Before you can plan your requirements to different releases,
you must configure a few views and attributes and complete the setup
process. The first time you open a view in the Plan menu, the setup
opens automatically.
Procedure
- Create the following views and make sure that they are
set to be displayed in the Plan menu:
- A view that contains the following attributes. The first two
attributes can be either visible or editable, but the last two must
be editable.
- An Integer attribute that specifies the time required to implement
the requirement.
- A Link attribute that specifies the type of skill needed to implement
the requirement
- A Link attribute that specifies to which release the requirement
is allocated. You define releases in the Releases module.
- A Link attribute that specifies the resource to which the requirement
is assigned.
- A view of releases that includes at least one release from
the Releases module
- A view of resources that includes at least one member or folder
from Members module. This view must have an Integer attribute that
specifies the number of hours per week that the resource is available.
After you complete the setup to plan your requirements, update this
attribute for all the members that are selected by the resource view.
You can use folders in the Members module as resources.
The requirements do not need to have a resource type, and the
resources do not need to have skills. Any resource can implement requirements
that do not have skills; a resource that does not have a Skill attribute
can implement any requirement. None of the views that are used for
planning can contain view rules that refer to the current user.
- Optional: Define skills for your resources in the Resource
Types module. To set a skill for your requirements, use the Link attribute
that you created in step 1.
- Set up the Criteria attribute in the view that contains
the requirements. The value of this attribute determines
the set of criteria used when you display the view in a stacked bar
chart. When you plan your requirements, they are ranked. The more
closely the requirement fulfills a criterion, the higher the requirement
is ranked.
- If the value is set to a specific criterion, only that criterion
is included in the chart.
- If the value is set to a view of criteria, all criteria in
that view are included in the chart.
- If you do not set the value, all the criteria in the Criteria
module are included.
- Run the setup:
- Click Plan and select the view
to plan.
- Select the release and resource views and click Next.
- Select which attributes to use for releases and resources.
- Click OK. The settings are updated. To edit the settings, in the Plan toolbar, click the Release
Planner Settings icon

What to do next
For all members that are selected by the resource view that
you created in step 1, update the Integer attribute to specify the
availability of resources. Then, begin to plan your requirements.