OSEE Agile

In support of many teams moving to Agile, the OSEE Team has created OSEE Agile. This feature is built on top of the existing OSEE Action Tracking System and uses many of the same views and editors. It does, however, have the common objects and branding of Agile like Agile Teams, Backlogs, Sprints and Feature Groups.

Benefits to using OSEE Agile

Existing Agile Teams that are using an ATS Goal for their backlog can easily convert over to Agile and Sprints and Backlogs. In addition, any ATS Versions can be converted to OSEE Agile Sprints.

Getting Started with OSEE Agile

Create new Agile Team

From the ATS Navigator, select Create new Agile Team and enter a team name. Your team artifact will be placed on the Common Branch under a folder named "Agile".

Open the Agile Team in the Artifact Editor and add the "Point Attribute Type" attribute and set it to ats.Points or ats.Points Numeric, depending on which points are used by your team. "ats.Points" is an enumerated point scale that is more in line with "Pure Agile". It also includes the "Epic" option. "ats.Points Numeric" is a floating point attribute that allows for partial points and does not have the "Epic" option.

Create new Backlog or use your existing Goal

From the ATS Navigator, select Create new Agile Backlog and enter your backlog name. Your backlog artifact will be placed under your team artifact on the Common Branch.

If you have an existing Goal artifact, you can open your Team artifact > go to the relations section > drag your Goal into the AigleTeamToBacklog relation > then drag your Goal to the common branch and make it a child of your Team. This converts it to an Agile Backlog.

Create a new Sprint

From the ATS Navigator select "Create new Agile Sprint" and enter your sprint name.

Sprints are Workflow Artifacts, just like Team Workflows. The Workflow tab will enable you to add extra information regarding the Sprint. Once completed you can transition your sprint to completed and it will not be shown as an option in the Sprint Column.

Recommendation: A good naming convention for sprints is <short team name> Sprint <xx>. Where xx is 01..99. This allows dialogs and such to sort and attempt to show later sprints first. It also allows for quick search of sprints for just one team.

Adding ATS Objects to Backlogs, Springs and Goals

You can add existing items to Sprints and Backlog by dragging them into the items table. You can also add items using the Sprint Column or Backlog Column by right-click > Edit > Sprint/Backlog.

As of the 0.25.0 release, you can also right-click in any Goal, Backlog or Sprint and select "Create New Action" menu option. This also automatically adds the item at the location you selected.

Converting over existing items in to new sprints

For any existing sprints, you can create a new sprint object and drag those items in.

If you're using the Notes field you can add the Sprint column in any World View > select all the items that belong in the created sprint > right-click > Edit Sprint > select the sprint.

If you're using ATS Versions for sprints, you can use "Convert Version(s) to Agile Sprint" in the ATS Navigator to easily convert.

Creating a new Feature Group

In the ATS Navigator > expand the Agile section > Select Create new Agile Feature Group > enter the name and press Ok. The Feature Group will be placed under your Agile Team on the Common Branch.

To set the feature group on your items > Open in the World View > Add the Feature Group column > select the item(s) you wish to set > right-click > Edit > Feature Group.

Agile Backlogs

Opening Agile Backlogs

  1. In the Artifact Explorer > Switch to the Common branch > expand Agile > Expand your Team. There you will find your Backlog, Sprints and any Feature Groups you have created. Any of these can be double-clicked to open/edit.
  2. As of 0.26.0, you can also select the "Open Agile Backlog" in the ATS Navigator. Select your team and your Backlog will open.
  3. Backlogs and Sprints are ATS "Workflows" themselves. Once open, you can select the Workflow tab and assign yourself. Then, your Sprints and Backlogs will show in "My World" in the ATS Navigator.

Adding Backlog Items to a Sprint

Organizing your Backlog

Since the main purpose of an Agile Backlog is to order actions by their priority and importance. This is done easily by drag and drop or selecting items > right-click > set backlog order.

Note: Drag and Drop will only work in the default table customization.

Agile Sprints

thumbnail|Agile Sprint

Adding Items to a Sprint

Running and Storing Sprint Reports

Open the desired Sprint

From the Artifact Explorer, as shown in the section: Create a new Sprint, open the Agile Folder, then the Sprints Folder, then open your Sprint by double-clicking the desired Sprint.

As of 0.26.0, you can also select "Open Agile Sprint" from the ATS Navigator > Select your Agile Team > Select your Sprint from the filtered dialog.

Configure the Sprint for Reporting

Once the sprint is open, at the bottom of the screen, > switch to Workflow tab and set the following fields

Running the Sprint Reports

All reports have the option of opening in the OSEE IDE or opening in the system-configured Browser. Selecting the black label opens locally where selecting the blue hyperlink "Open Externally" opens in the browser.

Types of Charts/Reports:

Sprints can also be opened by selecting ATS Navigator > Agile > Reports > Open Agile Sprint Reports.

Storing Sprint Reports

One common mechanism for un-completed work is to move it to a new Sprint during Sprint-Planning. Doing so will throw off the metrics for the original Sprint. To handle this OSEE Agile provides the ability to store the reports.

  1. Store Snapshot of Sprint Reports - This will create a snapshot of all the report as HTML and store it in OSEE. These can be seen in the Artifact Explorer > Common Branch > Agile Team > Sprints > under <Your Sprint Name>. Double-clicking or right-click > Edit with Preview will open these reports.
  2. Open Stored Sprint Reports - This will open all Sprint Reports externally.

Stored Sprints can also be opened by selecting ATS Navigator > Agile > Reports > Open Agile Stored Sprint Reports.

Report Screenshots

thumb|center|border|500px|Example Sprint Summary

thumb|border|center|500px|Example Data Table Summary

thumb|border|center|500px|Example Sprint Burn-Down

thumb|border|center|500px|Example Burn-Up