A Quick Look at the RTC Quick Planner: Part 2 – Quick Planning for Planners

In our previous article, we began exploring features found in Quick Planner, a feature first introduced in the v5.0.2 version of RTC and extended in the just-released V6.0 version. We learned how to use the interface as both developers and team members by looking at and prioritizing assigned work items.

In this article we will look at Quick Planner from the perspective of a ScrumMaster or project manager by exploring the features in Quick Planner that allow rapid work when prioritizing and grooming the backlog, as well as tracking team status.

A Quick Review

In Part 1, we learned that the Quick Planner is accessed by going to our project area, opening the dropdown menu, and selecting Quick Planner. From the Quick Planner, we can view work items according to our selection in the navigation bar, which is pictured below.

Let’s take a look at the capabilities offered to team planners.

Quick Scheduling

Incoming Work displays all work items that do not have an iteration specified in the Planned For field. This allows you to schedule the work item for the product backlog or, if there is a specified date, for a release.

The Incoming Work interface, shown below, looks similar to the My Work section shown in the previous article.

From here, by selecting different icons, you can either create a new work item or modify the following fields in an existing work item:

  • Owned by
  • State
  • Severity
  • Priority
  • Send to Backlog

When you expand a work item, the following fields are available for modification:

  • Description
  • Filed Against
  • Planned For
  • Parent work item
  • Add Subscriber

Quick Ranking

The Backlog option presents the project’s backlog as a Ranked List.

QuickRanking

 

You can rank the work items on the backlog, assign applicable story points, or change some of the following attributes:

  • Owned by
  • State
  • Priority
  • Open child work item breakdown

Other options are available when you expand the work item. The following fields are adjustable:

  • Description
  • Filed Against
  • Planned For
  • Parent work item
  • Add Subscriber

Quick Grooming

The Iteration Planning option allows you to move work items from the product backlog to a specific iteration. To complete this action, select an iteration then drag and drop a work item, found in the product backlog, into the selected iteration. An example of quick grooming is shown below.

 

Quick Status

The Team’s Work option shows the plan for the team area specified in My Team Area. You may view the plan as either a work breakdown list or as lanes based on status. Below, current status for work items in our sprint displays as lanes. Each lane represents the state of work items for that iteration. Inside each lane, the work items are grouped by owner.

QuickStatus1

 

You also can review Team Progress via widgets that report hours worked, items resolved, and story points achieved in an iteration, as shown below.

QuickStatus2

 

Epilogue

We’ve now seen that the Quick Planner interface allows for prompt action by developers and planners, complementing the existing planning capabilities in RTC. This added flexibility allows developers and planners to easily add their input to a plan, creating higher levels of accuracy and collaboration within a team.

This blog article doesn’t have to be your last look at Quick Planner. The Quick Planner interface is a part of Island Training’s Rational Team Concert curriculum. If you’re interested in chatting about RTC training, please contact us here!

 

About the author

Robert Wen

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