Project Managers: Creating and Configuring Projects

Prerequisites

• The project manager has registered a tenant account.
• The project manager has created IAM users for project members.

Procedure

To run a project in CodeArts Req for the first time, a project manager needs to create a project, invite project members, configure the project (including fields, statuses, workflows, modules, notifications, and permissions), develop a sprint plan, and set statistics reports. The procedure is as follows:

1. Creating a Project
2. Inviting Members
3. Configuring the Project
4. Developing a Sprint Plan
5. Setting Statistics Reports

Creating a Project

2. Click Create Project.
3. Set Project Template to Scrum.
4. Fill out the project information.
5. Click OK to create the Scrum project.

   By default, the Work > Work Items page of the project is displayed.

   

   For details about project requirement breakdown, such as story writing and task estimation, see Mind Maps.

Inviting Members

After a project is created, a project manager needs to add members to the project. A project manager can directly add members, or share the QR code or project link to invite members.

• When the project manager directly adds a member to a project, the member does not need to accept the invitation.
• When a project manager invites a member by sharing a QR code or project link, the member needs to accept the invitation.

• Directly adding members
  1. On the project details page, choose Settings > General > Members.
  2. Click Add Member.
  3. Many methods are provided for adding members. In this example, the option, Users from My Enterprise is selected.

     Select target members, click Next, and add the members as prompted.

     

     • Users from My Enterprise refer to IAM users created by the tenant administrator on the IAM console, that is, users of the current enterprise.
     • To add a new user (IAM user) to this list, click Create User and create one on the IAM console. For details, see Member Management.
     • After the project manager directly adds members, the selected members will be added to the project member list.
• Inviting members
  1. Click Invite via Links on the Members page.

     The invitation QR code and invitation link are displayed.

  2. Share the QR code or click Copy URL to share the link to required project members.
  

  • For security, members invited by sharing the QR code or project link need to wait for the administrator's approval by default.
  • The administrator can choose Members > Pending Review and disable Review Needed on Invited Members to remove the approval setting as required.

Configuring the Project

Configure advanced settings of the project, including work item template, custom workflow, and permissions.

• Customize workflows.
  1. Click Statuses and Transitions for the work item on the left, for example, that for stories.

  2. Set the Statuses, Transitions, and Automaton, and save the settings.
• Setting permissions

  Set role permissions for each project member, including the project manager, developer, test manager, tester, participant, and viewer. You can also customize new roles and assign permissions to them as required.

  1. Switch to the details page of the target project and choose Settings > Work > Permissions.

  2. Click Add Role and set permissions for each work item to add a new role.
• Modify basic project information.
  1. Choose Settings > General > Basic Information.
  2. Modify basic project information (such as the project name and description) as required and save the changes.

Developing a Sprint Plan

Sprints can be used to track and manage version releases. You can create work items in a sprint on the Sprints page. During requirements planning, you can centrally manage all work items (such as epics, features, stories, and tasks).

1. On the project details page, choose Work > Req > Plans.

   Click Mind Maps. The mind maps page is displayed. You can quickly create a work item by referring to the shortcut keys description.

   

2. Choose Work > Req > Work Items, click the work item name to edit the work item.

   During requirement planning, only the work item name is added. After requirement planning is complete, you need to modify the story details, including the description and basic information.

   After the modification, click Save.

3. Choose Work > Req > Sprints.

   You can click on the left to create a sprint. For details, see Managing Sprints.

4. After a sprint is created, plan the sprint based on the project version plan.
   1. Click Unplanned Work Items in the upper left corner to view all edited work items.
   2. Schedule an appropriate amount of work for a sprint by dragging work items to the sprint or selecting a sprint in the Sprint column of work items.

Setting Statistics Reports

In addition to various built-in reports such as labor hour statistics, work item distribution statistics, sprint burndown charts, and defect statistics in different dimensions, you can also customize statistics reports for your teams.

1. On the project details page, choose Work > Req > Statistic.

2. Click Create Report and select the report type in the left pane. The default type is Custom. The following uses the custom report as an example.
3. After you select Custom Report, specify the report title, list settings, and data filtering based on your requirements.
4. Click Save to create the report.

   The created report is displayed under All in the navigation pane on the left of the statistics page. You can click the report name to view the statistics report.