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1. TTT 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 dragging 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 applic ations support XML importing To export data press Export this view as XML in More Export menu Break down X Delete Undo Reda Show r More Reports i Impediments 2 gt Work Ghost user mode Assigned to aining 5tati Project history b Export ALL items as Hansoft XML Ctrl E Export and import d Export ALL items as spreadsheet xlsx Reports and trends d Export ALL items view as tab separated text I Manage user view presets 9S5 Pipelines Kanbans and Workflows Ctrl Shift W Export SELECTED items as Hansoft XML Ctrl 5Shift E T Customize project Export SELECTED items as spreadsheet xlsx Export SELECTED i
2. 100 Scheduling related Statues Pipeline related 30 Custom columns sa Custom trend types 70 Selecting data type A variety of time periods can be chosen relative to the current date Data Not selected Type Not selected Time period Last month Prediction One month Copy trend to clipboard Last week Please select a trend Last 2 weeks 100 Last 3 weeks 90 Last month Last 2 months Last 3 months a 0 Last 4 months 60 Last 5 months 50 Last year Last 2 years 40 Last 3 years 20 Selecting time period Selecting a prediction mode will assist in projecting the historical data into the future Data Motselected Type Not selected Time period Last month Prediction One month Copy trend to clipboard 1 week into the future Please select a trend E 2 weeks into the future 100 3 weeks into the future 90 1 month into the future gi 2 months into the future 3 months into the future 4 months into the future 560 5 months into the future 50 1 year into the future 2 years into the future 40 3 years into the future 30 Weighted average time 20 Resulting in a trend with prediction Trends global per praject per user group and individual users Kanban Project All users in project Type Severity Time period Last month Prediction One month gt gt Type Severity trend for All users in project 100 an sever
3. GB Schedule Dighedulpdiagk Eikai W Delete Unde Beds Show Mare Acthelty name ct Filik Dani Hd September TOL C teber 2012 Wovember cT sx SL mlz MeL e LESS 201 ed eed MSL 4 tl Character hitia 3 2012 10 15 2012 11 02 Lod Chaeacber modri 1 Char Character OT player chase m12 10 15 Il 3 16 29 d Par Chaeaeber Q7 player car i Char Zara er c Pe rr Pit Be Cae ot 5d Char Character id F9 Char Changers 2012 10 29 201 2 11 02 5d Char Charaiter 093 5 J E Chaegctes hitia 4 2012 11 05 2012 11 23 Loa Charpchre mcdia 4 Char Character 10 Chaeiren 2032 11 05 I1 3 11 ET Char Characiez 10 Chib egn dp ee L har Chara er 11 2124 11 14 Zl 2 L1 b5 hd Char Chinta 11 09 ca Chari hied 17 2012 11 19 201 231323 5d Char Cherecter 12 F E tl Character fehia 5 23 11 26 2bI 12 14 L d Character modeller 5 Char haracter 13 hieten 2012 11 25 2612 11 30 5d Chai Chamier 3 Mandber Go Char Dhiri rr 14 21842 24 h JUL gba 5d Char Character B4 i Char Charade 15 2012 12 10 201 2 1 2E 5d Char Character 15 8 E J El Charaches hia amp m1 mui Eel a Loa Character modeler amp 5 Char Character 16 2012 12 17 2512 12 21 Sa Char Chacacter L6 Se Char Carat er 17 2184 24 44 JUL aL 5d Char Chitar 17 4 jo Char hasier 18 Pil Par Ped 2013411 424 5d Char Chaeacter LE 4 t Dipan modelle AH3 10 1 amp 2012 11 14 20d Object ee l 5 5 Ob hinid 2012 10 18 ahiip5 M ga Obr M
4. Mission building linterior Low LOD es Ghost user Milestone 1 Contract Executed NPC and mission area start zone MT xample Proj Manager Milestone 1 Contract Exec a Exploration area exterior pti Mk1 ee Ghost user Milestone 1 Contract Executed Exploration area exterior pt Mk1 E 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 Q1 2010 Q2 2010 Q3 2010 O4 2011 Q1 2011 Q2 2011 Q3 2011 O4 2012 01 2012 G2 Milest Milestone T Prototype on F53 Internal milestones up Art animation and audio c A HG L R2 a 1 D Architecture i f Level design uu M NPC and mission area start zone Low LOD Ghost user Milestone 1 Contract Executed fun Ghost user Milestone 1 Contract Executed Exploration area exterior pt Low LOD 1 Contract Executed Change start Level 18 7 mm ji Prototype Prod 2 Start 2010 09 11 Missio
5. Manager Chris Designers Leads manager chris examplecompany com e Producer John Leads Producers F Tester Jeff QA E mail settings for users 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 Co workers should receive an e mail E mail notifications When his her work is updated gt On amp Off Settings in amp rh n Notify co workers when the project changes Agile and scheduling 60 minutes after the update More Before a release 3 On Off Settings Notify co workers ahead of a release delivery 7 and 3 days before When a comment is posted 23 On amp Off Copies Will notify creator additional and CC d users set on task When a predecessor task is completed On Off Copies Will notify when a pipeline scheduled predecessor is completed Project managers should receive an e mail With a schedule report On amp Off Copies DES Shows users that are behind schedule release status etc Every Monday When a task is completed On amp Off Copies Notify when a task is completed m7 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 Top Previous Next If Hansoft is extended with the time report module every user has access to their individual timeshe
6. Set hyperlink on selected Arrange extra column 1 9 numeric Toggle ghost user mode Link to multiple milestones 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 interface Cut to clipboard Redo Undo Keyboard shortcuts older releases Top Previous 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 in the text press Ctrl Tab 85 Tab To insert an image when editing comment text press Ctrl V 85 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 d R Add more users to activity Ctrl Shift Number 1 9 d Shift Number 1 9 Arrange extra column 1 9 numeric Ctrl Shift A 3 Shift A Arrange selected tasks Ctrl Left d Left Collapse all under sub project Ctrl Shift T d Shift T Connect selected Ctrl C 36 C Copy to clipboard Ctrl X 36 X Cut to clipboard Ctrl Shift G Ctrl D Ctrl Right Ctrl G Ctrl Shift X Ctrl Shift C Ctrl Shift V
7. Animation test shoot prep E Animation test shoot Delete this connection Animation test past sho Change connection to end to start Set lead lag time end to end Go to Animation test shoot prep from start to end start to start Go to Animation test shoot Ito 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 eee Animation test shoot 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 E E Animation test shoot Delete this connection Animation test post sh Change connection to Ld 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 activit
8. Assign to users Status that was assigned in i i Assigned MI status Resolved Verified Actions enabled on previous status Enable action Can delete bugs a a Transition LUsers graups allowed i All project members One advanced and important setting on a transition is to be able to edit certain fields within a bug when itis 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 nm amp Transition users and groups S m Mandatory Data fields A transition between two statuses can be limited to a set of users and Available Engineer Lisa 1 Engineers Actions enabled on previous status Eni 1 1 Leads Limiting who can report bugs Top Previous Next You can limit who can report bugs by double clicking or by going to Edit the grey Report new bug box in the bug workflow You can then decide who can report new bugs by selecting individual users or user groups amp 5 Can report new bugs YT Action Report new bug Can report new bugs a All project members Can report bugs O j Tester Jeff m Status New Go to status Assigned when
9. Ctrl Shift G Co Visible to You can now transform this out of office task to a part time calendar for an individual user by overriding the pro ject 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 Combine working days Select the fewest working hours for each day Select the most working hours for each day Mark working days Monday Tuesday Wednesday Thursday Friday Saturday Sunday Select day of week to define working hours for Monday Define working hours work from to 12 00 work from 13 00 to 17 00 work from to Here is an example of part time work for one user for three weeks You can see how the out of office task is affect ing the normal task by looking at the darker areas of the green task Part time Example Team User ee 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 ina sprint E a Show work remaining for Example Team User Iteration backlog items Set allocation percent for Example Team User in this Iteration El Game code improvemer Allacate users to Iteration Critters movement af Pu
10. 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 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 specified project Examples In a scheduling project Start gt 2009 03 02 AND Start lt 2009 03 31 AND Itemname code OR Itemname 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 Top Previous Next This is a guide describing how to use the find query language together with all columns types and operators 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
11. List of users prajects and groups with permission settings Name m Comment Administrators Default p E mail application Tault pe SION Settings are used Designers Have specific permission settings Add user project or group Remove Permissions on selected p Fermission Allow Deny Use default settin Read Yes 7 Ma F Ha Write Edit check out Yes No No Listfile or folder contents Yes F No F Mo Rename Yes 7 No F No m m IF Show advanced permissions Inherit permissions from the previous folder F Reset sub folders and files and apply these permission settings OK Cancel 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 asso ciated 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 doc ument 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 ch
12. 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 cli ents 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 pro ject 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 Top Previous Next 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 E Create new project E Delete project a Edit project 1 Add remove users to project E Project name Number of members Main manager s E mail application 3 members Manager Chris Member name Is a main manager Limited visibility Can access project history W Manager Chris V Yes T No W Yes 2 Engineer Lisa No T No E No ea Designer Julia No No 7 No Profile settings in the Project administration section Typically a Main manager is someone wh
13. Zoom view 10056 Ctrl 0 My personal options Accessing the Customize project dialog for QA Here you will be presented both with pre defined columns such as Last commented on as well as the possibility to create your own custom column such as Found in version The pre defined columns are e ast commented on time when the last comment was made e ast updated on time when the bug was last updated eLinked to task item bug linked to another task or bug in any project eOriginally reported by who was the original reporter eSeverity severity for this bug eComplexity points an agile metric that describes the complexity of performing the task eConfidence how confident a user about solving the bug eHyperlink link to something outside Hansoft ePriority Priority of the bug eRelease tag Linked to a scheduled release milestone eRisk Columns E mail natifications You can add extra columns that can be used for additional data on each item r Finding bugs Available columns Bug priority gt jJ Severity CC new comments to Steps to reproduce Committed to sprint m Confidence You can create delete or edit extra columns here Delete column Edit column ox 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 G Customise project Edit c
14. Yy 1 0 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 work flows between projects or databases gt More Example workflows 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 permission 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 Workflow transitions Top Previous Next 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 m Users allowed through OA o a Transition Users groups allowed Q All project members Mandatory Data fields Data must be filled in Yes No Assigned to No Comment new Ho Committed t
15. amp ub feature A Task 3 5h B Feature B O sub feature A amp Nat done Task 6 6h B Feature B O Sub feature amp Mat done Task 3 24h B Feature B O sub feature A amp Mot done 3 items 35h Sub feature B Task 10 5h B Feature B B subfeatureB Not done 1 item 5h Sub feature C Task 13 th B Feature B Bl subfesture Mot done Task 2 zh B Feature B BE Sob feature 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 to be visible in the repart If you select no column here all columns will be visible in the repart Select visible columns F3 Column name Visible yes no Assigned to Yes ID No Severity Yes Status Mo Steps to repraduce No Engineers OR Designe 4 in 3 out report query rs OR Designers Top Previous Next 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 Es Report new bug A Delete Undo Redo Show w More Reports i Engineer bugs 1T 1 Firewall is not handling incoming traffic ul Designer Eric Assigned Jte 3 E mail not visible in quick view Designer Eric i Assigned Te 5 My first bug ili Engineer Lisa i Assigned The Find button or textbox is not availa
16. AMD Workremaining gt 10 Not dane 15 In 14 out Branching out to more than one connection means logically OR see query language for more references T 15 items cn GU TiN Slalus Mot done 15 In 14 out Cattle FrPATLfe Sarl ire Feature A d 3 Feature A Feature C 14 In 4 out 14 In 4 out I In 6 out Report query Generated from find criterias Itemstatus Wok done AND Feature Feature 4 OR Feature Feature B OR Features Feature C AND and branching out to OR can be combined The visual query below would result in Itemstatus Not done AND Feature Feature A AND Workremaining O OR Feature Feature B AND Workremaining 0 OR Feature Feature C AND Workremaining O 15 In 14 out ws RCIA Mr z i z Feature A calul Feature B 14 In 4 out 14 In amp out Equals to 0 14 In 0 out Reported items Grouping sorting and selecting columns xU Report query Generated from find criterias Theristatus Mot done AND Feature Feature 4 AND Workremaining 0 OR Feature Feature B AMD wWorkremaining 0 OR Feature Feature C AMD Workremaining 0 Top Previous Next 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 descen
17. E Show Individual allocation PBA sep ADR HL TE Show Last comment in list Show User stories in list estones i finition c Show Assigned to me only Design amp Planning Show Archived items 13 Vertical Slice First Playable lt gt Show Completed items Show comments and User story text directly in the list view Item name TS Show Individual allocation 4 Email accounts As an application user I want to create delete and edit email accounts Show Last comment in list 4 Email functions As an application user I can create new emails Show User stories in list LE 4 Presenting emails As an application user I can see a list of all my emails 4 As an application user I can see incoming emails in a folder Show Assigned to me only 2012 10 12 15 06 Example Proj Manager wrote s Pee ee fe ee Create folder if needed EM Security As an application user I can password protect the application so no other user can access it iv 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 ss Break down X Delete Undo Redo w Show More Item name E Show Individual allocation Sh Project root Show Last comment in list Eh Sprints Show User stories in list v Show Assigned to me only Sho
18. EL sk Elo Built in translation provided by Hansaft pa Find translations Create a new translation and select the destination language for what you are translating to Based on trans lation language will provide you with information later on when you have to update your translation when Hansoft adds new or edit sentences 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 are used when you want to export the translation you have done in a binary one file format to share with a community In the more menu you can duplicate 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 ei ff Oa Permissions Expart all sentences as spreadsheet Export untranslated sentences as spreadsheet Export translated sentences as spreadsheet Pipelines kanbans and workflows Top Previous Next Introduction Top Previous Next Pipelin
19. Mot assigned 4 Su amp Copy as hyperlink ipile faster Mot assigned QE Cut Ctrl X e and edit email accounts Not assigned Pr my emails a Se Pe us MENS dd Ee so nao other use Example Proj Manager 4 Pr Return to product backlog Del search for emails easily Not assigned Outdent Shift Tab E E 24 2010 05 18 a Indent Tab People All Burndown 4 Go to item in board view Ctrl Shift C Sprint backl Go to item in priority view Ctrl Shitt V Go to in product backlog Cine Delegate to Ctrl Shift G Visible to Link to tasks items or bugs Ctrl Shift B e Flag as user story Ctrl Shift LU Set hyperlink Ctrl Shift H View selected only Ctrl Shift 5 D pen n View change history an Ctri 5hift I Now go to the QA view right click and select Link to selected Example Proj Manag Assigned E V5 25 Link to selected Ctrl Shift BE Link to tasks items or bugs Copy Ctrl C Copy as hyperlink Cut Ctrl X In this or any other project select tasks items or bugs that you want to link to the 1 activity you have Just chosen Paste text as bugs Ctrl V Right click on them and choose Link to selected Cancel link Delete 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 A link to the task backlog item will now be visibl
20. P m P R Example Team User is now allocated to 2596 in this sprint E Iteration 2012 12 10 2012 2012 12 10 2012 12 29 C People All project members Total LO of 150 qa Example Proj Manager Example Proj Manager D of 120 qa Example Team User 23598 Example Team User 25 Burndown chart 4 lo T i k 4 r 25 Example Team User x 2556 Business Unit 5 Programmers Scrum team 2 Scripters _ A M 0 8 8 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 The activity details window Top Previous Next The activity details window is located below the activity list It provides a quick and accessible way to edit the selec ted activities Please note that this window has a dynamic size and if you left click on the grey 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 Outsourced ASIC Clock tree synthesis 2e synthesis 4 Outsourced ASIC Route Physical design verification E Outsourced ASIC In system verification In syste
21. Zoom view Out Ctrl Zoom view 100 Ctrl 0 T a m 4 e amp G Q 4 My personal options Ctri 0 Workflow example In this example we are going to enable the integration in the QA portion of one project Project Integration Settings Perforce project sett Perforce project col Perforce project gen Override global settings Enable perforce integration Integration permissions must be checked to enable integration Override global settings Allow integration to overwrite perforce job specs C Allow integration to overwrite perforce trigger settings Override global settings Perforce server p4 1666 Override global settings Perforce web server p4 8080 Override global settings eed C Gene After enabling the Perforce integration for the QA section we can see the bugs as jobs in Perforce All bugs in this project Find by keywords DY Description Assigned to Status Severity Date errata iru Hansoft 941545752e316323 00000 My Project QA Assigned user 2013 06 051044 28 Anotherbug A Hansoft 9415d5792e316323 00000 My Proj Assign z From P4V we are able to edit the job and change the properties of the bug When we submit a changelist that fixes a bug we add the job that corresponds to the bug that this changelist fixes xk C a Job status upon submit ame oo o sm j sw rconen Within Hansoft the change we m
22. amp Delegated to Scrum team 1 E Q Email application Prototype 2010 03 29 2010 0423 People All praject members Burndown chart El Sprint backlog items Delegation to a whole scrum team in agile C5 Email application Prototype 2010 03 29 2010 04 23 People All project members Burndown chart 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 4 Security As an application user I can password protect the application so no other user can access it Presenting emails As an application user I can search for emails easily Reported problems amp 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 part ners and let them see only a part of the project First you have to set the Limited visibility flag under Admin istration 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 fe To do list Users Projects Shares Documents zs Create new proje oo Delete proje s Edit proje i Add remove users to prajei More zs Creat ject of De
23. assigned 1 All project members Forcing bug reporters to enter bug data on a Top Previous bug status DE Forcing bug 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 It is 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 i All project members v it Bug status New Goto 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 When assigned to someone go to ATF Assigned m Mame and icon Wan When reaching this status Set work remaining on the bug to Mot set Assign to Send e mail notifications to Mandatory data fields Data must be filled in Yes No Comment new F Ho Description Yes Detailed description Yes Found in version Yes DJ M p au l2 ie New hours L n Additional options IF 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 un
24. other peoples F No 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 Top Previous Next You can have specific E mail settings for QA along 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 applic ation QA E mail settings are found in the Customise Project QA dialog opened from the More menu Show More Export and import Reports and trends Screenshot tool Ctrl Shift M Manage user view presets Detailed access and restriction rules Customise bug workflow Ctrl Shift VW Customise project quality assurance Print Zoom view In irl Zoom view Ou Erl Zoom view 100 irl 0 My personal options Ctri O I Le G amp a 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 Finding bugs When his her work is updated On amp Off 2j Settings Notify both ways when assigned work changes 60 minutes after the update When a comment is posted On amp Off Copies Will notify creator additional and CC d users set on task Main managers should receive an e mail With a QA report On amp Of Copies Occurence Shows different sta
25. 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 Cmd W or via the More menu This is a personal option that every member of the project can set More Reports and trends Pipelines Kanbans and Workflows Print Zoom view In Zoom view Qut Zoom view 10095 d Ctrl Shift VW Ctrl P Ctrl Ctrl Ctrl 0 Switch to Gantt scheduling interface Ctrl W Ctrl OQ a My personal options Switching between Agile and Task scheduling interface An agile project T i T T Plannarry Quakty rian Fitau bactisq Kr To do lat E agiit C Spent bankdopRem Ei Break dewn Rebum bye hed Dee F MB O Donma 15424 wis nod la Pertfole Bm name Aisne bo Stat J Opbon lu Fart acest a roel roa 5 amp Balp Sprit Sprints 5s C Er E Frobotypse 26 Emall application Prototype moos 20 0823 a at ino hitai rz ni Ai Lean amp Eanes i Lange Game Predu P hour work remgining S cf 15 poinir dors n as 13 Imal furcticna AL an wzpbcmtizn ener can cig abr nme Pill E Piei pE diede H user a eer a el all mo Sees E RUNIY As an applealisn ut gan gatrwcrd gratact 3 hr application 1a EI Exampir Fraj Mani i y Pps pmasti 5 ii ee ee aiam 12h d Ih Pe ers BH pass A task scheduling project Planning Quality surance Feature lick
26. 4 A AF EF LR oe LR LU ui e Vacation planning L 7 7 Trip to England c Example Team User 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 plan ning Textures Exploration area exterior ptl tl F Example Team User Milestone 2 Hinal milestone schedule I Textures Exploration area exterior ptz ploration area exterior pt Example Team Use Milestone Z Final milestone schedule Textures Mission buildi Lures Mission building interior amba aru a a Example Team User Milestc I Textures Special effects Copy Ctrl C Te res Special effects Example LJ Mo name Copy as hyperlink D ae Example Team User Milestone 2 E 0 054 Vacation plannin Cut Ctrl X Vacation planning E Trip to England Paste Ctrl V Trip to England amp Example Team User Milestone 7 Final n 15 995 Outsourced Modelling 0 0 Inhouse Modelling Insert sub project Ctrl U 10 0 Animation AT oa 10 0 GUE Menu GUL art El 0 0 Core engine developme Outdent 5hift Tab 3 New temp
27. Backlogitem ss Break down X Delete Undo Redo w Show More Q Find to sprint Email application C Blocked Submitted impediments Delegated to Example Proj Manager and Example Team User Blocked BM Build system too slow Not done E Distributed compile servers have random downtime Blocked BN Need more computer memory to compile faster Not done Selected 3 of 29 items Batch edit Name tinkedto Attach files Organize l Borrowing a functionality originally from agile this lets you create items in the backlog and then committing the 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 El C Email application Version 1 0 2010 04 24 2010 05 18 P People All project members Burndown chart Sprint backlog items Product backlog for Small Agile Hierarchy O Backlog item ci Break down X Delete Undo Redo w Show More Q Find Item name is Status Email application C 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 ii B Blocked E Weed more computer memory to compile faster Not done A Selected 3 of 29 items Batch edit Name Linked to Attach files Organize The view with t
28. Create project fr To do list as Create new project oo Delete project ay Edit project is Add remove users to project More Documents la Portfolio Administration P Options Help Exit Project name My New Project Edit project My New Project Projects Default mode for new users Use Task scheduling at Small Agile Use Agile Software Program Archived status E This project is archived and is not visible to anyone 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 allocated to them 3 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 Use only Status column to complete scheduled tasks 3 Use Percentage meter and Status column to complete a scheduled task 3 Make yourself a main project manager by click on the Is a main project manager checkbox in the bottom win d
29. Ctrl 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 Shift G tb D d Right db G Shift X d Shift C Shift V db Tab d5 M tbh N db U a EL d Shift P d Shift B 3 Shift Up Down dh Q d B db Shift R db V db P db Y d Enter d K db A 36 Shift H db S 36 Number 1 9 db T db W db F 3 Shift O do Z d O db J 3 Shift S Delegate sub project to Disconnect selected activities Expand all under sub project Go to task item in project view Go to item in Hierarchy view Go to item in Wall view Go to item in Priority view Import Hansoft XML Indent selected activities Insert milestone Insert new activity item Insert scheduled sub project Link tasks to nearest milestone Link to multiple milestones 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 sele
30. Ctrl C E Copy as hyperlink d Cut Ctrl x Delete Del Set out of office status as Delegate to Ctrl 5hift G Qo Visible to Set color Trip to England is now an out of office task visualised by thick grey 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 Example Team User Milestone 2 Final milestone schedule T n area exterior pt2 Textures Mission building interior usta a a a a a a P aa Example Team User Milestone 2 Example Team User Milestone 2 nal milestone schedule Milestone 2 Final milestone schedule Example Team T Vacation planning Trip to England amp Example Team User Milestone Z2 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 E a Start 2011 09 15 Date is a Thursday in September e Example Team User Milestone 7 Final 1 Emd 2011 12 23 Example Team User Mil Date is a Friday in December Phedulel in area exterior pt2 e Exar Duration 8 weeks and 3 days Final milestone sche Textures Mission building interior EAFA cae ie Example Team User es Special effects
