• Click the Start a Project link in the green Projects area along the right hand side of the page.
• fill out the form
  • the summary serves as the title for various reports
  • access control determines who can access this project
  • the code is used as a lookup value so enter something unique yet meaningful
  • keywords should contain some search terms that you would like this project to appear as part of the results
  • provide a brief summary of the project
  • official start date of the project
  • sell your project in the introduction
  • the audience is a description of who this project intends to serve
  • the status describes the current status of the project
  • issues describes what challenges and opportunities that this project is currently facing
  • roadblocks describe any obsticles that are currently getting in the way of this project
  • anything else you want to talk about should go into notes
  • what chat room should people use if they want to discuss this project with you
• click the Add button
• click the display link

Adding a Release to a Project

• click the Releases link
• click the Add button
• About Change Control
  • If you want the management decision for this release to be a part of a bigger decision, then select the appropriate change control from the drop down.
  • If you want the management decision for this release to be by itself (recommended).
    • click the new change control link
    • fill out the Change Control screen
    • approval Status should be initial
    • fill in and remember the code
    • click the add button
    • click the Release link in the Recently Visited box
    • select the newly added code in the drop down for the change control
• fill out the rest of the form
  • the code is used as a lookup value
  • the version identifies the branding term for this release
  • describe this release in the description field
  • EDT is the Estimated Date of Completion
  • the objectives is where you describe the goals of this release
  • the scope is where you place high-level limitations on what requirements can go into this release
• click the Add button

Starting a Team

• click the Start a Team link in the blue Teams area along the right hand side of the page
• fill out the form
  • since you are creating this, you are the team lead
  • the code is used as a lookup value
  • keywords should contain some search terms that you would like this team to appear as part of the results
  • what is the name of the team
  • sell your team to potential members in the introduction
  • skills describe your team's core compentancy
  • wants describe what you are looking for to fill out your team
  • strengths describe where your team shines the best
  • weaknesses list where your team is lacking or needs to improve
  • availability discusses the details of when or how your team is available to work on projects
  • fpr is short for Function Point Ratio which you should leave as zero unless you are into Function Point Analysis
  • the face book field is for integration with facebook
• click the Add button
• click the display link

Adding a Member to a Team

• click the Members link
• click the Add button
• fill out the form
  • select the newly created team in the team drop down list
  • select a team member in the user drop down list
  • the code is used as a lookup value
  • select the role that this member will play on this team
    • an analyst will be tasked to write use-cases that cover each requirement once the release has been frozen
    • a software architect will be tasked to review each use-case that has been frozen
    • a developer will be tasked to review each design that has been frozen
    • a developer will be tasked to code each design once it has been approved
    • each quality assurance engineer will be tasked to write test plans for approved use-cases
    • JOAT means Jack of All Trades and will get all of the above tasks
• click the Add button
• rinse and repeat until all members have been established for this team
• click the newly created project in the green Projects area along the right hand side of the page

Adding a Team to a Project

• click the Teams link
• click the Add button
• fill out the form
  • the code is used as a lookup value
  • select the newly created team
  • select the appropriate role
  • more on teams, members, and roles
    • On a small project, you will most probably have one JOAT team with every member being a JOAT.
    • On a mediam project, consider having one JOAT team with every member serving a different role.
    • On a large project, the best practice recommentation is to have multiple teams where each team serves a different role. All the members of each team serve the same role as the team itself.
  • enter a description of the current status of the team on this project
  • click the Add button