Agile Methods¶
Agile methods are groups of practices of piloting and realization of projects. They originate from the Agile Manifesto, written in 2001, which uses the term “agile” to refer to multiple existing methods.
Agile methods are more pragmatic than traditional methods, involve the client as much as possible and allow a great reactivity to his requests. They are based on an iterative, incremental and adaptive development cycle and must respect four fundamental values, based on twelve principles, from which a base of practices, either common or complementary, derives.
KanBan¶
The Kanban methodology originated from the Japanese automotive industry. It was created with the aim of optimizing production.
It is a visual project management tool that allows you to track tasks in real time, manage priorities and promote collaboration between team members.
In ProjeQtOr, you can create a new Kanban board for:
Tickets,
Activities,
Actions,
Requirements
Dashboard management
The Kanban Dashboard allows you to customize the display of tiles in the kanban.
The Kanban dashboard allows you to create and customize the display of tiles in the kanban, create or modify columns or even create tiles or new kanbans, export or print your tiles…
You can see the complete list of created tables by clicking on the Kanbans drop-down list in the My Kanbans section.
The icon used for kanban tables created corresponds to the type of elements selected.
You can see the shared kanban tables by others users on the shared Kanbans section.
When you create a kanban, no matter what type, only one column is available.
You create the following columns according to your needs.
You will need to define:
Name for the new Kanban board
Type of item: you can define a Kanban of Tickets, Activities, Actions or Requirements
When you have selected the item type, you must then define the type of Kanban board to apply:
Status: you will manage the most standard “status based” kanban board
Target product version: you can distribute the tickets among the target product version
Planning activity: You will be able to send tickets among planning activities, which can be your Sprints in the Scrum method.
Target milestone You manage your elements according to the target milestones of your project
See also
See Planning activity on the tickets screen and Milestone
You can choose directly if you want to share the newly created kanban with other users so that they can use it.
When you share a Kanban, other users will see your share in the list of shared Kanbans.
Each time you access the Kanban screen, the last selected Kanban map is displayed.
By default, when you create a new Kanban table, it gets a single column.
The pop up is different depending on the type of kanban board created beforehand.
In the case of a status arrangement, the columns contain items from one status to another in the order of presence of your workflow.
The next column will show the next status following your workflow to the last or the status you have determined.
Each column indicates the number of elements contained in.
The creation button change depending on the type of the element selected.
Click the icon to set an advanced filter.
The advanced filter is used to define a clause to filter and sort
for more information on advanced filters
Show work on elements
You can view the work information of items on each column.
The estimated work, actual work, and work remaining information on the selected item can be displayed
If your profile is not allowed to see the job, you will not have access to this option.
The format for displaying the job (days or hours) depends on the overall configuration:
unit for real work allocation for Tickets
unit for workload for Activities
Show idle elements
Allows you to display or not inactive elements (closed, canceled, paused, etc.)
You switch to archive mode.
Show large element
By default, Kanban board columns display two tiles side by side.
By displaying the tiles in wide mode, each tile takes the maximum width of the column.
Hide backlog
When you create a kanban, you do not yet have columns representing a state, a set of states or even versions.
The tiles then appear in a Backlog column.
You have the option to hide this column.
ID of the element and the color of the project color
The planned due date for the element
Status in which the tile is located in relation to your Workflow
The description of the element
The planning activity or parent activity related to the element
Estimated work | Real work | Left work
Responsible of work Photo - The name is displayed on mouse over
Priority of the element - Priorities are customizable.
Urgency of the element - Urgency are customizable.
Add a note. The number of notes is displayed on the icon
Vote. The button allows you to vote on the item if you have the rights. Click the button to display the voting pop-up
|fifteen| Go to. The button allows you to go to the item’s page if you have the rights.
Contextual menu
By right-clicking on a tile, you access the contextual menu which gives you access to several options
These are the main options like create, edit, copy but also shortcuts to add comments or go to the element.
Edit an element
Click on the button to edit the element directly from the Kanban screen.
Moves an element
To move tickets, activities, or anything else from your kanban, drag and drop a ticket into the corresponding column.
The heading of the moved element then changes to green when it is on a column where the movement is allowed and is red when it is on a column where the movement is prohibited.
If the Kanban is arranged as statuses, the new status after move, will be the first status of the range defined for the column.
For Kanbans based on the target product version and planning activities, the new field value will simply be the target.
Forbidden moves
Displacements will change the value of the corresponding field for the moved element.
But the “status” change must respect the workflow configuration for the given item type. This is why some movements are prohibited.
Permitted moves are easily identified from prohibited moves by the color of the Ticket header or the moved Activity.
Updating
Depending on the configuration of the ticket type, some state changes may require the definition of new fields.
For example, in the default configuration, when changing to the “assigned” state, “responsible” is required, and when transitioning to the “terminated” state, “result” is required “.
In this case, when you move a ticket in the Kanban columns, a pop-up window appears to allow you to enter the missing value if it is not already defined.
Vote
If the voting settings and your rights allow you to vote on an element, then the vote button will be clickable and you will be able to vote directly on the element from the Kanban screen.
Enter your vote. The remaining points are automatically decremented.
Click on validate to close the pop-up.
According to the rules established for voting on the item, the button will fill up as the votes are cast.
See: voting management
Live Meeting¶
LiveMeeting allow you to manage meetings in an agile way:
Manage written production quickly and easily
Recovery in the liveMeeting of the agenda established on the meeting screen
Automatic saving of the minutes when leaving the live meeting
Automatically share the time between all participants
Dynamically measure the speaking time of each participant
Easily write minutes while assistants speak
Easily manage actions / decisions / questions while writing minutes and add them with the enter button.
Manage tickets, activities, actions and requirements with Kanban while writing minutes.
