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USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the USING ADVANCED SEARCH Accessing Advanced Search. Place your cursor in the quick search box, and then press Enter. You can also click on the magnifying glass next to the search field. When the Advanced Search page opens, type a word in the field, and then click the Search button. The list of matchingitems display.
MANAGING IDEAS
Overview. The Ideas grid is the internal Digital.ai Agility view that lists all of the ideas that have been submitted through your customer-facing Ideas site. Here, Ideas administrators can perform all of the functions needed to manage the flow of information between the customer-facing Ideas site and the core Digital.ai Agility system. ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information inROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the USING ADVANCED SEARCH Accessing Advanced Search. Place your cursor in the quick search box, and then press Enter. You can also click on the magnifying glass next to the search field. When the Advanced Search page opens, type a word in the field, and then click the Search button. The list of matchingitems display.
MANAGING IDEAS
Overview. The Ideas grid is the internal Digital.ai Agility view that lists all of the ideas that have been submitted through your customer-facing Ideas site. Here, Ideas administrators can perform all of the functions needed to manage the flow of information between the customer-facing Ideas site and the core Digital.ai Agility system. ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information inROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the UNDERSTANDING ESTIMATES AND TRACKING IN VERSIONONE These attributes are used within the VersionOne application and map to the agile process values: Estimate (Story, Requirement or Backlog Estimate) - This is the feature-level estimate. It is used in velocity calculations, scope values, and feature-level burndowns. Planned Estimate - By default, the Planned Estimate is updated as the initial ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information in TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. CUSTOMIZING STORY CARDS Overview. To make a storyboard, Taskboard, or Testboard match your organization's workflow, you can choose from a variety of customization options to change the way the story cards display. Note that these changes only apply to the Backlog Items, defects, and test sets in the selected project. This allows teams who follow the traditional Agile approach to peacefully coexist with teams CREATING A CUSTOM FIELD From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields.; In the appropriate asset section, click Add Field.; Enter a Display Name, select the Field Type (defined below), and click Save.. Checkbox.Simple on/off selection. Number.Buckets can be manually updated, added and removed as necessary to reflect the impact of the passage of time STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail. HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
SETTING UP A KANBAN TEAMROOM On the Utility Bar, click the Rooms icon followed by TeamRooms. Click the name of the TeamRoom you want to configure. Click the gear icon next to the TeamRoom name. In the Edit TeamRoom Properties page, click Mascot on the left-side menu. On the Add a Mascot page, click Browse to select the image you want to upload. MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the USING ADVANCED SEARCH Accessing Advanced Search. Place your cursor in the quick search box, and then press Enter. You can also click on the magnifying glass next to the search field. When the Advanced Search page opens, type a word in the field, and then click the Search button. The list of matchingitems display.
MANAGING IDEAS
Overview. The Ideas grid is the internal Digital.ai Agility view that lists all of the ideas that have been submitted through your customer-facing Ideas site. Here, Ideas administrators can perform all of the functions needed to manage the flow of information between the customer-facing Ideas site and the core Digital.ai Agility system. ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information inROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the USING ADVANCED SEARCH Accessing Advanced Search. Place your cursor in the quick search box, and then press Enter. You can also click on the magnifying glass next to the search field. When the Advanced Search page opens, type a word in the field, and then click the Search button. The list of matchingitems display.