31. Email application Version 1 0 2010 04 24 2010 05 18 Boa rd view Top Previous Next The main goal of the board view is to create manage and analyse items by arranging them on a virtual board sim ulating the large physical boards often used in agile projects The board can be configured to display either a swim lane column matrix or a Kanban Planning Quality amp cpusance Product backlag Board O Sprint Backlog mem Break down elete Undo Redo Mars 5print Sprint Prototype Columns Status Lares Assigned to Settings beled j Incl Inz il implem 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 display 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 Select a 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 vi
32. Email application F h i 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 inl aap eS Biaid uf Completed Bieri e Mot done Baie 4 Het dane 3 Hot dene Not done epieted 4 Mot done a Cemplebed gf Completed x Completed uf Completed AF Completed s Completed 4 Hot done i Mat dine Points 55 points 3 poini J pains 12 points poings 5 peint J pem pHni amp points 1 rr 5 peint 1 paini 1 point 10 points 5 pings 5 points 5 peint 3 pains 1 minr 1 af 53 points Eme ee Tee d Attach files Top Previous Next The sprints can be customised with different columns that cover a large spectrum of agile needs Please see the customise columns page for more information 59h Sprints Hz Email application Prototype 2010 03 29 2010 04 23 People All project members El Burndown chart 69 hours work remaining 3 of 13 points done hore data El Sprint backlog items 4 Email accounts As an application user I want to create delete and edit email accounts Not assigned 4 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 Not assigned L
33. 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 Dur ation will auto type to days if you write Duration 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 Since 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 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 20 returns all items with more than 20 points Explicit typing Xpoints Example of explicit typing Points 10points returns all items with less than or equal to 10 points Item type The type item specifies one or several of any kind of item task or bug in Hansoft Oper
34. Feature Sub feature ltem status Feature A Sub feature A Task 1 1 item 5h oub feature B Task 5 Task 12 Task 6 3 items 13h 4 items 18h Feature B cub feature A ask 3 Task 6 Task 8 3 items 35h Sub feature B Task 10 1 item h cub feature C Task 13 Task 2 2 Items ah h items Ash This is how the same 5 Feature A Sub feature A Mot done 2 Feature 4 Sub feature 6 Mat done 5 Feature 4 Sub feature 6 Mat done b Feature 4 Sub feature B Mat done 5 Feature B Sub feature A Mot done b Feature B Sub feature 4 Mot done 24 Feature B Sub feature 4 Mot done 5 Feature B Sub feature 6 Mat done 1 Feature B Sub feature Not done 2 Feature B Sub feature Not done report can look like when it is printed E 5 H Hyperlink Release tag Work priority Resources 10 14 Sub festure A 1 Task i 5h Feature A Sub feature A l item E Sub feature B LH Task 5 dh Feature A Sub feature B L Task 12 5h Festurz A Sub Teatur B 4 O Task amp oh Feature A Sub festur B 3 items ish 4 item iEh Feature B Sub feature A O Task 3 Sh Feature B Sub feature A L Task amp Sh Feature B Sub feature A O Task 5 24h Festure B Sub feature A 3 items 35h Sub feature B E Task 10 5h Festure BE Sub feature B l item E Sub feature C z O Task 13 ih Festure B Sub festure C 10 O Task Z dh Feature B Sub festur C 2 items 3h amp items nh Portfolio allocations Top Previous Next Examining the allocation of
35. 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 far emails easily Task scheduling projects Top Previous Next Getting started with scheduling Top Previous Next Each project has a timeline view where the activities tasks and milestones you create will be listed on the left and visualised on the right Above the timeline view is the main main toolbar and beneath it is the Activities details win dow From Hansoft 5 3 and onwards you commit items from the product backlog to a schedule This is very useful because features can be listed categorized and analyzed in the product backlog and then planned out in the pro ject view Read more about using the product backlog in scheduling projects here An example of a scheduled task in a project Planning Quality assurance Product Backlog ft To do list Agile Schedule 1 Iteration backlog item Iteration Milestone Break down X Delete Undo Redo Show w More Reports kl Completed Scheduling and Agile Items b Open Tasks gt gt Documents 2010 Q1 2010 Q2 2010 Q3 2010 Q4 2011 Q1 2011 Q2 2011 Q3 2011 Q4 lu Portfolio Milest 8 Administration g Project root Project root 4 Options Milestones he Milestones y E NextGen Game Production Plan NextGen G
36. Me use these settings ta specify a certificate authority that is nor in your OS trust Steere The GS trast store will srili be used to authenticate the Hansoft server in addition to these settings certificareverifymastnamewartches 1 Certificateverif cationbepth 9 ff You can reduce this if you have a known certificate depth cacerriticarerarh ff IT ser and found the file overrides cerr ficarecacerrificartepara catertificatebata TS Ai certificate Authority data PathTece_s ae ff cole Tr Revecat ion EE stere direct a disabled if amp mpty t LPath E tf found the file overrides CertificatecELData CRLBATA if erri enian P em kim List We FIEFEHFEEFEFEFIHE TFF TE ee ELE nan et tific idi m EmailEnableLogging O ff Logs email communication with the smtp server to the Logkmail folder ta enable debugging email settings Emailserver Seep cin Toca The SMTP server to Send emails through EmallzerverPort 2 yi The port of the SMTP server to send emails throu Emailsrroswaep ansoft Perforce a The mase appearing in rhe frees field on sent ema 15 EmailsrromEmail hansoft amp example loc The email appearing in the from field on sent emails Ema 5erverLoginsame f amp login name to use to login to the STP server Leave blank ro disable login Ea T Tser verLoginPassmword um iz y Ue password t use ro Tagin to the SWTP server Emallzecurityfratocol hone The email security protocol to use available options are None 55i or TLS Emailzend
37. Mountain object 0 of 3 tasks done r Jumps Big jump L Medium priority Mountain object 0 of 3tasks done Pipes Halfpipe Medium priority 4 Mountains Yeti Mountain E Very high priority 4 Mountains Mt Rushmore Medium priority 4 Mountains Mt Everest L Medium priority Mountains Mt Crumpet lal Very low priority G Characters Female rider lal High priority G Characters Male rider lal High priority Characters Yeti Medium priority Characters Spectator ly Low priority en e Mountain object of 3tasks done unm Mountain kk Texture terrain 2 of 3 tasks done rei or Mountain b Model geometry 1 of 3 tasks done Mountain Reference material review 0 of 3 tasks done UID re Mountain 0 of 3tasks done Character k Rig 3 of 5 tasks done Character k bk LOD step 2 of 5 tasks done Character b Texture 1l of 5 tasks done Character 0 of 5 tasks done oo OO OO OO OO OO OO OO OO OO OO v vo Backlog priority view sorted by pipeline 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 usl a sprint 2012 10 1 C Rushmore sprint Not done People All project m
38. Setting an avatar is done from the Options menu in the left hand navigation pane Ww J My personal Options Kq Change my Avatar P 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 E i i I I i i f x I I i i z I I I mm I I I The cropping tool Once uploaded the image can be cropped Avatar images have a 1 1 aspect ratio This cropping is non destruct ive 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 Upload a picture 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 Manager Chris 0 50 i Hey nice work on the new login interface The Avatar in use Import Microsoft Project data Top Previous Next 1 Open Microsoft Project 2003 or later and the project file Select Save As and save the file in XML format do not use export 2 Open Hansoft and create a new project under Administration Projects
39. Tm 2 Sub screen is nat working correctly Tester Jeff nd Re open hy 3 E mail not visible in quick view Link to selected Copy Copy as hyperlink Cut Paste screenshot as attachment Delete Tag to release CC new comments to Set hyperlink Set status override workflow View change history on View time reported on Ctrl Shitt B Ctrl C Ctrl X Ctrl V Del Ctrl Shift H F Ctrl Shift I 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 pro ject view El 4 AsauserlIcansee my e mail Incoming mail Quick view w Assigned E mail not visible in quick view Engineer Lisa Draft mail Trends in QA 4 Not done Not done amp Not done amp Not done 67h 21h 10h oh Top Previous Next Analysing trends in QA is vital in order to analyse how the quality of a product is progressing and when it is going to be finished Trends in Hansoft are a combination of data global per project per user group or individual and type Severity Bug status 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 pro jects Trends can be copied to the clipboard in order to be used in printed or web reports Go to the More menu and select Trends More Export and imp
40. Unda Item name Email application Copy Ctrl C m IN ES Copy as hyperlink 4 cut Ctrl X M Paste text as items Ctrl V Commit to sprint Delete Del Qutdent Shift Tab Committing an item to a sprint using the context menu ala team User More Sprint Email application Protatype 2010 03 29 2010 04 23 Sprint Email application Version 1 0 2010 04 26 2010 05 20 Furthermore the pre created column Committed to sprint can be enabled and used to quickly assign items to sprints to sprint fitem bug Email application Prototype 2010 03 29 2010 04 23 Email application Version 1 0 2010 04 26 2010 05 20 p Find by keywords The Committed to sprint column Managing users in agile projects Top Previous Next It is 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 oe Prototype Indent Tab Alpha Collapse all Ctrl Left oo Release Allow sprint members to insert delete or edit items E Pro to type 9012 04 Allocate users to sprint Find bugs committed to this sprint Ctrl Shift Q Delegate to Ctrl Shift G Visible to Manager Chris Tag to release Right clicking on a sprint Right click on the sprint and select Allocate users to this sprint in the context m
41. Wireframe F Completed Designer Eric Oh nee xz UI design e Completed Designer Eric Oh yu Documentation e Completed Engineer Lisa Oh oe HF Implementation 4 Notdone Engineer Lisa ah Pipelines in the schedule view Building a pipeline kanban 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 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 Dutscene Pk Level Voice 3 eg Walkthrough e eg MoCap Dun ag Animation io Level i Walkthrough oo Sign off Quality nat approved T Ta ED r mm um Sign off Quality nat approved gen i Game best gate Game QA test Not approved ods Level completed nie bF Voice e Sound part 1 mou Implementation stern Gamera amp lightning ES H Sound part 2 f ree Cutscene completed Pipeline Level can also be used as a standalone pipeline El The dungeon Level 1 te Lewel k Low
42. a path of depth two Show a path of depth three Show a path of depth four Show a path of depth five gs i e 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 an all items 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 Columns liinc 25 22 i sa Calendar You can add extra columns that can be used for additional data on each item E mail natifications Available columns Activated columns Category Release tag PINE CHRON INIT CC new comments to Sprint priority More gt Confidence Sub project path 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 Delete column Item name project path 9h Proje Milestones Sh Sprints C 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 Email accounts 4 Asan application user I can create new emails Email functions El As an application user I ca
43. added Tasks behave differently from the fixed duration setup in the sense that the duration will adjust ta the allocated amount of users and time budgeted Task completion method 9 Use only Status column to complete scheduled tasks 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 Budgeted work 248h amp h amp Ah 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 automatically 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 scenario 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 capa city of 5096 on the task it would take 8 working days to perform Fixed duration 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 col
44. and chat system with embedded images As an example you project managers executives or outsourcing partners can reply post new and edit comments on tasks Comments with images Top Previous Next 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 E icon on the text field toolbar or simply by pasting from the clipboard You can also attach them from within Hansoft doc ument system or by drag and drop from Windows Post Cancel BulCA s55 amp 5ir tii e i 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 use ful for highlighting or framing portions of an image relevant to the discussion Edit Image tne Frame Ellipse A Text Crop B Red O Undo 4 Redo f Save changes 8 Close The image editor Printing and data importing exporting Top Previous Next 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 TTR Mied Methoogies xx E Print as User story cards Start 2012 12 02 End 2013 01 02 v iPage 9i2Pages 4 Pages Page 1 2 Page 2 2
45. 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 gt Any of selected no other lt gt gt None of selected l None of selected some other Il All of selected no other None of selected or some other l Il All of selected some other gt gt gt At least all of selected lt lt lt First is any of selected gt gt Non first are any of selected lt Ec 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 specified in the ISO 8601 format YYYY MM DD The following operators can be used on dates and times Description Operator On date Not on date After date gt Before da
46. available for how Hansoft deals with inserting and copying pasting items Agile and Scheduling Scheduling methodology F Show activity number in the leftmost column F Show predecessor and successor activity columns F Highlight tasks on Critical path Agile methodology Translate estimated ideal days into work remaining and scheduled task duration Agile and Scheduling provide options for both the Scheduling and Agile modes Documents Location of documents on your computer Ci 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 In person to person chats IF In group chats Undocked chats IF Open chats undocked Stay on top by default App badge counter Add unread messages from users IF Add unread messages from groups Enter key sends message The Chat section includes preferences for sounds badge counters and how undocked chats should behave Setting an avatar Top Previous Next To make it easier to tell users apart 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 permission by the users themselves
47. 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 po oE w 2012 09 13 13 17 crashlog txt Chris Edit m Manager Chris nt on gemere l attached some more Last modified 2012 10 03 10 51 crash logs Attached by Manager Chris 2012 09 13 13 16 Engineer Lisa Assigned 2012 09 13 13 16 Engineer Lisa New Attach files 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 C screenshot 20121003 png 70KB C QA Screenshots Comments on adding these files Screenshot of the firewall settings The Attach file dialog Supported image file for
48. done Artist Fred a a Art signoff PUTA i Script layer amp Not done Not assigned us Game test gate Not done Not assigned RE Sound Not done Not assigned Lf MCE Not done Not assigned Implementation Not done Not assigned The art lead now has the task in their To do list ready for review Lead Artist Mick To do list 1 Documents la Portfolio To do list Pa T Description Status Work remaining Timeline Help Kanban Project D Exit 4 Sprint My Kanban Sprint 2012 10 29 Cutscene 1 Level o o Review by art lead Not done Not set Projects Low LOD Kanban Project The art lead 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 2012 10 29 EU EFIE Level E e Mot done gt Wi Quality not approved Low LOD pum Completed gt E Quality approved Blocked 3 amp To be deleted ps Find by key 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 Cutscene 1 Mot done ts Cutscene Level s a Walkthrough F Completed Not assigned w x MoCap ef Completed Not assigned d F Camera amp Ligthing ef Completed Mat assigned E El Level amp M
49. e nsert 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 eDelete deletes the activity eOutdent outdents the current selection Read more about this in the Indent outdent and summary activities sec tion of this help manual e ndent indents the current selection Read more about this in the Indent outdent and summary activities section of this help manual eDisconnect removes all connections to and from the activity eSet 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 k 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 Reference player model VOCap data Prototype VO session in LA Anim Behavior animations Anim Example Team User Business Unit 3 Programmers Scripters Scrum team 2 2010 04 Animation test design prep E Example Team User Animation test shoot prep amp i Example Team User irea test shoot amp i Example Team User t post shoot i Example Team User e design prep zx Example Team User Animation H S Animation bis Ani
50. expire 0 Humber of passwords to save in history O 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 User must change password next logon IF Password never expires IF 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 ff Options Help My personal Options C Exit Change my Avatar Change my Password The Options menu in the Hansoft navigation pane E mail configuration Top Previous Next Hansoft can be configured to send an e mail when a user s schedule is updated before a milestone 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 Hansaft Project 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 server 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 I smtp mycompany com Port 25 Mame appearing o
51. 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 for the deleted user or you can choose to remove the user completely Deleted users do not consume a licence and cannot be restored to active accounts within 30 days amp Delete user accounts but save assignments and history Delete user accounts completely When deleting a user a choice can be made to retain assignments and task history Otherwise the user will be per manently 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 Addi tionally be mindful of any repercussions related to the SDK or to any integrations that might be affected Editing 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 plan ning 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
52. integration settings T e amp amp q 4 Export and import Reports and trends Screenshot tool Release cs Breakdown X Delete Undo Redo w Show More E 4 w29 Ghost user mode gt Assigned n w 5S 5 a Project history gt Export and import b Reports and trends b O0 Manage user view presets 9 Pipelines Kanbans and Workflows Ctrl Shift W T Customize project Customize project integration settings D Print Ctrl P Zoom view In Ctri Zoom view Out Ctri C Zoom view 100 Ctrl 0 Switch to Gantt scheduling interface Ctrl W of My personal options Ctrl O Product backlog Show More kl Create and share Reports Ctrl Shift M Manage user view presets Detailed access and restriction rules Customize OA integration settings Customize bug workflow Ctrl Shitt W Customize project quality assurance Print Zoom view In Zoom view Out Zoom view 10095 My personal options Ctrl F Cirl Ctrl Ctrl 0 Ctrl O Product backlog for Example project Hierarchy O Backlog item ci Break down X Delete Undo Redo Show More item name Product backlog history Export and import User story E a Reports and trends Manage user view presets Pipelines Kanbans and Workflows Ctrl Shift W Customize project product backlog Customize product backlog integration settings Print Ctrl P Zoom view In Ctri
53. new QA account and handle it in the same way as normal user accounts Information User groups Name E mail Password Confirm Password Semih User must change password next logon Password never expires E User cannot change password Avatar User can change their avatar canes You then add the newly created user to the project and he she can be used as a user only in QA not in scheduling Add remove users to project E mail application Available users gr E mail application t Administrator Designer Eric Producer Anna gt Engineer Lisa m E Manager Chris Tester Jeff RRRERERREERERRESERRERRESERZAERERRAZSSESSZERESSAZERSESSZSSESERRRZESERRESEREREEERRRRRDR The external tester can now be used as a user in the QA part of the project Set not assigned F 1 Designer Eric Engineer Lisa l Manager Chris Selected 1 of 3 items Tester Jeff Description Sub screen is not worki Status it Re open Assigned to 7 Tester Jeff y Find people m Importing TestTrack Pro XML Top Previous Next 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 and Export and import and then Import TestTrack Pro XML Please note that custom column fields will not be create
54. new group Planning Quality assurance Product backlog Board Sprint backlog item Break down X Delete Undo Redo More Sprint board modes Custom groups Sprint Sprint Email application am to 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 info k User story text Last comment made Assigned to Item column data F Status Work remaining Release tag Sprint priority Backlog items prioritised Top Previous Next Tip switching between different view modes priority hierarchy etc is done by clicking the tab next to Backlog item The tab title will always display the currently selected view mode Backlog item Break down Delete Undo Redo Show More Q Find The main goal of this view is to prioritise items on a higher level for the project The normal workflow for a backlog item is to enter it or commit it from the product backlog into Items in a hier archy and then prioritise it among all other items in Items prioritised independent of the hierarchy You can set priority in Items prioritised by either dragging items up or down or by selecting from Product back log priority column Priority Backlog item Break down Item name ees iori
55. on drop list types Equals to Not equals to I 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 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 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
56. presets are used by project managers to control and simply the view options for team members Go to More and Customization and Settings and then Manage user view presets More Ghost user mode d Project history Export and import Reports and trends T Manage user view presets 9 Pipelines Kanbans and Workflows Ctrl Shift W 1 Customize project 44 Print Ctrl P amp Zoom view In Ctrl e Zoom view Out Ctrl C Zoom view 100 Ctrl 0 Switch to Gantt scheduling interface Ctrl W 4 My personal options Ctrl O Create a preset and then select and apply the preset it will have an immediate effect A preset will never auto matically 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 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 Apply selected presets Team member simple view Example Team User Showing columns Assigned to Sprint priority Show Last comment in list Show Editable by rr 4 Find presets Milestones release tags Top Previous Next Hansoft provides functionality for tagging tasks and items to milestones releases Ri
57. submit check C Bypass triggers when integration is down Comments Comments should be written by Perforce Integration Never Only send email notification Top Previous Next 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 Appearance Editing Language From login options English United Kingdom Manage translations Agile and Scheduling Documents Date format 2012 10 01 From language Colour scheme Normal In views Show links between milestones releases and items in the timeline view Chat Show sub project completion percentage F 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 when an item is created edit it instantly Copy and paste E 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 to AND Under Editing settings are
58. to insert delete or change items is now unchecked Email application Prototype 2010 10 25 2010 11 05 People 4ll project members Burndown chart 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 o 7 Presenting emails As an application user I can see a list of all my emails 4s an application user I can see incoming emails in a folder gy 4 s an application user I can see draft emails in a Folder il 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 windo 4 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 Undo Redo Item name Email application Submitted impediments Delegated to Example Proj Manager and Example Team User EE Build system too slow Distributed compile servers have random downtime Need more computer memory to compile faster User stories Ton Peran Next Hansoft has extensive functionality to create edit view and print user stories User stories in agile methodology are high level feature descriptions formulated
59. user group and have a particular workflow or pipeline applied to it Breaking down tasks Break down options 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 workflow can be applied to the pipeline tasks Enabling break down lets users insert or paste subtasks on the pipeline task in the project view Letting users select a workflow is useful for quality sign offs on pipeline tasks Kanban options are described in the Kanban chapter Note Whenever a pipeline is updated certain information user assignments rescheduling work remaining etc might be destroyed For this reason the options above apply to newly created tasks rather than existing ones Updating and deleting pipelines Top Previous Next 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 amp Not done El Spell checking Not done Dictionary support o o Code review Completed Code feature 4 Parse e mail text a o Write code amp Not done a e Code feature 4 Suggest corrections amp Not done ts Visual feature p Wireframe 4 Format text Not done te Visual feature kk Wireframe 4 Paste images J amp Not done fe Visual feature p Wireframe 4 Document Not done
60. when you select a rdty trend 6 Closed Severity amp 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 Top Previous Next Hansoft offers functionality to link a task item bug to another task item bug One of the most common scenarios 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 Customise project both in QA and in the project view G5 Customize project Columns Calendar You can add extra columns that can be used for additional data on each item E mail notifications Available columns Activated columns Category Linked to task item bug CC new comments to Release tag Mare Confidence Sprint priority Database ID Estimated ideal days Hyperlink ID Last commented on Last updated on Originally created by Points Risk Sub project path Agile and Scheduling You can create delete or edit extra columns here nc Go to the task or backlog item and select Link to tasks items or bugs Sprint backlog items Not assigned gs fy Copy Ctrl C idom downtime
