Managing Collaborative Work Items

The system supports collaborative management of requirements in each project. After assignment is configured, the assigned and received work items are displayed on the Collaborative Requirements page.

Tutorial Video

This video uses R&D requirements as an example to demonstrate how to collaborate R&D requirements across projects.

The UI may vary depending on the version. This tutorial is for reference only.

Prerequisites

You have created a project. For details, see Creating a CodeArts Project.
An R&D requirement has been created.
Other projects exist in the system.
In collaborative assignment scenarios:
For R&D requirements, project members must have permission to assign/cancel assignment of IPD R&D requirements or work items.

For tasks, project members must have permission to assign/cancel assignment of IPD tasks or work items.
In collaborative reception scenarios:
For R&D requirements, project members must have permission to receive/reject/turn back/transfer IPD R&D requirements or work items.

For tasks, project members must have permission to receive/reject/turn back/transfer IPD tasks or work items.

For details about how to set permissions, see Managing Project Permissions.

Assigning Work Items

Only completed work items cannot be assigned.

In the R&D requirement list, select the work items to be assigned.
- Select the check boxes of the work items to be assigned and click Deliver in the lower part of the page.
  You can select one or more requirements.
- Go to the details page of the work item to be assigned, click in the upper right corner, and select Deliver.
Select a downstream project in the displayed dialog box.
If there is no value in the drop-down list, perform the following operations to add a value:
1. In the Downstream Project drop-down list, click Assignment Projects to go to the Collaborative Delivery Configuration page.
2. Click Add Downstream Project.
3. Select a desired project.
4. Click Add.
  Repeat Step 1 to Step 2 to select the added downstream project.
  - If you access the requirement details page, set downstream project, To, and Expected Received. Click Assign to assign the task to a maximum of 10 projects.
  - To collaborate requirements by selecting check boxes, select a downstream project from the drop-down list in the Deliver dialog box, and set downstream project, To and Expected Received.
    One selected requirement can be assigned to a maximum of 10 projects. Multiple selected requirements can be assigned to only one project.
Click OK.

In the R&D requirement list, the Collaboration Status of the assigned work item is Assign.

Click Receiving Work Items in the downstream project. The assignment is complete only after the requirement is successfully received.

If the assignment fails, view the failure details.

Operations Related to Work Item Assignment

After work items are assigned, you can view, reassign, cancel the assignment of, and export these work items.

**Table 1** Related operations
Operation	Procedure
Querying Assigned Work Items	On the Collaborative Requirements > Deliver page, query the required assigned work item data based on the set criteria. You can also select the fields to be displayed in the table header. By adding filters Select specific query criteria. The assigned work items that meet the query criteria are displayed in the list. You can select one or more criteria to query work items. Click on the right of the search bar to clear all filtering criteria. The default fields are displayed. By using a saved view Click on the right of the search bar. Set View Name. Click OK. The created view is displayed next to Collaborative Reception. You can select the name of the created view to query the assigned work items that meet the search criteria. Views can be shared with others, renamed, and deleted.
Reassigning Work Items	In the assigned work item list, click in the row where the work item to be reassigned is located. The Deliver dialog box is displayed. Set downstream project, To, and Expected Received, and click OK. You can view the newly assigned work items in the list.
Canceling Work Item Assignment	Cancellation cannot be performed on a requirement whose Receiving Status is Received or Rejected. Select the work items to be canceled in the assigned work item list. Canceling one work item: Click in the row where the desired work item is located. The cancellation dialog box is displayed. Canceling one or more work items: Select the check boxes of the desired work items. The cancellation dialog box is displayed. Click OK.
Exporting Assigned Work Items	Select one or more work items to be exported and click Export Selected in the lower part of the page. The export progress dialog box is displayed. When the export progress reaches 100%, click Download. The assigned work item file is downloaded to the local PC. The file format is .xlsx.

