User Guide
Contents
1. 4 Show Calculated status for Features e Clicking on this link will take you to the feature status board Work package operations 1 Decompose Work Packages into Stories e Clicking on this link will take you to an association board with work packages in the header and stories in the content area 2 Show associations between Work Packages e Clicking on this link will take you to an association board with work packages both in the header and in the content area 3 Show priority board for Work Packages e Clicking on this link will take you to the work package priority board 4 Edit status for Work Packages e Clicking on this link will take you to the work package status board Test package operation e Show priority board for Test Packages o Clicking on this link will take you to the test package priority board e Edit Status for Test Packages o Clicking on this link will take you to the test package status board Story operation e Show priority board for Stories o Clicking on this link will take you to the story priority board e Show status for Stories o Clicking on this link will take you to the story status board Requirement operation e Show priority for Requirements o Clicking on this link will take you to the requirement priority board e Edit Status for Requirements o Clicking on this link will take you to the requirement status board Defect operation e Show priority board for Defects o Clicking on this link will take you to2. Clicking on the Page button in the main menu bar to start using the program O O O When we create a new program a team member with our name is automatically added to the program The Category property of our team member is set to owner to indicate that we are a program owner A program owner is like an administrator for the program This means that in addition to the things that a normal team member can do in a program a program owner can also add edit and remove team members in the program A Sellegi ACT user can only access a program if there is a team member in the program with the same name as the Sellegi ACT user s name When the program owner specifies who should have access to the program by adding team members for a program these team member properties are important Only program owners and administrators can update team member properties e Category o Set the Category property to owner to indicate that another team member than you also should be able to act as a program owner in this program e Edit filter o To restrict what the team member can edit we can specify an edit filter The edit filter has the same capabilities as the main filter We can for instance configure that a team member should only be able to edit elements related to release A and team B by setting the Edit filter property value to release A team B e View filter o Torestrict what the team member can view and edit we
3. However the calculated status that you want to edit may come from another element If this is the case there is an i button on the Calculated status row Look at the tooltip for the i button to find out the source element If you want to you can navigate to the source element from the Related elements tab The content element symbol in status boards See the general description of content element symbols in the chapter named The content element symbol Ranking boards Ranking boards are used to rank a group of elements of the same element type The element type can for instance be feature or epic To open a ranking board you can do something similar to the following steps 4 5 6 In the status bar click on the Edit button On the Edit page select the element type you want to work with in the ranking board In our case we select feature Click on the Rank features link in the Operations widget Buttons in the extra toolbar for ranking boards The extra toolbar for a ranking board has the following buttons 1 Show filters a Click on this button to change the filter used for elements in the ranking board Filter on status a Click on this button to filter elements in the status board based on their status values For instance to reduce the number of visible elements and columns you might want to hide elements having status Not Set Deferred or Rejected Save ranking a Click on this button to save
4. another column 6 Delete selected element Work Package a Deletes the selected element from not only the diagram but also from the program Status board columns In the status board header you will find the following column headers e First column Not Set o Elements in this column have no status value e Other columns New In Progress o Elements in these columns have the status value indicated in the column header Changing the status value of an element To change the status value of an element move the element to the column representing the desirable new status value If the element should no longer have a status value move it to the Not Set column Question I cannot change the status value Why Answer e Variant 1 You are logged in with a user and team member combination that is restricted to read only access to the elements in the status board You have to either log in with another user or ask the program owner or the administrator for better access rights to be able to edit status values e Variant 2 There is an image of a locked lock after the status board title This indicates that the status board is showing calculated status This happens for instance when you navigate to a status board from the Overview page Calculated statuses cannot be edited directly You have to switch to a status board showing manual status This can be done with the Display Options button in the extra toolbar for the status board
5. is associated with a team member e is delivering its execution result to one sprint Things to work on A project or a program is often creating an improved version of an existing product The Things to work on element type group contains element types that are commonly used when we are working on a new or improved version of a product 1 A module is a product part that related work items are creating or improving when they are executed 2 A requirement is satisfied by executing an associated work item 3 A defect is resolved by executing an associated work item A defect can also be treated like a work item of type story Integration points The Integration points element type group contains element types representing builds deliveries or integration points 1 A release e is intended for delivering a product version to stakeholders outside the project e is delivered less often than a sprint 2 A sprint e is intended for delivering a product version for use and testing within the project only e is delivered more often than a release Workers The Workers element type group contains element types that represent those that are working on work items 1 Ateam e is working with a backlog of work packages and test packages intended for delivery to a sprint e can be associated with team members 2 Ateam member e is working with a backlog of stories and sometimes defects intended for delivery