61. 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 Top Previous Next The timeline view is a cornerstone in visualising and editing activities and the connections between them This is an introduction to the most important aspects of the timeline view 2010 Q1 2010 Q2 2010 Q3 2010 O4 2011 01 2011 Q2 2011 Q3 2011 Q4 2012 Q1 2012 Q2 Milest Milestone 7 Prototype on P53 Project root Milestones Internal milestones NextGen Game Production Plan Art animation and audio Architecture Level desin P 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 4f __ Ghost user Milestone 1 Contract Executed Level 18 4f ES 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 3 __ Example Proj Manager Milestone 1 Contract Executed Exploration area exterior pti Mk1 amp eo Ghost user Milestone 1 Contract Executed Exploration area exterior pt2 Mk1 Ghost user Milestone 1 Contract Exe
62. 10 05 27 93d Character Modeller3 qpseemmm Char characterO Player Char 2010 01 19 2010 03 01 30d Example Team User character07 Player Char LL Example Team User Char character 8 2010 03 02 2010 04 12 30d Example Team User Char gharacter08 Example Team User Char characterO09 2010 04 13 2010 05 27 33d Example Team User Char characterO9 C Example Team User B Character Modeller4 2010 05 28 2010 10 01 9id Character Modeller4 Qmm Char character10 Children lt 4 2010 05 28 2010 07 08 30d Ghost resource 3 Char character10 Children E Chost 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 duration section of this manual Tip Proceed to the Working with the timeline view section of this help manual 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 My personal Option under Edit ing My personal options Appearance Editing Inserting a new item User assignment custom columns data duration and bud
63. 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 ame Ui dern When cesbed mew rk remaining for Agi femi hol ied hein Durkin Ter Saneguled Beles i dag Appgn t Break doam option Lo ched for break down orworkllow pelection Kanban egliong Mun Work In Progress VeIF items a Mema Mas duration fee th i taak Takt tine days hti Wen bak caen iab Send e mail nolifscalieeg te tamm 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 Completing a pipeline task will pro gress the pipeline activating dependent tasks El 4 Asa user I can see my e mail Presenting mail 4 Not done 57h El 4 Incoming mail Not done 21h us a Wireframe F Completed Designer Eric Oh x H UI design amp Not done Designer Eric 5h ste HF Documentation Not done Engineer Lisa 7h XO Implementation amp Not done Engineer Lisa ah El 4 Draft mail Not done 9h a xz
64. All User Story kanbans Columns Kanban User Story Lanes Assigned to Sprint board modes Kanban board modes k 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 pracesses 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 Hansaft se Create Pipeline Kanban Create Workflow Edit Delete Goto Kanban board Disable this tool o a Code feature te Dialog box t2 Interactive feature 2 ERI T re User Story Binalinm B kamham created hs anace P 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 eBy dragging each Kanban item forward you complete a step in that Kanban eBy dragging each Kanban item backward you set a step in that kanban to incomplete eBy 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 po
65. 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 lt 4 Minor Internal Milestone Architecture first pass Minor Internal Milestone VOCap MOCap animation delivery Minor Internal Milestone All content checked in 24 Minor Internal Milestone Architecture final pass Minar Internal Milestone Scripting checkpoint e 9 6 6 6 6 et e e e Minor Internal Milestone Scripting final pass done Internal Milestone 8 Prototype Game Play 1 4 How Limited visibility will affect the Publisher Calendar and working hours Top Previous Next 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 Choose Customize project in the More menu and then choose Calendar to the left amp 5 Customize project Columns Calendar E mail notifications No country selected for holidays and observances No country selected South Korea Lithuania Netherlands z Morway Week working days and working hours LL LL Mew Zealand Canterbury Province Poland Romania Agile and Scheduling No information available on holidays and observances hare Mark working days Working hours for day Monday Friday Mo work from pum Tuesday S
66. Client Description Reported problems 2012 10 17 11 42 24 j M Client Linked ta release 2010 05 19 Release 1 2012 10 17 11 42 24 Client Status Not done Automatically set when item 2012 10 17 11 42 24 Client Moved to sprint Email application Prototype 2012 10 17 11 42 24 Client This item was created In project Small Agile Project m rm rmm m i E Show detailed change history advanced Project History Top Previous Next Save a perfect copy of the project in history and then compare it to the current one Analyse slippage of mile stones 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 pro ject 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 Maore 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 5hift VW Customize praject Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 100 Ctrl Switch to Gantt scheduling interface Ctrl
67. Configuration You can configure the integration on several levels At the global level all Projects backlogs and QA sections in the database are affeicted You can override and change specific settings for the various Projects backlogs and QA sec tions The recommended way is to configure the Perforce server settings globally while leaving the Enable per force integration check box unchecked and then enabling the integration on only the projects and views that you want to be accessible from Perforce Accessing the global Perforce Integration settings Projects at Company Projects a GD HansorT E App with Kanban Z members Example Proj Manager Server license IE ned jua Game 1 Example Pray rage The st lice nse jeriod will end in lg Example project 3 members Main manager has nat been selected 2347 days on this date Large Game 2 members Example Proj Manager Archived Porttolio Flan 2 members Example Pro Manager 2020 01 01 a Small Agile 3 members Example Proj Manager Seftware Program 2 members Example Praj Manager Your license allows you to create 2000 mone users om this server fet Administration Server hostname Used by clients to connect to the Hansoft Edit hoviname E mail Connect Hanseft Project Server t your company s e mail server Configure e mail View e mail status More settings Security policy Settings members of Example project Document policy chat rooms Comment thumbnai poli
68. Ctrl C ES Copy as hyperlink 4 Cut Ctrl X Paste Ctrl V Delete Del Qutdent Shift Tab indent Tab Go to item in board view Ctrl Shift C Go to item in priority view Ctrl Shift V ma Delegate to Ctrl Shift G Go Visible to 4 Flag as user story Ctrl Shift U e Set hyperlink Ctrl Shift H 3 View selected only Ctrl Shift 5 A View change history an 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 Design engine in the picture above is an example of a summary activity The summary activity can be collapsed and expanded just like a reg ular tree just click the minus and plus signs to the right of summary 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 summary activities and vice versa The connection will then affect all activities under the summary activity More functions when editing a project plan Tor Previous Next Multiple undo redo On the main timeline toolbar you ll find the undo redo butto
69. Do not disturb User is currently not connected to Hansoft Group presence icons Atleast one member of the group is connected No other members of the group are connected Docking and pinning chat rooms Top Previous Next Docking and undocking amp Julia Artist Hansoft eae eames w Anna Manager John Producer A Hey let me know when you re back Anna Manager l x Did you have that TPS report 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 Thi Pinning and unpinning Undocked chat windows can be pinned to always appear on top of other windows Click the Pin icon to bring a windov Hansoft integrations Top Previous Next Hansoft Perforce integration Top Previous Next The Hansoft Perforce integration allows you to integrate Hansoft tasks items bugs with Perforce jobs Features Generate Perforce job spec automatically from Hansoft column configuration Integrate multiple Hansoft servers databases with one Perforce server Integrate different Perforce servers into various projects in one database Separate Perforce integration settings for different projects and the backlog and QA tabs Choose which columns should be replicated in Perforce Choose which columns should be replicated as read only in Perforce Access Perforce fix history from Han
70. E 0 0 My task My ask Q New task Mew task Co mj New templates in base library New templates in base library zs Localization features Localization features ex New interface button E Sound crash EE 0 0 Scripting Scripting g _ _ lt lt oolll mmm i iii i i 0 0 Game code Game code _ 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 Scheduled task Release X Delete Undo Redo w Show More Q Fina Q GQ April 2013 May 2013 June 2013 Activity name i 10 0 Project root a Milestones Milestones o 00 0 NextGen Game Production Plan 0 0 Internal milestones 0 0 Art animation and audio animation and audeo SJ 0 0 Core engine development Core engine development QS 00 0 My task My task V New task E New templates in base library New templates in base library gt e Localization features Localization features sex New interface button New interface button ex L Sound crash Sound crash amp zx I0 09 Scripting Saipting ques 0 0 Game code Game code It is recommended 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 J SOL PIP RC
71. K user 4 Create new user Delete users Edit user Change Avatar w More a Name User group s E mail Status Share information e Administrator Designers Leads Online e Anna Manager Leads Online e John Producer Leads Producers Online e Julia Artist Designers Online e Kjell Design Lead Designers Leads Offline e Lisa Programmer Programmers Offline T Tester QA Offline The user list 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 eName shows the full name of the user eUser group s shows the groups that the user belongs to Read more about allocation and user groups in the Portfolio allocations section eE 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 synchronisation among the co workers themselves Read more about activation and usage of E mail in E mail configuration eStatus 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 the name title and password for the user 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
72. LOD 3 af Walkthrough ae HF Low LOD Sign off Quality not approved 1 High LOD db Sign off Quality not approved SAN Script laver bee Game best gate Game QA test Not approved Honest ren Sound Kanban wall view A powerful visualisation 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 far art assets or other task pracesses 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 a 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 gt More Example workflows Edit workflow access rights t 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 sequ
73. Mem ber of User groups menu where you can also create a new group or by using the Edit user dialog Edit user Change Avatar Member of User groups Add users to new group Member af Prajects Designers Leads Producers Programmers Q A Adding a user to a group using the context menu Edit user Information E E User groups Available groups Member of groups gt Designers O Leads Producers gt Programmers o QA 4 jJ Create group s Rename group s Delete group s Cancel 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 Top Previous Next JP Name User group s E mail Status Fal Administrator Designers Leads Online a Anna Manager Leads Offline 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 O Mo The user can log on to the project server Administration i W Yes amp Mo The user can create and manage users and projects Portfolio Allocations l Yes No The user has access to the Portfolio Allocations view Documents i a Yes 7 Mo The user has access to the document view The profile settings section of the User administration panel Every user can have their
74. Naviga Item details Io do list d Project ewe O Timesheet D Mewsdeed F Sew Find 5 Deierptien Status dre ee T Sprint backlog item d E mail application Hamg Aran applicgtiqon user 4 Sprint Prototype tubes ick Heb dang Th Work remaining 18 AJ A appacsti n ues Lean Tet dranl nemad Pregrety F ret maenbenance Jin pregnra 120900 2012 00 14 da Release tag 4 bap b PaungesaE n no handing ingen re Azigned Aradtir 5ub preen amp nol working cometi oy Agiigned Amahie Ogame The To do list with the Item detais window active For more in depth management of tasks the To do list can show a Details window for the selected item This is done by feed Show Find Lh Show Archived items Shaw 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 The News feed Toe Euewions eni The News feed is a live stream of all the activity deemed relevant to the user By default it includes all activity 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
75. Previous Next To report a bug in Hansoft click on Report new bug or press Ctrl N Cmd N ID Description Assigned to Status T 1 Firewall is not handling incoming traffic Ul Engineer Lisa AXfR Assigned Tt 2 Sub screen is not working correctly Tester Jeff mS Re open ui 3 E mail not visible in quick view Engineer Lisa eu Assigned New bugs reported by me hy 5 My first bug Not assigned g 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 Bug Detailed description Steps to repraduce Description My first bug Status f New Assigned to ie Mot assigned 2012 10 03 16 22 q More Manager Chris New Reported by Manager Chris Severity i everity E Attach files Organise Please note that you can use html tags such as bold and lt bold gt or lt URL 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 10 Not done 10h Quick vi ew 4 Bugs My first bug ar Assigned Bug workflow statistics Top Previous Next 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 reg
76. Transition Users groups allowed A All project members 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 workflow Found ID Description Assigned to Status in F Severity 3 i Firewall is not handling incoming traffic W Engineer Lisa i Assigned E v4 2 Ji 2 Sub screen is not working correctly Tester Jett HE Re op 1i 3 E mail not visible in quick view Engineer Lisa Ht Re open P Find by key Main project managers can also override the bug workflow by right clicking on a set of bugs and selecting Set bug status override workflow Copy Ctrl C Copy as hyperlink D B 4 m x Cut Ctrl X Paste screenshot as attachment Ctrl V Delete Del Tag to release Ed CC new comments to G Set hyperlink Ctrl Shift H Set status override workflow d yte Assigned fy View change history on Ctrl Shift I ia xil View time reported an P iios d Re open m Resolved 3T Verified ae e e Customising bug workflow Top Previous Next Changing the bug workflow Top Previous Next To customise the workflow in Hansoft you either have to be a Main project manager or you need to have the pro ject profile setting Can edit all bugs under Administration You customise the bug workflow by creating new bug statuses and transitions limiting those who can go from one bug status to another and then connecting th
77. Undo Redo Show More The toolbar for working in Scheduled mode Tip When you are finished inserting tasks and milestones 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 pressing 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 milestone by clicking the Release button on the toolbar or by pressing Ctrl M Cmd M The milestone 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 Top Previous Next Changing Task properties The activity list allows for basic manipulation of task name start and finish dates duration and the users allocated to a task El Character Modeller2 2010 05 28 2010 10 04 92d Character Modeller2 Qmm Char character 4 Enemy 2010 05 28 2010 07 08 30d Example Proj Manager Char character04 Enemy E Example Proj Manage Char character 5 Enemy 2010 07 09 2010 08 18 29d Example Proj Manager Char character 5 Enemy Example Proj Char character06 Enemy 2010 08 19 2010 10 04 33d Example Proj Manager Char character06 Enemy n Example El Character Modeller3 2010 01 19 20
78. V A p e ie E a a sort selected items Sort by start date Ctrl T Scheduling actions Sort by description View selected only Ctrl Shift 5 5 Sort by user View on timeline Ctrl 5 Sort by column CustomPrio Ctrl 1 View change history an Ctrl Shitt Sort by column Release tag Ctrl View time reported an You can now arrange them by numeric data in the custom CustomPrio column and user in this case keyboard 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 Find e a M y 2013 June 2013 July 2013 E 0 095 Project root Milestones tones a E 0 0 NextGen Game Production Plan B 0 0 Internal milestones 3 072 Art animation and audio 10 0 Core engine development re engine development 2 j El 0 0 My task My task Y Sound crash Very high Sound crash zs New task Mew interface button New interface button zx Mew templates in base library E Medium New templates in base library zs Localization features m Very low Localization features E 17 0 Scripting np 0 092 Game code _ lt lt _ lt To perform user leveling for one or more users it is recommended that you use Show and then Show individual al
79. W PP PP Bee My personal options Ctri 0 First review the project history auto save options Automatically save project to the project history on a weekly or daily basis Alternatively you can turn auto save off entirely F amp 5 Project history auto save When and how often should Hansoft automatically save the project plan to the history archive Never Weekly on this day Daily Save at this time 06 00 cw ax Lem Press Ctrl J Cmd J or select from the menu to view project history Displayed is the nearest saved history 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 gr G5 Project history for Small Agile Project Select a date in the past More on selected date Mo more plans available 7 Compare historic version to current Showing October 2 2012 11 34 52 Show More Qin Q 2007 June E Sh Project root Mot done Milestones 4 Not done lt gt Release 1 lt gt Release 2 Q Release 3 E Sh Sprints Not done E Co Email application Prototype 2010 03 29 2010 04 23 Sprint backlog items Q Not done As an application user I want to create delete and edit email accounts Mot assigned f Completed As an application user I can create new emails Mat assigned Not done As an application use
80. Welcome to Hansoft Project Manager Top Next Hansoft Project Manager covers a wide range of functionality Dependent on your role different sections may be of interest to you For project managers eRead through Administration to familiarize yourself with the administrative tools eGet an overview of Getting started with Agile planning Task Scheduling or Quality Assurance components For team members clients and outsourcing partners eRead through the information about the Using the To do list or Reporting bugs C Copyright 2004 2013 Hansoft AB All rights reserved Administration Top Previous Next 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 Customise timesheets Creating and managing users Top Previous Next This section of the application is found under Administration in the left hand navigation pae Administrator Users Prajects Shares fe To do list createSDKuser 9 Create new user Delete users O Documents la Portfolio Name User group s E mail e Administration e Administrator Designers Leads Pa Options e Anna Manager Leads Help X David Contractor deleted Programmers 7 a e John Producer Leads Producers e Julia Artist Designers The administration section of Hansoft The user list 5 Create SD
81. Xtreme Programming that can be committed to a sprint eSpecial customisable agile columns such as category complexity points confidence estimated ideal days pri ority 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 prioritised view The schedule view offers the full complete schedule for the project with all sprints milestones 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 i 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 pam Ero bans Ferrary Geeky ai parara Preahet baci LLL Laco E ipi aa O Zewu F eens dera Die E Dante Li ee m ie m de Gy Fea Li Fe gia m Li 1 m T T F 1 m 7 1 Li mE i a a X a ee eee 4 n urn irah d me Ex du woe Py PRESS E G Email applicatian Pratatype aol a Aan Fani a l Lig piper eo pipa m hr e al fran Kd medan p d harper cama Fej B paar ar
82. You can work with multiple bugs at once in Hansoft By user m rn rn rmn rm Change orig Type of change Client Client Client Client Client Click on the button in the details window Status First assigned user Description Status This item was created Bl w Open in separate window You can now work with multiple bugs in separate windows Changed to Assigned Engineer Lisa 100 Firewall is not handling incoming traffic Mew In project E mail application QA Top Previous Next ID 2 Sub screen is not working correctly Description Sub screen is not working correctly Description E mail not visible in quick view Status tt Re open d Status 1f Assigned f Assigned to Tester Jeff k More Assignedto A Engineerlisa lt b More Reported by Engineer Lisa Reported by Manager Chris Detailed description Detailed description 2017 10 07 17 10 Manaaer Chris Re onen 2017 10 07 17 15 Manaaer Chris Assianed Attach files ww al Attach files Assign bug dependent on classification Top Previous Next 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 then Customise extra column and create columns Columns E mail notifications You can add extra columns that can be used for additional data on each item a Avai
83. a member of Only on items I am assigned Only from these users Completion status E Include news types Workflow status E Friority changes 4 Comments The Timesheet Top Previous Next 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 Administration section Viewing the timesheet To do list 2 Project view Timesheet News feed Show Find 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 a Work 48 hours Man Tue Wed Thu Fri at Sun 1 Fi 3 1 5 6 7 9 10 11 12 13 14 15 16 17 18 19 20 ral 2 23 24 415 2b 27 28 29 30 31 2012 10 08 amp hours total Activity Type Project Started Finished Duration E mail application osoo 1600 98 00 3 Delete Administrative time IHness Official statutory holiday Recruitment Unutilised overtime camp Vacation annual holiday 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 customisable by the administrator but the most common one is work In addition user may enter a project to which
84. ack log Options for Showing comments and User story or Detailed description text are available in 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 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 C My Old Sprint 2010 03 07 2010 03 26 Burndaow Copy as hyperlink El Sprint ba Cut Ctrl X di Paste text as items Ctrl V Insert sub project Ctrl U Ho Sn Delete Del People 4 Burndov Qutdent Shift Tab El Sprint ba Indent Tab unts a Collapse all Ctrl Left 0 O g Allow sprint members to insert delete or edit items Allocate users to sprint amp er user can access it C Find bugs committed to this sprint Ctrl Shift Q Delegate to Ctrl Shift G Visible to Tag to release H People 4 Burndov Sprint bal i Archive Set hyperlink Ctrl Shift H View selected only Ctrl Shift 5 View on timeline Ctrl 5 View change history on Ctrl Shift I Show them again by selecting Show Archived items Show w More Show Individual allocation Show Last comment in list Show User stories in list Show Assigned to me only You can also show workload for individuals s Redo w Show More
85. ade to the job is reflected and the changelist that we associated with the job is available under the Perforce History tab If you have PAWeb installed the hyperlinks in Hansoft will open the cor responding page in PAWeb Planning Quality assurance Product backlog All bugs in this project Find by keywords Se Reportnewbug X Delete Undo Redo Show w More Reports k New E Sorted Yy Description Assigned to Status 0 a Administrator EET m 44 Another bug Administrator itt Assigned m 45 A third bug Administrator it Assigned 4 Selected 1 of 3 items Bug Detailed description Description A bug statu Assigned to Administrator gt lt gt More Reported by Administrator Binding Hansoft users to Perforce users Steps to reproduce Fix history for perforce job 2013 06 05 13 43 17 Changelist 1 added by user my workspace Bug fixed To be able to perform checks at submit you have to bind Hansoft users to Perforce users This is done under the Users tab in the Administration view When you enable Perforce on a user the Perforce integration tries to do an automatic match based on name and email address You can also choose users manually from the list of all Perforce resources Edit user Information User groups Perforce Enable Perforce on user Administrator Administrator mikael gunonarsson hansoft se Options F Allow user to submit changelists without jobs atta
86. ame Production Plan y Q Help Internal milestones Internal milestones lt YY Exit El Art animation and audio Art animation and audio amp El Architecture Architecture y El Level design amp p Level design y y wt 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 pt1 Low LOD Ghost user Milestone 1 Contract Executed s Exploration area exterior pt2 Low LOD Exploration area exterior pt2 Low LOD Ghost user Milestone 1 Contract Executed i Lean G Scripted events and levels Level 18 Level 18 Internal Milestone 9 Alpha Prototype Prod 2 i 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 pti Mk1 Ga Ghost user Milestone 1 Contract Executed Exploration area exterior pt2 Mk1 Exploration area exterior pt2 Mk1 Ga Ghost user Milestone 1 Contract Executed El Textures Textures y Textures NPC and mission area start zone Textures NPC and mission area start zone Milest
87. ame section Fill in the server hostname that your users would use to connect to the server An example would be hansoftserver mycompany com Lise Pregeris Shangr f dott E Ceenemurer ereman P idium FT change stis F More O Decament HANSOFT Parilalin la Name User groups E mail Shabut adn a Dine Seren lcenes Options e i Tre current ixence persad will end in amp Help i AI diri on this date Ue Ext e Hs The piret hziboaree ki used by dieti bo concedi de the Haeo Project bawat A pect ad 20H51 g fhe bare horiname Tar generating links to dopamenbr dats and dor stiartmnentr and image Propecia m m ieu E Your lipence laws you Eo create 1955 i Email application AddEis alh Dhr terret Eedtraree ri nged wien Phe iere gi uzing iel igned certreated more cens on hit senger I Mes that Fave been auto generated by Mansott Linders confiqured comecth cents will receare dt oe miig amit ceibfseate Redan meirmatehet wien atberebrsa LS canned O Upprede licence Server harinkne HOSTHAME Used Ey clients 12 cornet bo Ehe Hantit Reject bereg 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 hostname but are trying to connect to localhost Solution Make sure you re connecting to the same hostname as has been specified in the Server hostname field as described in the section about Server hostname Hansoft 7 0810 x64 i Hans
88. amp dminEmailzTa MITAD BA Toga if Tia email address to send administrative emails to EmallserdiudmintmailzToMame Aderiin ff The name for the email address ro send istrabius emails to a m k The comments in the configuration file document the various settings The most important part to fill out correctly when the installer runs is the email configuration All errors and notifications are sent to the administrator through email so make sure that you have the email correctly configured before you edit the other options After you have changed the configuration to your liking close the notepad application and the installer will finish and the service will be started Any errors are logged to file in both the Log folder of the installation directory as well as via email If you need to change the configuration you can find the file PerforcelntegrationSettings under the installation folder c Pro gram Files Hansoft Perforce Integration PerforcelntegrationSettings When you have changed any settings in the configuration file you need to restart the Hansoft Perforce Integration Services HPMPerforcelnt service in order for the changes to take effect All Hansoft integrations against a Perforce server must be handled by the same Integration Service even if itis a different Hansoft server that is going to be integrated This is accomplished by specifying two HansoftDatabase sec tions in the configuration file Hansoft