MANAGING IDEAS
Overview. The Ideas grid is the internal Digital.ai Agility view that lists all of the ideas that have been submitted through your customer-facing Ideas site. Here, Ideas administrators can perform all of the functions needed to manage the flow of information between the customer-facing Ideas site and the core Digital.ai Agility system. ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information inROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the UNDERSTANDING ESTIMATES AND TRACKING IN VERSIONONE These attributes are used within the VersionOne application and map to the agile process values: Estimate (Story, Requirement or Backlog Estimate) - This is the feature-level estimate. It is used in velocity calculations, scope values, and feature-level burndowns. Planned Estimate - By default, the Planned Estimate is updated as the initial ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information in TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. CUSTOMIZING STORY CARDS Overview. To make a storyboard, Taskboard, or Testboard match your organization's workflow, you can choose from a variety of customization options to change the way the story cards display. Note that these changes only apply to the Backlog Items, defects, and test sets in the selected project. This allows teams who follow the traditional Agile approach to peacefully coexist with teams STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. CREATING A CUSTOM FIELD From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields.; In the appropriate asset section, click Add Field.; Enter a Display Name, select the Field Type (defined below), and click Save.. Checkbox.Simple on/off selection. Number.Buckets can be manually updated, added and removed as necessary to reflect the impact of the passage of time SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail. HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
SETTING UP A KANBAN TEAMROOM On the Utility Bar, click the Rooms icon followed by TeamRooms. Click the name of the TeamRoom you want to configure. Click the gear icon next to the TeamRoom name. In the Edit TeamRoom Properties page, click Mascot on the left-side menu. On the Add a Mascot page, click Browse to select the image you want to upload. USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display inCUSTOMER COMMUNITY
Build expertise in the Digital.ai Agility Agile and DevOps software development and delivery suite to support your SAFe, Scrum, Kanban or hybrid methods through guides, videos and exercises. MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP ASSIGNING A PROJECT ROLE Overview. A member's Project Role grants them access to projects based on the role they play (Example: team member, project lead, tester, and so on) and determines if they can create, view, and modify project assets.This article is intended for project and member administrators responsible for assigning and managing projects membership and projectrole assignments.
TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. SETTING UP A KANBAN STORYBOARD Steps. On the main menu, click Team > Storyboard.. Setup a new project (or sub-project). Setup a new sprint schedule by navigating to the Admin section by clicking the icon on the side bar and clicking Sprint Schedules in the Projects section.. If separate status values are needed for the Kanban board, use Project Workspaces to create a status list specific to this project.ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail. HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display inCUSTOMER COMMUNITY
Build expertise in the Digital.ai Agility Agile and DevOps software development and delivery suite to support your SAFe, Scrum, Kanban or hybrid methods through guides, videos and exercises. MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP ASSIGNING A PROJECT ROLE Overview. A member's Project Role grants them access to projects based on the role they play (Example: team member, project lead, tester, and so on) and determines if they can create, view, and modify project assets.This article is intended for project and member administrators responsible for assigning and managing projects membership and projectrole assignments.
TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. SETTING UP A KANBAN STORYBOARD Steps. On the main menu, click Team > Storyboard.. Setup a new project (or sub-project). Setup a new sprint schedule by navigating to the Admin section by clicking the icon on the side bar and clicking Sprint Schedules in the Projects section.. If separate status values are needed for the Kanban board, use Project Workspaces to create a status list specific to this project.ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail. HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
ASSIGNING A PROJECT ROLE Overview. A member's Project Role grants them access to projects based on the role they play (Example: team member, project lead, tester, and so on) and determines if they can create, view, and modify project assets.This article is intended for project and member administrators responsible for assigning and managing projects membership and projectrole assignments.
HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
CUSTOMIZING STORY CARDS Overview. To make a storyboard, Taskboard, or Testboard match your organization's workflow, you can choose from a variety of customization options to change the way the story cards display. Note that these changes only apply to the Backlog Items, defects, and test sets in the selected project. This allows teams who follow the traditional Agile approach to peacefully coexist with teams SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail.DATABASE CONNECTION
Database Connection Last updated Jun 27, 2018; Save as PDF Table of contents No headers. Q. connect to your database via SQL server. A. There is not the ability to connect to a Hosted on-Demand instanceDatabase remotely.
CLOSING A SPRINT
Click Team > Review > Close Sprint. Select a project in the Project Navigator. Select the sprint you want to close from the Sprint drop-down list. Optionally, select a team from the Team drop-down list. The Remaining items in the Backlog grid lists any pending openitems.
STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities.COMMITSTREAM
TeamRoom settings are only available to members with privilege " Project Admin " and above. To enable the CommitStream TeamRoom panel follow these steps: 1. Click the "Settings" icon next to the TeamRoom name. 2. Once in the TeamRoom settings area, click the "CommitStream" option at the bottom of the side panel menu. 3. EXPLORE THE ATTRIBUTES FOR AN ASSET TYPE Start with what you see. In most cases, the name of the asset type is the same in the UI. However, the most commonly used asset types have different names depending on the methodology chosen during installation. The UI names can also be overridden by localization.The easiest thing to do is just try the name of an asset type in a meta.v1 query, then refer to the common mappings for asset MOVING A TASK OR TEST TO A NEW STORY OR DEFECT Option 1: Edit Task Details. Select the task which you want to move and click Edit. In the Task window, click the magnifying glass icon next to the parent backlog. In the resulting Parent Backlog window, choose the required new backlog item and then click Select. Click Save in the Task window. The task has now been assigned to a new backlogitem.
CUSTOMER COMMUNITY
Build expertise in the Digital.ai Agility Agile and DevOps software development and delivery suite to support your SAFe, Scrum, Kanban or hybrid methods through guides, videos and exercises. USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display inROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. CREATING A NEW PORTFOLIO ITEM Overview. This topic explains how to create a new portfolio item. Option 1. Add a Portfolio Item in the Portfolio Tree. Option 2. Add a Portfolio Item from the Sidebar. Click on the plus icon in the sidebar. Select the type of asset you want to add. Enter the asset details, and then click Save. CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
SETTING UP A KANBAN STORYBOARD Steps. On the main menu, click Team > Storyboard.. Setup a new project (or sub-project). Setup a new sprint schedule by navigating to the Admin section by clicking the icon on the side bar and clicking Sprint Schedules in the Projects section.. If separate status values are needed for the Kanban board, use Project Workspaces to create a status list specific to this project. STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities.CLOSING A SPRINT
Click Team > Review > Close Sprint. Select a project in the Project Navigator. Select the sprint you want to close from the Sprint drop-down list. Optionally, select a team from the Team drop-down list. The Remaining items in the Backlog grid lists any pending openitems.
USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display inCUSTOMER COMMUNITY
Build expertise in the Digital.ai Agility Agile and DevOps software development and delivery suite to support your SAFe, Scrum, Kanban or hybrid methods through guides, videos and exercises.ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
CREATING A NEW PORTFOLIO ITEM Overview. This topic explains how to create a new portfolio item. Option 1. Add a Portfolio Item in the Portfolio Tree. Option 2. Add a Portfolio Item from the Sidebar. Click on the plus icon in the sidebar. Select the type of asset you want to add. Enter the asset details, and then click Save. CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
SETTING UP A KANBAN STORYBOARD Steps. On the main menu, click Team > Storyboard.. Setup a new project (or sub-project). Setup a new sprint schedule by navigating to the Admin section by clicking the icon on the side bar and clicking Sprint Schedules in the Projects section.. If separate status values are needed for the Kanban board, use Project Workspaces to create a status list specific to this project. STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities.CLOSING A SPRINT
Click Team > Review > Close Sprint. Select a project in the Project Navigator. Select the sprint you want to close from the Sprint drop-down list. Optionally, select a team from the Team drop-down list. The Remaining items in the Backlog grid lists any pending openitems.
STEP 1. LOG IN
Select Account Details from the user menu at the top navigation bar. Change your email ID, time zone, password and so on and click Save. The time zone drop-down list is search-enabled. To easily search and select your time zone, select the drop-down list and start typing the name of your time zone in "First Letter CAPS" format. MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
CREATING A NEW PORTFOLIO ITEM Overview. This topic explains how to create a new portfolio item. Option 1. Add a Portfolio Item in the Portfolio Tree. Option 2. Add a Portfolio Item from the Sidebar. Click on the plus icon in the sidebar. Select the type of asset you want to add. Enter the asset details, and then click Save. ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Step 1. Create a Custom List Type. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom List Types.. Click Add List Type, type the name of the list in the Title field, and click Save.. The system will automatically prefix the title with "Custom_". Scroll to the bottom of the page, and click the Publish Changes button. ASSIGNING A PROJECT ROLE Overview. A member's Project Role grants them access to projects based on the role they play (Example: team member, project lead, tester, and so on) and determines if they can create, view, and modify project assets.This article is intended for project and member administrators responsible for assigning and managing projects membership and projectrole assignments.
STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities.DATABASE CONNECTION
Database Connection Last updated Jun 27, 2018; Save as PDF Table of contents No headers. Q. connect to your database via SQL server. A. There is not the ability to connect to a Hosted on-Demand instanceDatabase remotely.
SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail.CLOSING A SPRINT
Click Team > Review > Close Sprint. Select a project in the Project Navigator. Select the sprint you want to close from the Sprint drop-down list. Optionally, select a team from the Team drop-down list. The Remaining items in the Backlog grid lists any pending openitems.
USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ADDING A NEW MEMBER/USER From the sidebar (left-pane menu options), click Admin > Members. In the Members page, click Invite Members > Add Member. In the resulting Members window, enter the required information, and then click Save. Field. Description. Name. The member's full name. Avatar. The image that identifies the member in the system.ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility.COPYING A WORK ITEM
Open the Details page of an item, and then select Copy from the Edit drop-down menu. When you return to the grid, a duplicate copy of the item displays. Click the Edit button to change the title or item details. Option 3. On a Board or TeamRoom. Access a Storyboard, a Taskboard, or a Testboard from a TeamRoom. In the top right corner ofa card
ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Find the asset you want to add the list to, and click Add Field > Add Dropdown. Enter the field name in the Display Name field, select a List Type, and click Save. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4. CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. TEAM PROCESS MANAGEMENT A prescribed process is a great way to get started with agile development, but as teams mature and reflect on how they work they frequently want to adjust their process. The Team Process Management feature, gives them the ability to independently define and manage their own process while providing cross-team managers and stakeholdersvisibility
USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ADDING A NEW MEMBER/USER From the sidebar (left-pane menu options), click Admin > Members. In the Members page, click Invite Members > Add Member. In the resulting Members window, enter the required information, and then click Save. Field. Description. Name. The member's full name. Avatar. The image that identifies the member in the system.ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility.COPYING A WORK ITEM
Open the Details page of an item, and then select Copy from the Edit drop-down menu. When you return to the grid, a duplicate copy of the item displays. Click the Edit button to change the title or item details. Option 3. On a Board or TeamRoom. Access a Storyboard, a Taskboard, or a Testboard from a TeamRoom. In the top right corner ofa card
ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Find the asset you want to add the list to, and click Add Field > Add Dropdown. Enter the field name in the Display Name field, select a List Type, and click Save. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4. CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. TEAM PROCESS MANAGEMENT A prescribed process is a great way to get started with agile development, but as teams mature and reflect on how they work they frequently want to adjust their process. The Team Process Management feature, gives them the ability to independently define and manage their own process while providing cross-team managers and stakeholdersvisibility
COPYING A WORK ITEM
Open the Details page of an item, and then select Copy from the Edit drop-down menu. When you return to the grid, a duplicate copy of the item displays. Click the Edit button to change the title or item details. Option 3. On a Board or TeamRoom. Access a Storyboard, a Taskboard, or a Testboard from a TeamRoom. In the top right corner ofa card
CREATING A NEW TEAM ON THE ADMINISTRATION PAGE Steps. Click Admin > Teams. In the Team page, click Add Team. In the Team window, enter a name for the team in the Title field. If your organization uses release capacity planning, you can enter it in the Target Velocity field. See Release Capacity Planning for details. Click Save. You can also create a new team on the Team Schedulingpage.
