Setting Up Agile Planner → Configuration → Types Setup → Work Hierarchy

Work Hierarchy

Use the Work Hierarchy tab to add, manage, and maintain all of the work breakdown structure that you will use in your organization. Only an active work type can be used.

Note: This tab is only available when using Serena Agile Planner.

The Work Hierarchy tab allows you to define any work type relationship. The Types Setup view contains four default work type options: defects, epics, tasks, and stories. You can create a custom work hierarchy. Each work item in the hierarchy can be defined independently, including whether it can exist at the top of the hierarchy (without a parent), whether it is assignable (to a team work item type), and what its possible parent and child work item types can be. You can view a representation of the work hierarchy as you are building it. The Work Hierarchy tab contains the following elements:

The Attributes tab displays all of the attributes that can be associated with the work type. The full list of available attributes are in the left column and the attributes that are associated with the work type are in the right column. To move an attribute between columns, select it and click the arrow that points to the other column. Hold down the CTRL key while selecting attributes to move more than one at a time.

Adding a work hierarchy

A work hierarchy is a defined relationship between any work type. A work hierarchy can be defined to use any combination of default and a custom work type. Each work type in the work hierarchy can be defined independently, including whether it can exist at the top of the hierarchy (without a parent), whether it can be assigned to a work item type, such as a team, and what it's possible parent and any child work type can be. As you are adding a work hierarchy, you can view the relationships on the right side of the Work Hierarchy tab in the Types Setup view.

To add a work hierarchy
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Types Setup view.
  3. Select the Work Hierarchy tab.
  4. Enter a name for the new work hierarchy.
  5. Select a work type from the Work Type drop-down.
  6. Select the Can Exist Without Parent option to indicate whether this work type can appear at the top of the work hierarchy.
  7. Select the Assignable Work Item option to indicate whether this work type can be assigned to other work item types, such as a team work item type.
  8. Select any work type that will be valid parents and valid children.
  9. Click Save.

Deleting a work hierarchy

You can delete a work hierarchy if you are not using it.

To delete a work hierarchy
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Types Setup view.
  3. Select the Work Hierarchy tab.
  4. Select a work hierarchy.
  5. Click Delete.

Editing a work hierarchy

You can edit a work hierarchy. Add a new work type, change the parent and child relationships, select a different assignable work type, and so on.

To edit a work hierarchy
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Types Setup view.
  3. Select the Work Hierarchy tab.
  4. Select a work hierarchy.
  5. Make your changes.
  6. Click Save.

Viewing a work hierarchy

A work hierachy can be viewed from the Work Hierarchy tab of the Types Setup view in the Configuration module.

To view a work hierarchy
  1. From the application toolbar, click Setup, and then select Customization.
  2. Select the Types Setup view.
  3. Select the Work Hierarchy tab.
  4. Select a work hierarchy.