Agile → Actions → Work Types

Work Types

A work type is defined as a project, release, sprint, or team. All agile work types are placed in a hierarchical structure called the agile work tree that orders each agile work type in relation to its parent agile work type, any peer agile work types, and any child agile work types.

Add

When creating an Agile work type, identify the type of Agile work type you are creating, and define the Agile work type's summary data.

To add a new agile work type
  1. Open the Backlogs module.
  2. Select an agile work type in the agile work tree under which you want to add an agile work type. Right-click and select New Investment.
  3. In the New Investment dialog box, select the agile work type.
  4. Click OK.

Add from template

You can add a new agile work type using an agile work type template. Choose the type of agile work type that you want to create and then select the template from a list of templates. Finish entering summary details using the New Investment dialog box.

To add a new agile work type from a template
  1. Open the Backlogs module.
  2. Select an agile work type in the agile work tree under which you want to add an agile work type. Right-click and select New Investment from Template.
  3. In the New Investment from Template dialog box, select the agile work type, an agile work type template, and (if the template contains a task plan) the date on which starting and ending dates will be based.
  4. Click OK.

Copy

You can copy existing agile work types, modify their summary data and properties, create new agile work types, and then place them anywhere in your portfolio.

To copy an agile work type
  1. Open the Backlogs module.
  2. In the agile work tree, select the agile work type you want to copy, right-click and select Copy Investment.
  3. In the Move/Copy Investment dialog box, under Options, select Make a copy and choose whether you want to also copy any related documents, child agile work types, or tasks. If you copy tasks, select the date upon which the summary task in the copied agile work type will begin.
  4. Select the location in the agile work tree into which a copy of the agile work type will be added.
  5. Click OK.

Delete

If you no longer need an agile work type, you can delete it.

To delete an agile work type
  1. Open the Backlogs module.
  2. Right-click the agile work tree, select an agile work type, and click Delete Investment.
  3. In the Delete Investment dialog box, select the Include children check box if you would like to delete the selected agile work type and all agile work types indented below it.
  4. Click OK.

Edit

You can edit the details of any agile work type.

To edit an agile work type
  1. Open the Backlogs module.
  2. In the agile work tree, select an agile work type.
  3. Make your changes.
  4. Click OK.

Move

You can move agile work types around in the agile work heirarchy. The simplest way to move a single agile work type is to drag-and-drop it into the location in the heirarchy that you want it to be.

The Move Investment dialog lists all agile work types that you are authorized to view. The agile work types are displayed by default in a tree view that you can navigate just like the navigation pane in the Backlogs module. When you select an agile work type for a report or a notification, the selection applies to that agile work type and all agile work types below it in that branch of the tree view. When you select an agile work type for include/exclude or self-allocating activities, the selection applies only to that agile work type.

You can also enter in a word or phrase and click Search to display a list of agile work types that match your search criteria. You can easily alternate between the tree view and the search results by clicking the Show Tree or Show Search Results, depending on the current view.

To move an agile work type
  1. Open the Backlogs module.
  2. In the agile work tree, select the agile work type you want to move, right-click and select Move/Copy.
  3. In the Move/Copy Investment dialog box, select the location in the agile work tree under which the agile work type will be moved.
  4. Click OK.

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