CREATING A NEW PORTFOLIO ITEM Overview. This topic explains how to create a new portfolio item. Option 1. Add a Portfolio Item in the Portfolio Tree. Option 2. Add a Portfolio Item from the Sidebar. Click on the plus icon in the sidebar. Select the type of asset you want to add. Enter the asset details, and then click Save. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. USING PORTFOLIO ITEMS Overview. A Portfolio Item is a high-level entity consisting of large-grained features used for planning and grouping project work leading to a finished product that holds business value. For planning the breakout of work across sprints/iterations, you can decompose a portfolio items into even smaller portfolio items and stories/backlog items to provide additional detail. STORY CARD DOT COLOR ORDER CHART Recommended articles. Tracking and Updating Stories from the Taskboard Learn how to track and update stories on the Taskboard.; Taskboard Reporting List of reports available on the Taskboard.; Customizing the Taskboard Learn how to customize the Taskboard.; Tracking and Updating Tasks from the Taskboard Instructions on how to track, update, and report on stories, defects, and SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail. USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within yourCOPYING A WORK ITEM
Open the Details page of an item, and then select Copy from the Edit drop-down menu. When you return to the grid, a duplicate copy of the item displays. Click the Edit button to change the title or item details. Option 3. On a Board or TeamRoom. Access a Storyboard, a Taskboard, or a Testboard from a TeamRoom. In the top right corner ofa card
CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Find the asset you want to add the list to, and click Add Field > Add Dropdown. Enter the field name in the Display Name field, select a List Type, and click Save. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4. USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in VERSIONONE REST API TUTORIAL Exercises. Below are a series of brief exercises that walk you through the basics of the Rest API using the API Console. Each exercise builds upon the knowledge gained in the previous one. Exercises. Exercise 2: Find a Scope (Project) OID Token in the UI. This tutorial will help you associate a project (Scope) that you would normally see in the ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within yourCOPYING A WORK ITEM
Open the Details page of an item, and then select Copy from the Edit drop-down menu. When you return to the grid, a duplicate copy of the item displays. Click the Edit button to change the title or item details. Option 3. On a Board or TeamRoom. Access a Storyboard, a Taskboard, or a Testboard from a TeamRoom. In the top right corner ofa card
CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Find the asset you want to add the list to, and click Add Field > Add Dropdown. Enter the field name in the Display Name field, select a List Type, and click Save. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4.COPYING A WORK ITEM
Open the Details page of an item, and then select Copy from the Edit drop-down menu. When you return to the grid, a duplicate copy of the item displays. Click the Edit button to change the title or item details. Option 3. On a Board or TeamRoom. Access a Storyboard, a Taskboard, or a Testboard from a TeamRoom. In the top right corner ofa card
CREATING A NEW PORTFOLIO ITEM Overview. This topic explains how to create a new portfolio item. Option 1. Add a Portfolio Item in the Portfolio Tree. Option 2. Add a Portfolio Item from the Sidebar. Click on the plus icon in the sidebar. Select the type of asset you want to add. Enter the asset details, and then click Save. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. STRATEGIC THEMES OVERVIEW Overview. Strategic Themes are assets that reflect top-tier strategic planning activities at the company and/or organizational level. Product owners can use them to divide, group, and prioritize top-level portfolio items in a manner that reflects the targets and strategic priorities of the company. This helps keep the development plans aligned with the strategic priorities. STORY CARD DOT COLOR ORDER CHART Recommended articles. Tracking and Updating Stories from the Taskboard Learn how to track and update stories on the Taskboard.; Taskboard Reporting List of reports available on the Taskboard.; Customizing the Taskboard Learn how to customize the Taskboard.; Tracking and Updating Tasks from the Taskboard Instructions on how to track, update, and report on stories, defects, and SETTING UP A KANBAN STORYBOARD Steps. On the main menu, click Team > Storyboard.. Setup a new project (or sub-project). Setup a new sprint schedule by navigating to the Admin section by clicking the icon on the side bar and clicking Sprint Schedules in the Projects section.. If separate status values are needed for the Kanban board, use Project Workspaces to create a status list specific to this project. USING PORTFOLIO ITEMS Overview. A Portfolio Item is