6. Highest priority Technical dependencies between work packages Medium priority The Ranking property value Lower priority The Priority property value Lowest priority Alphabetical Name order i ile a As an example If work packages in a column are not related with any technical dependencies ranking property values are compared to determine the order For the group of elements that do not have a ranking property value or for the group of elements that for some reason have the same ranking value the priority property value is used instead to determine the order Status boards Status boards are used to show and edit status of elements To open a status board you can do something similar to the following steps 1 In the status bar click on the Edit button 2 On the Edit page select the element type you want to work with in the status board In our case we select work package 3 Click on the Edit status for Work Packages link in the Operations widget Buttons in the extra toolbar for status boards The extra toolbar for a status board has the following buttons 1 Show filters a Click on this button to change the filter used for elements in the status board 2 Filter on status a Click on this button to filter elements in the status board based on their status values For instance to reduce the number of visible elements and columns you might want to hide elements having status Not Set Deferred or Rejected 3 Disp
7. for work packages that were finished today status was set to done to complete the average duration between when the work package status was set to in progress and when the work package status was set to done If no work packages were finished today the lead time from yesterday is reused The edit page The Edit page is a good starting point if you want to edit elements like features work packages and stories in the program Once you have logged in you can navigate to the Edit page by clicking on the Edit button in the toolbar at the top of the page If you have not yet selected which program to work on select a program with the drop down menu in the first white area in the menu bar This drop down menu can also be used to switch the program you want to work on Widgets on the edit page On the Edit page we can find the following widgets 1 Filters e Use this widget to limit the scope of the information presented on the page to for instance only show elements associated with a specific release 2 Element types e Use this list of element types to select one or two elements types that you want to work with 3 Elements or one element type name e This widget contains a list of elements when one element type is selected in the Element types widget e Use the buttons at the bottom of the widget to i Plus button Add one element of the selected element type ii Pen button Edit properties for the selected element iii Tras
8. in a circle i Click on this button to bring up a dialog with properties and relationships for the content element c i without a circle i This image is only available if the most important properties have been filled in for this element ii To see the most important properties for the content element bring up the i without a circle tooltip iii This image is not a button and cannot be clicked 5 The symbol color indicates the status of the element a We can use the Status colors widget on the Overview page as a status color legend in a separate browser window 6 The most recently used for instance moved element has a thick blue border This makes it easy to find the most recently used element even when switching between boards Creating associations with an association board To associate a content element with one header element e Drag the content symbol from the first column to the column with the header element that the content element should be associated with To associate a content element with another header element e Drag the content symbol from the column with the header element it should no longer be associated with to the column with the header element it should now instead be associated with To associate a content element with several header elements e Click on the Not associated column header the first column header e Click on the Show All button in the column header e Drag the content symbol
9. restrict the search to only match elements modified by a certain team member by specifying the team member name e Help o About Sellegi ACT Use this menu choice if you want to see the Sellegi ACT version and build numbers You can also see the Sellegi ACT license and third party licenses for software that is included in Sellegi ACT Tricks and tips Minimize board size To view as many symbols in a board as possible without scrolling you might consider temporarily changing the browser scale to for instance 90
10. to a sprint e can be a member of a team Status propagation The common scenario is that status is set for work packages or associated stories and test packages Status is then propagated and aggregated to other elements based on how the elements are associated Status propagation direction for associations Element status can be propagated in one direction only along certain associations With a default configuration of the program we have the following major status propagation directions Story Work package Work package Feature Work package Sprint Work package Work package but only for the bad status Deferred Test package Sprint Feature gt Epic Feature gt Release 8 Team member gt Team ee col IE Status aggregation If several status values are propagated to the same element for instance status is propagated from several work packages to one associated feature the worst status is selected as the calculated status for the destination element With a default configuration we have the following status values sorted according to status severity with the worst status at the top Deferred New In Progress Implemented Tested ERI e Dep 6 Done 7 Not Set not propagated 8 Rejected not propagated If we continue our example If the work packages have status In Progress and Done the calculated status of the feature becomes In Progress Manual status overrides calcu
