Flow-Based Tracking

The Team Status view shows all project team members in bold font, their assigned tasks, and individual capacity by project for the selected iteration. When using a project hierarchy, this view reflects any view scoping settings that you have indicated in the project drop-down list box. Expand each team member and your display includes all projects in which the team member is active.

Further expand each project to view individual team member tasks and resource information. Columns display the cumulative totals per project and are rolled up for all projects on the team member row. Use this view to track and manage your iteration resources for those team members whose work spans multiple projects.

A project team member is any user that has permissions to change the current project artifacts such as project manager, editor, or other user as indicated on the User tab. Project viewers are not considered project team members. Non-team members who own tasks in the iteration are also displayed in regular font, but they cannot edit or update their tasks until they are added to the project Team.

Balance team member work load by using Rally's inline editing capability to change task owner assignments.

Use the Team Status view to:

• Select a viewing time box.
  From the drop-down list in the upper-left corner, select a specific iteration or view all unscheduled tasks per project team member.
• Manage the team.
  Click the Actions button and select Manage Team (subscription or workspace administrators only).
• Set and track individual project team member work effort capacity for the displayed iteration.
  Click the Add Capacity icon to display an inline add box. Enter the capacity units in the text box and click the Save or Cancel icon. Once entered, you can change the individual capacity at any time. Capacity units are measured in task units configured for the workspace.
• Track each project team member's associated cumulative totals.
  The label icon on each of the following column headers contains the first letter of your defined unit of measure configured for the Workspace under the Units tab. Hover over this icon to read the full label of your unit measurement.
  • Capacity: The rolled up total of all capacity units entered by all team members. Compare this total to the next column of Estimate to predict the ability of the project team to complete the work scheduled for the iteration.
  • Estimate: The automatic calculation, or roll up, of task estimates for all tasks per selected iteration.
  • To Do: The amount of effort remaining to complete all tasks.
  • Actuals: The actual amount of effort the tasks took to complete.
• Expand each individual team member or all team members.
  Click the related + and - signs to view the details of each task. You can edit, copy, or delete each task using the row action icons to the right.
• Assess each project team member's status using the individual load indicator.
  This color-coded box provides an at-a-glance indication of the percentage of stated individual capacity taken up by tasks assigned to that person. The percentage is calculated by dividing the task estimate total by the individual capacity. Note: The team member must have an individual capacity value entered and own tasks in the iteration before the individual capacity indicator appears.
  Green indicates the calculated percentage is 100% or less and the project team member's capacity is within the recommended range of scheduled capacity.
  Red implies that the calculated percentage is greater than 100% and the project team member is over scheduled and at risk of not being able to complete all scheduled work.

Each Team Status page displays up to 200 tasks per project team member. If the number of tasks exceeds 200, a hyperlink displays at the bottom of the project team member grouping stating " Showing X of X... ".

The work item Status summary view displays work items and any scheduled items associated with a specific release. This display is presented in a hierarchical view. The view defaults to the active release, but allows you to select any release from the drop-down list, or scroll through all listed releases by clicking the previous and next arrows adjacent to the drop-down list.
When using a project hierarchy, this view reflects any view scoping settings that you have indicated in the project drop-down list box. All charts and columns display the cumulative totals for all projects that have the same active release name and end date.

View release information such as:

• All parent-level work items
  Including user story, defect, and defect suite that are either scheduled, or have child work items scheduled into the displayed release. Expand or collapse the displayed work items by clicking the + or - sign in the All column to view their scheduled items.
• ID and Name
  These columns list the system generated ID and Name of the displayed work items with their scheduled items.
• Iteration
  If an item has been scheduled into an iteration, the iteration name is displayed here. Click the iteration name to navigate to the detail view of the iteration.
• Status
  The status for both the work item and the scheduled items display. The color-coded display gives a quick assessment of each item scheduled for the release. You can easily view the progress of each work item and its children as it moves toward completion in relation to the release date.
• Accepted
  This column displays the number of items that have been accepted out of the total number of items scheduled for the work item, and the percentage this represents for the entire parent work item. The total for all work items in the release is rolled up and displayed at the top of the column.
• Active defects
  The number of active defects related to each work item is displayed in this column.

The Work Item Status view allows you to:

• Quickly locate a specific work item by typing its number directly into the ID# text box. Use the following delimiters with a specific number to refine your ID search: <= , >= , = , < , > .
• Edit any work item.
• Print a Work Item Status Summary or Detail report from the Actions button → Print Report. All work items and their scheduled items are printed in a hierarchical display for both reports.
• Click the hyperlinked ID, Name, or iteration on each line of the display to navigate to the detail of the listed work item or iteration.
• Use drag-and-drop ranking . Select the work item and prioritize it by dragging it up or down relative to other work items on the page.
• Filter on attributes such as Package and Status for the work item.
• Sort on the Rank, ID, Name, or Status attributes of the work item.
• View predecessor and successor relationships by hovering over the related inline icon.