Extreme Management tool

by Jean-Paul Ladage last modified Apr 07, 2014 08:38 AM

Project administration which supports the eXtreme Programming methodology.

Project Description

eXtreme Management Tool

This application provides project administration which supports the eXtreme Programming Methodology.

Content Types

  • Project Multiple projects can be added by projectmanagers. For each project, iterations and stories can be added by both the customers and employees.
  • Iteration The project will be planned with iterations. An iteration is a period of 1 to 3 weeks in which a number of stories will be implemented.
  • Offer Contains the stories that a customer wants in this Project. It is used as a way to bundle the wishes of the client and give a first indication of the size of a project.
  • Story The customer can define new features by describing these feature in a story.
  • Task The employees can estimate the story by defining tasks.
  • Booking While working on tasks the employees can track time and easily book those at the end of the day.

Workflow

Customers can create stories and submit them for estimating. The employees will find pending stories in the review portlet and provide a rough estimate and change the state by using the 'mark estimated' transition.

The customers are able to prioritize the stories based on value for the organisation and the rough estimate. When the team has committed to the number of stories, they can start writing tasks and provide estimates for each task.

After all tasks have been written and estimated the iteration can be started by following the transition 'start working'. This will set the status of all tasks to 'todo', so employees will see their tasks in the todo list.

Activating tasks will send notification email to the assignees. When an iteration is activated, this could result in quite some mails to be sent. To prevent this from slowing down the activation of the iteration, one could consider adding MaildropHost in the instance.

When completing all tasks in a story the story itself will be set to 'completed'.

Time Tracker

The time tracker allows the employees to track their work in real time. You can select a few tasks to work on from the list of assigned tasks. The tracker will display an input field for each task. Instead of using the punch-in, punch-out system we choose to start working by just starting the timer. After you have finished a task you describe your work in the input field and hit the 'track' button

The time spent on the task will be registered with your description and the timer will reset itself so you can start on the next task.

In case you get interrupted by a phone call or a colleague asking for help, you simply provide a quick note on what you were doing in the task input. Again this will reset the timer. At the bottom of the tracker an input field for unassigned tasks is available, to track interruptions like these. If you register the time here, you can later hit the 'Add to task' button, which allows you to browse through all open tasks and book the time there.

At the end of the day you can expand each task do any last changes to either the description or the time. In case you didn't finish the task yet you can click the 'book' button to add a booking to the task with the total time. When you did finish the task you can click 'book and close', this will change the state of the task to completed.

Release Plan

The Release Plan provides the customer with an "Overall Plan". At the start of a project all stories are added to the project. Depending on the velocity of the development team and the size and number of stories the expected number of iterations can be added. The customer can than prioritize the user stories using drag and drop and assign them to iterations.

Iteration Roundup

When the iteration is finished, some stories might not be completed. Using the close iteration option from the 'action' dropdown allows you to select or create the next iteration and copy over all unfinished stories, including unfinished tasks.

Installation

Make a backup of your site. You can never be too careful.

We strongly advise using buildout; it is certainly not impossibly to get it to work in other ways but this is not supported. Just add Products.eXtremeManagement in the main eggs section of your buildout.cfg.

Important: you need to install egenix-mx-base from Egenix. Either use the installers provided by them or use your own system tools (apt-get install python-egenix-mxdatetime works on Debian/Ubuntu) or use easy_install egenix-mx-base. On Windows the installers seem to be the easiest way. For mac users, do: sudo easy_install-2.4 egenix-mx-base Then open python terminal: python2.4 >>import mx.DateTime

Then restart your zope instance and use the Add/Remove products page in Site Setup to install eXtremeManagement.

Dependencies

For reference, here are the dependencies:

  • Plone: 3.1 or 3.2 with Zope 2.10.