11. User Guide For Sellegi ACT 3 3 1 Beta This is the user guide for Sellegi ACT 3 3 1 Beta Table of contents Starting to use Sellegi ACT cm 3 URL eiiis zt MT ean EE E stun e EAEE AEE sounds 3 LOGGING iN seriis a code eae Aa a 0 Rm 3 The overview PAGE xscssaecxsexbaexetx ees eoutrepupceucktaexstavPd ERUxaq ie e ddl UE qq wA braPM nS E 3 Buttons in extra DOOD aM at 3 Widgets on the overview Deae ce ss euic qv aea unen RAE E YERAFEREE EARN YREHERENA ERA E MERE 4 Hi i 0450 pe 5 Widaete on th edit Dagessis oio eller etude Uca ven bui lett UTD E EPIS 6 Tasks on the edit PAGE escivesexesa ex etre RAE OCT diea rada e aeU e aS RDEMRUEE QN TN E NU ATAS 6 Operations on the edit page essessseeeseeeee enne 7 Epic ODSI aO IS usse ii ER REY ERU RD EAT VV REI RAO GER AE TERR QOO GRE VILE CEU RR KC ERN 7 Feat re ODERAUONG MM T T 7 Work package ODBerdlbiOliS isses rest eraiadbe vrbes EEUU TERES eEec FOR E EE rA ERE CM DO IE 8 Test package operation cesses eese nana sns nnn 8 Story ODEN AUION C c 8 Reguirement ODSFakIDIT aeexasa xus 2x unint titta naii CREEK KERRE UE RRGXEMXNXECRK EE Y NE 8 Defect opSrabloll uoce bore v xeb OUR hee tee DRIVE M AD ES EDU EDI 8 Operations with two selected element types essseenn mnm 9 Association IDO AIS ieee at cas tes aieo inea ANE EE erence EAN EEE EELEE esu Ade LES 9 Buttons in the extra toolbar fo
12. ain visible Other element types are also filtered based on their relationship with the release or sprint specified in the time filter o The time filter uses the alphabetical order of sprint names to determine the order sprints are executed o For instance we have sprint A associated with work package A and sprint B associated with work package B If we set the time filter to sprint B Sprint A will not be visible since sprint A is older than sprint B Work package A will not be visible since it is associated with sprint A that was hidden by the filter Error and warning messages Sellegi ACT highlights inconsistencies in the program by producing error or warning messages e On the Overview page the Risks widget indicates how many errors and warnings there is in the program o Click on the Error or Warning bar to get a list of errors or warnings o In the list click on element names to see the properties for an element Many messages are about two elements If the two elements are directly related we can click on the Re ated elements tab in the dialog identify the row with the other element and Click on the board button to see both elements in an association board e Ina diagram symbols indicate if a content element has an error or warning message by including a warning triangle in the symbol button row The warning triangle tooltip shows the message A program with a default configuration can for instance produce th
13. can specify a view filter The view filter is specified in the same way as the edit filter Filter to focus on important elements Filters are used to limit the number of elements visible in lists and boards to make it easier to focus on the elements that we consider important at this point in time As a normal Sellegi ACT user you can use the following filters e The main filter o The main filter is available on most pages either directly in the Filters widget or in a dialog that pops up when the Show filters button in the extra toolbar is pressed o Select for instance release A and team B to limit elements in lists and boards to elements associated with both release A and team B o Remove the selection in the filter to view all elements again e The status filter o In boards it is possible to click on the Filter on status button to specify a status filter for the board As default all elements are shown We might want to hide elements with status Not Set and Rejected in for instance a sprint work package association board e The time filter o The time filter is useful when we want to hide elements related to all old releases or sprints o The time filter is behind the scenes saved as a team member property for the currently logged in user o To edit the time filter select Settings gt Preferences gt Time filter in the main toolbar o Specify the release or sprint that should be the first release or sprint that should rem
14. can import elements from Rational Team Concert project areas if the administrator has configured Sellegi ACT for use with RTC In the dialog that appears specify the RTC profile you want to use as well as an RTC user name and password that has access to the RTC project area of interest Export to RTC With this menu menu choice we can export elements to Rational Team Concert project areas if the administrator has configured Sellegi ACT for use with RTC In the dialog that appears specify the RTC profile you want to use as well as an RTC user name and password that has access to the RTC project area of interest Import from RRC With this menu choice we can import elements from Rational Requirements Composer project areas if the administrator has configured Sellegi ACT for use with RRC In the dialog that appears specify the RRC profile you want to use as well as an RRC user name and password that has access to the RRC project area of interest Print This menu choice is currently not available Printing a Sellegi ACT web page directly with the web browser Print menu choice will sometimes not give you a satisfactory printout If you find yourself in this situation you should try using the Capture screen button that is available on most Sellegi ACT web pages in the extra toolbar Print or copy the image that is shown in the Screen capture dialog that appears If you paste in for instance Microsoft Word use Paste special to paste th