a high-level entity consisting of large-grained features used for planning and grouping project work leading to a finished product that holds business value. For planning the breakout of work across sprints/iterations, you can decompose a portfolio items into even smaller portfolio items and stories/backlog items to provide additional detail. SPRINT MEMBER CAPACITY PLANNING Overview. Sprint Member Capacity Planning allows members and teams to capture detailed hourly capacity targets so they can define the amount of workload on a sprint-by-sprint basis, and understand when they have exceeded their hourly capacity (or limit).. Member Capacity planning is optional, as most Agile teams do not need to actively plan down to this level of detail. HOW DO I CHANGE EFFORT OR DONE VALUES? Step 1. First, change your grid view. On the main menu, click Team > Detail Tracking or Team > Member Tracking. Click on the wrench in the top-right corner of the grid and click Customize. In the Display column, clear the checkbox next to Effort field, and then select one of the following: Effort Hrs. - allows you to enter time and attributeit
UNDERSTANDING ESTIMATES AND TRACKING IN VERSIONONE These attributes are used within the VersionOne application and map to the agile process values: Estimate (Story, Requirement or Backlog Estimate) - This is the feature-level estimate. It is used in velocity calculations, scope values, and feature-level burndowns. Planned Estimate - By default, the Planned Estimate is updated as the initial USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information in SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Find the asset you want to add the list to, and click Add Field > Add Dropdown. Enter the field name in the Display Name field, select a List Type, and click Save. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4. CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
UNDERSTANDING ESTIMATES AND TRACKING IN VERSIONONE These attributes are used within the VersionOne application and map to the agile process values: Estimate (Story, Requirement or Backlog Estimate) - This is the feature-level estimate. It is used in velocity calculations, scope values, and feature-level burndowns. Planned Estimate - By default, the Planned Estimate is updated as the initial USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTP MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information in SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Find the asset you want to add the list to, and click Add Field > Add Dropdown. Enter the field name in the Display Name field, select a List Type, and click Save. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4. CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
UNDERSTANDING ESTIMATES AND TRACKING IN VERSIONONE These attributes are used within the VersionOne application and map to the agile process values: Estimate (Story, Requirement or Backlog Estimate) - This is the feature-level estimate. It is used in velocity calculations, scope values, and feature-level burndowns. Planned Estimate - By default, the Planned Estimate is updated as the initial DATA MART - DIGITAL.AI AGILITY COMMUNITY Components. The Data Mart database is a de-normalized representation of your highly-normalized VersionOne operational database. The Data Mart database has been optimized for analytics and reporting and is populated from the operational system using an extract-transform-load program, often referred to as an ETL or a data mart load utility. CREATING A NEW PORTFOLIO ITEM Overview. This topic explains how to create a new portfolio item. Option 1. Add a Portfolio Item in the Portfolio Tree. Option 2. Add a Portfolio Item from the Sidebar. Click on the plus icon in the sidebar. Select the type of asset you want to add. Enter the asset details, and then click Save.STEP 1. LOG IN
Select Account Details from the user menu at the top navigation bar. Change your email ID, time zone, password and so on and click Save. The time zone drop-down list is search-enabled. To easily search and select your time zone, select the drop-down list and start typing the name of your time zone in "First Letter CAPS" format. TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. ENTERING TIME/HOURS AND SUBMITTING A TIMESHEET From the main menu, click My Home > My Views > Timesheet tab. Select a project from the Project Navigator, and then use the left and right arrows to choose a week. Click in the Add new items to Timesheet field. Initially, the list displays only the open work items you own. To add a different item, type the first three characters of a term orID