Kanban status change manipulations are also indicated in the meeting minutes.
Click this button to access the Live Meeting Management screen.
Click on Hide time counters to show or hide participants’ tabs with their speaking time
Starting a meeting
When the Live Meeting screen opens, the duration of the meeting is automatically distributed equally to all participants.
Click on to start the meeting and to start decrementing the speaking time
Click on To stop the meeting and therefore close the LiveMeeting window to return to the current meeting screen
Set the organizer
Before starting the meeting, you can define an organizer who will need additional speaking time to be able to lead the meeting.
To designate it, click twice on the hourglass to obtain the symbol on the icon.
The organizer is designated, and sees his time increment double by taking equitable time on the other participants.
Note that only one participant can be defined as an organizer.
To set another participant as an organizer, you must first redefine the current organizer as a normal participant by clicking the hourglass button again.
Speaking Time
If you started the meeting by clicking on the Play icon at the top right of the screen, then this is the first speaker displayed, the one with the green sign that will begin speaking.
Otherwise, click on the speaker’s tab of your choice to start your speaking time.
Click on to prevent a speaker from speaking
Click on to give him the floor again
If you prevent a speaker’s speaking time by clicking on the hourglass, then the remaining speaking time of the speaker will be redistributed to the other participants entitled to speak.
Write a meeting report
During the course of the meeting, the person in charge of the report can inform and report the words of the various participants.
The text editor is dynamic and reacts to speakers who have the floor.
When one speaker is finished and another speaker speaks, a field is added in the text editor with the name of the speaker with the detail of the time
The pause is also mentioned always with the detail of the time.
When you stop LiveMeeting by clicking | meetingStop | the meeting report is automatically copied to the Minutes field in the treatment section.
Actions, Decisions and Actions
In the lower part of the screen, if the kanban is not open, you have direct access to actions, decisions and questions.
Each list acts as the standard “linked element” element present on almost every element screen.
You can then list an item to add it to the list of related items, but also create a new item to add to the list, just like for the Linked Items feature.
All linked items through this feature will appear in linked items in the meeting.
There is a slight difference with related items, when you click on the name of an item, you are not redirected to it.
It simply opens in a pop-up form, allowing you to update it without leaving the LiveMeeting screen.
New element
You can create, edit, or delete an action, decision, or question from the live meeting screen.
Click on at the top right of each section to add a new element
A pop up opens and allows you to create and edit the selected element.
You can also create a new item directly.
Fill in the fields with an explicit title and click on to validate.
The line is displayed directly in the corresponding section without opening the pop up.
Planning Poker¶
Planning Poker, also known as Scrum Poker, is a consensus-based gamified estimation technique primarily used to estimate the relative effort or size of development goals. (wikipedia)
Projeqtor integrates planning poker into its functionalities. You will be able to plan a planning poker session as a meeting and see it appear on the Gantt chart.
You define the project to which the session is linked, the user story (s) as well as the voters.
Planning poker session¶
The planning poker session screen is reserved for the session organizer and certain supervision profiles.
A planning poker session can be scheduled and is visible on the Gantt chart of the planning view.
Run a poker session
You define a date for your session, one or more user stories and the participants in the votes.
Click on Run estimate in front of the user stories you want to launch or on run all to launch all the user stories
When at least one user story is started, then voters will be able to access it on the planning poker estimate screen.
Only profiles with update rights can vote on the planning poker sessions screen.
The user story estimate is identical between the planning poker session screen and the planning poker estimate screen.
Planning poker type
In ProjeQtOr, basic, you find the types “live session” or “session with a due date”.
The types are customizable and can be changed according to your needs.
See: Planning poker type
User story
The User Story represents an Agile practice, used above all in Scrum, to “capture” the needs of the users by expressing in a general and not detailed way, the characteristics, the functions and the requirements of the product to be created.
In ProjeQtOr, a user story can be a ticket, an activity or a requirement.
A session can contain several user stories, there is no limit.
Each of these user stories can be started individually, in part or in full.
Attendees
Participants can be resources, contacts, or users.
Participants are assigned as on an activity, with a function linked to a cost.
You can assign a load manually but if you have entered a time slot then the load is automatically calculated.
Pause and stop session
You can pause the session. This will remove user stories from the planning poker estimates screen without actually closing or stopping the session.
Stop the session, will change the status of the latter to “done”.
User stories will still be visible on the estimates planning poker screen but you will no longer be able to vote.
Change the status to in progress so that the pause and closed buttons are visible again.
Closed a poker session
When all the votes are recorded, you have two options :
Close the vote
Turn the cards over
When you turn over the cards, the vote is indicated on each participant’s card.
You then have the possibility to reset the votes and this in accordance with the Scrum method, until the vote is unanimous.
If all the votes are unanimous, when the user story is closed, the complexity point that was voted on is indicated.
If you close without the votes being unanimous, at the time of closing, the lowest and highest values are shown.
The lowest value is selected by default, but you can click the highest value to select it or select another value from the drop-down list.
When the estimate is closed, the value that was voted on is displayed in the user story table.
Planning poker estimate¶
This screen is intended for participants of the voting sessions.
User stories are visible on the planning poker estimates screen only when at least one user story is started.
The participants can vote thanks to a series of numbered cards on the principle of the Fibonacci sequence, but in a rounded way.
These values are customizable.
See: list of value - Story point
Estimate an user story
Each participant clicks on a card in order to estimate the proposed user story.
If more than one user story then click on next to vote for the next user story.
Click on flip card to return the cards. Only if the user has the rights to do so.
When you have voted, the card changes color. Your vote has been registered
Remaining vote
The remaining votes correspond to the number of votes you need to cast.
Use this information to make sure you don’t forget a user story.