15. ch time an element is moved in an input column 4 When the element order in the ranking column is ok and all input columns have an appropriate order of elements you can commit the ranking board order by pressing the Save ranking button in the extra toolbar This updates the Ranking property value for all elements in the Ranking column Model elements and how they are associated On the Edit page the Element Types widget contains all the element types we can work with in Sellegi ACT For a program with a default configuration we have the element types listed in the sub sections below Work items Work item element types are planning element types representing things that should be done or have been done The list below is sorted on work item size with the largest work item at the top 1 An epic e is broken down into features e is often associated with several releases 2 A feature e is broken down into work packages e is delivering its execution result to one release 3 A work package e is associated with a team e is used for planning implementation activities e is delivering its execution result to one sprint e can be broken down into stories 4 A test package e is similar to a work package but is used for planning testing activities instead of implementation activities e verifies the result of executing a work package or a feature e delivers the verification result to a sprint 5 A story e
16. content area 7 Assign work packages to teams Clicking on this link will take you to an association board with teams in the heading and work packages in the content area 8 Assign work packages to sprints Clicking on this link will take you to an association board with sprints in the heading and work packages in the content area 9 Decompose work packages into stories Clicking on this link will take you to an association board with work packages in the heading and stories in the content area Operations on the edit page As default we have the following operations in the Operations widget on the Edit page Epic operations 1 Decompose Epics into Features e Clicking on this link will take you to an association board with epics in the heading and features in the content area 2 Rank Epics e Clicking on this link will take you to the epic ranking board 3 Show priority board for Epics e Clicking on this link will take you to the epic priority board 4 Show Calculated status for Epics e Clicking on this link will take you to the epic status board Feature operations 1 Decompose Features into Work Packages e Clicking on this link will take you to an association board with features in the header and work packages in the content area 2 Rank Features e Clicking on this link will take you to the feature ranking board 3 Show priority board for Features e Clicking on this link will take you to the feature priority board
17. e copied image as a bitmap Administrate This button is available mainly for administrators but also for program owners which to some degree can administrate their own programs This button takes us to the Administration page with the following sections Programs Add edit and remove programs Users Import user settings from an LDAP server Define Sellegi ACT user name password and role manually Sellegi ACT roles e actadmin An administrator that can do everything e actmember A normal user that can update information in programs they have access to e actuser A user that only can view information in programs they have access to o Team Members Associate Sellegi ACT users with programs by creating team members with the same name as the user in appropriate programs o Ranking boards Configure how ranking boards should work Number name and order of input columns Cost or Value columns How the column should determine values By symbol order or property value Weight of the column o JIRA integration Available if Sellegi ACT has been configured for use with Jira Create edit and delete JIRA profiles Download and upload the ACT Jira mappings file o RTC integration Available if Sellegi ACT has been configured for use with RTC Create edit and delete RTC profiles Download and upload the ACT RTC mappings file Overview This button takes us to the Overview page Read more about this in the secti
18. e following messages 1 Feature A delivers to Release C but could deliver to Release B based on associated Work Package and Test Package deliveries 2 Status inconsistent with dependency Work Package B Done depends on Work Package A In Progress 3 Work Package B depends on results from Work Package A that is also delivering to Sprint C 4 Direct impact on product part Module from several teams A B within the same sprint C Menu choices In the main toolbar we have the following buttons menu choices and controls e Home This button navigates to the Sellegi ACT welcome page e File o Import from Excel With this menu choice we can import Excel documents if they are formatted in a the following way The first row may be a header describing which property each column represents All other rows represent one element each with the property values specified in each column In the first dialog select the xls file that should be imported Save xlsx files as xls before importing Press the next button In the second dialog the first alternative is to specify which element type you would like to use in Sellegi ACT for the imported elements and press next If you have saved an Excel import profile earlier a second alternative is to select the Excel import profile instead of configuring the import from scratch each time If you select a profile the actual import is started when the n
19. ext button is pressed without showing the third dialog In the third dialog map the Sellegi ACT properties that you want the import operation to fill in to an Excel column and indicate if the first Excel row is a heading and should not be imported or if it is not a heading and should be imported Note that you must map the Sellegi ACT Name property before pressing next to do the actual import Also before pressing next consider pressing save to save an Excel import profile to use the same settings for a future import o Import from XML As an administrator you can use this menu choice to import a Sellegi ACT program that has been saved as XML o Export to XML An an administrator you can use this menu choice to save a Sellegi ACT program as an XML file o Import from Jira With this menu choice we can import issues from Jira projects if the administrator has configured Sellegi ACT for use with Jira In the dialog that appears specify the Jira profile you want to use as well as a Jira user name and password that has access to the Jira project of interest o Export to Jira With this menu choice we can create issues in Jira projects for Sellegi ACT elements if the administrator has configured Sellegi ACT for use with Jira In the dialog that appears specify the Jira profile you want to use as well as a Jira user name and password that has access to the Jira project of interest Import form RTC With this menu choice we
