Setup Projects and Users

Before you can begin using Serena Agile Planner, you must first build out your portfolio and add team members. Once your portfolio has been created and team members have been added, you can then assign individual team members to any work item in a team backlog.

Adding a New Project

A simple way to begin using Serena Agile Planner is to create the products, releases, teams and sprints that will comprise your portfolio. Each of these items serves as an independent backlog to which work can added, moved, and tracked. The New Projects Wizard is the fastest and easiest way to set up a product, release, team, and sprint structure.

To create a project
  1. Open the Backlogs module.
  2. Click More, and then select New Projects.
  3. Enter the name of the project that you wish to add. Or select the name of an existing product.


  4. Enter the name of the release that you wish to add. Or select the name of an existing release. Define the length of the release.


  5. Select the interval length for each sprint. The number of sprints created depends on the overall length of the release and the number of sprints each release will contain. For example, if you specify that each release is 9 weeks, and then you select a 3 week interval for each sprint, each release will then contain 3 sprints.


  6. Enter the name of a new team or select the an existing team, and then click Add.


  7. After you have selected your products and teams and defined the length of a release and the number of sprint intervals each will contain, click Next.
  8. Verify that the projects, resources, sprints, and teams are the actual work types you wish to create, and then click Finish.
  9. Verify in the backlogs tree that you have created the correct projects, resources, sprints, and teams.

Adding a New User

After you have finished adding products, releases, teams and sprints, the next step is to your team members into the system. Once added, you will be able to assign team members to stories, tasks, and other work items. Team members will be sent an invitation (via email), from which they can log on and begin using Serena Agile Planner.

To add a user
  1. From the application toolbar, click Setup, and then choose Manage Users.


  2. Click Add Icon Add.
  3. Under User Properties, enter the first name, last name, email address, and user name for the user.


  4. Click Save Icon Save.