89. ard 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 process Go to the bug workflow and press Show status statistics on the toolbar rV LF Status New 3 unique bugs passed status 3 times Awerage total time bugs spent in status OdOhzm Average time until status change Od 0 h2m Go to status Assigned when assigned Bug workflow Top Previous Next One of the most fundamental parts of Hansoft QA is the bug workflow The bug workflow is unique for each project and is fully customisable Each and every bug is bound to the workflow and only Main project managers can over ride it The bug workflow The bug workflow decides eWhich bug statuses there are New or Assigned or My own bug status and their visual appearances eHow the bug workflow is progressing going from New to Assigned and from Verified to Closed for example eWho can report bugs eWho can go from one bug status to another only user group QA Testers can go from Resolved to Verified for example eAuto assigning bugs to an individual or user groups such as user group QA Testers for example when reach ing a bug status eForcing users to enter bug status before progressing in the workflow eNotifications to users groups when a bug reaches a status for example user group Project managers should receive an E mail when a bug reac
90. as a certain custom column item selected for example custom column Hidden set to drop list item Hidden Yes hides the bugs from user group Outsourcing part ner The rules are global 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 E Create new rule Rule type Detailed access and restriction rules This rule will affect these users and groups Designers Create rules that give or restrict access to columns deletion cc Rules are applied globally for this project and affects both Quz Columns and other parts of Hansoft affected by this rule Data partofHansoft Yes No Adding removing editing documents Yes 2 Rate dea Customising extra columns No Customising workflow F Mo Deleting bugs Yes E mail settings No Editing comments Yes Editing data in column Assigned to not To do list F Mo Editing data in column Description E No Editing data in column Severity E Mo Editing data in column Status E Mo Editing detailed description F Mo Editing steps to reproduce E Mo Exporting data XML XLS etc E Mo Importing data XML E No Overriding workflow F Ho Report editing
91. 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 natifications Sprint prediction method 3 days weighted average Agile and Scheduling Length in days when creating a sprint 20 More User stories L When a backlag item is created it should be flagged as a user story In customise project you have the option to have backlog items both in the sprint and the backlog flagged as user stories by default Columns Calendar Agile general E mail natifications Sprint prediction method 3 days weighted average Agile and Scheduling Length in days when creating a sprint 20 More User stories 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 Cmd B and select Items on a wall you can work with user stories on a virtual wall Board O Backlog item cs Break down columns lanes None i Not done You now have a User story area to write in in the activity details window at the bottom In progress am E 3 cards Mot done lt Selected litem Points 7 Backlog item Mame As an application user can create new em Add a comment Points 7 Release tag lt gt Release 1 You can find al
92. ase sensitive lt lt Greater than equal gt Greater than equal case sensitive gt gt 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 Description Equals to Not equals to Synonyms Z2 t ot I IO GE GNI I gd Greater than gt gt Less than 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 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 Equals to Not equals to Since the Boolean column returns a number the operators for the Number type can also be used Example Scheduledconditionlnprogress 1 returns all scheduled tasks that are currently in progress Explicitly typing true or false
93. ate the Hansoft SDK Account Administrator Users Projects Shares ft To do list Create new user Deleteusers Sy Edit user Change Avatar More Documents la Portfolio Mame User groupis E mail Status fa A u a 7 Administrator Online af Options ea Example Proj Manager Project Managers Programmers Scr Offline Last activity 2013 07 25 7 Help ral Example Team User Business Unit 3 Programmers Scrip pp greatstudia com Offline Exit Create SDK User Name SDK User Sorting Name Password sesssesses Confirm Password esesesses Services Provided Account can provide login authentication integration services F Account can provide credential resolution services Chat SDK user available for chat You are now ready to install the Perforce integration The integration runs as a service that connects to one or sev eral Hansoft servers and one or several Perforce servers This means that you don t need to run the integration on the same server as the one that runs the Hansoft server or Perforce servers As long as you are able to connect to both the Hansoft server and the Perforce server the integration service can run on any machine Run the HansoftPerforcelntegration X XXXX exe installer to install the service The installer will pop up a notepad that lets you edit the configuration file for the integration Hansolt Ferfcece nbegration 7 1011 Setup m amp Ine
94. ation and limited visibillity Top Previous Next Delegation and limited visibility on sub project items are vital components in structuring and organizing projects 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 cre ate 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 con trol over some parts In larger projects this is often necessary to make the project and its organization effective Delegating is done by right clicking on an item or sub project and selecting Delegate to 76h 14 492 Project root Milestones x Visible to Publisher B76h 4 4 NextGen Game Production Plan Internal milestones x Visible to Publisher 14 5 Art animation and audio Delegated to Art El 0 0 Core engine development 4 New templates in base library 4 Localization features 4 Mew inteface button 4 Sound Crash El 76h Scripting amp Delegated to Lead um E T 3d IgE j IT EI a Sprint 7 2010 11 03 2010 11 16 C Game Code i Delegated to Lead Game Programm ro p Sprint 7 2010 11 03 2010 11 16 Delegating a part of a scheduling project Sh Project root Milestones El 9h Sprints
95. ations The user has access to the Portfolio Allocations view Documents i Yes O No 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 Administrator Find Allocations ih To do list Users More Documents User 2012 11 05 lu Portfolio name fe Administration a Ei 100 Options f Ope Designers Team Blue Help 88008888 C Exit eee 100 Engineer Lisa Projects Engineers Team Blue 8 8 0 0 8 8 i 100 Manager Chris 777 q Designers Leads Producers Team Blue C Il 1 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 especially 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 colours that indicate Portfolio allocations from 096 and upwards In the most zoomed in mode in the timeline view and under the Portfolio allocations 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 detai
96. ators Description Operator Synonyms Any of items H Any of items some other gt gt gt Any of items no other lt gt gt None of items None of items some other Il All of items no other None of items or some other l I All of items some other 5s gt gt At least all of items lt lt lt First is any of items gt gt Non first are any of items lt Ee Example Committedtosprint Email application Prototype returns all items committed to sprint Email application Pro totype 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 BI 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 BI As an application user can reply to emails BI As an application user can for ward 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
97. aturday S work from Wednesday F Sunday Thursday work from Settings for specific days x l October 2012 lt lt click to select a date Wed Thu Fri 3 4 5 Settings for selected date 10 11 12 1 This day shauld follow the standard calendar setting This day should be a working day 17 18 19 24 25 26 31 This day should be a free day Custom working hours for this day work from to work from T to wark from to The window is split up in three parts Holidays and observances Week working days and working hours and Set tings 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 general work ing hours for the week Free days are marked grey in the Calendar and are also shown in the To do list and in Port folio 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 who
98. atus 4 Options orc ColorsPalette jpg J 11 KiB JPG File 2012 09 20 17 16 o Help we DesignHighConcept dom Lh 397 KiB Microsoft Word Document 2012 09 20 17 16 C Exit Eis Mockup jpg g 11 KiB JPG File 2012 09 20 17 16 E ReferenceImages zip fi 6 KiB Compressed zipped Folder 2012 09 20 17 16 Projects Chat rooms Designs lt O Current file folder A typical documents folder Permissions for reading and editing documents Root Projects E mail application E Name Size Attachments Ey Desi Gh Copy files Ctrl C Cut files Ctrl x Paste files Ctrl V Show file history Check out file s Check in file s Discard file changes Delete file xtt QU me Rename mowve file s Set file permissions Copy to my computer Create new folder EY C tB 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 Docu ments 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
99. b 1 As an application li High priority 2 4 s As an applicati ij High priority 3 s As an application us E Medium priority 4 in appli i Medium priority 5 f Security As an application user g Medium priority 6 As an application u E Medium priority 7 s As an application lg Low priority 8 FEC As an application user war E Low priority 9 sub d impe Build syster lg Low priority 10 54 i s Distributed 11 ubi s Need more 12 As an IT administrator wa 13 mz ons As an application us 14 onta AS an application user car 15 terfa As an application u 16 resenting emails As an application 7 18 As an application Selected 0 of 18 items Backlog item Break down Delete Undo Redo Committed TTF Status Email application Not done Email application Completed Blocked Not done Email application Mot done 4 Not done a Completed Not done Not done Blocked 4 Not done 4 Not done Not done 4f Completed Not done Completed Email application Completed Email application Completed Delete Undo Redo Show Linked to task fitem bug Show More More Q Find 7T points Release 1 W 1 point Release 1 E 5 paints 2010 05 15 Release 1 5 points lad 3 points Release 1 E 5 paints 5 points 2010 05 15 Release 1 m 2 points 2010 08 30 Release 2 W D points 2010 05 15 Release 1 0 points 2010 08 30 Release 2 0 points 2010 12 25 Rel
100. ber 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 0 Ctrl Plus Ctrl Minus do Tab db V do Shift W db P Hoty d Enter db K 36 Shift M db A 3 Shift H do S 6 T 35 Number 1 9 db W 3 Shift P db L d5 F 3 Shift O do Z do Shift d O db t J 3 Shift S d 0 3 Plus t6 Minus 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 start date Sort tasks by extra column 1 9 numeric Switch between agile and gantt scheduling interface 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 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 db d Enter dE ae 38 Shift up down th A db C d5 D d5 F d G db i Move items tasks vertically Expand all under sub project Reply to post reply comment Collapse all u
101. ble with a report active Individual reports can however be flagged to allow the Find function to be used In the Report editor click More and Report settings KE More Advanced Report settings 1 Select visible report columns Entering the Report settings Enable the option to allow Find when the report is active amp Settings for report Report 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 Find Planning Quality assurance Product backlog Report Engineer bugs Find by keywords Firewall E Report new bug Delete Undo Redo Show More Reports kl Engineer bugs ID Description Assigned to Status Severity Te 1 Firewall is not handling incoming traffic ill Designer Eric ir Assigned Exporting report results Top Previous Next 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 E 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 repart This is how a raw report grouped and sub grouped in Hansoft can look like when exporting to spreadsheet and load it into Microsoft Excel A C D E Item name Work remaining
102. board Notepad for example E3 Microsoft Excel Boki i Ark Redigera Visa Infoga Format Verl HOSE BSG O76 4 sat AT fe lask A 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 Email application Version 1 0 2010 04 24 People All project members Burndown chart El Sprint backlog items Copy Ctrl C Copy as hyperlink Cut Ctrl X Paste text as items Ctri V Delete Del Secu rity Top Previous Next This is a page giving information about possible causes and solutions to the trust verification error displayed when connecting to a Hansoft server Troubleshooting For help in 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 lign Deine New 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 client 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 serve
103. ched Using Hansoft reports to replicate tasks bugs You can use reports that you have created in Hansoft to select what tasks bugs should be replicated to Perforce Only tasks bugs selected by the report will be replicated Create find criteria Create excluding criteria Disconnect d f Delete Ca Redo Sort and group report by Report query In project Ferforce 5tatusWorkflows Closed OR 8 bugs Status Vorkflow Resolved The report is selected under the general settings tab in the integration settings Project Integration Settings Perforce OA settings Perforce OA column Perforce QA general F Override project settings Add a Synchronize with Perforce column to the project controlling replication per item If no value has been selected in the Synchronize with Perforce column replicate item by default Override project settings F Override project settings By project manager By all m Using triggers for submit checks When you change a status on submit or edit the Perforce integration performs a check to see if the new status is valid and the current user has the rights to transition to it If this is not the case the integration silently reverts the status If you want feedback from Perforce you have to enable the trigger that is included with the Perforce integ ration Under the Perforce integration install directory you will find an application called HPMP4Trigg
104. cklog priority column gt x Use predefined Product backlog priority column gt My Custom Prio Committing items from the main backlog toa to previous sprint m One of the cornerstones of the agile workflow in Hansoft is the ability to commit items from the product backlog 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 sprint indicated by the blue line in the sprint backlog Rushmore sprint 2012 10 41 PaL People All project members Burndown chart El Sprint backlog items Levels Racing Rushmore Ridge te Level Mountain Characters Objects amp Not done a Product backlog for Kanban Project w Hierarchy O Backlog item cs Break down X Delete Undo Redo w Show More Pipeline E Item name Kanban or Workfi Points Status Levels 0 points Not done Racing Rushmore Ridge Level Mountain Characters Objects 0 points 4 Mot done Level 0 of 7 tasks done O points Not done Level points 4 Not done Ye Olde Yeti Yeller z Epic Everest Elimination oo OM ii Committing items from the backlog to the sprint using the board view Items can also be commited using the context menu Hierarchy O Backlog item cs Break down X Delete
105. committed to a sprint but assigned to a milestone are also included in the burndown numbers Milestones Not done lt gt Release 1 4 Hide burndown 3 hours work remaining 10 of 25 points done Go Product backlog for Small Agile Project Hierarchy O Backlog item cs Break down X Delete Undo Redo w Show More Rele Release Item name Points gt Rele tag 9h Spri Email functions 12 points 4 As an application user can create new emails T points Release 1 E As an application user can reply to emails 2010 05 19 Release 1 As an application user can create automatic rules for incoming and outgoing email D points Bc O Presentina emails 8 points Involving team members Top Previous Next Involving team 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 addition to this Hansoft also provides functionality to break down backlog items into tasks and prioritise 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 b
106. cted Show activity in timescale view Sort extra column 1 9 numeric Sort selected by start date Switch between agile and task scheduling interface 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 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 JE d Enter d 3 Shift up down db A db B d C d D d5 F ib G e th J K cB sp M 6 N Insert 6 Number 1 9 db 0 ib P dt Q ib R Gb 3 d Shift A d Shift B de Shift C de Shift G de Shift H 3 Shift Number 1 9 Shift O d Shift P de Shift R de Shift S to Shift T d Shift V d Shift X ET ab U V ib W ib X Move items tasks vertically Expand all under sub project Reply to post reply comment Collapse all under sub project Move items tasks v
107. cuted 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 2010 01 2010 Q2 2010 03 2010 O4 2011 Q1 2011 Q2 2011 Q3 2011 O4 2012 Q1 2012 G2 Milest Milestone 7 Prototype on P53 Hae LS S esl i d E a a NextGen Game Production Plan ee Dl 1 1 1 1 Architecture Level design G NPC and mission area start zone Low LOD __ Ghost user Milestone 1 Contract Executed Exploration area exterior pti Low LOD Ghost user Milestone 1 Contract Executed Exploration area exterior pt Low LOD f _ Ghost user Milestone 1 Contract Executed Level 18 4f Em Internal Milestone 9 Alpha Prototype Prod 2
108. cy Example Proj Manager E H P pont Example Team User amp 5 Perforce integration global settings Glabal Settings Column settings Integration settings General settings El Enable perforce integration Use meta space encoding Allow configuration per praject Integration permissions must be checked to enable integration Allow integration to overwrite perforce job specs El Allow integration to overwrite perforce trigger settings Perforce server p4 1666 Perforce web server p4 8080 Perforce user Hansoftintegration Use password Perforce user password Perforce client spec HansoftP4ClientSpec Accessing the Project Integration settings configures main project the backlog and the QA sections Administrator Planning ft To do list Agile Schedule Documents li Portfolio 1 Administration 4 Options Q Help Exit E Projects Accessing the QA Perforce integration settings Administrator f To do list Documents la Portfolio fe Administration 4 Options o9 Help 9 Exit Projects Quality assurance Product backlog O Sprint backlog item Sprint 10 0 No name C Sprint 2013 04 25 2013 05 14 Planning Quality assurance All bugs in this project Find by keywords XY Report new bug X Delete Undo Redo 5 5 Ep Eo oe He El Re 34 35 36 D ipti bug 1 bug 2 bug 3 bug 4 bug 5 bug 6 bug 7 bug amp Accessing the backlog Perforce
109. d and imported Y More A Create and share Reports Export and import b Reports and trends Screenshot tool Ctrl Shift M I Manage user view presets E Detailed access and restriction rules e Customise bug workflow Ctrl Shift W 1 Customise project quality assurance L Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl C Zoom view 100 Ctrl 0 Y ad My personal options Ctrl O Using Find Export ALL items as Hansoft XML Ctrl E Export ALL items as spreadsheet xlsx Export ALL items view as tab separated text Export SELECTED items as Hansaft XML Ctrl Shift E Export SELECTED items as spreadsheet xlsx Export SELECTED items as tab separated text Import Hansoft XML Ctrl I Import TestTrack Pro XML Top Previous Next 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 repo
110. d 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 W5 1 2008 W5 1 09 2008 W5 1 09 30 2008 W5 1 09 30 11 Now Now 1y Now 1 5y Now 1iM Now 1 5M Now 1w Now 1 5w Now 1d Now 1 5d Now ih Now 1 5h Now im Now 1 5m Now 09 Now 09 30 Now 09 30 11 Ranges 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 You can also specify a time range when specifying time This is done with the FromDateToDate keyword Example Start FromDateToDate now 2y now 1y returns scheduled tasks with a start date from two years ago to one year into the future Drop list types The drop list types are eConfidence eSeverity ePriority e tem status eRisk eBacklog category eltem type eProject eBug status eCustom column drop list eWorkflow eWorkflow Status ePipeline 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
111. d trends Screenshot tool Ctrl Shift M 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 0 T e IT Le G amp q 4 My personal options Ctri 0 Capture a screenshot by pressing Print screen on your keyboard or by copying a picture 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 lt a Screenshot 1 2012 10 05 13 25 20 Comment Screenshot 2 mir 7T 2012 10 05 12 25 40 Comment Close You can edit the screenshot lines ellipses text and cropping and then save the changes Edit Screenshot 2 Arow Line Frame Ellipse A Text Crop W Red Undo C Redo f Save changes Selected 0 of 4 items 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 E Reply 2012 10 05 13 36 Manager Chris Edit HG Attached screenshots Screenshot 2 png 2012 10 03 17 59 Manager Chris Assigned 2012 10 03 16 22 Manager Chris New Attach files Organise Attaching files to a bug and auto preview Top Previous Next To
112. ding I Sort and group report by Export report results gt More Sort report by First d Sort by Assigned to sort report by 5econd Sort by Committed to sprint Sort by Description Sort by ID Group report by Main k Group report by Sub Sort by Severity Sort by Status Sort by Steps to reproduce Sort ascending Ato z Sort descending Z to A Grouping a report is done first with a main and then a sub group The following column types are applicable for grouping Text Multi line text Drop list single choice Drop list multiple choice and People Sort and group repart by Export report results gt More Sort report by First Sort report by Second F Report query Group report by Main Group by Assigned to Group report by 5ub 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 Item name soap Feature Sub Item remaining feature status w Feature A Sub feature A Task 1 5h Feature 4 O Sub feature Mat done 1 item 5h Sub feature B Task 5 eh Feature 4 B Subfesture 6 Not done Task 12 5h Feature 4 B subfeatureB Not done Task 8 amp h Feature 4 B subfeature B Mot done 3 items 13h 4 items 18h Feature B
113. e in the column it is cross linked so a bug link is visible in the pro ject view 4 Submitted impediments Build system too slow w Assigned Firewall is not handling incoming traffic Options Top Previous Next 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 recommended if you switch options often The options are both personal and global and will affect all views in Hansoft My personal options Appearance Editing Language English United States From operating system Agile and Scheduling Documents Date format 2012 10 31 From language z Chat In views Show links between milestanes releases and items in the timeline view Show sub project completion percentage E 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 trans lations or import translation that the Hansoft community has done Create new and manage existing translations of Hansoft English United Kingdom Built in translation provided by Hansoft English United States Built in translation provided by Hansoft cp eb 554 edt AI Built in translation provided by Hansoft
114. e release from the drop down list This is an excellent way to compile a milestone status report Tagged to release Milestone 14 Pre alpha on 360 3 4 Milestone 15 Beta 1 on 360 2012 10 23 E Eria nn eas Pipeline Kanban or Workflow d Select Milestone 16 GMC on 360 2013 02 06 Milestone 17 Beta on P53 Reports 2015 04 02 4 View reports window Milestone 18 GMC on P53 3013 06 13 d 34 past milestones are hidden Change settings in My personal options PS Find by keywords Clear selection Use shift or control to select multiple milestones releases Customise project columns Top Previous Next You can customise extra project columns for each project and backlog in Hansoft Hansoft also comes with a vari ety of pre created columns that easily can be activated Pre created columns eComplexity points often used in agile projects eConfidence often used in agile projects e tem status often used in agile projects eRisk often used in agile projects eEstimated ideal days often used in the backlog in agile projects eHyperlink often used to integrate with SCM and asset management systems ePriority often used in agile projects eRelease tag often used in the backlog in agile projects eSub project path sub project path shown in a separate column as opposed to before item name e Custom columns types eText plain single text line eMultiline text edited in activity details window in th
115. e same way as comments or user stories eHyperlink for external links eDrop list for categories or other like asset type or sign off eNumber 1 2 3 will be summarized by top level items eNumber with decimals 1 0 2 0 will be summarized by top level items eDate 2008 05 16 select any date 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 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 colur Create custom column Category CC new co Confidenc Database I Estimated Hyperlink ID Last comm Last updat Linked to t Originally Points Risk Sub projeq You can create ot Create coluttm p cwerere coram rund Name Type Drop list single choice Can be accessed by All project members Drop list configuration Create Create item Items Item name Item icon Icon White box Green box Yellow box Red box Blue box Magenta box Orange box Done Not done e Blue face E E E pnp E E31 When selected G Auto assign to When this drop list item selected on a task item bug it can be auto assigned to a se
116. eESO SEZ Selectec 0 of 9 items Selected 0 of 0 total 3 of 15 tasks done Backlog items on a wall Top Previous Next The main goal of this view is to analyse create and work with items in alternative ways by arranging them on a vir tual 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 inform ation in a variety of different ways Board O Backlog item cs Break down X Delete Undo Redo w More Columns Release tag T tees settings Custom groups Release 1 2010 05 19 hn ki I 2 cards I 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 view and wall items a No release set Copy Ctrl C Copy as hyperlink Cut Ctrl X Paste text as items Ctrl V Commit to sprint Delete Del Go to item in hierarchy view Ctrl Shift X Go to item in priority view Ctrl Shift V Set colour Tag to release Link to tasks items or bugs trl Shift 6 Flag as user story trl Shift Set hyperlink trl Shitt F View change history on Ctrl Shift Moving items in auto group mode will affect the items when dropping them into a