  • Some xm.* and kss.* packages and pygooglechart (pulled in automatically via setup.py)

  • Poi with its dependencies. Get a bundle with products fit for the Plone version you are using: http://plone.org/products/poi

    With Poi installed, eXtremeManagement allows you to add an issue tracker in a project. And you can add PoiTasks to Stories, which lets you easily link to existing issues in the tracker of your project.

  • The mx.DateTime library from Egenix; see the Installation instructions above.

Optional extra

If you have a project management website you should seriously consider installing the xm.theme package. This gets rid of part of the default Plone UI so it fits a project management site more. Try this out locally before you use it in production. Note that this may become a real dependency in newer versions of Products.eXtremeManagement

Conflicting Products

  • eXtremeManagement is known not to work with ZEPP/PlonePM, another project management product. It uses a Task content type, just like eXtremeManagement does. This causes problems. If you want to try out both, do that in separate Zope instances.
  • Same is true for PloneBooking.

Authors

Jean-Paul Ladage <j.ladage@zestsoftware.nl>

Maurits van Rees <m.van.rees@zestsoftware.nl>

Mirella van Teulingen <m.van.teulingen@zestsoftware.nl>

Jodok Batlogg <jodok.batlogg@lovelysystems.com>

Harald Friessnegger <harald.friessnegger@lovelysystems.com>

Daniel Nouri <daniel.nouri@gmail.com>

Joris Slob <j.slob@zestsoftware.nl>

Mark van Lent <m.vanlent@zestsoftware.nl>

Hans-Peter Locher <hans-peter.locher@inquant.de>

Stefan Eletzhofer <stefan.eletzhofer@inquant.de>

Reinout van Rees <r.van.rees@zestsoftware.nl>

Jens Klein <jens@bluedynamics.com>

Changelog

2.1a7 (2014-04-07)

2.1a6 (2014-03-31)

2.1a5 (2013-12-06)

  • Do not send task emails to non-employees. We may have a customer as assignee of a PoiTask. The ticket is assigned to her, but as she is an employee, she should not get an email that she can work on the task. [maurits]

2.1a4 (2013-11-26)

  • Fix longstanding bug in reloading of task-form provider. When doing a transition on a story, we now refresh the 'add task' part. [maurits]

2.1a3 (2012-09-12)

2.1a2 (2011-02-03)

  • Added upgrade step to recatalog the Stories, as their size_estimate in the catalog was broken when using xm.booking 2.0. [maurits]
  • Get KSS portal status messages translated correctly again in Plone 3. Not used in Plone 4; not sure yet if this is needed there. [maurits]
  • In the employees_overview also list members that are Employee because they are in a group that has the Employee role. Patch by Yuri and Mauro. [maurits]
  • In the employees_overview make the Employee name a link to see the task_overview for that Employee. Patch by Yuri and Mauro. [maurits]

2.1a1 (2010-09-24)

  • Added Plone 4 compatibility, while keeping Plone 3 compatibility. May have a few rough edges and has two failing tests on Plone 4 (including one in xm.tracker), so use with care. [maurits]
  • Avoid TraversalError in the xm.tracker when taskbrain2dict throws an AttributeError for a brain that fails getting its object. [maurits]

For older changes, see docs/HISTORY.txt.

Self-Certification

[X] Internationalized

[X] Unit tests

[X] End-user documentation

[X] Internal documentation (documentation, interfaces, etc.)

[X] Existed and maintained for at least 6 months

[X] Installs and uninstalls cleanly

[X] Code structure follows best practice

Current Release
xm.tracker xm.tracker-1.0.7

Released Mar 31, 2014

Download file Get Extreme Management tool for all platforms
xm.tracker-1.0.7.zip
If you are using Plone 3.2 or higher, you probably want to install this product with buildout. See our tutorial on installing add-on products with buildout for more information.