20. from the first column several times Drag the content symbol one time to each header element the content symbol should be associated with To no longer associate a content element with a header element e Drag the content element from the header element column to the first column Creating associations between elements of the same type We may want to indicate that work package A must be done before work package B is executed and that work package B depends on the result of executing work package A for instance to have work package A presented above before work package B in columns in boards We can create a dependency between work package A and B to express this in the following way 1 In the status bar click on the Edit button 2 On the Edit page make sure that the work package element type button is the only button that is selected in the Element types widget 3 Click on the Show associations between work packages link in the Operations widget 4 To express that work package A must be done before work package B we should place a work package A content symbol in the work package B heading column After doing this when we bring up a board where work package A and B are placed in the same column work package A will be placed above before work package B Order of content elements in a column The following factors determine the order of work item elements like features and work packages in the same column in a board
21. h bin button Delete the selected element 4 To do e This widget contains a list of things that you might want to do e Click on a link to go to the page where the task can be done e Click on the checkbox before the task to indicate that the task has been done 5 Operations e This widget shows operations that can be done once you have selected one or several element types in the Element types widget e Click on a link to go to the page where the operation can be done Tasks on the edit page The default configuration of the To do list contains the following tasks 1 Decompose epics into features Clicking on this link will take you to an association board with epics in the heading and features in the content area 2 Rank features Clicking on this link will take you to the feature ranking board 3 Assign features to releases Clicking on this link will take you to an association board with releases in the heading and features in the content area 4 Associate sprints with releases Clicking on this link will take you to an association board with releases in the heading and sprints in the content area 5 Decompose features into work packages Clicking on this link will take you to an association board with features in the heading and work packages in the content area 6 Define dependencies between work packages Clicking on this link will take you to an association board with work packages both in the heading and in the
22. he first column e As default filters are applied in an association board e Other columns One column header for each header element o Click on the column header to show the buttons for this column Create new content element for instance Work Package e Click on this button to create a new work package in this column e The created work package will be associated with the header element Show details i in a circle e Click on this button to bring up a dialog with properties and relationships for the header element e On the Related elements tab o Click on the Filter button if you want to change the filter to focus on the main elements mentioned in the related elements tab o Each related element has a Board button Click on the Board button to go to an association board showing the association between the two elements The i tooltip i without a circle e To see the most important properties for the header element bring up the i tooltip e This image is not a button and cannot be clicked e This image is only available if the most important properties have been filled in for this element The association board content area Content elements that pass the current filter are placed in the content area of the association board e Content elements that are associated with a header element are placed in the header element column e Content elements that are not associated with a header element are shown in the No
23. lated status Note that status propagation can be stopped by specifying a status value other than Not Set for the element that the status normally would be propagated to In our example the feature got the calculated status Jn Progress since one out of three associated work packages had status In Progress The other work packages were Done which is a better status If we for some reason would like the feature to be reported as Done we can e Alternative 1 Remove the association between the feature and the work package that is still In Progress Now since all remaining associated work packages are Done the calculated status of the feature will also be Done e Alternative 2 For the feature set the Status property value to Done o This will override the status that is normally propagated to the feature o A warning message will be issued Explicit status value prevents status propagation Feature A Done is implemented by Work Package B In Progress Creating a new program The administrator of Sellegi ACT has configured Sellegi ACT users These users can log in to Sellegi ACT In Sellegi ACT as a user we can e Alternative 1 Open an existing program that we have access to by clicking on the Overview or Page button in the main toolbar e Alternative 2 Create a new program by Clicking on Settings Administration Programs Clicking on the plus button Giving the new program a unique name in the dialog that appears
