How Rally Organizes Information

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Rally's easy-to-use interface is divided by the following basic components located at the top of Rally's page:

  • Workspaces
  • Projects
  • Modes
  • Tabs
Overview

Workspaces and projects

A workspace sets context for your projects. Your Rally subscription can consist of multiple workspaces. Each workspace can be divided in to multiple projects. You can share data between projects within a workspace, but not across different workspaces.

Users with administrative privileges manage workspaces.

A project is a collection of work to be done that is scheduled in to releases and iterations. You can create a hierarchy of projects to represent multiple teams or products that mirror your company's development structure.

Workspaces and projects

Modes

There are two basic modes in Rally:

  • Project
  • Setup

The mode you select determines the menus and corresponding data that display on the Rally page. When you select a mode a set of major tabs, or menus, display. These menus are color-coded to match the color of the project button on the navigation bar. This visual cue helps keeps you apprised of your location within the Rally application at all times. Click any major tab and you are presented with a series of links to web pages designed to provide access to various views and activities.

Project mode

Use the Rally Project mode to access the main project workplace of Rally. This is where you access your dashboard, plan iterations, track progress, and use reports.

Project mode

Setup mode

Use the Setup mode to configure your Rally workspaces, profile, notifications, and Rally subscription (administrators only). Setup mode

Project tabs

The menus available when you select project mode include:

  • My Home
  • Plan
  • Track
  • Quality
  • Reports
  • Search

My Home (Dashboard)

My Home is your own personalized view of the development effort that applies to you. The Getting Started panel appears and offers several links to help you get started, understand new Rally functionality, and helpful tips for using Rally. Add your own custom pages for easy access to web-based applications from within Rally.

Dashboard

Plan

Use the Plan menu to plan and schedule work to be completed into iterations and releases. The Backlog tab provides a central location for you to manage all requirements awaiting scheduling.  

Plan

Track

The Track menu helps you manage your project. The Team Status tab displays tasks for an iteration in the current workspace or project grouped by owner.  

Track

Quality

Use the Quality menu to centralize your quality-related work items like defects, defect suites, and test cases. These work items are essential to accepting the iteration and release as completed. This menu display reflects the modules enabled for your subscription; both defects and tests can be enabled or disabled when your subscription is created.

Quality

Reports

The Reports menu helps you manage your projects. Here you can easily and intuitively access all reports from a single location.

Reports

Search

Use the Search menu when you need to locate work items. As your project grows in size and scope, this tab becomes essential in locating work items you want to work on or review.

Search

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
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