Track Iterations

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Beta version of the new Iteration Status page now available

Rally has released a Beta version of a new Iteration Status page.

With the new Iteration Status page, you can:

  • Quickly view the most important information to keep track of your iteration
  • View detailed iteration data as cards or as a grid
  • Easily view the parent-child relationship of artifacts in a hierarchical grid
  • Make rapid changes within a card or grid line without opening the detail page
  • Personalize which columns of data to display in the grid view

To use the new Iteration Tracking page, click Track → Iteration Status and click Try New Version.

The Iteration Status summary page displays all scheduled items for the selected iteration and their related tasks task, defects defect, and test cases and test sets test case (available only if your subscription includes Rally Quality Manager). Select an iteration from the drop-down list, or click the adjacent next and previous arrows to scroll through all listed iterations.

If you use a project hierarchy, this page reflects any view scoping settings that you have indicated in the project drop-down list. All charts and columns display the cumulative totals for all projects that have the same iteration name and timebox (start and end date).

Tracking iterations includes the following topics:

Filter options

The beta version of the Iteration Status page includes a filter option. Below are some troubleshooting tips for applying and using filters.

Status filter

Mismatched artifact types

If you filter on a field specific to defects and add a condition to also filter on a user story field, no results will be returned. This is true for each artifact type.

Unchecked artifacts

If you're filtering on defects, it's possible a previously set filter did not have defects selected. This can be resolved by ensuring the defect box is checked.

Query values that cancel each other out

It's possible to set values that can't return a result. An example would be setting a filter the queries for all artifacts where the plan estimate is > 3 and < 2. Resolve this by ensuring that the values are the same.

Valid results

If you were expecting some items to show up that didn't, make sure you're scoped to the correct iteration and project. Filter settings will persist across projects and iterations.

Iteration defect status

This page provides a colored iteration defect box that displays critical iteration defect information. Click anywhere on the mini defect status chart to display the full-sized chart.
defect chart

The right half of the mini chart displays the defect summary information for the iteration:

Header Description
Found The count of all defects created during the iteration that are directly associated with the iteration or associated with work items in the iteration.
Active The count of all defects that have a status other than Closed that are scheduled into the iteration or are associated to a work item scheduled into the iteration.
Closed A count of all defects with a status of Closed that are associated with the iteration or associated with work items in the iteration. Note: If defects are closed after the iteration but are still associated with the iteration, they are included in this count.

The same defect displays twice

On the Iteration Defect Status page, it is possible to see a defect displayed twice.

Defect displayed twice

This occurs when a defect is both assigned to the iteration directly, and associated to another work item in the iteration. In the example above, DE22 has been scheduled into Iteration 6 and assigned to S73, which is also scheduled.

If you remove the defect from the iteration, it will only display as a related item on the page:

If you remove the association between the defect and user story, the defect will only display as an independent item on the page:

Rally recommends scheduling defects as independent work items in iterations when they are meant to correct regression issues or other bugs not related to iteration work. When a defect is discovered as part of new code being developed for a scheduled user story, associate it to the relevant story instead of the iteration.

Iteration task status

This page provides a colored iteration box that displays critical iteration information. Click anywhere on the mini burndown chart to display the full-sized Iteration Burndown chart.

The status is calculated by taking the number of Task To Do hours that should be remaining, based on the ideal burndown line calculation for the current day, and subtracting that value from the Task To Do total. If the value is black, you are on target to hit the ideal burndown or even finish earlier. If the value is red, you are at risk of not completing the work in time.

The right half of the mini chart displays iteration resource information for your iteration:

Header Description
Planned Velocity The amount of points or other units the team believes they can complete in the iteration.
Status The remaining amount of work to do compared to the calculated ideal burndown value for the daily burndown bar. If the number is black, you are on target to meet the iteration completion date based on the ideal burndown calculation. If the number is red, there may be too much work left to do, and the team is in danger of not being able to complete the iteration by the scheduled date.
Accepted The percent or amount of units that have been accepted for the iteration.

Iteration test case status


This page provides a colored iteration box that displays critical iteration information. Click anywhere on the mini burndown chart to display the full-sized Iteration Burndown chart.

The right half of the mini chart displays iteration resource information for your iteration:

Header Description
Planned Velocity The amount of points or other units the team believes they can complete in the iteration.
Status The remaining amount of work to do to the calculated ideal burndown value for the daily burndown bar. When the line is black, you are on target to meet the iteration completion date based on the ideal burndown calculation. If the line is red, there may be too much work left to do, and the team is in danger of not being able to complete the iteration by the scheduled date.
Accepted The percent of iteration units that have been accepted for the iteration.

Status columns

You may add one of the status columns to your Iteration Status page display to see the state of work items associated to your user story, defect, or test case. When displayed, the column will have a colored icon indicating the status of the associated items.

Note: These columns are also available inside of Custom Grid apps.

Task Status

Click a status icon to view a pop-up with detailed information on the tasks associated with the work item without leaving the page.

Icon Status
Dotted icon No tasks associated to the work item
Grey fill icon Tasks associated to the work item, all have a state of Defined
In Progress icon Tasks associated to the work item, at least one has a state of In Progress, none are blocked
Task Blocked icon Tasks associated to the work item, at least one is Blocked
Green check icon Tasks associated to the work item, all have a state of Completed, none are blocked

Defect Status

The Defect Status column is only applicable to user stories on the Backlog page. Click a status icon to view a pop-up with detailed information on the defects associated with the work item without leaving the page.

Icon Status
Dotted icon No defects associated to the user story
Red bug icon Defects associated to the user story, at least one does not have a state of Closed
Green check icon Defects associated to the user story, all have a state of Closed

Test Case Status

Icon Status
Dotted icon No test cases associated to the work item
Test cases associated to the work item, but no test case results have been entered
In Progress icon Test cases associated to the work item, all those with a result have a verdict of Pass, all other test cases have no results
Test cases associated to the work item, at least one with a result has a verdict other than Pass
Green check icon Test cases associated to the work item, all have results with a verdict of Pass

Feedback

Need more help? The Rally Success Community is your one-stop shop for self-service and support. To submit feedback or cases to Rally Support, find answers, and collaborate with others, please join us at rallydev.force.com/answers.
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