24. lay options a Click on this button to decide if manual or calculated status should be shown i Manual status is the status that was entered specifically for this element in the property dialog ii Calculated status is the aggregated and potentially propagated status of associated elements The worst status of this element s status if it has any status of its own and incoming and propagated statuses from associated elements is used as the calculated status Status values are only propagated in one direction and the administrator can configure if all or only bad statuses should be propagated Example valid for a default configuration 1 A feature with no manual status is associated with two work packages with status In Progress and Implemented The calculated status of the feature becomes In Progress since status is propagated from work packages to features and since In Progress is a worse status than Implemented 4 Capture screen a Use this button to paste a picture of the current Sellegi ACT web page in another program i In Sellegi ACT copy the image shown on the Screen capture page with your web browser ii For the image to appear in for instance Microsoft Word you have to use Paste special in Microsoft Word and paste the copied image as a bitmap 5 Create new Work Package a Click on this button to add a new element to the Not Set column If you want to you can give the new element a status by moving it to
25. lt all columns have a weight of 100 which means that they have the same weight To see how a column is configured look at the i tooltip in the input column header o Value columns are ordered from the highest value at the top to the lowest value at the bottom The User value column is intended to capture how much value there is for the user if this element is implemented tested and delivered The Time value column is intended to capture how valuable it is to deliver this feature fast The value of delivering a feature often decreases if it is delivered later because of competitors coming out with similar products or the release of improved technology platforms o The Cost column is order from the highest cost at the top to the lowest cost at the bottom e Last column Ranking In the Ranking column elements are presented in calculated ranking order with the element having the highest calculated ranking at the top The ranking calculation is done in the following way O A Fibonacci series 1 2 3 5 8 13 21 is used to assign values for all elements in all input columns The symbol at the bottom in a column is assigned the value 1 The symbol at the top in a column is assigned the largest value The value for an element in a column is multiplied by the column weight factor The weighted values for one element in all Value columns are added up to a weighted value sum The weighted value for one eleme
26. ns between Work Packages and Sprints link in the Operations widget Buttons in the extra toolbar for association boards The extra toolbar for an association board has the following buttons 1 Show filters e Click on this button to change the filter used for elements in the association board 2 Filter on status e Click on this button to filter elements in the association board based on their status values For instance to reduce the number of visible elements you might want to hide elements having status Not Set Deferred or Rejected 3 Display options e This button is only visible if it is possible to switch between direct and indirect associations in the current board e Click on this button to decide if direct and or indirect associations should be shown 4 Flip board Select element type for board heading e For another view of the same set of associations click on this button to select which element type should be in the header of the association board 5 Sort header elements alphabetically according to ranking e Click on this button to switch between sorting the header elements according to ranking default and alphabetically 6 Capture screen e Use this button to paste a picture of the current Sellegi ACT web page in another program i In Sellegi ACT copy the image shown on the Screen capture page with your web browser ii For the image to appear in for instance Microsoft Word you have to use Paste special in Micros
27. nt in the Cost column is calculated as the weighted cost A ranking score is calculated for the element by dividing weighted value sum with weighted cost The element with the highest ranking score is placed at the top of the Ranking column o To commit the order in the Ranking column as the new ranking of the elements press the Save ranking button in the extra toolbar Before the ranking is saved the new ranking is only visible in the Ranking board After the ranking is saved the new ranking values will affect the order that elements are presented in in columns in other boards o Ifthe Save ranking button is pressed in the extra toolbar the ranking property value is updated for all elements in the Ranking column The element at the top is given a ranking value of 1 Elements with a lower position are given ranking values like 2 3 4 Du Changing the ranking of elements To change the ranking of an element 1 Make sure that the element is available in the input columns the columns between the two thick vertical lines a Ifthe element is not yet available in the input columns drag the element from the first column to one of the input columns 2 Move the element up or down in each input column to have the elements in that column ordered according to relative value or cost Highest value or cost depending on the column should be at the top 3 The ranking column order is recalculated ea
28. o this by creating a team member in a program with the same name as the user To log in click on the Not logged in button in the toolbar at the top of the page and select the Login menu choice Enter the user name and password that you have received from the Sellegi ACT administrator at your company on the Welcome to Sellegi ACT page that appears The overview page The Overview page gives an overview of the current program Once you have logged in you can navigate to the Overview page by clicking on the Overview button in the toolbar at the top of the page If you have not yet selected which program to work on select a program with the drop down menu in the first white area in the menu bar This drop down menu can also be used to switch the program you want to work on Buttons in extra toolbar The extra toolbar on the Overview page has the following buttons 1 Refresh page 2 Overview options e Use this button to decide the date range used in the Cumulative flow diagram and WIP amp Lead time widgets 3 Capture screen e Use this button to paste a picture of the current Sellegi ACT web page in another program i In Sellegi ACT copy the image shown on the Screen capture page with your web browser ii For the image to appear in for instance Microsoft Word you have to use Paste special in Microsoft Word and paste the copied image as a bitmap Widgets on the overview page On the Overview page we can find the follo