117. ease 3 5 paints D points 5 paints 5 points 1 point 1 paint Release 1 3 points Release 1 bad gt 0 of 53 points r P Attach files Organize Q Find You can set the priority in Items in a hierarchy by selecting from Product backlog priority column Woo oO in o w vu h i M o C 15 16 Priority i Email functions As an application 4 Presenting emails As an applicati Email functions As an application us As an application user can see a lisi 4 Security As an application user Interface design As an application u Email attachments As an application Security As an application user war Submitted impediments Build syster Submitted impediments Distributed Submitted impediments Need more Installing As an IT administrator wa Email functions As an application us Contacts As an application user car Interface design As an application u Presenting emails As an application O Backlog item ss Break down 3 Delete Undo Redo w Show E Low p li Very low priority E Low p P Find by keywords You can set the priority in Items on a wall by selecting Product backlog priority as your wall mode Columns Product backlog priority Lanes Settings Select Custom groups Group by column Status Group by column Product backlog priority Group by column Risk Group by column Release tag Group by column Committed to sprint High
118. ecked 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 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 editing doc uments 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 Top Previous Next Chat rooms There are two types of chat rooms Individual User to user chats and Group chats that are based upon the User Groups Unread counts i Do not disturb Find people Leads Producers amp 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 ar
119. em 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 feature in the product or similar cases To activate this function you must activate extra column Linked to task item bug in customise both in QA and in the project view G5 Customise project Columns Calendar E mail notifications Category Agile and Scheduling CC new comments to gt Release tag Sprint priority More Confidence a Database ID You can create delete or edit extra columns here Delete column Edit column Go to the task or backlog item and select Link to tasks items or bugs 4 As auser lcan see my e mail Presenting mail Not done 4 Incoming mail H 7 Mot done Quick view Copy Draft Sent ma Copy as hyperlink 4 AsauserI Cut El Compos Paste screenshot as attachment 4 Doc Delete Outdent Indent Tab Go to item in board view Ctrl Shitt C Go to item in priority view Ctrl Shitt V Delegate to Ctrl Shift G Visible to Link to tasks items or bugs Ctrl Shitt B Flag as user story Ctrl Shift LU Set hyperlink Ctrl Shift H View selected only Ctrl Shift 5 View change history an Ctrl Shift I View time reported on joum suze Now go to the QA view right click and select Link to selected ID Description Assigned to Status A 1 Firewall is not handling incoming traffic Engineer Lisa ar Assigned
120. em 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 bug status If you would like to reset the workflow back to the Hansoft original click on Default workflow on the toolbar Customise bug workflow for E mail application Create status Create transition 3 Edit 0 Disconnect me Action Report new bug Can report new bugs All project members Y im Status New Go to status Assigned when 2 Transition a Users groups allowed Q All project members T Status Assigned Let users reassign in To do list iT Status Resolved EI XX Delete 2 Undo Redo More a Save gt 108 Status Closed Remove assigned users o a Transition Users groups allowed All project members itf Status Re open Assign to users that was assigned in Assigned JE status Verified o a Transition Users groups allowed A All project members Creating and editing a bug status Top Previous Next Creating and editing a bug status in Hansoft is fundamental to controlling the bug workflow Through the bug status you can eChange the visual appearance by changing icons eWhen a bug reaches this status you can auto assign the bug t
121. embers Burndown chart El Sprint backlog items El Levels Racing Rushmore Ridge Level Mountain Characters Objects 10 of 26 tasks done Not done i F Walkthrough ef Completed c Mountain Not done ie 4 Mountains Mt Rushmore Mountain kh Model geometry 1 of 3 tasks done amp Notdone e Characters Mot done ees 4 Characters Robot rider Character Rig 3 of 5 tasks done amp Not done is 4 Characters Spectator Character b Texture lof5tasks done Not done Ll Objects Not done Mountain object 3 of 3 tasks done Completed ar Pipes Long pipe Mountain object p Texturing 1 of 3 tasks done amp Not done 4 Pipes Halfpipe Mountain object p Model 0 of 3 tasks done Not done Script layer Mot done eren Game test gate amp Not done sti Sound Not done oo oo oa 4 Jumps Big jump oo 00 OG Pipeline items commited as steps in a larger pipeline Kanba ns Top Previous Next Working with Kanbans Top Previous Next The Kanban wall view is a powerful visualisation 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
122. en and here you can select specific data Data My trends My trends Global trends Praject trends And type Type Not selected Agile related QA related Scheduling related Pipeline related Custom columns Custom trend types Type Not selected Time period Last month Prediction One month trend Small Agile All users in this project App with Kanban Pick an individual user in this project Software Program User groups Large Game Time period Last month Prediction One month Copy trend to clipboard Points Feature build up and project burndown Estimated ideal days feature build up and project burndown Work remaining Status 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 Ez Copy trend to clipboard 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 FF Resulting in a trend and a prediction Trends global per project per user group and individual users Small Agile All u
123. ence of tasks Workflows are mainly used for task sign off user story testing art sign off or quality iterations O Create workflow status Create transition 5 Edit 2 9 Action Workflow entry Can select in drop down q All project members E Status Quality not approved i 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 click ing the Status column will display a list of valid Item statuses and workflow states to which the item can progress Create a graphic asset juali Mot done C In progress of To be deleted E Quality approved E Quality not approved I Find by Key View workflow Moving to the next state in a workflow by double clicking the status column Building a workflow You build a workflow by inserting statuses and transitions shown here on the toolbar when editing o Create workflow status Create transition 3 Edit lt lt Disconnect Y Delete 2 9 Action Workflow entry Can select in drop down gA All project members 3 Status Asset in development Go to status Review by Art Lead when items are set to Completed v o a Transition Users groups allowed i All project members
124. eneral 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 condition Overdue Severity Start Steps to reproduce Sub items Sub project path Successor User story Work priority 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 Text Item Text Item Text Number Work remaining Hours Text type The following operators can be used on text Description Operator Synonyms Contains Contains case sensitive Not contains Not contains case sensitive Il Starts with m5 Starts with case sensitive Ends with lt Ends with case sensitive Ee Equals to Equals to case sensitive Not equals to l Not equals to case sensitive l Greater than gt Greater than case sensitive gt gt Less than lt Less than c
125. ential order or not 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 El Task Not done te User Story In development E xu Selected ef Completed Engineer Lisa ME MA IM The previous pipeline task must be completed before completing the selected ones T pond Drie Mot done Lisa Please review the pipeline for more information isa Sane Documentation amp Not done u connexis Lisa jen Live deploy Mot done Engineer Lisa Pipeline task settings Top Previous Next Editing a pipeline tasks brings up this window Task name In development When created new Work remaining for Agile items Wot 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 0 items Max duration for this task Takt time 0 days 0 hours When task can start Send e mail notifications to OK Cancel 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
126. enu 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 Allocated to Designer Eric 1 All project members 1 Engineer Lisa I a 1 Engineers ET it OK The user allocation dialog Allocating users to sprints also enables use of the work remaining column When users update the estimated 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 ey ae ae TA Prototype ied Prototype 2012 11 01 2012 11 12 e El People All project members Total 59 of 192 c Designer Eric Designer Eric 22 of 64 ral Engineer Lisa Engineer Lisa 26 of 64 c Manager Chris Manager Chris 9 of 64 Burndown chart El Sprint backlog items 4 As auser I can see my e mail Presenting mail 33h i El As auser lcan write e mail Delegated to Team Blue 26h im El Composing mail 26h C 4 Format text G 7h dm El 4 Paste images lih im S xz Wireframe Oh Designer Eric 3 E H UI design 4h Designer Eric amp ds Implementation fh Engineer Lisa C 4 Document 8h Manager Chris The user allocation section in the sched
127. erTool Copy this file to your Perforce installation directory p k Computer Local Disk C amp Program Files x86 Hansoft Perforce Integration gt T Open Burn Mew folder Name Date modified Type Size di DebugHelp 2013 07 29 15 59 File folder d FileCache 2013 07 29 16 03 File folder Ji LocalVersionContral 2013 07 29 16 05 File folder Ji Log 2013 07 2916 05 File folder di VersionControl 2013 07 29 16 05 File folder J VersionsSDK 2013 07 29 16 03 File folder L HPMP4TriggerTool Linux 2013 03 17 18 02 LINUX File 15 KB L HPMP4TriggerTool MacOSX 2013 03 17 18 02 MACOSX File 14 KB m HPMPerforcelntegration com 2013 04 09 02 17 MS DOS Applicat 1184 KB w HP MPerforcelntegration exe 2013 04 09 02 17 Application 1185 KB ww HPMPerforceIntegration x amp 4 exe 2013 04 09 02 21 Application 16 313 KB w HPMPerforcelntegration x85 exe 2013 04 09 02 18 Application 15 701 KB 5 HPMSdk x 4 dll 2013 04 09 02 18 Application extens 6871 KB 5 HPMSdk x86 dll 2013 04 09 02 17 Application extens 6 270 KB License txt 2013 03 17 18 02 Tet Document 7 KB If you run Perforce on Mac OS X or Linux use the supplied binaries and rename them to HPMP4Triggertool If you are another platform compile the included source file You can then turn on the trigger checks by entering a Per force integration trigger host The host name should be the name of the host where the Perforce integration is running and the optional port Column se
128. ertically Select all activities Open backlog Copy to clipboard Disconnect selected activities 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 milestone Insert milestone 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 milestones 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 interface Cut to clipboard Ctrl Y 38 Y Redo Ctrl Z pen Undo Tab Indent selected activities
129. es and workflows are used to describe the order in which tasks are performed It is useful for facilitating hand offs sign offs or simply to embrace the iterative nature of many development environments Pipelines which are also used in Kanban planning define a tree of tasks which can be executed in parallel 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 Y More Project history id Reports and trends id 9 Pipelines Kanbans and Workflows Ctrl Shift W Lih Print Ctrl P C Zoom view In Ctrl Zoom view Out Ctrl C Zoom view 100 Ctrl O Switch to Gantt scheduling interface Ctrl W n My personal options Ctri 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 work flow column in the project view and in the backlog allowing for assigning a specific pipeline or workflow to an item desumqu pMDG tme Mp LA A 7 Put LPS e EUER EE a E Du RR Taury ee eed el lm pf acce pr edie beh pee es cash Fus ghee Te BPudd See p HA ES n ee D B ana Tar arg mae gH fe Spee kp datae me eee numm gd ERI HE TE Pe Pa Pe Hed BS tr DLE Pe Le CHEM ede bee Laura cH li Late pe
130. et Agile They are sprints iterations Find by keywords Reported by me 0 ea Assigned to me 0 if Status Assigned 2 8 Status Closed 0 4 Status New 0 mW Status Re open 0 if Status Resolved 0 dm Status Verified 0 P Find by keywords Top Previous Next 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 bugs in this project Find by keywords Engineers OR Designers AND Status Workflow New SE Report new bug Delete Undo Redo w Show 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 comm
131. et in their To do list A main project manager may also generate a summary of time reports from the Administration section Timesheet reports Administrators can generate a user timesheet report is by clicking on 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 selec ted user s If done in the Projects tab one will be generated for the selected project s Options Start 2l209 01 F End 2012 09 30 Show Indiidual rovs Ei Row summaria Total per group 1 2 3 1 Designer Eric Vacalion annual holiday 40 00 2 Work 64 00 3 4 5 Engineer Lisa Work 104 00 5 7 amp Totals Vacation annual holiday 40 00 5 Work 165 00 10 11 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 Top Previous Next ir faang na aet Make a timesheet report Export this view as XML 55 Wi Customise timesheets uw My personal options Ctrl O The Customise timesheets button Timesheets can be customised by clicking Customise timesheets in either the Users or Projects tab of the Admin istration section Customization includes setting default working hours and activity types for newly created rows in the timesheet editor as well as naming and de
132. ew 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 La A board item committed from the backlog Sprint priority view Top Previous Next Normally sprint backlog items will be entered into the Schedule view or committed to it from the product backlog The Priority column can then be used to prioritise them The priority will also decide the order of item in each co worker s To do list 1 As an application user can see a list of all my emails As an application user can see incor lll High priority Not assigned F Completed 2 Security As an application user can password protect the application so no other user can Medium priarity Example Proj Man amp Not done i Email functions As an application user can create new emails No priority set 4 4 Email accounts As an application user want to create delete and edit email accounts P oum e i Very high priority 5 Presenting emails As an application user can search for emails easily Setting item priority in Schedule view using the Priority column ly High priority L Medium priority E Low priority ly Very low priority D Find by keywords To make prioritis
133. example of comparing a past sprint to the ongoing one E Email application Prototyp People All project members Burndown chart 2010 03 29 2010 04 23 Release 1 Work remaining burndown and compare ta sprint Email application Version 1 0 69 hours work remaining 3 of 13 points done 67 et Compared to sprint Email application Version 1 0 27 Release burndown chart 81 Top Previous Next Release burndown charts also play a central part in agile projects The signature shows the overall progress for a project or a delivery Showing the release burndown chart In order to show burndown charts on milestones releases you must assign a sprint iteration to the milestone The sprint must start before the milestone 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 milestone 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 Milestones Milestones Release 1 4 Hide burndown Release l Points burndown 86 74 61 59 hours work remaining 8 of 16 points done 49 20 12 lt gt Release 2 gt Release 3 58h Sprints Sprints a Items in the backlog that are not
134. fining activity types available First created row Started Aoo Finished 08 00 Duration 00 00 Activity type for new rows Activity types Create activity type J Rename r Row name e Administrative time Illness Official statutory holiday Recruitment Unutilised over time compensation WMacation annual holiday Work C un Ch LU 4d M kB OK cancel The customize timesheets dialog Using the To do list Top Previous Next The To do list displays a summary of all tasks items and bugs that have been assigned to the currently logged in user as I ll its a pam Saam r Riinan oque z tenements Ho 4dO SE 4 Peace CO Tet e DAI Hiig hed Ther amp a la Pee E E eee PML enn tet Pee Fl Bc au l ai i ad E I aE j Opis TT i Hic Squid Pepik F x Taibei hiria aji iras kapi i rt P HA eee zim As gn Bepl rtson EAT oem ier mac ere qmd 1 Lager Log 1 M i He eee Jn tub rmm ot A As gri oer year omer 2 decked Ba P pmi do ihain Lavin Dagin Lha IER Heri saait npugmun IHIIHI MLA 14d bars T l Perniki a aH hiire a5 ipsae s Joe T Dvir liki Dive ti vg gpd amp F 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 Any new items will be signified by a icon also increasing the counter on the To do list entry in the left hand
135. from When explicitly typing drop list types some of the values are fuzzily matched For example BacklogCategory 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 Cutscene Pipeline My project Cutscene Generic WorkflowStatus Sign off First sign off status WorkflowStatus My project Sign off First sign off status Column type It is possible to compare two different columns by using the column type Example Workremaining Column Estimatedidealdays returns all items where the work remaining exceeds the estimated ideal days Creating and sharing reports Top Previous Next Hansoft has extensive functionality for creating and sharing reports The report tool is found under the Reports and trends menu This menu is present in the More menu in any project or backlog view Mare Ghost user made Project history Export and import Reports and trends lk Create and share reports Ctrl Shift R Manage user view presets Trends Pipelines Kanbans and Workflows Ctrl Shitt W Customise project Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 10056 Ctrl 0 Switch to Gantt scheduling interface Ctrl W T T e A amp q a My personal options Ctrl 0 Accessi
136. from a project all references to the user in the project will be removed Warning This operation cannot be undone Security policy Top Previous Next Hansoft features state of the art security with 256 bit AES Advanced Encryption Standard for com munication storage and SHA 256 for password hashing These standards are well established and AES is used by for example the US Government for TOP SECRET classified information 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 licence 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 recommended that you add complexity so that the password is harder to break by guessing longer password length for example Minimum password length gl Minimum number of alphabetic characters in passwords O Minimum number of upper case characters in passwords O Minimum number af lower case characters in passwords O Minimum number of numeric characters in passwords 0 Minimum number of symbol characters in passwords 0 Days after which passwords
137. ger Sound Crash 2 1 Sound Crash E Example Team User 37 6h Scripting Trends in agile scheduling projects Top Previous Next Analysing project trends can be vital to understanding how the project is progressing and for predicting when it is 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 project 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 menu and select Trends Break down Delete Undo Redo Show w More Reports i Impediments Au Work Ghost user made Assigned to remainin Stati Project history 4122h B Export and import kz Create and share reports Ctrl Shift R Reports and trends d Reports shared to you LI Manage user view presets 9 Pipelines Kanbans and Workflows Ctrl Shift W Trends 3 T Customize projet amp Print Ctrl P G Zoom view In Ctrl 1 Zoom view Out Ctrl C Zoom view 100 Ctrl 0 Switch to Gantt scheduling interface Ctri VW a My personal options Cti 0 The trends window will now op
138. gers of the project Read more about main project managers sub project managers and other profile settings for project managers here Creating and managing projects Top Previous Next Projects are created and managed in the Projects tab of the Administration section of Hansoft Administrator Users Projects Shares f To do list ss Create new project a Delete project aS Edit project i Add remove users to project More Documents li Portfolio i Project name Number of members Main manager s fs Administration x P Options eo 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 Trese miw progect ak Projet namg biy Proper nrfauE mode for ner iiti Ur Tazk Hihid c Uer Sehr Archived sbytut Tres gegiet i ehid and ii not vice do arp Timeihret huk Prikker Pack Agile HEE io Geer ie feel br cdiled 26 of belo Whit dake Method template SCRA Edit custom template icheduing methog teen icheduling batts uit mihe Fieed duration Hetem Ehe 1 3k Sisal PREISE r Coe used in al Tgprs er deselepmen esperti Th Buiab n e Lave will br caongtant im Pur idl ind rpendent elibr amcont l viri Micc rd Pn Henn Cr mathod Tid wan Thin isask prepilin mgh in perleeabiy weed wham a lime budgut ip ail dor the pe cert andit rub projede and teak An add
139. geted 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 Reparts F 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 3 4 s 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 2b ef 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 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
140. ght click on an activity and select Tag to milestone selecting a desired milestone You can also link tasks to the nearest milestone in terms of time end date of tasks compared to the due date of milestone and to multiple milestones Not done Ctrl C Mot done Copy as hyperlink Not done 376h C Blocked Cut Ctrl X Paste text as items Ctrl V 86h Not done Insert sub praject Ctrl U amp Not done Return to Product Backlog Del Outdent Shift Tab ef Completed Indent Tab Gao ta in Product Backlog Cirl G Disconnect Cirl D Delegate to Ctrl Shift G Visible to Set color k Tag to milestone ez Tagto nearest milestone Ctri L Flag as user story Ctrl Shift U Remove existing tag s Set hyperlink Ctrl Shift H Select milestone Scheduling actions View selected only Ctrl Shift View an timeline Ctrl 5 View change history on Ctrl Shift I Tag to multiple milestones releases double click the Milestone tag column and select the milestones to tag to no milestone Milestone 14 Pre alpha on 360 2012 10 23 Milestone 15 Beta 1 on 360 2012 12 07 Milestone 16 GMC on 360 2013 02 06 Milestone 17 Beta on P53 2013 04 02 Milestone 18 GMC on P53 2013 06 13 m 34 past milestones are hidden Change settings in My personal options FF Find by keywords It is easy to view which tasks are tagged to a specific milestone by opening the Find window and selecting a mile ston
141. he items in both the sprint backlog and the product backlog Sprint backlog items E G Submitted impediments Build system too slow Mot assigned Notdone Not set E Submitted impediments Distributed compile servers have random downtime il Not assigned E Blocked 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 ef Completed Oh 4 Pr gt Product backlog for Small Agile Se Prd o Hierarchy O Backlogitem cs Breakdown X Delete Undo Redo w Show More Q Find ji Item name i Status BH Cit Email application Blocked Br A J E Pee AIN Submitted impediments amp Delegated to Example Proj Manager and Example Team User Blocked Burndown amp Sprint backl Build system too slow Email application Mot done Distributed compile servers have random NP aiu Email application MH Blocked E Need more computer memory to compile faster Email application Mot done Selected 3 af 29 items Batch edit Hame Sprint Email application F Linked to L l Attachfiles Organize More important functions Top Previous Next Showing and hiding items Top Previous Next A useful tool in Hansoft is the Show and Hide option available on the toolbar in the project view and product b
142. hes status Closed To view the bug workflow go to More and View bug workflow Show More Export and import Reports and trends Screenshot tool Ctrl Shift M Manage user view presets Detailed access and restriction rules Customise bug workflow Ctrl Shift W LH On Customise project quality assurance Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 10056 Ctrl 0 My personal options Ctrl 0 gt POP PPB 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 cus tomise the workflow click here Customise bug workflow for E mail application Create status Create transition 3 Edit 0 Disconnect me Action Report new bug Can report new bugs All project members Y im Status New Go to status Assigned when 2 Transition a Users groups allowed Q All project members T Status Assigned Let users reassign in To do list iT Status Resolved EI XX Delete 2 Undo Redo More a Save gt 108 Status Closed Remove assigned users o a Transition Users groups allowed All project members itf Status Re open Assign to users that was assigned in Assigned JE status Verified o a
143. hooting 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 pro ceeds 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 suppressed 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 managing certificates Port 20256 The connection dialog Language English United Kingdom General 7 Connect to server on startup e Save a history of project server addresses E Start Hansoft when computer starts Security Manage stored trusted server certificates The connection options dialog Clicking the Manage stored trusted server certificates button will display a list of certificates the user has pre viously 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 Close The list of certificates Troubleshooting Hansoft Ex Trust verification Hansoft could not verify the trust of localhost There were errors validating the certificate View certificate errors Troubleshoot
144. i np maereran Ip lE ppn Ge d ad m I 1 a ir eh Tip Sud E P Email application Version 1 0 mis In this screenshot we have started our agile project by constructing a main product backlog We have created back log items for example requirements enhancements bugs etc and later prioritised them in items sorted Some of the items have been committed to a sprint D Rackleg em E Break can X Delete Undo Redo w how cc o Mark Committed En prins rrsail application B fmasacounts anappiecation uter wank to create delete and gA email sosuri 3 Emad functione i s sn app icstiamn uper cen preagbe reg emads egi AL On xpplicalsen wide can repty Te erai Ap an Bp plies uggi can cree auteralie nubes Tas Sr and Gil orig O Presesting emails E Ac an application uses can sec a Bst of all my emails ier hr anispplicipnn user cm pre irnpoming amp egads ino Polder Aj an appliaien wiper 1 48n Eee drai emily i a Toddler AL Am pplraben uris cam eepand tha email eanbeng m Peele Heating 3A GAs an apedication urer can search for emads easily E Emad attachments Ar an spplicatson uten can attach any kind e file to 3 newty crested email E Contacti amp mianaesbrabenm ee Den reale Drigbe And PSR email Corbet i security GO Az xn ancdicstinn ir Dion nenn nraktert Ehe ancdicxtinn cn no there Frnoadl ania Selected 1 od 29 Bems Backlog mem Mame Aranapplicaben user cancer incoming v Completed