ADDING/ASSIGNING A MEMBER TO A PROJECT About Project Access. Granting a member access to a project is a two-step process. You must first (1) grant them access to the project (so the project displays in the Project Navigator and in the Project Tree, and then (2) assign them a role on the project (so they can perform tasks within the project). DIGITAL.AI IDEASPACE: TOP IN TRACKING Better overview of open defects for stories (maybe with + treeview In the moment the relationship between defects and stories can only be seen via the relationship tab for one story at the time. SETTING UP A KANBAN STORYBOARD Steps. On the main menu, click Team > Storyboard.. Setup a new project (or sub-project). Setup a new sprint schedule by navigating to the Admin section by clicking the icon on the side bar and clicking Sprint Schedules in the Projects section.. If separate status values are needed for the Kanban board, use Project Workspaces to create a status list specific to this project. SETTING UP A KANBAN TEAMROOM On the Utility Bar, click the Rooms icon followed by TeamRooms. Click the name of the TeamRoom you want to configure. Click the gear icon next to the TeamRoom name. In the Edit TeamRoom Properties page, click Mascot on the left-side menu. On the Add a Mascot page, click Browse to select the image you want to upload. USING FILTERS IN DIGITAL.AI AGILITY In date fields, use BEFORE and AFTER, in addition to IS. Press the Enter key while typing in the Find filter field. Use the CTRL+SHIFT+F keyboard shortcut to invoke the filter options. Any filters apply at the top level of the project hierarchy. Filters that have been applied to the current view also display in MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Overview. Digital.ai Agility notifications are subscription based. This allows you to control the types of notifications you receive based on the event types you subscribe to. For example, if you want to know when a work item is assigned to you, you can set up a subscription to notify you. You could also set up one to let you knownwhen a story
ACCESS TOKEN AUTHENTICATION Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO. Key advantages of using VersionOne Access Tokens include: Easy to create and revoke. Managed by the member that created them and administrators. Simple to pass in the authorization header of an HTTPSTEP 1. LOG IN
Select Account Details from the user menu at the top navigation bar. Change your email ID, time zone, password and so on and click Save. The time zone drop-down list is search-enabled. To easily search and select your time zone, select the drop-down list and start typing the name of your time zone in "First Letter CAPS" format.ROADMAPPING
Legacy Roadmapping functionality that does not utilize Portfolio Items is being deprecated. This functionality will be accessible through the Fall 2016 release to allow time to switch usage to the new Roadmapping that is based on Portfolio Items. Instructions on how to access the Roadmaps feature in Digital.ai Agility. SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information in TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. Acceptance Tests represent acceptance criteria and are typically created during the Product Planning phase, and then further refined during Sprint/Iteration Planning. ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Find the asset you want to add the list to, and click Add Field > Add Dropdown. Enter the field name in the Display Name field, select a List Type, and click Save. Scroll to the bottom of the Custom Fields page and click the Publish button. All unpublished fields will be immediately available within the system. Proceed to Step 4. CREATING A CUSTOM FIELD Customizations can only be made by users with an Admin Privileges role of System Administrator. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields. In the appropriate asset section, click Add Field. Enter a Display Name , select the Field Type (defined below), and click Save.Checkbox.
USING FILTERS IN DIGITAL.AI AGILITY Overview. You can use filters to narrow or expand the list of items displayed in a page. This allows focus on all the required, importantitems.
ACCESS TOKEN AUTHENTICATION Overview. VersionOne Access Tokens provide a secure and streamlined approach for authenticating with the VersionOne API. They are more secure than Basic Authentication.Access Tokens can be used for API access no matter what authentication method your VersionOne instance is configured to use, including SAML SSO.. Key advantages of using VersionOne Access Tokens include:ROADMAPPING
Overview. For product owners and program managers who need to create, view, and present future plans, Roadmaps provide a flexible way to show important milestones to both external and internal audiences. You can use Roadmaps to: keep the team updated on MANAGING NOTIFICATIONS AND SUBSCRIPTIONS Article type: Topic. Creating a Notification Subscription Alert From the Subscriptions page, you can subscribe to work item events so you receive notification alerts changes impact your work items.; Deleting a Notification Subscription Alert If you no longer want to receive alert notifications about work item changes, you can unsubscribe from (or turn off) alerts on the Subscriptions page.STEP 1. LOG IN
VersionOne Lifecycle and Continuum are separately installed products with separate logins. Administrator level access control is provided with these logins so that you can explore Continuum fully withoutrestriction.
