Creating Work Items Using Gantt Charts

Constraints

A maximum of 500 mind maps and Gantt charts can be created for a Scrum project.

Prerequisites

• You have created a Scrum project. For details, see Creating a CodeArts Project.
• An IAM user has been added to the project. For details about how to add members, see Adding CodeArts Project Members.
• You have permissions to create plans. For details about how to set permissions, see Managing CodeArts Project Permissions.

Creating a Gantt Chart

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

   The Gantt chart name 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 1 describes the operations on the Gantt chart page.
   Figure 1 Gantt chart details page
   

   Table 1 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 of the page to save the changes.
   Add existing work items	Click Add Existing Work Item to add existing work items of the project.
   Create	Click Create Work Item to create a work item (epic, feature, story, task, or bug) or a milestone.
   Configure fields to display	Click to set the fields to be displayed in a Gantt chart and their sequence. A maximum of five fields can be displayed.
   See work item display mode	Click to display work items as trees in a Gantt chart. Click to display work items as lists in a Gantt chart.
   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 in a Gantt chart to zoom in on the time axis. Click in a Gantt chart to zoom out on the time axis.

5. Return to the plan list and view the created plans in list or card mode. You can click in the upper right corner to switch to the list mode. The involved items are described as follows.

   Table 2 Plan list

   Parameter	Description
   Plan Title	Plan name.
   Creator	Plan creator.
   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	If you delete plans in a Scrum project, they are permanently deleted and cannot be restored. 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.
   Batch operations	If you delete plans in a Scrum project, they are permanently deleted and cannot be restored. Select the check boxes on the left of the plans and click in the Operation column to delete the selected plans in batches.

6. Click in the upper right corner to switch to the card mode. The supported operations are described as follows.

   Table 3 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	If you delete plans in a Scrum project, they are permanently deleted and cannot be restored. Click in the upper right corner of a plan card and select Delete.
   Sort plans	Move your cursor over in the upper right corner and choose Plan Title or Last Modified.

   • The default filters include All or Created by me. You can select a filter to quickly display the desired plans.
     Figure 2 Plan list
     
   • 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 Item > Req > Plans.
3. On the Gantt Charts tab, click the name of the Gantt chart for which you want to create a work item to access the Gantt chart details page. Table 1 describes the operations on the details page.
   Figure 3 Gantt chart 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.

        Pre-filter is displayed by default.

     2. Click Pre-filter and add required work items, for example, My work items.
        Figure 4 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 Item > Req > Work Items page.

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

     Table 4 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	Hover over the title of the target work item, click on the right to modify it, and press Enter or click the blank area on the page to save the modification.
     Fast create child work item	You can create child work items under epics, features, and stories, but cannot create child work items under tasks or bugs. Hover over the title of the target work item, click on the right to create a child work item, and specify the work item name. Click OK.
     Clone work item	Only basic information, custom fields, and attachments of work items can be cloned within a project. Only basic information of work items can be cloned across projects. Hover over the title of the target work item and click Clone under on the right to clone it to a Scrum or Kanban project. When copied from a Scrum project to a Kanban project, epics, features, and stories are changed to requirements, while tasks and bugs remain unchanged.
     Delete work item	Click Delete under on the right of the target work item to delete it and its child work items. Deleted work items 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	You can adjust the work item progress of the bottom-layer leaf nodes. If a work item has child work items, its progress cannot be adjusted. 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.
     Perform batch operations on work items	Select work items and perform the following operations as required: Clone: Clone the selected work items. Only basic information, custom fields, and attachments of work items can be cloned within a project. Only basic information of work items can be cloned across projects. Edit: Edit the selected work items. Remove: Remove the selected work items from the Gantt chart. The work items on the Work Item > Req > Work Items page remains unchanged. Archive: Archive the selected work items. Only closed work items can be archived. Delete: Delete the selected work items. The work items will also be deleted on the Work Item > Req > Work Items page. Export: Export work items.

5. Create a milestone and set the milestone date.
   1. Click Create Work Item and select Milestone. In the Create Milestone window, set related parameters.
      Figure 5 Creating a milestone
      

      Table 5 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.
      Continue to Create	By default, Continue to Create is not selected. Click Continue to Create to create more milestones if required.

   2. Click OK. The created milestone is displayed on the details page of the current Gantt plan.

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

      Table 6 Basic operations on a milestone

      Operation	Description
      Edit milestone title	Hover over the title of the target milestone, click on the right to modify it, and press Enter or click the blank area on the page to save the modification.
      Edit milestone	Hover over the title of the target milestone, click Edit under on the right to edit its name, owner, and date, and click OK.
      Delete milestone	Hover over the title of the target milestone, and click Delete under on the right to delete it. The deletion cannot be undone.