145. icense allows ghost users However since this made is somewhat limited you cannot perform functions such as commenting on activities or completing them When you are finished with the basic planning you should exit this made and convert the users Detailed task item history Top Previous Next In order to analyse 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 Reported problems Delegated to All project member Copy Ctrl C f Email application Version 1 0 ONT pc ed Cut Ctrl X Cu ri X Paste text as items Ctrl V Delete Del Outdent Shift Tab Indent Tab Expand all Ctrl Right Goto item in board view Ctrl Shift C Go to item in priority view Ctrl Shift V Delegate to Ctrl 5hift G Visible to Flag as user story Ctrl Shift U Set hyperlink Ctrl Shift H Archive View selected only Ctrl Shitt 5 Hoi e Ue View change history on Ctrl Shift I A detailed history will be presented amp 5 Change history on item h 3 Change history on item Reported problems hs Ey user Change originates from Type of change Changed to Time 2012 10 17 11 42 57 Example Proj Manage Client Delegated to All project members 2012 10 17 11 42 36 Example Proj Manager
146. imilar 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 aver age allocation for all user groups within the project Please note again the grey 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 Allacations Projects More User name E mail application Bi Mobile game L 2012 10 08 VA Finding users groups or projects When pressing the Find button on the toolbar 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 Allocations Users More Q Close find Sl User 2012 10 08 W41 2012 10 15 1 o Q name nt wt T s DU wtf Find Close Designer Eric 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 p
147. ing and more information Top Previous Next 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 sha256WithRSAEncryptioan Issuer CN Hansoft Generated Self Signed Validity Mot Before Oct 3 11 55 30 2012 GMT Mot After Oct 3 11 55 30 2013 GMT Subject CN Hansoft Generated Self Signed Subject Public Key Infa Public Key Algorithm rsaEncryption Public Key 2048 bit Bd wo0diidiics Close 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 connected 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 hostn
148. ing items easier planning can also be done using the Priority view In this view item priority 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 O Sprint backlog item ie Breakdown Return Undo Redo w Show Sprint Item name Y Sprint Email application Prototype 2010 03 29 2010 04 23 l 4 As an application user can see a list of all my emails As an application user can see incor lil High priority Pa 4 Security As an application user can password protect the application so no other user can E Medium priority 4 Email functions As an application user can create new emails 4 Email accounts As an application user want to create delete and edit email accounts Wm d 4 Presenting emails As an application user can search for emails easily The sprint priority view Furthermore the Board view can be configured to use priority either as a column or as a swim lane Very high priority High priority Medium priority Low priority Very low priority No priority set Not assigned Example Proj Manager 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 Ongoi
149. ing p hold Pihtebypr 4 Hat done Protetype 2612 09 12 2603 4 33 l p Hal done Prototype ji Wis F k inpaementiaken E p Hol done Pintebype T Win b EWiglrazas a G Anami can vaie email P Hol dome Pintatype EJ Compoting ma P Hol done Fintabype i End Frintotypes tz wi bk UL derian i Prototype te vis bk Wirefrpme I i Backlog amp em Wiper bey Reply rg Aa Oe gir mal miz m 1T7T 11 312 Morager Chri S gm c s an application E thek wr ne good to qa cn Eher one an MOL dana uzern can sek Pipeline Workllcw Vipas feature Mu Priority ther Tibe s Tuganize 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 future work requirements bugs enhancements feature requests or even scheduled tasks The work in the backlog is not yet committed to a sprint and is therefore 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 amp 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 prioritised Each of these views represents the same information and items Tip The backlog can be configured t
150. ion F No a F int When assigned to someone go to i Assigned hours Additional optians Cannot set Mot assigned when assigning to someone in this status 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 OK Cancel 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 Pro ceeding 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 Top Previous v Edit transition o e Transition gt Users groups allowed Users allowed through Tester Jeff EE a All propect members o a Transition Users can edit mandatory data fields on previous status Users groups allowed 4 All project members Mandatory Data fields Data must be filled in Yes No Assigned to No ENDS Comment new Yes in Description E No Detailed description E No Found in version El No af Status Severity No R Steps to reproduce E No e open
151. iption Steps to reproduce Description E mail not visible in quick view A Status i7 Assigned Assigned to e Engineer Lisa 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 w More m Create and share Reports Show Last comment in list Show Detailed description 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 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 100 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 E Show detailed change history advanced Screenshot tool Top Previous Next 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 More Export and import Reports an
152. ity A 66 90 velocity this day 0 4 Severity B an 145 or E Velocity this day 1 3 70 roa ae ae I severity C po uo MES 159 50 Leu velocity this day 1 3 m Severity D J20 18 Velocity this day 0 2 40 20 10 Ls 30 o E restes a Dr 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 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 Mobile game d Scheduling Kanban Project i Quality assurance Create or delete trend types for the quality assurance part of this project Product backlog 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 Q Trends Trends global per project per user group and individual users m Mobile game AML iS in project an een types for Mobile game Quality assurance Type Severity trenc Create custom trend type Create or delete custom trend typ Create trend type Here you can create custom trend types Fo
153. l Left d Left Collapse all under sub project Ctrl Shift L db Shift L Connect items by number Ctrl Shift T d Shift T Connect selected Ctrl C 36 C Copy to clipboard Ctrl Shift W d Shift W Customize bug workflow in QA view Ctrl X 36 X Cut to clipboard Ctrl Shift G d Shift G Delegate sub project to Ctrl Shift D d Shift D Disconnect selected tasks Ctrl Right d6 Right Expand all under sub project Ctrl Shift Q d Shift Q Find bugs committed to this sprint Ctrl Shift U db Shift U Flag as user story Ctrl Shift C 4 Shift C Go to item in Board view Ctrl Shift V d Shift V Go to item in Priority view Ctrl G df G Go to item in project view Ctrl Shift X d Shift X Go to item in Schedule view Ctrl d Import Hansoft XML Tab Tab Indent selected items Ctrl N Insert dB N Insert new item Ctrl M Ctrl M Insert release Ctrl U do U Insert scheduled sub project Ctrl Shift B 4 Shift B Link to task item bug Ctrl Shift Home d Shift Home Move connected items as far back as possible Ctrl Shift Up Down d Shift Up Down Move items tasks vertically Alt Gr Up Down Ctrl D 25 D Ctrl Shift R 4 Shift R Open backlog Open reports dialog Shift Tab Ctrl V Ctrl Shift W Ctrl P Ctrl Y Ctrl Enter Ctrl K Ctrl Shift M Ctrl A Ctrl Shift H Ctrl S Ctrl T Ctrl Num
154. l 4 Asauser El Comp Sprint burndown charts Top Previous Next 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 individuals 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 the burndown chart in the timeline view between work remaining ideal days or points Prototype H 3 Email application Prototyy People All project members Burndown chart Points burndown haurs work remaining 3 of 13 points done 46 e LLJ Mare data 19 Drawing more data in the chart 2010 03 29 2010 04 23 Release 1 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 eAlso draw ideal days or points eWork created changed or deleted eWork remaining and predictions for individual users such as John Smith eWork remaining for user groups such as Programmers eWork remaining on selected items such as all design tasks In the screenshot below there is an
155. l THRA Lei Likl lip Cs Musa Haha 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 previously designed pipeline or workflow Duplicate Name Visual feature Pipeline White box Green box Yellow box Red box Blue box Magenta box Orange box Done Hot done Duplicating a pipeline or workflow Pipelines Top Previous Next Pipeline fundamentals Top Previous Next 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 I greate taik Cree reference fda Diconnec X Delete Undo a Rede Save this and update femi Save this and update ema Pipeline Kanban Start I rhe E e Update Ml exiting items C AI project members Update only them pected in the prepect v Only ure this on new items Paeeitur of ibemr whith will br apdalted C nk idachnier slick 18 igcabel Wireframe OS Incoming mail P tt rmt mai 2 s Sent maa h CE Format text Task C5 Tak Paste images UI design Documentation lt Tpk Implementation
156. l user stories by opening Find and selecting General Flagged as User Stories P Find Close Completed Find by keywords By these conditions Mot done lagged to release 4 Select releases Agile They are sprints iterations Agile They are backlog items ipeline Kanban or Workflow 4 Select General Flagged as User story General Archived Reports General Not assigned 4 View reports window General Milestone release overdue V 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 w Mare Show Last comment in list Show Assigned to me only Show Committed items Show Archived items Show Completed items 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 visible so if you show Estimated effort as a column it will be displayed on the card Print Document Timeline view Scaling Show Page setup t Print as User story cards Start 6 3 2010 w End 11 19 2010 Fit to pages Q 1 Page O 2 Pages 4 Pages Page 1 10 Page 2 10 Product Backlog The backlog Mierachy Esiin em Cf Break down X Dele Undo Rede Show Mane Q Fed Lori Pipro E Asa rare Prancurre my el sp Ake Som E Persent
157. lable columns Activated roms Bug priarity E O Severity CC new comments to Steps to reproduce Committed to sprint Confidence Database ID Finding bugs You can create delete or edit extra columns here Create column Delete column Edit column The Create column button in the Customise project QA 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 Hyperlink Drop list single choice Drop list multiple choices Humber 1 2 3 Humber with decimals 1 0 2 0 3 0 Accumulated time 0 5h 5 0h 150h Date 2012 10 03 Date and time 2012 10 03 09 04 76 People Creating a droplist custom column Mame Level Type Drop list single choice Can be accessed by All project members zx Drop list configuration Create item Delete item Edit item Items The Create item button in the Create column dialog amp Create custom column Name Area Type Drop list single choi G Create item Can be accessed by All project members Drop list configuration Items E Dialog layout is Item name Dialog layout issue Item icon Icon White box Green box Yellow box Red box Blue box Magenta box Orange box Done Not done Blue face icu I 7 E E E png El D Setting an auto assign user for a custom column drop list item Se
158. lates in base libra indent Tab C3 amp Localization features C3 4 New inteface button Disconnect Ctrl D 5 amp Sound Crash Delegate to Ctrl Shift G 376h Scripti elegated to El 76h Scnptimg amp Delegated to Visible to Set color 6G sprint 7 2 Tag to milestone People Allocated to this Iti Flag as user story Ctrl Shift U Burmdcwn dot Set hyperlink Ctrl Shift H Iteration backlog items ae E Saipe dihuls and Scheduling actions d Arrange selected tasks Ctrl Shift A Events ps ue View selected only Ctrl Shift S Move connected as far back as possible Ctrl Shift Home nemy behavi QC View on timeline Ctri 5 i calartad tack hi NPC behaviod Connect selected tasks Ctrl Shift T Combat eveal View change history on Ctrl Shift 1 Connect activities by number Ctrl Shift L NPCbehaviorMk2 8 Combat events Mk2 BIG event Mk2 dialogues Mk Transform tasks to milestones Set out of office status All out of office planning in all projects can be summarised 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 lagged 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 milestone
159. le 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 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 a part time work Next 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 affecting 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 Milestone 2 Final milestone ac al milestone sched
160. lecting that drop list item will now assign the bug to the user or users in the group Commit bugs to a sprint iteration 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 J Auto assigned to Designer Eric Engineer Lisa I Manager Chris _ When selected Auto assign to Top Previous Next 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 meas uring 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 Activated columns Bug priority Committed to sprint CC new comments to oe Severity Confidence Steps to reproduce Database ID P Work remaining Hyperlink Last commented on Last updated on You can create delete or edit extra columns here Create column Delete column Edit column 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 co
161. let ject Edit project 8 Add t ject M al Portfolio fe Administration F 4 Options Projet name 0 Number of members Main manager s Large Game Production 2 members Example Proj Manager i ux Lean amp Kanban 2 members Example Proj Manager Exit Mixed Methologies 2 members Example Proj Manager Small Agile Project 2 members Example Proj Manager Projects Small Agile Project Mixed Methologies Lean amp Kanban Large Game Produ Member name Is a main manager Limited visibility Can access project history va Example Proj Manager Yes F No Yes e Example Team User F Ma Yes E Mo Item name 76h 14 492 Project root Milestones i Visible to Publisher B76h 14 4 NextGen Game Production Plan Internal milestones 5 Visible to Publisher 14 5 Art animation and audio i Delegated to Art Director 0 0 Core engine development 4 New templates in base library Localization features 4 Mew inteface button 4 Sound Crash Setting Limited visibility on internal milestones Internal milestones c Visible to Publisher Minar Internal M ilestone VOCap MOCap test ani mation 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 1 Minor Internal Milestone Design
162. location 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 m Scheduledtask 4 Release X Delete Undo Redo w Show w More Q Closefind Q GQ 2013 June 2013 July 201 nny rane Im EE New interface button A New interface button E Example Team User New templates in base libr New templates in base library E Example Tean ring by keywords u Localization features Localization features E Example Example Team User By these conditions Select conditions Tagged to release Select releases Pipeline Kanban or Workflow Using the product backlog in scheduling pro Top Previous jects Next From Hansoft 5 3 and onwards you commit items from the product backlog to a schedule This is very useful because features can be listed categorized and analyzed in the product backlog and then planned out in the pro ject 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 7 Opens Proud baddonjCidE prn Item name 58h Project root Create features enhancements or other items in the backlog Product backlog for Small Agile Hierarchy O
163. ls 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 allocations 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 8 amp 8 8 008 8 8 amp 8 10056 amp amp 0 0 8 8 100 100 100 allocation of Engineer Lisa 1 occurs from 2012 11 01 to 2012 11 06 Activities in this period 8 8 l E mail application 100 Sprint Prototype User groups When administrating a user you can assign a group to a user like 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 the average allocation for all groups and see all individuals in the group Also you can see user groups divided by project Find Allocations Users More Users Groups Projects The portfolio view selector Please note the grey 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 Allacations Groups More User 2012 10 08 W41 t wt T s s mt wt T s s El Engineers El All in Engineers H Engineers in E mail application Engineer Lisa Engineers Team Blue Bl Engineers in Mobile game Users in projects In a s
164. lue 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 cs Break down X Delete Undo Redo Show More B 3h Project root Milestones 9h Sprints Email application Prototype 2010 03 29 2010 0423 People All project members Burndown chart Sprint backlog items 4 Email functions As an application user can create new emails easily 4 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 Copy Copy as hyperlink Cut Paste text as items Insert sub project Delete Outdent Indent Collapse all Allocate users to sprint Find bugs committed to this sprint Delegate to Visible to Tag to release Set hyperlink Archive View selected only View on timeline View change history on Email application Version 1 0 2010 04 26 2010 05 20 Ctrl c Ctri X Ctrl V Ctrl U Del Shift Tab Tab Ctrl Left Ctrl Shitt Q Ctrl Shift G6 d Ctrl Shift H Ctrl Shift 5 Ctrl Ctrl Shitt 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
165. lumn the hours estimated will be included in user allocation 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 assigned 22 hours equals 2 8 days Item name Status Sprint priority Work remaining Documentation amp Not done 7 hours Implementation WNot done 9 hours Quick view amp Not done 10 hours Implementation amp Not done 9 hours Implementation amp Not done 7 hours pu E mail not visible in quick view Bug amp hours When a bug has reached a bug status zero hours can be set automatically mostly used when the bug is fixed re solved Mame and icon Resolved When reaching this status Set work remaining on the bug to Ol hours Assign to Send e mail notifications ta Mandatory data fields Data must be filled in Yes No S Comment new E Ma Committed to sprint F Mo 1 Description E Mo n Detailed description F Ma i 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 Linking to tasks items bugs Top Previous Next Hansoft offers functionality to link a task item bug to another task it
166. m verification 4 Outsourced ASIC Physical design verification 4 i nT H Selected 1 of 32 items Scheduled task Name Physical design verification Status 4 Not done m Assigned to ea Mot assigned ce More Activity details window in an agile project with a sprint backlog item selected that has been flagged as a user story z Te Swing J Server Sprint 2 20127 09424 2072 10 03 LE Bele E O Team Swing Jazz Server a pH 4ErVer Sprm porc People Allacated to this sprint Burndown chart El Sprint backlog items El 4 Enable download As a server host I want to Server host task 1 Server host task 2 Server host task 3 k Selected 1 of 92 items Sprint backlog item Mame Server hast task 2 A Status Completed Assigned to A Not assigned cp More Work remaining 1 Attach files Organize 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 G5 Server host task 2 Sprint backlog item Mame Server host task 2 Status Completed Assigned to ie Not assigned Work remaining 0 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
167. maining 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 com pleted to managers Settings item status affecting both agile and scheduling items to not done or completed Useful in a Testing failed status when the item is reassigned to the user who was assigned to do the task in the first case before test ing 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 their 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 scenario When the task is done it is for example automatically set to workflow status Testing by QA and assigned to dif ferent testers Default workflow for newly created tasks and o previous items EE Setting a default workflow for newly created tasks and items is a good practice since it can enforce the correc
168. mation prototype shoot prep E Animation prototype shoot in LA aaa Example Team Use ession p Example Team User ture session amp _ Example Team User _ Example Team User har Reference player model mms Example Team User Anim VOCap data y skeleton biped 10055 CURE He 2011 gi 2011 Q2 2011 Q3 2011 Q4 Mlilesti Example Team User Animation prototype post shoot E Example Team User Anim Monster m Example Team Anim robot anim zx Examp Anim monster anim C Li in H H Prototype VO session in LA m Examp1l Anim Behavior animations amp E Exe i gt 200 00906 serra Li M 1 Pup 2005520096 rr na Read more about individual allocations in the Portfolio allocations section of this help manual Advanced actions Transform tasks to milestones transforms all selected tasks to milestones 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 activities under it and then sort Assigning users to tasks 201 Mile Top Previous Next One of the fundamental aspects of Hansoft Project Manager is the sharing of information specifically the projec
169. mats 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 rhe _ P Y rem p Reply yr B v 2012 09 13 13 17 pH p crashlag txt a Manager Chris Edit umm screenshot 20121003 png I attached some more Auto preview can be turned off in My personal options Detailed bug history Top Previous Next In order to analyse 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 hi 1 g incoming traffi Fnnineer lisa _Assioned Tt 2 Sub screen is not workir op Ctrl C WR 3 E mail not visible in quic Copy as hyperlink Cut Ctrl X Paste screenshot as attachment Ctrl V Delete Del Tag to release CC new comments to Set hyperlink Ctrl Shift H Set status override workflow id View change history on Ctrl Shift I View time reported an A detailed bug history will be presented Change history on item Firewall is not handling incoming traffic y mr 2012 09 13 13 16 26 2012 09 13 12 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 Working with multiple bugs at once
170. n building linteriar Low t 1 Contract Executed gl Date is a Saturday in September Eos Vaid s runc NPC and mission area start 3 End 2010 09 24 inager Milestone 1 Contract Executed Exploration area lext nate is a Tues day in September Milestone 1 Contract Executed Exploration area Duratiow 4 week and d ays Milestone 1 Contract Executed lextures Textures NPC and mission area start zones _ Milestone 2 Final mildBtone schedule Milestone 2 Hinal milestone schedule gt Textures Exploration area exterior pti 9 Moving an activity You can move an activity both tasks and milestones can be moved by moving the mouse to the middle of the task or activity and pressing the left mouse button 2010 Q1 2010 Q2 2010 Q3 2010 O4 2011 01 2011 Q2 2011 Q3 2011 G4 2012 01 2012 Q2 Milest Milestone 7 Prototype on F53 Internal milestones a P M Art animation and audio Architecture Level design a NPC and mission area start zone Low LOD Ghost user Milestone 1 Contract Executed m Exploration area exterior pt Low LOD L l naa uaer rMilasmena i1 Contract Executed Level 18 9 E nex Inti KiEctype Prod 2 Mission building linterior Low LO Start 2010 11 08 le 1 Contract Executed un Date is a Monday in November a NPC and mission area start zone ger Milestone 1 Contract Execu End 2010 11 16 Date is a Tuesday in November Exploration area exibem li es
171. n see a list of all my emails Presenting emails As an application user I can see incoming emails in a folder To do path seen in gray To do list Description Mixed Methologies 4 Scheduled tasks MextGen 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 Prioritised path seen in blue and grey Planning Quality assurance Product backlog Sprint priority Sprint backlog item Sprint Release Break down A Delete Undo Item name Y Sprint Email application Prototype 2010 03 29 2010 04 23 1 G Asana catio ser I can see 5 ill my emails 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 5 4 Presenting emails As an application user I can search for emails easily Portfolio find path seen in grey Find Allocations All items Find by keywords Programmers not done Show More kl 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 ej ey e iey Deleg
172. n sent mail John Doe E mail appearing on sent mail john doe mycompanycom Hansoft server IP for mail hyperlinks MYWORKSTATION E Server requires SMTP authentication far outgoing mail User name Password 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 3 Time Messages sent Copy all details to clipboard Copy selected details to clipboard Time D etailed server communication 2010 11 02 11 19 40 Connecting to SMTP server winserviz5 2010 11 02 11 19 40 Successfully connected to SMTP server winserv 25 Close A successful e mail verification session Setting user e mail addresses a Name User group s E mail e Administrator Designers Leads ea Lontractor David deleted Programmers e Design Lead Kjell Designers Leads e Designer Julia Designers ra Engineer Lisa Programmers
173. n this database Change Avatar anagenchris exampl Offline Home user in this database Member of User qroups d g p Home user in this database Member of Projects v E mail application i Home user in this database Adding a user to a project from the Users tab Users Projects Shares oo Delete project a Edit project is Add remove users to project un Create new project 55 Je 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 E mail application Q Administrator Designer Eric Producer Anna Engineer Lisa Tester Jeff Manager Chris The user allocation dialog 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
174. 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 text in other fields All columns Column name Assign tag Assigned to Budgeted work Bug status Category CC new comments to Comments Committed to sprint Confidence Custom column date Custom column drop list Custom column hyperlink Custom column multi line text Custom column number Custom column users Custom column text Database ID Detailed description Duration Earned value Estimated ideal days Finish General condition Archived General condition Assigned to me General condition Completed General condition Has resources Type Resource Resource Hours Bug status Backlog category Resource Text Item Confidence Time Custom column drop list Text Text Number Resource Text Number Text Boolean Boolean 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 G
175. nder 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 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 Ctrl U Ctrl V Ctrl W Ctrl X Ctrl Y Ctrl Z Tab th J db K db L Ctrl M 6 N Insert 8 Number 1 9 OE ae db P d Q db R db S 4 Shift A Shift B Shift C Shift D 4 Shift G d Shift H H Shift Number 1 9 Shift O d Shift P Shift R d Shift S d Shift T 4 Shift V Shift X tb 4T db U db 4V h W db X db Y db 4Z Indent selected activities View project history Save schedule in project history Link tasks to nearest milestone Insert milestone 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
176. ng and future sprints that Im a member of only The work priority in Items prioritised is reflected on the prioritisation for the sprint backlog items in the co work ers To do list Co workers can also change priority on their items from the To do list optional To do list Description Mixed Methologies gt Iteration Sprint 7 4 Scheduled tasks Outsourced Modelling Outsourced Model setup design and quality NextGen Game Production Plan Feature A NextGen Game Production Plan Feature Core engine development Sound Crash 4 Bugs Mo explosion sounds in Level 19 Status Q Not done Not done Q Not done Not done i Assigned we Resolved No priority set l Very high priority Find Lh i High priority L Medium priority i Low priority lj Very low priority Bl x Animation skeleton not m Resolved E example Team User Proj Manager B Meum odok Linked to gt Severity lel Severity B 4 Sprint Email application Prototype As an application user can create new emails easily Not done 3h 2010 04 23 5h You can select a custom drop list column as your Sprint priority by going in to Customise project and then Pri ority Here you have the option to turn off that team member can prioritise from their To do list Columns Agile and Scheduling Agile product backlog priority Column to use for Product backlog priority Use predefined Product ba