29. oft Word and paste the copied image as a bitmap 7 Create new Sprint e This button is only available if you are allowed to edit the association board e Click on this button to add a new element to the header The association board will get a new column 8 Delete selected element Work Package e This button is only available if you are allowed to edit the association board and if a content symbol is selected e Click on this button to delete the selected element both from the program The association board header In the association board header you will find the following column headers e First column Not associated Associated or All o Click on the column header to show the buttons for this column Create new content element for instance Work Package e Click on this button to create a new work package in this column Show all e Click on this button to show both associated and unassociated content elements in the first column Show associated e Click on this button to only in the first column show content elements that are associated with a header element Show not associated e Click on this button to only in the first column show content elements that are not associated with a header element e This is the default setting for the first column in an association board Filters are applied Filters are not applied e Click on this button to switch between filtering and not filtering the elements of t
30. on named The overview page Select program drop down menu Switch between the existing programs that are available for your Sellegi ACT user Edit This button takes us to the Edit page Read more about this in the section named The edit page User drop down menu o Preferences This menu choice brings up a page with these sections Editing Specify if you want the property dialog to auto appear immediately after you have created an element or not Time filter Set a personal time filter for the current program Read more about the time filter in the section called Filter to focus on important elements o Edit account Edit properties for your Sellegi ACT user o Logout Login Use this menu choice to log out of or log in to Sellegi ACT Search The basic search works in the following way Type a search text and press the first search button A dialog appears listing all elements where the search text could be matched with the element name or any other property The tooltip for each element in the Match column describes the name or property that matched The advanced search works in the following way Press the second search button to bring up the dialog In the dialog you can specify a search text as for basic search if you want to but you can also search for changes done after a certain point in time like after the previous baseline or meeting before a certain point in time or between two points in time You can also
31. r association boards ccceeeeee eee ee eee eee eee eaee 9 The association board Neader sxc ccs licsliinnmn Lud Eve ti Oa ats 10 The association board content al BB vw sicxecviasdesessasanqudeeasucerssussedwessducwussastac 11 The content element symbol cccccseeeeeeeeeeeseeseeesseeseesaetsaeeeeeeaneneeeesenanes 11 Creating associations with an association board sees 12 Creating associations between elements of the same type 13 Order of content elements In a COMIN iiieies ooo dert erred a x ae Er o aS RI erbe ES 13 Stats DOGS rossos ani a E aatoceiaaGucesiesianvea PE EMIL IP DENIS DEI NET EE 14 Buttons in the extra toolbar for status boards ccccccceececeeeueeueueeeeeneuuenaeaes 14 Status board COMMING uius eio denen arteria ten ea Ek stre aa xa ERE cueensveneneeddebwewexne deans 15 Changing the status value of an element sssssssssesesseeee 15 The content element symbol in status boards c eene 16 RANKING boards gies ie tote d gaps xoxo et nen M reru rere PUE E inta S ra Ea eniin EEEE EA ES 16 Buttons in the extra toolbar for ranking boards ssssssssssrrssssssrrnnsresrnrrrrssrns 16 Ranking board CO UETITIS ius aeuo pate arr retten m RR ae oid v plu d 16 Changing the ranking of elements 5 ive eee een rando nena Re et aaa gan mas 18 Model elements and how they are associated eeeeeeeennnnnnee 18 Work IEMS tM 18 WAIGS
32. t associated column e A content element that is associated with several header elements is shown as several symbols one in each column with an associated header element in the association board The content element symbol The symbol in a board content area representing an element has the following features 1 The first text line indicates the element type for instance Feature 2 The second text line indicates the element name 3 In status boards showing calculated status the progress bar below the second text line indicates how much work remains on lower levels before the element will be moved to a better status column For instance a The status board showing calculated status places feature A in the In Progress column since the three associated work packages have statuses Done In Progress and Done In Progress is worst The progress bar for feature A is shown as 66 filled with green since two out of three associated work packages have a better status than the calculated feature status 4 The bottom line contains buttons a Breakdown looks like an organizational chart i This button is only available if the element is a work item that has been broken down into smaller elements on a lower level For instance The element is a feature that is associated with two work packages ii Click on this button to navigate to a status board showing the elements that this element has been broken down into b Show details i
