CA Clarity Agile - Broadcom Inc.

CA Clarity AgileUser GuideSpring 2013

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ContentsChapter 1: Introduction11CA Clarity Agile . 11Audience . 12Log in to CA Clarity Agile . 12Getting Started . 12Change Language and Locale Settings . 13Search for an Object . 14Chapter 2: List Pages15Edit List Page Fields . 15Configure Columns for a List Page . 15Restore Configuration Defaults for a List Page . 16List Page Filters . 16Manage a List Page Filter . 17Recover Deleted Items . 18Chapter 3: The Product Backlog19How to Build the Product Backlog . 19Review the Prerequisites . 20Create the User Stories . 20Create the Issues . 20Rank the Backlog Items . 21Bulk Update . 21Chapter 4: Release Plan23How to Do the Release Planning . 23Review the Prerequisites . 24Select the User Stories and Issues for the Release . 24Define the Owners for the User Stories and Issues . 25Filter the Product Backlog by Release . 25Size the Release Backlog Items . 26Chapter 5: Themes27Manage a Theme . 27Contents 5

Chapter 6: Epics29Manage Epics . 29Manage User Stories from Epic . 30Copy User Story to Create Epic . 30Epic Hierarchy . 31Chapter 7: User Stories33Manage User Stories . 34Configure Fields for User Story . 34Acceptance Criteria . 35User Story Dependencies . 35Manage a User Story Dependency . 35View Dependency Flags and Tool Tips . 36Add a Note or Attachment to a User Story . 37Link to Issues . 37Link to Quality Center Test Cases . 38CA Software Change Manager Package Information . 39View CA Software Change Manager Packages . 39View CA Software Change Manager Package Detail . 39Add Comments to a User Story . 40Assign a Team Member to a User Story . 41Close a User Story . 41Manage User Stories Integrated with CA Clarity PPM . 42Delete a User Story . 42Clone User Stories with Tasks . 43Chapter 8: Issues45Manage Issues . 45Create Tasks for Issues . 46Add Comments to Issues . 47Chapter 9: Tasks49Create Tasks . 49Manage Task Worklogs . 51Manage Worklogs for Tasks Integrated with CA Clarity PPM . 52Impediments . 53How to Work with an Impediment . 546 User Guide

Chapter 10: Teams59Manage a Team . 59Delete a Team . 60Manage Team Members . 60Assign a Team to a Sprint . 61Remove a Scrum Team Member . 62Chapter 11: Sprints63How to Plan and Track a Sprint . 64Review the Prerequisites . 65Plan the Sprint . 65Track the Sprint Progress . 68Change Team Sprint Velocity . 69Track Daily Progress on Sprint Tasks . 69Sprint Information . 70Sprint Backlog & Charts . 70Virtual Wall . 71Manage Tasks on the Virtual Wall. 71Set Virtual Wall Colors . 72Sprint Activity through Chatter Feeds . 72Track Progress with Charts and Reports . 72Display Charts on the Dashboard Page . 73View Charts on the Dashboard Page . 73View Charts on the Sprint Detail Page . 74CA Clarity Agile Dashboard Reports and Charts . 75View Reports from the Salesforce.com Reports and Dashboards Tab . 77Chapter 12: Kanban79How to Manage Work Using Kanban Board . 80Review the Prerequisites . 81Add Backlog items to the Kanban Board . 82Work with the Kanban Board . 84Track the Work Progress . 88Chapter 13: Business Planning91Example: Create a Persona and a Source . 91Sources . 92Manage a Source. 92Personas . 93Contents 7

Manage a Persona . 93Chapter 14: The Product Roadmap95View Details for Items in the Roadmap . 95View Requirements Associated with a Product Release . 96Configure the Roadmap Display Options . 96View Products Associated with Master Releases . 96Chapter 15: Product Setup97Manage a Product . 97Change the Product Owner . 98How to Define a Competing Product . 98Create a Release or Requirement for a Product . 98Link to Quality Center Projects . 99Link the Quality Center Test Cases to Requirement . 99Planned and Actual Values . 100Chapter 16: Releases101Manage a Product Release . 101Associate a Product Release with a Master Release . 102Set a Baseline for a Product Release . 102Compare Release Baselines. 103Chapter 17: Features105Manage a Feature . 105Add a Note or Attachment to a Feature. 106View the Feature Hierarchy . 106Planned and Actual Values . 107Chapter 18: Managing Requirements109Requirements . 110View and Manage Requirements Lists . 110View the Traceability Matrix . 111View the Requirements Hierarchy . 111Example: Plan Feature Requirements Over Releases . 112How to Work with Requirement Versions . 113Create a Requirement Draft . 114Create a New Version of a Requirement. 115Compare Versions of the Requirement. 1168 User Guide

How to Submit a Requirement for Approval under Change Management . 116How the Product Owner Manages Requirement under RCM . 119Approve or Reject Requirement Versions . 121Restore a Previous Version of the Requirement under RCM . 122Edit Requirement Details . 122Requirement Hierarchies . 123Example: Define Requirements in a Hierarchy . 123Create a Child Requirement . 124Edit Child Requirement Details . 124How to View CA Software Change Manager Package Information . 125View CA Software Change Manager Packages . 125View CA Software Change Manager Package Detail . 126Associate a Requirement with a Product Release . 127Associate a Requirement with a Master Release . 127Associate a Requirement with a Feature . 127Create a Requirement for a Product, Release, or Feature . 128Create a Requirement for a Source . 128Link Existing Requirements with a Product . 128Merge Requirements . 129Delete a Requirement . 130How to Estimate Resources and Effort for a Requirement . 130Add a Resource Role for a Requirement . 131Estimate the Effort for a Resource Role . 131Attach a Note or Attachment to a Requirement . 131Track Requirements with Charts and Reports. 132Chapter 19: Chatter133Chatter . 133Turn Following On or Off . 133How to View Different Types of Chatter Information . 134View Chatter for all Items that You Follow . 134View Chatter Activity for an Item . 134Chapter 20: Importing Data137Appendix A: CA Clarity Agile Profiles139Agile/Requirements Super-User . 139Agile/Requirements User . 140Agile Super-User . 140Agile User . 141Contents 9

Requirements Super User . 141Requirements User. 142Appendix B: Glossary10 User Guide143

Chapter 1: IntroductionThis section contains the following topics:CA Clarity Agile (see page 11)Audience (see page 12)Log in to CA Clarity Agile (see page 12)Getting Started (see page 12)Change Language and Locale Settings (see page 13)Search for an Object (see page 14)CA Clarity AgileCA Clarity Agile enables you to manage projects that follow the scrum methodology inan intuitive and simple manner. Agile teams can plan the product releases based on thedate, demand, and the capacity. The product is web-based, so you can participate insprint planning, and view or update status from wherever you are located.Using CA Clarity Agile, you can do the following tasks: Create and monitor sprints using a timebox approach, and according to demandand capacity Create, update, and decompose stories while supporting role-based access to rankand assign them to team members Facilitate daily standup meetings Create burndown charts Calculate team velocity View and manage backlog/task status Create and edit requirements. Break any requirement into smaller child requirements and view the parent childhierarchy. Merge requirements to create a single requirement. Associate requirements with products, releases, features, sources, and personas. View traceab

CA Clarity Agile (see page 11) Audience (see page 12) Log in to CA Clarity Agile (see page 12) Getting Started (see page 12) Change Language and Locale Settings (see page 13) Search for an Object (see page 14) CA Clarity Agile CA Clarity Agile enables you to manage projects that follow the scrum methodology in an intuitive and simple manner.