177. ng the Report tool from the project or backlog view It is also found on the main toolbar as Create and share Reports in QA if you are a main project manager or have rules allowing you to share reports Planning Quality assurance Product backlog All bugs in this project Find by keywords S Report new bug X Delete Undo Redo Show More SI Create and share Reports Create and share Reports ID Description J Assigned to Status Accessing the report tool from the QA section of the project view Additionally it is also found on the main toolbar as Create and share Reports in Portfolio find if you have admin istration status as a user Find Allocations All items Find by keywords Show More A Create and share Reports 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 variation of already exist ing 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 Delete 5hare on toolbar FP 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 editing the report it
178. ns Hansoft Project Manager supports multiple undo and redo steps which often comes in handy when planning for large projects Gantt Schedule O Scheduled task Release Return Undo Redo Show 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 circular 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 eCut deletes and copies the activity to the Hansoft Project Manager clipboard and to the Windows clipboard as raw text eCopy simply copies the activity to the Hansoft Project Manager clipboard and to the Windows clipboard as raw text ePaste pastes the current Hansoft Project Manager clipboard contents into the timeline activity list above the currently selected task e nsert task Inserts a tasks above the currently selected task
179. o has the full access to the project and the project plan and who del egates parts of the project to subproject managers Any number of users can be main managers 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 milestone slippage Tip When you have finished configuring the profile settings for users in the project you can proceed to make a pro ject schedule Allocating users to a project Top Previous Next 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 administration section Users Projects Shares 4 Create SDK user Create new user ge Delete users 2 Edit user F1 Change Avatar More a Name User group s E mail Status Share information ra Administrator C Designer Eric ra Engineer Lisa ra Manager Chris ra Producer Anna TF Tester Jeff Online Home user in this database Offline Offline Home user in this database ral Edit user Home user i
180. o 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 eGive an extra E mail notification to individual users or a user groups for example by notifying user group Pro ject managers when the bug reaches the status Closed eGo to another bug status when a bug is assigned to someone for example by going from New to Assigned eSet that users can reassign bugs to someone else in their To do list including the Original Reporter of the bug eRemove 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 eForce 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 eSet a flag so Not assigned cannot be set when the bug is in this status eSet the bug status to Unpublished so it is not visible in All bugs in this project but visible to the reporter in Bugs reported by me Mame and icon Assigned When reaching this status Set work remaining on the bug to Mot set Assign to Send e mail notifications ta Mandatory data fields Data must be filled in Yes No Comment new F No Description E No Detailed description E Ma Found in vers
181. o sprint product backl No Item name No Product backlog priority product b No Release tag Yes Sprint priority Yes GNE Status E No Testing by QA User story No Defining allowed users in a workflow transition Workflow status settings Top Previous Next Mame and icon Ebates BOR EE DT TUE A 3 Not done When reaching this status Set work remaining on the item to Not set hours Set status on the item ta No status set Assign to Send e mail notifications ta P Data must be filled in Mandatory data fields Yes No Comment new F No Committed to sprint product ba rl No Item name E Mo Product backlog priority produc E Ha dt Dalaara tam F3 aie When status changes toi Mot Done goto None In Progress go to None Completed go ta o o Testing by OA Blocked go ta None To Be Deleted goto None When assigned to someone ga to Additional options E Cannot set Not assigned when assigning to someone in this status F Allow reassigning in To do list overrides rules Including original creator reporter P Hide in To do list use in end of workflow for clean up Workflow status settings dialog On a workflow status you have these options Basics eSelecting a status name and icon eSelect which data a user must fill in before leaving this status for example a comment must be written When reaching this status Setting work re
182. o use custom columns that cover a large spectrum of agile needs Please see the customise columns page for more information Backlog items in a hierarchy Top Previous Next Items in the project backlog are commonly arranged in a hierarchy that reflects the overarching model of the pro ject This model is usually determined by how the team and the product is structured Complementing this parts of the backlog can be delegated to users or user groups This is indicated by the Delegated to label next to a sub project label Tip In addition to the default columns custom columns can be added that cover a large spectrum of agile needs Please see the customise columns page for more information Hierarchy O Backlog item ia Break down X Delete Undo Redo w Show w More Q Find Item name Status act eee As a user I can see my e mail amp Not done dh El Presenting mail amp Not done Incoming mail Not done Te Visual feature b VWireframe 0 of 3 tasks done Draft mail amp Not done te Visual feature gt gt Implementation 2 of 3 tasks done 4 Sent mail O Not done Te Visual feature Wireframe 0 of 3 tasks done fj AsauserIcan write e mail amp Delegated to Team Blue Not done El Composing mail amp Not done Format text Not done e Visual feature k UI design 1 of 3 tasks done Paste images J amp Not done Te Visual feature p Wireframe 0 of 3tasks done d E AA Aeos
183. on 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 r 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 oper ators Any of selected None of selected I All of selected no other At least all of selected a 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 lt On or after date gt On or before date kc Contains start 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 quer ies 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 avail able Equals to Greater than Less than Greater than equal gt Less than equal lt Contains
184. onada E bi Money 2012 10 25 35r 210 31 d Obr Morwy i Obj Fleacth kii omg dL 201 2 11427 5d Ob Aesth kit E al Obi Lowt 202 1108 2012 11 54 5d Ob Lat lt A combined agile and task scheduling project I Parens Quay bee Product Balsa A Todo be EJ Lkgerihesue D ien ba ddeg Aea HI Bien down WO Drini ite thee deep Brooms Opes ris L Dacemenits ter 2D Orbobar M ADNMcermbar 2098 la Perifola eb 4F pan B Viotiics Hen Ahate i i a nE m Wifes Mba I Ares Fera Animae n C tn ii GUE Mang GUI sri Ut dere GUI art Sur E t d omn engine rvekcparat lager mer derim lt lt A hra irepl in Bue bbe Diampie Pr Hew repilhar bas bbearg Go o i mal Ager Project A losin eurn Beenie Fr Lacazsdian denua Ge 5 4d Hee irio bution Leeds Fr How irs ri nor bution S j uan amp intan tend Cumih n xaemplo H hound Crk 4 unm Goma MERE Ei rioting c angep ag Sprint 7 mena ru i Hi Fes E Getting started with Agile planning Top Previous Next 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 eSprints iterations in eXtreme Programming with specific sprint members users and burndown charts eSprint backlog items iteration stories in eXtreme Programming eSprint tasks eReleases often referred to as milestones eA separate product backlog with backlog items stories in e
185. one 2 Fina mile Textures Exploration area exterior pt1 Textures Exploration area exterior pt1 Milestone 2 FH Textures Exploration area exterior pt2 Textures Exploration area exterior pt2 Miles Textures Mission building interior Textures Mission building interior i Textures Special effects Textures Special effects Tip After you have read this page start with inserting tasks Three important things to have in mind when making the project plan eWhen you are making a project plan and assign tasks to users or change anything it will have an immediate effect to all users connected to the project server eThe project plan you create is controlled only by you with your account unless you unlock tasks to let assigned users change the project plan themselves This is covered in the Unlock tasks section of this help manual eThe project can have several project managers each with his her own project plan If you want to co ordinate 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 Top Previous Next This section covers how to insert and delete activities Activities are objects inserted in the timeline view such as tasks and milestones Planning Quality assurance Product backlog Gantt Schedule O Scheduled task Release X Delete
186. ort Reports and trends I Create and share reports Ctrl 5hift R Screenshot tool Ctrl Shift M Reports shared to you Manage user view presets Trends Detailed access and restriction rules Accessing the trends tool The trends tool will now open Trends global per project per user group and individual users Data Not selected Type Mot selected Time period Last month Prediction One month Ez 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 Mot selected Type Mot selected Time period Last month Prediction One month Copy trend to clipboard My trends Globaltrends c trend As E mail application F All users in this project 90 Mobile game d Fick an individual user in this project Kanban Project E User groups Artists 80 Designers 70 Engineer Leads 60 Engineers Lead Artists J0 Leads 40 Producers 30 QA Team Blue 20 Selecting data in the trends tool The Type menu displays choices for what type of data to be displayed Data Not selected Type Not selected Time period Last month Prediction One month Copy trend to clipboard Agile related QA related 2 Fos Please selec
187. ot done Sues xz Walkthrough ef Completed Not assigned Quality not approved Mot done Artist Fred Art signoff IS High LOD a o First step Not done Artist Fred a a Art signoff E i Script layer Not done Mat assigned The artist again has the task in their To do list Artist Fred Todo list bona To do li st Project view Timesheet Show Fil lu Portfolio J Options Description Status Help Kanban Project Exit 4 Sprint My Kanban Sprint Cutscene 1 Level amp Not done Projects Low LOD In progress Kanban Project epa ef Completed gt o o Review by art lead Blocked 22 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 Top Previous Next You can use workflows for testing completed tasks and user stories without delegating parts of the project or back log 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 Available a Can change workflow status 1 Engineers Designer Eric Designer Kim Engineer Lisa el IE a Manager Chris mMZZ22Z Cancel Setting access rights on workflow status Example workflows Top Pre
188. ott server HOSTNAME Port 20255 o 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 Top Previous Next 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 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 in the text press Ctrl Tab 85 Tab To insert an image when editing comment text press Ctrl V 85 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 Ctr R Ctrl Shift A Ctrl Shift Number 1 9 db R Shift A 38 Shift Number 1 9 Add more users to task Arrange selected tasks Arrange tasks by extra column 1 9 numeric Ctr
189. ow 3 Member name Is a main manager Limited visibility Can access project history Example Proj Manager Yes Mo Yes 4 Go to the project you created Press More on the main toolbar select Export and Import and Import Microsoft Project XML in the menu Break down X Delete Unda Redo Show Assigned to Status Export ALL items as Hansoft XML Ctrl E Export ALL items as spreadsheet xlsx Export ALL items view as tab separated text Export SELECTED items as Hansoft XML Ctrl Shift E Export SELECTED items as spreadsheet xlsx Export SELECTED items as tab separated text Import Hansoft XML Ctrl T Import Microsoft Project XML A 24 D PED H B w Wore Ghost user mode Praject history Export and import Reports and trends Manage user view presets Pipelines Kanbans and Workflows Customize project Print Zoom view In Zoom view Qut Zoom view 10056 Switch to Gantt scheduling interface My personal options Q Fina A Ctrl Shift W Ctrl P Ctrl Ctrl Ctrl Ctrl W Ctrl OQ 5 Open the XML file you Saved As not exported from Microsoft Project 20039 Tasks and users will now be cre ated Paste as tasks items bugs from Windows clipboard Top Previous Next 1 In Microsoft Excel for example write text within a couple of cells this can be utilized within any program that has the capacity of copying text to the Windows clip
190. people g Prototype VO session in LA INot assig 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 Name Status i Not done Assigned to 4e Manager Chris ar More Click here to add a person Name Allocation ral Example Proj Manager Less 10056 More Remove OK Cancel 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 ve 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 O Doce To do list li Portfolio Description fe Administration P 4 Options Mixed Methologies Help 4 Scheduled tasks Exit Core engine development New templates in base library Projects Core engine development Localization features Small Agile Project Core engine development New inteface button i Lean amp Kanban Anim VOCap benchmark Animation te
191. priority You can select a custom drop list column as your Product backlog priority by going in to Customise project and then Priority Columns Agile and Scheduling Agile product backlog priority Prioritising a part of the backlog Top Previous Next One important feature for doing true enterprise backlog management is to be able to prioritise a part of it inde pendent 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 select a sub project and select View selected only EB Email finmchianc Pre Selecte projec Now go to Items prioritised and select priority from the column Hierarchy E Email functions As an app Copy Copy as hyperlink Cut Paste text as items Commit to sprint Delete Outdent Indent Collapse all Go to item in board view Go to item in priority view Delegate to Visible to Tag to release Link to tasks items or bugs Flag as user story Set hyperlink Archive View selected only View change history on O Backlogitem cs Break down Points application Email function 12 points nctions As an applica 5 points functions As an applica 0 points Backlog History 47 nmimte 47 mnt doen Ctrl C Ctrl X Ctrl V Del Shift Tab Tab Ctrl Left Ctrl Shift Cc Ctrl Shift V Ctrl Shift E d Ctrl Shift B Ctrl Shif
192. published it cannot be found when searching all bugs When users try to set another user or bug status they will get this message as an example Mew bugs reported by me l No name a Firewall is not handling incoming traffic Before setting another status or resource you must fill in this data Description Detailed description Found in version No resour ce set MEN Example Proj Manager New bugs reported by me No name Not assigned Selected 1 of 4 items Pug Detailed description Description P Assigned to ie Not assigned cp More Reported by Manager Chris seers Adding extra columns Top Previous Next Adding extra columns is a fundamental part of customising QA to fit your needs You have to be a Main project manager to do this Go to the More menu and then Customise project quality assurance Planning Quality assurance Product backlog All bugs in this project Find by keywords Ne Report new bug X Delete Undo Redo Show More kl Create and share Reports ID Description Export and import z E Reports and trends 7 1 Firewall is not handling incoming traffic TR 2 Sub screen is not working correctly HIE DE GL bi 3 E mail not visible in quick view Manage user view presets Detailed access and restriction rules Customise bug workflow Ctrl Shift VW Customise project quality assurance Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl
193. r 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 Not done As an application user I can search for emails easily Not assigned f Completed z E Je mn i n p Email application Version 1 0 2010 04 26 2010 05 T To compare current plan to a historic plan click the checkbox Magenta coloured text and visuals indicate change often an indication of slippage In the illustration below we can observe heavy slippage by programmers we have created a user group named programmers and assigned users to a couple of tasks J Project history for Mixed Metholagies More on selected date No more plansi Compare historic version to current Mamed history saves Showing October 2 2012 11 34 52 Show More a Q Find 2010 11 22 Wid 2010 11 29 waa 2010 12 06 w49 2010 12 13 W50 2010 12 20 W51 2010 17 27 Item name sim t w t FT s slim t w t T s s m t w t fs sim twit fs s m t wt f sim t w s7 amp h 14 492 Project root Milestones 376h 14 495 NextGen Game Pro Internal milestones 14 5 Art animation and aut 0 0 Core engine developme Milestones i M New templates in base libr Example Proj Manager Localization features H43 Localization features E Example Proj Manager New inteface button H3 New inteface button Ex Example Proj Mana
194. r 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 5 bugs Closed 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 QA user accounts Top Previous Next 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 eL og in and report bugs eBe used as a user in the QA part of a project QA accounts cannot eAccess Portfolio allocations Portfolio find or Administration eBe used as a user in agile or scheduling projects To create QA accounts you must have administration rights Go to Administration Users and then the More menu Users Projects Shares Create new user Deleteusers Edituser 3 Change Avatar More Create OA account free no licence upgrade needed Mame User group s E mail O Convert QA accounts to full user accounts Convert ghost users to full user accounts Edit user timesheet Make a timesheet report pe Customise timesheets 4 LT Delete timesheets Export this view as XML My personal options Ctrl O You can create a
195. rived The Chat 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 i Chats can also be started by clicking a Name link in any other area of Hansoft Chat rooms F Do not disturb Find people Groups O Hansoft Developers Hansoft Programmers p Hansoft Employees n jira users jira developers Online Hans Andersson Erik Olofsson Kristofer Dahl SCRUM Michael Wynne Fredrik Kennedy Glenn Stiemens Mathias Anderssen Volkan Akol Offline e e e 9 6 6 The chat roomslist Open and minimized chat rooms w Julia Artist John Producer Hey let me know when you re back A Anna Manager 1 AN x 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 c Click the Minimize icon Es of an open chat window to minimize it Click the Open icon 5 to open it Presence indicators Top Previous Next In the Chat rooms list the users and groups have icons indicating their current presence The presence is determ ined 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
196. roject 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 Top Previous Next 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 managed inde pendently of their physical location Hansoft also incorporates full version control and the documents can be rolled back to earlier versions click Show file history in the Documents view The Documents view The Documents view emulates the standard behaviour 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 available for everybody else and will be stored as the latest version Administrator f To do list Organize 4m Go Back Go Forward 3 Show deleted files Q Find files li Portfolio 4 Places Root Projects E mail application Designs 4g Porto bJ Global documents amp Administration Name 2 Size ype Last modified St
197. rs and to protect servers from clients running on unauthorized 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 authorities By accepting the certificate the user indicates that they trust the Certificate Authority and therefore the server they re connecting to and that the connection is allowed to continue In addition servers can be self signed in which case a Certificate Authority is not involved Upon connecting for the first time the user will be notified of this Logging in to a secure server j Hansoft A LA Trust verification Please verify that you trust praject corp com View certificate details Iv Always trust this certificate 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 cer tificate the user may review the details by clicking the View certificate details link If there are critical errors these will be indicated For more information about troubles
198. rt can be invoked Q Closefind Q Q Find Find by keywords I rn By these conditions Status Mot done E 4 Mot done In progress Status In progress amp Status Completed agged to release 4 Select releases E Pipeline Kanban or Workflow Scheduled Critical path 4 Select Scheduled Overdue Scheduled In progress amp Status Blocked Status To be deleted il i B Reports Scheduled Not started ye m 4 View reports window Agile They are sprints iterations Lh d A Find by keywords 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 Allacations All items Find by keywords Engineers Show More sl Create and share Reports Item name Finding bugs Assigned to and Mot done In progress d e Status Not done Status In progress gt Status Completed Status Blocked Status To be deleted P Find by keywords and select bug statuses and pre defined conditions Planning Quality assurance All bugs in this project Find by keywords EN Report new bug X Delete Unda Reda ID Description The Find query language Praduct backlog More and I Create and s Scheduled Critical path Scheduled Overdue Scheduled In progress Scheduled Not started y
199. s releases p Find by keywords All out of office tasks are also visible in all Portfolio allocations 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 Finas Q Q User 1 Aug 2011Sep 2011 Oct 2011 Nov 2011 Dec 2012 Jan 2012Feb 2012 Mar 2012Apr 2012 May 2012Jun 2012Ju 2012Aug Find Example Team User a Find by keywords Business Unit 3 Programmers Scrum team 2 Scripters QYLLLLLLL 4 By these conditions amp They are over allocated amp They are under allocated They have planning gaps amp They are allocated now They are not allocated now amp 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 Total 15 of 5b Example Proj Manager 2595 T 10 of 10 Example Team User O 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 rov Ul Split task at 2012 10 26 I Copy Ctrl C d amp Copy as hyperlink Total d Cut Ctri X o Delete Del CS Remove out of office status IE Set out of office calendar settings advanced ase Delegate to
200. sers in project c Type Status Time period Last month Prediction 5 months Copy trend to clipboard Type Status trend for All users in project ta r1 Mot done 12 ES Velacity this day 2 12 B in progress Velacity this day 0 Completed E Welocity this day 2 9 Blocked Welocity this day 0 B To be deleted 0 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 amp 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 15 Custom trend types for Small Agile Scheduling 13 12 Create ord gt Create custom trend type 10 2 Here you can create custom trend types For example you can choose main type Status and gt Custa secondary type Severity You will then get all combinations of those listed
201. soft com has been contacted and confirmed its activation Go Hansoft Hansoft Server Administrator 7 1080 Administrator User Projects Shares P To do list Mare O Documents li Porfolio 4 Options Example Proj Manager Project Managers Programmers Scr eo Help Fa Example Team User Business Unit 3 Programmers Scrip pps greatstudia carm Exit Projects wii Small Agile Log on to the project server The user can bog an te the project server Admanastration The uter can create and manage users and projects Partfalia Allacatians The user has access to the Portfolio Allocatians view Chat rooms Documents The user has access to the document view Upgrade license You can upgrade your license here Please fill in the number of additional user accounts you want your license to cover want to increase my license to cover this many new accounts a HANSOFT Suerwer license You are curently running limited trial license Server hostname Used by cents to conned to the Hansaft Project Server Edit hostname E mail Connect Hansaft Project Server to your company s e mail server Configure e mail View e mail status More settings Security policy Document policy Comment thumbnai policy Chat policy Once you have a license with the SDK module enabled and are logged in as the Administrator user the Create SDK user button will become visible Press this button to cre
202. soft with links bringing you to information on the PAWeb server Change status of an item from within Perforce and force workflow rules with help of Perforce triggers Use Hansoft reports to select which Hansoft items should be replicated in Perforce Bind Hansoft users to Perforce users to enable submit checks Send admin email notifications about errors encountered Prerequisites Before running the Perforce integration against your live server you should test it against a sandboxed Hansoft server It is also preferable that you use a sandboxed Perforce server that you can test against A trial Perforce server with two resources is adequate To run the integration you need to have a Hansoft license with the SDK module enabled To enable the SDK module on your live license or request a SDK sandbox license contact support hansoft com Installation After you have installed your Hansoft sandbox server log in with the default Hansoft Administrator account Administrator This is the only account permitted to create SDK accounts Hansoft 7 1080 x64 KY User name administrator Password T When you have logged in upgrade your license to one with the Hansoft SDK module enabled if you have not done so already 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 the SDK module will be automatically enabled when sup port han
203. 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 workers do not When you change the profile setting it has 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 Top Previous Next The list of projects is located below the main projects toolbar It shows all currently existing projects Administrator Users f To do list ss Create new project 55 O Documents la Portfolio Project name Projects Shares Delete project a Edit project f Add remove users to project More Number of members E fe v EP Administration E mail application 4 Options Mobile game o Help Exit Projects Member name c Producer Anna Designer Eric e Engineer Lisa Chat rooms a Manager Chris T Tester Jeff The list consists of three columns Is a main manager Limited visibility Yes E No F Ma IF Ma No eName shows the full name of the project 3 members 5 members 7 No No No No Ma Main manager s Can access project history Yes No Yes Yes Mo eNumber of members shows the current number of users that are members of the project eMain project managers shows the current main project mana
