularly important feature is the duplicate tool found in the More menu typically used to extend and adapt a pre viously designed pipeline or workflow Duplicate Mame Visual feature Pipeline White box Green box Yellow box Red box Blue box Magenta box Orange box Done
233. view and wall items a Mo release set Copy Ctrl C Copy as hyperlink Cut Ctri X Paste text as items Ctrl V Commit to sprint Delete Del Go to item in hierarchy view Ctrl 5hift X Go to item in priority view Ctrl Shift V Assemble board items into a square Ctrl 5 Set colour d Tag to release b Link to tasks items or bugs Ctrl Shift B Flag as user story Ctrl Shift U Set hyperlink Ctrl Shift H View change history on Ctrl Shift l Moving items in auto group mode will affect the items when dropping them into a new group Planning Quality assurance Product backlog Board O Sprint backlog item Break down X Delete Undo Redo More Columns Lanes Assigned to Sprint board modes Sprint Sprint Email application Custom groups 2 caras Not d Kanban board modes abs Group by column Status Blocked Group by column Sprint priority Not assigned Example Proj Manager There is a wide range of settings for the wall view information shown on the board items board summary and the size of the grid View on board items Item description Board summary infa Ld User story text Grid size Sub project path Last comment made Assigned to Item column data k Status Release tag Sprint priority Backlog items prioritized Tip switching between different view modes priority hierarchy etc is done by clicking the tab next to Back log item The ta
234. when the bug reaches the status Closed Go to another bug status when a bug Is assigned to someone for example by going from New to Assigned Set that users can reassign bugs to someone else in their To do list including the Original Reporter of the bug Remove users from bugs when they reach a bug status for example by removing the assignment from the bug when it reaches the status Resolved or Closed Force bug reporters to enter bug data before going to the next bug status for example a new comment since last workflow change or by entering Steps to reproduce before setting a user or the next bug status Set a flag so Not assigned cannot be set when the bug is in this status Set the bug status to Unpublished so itis not visible in All bugs in this project but visible to the reporter in Bugs reported by me Nameandicon Assigned ATF Assigned When reaching this status Set work remaining on the bug to Not set hours Assign to BE Send e mail notifications ta _ Mandatory data fields Data must be filled in Yes No Comment new P Ma 1 Description I No 1 Detailed description IF No Found in version F7 No B OA nin When assigned to someone goto None Additional options Cannot set Mot assigned when assigning to someone in this status v Allow reassigning in To do list overrides rules v Including original creator reporter
235. with E mail settings for the project E mails are delivered in the HTML format and all references to bugs or tasks have hyperlinks that link directly into the Hansoft application QA E mail settings are found in the Customize Project QA dialog opened from the More menu Show Maore Export and import Reports and trends Screenshot tool Ctrl Shift M Manage user view presets Detailed access and restriction rules Customise bug workflow Ctrl S5hift W Customise project quality assurance Print Ctrl P Zoom view In Ctri Zoom view Out Ctrl Zoom view 10056 Ctrl T e I Le G amp q d My personal aptions Ctrl O Here you can switch different parts of auto generated E mails both on and off Columns E mail notifications Assigned users and managers should receive an e mail Priority in To do list When their items are updated Settings Finding bugs 60 minutes after the update C When their items are commented on Copies No extra copies sent Send e mail to main managers With a QA report Copies Occurence Every Monday In addition to this you can CC new comment posts to individuals or user groups ID Description Assigned to Status TT 1 Firewall is not handling m traffic ili Lisa ith Assigned h 2 Sub screen is not working 7 E WR 3 E mail not visible in quick IN Copy Ctrl C Copy as hyperlink Cut Ctrl X Paste screenshot as attachment Ctrl V Delete
236. xample Committedtosprint Email application Prototype returns all items committed to sprint Email application Prototype Explicit typing Item ST M BI AT S SP B task name ST is a Scheduled task M is a Milestone Bl is a Backlog item AT is a Agile task S is a Sprint SP is a Sub project B is a Bug Example of explicit typing Linkedtotaskitembug Item Bl As an application user can reply to emails returns all items linked to backlog item BI As an application user can reply to emails Linkedtotaskitembug Item Bl As an application user can reply to emails returns all items linked to ONLY backlog item BI As an application user can reply to emails Linkedtotaskitembug Item Bl As an application user can reply to emails BI As an application user can forward emails returns all items linked to backlog item BI As an application user can reply to emails or backlog item BI As an application user can forward emails Resources type The type people specifies both individual users and user groups The following operators can be used on people Description Operator Synonyms Any of selected i Any of selected some other gt gt Any of selected no other lt gt gt None of selected l None of selected some other All of selected no other E None of selected or some I I other All of selected some other gt gt gt At least all of selected lt cem F