33. the defect priority board e Show severity board for Defects o Clicking on this link will take you to the defect severity board e Edit Status for Defects o Clicking on this link will take you to the defect status board Operations for several selected element types When two or more element types are selected in the Element types widget by clicking check boxes in the upper right corner of element type symbols you will get operations with names like e Show associations between lt element type A gt s and lt element type B gt s e Associate lt element type A gt s with lt element type B gt s e Show Calculated status for lt element type A gt s and lt element type B gt s For instance e Show associations between Work Packages and Sprints e Clicking on this link will take you to an association board with sprints in the heading and work packages in the content area Association boards Association boards are used to show and edit associations between elements of different types and sometimes also of the same type To open an association board you can do something similar to the following steps 1 In the status bar click on the Edit button 2 On the Edit page select the two or more than two element types that you want to work with in the association board by clicking in the check box in the top right corner of each involved element type symbol In our case we select work package and sprint 3 Click on the Show associatio
34. the ranking shown in the ranking column as ranking property values for the elements in the ranking column Capture screen a Use this button to paste a picture of the current Sellegi ACT web page in another program i In Sellegi ACT copy the image shown on the Screen capture page with your web browser ii For the image to appear in for instance Microsoft Word you have to use Paste special in Microsoft Word and paste the copied image as a bitmap Create new Feature or Epic a Click on this button to add a new element to the Unassigned column If you want to rank the new element move the element to one of the columns between the two thick vertical lines Ranking board columns In the status board header you will find the following column headers e First column Unassigned Elements in this column are not included when the ranking is calculated e Input columns Columns between the two thick vertical lines are called input columns because we can specify the order of elements in these columns as input values to the ranking calculation The order of elements is determined by the symbol order O O The symbol order is as default specified by moving elements within a column As an alternative an administrator can configure the symbol order to be specified by an appropriate property value The administrator can also configure how much weight each input column should have by specifying a value between 0 and 100 As defau
35. to WOFK Sem e a aa a a e a a a ie aa ee a 19 Integration Mala in ct EE 19 le c mU 20 Status propaugaLlOPh sescsevxos via exa quus Sod vaa EUEN FEE Years TEYA ENEE vacinw EPI VE ERE 20 Creating a New DFOGLSITES iecur des eer xo vars ects pee rua dee Uto deba urs tx MEM EI FEE MERE 21 Filter to focus on important EClOMeENts cccecceeeeeeeeseeeseeseeesseeeeeastsaeeaeenanens 22 Error and warning MESSAGES usse seca actos eta eru x od ve aeta su y esu a ced ceases 23 METI CHONCES cM Ee US 24 Tricks and TDS EE reas 27 Minimize board size cece cece mmm e Hmmm nee ehe kenn nn naa aan 27 Starting to use Sellegi ACT URL for Sellegi ACT The Sellegi ACT main entry page can be found at the following URL e lt server gt lt port gt act As an example if we know that e The server can be found at https www mycompany com e The port is 7443 Then the URL to access the main entry page of Sellegi ACT becomes 1 https www mycompany com 7443 act The admin is also able to configure Sellegi ACT to be accessible without an explicit port so you can access Sellegi ACT as https www mycompany com act Logging in Prerequisites for logging in 1 The administrator has created a user with a name and a password and that user has been associated with a role in Sellegi ACT 2 The user has been associated with one or several programs in Sellegi ACT The administrator or a program owner can d
36. wing widgets 1 Filters e Use this widget to limit the scope of the information presented on the page to for instance only show elements associated with a specific release 2 Releases e Without a release filter the Releases widget shows all releases how many features there are in each release and status for features in each release The top of the widget indicates how epics are associated with one or several releases e To focus the Re eases widget on one release select a release in the Filters widget or click on a bar representing a release in the Releases widget e With a release filter the Releases widget shows how many epics features work packages and test packages that are associated with the release specified by the filter Color is used to indicate status for all elements contained in a bar e Click on a bar to navigate to a status board focused on the elements that the bar represents 3 Status colors e This widget is a legend for status colors used in other widgets 4 Not yet planned or Traceability e Without a release filter this widget is called Not yet planned and shows epics and features that are not yet associated with any release e With a release filter this widget is called Traceability and shows if elements in the selected release are associated with other elements or not e A green happy face indicates that all elements of the row type are associated with at least one element of the column type e A
37. yellow neutral face indicates that some but not all elements of the row type are associated with at least one element of the column type e A red sad face indicates that none of the elements of the row type are associated with at least one element of the column type Click on a yellow neutral face or red sad face to see the row type elements in the selected release that are not associated with any elements of column type 5 Cumulative flow diagram e This widget shows how statuses for work packages have evolved over time e If you are using a filter you can use the Overview options button in the extra toolbar to adjust the date range used in the Cumulative flow diagram 6 Risks e This widget shows if there are errors warnings or informational messages for any elements i e if there are any inconsistencies in the program for the elements that passes the current filter e Click on a bar to see errors warnings or informational messages 7 WIP amp Lead time e This widget is a companion to the Cumulative flow diagram widget and shows additional information for each point in time e WIP Work in progress How many work packages which at that point in time was in a status considered to be in progress with the default configuration status values in progress implementation is ongoing and implemented implemented but not yet tested are considered to be in progress e Lead time The average number of days it took
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