All Releases

Version Released Description Compatibility Licenses Status
xm.tracker-1.0.7 Mar 31, 2014 More about this release… GPL final
xm.tracker-1.0.6 Sep 12, 2012 More about this release… GPL final
xm.tracker-1.0.4 Sep 24, 2010 More about this release… GPL final
xm.tracker-1.0.3 May 03, 2010 More about this release… GPL final
xm.tracker-1.0.2 Apr 30, 2010 More about this release… GPL final
xm.theme-1.3 Sep 12, 2012 More about this release… GPL final
xm.theme-1.2 Sep 24, 2010 More about this release… GPL final
xm.theme-1.1 Apr 30, 2010 More about this release… GPL final
xm.portlets-0.9 Apr 30, 2010 More about this release… GPL final
xm.charting-0.5 Sep 12, 2012 More about this release… GPL final
xm.charting-0.4 Sep 24, 2010 More about this release… GPL final
xm.booking-2.2 Sep 12, 2012 More about this release… GPL final
xm.booking-2.1 Feb 03, 2011 More about this release… GPL final
xm.booking-2.0 Sep 24, 2010 More about this release… GPL final
xm.booking-1.1 Apr 30, 2010 More about this release… GPL final
2.1a7 More about this release…
Plone 4.1
Plone 4.2
GPL alpha
2.1a6 More about this release…
Plone 4.1
Plone 4.2
GPL alpha
2.1a5 More about this release…
Plone 4.1
Plone 4.2
GPL alpha
2.1a4 More about this release…
Plone 4.1
Plone 4.2
GPL alpha
2.1a3 Moved to github. More about this release…
Plone 3
GPL alpha
2.1a2 Improve employees_overview, fix kss portal status messages in Plone 3, add upgrade step to fix the cataloged size_estimate for stories. More about this release…
Plone 4
Plone 3
GPL alpha
2.1a1 More about this release… GPL alpha
2.1 This release will focus on more features for managers and customers. Also the UI will be more Role centric. More about this release…
Plone 3
GPL pre-release
2.0.4 Jul 05, 2010 Depend on Products.Poi<2.0dev to avoid pulling in Plone 4. More about this release…
Plone 3
GPL final
2.0.3 Apr 30, 2010 More about this release… GPL final
2.0.2 May 05, 2009 Bugfix release, which includes hiding task details for customers. More about this release…
Plone 3
GPL final
2.0.1 Mar 22, 2009 This is the first bugfix release for eXtremeManagement 2.0. A number of critical bugs where reported. More about this release…
Plone 3
GPL final
2.0 Mar 18, 2009 This release brings major improvements in reporting and planning and time registration. More about this release…
Plone 3
GPL final
1.6 Jul 16, 2008 This release has many improvements in interaction using KSS. Better management information and performance improvements. More about this release…
Plone 3
GPL final
1.5.2 Jan 02, 2008 Bug fix release More about this release…
Plone 2.5
Plone 3
GPL final
1.5.1 Oct 18, 2007 Bug fix release More about this release…
Plone 2.5
Plone 3
GPL final
1.5 Oct 08, 2007 Should be compatible with Plone 2.5 (which it is already) and Plone 3.0. Use Zope 3 techniques. Make User Interface more user friendly, with KSS. Better overviews of Bookings, Tasks. More about this release…
Plone 2.5
Plone 3
GPL final
1.1 Feb 15, 2007 Zest Software is proud to annouce the 1.1 release of eXtreme Management, an add-on product for Plone to manage software development projects. More about this release…
Plone 2.5
Plone 2.1
Zope 2.9
Zope 2.8
GPL final
1.0.1 Sep 25, 2006 Bug fix release of the 1.0 branch. Only for Plone 2.1. For 2.5 please use the subversion trunk for now. More about this release…
Plone 2.1.4
Plone 2.1.3
Plone 2.1.2
Plone 2.1.1
Plone 2.1
Archetypes 1.3.6
Archetypes 1.3.5
Zope 2.8
GPL final
1.0 Feb 09, 2006 Zest software is proud to announce the first release of eXtreme Management, an add-on product for Plone to manage software development projects. More about this release…
Plone 2.1.2
Plone 2.1.1
Plone 2.1
GPL final