Content Types
- Project
A project can be added by a ProjectManager. For each project offers, iterations and stories can be added by both the customers and employees. You can also add a PoiTracker.
- Iteration
The project will be planned with iterations. An iteration is a period of usually 1 to 3 weeks in which a number of stories will be implemented and integrated in a staging environment. Iterations contain stories.
- Offer
An Offer is a special kind of Iteration, with a different view. When making an offer to a client you can add and estimate high level stories here.
- Story
The customer or employee can define new features by describing this feature in a user story. Stories contain tasks.
- Task
The employees can break down the story into several (developer) tasks. Tasks contain bookings. - PoiTask
A PoiTask is a special task integrated with the Poi issue tracker. With a PoiTracker added to your project you can create a PoiTask within a story and select one or several Poi issues to solve. - Booking
After working on a task, the employee can book his hours. The optional xm.tracker package gives you a time track to track the time for selected tasks during the day and turning them into real bookings at the end of the day.
Note: there used to be ProjectFolders and CustomerFolders but in eXtremeManagement 1.6 we added some migration code to turn these into normal folders (see portal_setup in the Zope Management Interface of your Plone Site). There are also Customer and ProjectMember content types but at Zest Software we never actually used them. If you need something like this, it is better to look at for example Upfront Contacts
.
