Your first project with eXtremeManagement

by Jean-Paul Ladage — last modified Dec 30, 2008 05:53 PM

What are the steps to take when you create your first project with eXtremeManagement?

As Manager Install eXtremeManagement in the Add/remove projects section of the Site Setup.
As Manager give a member of your site the Projectmanager role so he (or she) can do all project management tasks. (You can also do all those tasks yourself as Manager.)
As Projectmanager give a member of your site the Employee role. He can now be assigned to Tasks and can add Stories and Tasks himself.
As Projectmanager add a Project in the root of the site (or in a folder). In the workflow dropdown activate the Project.
As Projectmanager give a member of your site the local Customer role on this project (if you want to give that customer access to the project).
As Projectmanager add an Iteration within the Project. Pick a start and end date.
As Projectmanager or Employee or Customer add user Stories (understandable for the client) for functionality that you will work on during this iteration. Give each Story a rough estimate in days and mark it as estimated in the workflow dropdown. (Customers cannot estimate it but should submit it for estimation, after which an Employee should estimate it.)
As Projectmanager or Employee add one or more Tasks in each Story (understandable for the developers), assign them to an Employee and estimate them.
As Projectmanager in the workflow drop down on the Iteration do the start working transition. The Iteration is now in progress. See the screen shot:

As an Employee you can now go to a Task assigned to you and book hours you have worked on that Task by adding a Booking. Alternatively, use the time tracker from the optional xm.tracker package to track your time during the day and use that to book your hours at the end of the day. Alternatively, use the Time registration linked to from the project administration portlet. (Hint: for most people the time tracker is the nicest way.)
As an Employee or Projectmanager mark a Task as completed when it is completed and you and others have booked the hours worked on it. When all Tasks of a Story are completed the Story itself is automatically completed as well.
As Projectmanager at the end of the Iteration go through the Stories and Tasks to see which need to be copied or moved to the next Iteration. Do that and then complete everything. When all Stories are completed the Iteration is completed as well.
As Projectmanager after you have billed the customer you can transition the Iteration to the invoiced state.