SETUP AND ADMINISTRATION From the Admin menu, you can access all of the administrative functions that allow you to manage your Digital.ai Agility instance. Depending on your Admin Privileges role, you can control member access to the system, manage projects, enable or disable Digital.ai Agility features, manage your Digital.ai Agility subscriptions, and customize the system in a way that works best within your ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information in TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. CREATING A CUSTOM FIELD From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom Fields.; In the appropriate asset section, click Add Field.; Enter a Display Name, select the Field Type (defined below), and click Save.. Checkbox.Simple on/off selection. Number.Buckets can be manually updated, added and removed as necessary to reflect the impact of the passage of time ADDING A NEW CUSTOM LIST TYPE (DROP-DOWN LIST) Step 1. Create a Custom List Type. From the sidebar, click the admin icon , scroll down to the Asset Customization section and click Custom List Types.. Click Add List Type, type the name of the list in the Title field, and click Save.. The system will automatically prefix the title with "Custom_". Scroll to the bottom of the page, and click the Publish Changes button. UNDERSTANDING ESTIMATES AND TRACKING IN VERSIONONE What are tracking values? In addition, different methodologies call for some differences in what is tracked. Generally, there are two numeric values that can be used in tracking:. Work effort - Indicates how much time was spent. Remaining to do - The best estimate of how much work effort remains to complete. Refer to the Seeing Total Effort for a Task and Detail Tracking articles for more ASSIGNING A SPRINT SCHEDULE TO A PROJECT Method 2: From the Project Administration Page. Click (Admin) > Projects, and then expand the project tree.. Click Add Child Project and then click Edit from the drop-down menu.. Click on the magnifying glass. In the Sprint Schedules window, do either of the following:. Select a sprint schedule from the list by clicking Select.. Click the Add Sprint Schedule, enter the required information inSTEP 1. LOG IN
VersionOne Lifecycle and Continuum are separately installed products with separate logins. Administrator level access control is provided with these logins so that you can explore Continuum fully withoutrestriction.
ENTERING TIME/HOURS AND SUBMITTING A TIMESHEET From the main menu, click My Home > My Views > Timesheet tab.; Select a project from the Project Navigator, and then use the left and right arrows to choose a week.. Click in the Add new items to Timesheet field.. Initially, the list displays only the open work items you own. To add a different item, type the first three characters of a term or ID in the search field. DATA MART - DIGITAL.AI AGILITY COMMUNITY Components. The Data Mart database is a de-normalized representation of your highly-normalized VersionOne operational database. The Data Mart database has been optimized for analytics and reporting and is populated from the operational system using an extract-transform-load program, often referred to as an ETL or a data mart load utility. CREATING A NEW PORTFOLIO ITEM Option 4. Add a Portfolio Item on the Value Stream Board. Click Portfolio > Tracking > Value Stream Board.. Click Add Portfolio Item.. Provide the following required information in the Portfolio Item dialog box, such as Title for your Portfolio Item, an appropriate Project, required Strategic Theme, Type of your Portfolio Item (Epic, Capability, Feature), a description for your Portfolio Item TESTING IN DIGITAL.AI AGILITY Digital.ai Agility (Ultimate Edition only) supports both Acceptance Testing and Regression Testing. Refer to the following articles to learn how to integrate them into your process. ADDING A NEW MEMBER/USER This article is intended for administrators and provides step-by-step instructions for creating a new member (or user) account. ADDING/ASSIGNING A MEMBER TO A PROJECT About Project Access. Granting a member access to a project is a two-step process. You must first (1) grant them access to the project (so the project displays in the Project Navigator and in the Project Tree, and then (2) assign them a role on the project (so they can perform tasks within the project). SETTING UP A KANBAN STORYBOARD Steps. On the main menu, click Team > Storyboard.. Setup a new project (or sub-project). Setup a new sprint schedule by navigating to the Admin section by clicking the icon on the side bar and clicking Sprint Schedules in the Projects section.. If separate status values are needed for the Kanban board, use Project Workspaces to create a status list specific to this project. TPG Capital acquires CollabNet VersionOne__
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