204. st shaot prep bo Sprint Email application Prototype bo Sprint Email application Version 1 0 P Bugs a Mixed Methologies Large Game Produ 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 b Animation test shoot prep Example Proj Manager Animation test shoot prep E Example Proj Manager Animation test shoot Mot assigned Animation test shoot E Animation test past shoot Mot assigned Animation test post shoot E Fixed duration and fixed work loj Picus Nei When you create or edit a project you have the choice of two different task scheduling project methods Fixed work and Fixed duration Project name Large Gamel Default mode for new users C Use Task scheduling Use Agile Archived status E 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 amount of users allacated to them 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
205. t 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 cur rently 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 it in the Item Details window The user you select will automatically be allocated 10096 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 locating users in large teams Animation test shoot prep INot assig Set not assigned Animation test shoot INot assig yr Animation test post shoot INot assig Example Proj Manager Animation prototype design prep Not assig Animation prototype shoot prep Not assig Animation prototype shootin L Not assig Example Team User Animation prototype post shoot INot assig Anim Monster INot assig Anim robot anim INot assig Anim monster anim IMot assic Anim Voice capture session Not assig Anim Motion capture session Not assig Anim Char Final player and enemy Not assig Char Reference player model Not assic j Anim VOCap data Not assig Find
206. t U Ctrl Shitt H Ctrl Shitt 5 Ctrl Shitt X Delete Undo Release tag 2010 05 15 Release 1 2010 05 15 Release 1 IUE MIB a Not done Q Close find Clase Viewing selected items only Click close to show all items Top Previous Next 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 More shost user mode Project history View project schedule history Ctrl J Export and import 3 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 Shitt W Customise project Print Ctrl P Zoom view In Ctrl Zoom view Out Ctrl Zoom view 100 Ctrl O Switch to Gantt scheduling interface Ctrl W T I ae amp amp a T a My personal options Ctrl O If there is a difference between the historic version and the current it is marked in violet as seen below C Email application Prototype 2010 03 29 2010 04 23 Sprint backlog items As an application user I want to create delete and edit email accounts As an application user
207. t allan Compe J PerfcecelntegratonSetting Notepad T iz Hie Ede Formi Yew Pep s a aa i EEE T GEE EF o if ee config ErrarRetryTime The number of simutes TO wait before retrying ee a processing error Show detis UpdateInterwval ay How often to poll perforce for updates Number of seconds between polls i gene ce Fa RC ARN a if Fuzzy marching 5 ceno 41 o deface 15 05 D Beans only a faster case insensTETvn WF EP P Fi Ti Er rr fey fy if FEEFPFNPblbg gg g g9g 9ggg if rie feet r Fj f E rau rry FP fa PFEF Ud fi feat i FiF ff yy y fi ff i elas IDE per Jf vou can specify several Hansofrbarabase sections ro connect ro several servers ar once pe Host localhost i The IP address of DNS name of the Server to Connect Ed Port 530256 The part of Hansoft server to connect t Database karg A Projects if The mHansofr database ro conmecr T us r pi SOK account in the Handoft database to connect to Password p4 The password for the SK account in the Hansoft database to connect to 5DkSesstonrTimeout Q fe The musber of seconds until the SOE session timeours if it c f Configure certificate for this connection to a Hansoft server oes Enablatertificates H Enable usage af certificates w Publiccerrif caremrarh p Tor found the file overrides PubliccerrificatenaT a Publiccertif icatebata x fi Server public Rhei PrivarekeyParh Tf found the file overrides Privatexeypata Privatexeynpata ff Private key
208. t of users groups Available Kq Engine Scrum Team Kq Environment Scrum Team Example Proj Manager Kq Gameplay Scrum Team Kq Outsource Art Production Team Sub project item path OK Cancel OK Cancel 9h 9h 9h Us Oh 5h Not done Q Not done Q Not done 010 03 29 2010 Q Not done 2010 05 19 R Completed Q Not done 2 E Low prio Auto assigned to cy Example Team User Ee Ld Top Previous Next 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 displayed 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 gt Customise project and finally More and Sub project item path amp 5 Customize project Columns Calendar E mail natifications 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 hore pre Show a path of depth one Show
209. t pro cess to take place when a task is done go to testing for example To set default workflow for new tasks right click on a subproject or sprint and select Set default workflow for new items El Sprint backlog items 4 Spell checking G Address book h Copy Ctrl C 4 Organizing e m Es Copy as hyperlink 4 As auser ican CE TS 4 As auser lcan No name Paste screenshot as attachment Ctrl V Return to product backlog Del Qutdent Shift Tab ndent Tab Expand all Ctrl Right Ej Go to item in board view Ctrl Shift C i Go to item in priority view Ctrl Shift V lt gt Goto in product backlog Ctrl G ae Delegate to Ctrl Shift Go Visible to eoo Link to tasks items or bugs Ctrl Shift B J Flag as user story Ctrl Shift U em Set hyperlink Ctrl Shift H 9S Set default workflow for new items Cg Archive Setting the default workflow for new items El Sprint backlog items 4 Spell checking o e Default workflow is Code feature Not done No name Not assigned 9 9 Code feature 9 9 Implementation Not done Mo name Not assigned 9 9 Code feature 9 9 Implementation Mot done Mo name Not assigned 9 9 Code feature 9 9 Implementation Not done New items having inherited the default workflow from their parent subtask Workflows in the To do list Top Previous Next In the To do list an option can be enabled to always show items that have a workflow applied to them e
210. te lt On or after date gt On or before date lt Example Synonyms gt II gt e Se gt gt lt lt gt gt lt lt 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 Syntax 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 time Now X Y M D W H m S HH MM SS 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 now Together with keyword now you can also add or and Second Minute Hour Day Week Month Year zzo cgo Example of now syntax Start 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 determine
211. tems as tab separated text Lh Print Ctrl P Zoom view In Ctrl Import Hansoft XML Ctrl Ij 1 Zoom view Out Ctrl Import Microsoft Project XML l C Zoom view 100 Ctrl Switch to Gantt scheduling interface Ctri W J My personal options Cti 0 eee ee 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 Top Previous Next 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 cre ate cannot login to Hansoft with their client until they have been converted to normal 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 normal users it is recommended that you upgrade your license either by using the upgrade license interface or by contacting sup port 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 l
212. terrain 4 Mountains Yeti Mountain te Mountain Texture terrain KE F Reference material review ur F Model geometry ae HF Texture terrain 4 Mountains Mt Everest te Mountain kk Reference material review 25 HF Reference material review ul i Model geometry UD Texture terrain El Jumps Small jump te Mountain object k Texturing moe f Model e P Texturing fd Game variables Pipeline tasks in a sprint In the product backlog on the other hand pipeline items will appear as single row summaries The backlog is inten ded to provide a more aggregated view not primarily dealing with individual tasks Mountains Mt Crumpet te Mountain 4 Mt Rushmore ts Mountain kbk Model geometry 4 Yeti Mountain te Mountain Texture terrain G Mt Everest te Mountain kk Reference material review 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 backlog pri ority 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 Product Pipeline Item name backlog priority Kanban or Workflow 4 Jumps Small jump ly High priority 2 Mountain object k Texturing 1 of 3 tasks done Pipes Long pipe E Low priority
213. 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 Spell checking Not done Implementation I Copy Ctrl C ES Copy as hyperlink Paste screenshot as attachment Ctrl V Not done LA mrece FirmmLb Address book Implementation Mot done lh Organizing e mail Implementation Goto in project view Ctrl G Mot done 4h Incoming mail Implementation gt Report time on Incoming mail Mot done 3h Documentation View change history an Ctri Shift Ch View time reported an e 9 Draft mail Mot done 2h 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 spe cify hours for the task 2012 10 08 3 hours total Activity Type Project Started Finished Duration E m necking Implementation E mail application E 16 00 19 00 Etoo 26 Delete de Create new row The timesheet row for an individual task Agile and task scheduling Top Previous Next 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 selection will then be the default mode for the project which means that project members and sub project managers will be in
214. tienal Budgebrd work column is added Kerk behart dH erer Tram the dioed dunen prp in Ene eras that tee duraci n well acus p Hose Hied amont OF uter and pese budgeted Task ccengletion method VK Use oni Saber column te complete tchedueld Lapke Ure Percentage meter nd 5Eiur column 1o complete a credula task om cancer 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 binary yes or no or percentage 0 100956 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 project 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 milestones and assigned work will be deleted permanently
215. tistics related to OA Every Monday In addition to this you can CC new comment posts to individuals or user groups ID Description Assigned to Status ite 1 Firewall is not handling incoming traffic W Engineer Lisa qir Assigned hy 2 Sub screen is not working 72 7 M m 3 E mail not visible in quick Copy Ctrl C Copy as hyperlink Cut Ctri X Paste screenshot as attachment Ctrl V Delete Del Tag to release CC new comments to Set hyperlink Ctrl Shift H Set status override workflow b View change history on Ctrl Shitt 1 View time reported on As shown in an previous chapter you can also notify individuals or user groups when a bug reaches a specific status here the user group Project managers is notified when a bug reaches status Closed o a Transition G Edit status x e hours I5 Assign ta ed Send e mail notifications to ijssign Mandatory data fields Data must bq Mal notifications to Comment n Description When a bug reaches this status extra e mail notifications can be sent out Detailed de to a set of users groups Severity Eua m ran When assigned to someone go to Designer Eric I amp Additional options Cannot se 1 Designers Allow reas Engineer Lisa 1 Engineers Detailed description and Steps to reproduce Tor Previous Next For each bug you have a Detailed description and Steps to reproduce Bug Detailed descr
216. tone 1 Contract Executed Exploration area exterior lestone 1 Contract Executed Textures Textures NPC and mission area start zone _ Milestone 2 Final milestone schedule Textures Exploration area exterior ptle d Milestone 2 Hinal milestone schedule lt gt Connecting activities A cornerstone in the project planning is to set logical dependencies referred to here as connections between activ ities 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 activ ity and then releasing the mouse button The action is indicated by an orange arrow and orange coloured activ ities Animation test shoot prep ery Animation test shoot Animation test post shoot 2 The activity you disconnected from the first now affects the activity you connect to the second The start date of the 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 lis Animation test shoot Animation test post shoot E A blinking red arrow along with red coloured 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
217. ts Visual feature Wireframe amp Edit Pipeline Kanban Visual feature e EP mm 5 Create task Create reference Edit t Disconnect YX Delete Undo Redo To Action Pipeline Kanban Start Can select in column drap dawn 2 ee a i E q All project members Update only items selected in the praject v 0 Only use this on new items 3 Preview of items which will be updated C Task double click to locate Wireframe Suggest corrections Let users break down i eal tack is Format text Max WIP 3 items Paste images Max duration O days 4 Document EE um m m Um um um um um 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 L2 Visual feature Old version kk Wireframe of 3ta ne 2 Visual feature Old version b Wireframe 0 of sta done t2 Visual feature Old version Wireframe 0 of 3 tasks done t5 Visual feature Old version k b Wireframe 0 of 3 tasks done Likewise if you delete a pipeline you will have the option to update items f Action Pipeline Kanban Start Can select in column drop down gA All project members v 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 Ma
218. ttings General settings Integration settings 7 Enable perforce integration E Use meta space encoding Allow configuration per project Allow integration to overwrite perforce trigger settings Use password Perforce user password eeesesesessessessesesseeseeob soosb s behh Perforce integration trigger paths depot Triggers V Allow submit of changelists without jobs attached when trigger host is set The trigger now enables the Perforce integration to perform the submit checks before the actual Perforce submit and give feedback to the user vince localhost ee MM ymmo mcns eo ERIS Sa Error at ine 1 of field Jobs in change specification Job fix status must be one of f same open dosed suspended Gener al Mo status set General Blocked General Completed General In progress General Hot donefGeneral To be deleted My Project QA Assigned My Project QA wert QA x a Bronse Job status upon submit Mv Project QA I Rescived To be reviewed sim sw J cw There are two options to bypass the trigger check under general settings Perforce integration global settings SPW WWUH RPU SLE lS 1 EUETEUOHTCU Slalus HS Global Settings Column settings L Show workflow status General settings Display sub project path in description Display sub project path Ti C Bypass trigger
219. tween 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 0 items Scheduled condition Incomplete Scheduled condition Not started yet Scheduled condition Overdue Sprint priority Start On criteria find on a p Find by keywords Scheduled condition In progress P Bug status Assigned Closed or New On criteria find on Specify choice Status Workflow l Select Status Workflow y Find by keywords Or work remaining greater than 10 hours On criteria find on Numerical condition Greater than 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 Create excluding criteria oO Disconnect In project Small Agile 2 bugs aM Nothing selected e none FN Lf gut a 0 bugs Query logic Creating a criteria after another means logically AND see query language for more references Gi Create find criteria c Create excluding criteria xS Disconnect Delete 3 Undo Ca Reda Sort and group report by gt More ag Save al Report query Generated from find criterias Itemskakusz Not done
220. ule Example Team User Milestone z n area exterior pt2 Milestone 2 Final milestone schedule Textures Mission building interior E Textures Special effects Example Team User Milestone Z Final milestone Example Team User 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 dadule ial milestone schedule Example Team User Milestone 2 Final milestone sch Milestone z Example Team User in area exterior pt2 Je Team User Milestone 2 Final milestone schedule Textures Mission building interior eee Textures Special effects Vacation planning Trip to England 2 Example Team User Milestone 2 Final milestone Example Team User Milestone 27 Milestone z Final milestone schedule We right click on Trip to England and choose Set out of office status on task s Example Team User Milestone 7 Final milestone schedule Example Team User Milestone i milestone schedule n area exterior pt2 Example Team Usef Milestone 2 Final milestone schedule Textures Mission building interior amp zx Example Team User Milestone 2 Final milestone Textures Special effects Example Team User Milestone Z2 Vacation planning rr Trip to England ie schedule Dl Split task at 2011 12 23 lu Copy
221. ule timeline People All project members a Designer Eric e Engineer Lisa e Manager Chris Burndown chart El Sprint backlog item A Show work remaining for Designer Eric Set allocation percent for Designer Eric in this sprint eu 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 in par allel or that users might have responsibilities outside of the sprint work Teta 58 of 144 Designer Eric J2 of 64 Engineer Lisa 28 of 64 Manager Chris 25 Mm 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 a Protot amp 5 Work remaining for Designer Eric El People All project f Designer Eric Total work remaining 22 hours equals 2 8 days e Engineer Lisa This user is over allocated with 6 hours equals 0 8 days q Manager Chris Burndown chart Item name Status Sprint priority Work remaining E Sprint backlog iten Wireframe for reading e mail Notdone LJ High priority 7 hours 4 Wireframg Wireframe for composing e mail Notdone Ld Medium priority 8 hours F G Wireframe Wireframe for organizing e mail Notdone E Low priority 7 hours 6 hours over allocated z Wirefram E E
222. umn 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 BENE 2096 Arranging tasks and user leveling Top Previous Next 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 exper ience 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 LJ Scheduled task Release X Delete Undo Redo w Show More Q Find amp GQ ril 2013 May 2013 June 2013 Activity name ii July 10 0 Project root a Milestones Milestones ba raal El 0 0 NextGen Game Production Plan 0 0 gt Internal milestones 10 0 Art animation and audio anamalion and audio J El 0 0 Core engine development Core engine development Gy
223. users is important in a number of crucial ways elt is preferable to have a smooth 100 allocation of the user over time avoiding over and under allocation eYou want to see where and between which projects there is a conflict if over allocation occurs eYou want to get a clear overview of the Portfolio allocations for the whole company or groups within the com pany 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 administration Administrator Users Projects Shares ft To do list create SDK user Createnewuser Delete users 2 Edit user F1 Change Avatar More O Documents la Portfolio Name User group s E mail Status Share information ra Administrator Designers Le Online Home use this database 4 Options ra Designer Eric Designers Tea Offline Home user in this database Help ra Engineer Lisa Engineers Tea Offline Home user in this database gt Exit c Manager Chris Designers Le managenc Offline Home user in this database e Producer Anna Leads Produc Offline Home userin this database dr Tester Jeff QA Offline Home user in this database Log on to the project server Yes 5 No The user can lag on to the project server Administration l i Yes O No The user can create and manage users and projects Portfolio Alloc
224. ustom column Name Found in version Type Drop list single choice x Columns E mail notifications Finding bugs You can add extra columns that can be used for additional data on each item Available columns Database ID Hyperlink Last commented on Last updated on Activated columns gt jJ 1 Found in version Severity Steps to reproduce You can create delete or edit extra columns here Create column Delete column Edit column z Can be accessed by All project members Drop list configuration Create item Delete item Edit item Items M v4 2 L V5 0 OK Cancel Sort Move up Move down m7 Now Found in version will be visible in the project columns and you can find on it and see how many bugs that has Found in version over time in trends etc EIE Ld Pa Detailed access and restriction rules Descripti Firewall is not handling incoming traffic W Sub screen is not working correctly E mail not visible in quick view Found Assigned to Status in version Engineer Lisa i Assigned E V42 Tester Jeff rh Re open E v4 2 Engineer Lisa i Assigned Ld v5 0 Top Previous Next Hansoft offers extensive functionality in giving and restricting access to bug column data and other parts like delet ing bugs importing XML documents or customising the workflow and more Bugs can be hidden for a specific user or user group when a bug h
225. ven 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 lo do l st Projet view Timesheet Show Find Show Archived items Description Status Show Completed items PES appli TII Show Completed items that have a workflow Show Only four weeks of scheduled tasks 4 Sprint Prototype Composing e mail Spell checking 9 2 Code review Completed show Item details window Dictionary support Workflow on a pipeline task Top Previous Next In a pipeline you can choose to have a workflow on a pipeline task The strength of workflows is particularly appar ent 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 select on pipeline tasks Low LOD and High LOD The Low LOD step when completed will be assigned to the art lead for review 5 My Kanban Sprint PIE People All project members Burndown chart Sprint backlog items EC Cutscene 1 Not done te Cutscene p Level ue x4 Walkthrough ef Completed Not assigned xs wf MoCap Completed Mot assigned m F Camera amp Ligthing ef Completed Not assigned e El Level Mot done eue a Walkthrough f Completed Mot assigned HF Low LOD a o First step C In progress Artist Fred a a Art signoff d High LOD a o Mot started Not
226. vious Next To quick start the use of workflow you do always have access to built in examples under the More menu when edit ing 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 Example Asset Art Sign Off Edit workflow access rights Example Asset JIRA default workflow t Export this view as XML Import to this view from XML Fundamentals RPM Non Hansoft has full support for Quality Assurance QA QA in Hansoft is integrated with the project side allowing co workers to see schedule amp agile tasks and bugs alongside one another in their To do list Hansoft offers extensive functionality to customise 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 All bugs in this project Find by keywords ne Report new bug X Delete Undo Redo w Show ww More k Create and share Reports ID Description Assigned to Status Severity T 1 Firewall is not handling incoming traffic W Engineer Lisa Jte Assigned ATF 2 Sub screen is not working correctly Tester Jeff m Re open ATF 3 E mail not visible in quick view Engineer Lisa ite Assigned New bugs reported by me My first bug Not assigned TEM New Reporting and editing bugs Top
227. w Editable by me only Show Archived items C Email application Prototype 2010 03 29 2010 04 23 People All project members Burndown chart Sprint backlog items y Show Completed items 4 Email accounts As an application user I want to create delete and edit em Example Team Us COmprered J Show items that you have permission to edit either by delegation or sprint membership Agile Schedule O Sprint backlog item ss Break down X Delete Undo Redo w Show w More Item name T Show Individual allocation Sh Project root Show Last comment in list El 9h Sprints Show User stories in list Nd Show Assigned to me a p Email application Prototype 2010 03 29 2010 04 23 wie cai Show Editable by me only People A Opec embers People All project members SEO Andr NES Burndown chart Sprint backlog items Show Completed items Email accounts As an application user I want to create delete and edit em Not assire cw Lomprered 4 Email functions As an application user I can create new emails Mot assigned amp Not done 5h Presenting emails As an application user I can see a list of all my emails 4f Completed Security As an application user I can password protect the application so Example Proj Mai Not done 4h Presenting emails As an application user I can search for emails easily Not assigned Completed Oh User view presets Top Previous Next User view
228. werful 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 Wot set hours Duration for Scheduled tasks 1 Assign to Apply workflow or pipeline oY 8 5 Break down options Can be broken down into sub pipeline tasks F 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 Setting 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 Takt time is also available in the Schedule view E Task f Selected MES In development 1 day 23 hours left M Done ae Internal deploy as Documentation Workflows Workflow fundamentals Top Previous Top Previous Next Next 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 sequ
229. will automatically update the results in the background project view The report results can also be expor ted as XML spreadsheet or tab separated text C Create find criteria Create excluding criteria 3X Disconnect E Delete O Undo Redo i Report query Statuscompletion Not done OR Statuscompletion In progress Not done In progress 2b in LB out On criteria find on Specify choice Status completion d Select Status completion Building a query Top Previous Next 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 lan guage 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 d generate and export Trirseer bugs D Crests find obra amp Create quriuding cr eria jEs 2 Debts 7 E En pa ho ud ancup reper iy Cb Expert repost revu Lo Men Report query Gataia le Pesce Pure cee on egos COR iari ea conten hnd em Cutiom report query ngay Ge Diner Find criteria A find criteria is the element be
230. x duration 2 days O hours amp 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 E ts suggest corrections te Format text te Paste images te Document te Address book ts Organizing e mail te Incoming mail t2 Draft mail t 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 ien kk Wireframe 0 days3 hoursle amp Not done UI design rue Implementation 4 Format text 4 Paste images 4 Document amp Not done Mot done amp Not done Notdone fe Notdone Fe Notdone lt 2 Pipelines in the product backlog ts Visual feature Deleted pipeline kk Wireframe Visual feature Deleted pipeline Wireframe Visual feature Deleted pipeline Wireframe Visual feature Deleted pipeline Wireframe Top Previous Next While in a sprint items with a pipeline will appear with all the steps visible as individual rows Mountain sprint People All project members Burndown chart El Sprint backlog items El Mountains Mt Rushmore te Mountain kbk Model geometry de a Reference material review a HF Model geometry us Texture
231. y in the timeline view a menu will pop up Animation test shoot prep Animation test sho I Split task at 2011 03 22 Animation test pg P EN Copy Ctrl C ES Copy as hyperlink 44 Cut Ctrl X Delete Del ES Set aut of office status az Delegate to Ctrl Shitt G Qo Visible to Disconnect Ctrl D Set colour d You can now perform the following actions eYou 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 eCut deletes and copies the activity to the Hansoft Project Manager clipboard and to the Windows clipboard as raw text information eCopy simply copies the activity to the Hansoft Project manager clipboard and to the Windows clipboard as raw text information eDelete deletes the activity eDisconnect removes all connections to and from the activity eSet colour sets the colour of the activity ePlease Note All actions can be undone Indent outdent and summary activities Top Previous Next A corner stone in arranging the activity list is through indenting and outdenting activities This is primarily used when eYou want to split up the plan into categories users or sub projects eYou 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 blk I Copy

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