Receiving Work Items

Select the collaborative work items to receive.
- Receiving a single work item: Click in the row where the desired work item is located. The Receive Collaboration Requirement dialog box is displayed.
- Receiving one or more work items: Select the work items to be received and click Receive in the lower part of the page. The Receive Collaboration Requirement dialog box is displayed.
Specify the receiving mode and requirement type, and enter a work item title.
- When Mode is set to Associate, you only need to select Associated Work Item. The value of Associated Work Item comes from all R&D requirements created in the project.
- When Mode is set to Copy, the received work item information is displayed in the R&D requirement list, and the cloned work item information can be viewed in Related Items > Related Upstream Work Items of the work item details.
Click OK. The received work items turn to Received. The received work items are displayed in the collaborative work item list.

Operations Related to Receiving Work Items

On the Collaborative Work Items > Receive page, you can query, receive, reject, and transfer work items. When upstream work items change, dependent downstream work items will automatically trigger change notifications. You can view comparison and synchronize updates with one click.

**Table 2** Operations related to receiving requirements
Operation	Procedure
Querying Received Work Items	On the Collaborative Requirements > Collaborative Reception page, query received work items based on the set criteria. You can also select the fields to be displayed in the table header. By adding filters Select specific query criteria. The received work items that meet the query criteria are displayed in the list. You can select one or more criteria to query work items. Click on the right of the search bar to clear all filtering criteria. The default fields are displayed. By using a saved view Click on the right of the search bar. Set View Name. Click OK. The created view is displayed next to Collaborative Reception. You can select the name of the created view to query the received work items that meet the search criteria. Views can be shared with others, renamed, and deleted.
Rejecting Receiving Work Items	Rejection cannot be performed on a requirement whose Acceptance Status is Rejected or Received. Select the collaborative work items to reject. Rejecting a single work item: Click in the row where the target work item is located. The Reject Reason dialog box is displayed. Rejecting one or more work items: Select the work items to be rejected. The Reject Reason dialog box is displayed. Set Rejection Reason and click OK.
Transferring Received Work Items to Others	Select the work items to be transferred to others in the list of received work items. Transferring a single work item to others: Click in the row where the desired work item is located. The Transfer Collaboration Requirement dialog box is displayed. Transferring one or more received work items to others: Select the desired work items. The Transfer Collaboration Requirement dialog box is displayed. Set Transfer and click OK.
Exporting Received Work Items	Select one or more work items to be exported and click Export Selected in the lower part of the page. The export progress dialog box is displayed. When the export progress reaches 100%, click Download. The received work item file is downloaded to the local PC. The file format is .xlsx.
Setting and viewing change notifications	If the title or description of an upstream work item is changed, a notification will display in the downstream project. By default, the downstream project will receive a direct message or email notification. To disable this function, choose Work Item > Notifications > R&D Requirements. On the Collaborative Reception page of the downstream project, a yellow reminder icon is displayed next to the title of the received work item. When you move the pointer over the work item, a pop-up message is displayed. Figure 1 Change notification for upstream work items Downstream R&D requirement: A change notification will display in the received work item. Click View Comparison to view the changes.
Viewing comparison	After the title and description of the upstream work item are modified, you can view the comparison of the work item received by the downstream project before and after the modification. When you hover the pointer over the yellow reminder icon, a pop-up message is displayed. Click View Comparison. The View Comparison dialog box is displayed, showing the changes in the upstream work item. Click the View Comparison icon on the operation bar. The View Comparison dialog box is displayed. You can view the changes in the upstream requirement. The View Comparison page displays the content of the upstream work items before and after the modification. The differences are marked in blue. Figure 2 Changes in upstream work items
One-click synchronization	CAUTION: Forbidden scenarios: You do not have the permission to edit the work item or are not the owner of the requirement. The changes have been synchronized and cannot be synchronized again. If the field to be synchronized in one-click mode is baselined in the downstream project, the system prompts you to go through the change review process when you modify this field. After you click OK in the prompt box, the CR creation page is displayed. (After a change is initiated, the upstream modification reminder disappears.) Fill in the change review. After the review is approved, the synchronization is successful. After the upstream project is changed, you can synchronize the changes to the received work item. Perform the following operations: Click View Comparison to go to the View Comparison page. Click Modification. A confirmation dialog box is displayed. Click Cancel to cancel the synchronization. If you click No synchronization required, a confirmation dialog box is displayed. Click OK. The synchronization is successful and a synchronization message is displayed. After one-click synchronization is performed or ignored, the yellow reminder icon disappears.