Creating Work Items Using Gantt Charts

Prerequisites

There is a Scrum project, in which you have permission to create plans.

Creating a Gantt Chart

1. Access the CodeArts Req homepage.
2. Go to the project homepage and choose Work > Plans.
3. Switch to the Gantt Charts page. Click Create, select Gantt Charts, and set related parameters in the displayed dialog box.

   Table 1 Creating a Gantt chart

   Parameter	Description
   Name	Gantt chart name. It can contain up to 30 characters, including letters, digits, periods (.), and underscores (_).

4. Click OK. The Gantt chart is created successfully and is now displayed.

   Table 2 describes the operations on the Gantt chart page.

   Table 2 Operations on the Gantt chart page

   Operation	Description
   Edit Gantt chart name	Click the Gantt chart name to edit it. Press Enter or click in the blank area on the page to save the changes.
   Add existing work items	Click Add to Existing Work Item to add the current plan to an existing work item.
   Create	Click the button to create a work item or milestone.
   	Click the button to set the fields to be displayed in a Gantt chart and their sequence. A maximum of five fields can be displayed.
   	Click the button to switch the view mode of work items in a Gantt chart. List and tree view modes are supported.
   Configure displayed time scale	Click in a Gantt chart to switch the time axis scale. The date can be displayed by day, week, or month.
   Zoom in and out Gantt chart	Click to zoom in and out a Gantt chart.

5. Return to the plan list to view the created plan. The items in the list are described as follows.

   Table 3 Plan list

   Parameter	Description
   Plan Title	Plan name. Move your cursor to the Plan Title column and click to sort plans by title.
   Creator	Plan creator. Move your cursor to the Creator column and click to sort plans by creator. Click to select a target creator to filter plans.
   Created	Time when a plan is created. Move your cursor to the Created column and click to sort plans by creation time.
   Last Modifier	Name of the user who last modified the plan.
   Last Modified	Time when the plan is last modified. Move the cursor to the Last Modified column and click to sort plans by last modification time.
   Operation	Click to edit the plan name. Press Enter or click in the blank area of the page to save the changes. Click to delete the plan. NOTE: If you delete plans in a Scrum project, they are permanently deleted and cannot be restored.
   Batch operation	Select the check boxes on the left of plans and click to delete the selected plans in batches. NOTE: If you delete plans in a Scrum project, they are permanently deleted and cannot be restored.

6. Click in the upper right corner to switch to the card mode.

   Table 4 Operations in the card mode

   Operation	Description
   Change plan title	Hover your cursor over the plan title and click to edit the name. Press Enter or click in the blank area of the page to save the changes.
   Delete plan	Click in the upper right corner of a plan card and select Delete. NOTE: If you delete plans in a Scrum project, they are permanently deleted and cannot be restored.
   Sort plans	Move your cursor over in the upper right corner and choose Plan Title or Last Modified.

   • The Plans tab page displays all plans of a project, including mind map plans and Gantt chart plans.
   • You can switch between different plan views by selecting All, Gantt Charts, or Mind Maps in the upper left corner.
   • The default filters include All or Created by me. You can select a filter to quickly display the desired plans.
   • You can enter a plan name in the search box to search for it.

Creating a Work Item in a Gantt Chart

1. Access the CodeArts Req homepage.
2. Go to the project homepage and choose Work > Plans.
3. Click a Gantt chart name. The Gantt chart details page is displayed. Table 2 describes the operations on the details page.
4. Add work items to a Gantt chart and set the planned time for the work items.
   Add work items in any of the following ways:

   • Add existing work items
     1. Click Add to Existing Work Item.

        By default, all work items are displayed.

     2. Click All work items to display the work items to be added, for example, My work items.
        Figure 1 Add existing work items
        
     3. Select the target work items and click OK.

        Now the added work items are displayed in the Gantt chart.

   • Creating a work item

     Click the create button, select a work item type, configure basic information, and click OK. To create multiple work items, repeat this operation.

   • Quickly creating a work item

     Click the fast create button, select a work item type, configure basic information, and click OK. To create multiple work items, repeat this operation.

     

     Work items created in the Gantt chart are displayed on the Work > Work Items page.

     The following table describes the basic operations on work items in a Gantt chart.

     Table 5 Basic operations on work items

     Operation	Description
     Check work item details	Click the ID or title of the target work item to go to its details page.
     Edit work item title	Click on the right of the target work item, edit the title, and press Enter or click in the blank area of the page to save the changes.
     Fast create child work item	Click on the right of the target work item to create a child work item under it. Enter a work item name and click OK. NOTE: You can create child work items under epics, features, and stories, but cannot create child work items under tasks or bugs.
     Copy work item	Click Clone under on the right of the target work item to copy it to a Scrum or Kanban project. NOTE: When copied from a Scrum project to a Kanban project, epics, features, and stories are changed to requirements, while tasks and bugs remain unchanged. Only basic information, custom fields, and attachments of work items can be copied within a project. Only basic information of work items can be copied across projects.
     Remove work item	Click Remove under on the right of the target work item to remove it and its child work items from the Gantt chart.
     Delete work item	Click Delete under on the right of the target work item to delete it and its child work items. NOTE: If you delete work items of a Scrum project, they are permanently deleted and cannot be restored.
     Adjust planned time of work item	In the time axis area on the right of a Gantt chart, move your cursor to the timeline of the target work item and drag the timeline to adjust the start and end time of the work item. You can also drag the timeline itself to make these adjustments.
     Adjust work item completion rate	In the time axis area on the right of a Gantt chart, move the cursor to the timeline of the target work item and drag on the time axis to adjust the completion rate of the work item. NOTE: You can adjust the completion rate only for work items at the bottom-layer leaf nodes. The completion rate of work items with child work items cannot be adjusted.
     Perform batch operations on work items	Select a work item and perform the following operations on it as required: Clone: Clone the selected work item. Edit: Edit the selected work item. Remove: Remove the selected work item from the Gantt chart, but not from the Work Item > Req > Work Items page. Archive: Archive a work item. Only work items in the Closed state can be archived. Delete: Delete the selected work item from both the Gantt chart and the Work Item > Req > Work Items page.

5. Create a milestone and set the milestone date.
   1. Click Create Work Item and select Milestone. On the Create Milestone page, set related parameters.

      Table 6 Creating a milestone

      Parameter	Description
      Milestone Name	Milestone name can contain up to 128 characters, including letters, digits, periods (.), and underscores (_).
      Milestone Owner	Milestone owner. You can select any member of the project.
      Milestone Date	Milestone completion date.

   2. Click OK.

      Click Continue to Create to create more milestones.

      The following table lists the basic operations on a milestone in the Gantt chart.

      Table 7 Basic operations on a milestone

      Operation	Description
      Edit milestone title	Click on the right of the target milestone to edit the title, and press Enter or click in the blank area of the page to save the changes.
      Edit milestone	Click Edit under on the right of the target milestone to edit its name, owner, and date, and click OK.
      Delete milestone	Click Delete under on the right of the target milestone to delete it. NOTE: If you delete milestones in a Scrum project, they are permanently deleted and cannot be restored.