Managing Project Plans

Adding Requirements to the Plan

In this practice, project requirements are managed using a mind map, which presents work items in the hierarchical structure of "Epic > Feature > Story > Task". For more information, see Scrum Project Requirement Management Process.

This operation is performed by project administrator Sarah.

1. Create a work item for the new requirement.
   Since the store query function is a new requirement, project administrator Sarah needs to add it to the requirement planning view.

   1. Go to the Phoenix Mall project, and choose Work to enter the CodeArts Req service.
   2. Click the Plans tab and click Phoenix-MindMap.

   3. Create a feature named Store Network.
      1. Click under Epic Phoenix.
      2. Enter the name Store Network and press Enter to save the settings.

      The new feature is displayed.

      Figure 1 Creating a feature
      
   4. Use the same method to add story User can query network of all stores to feature Store Network.

2. Edit the story.
   1. Click story User can query network of all stores and edit it by referring to the following table.

      Table 1 Story configurations

      Parameter	Example	Description
      Description	As a user, I want to query all stores so that I can select a proper store for services.	Description of the story. Enter a maximum of 50,000 characters.
      Priority	High	Priority of the story. Select High, Middle, or Low.
      Severity	Critical	Severity of the story. Select Critical, Major, Minor, or Trivial.

   2. To facilitate understanding, prepare a local file named Store List that includes the content in the table below.

      Table 2 Store list

      Branch Name	Branch Address
      Branch A	123 meters to the departure floor, Terminal 1, Airport E
      Branch B	No. 456, Street G, Area F
      Branch C	No. 789, Street J, Area H
      Branch D	West side of Building K, Avenue L, Area K

   3. Return to the story editing page, click Select or Drag & Drop File, choose Upload from the drop-down list, and upload the store list file to the work item as an attachment.
   4. Click Save. The story details are edited.

      The edited story information is displayed.

      Figure 2 Story details
      

Adding the Story to a Sprint

Before iteration starts, the project manager Maggie organizes a plan meeting to add the new story to a sprint, break down the story into tasks, and assign the tasks to developers.

1. Create a sprint.
   1. Go to the Phoenix Mall project, and choose Work to enter the CodeArts Req service.
   2. Click the Sprints tab, and click next to Sprints in the upper left corner. In the displayed dialog box, configure the sprint, and click OK.

      Table 3 Sprint information configurations

      Parameter	Example	Description
      Sprint Name	Sprint4	Sprint name. Enter a maximum of 60 characters. Letters, digits, periods (.), underscores (_), and hyphens (-) are supported.
      Planned Duration	Set the duration to 2 weeks.	The planned start and end time of the sprint.

      The new sprint is displayed.

2. Add a story to the sprint.
   1. From the left navigation pane, choose Unplanned Work Items.
   2. Select the story User can query network of all stores.
   3. Click Edit at the bottom of the page.
   4. Click Add Field.
   5. Choose Sprint from the Field Name drop-down list box, select Sprint4 from the Field Value drop-down list box, and click Save.
   Figure 3 Planning the sprint
   

   Click Sprint4. The added story is displayed.

3. Assign the story.
   1. Choose Sprint4 from the left navigation pane.
   2. Find the story User can query network of all stores in the list, and click the story name. On the story details page, set the Handler field to Chris.

4. Break down the story.
   1. Find the story User can query network of all stores. Click the story name to open the details page.
   2. Click the Child Work Items tab, and click Quick Create. Enter the title Frontend display - Add store network menu, assign it to Chris, and click OK.

      The new child work item is displayed.

   3. Use the same method to add task Background management - Add store network management and maintenance module.

Tracking Project Status

As the project progresses, the project team tracks daily work through activities, such as daily Scrums, sprint reviews, and retrospective meetings, to identify problems and continuously improve.

CodeArts Req offers multiple statistical reports and allows you to create custom ones to visualize the project progress.

For details about Scrum project progress, see Tracking the Progress of a Scrum Project.