XSEDE ECSS JIRA-Confluence Project Management Module 3: ECSS Staff Develop Workplan and Commence Work

ECSS Staff Develop Workplan and Commence Work Audience: ECSS Staff and L3 Managers Objective Learn how to develop workplans in Confluence, request workplan approval, and initiate work in JIRA Contents Development of Workplan in Confluence Sharing workplan via Confluence Export Request approval of workplan in JIRA L3 approval or reject Creation of JIRA tasks corresponding to workplan Project in progress Assigning/grabbing tasks, watching tasks Commenting on tasks as work progresses Advancing task workflow Adding/modifying tasks in Confluence and JIRA

Development of Workplan in Confluence When the project was assigned to you, ideally, there should have been a pointer to the home page for the project in the notification email. If there was not, you can still find this by navigating to the ECSS Projects Space Note: this space is private, and will require you to log into Confluence

Development of Workplan in Confluence At this point, one can navigate to the appropriate L3 area

Development of Workplan in Confluence At this point, one can navigate to the appropriate L3 area And then to the project home page

Development of Workplan in Confluence At this point, one can navigate to the appropriate L3 area And then to the project home page And then to the workplan page

Development of Workplan in Confluence At this point, one can navigate to the appropriate L3 area And then to the project home page And then to the workplan page At this point one is ready to edit the workplan

Development of Workplan in Confluence A few things to note while editing the workplan Instructional text (greyed out) has been added to guide editing Just select and start typing

Development of Workplan in Confluence A few things to note while editing the workplan Instructional text (greyed out) has been added to guide editing Just select and start typing Selecting a row in a table illuminates table editing controls (e.g., insert row, delete row, etc) This would allow for addition of items to the tables in the workplan as needed

Development of Workplan in Confluence Sharing workplan via Confluence Export To share the draft workplan with the research team, you will need to export to PDF or Word (Unfortunately), additions/changes will need to made manually on the Confluence Workplan page

Request approval of workplan in JIRA When the workplan is complete in Confluence Navigate to the Project Epic

Request approval of workplan in JIRA When the workplan is complete in Confluence Navigate to the Project Epic page Note that the Epic is in “Consultant Write Workplan” To request workplan review, advance the workflow The appropriate L3 manager will receive a notification to review the workplan

Request approval of workplan in JIRA L3 approval or reject The L3 Manager can either approve or reject the workplan Approval – will place project into “Project in Progress” Reject – will place project back into “Consultant Write Workplan”

Request approval of workplan in JIRA Creation of JIRA tasks corresponding to workplan When the workplan is approved, the workplan needs to be transformed into JIRA tasks Highlight the first task in the task/milestone table Select the JIRA icon

Request approval of workplan in JIRA Creation of JIRA tasks corresponding to workplan When the workplan is approved, the workplan needs to be transformed into JIRA tasks Highlight the first task in the task/milestone table Select the JIRA icon Check that you have ECSS, and Task (Edit if not correct)

Request approval of workplan in JIRA Creation of JIRA tasks corresponding to workplan Create multiple issues from the table

Request approval of workplan in JIRA Creation of JIRA tasks corresponding to workplan Create multiple issues from the table And select “Create” to autogenerate the issues Note: this may have been done by your L3 manager

Request approval of workplan in JIRA Creation of JIRA tasks corresponding to workplan At this point, your workplan has been transformed and link to a set of JIRA tasks

Project In Progress With the JIRA tasks created, one can start work on the project Select one task to get started

Project In Progress With the JIRA tasks created, one can start work on the project Select one task to get started This will connect you directly to the JIRA task

Project In Progress Some things about working on JIRA tasks Should assign task to lead consultant Other collaborators can be added as watchers Can add relevant files, as needed Good practice: Add comments as work progresses

Project In Progress More on JIRA tasks Can advance workflow as work progresses Now “Task in Progress”

Project In Progress More on JIRA tasks Can advance workflow as work progresses Now “Task in Progress” And mark completion

Project In Progress More on JIRA tasks Can advance workflow as work progresses Now “Task in Progress” And mark completion “Completed” Also can access parent epic And workplan in Confluence

Project In Progress Parent Epic Note list of all tasks in workplan Note that can directly add tasks to epic But these are not reflected in original workplan Better way to add tasks: Return to workplan

Adding/Modifying Tasks in Workplan Adding tasks to workplan Edit workplan

Adding/Modifying Tasks in Workplan Adding tasks to workplan Edit workplan Select row that want to add task (before or after) And add row before or after for new task

Adding/Modifying Tasks in Workplan Adding tasks to workplan Edit workplan Select row that want to add task (before or after) And add row before or after for new task Rerun JIRA wizard, but this time to add a single task

Adding/Modifying Tasks in Workplan Adding tasks to workplan Edit workplan Select row that want to add task (before or after) And add row before or after for new task Rerun JIRA wizard, but this time to add a single task

Adding/Modifying Tasks in Workplan Adding tasks to workplan Edit workplan Select row that want to add task (before or after) And add row before or after for new task Rerun JIRA wizard, but this time to add a single task Which shows up as expected in the table