Change Project Scoping

Print this topicEmail this topic

You can control what workspace and project to show data from, using the settings menu in the app. Selecting the Follow Global Project Setting option will show data from the workspace and project specified in your project picker.

Project scoping allows you to manage hierarchical projects which are broken into smaller segments or partitioned groups of user stories, requirements, test cases, and defects. Each project retains a unique schedule of releases, iterations, and tasks, but can share the over-arching work items of the parent project. Project scoping is instrumental in tracking and managing large projects, projects containing multiple modules, or dispersed development teams.

Your project options are determined by your workspace. Some organizations use multiple workspaces, others use a single workspace.

To accommodate project scoping, Rally uses the following hierarchy:

  • Parent project: Contains work items that are shared across all associated child projects. The parent project includes all levels of child projects.
  • Child project: A partitioned view of the parent project. It contains those work items that have been assigned to the individual child project, as well as those assigned to the parent project. Child projects do not display the user stories, requirements, test cases, and defects of other peer child projects.

You can control what workspace and project to show data from using the project picker.

Change project scoping topic includes:

Select a project to scope

Your development process might include a single project or multiple projects. Use the drop-down list on the upper-left side of the page to change your project perspective in the Rally application. You can select a different project from the drop-down list and change your project access in real time. Your currently selected project is always displayed in the project box.

To specify a workspace and project combination to be your default from the Profile page:

  1. Select the Setup button from the Rally navigation bar and click the Profiles tab.
  2. Click Edit Profile.
  3. On the Edit Profile page, scroll to the Settings section.
  4. In the Default Workspace/Project field, click the drop-down arrow and select a workspace and project.
  5. Click Save & Close.

Alternatively, you can specify and change your default home page by clicking the Edit icon for a page, then selecting the gear icon.

Assign a work item to a project

The detail of each work item (user story, test case, defect, and defect suite) contains a Project field. When you create one of these work items, this field is automatically populated with the name of the current project in which you are working. You can change a work item to a different project in either a single or multiple setting.

To assign a single work item to a project, edit the work item and select a new project value from the Project field drop-down list.

To assign multiple work items to a project, use the bulk edit capabilities of the multi-edit menu option where presented on summary pages.

Note: To edit the Project field using the multi-edit function, create a custom view that displays the Project field, then multi-edit your custom view.

Scope project views

You can use the Also show items from: checkboxes in the Project drop-down list to choose additional work items you can view from your selected project. You can specify to view artifacts from projects above, below, or both directions in the project hierarchy. When you include other projects in your hierarchical project view, you will see work items from the additional projects. Only those projects with a state of Open are available for viewing.

The last three projects that you have viewed display at the top of your Project drop-down list.

  • If no checkboxes are selected, your view displays only those work items for the selected project. This scope is best suited to those users that work in a single project.
  • If the Parent Projects checkbox is selected, your view displays all work items for the selected project and all other projects above it in the project tree. This scope is for users that need to track work items shared between teams. You can locate unassigned work items, manage the backlog, and assist with planning activities.
  • If the Child Projects checkbox is selected, your view displays all work items in your current project and all other projects below it in the project tree. This scope is for users who need to see the status of a large project or product with multiple child projects.
  • If both checkboxes are selected, your view displays all work items in your current project and all other projects above and below it in the project tree. This scope is helpful for product managers with multiple project teams working on a single product. Use this scope to view work items in child projects plus any over-arching user stories for the business unit.

Project scoped work item relationships

Work item Project scoped relationships
User story A user story may have:
  • A parent user story in the same parent project
  • Child user stories in the same child project
  • Defects or test cases in the same child projects
Defect A defect may have:
  • A user story or test case in the same project or parent project
  • A duplicate in the same project, parent project, or child project
Defect suite A defect suite may have a defect in the same project or child project.
Test case A test case may have a work item such as a user story or a defect in the same project or parent project.

Feedback

Please send us your feedback regarding our help site. For feedback regarding the Rally product, click here to open a support case or click here to submit a new feature request
English
By submitting this form, you accept the Mollom privacy policy.
© 2014 Rally Software Development Corp | Legal