237. y Key View workflow Moving to the next state in a workflow by double clicking the status column Building a workflow Y ou build a workflow by inserting statuses and transitions shown here on the toolbar when editing 5 Create workflow status 5 Create transition 5 Edit lt lt Disconnect YX Delete o 6 Action Workflow entry Can select in drop down q All project members 3 Status Asset in development Go to status Review by Art Lead when items are set ta Completed Y o a Transition Users groups allowed q All project members O 9 Status Review by Art Lead Editing a Sign off workflow Workflow status settings Jump to the next chapter if you want to know more about workflow status settings Exporting and importing workflows Under the More menu you can export and import your workflows as XML This is useful when transferring workflows between projects or databases gt More Example workflows d Edit workflow access rights t9 Exportthis view as XML Import to this view from XML Exporting and importing a workflow through the More menu Workflow access rights Users or user groups can be allowed to alter a workflow beyond the defined restrictions giving them per mission to edit the full item This capability is set through the option Edit workflow access rights in the More menu For examples on using Workflow access rights read Using workflows for testing user stories Workf
238. y to post reply comment Collapse all under sub project Move items tasks vertically Select all activities Copy to clipboard Open backlog Switch find window Go to task item in project view Import Hansoft XML View project history Save schedule in project history Link tasks to nearest release Insert release Insert new activity item Sort extra column 1 9 numeric View options Print Move selected items to current sprint or backlog Add more users to activity Show activity in timescale view Arrange selected tasks Link to task item bug Go to item in Wall view Disconnect Delegate sub project to Set hyperlink on selected Arrange extra column 1 9 numeric Toggle ghost user mode Link to multiple releases Open reports dialog View selected only Connect selected Go to item in Priority view Go to item in Hierarchy view Sort selected by start date Ctrl U d U Insert scheduled sub project Ctrl V db V Paste to clipboard Ctrl W b W Switch between agile and task scheduling inter face Ctrl X d X Cut to clipboard Ctrl Y do Y Redo Ctrl Z db Z Undo Tab Indent selected activ ities Keyboard shortcuts older releases When editing text When editing text in comments user story detailed description steps to reproduce or a custom multi line column text you can use tags such as lt URL www hansoft se gt Hansoft lt URL gt To save the change after editing tags press Ctrl S 8 S To insert a tab i
239. yntax There are three ways to specify a date Gregorian date and time YYYY MM DD HH MM SS ISO week day and time YYYY W WW D HH MM SS Offset from the current Now X Y M D W H m S HHEMM time ESSI A date is recognized as such when an integer with a after is found You don t need to specify the whole date and time but can stop at any precision see below You cannot include any white space within the date expression and thus need to write the whole date without any spaces When searching on dates or time the keyword now can be used start gt now Together with keyword now you can also add or and Second s Minute m Hour h Day d Week w Month M Year y Example of now syntax Start gt Now 3M returns scheduled tasks with a start date greater than three months ago LastUpdatedOn gt Now 2h AND LastUpdatedOn lt Now returns all items tasks or bugs updated the last 2 hours Precision When specifying a date or time it will implicitly have a precision attached to it The precision is determined by the amount of accuracy that the date is specified with The precision of the time date determines the range of time that the search sees as a match If you for example specify a specific hour 2008 08 09 19 all times that fall within that hour will be matched in the search Precision examples Syntax 2008 2008 08 2008 08 09 2008 08 09 19 2008 08 09 19 30 2008 08 09 19 30 11 2008 W5 2008 W
240. yze the actual workflow on a bug you may want to see the detailed change history Everything that happens to a bug or a task is stored on the Hansoft server and then retrieved on demand Right click and select View change history on or press Ctrl Shift Cmd Shift I ID Description Assigned to Status Firewall is not handling in amina traffic l Tr 7 sub screen is not workir Ty 3 E mail not visible in quid E Copy as hyperlink gd Cut Ctrl X Paste screenshot as attachment Ctrl V Delete Del Tag to release b td CC new comments to 65 Set hyperlink Ctrl Shiftt H Set status override workflow O View change history on Ctrl Shitt 1 View time reported an A detailed bug history will be presented Change history on item Firewall is not handling incoming traffic T Time 2012 09 13 13 16 26 2012 09 13 13 16 26 2012 09 13 13 16 14 2012 09 13 13 16 08 2012 09 13 13 16 08 F Show detailed change history advanced Ee Troe By user Change orig Type of change Client Client Client Client Client Status First assigned user Description Status This item was created Changed to Assigned Engineer Lisa 100 Firewall is not handling incoming traffic New In project E mail application QA Close Working with multiple bugs at once You can work with multiple bugs at once in Hansoft Click on t

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