Cross-Project My Perspective


The cross-project my perspective tracking page provides a view of a user's work in the current iteration(s) across all projects that he or she is currently working on.

xView MyPerspectiveenlarge screenshot

 

Choose your perspective

By default the cross-project my perspective page will display information pertaining to the currently logged-in user. However, by using the drop down list provided, a user may choose to view items from the perspective of any other user in the system that belongs to the same project(s).

Choose user to displayenlarge screenshot

 

 
Items viewed for other users are restricted based on the project-specific permissions of the logged in user. For example, if the logged in user does not have permission to access Top Secret Project X, they will never see items from Top Secret Project X when viewing another user's perspective, even if those items would otherwise show up in the view.

For more information on permissions within TeamPulse, please view the Permissions documentation.

 

 

Choose the project you wish to focus on

By default when xView My Perspective page is opened "All Projects" option will be selected. However, you are able to choose a particular project to help you better focus on the current context you are working on.

All Project option is disabled when xView is not licensedenlarge screenshot

 

 

Status groups

My Perspective page breaks out work items (stories, bugs, issues, risks and tasks) into three groups based on status: In Progress, Not Started, and Completed work. 

xView MyPerspective Groupsenlarge screenshot

 

 
The work item statuses shown in each group are determined on a per-project basis via advanced project settings. For more information please visit the Project Settings documentation.

 

 

Information hierarchy

Within each status grouping a hierarchy of items are shown. The first level of the hierarchy shows the projects that have work items to be displayed within the group. Underneath each project will be a list of all the stories, bugs, issues, and risks that pertain. Underneath them you will see any associated tasks that also fit the criteria to be displayed.

 Story Task Hierarchyenlarge screenshot

 


 
Sometimes parent items (stories, bugs, issues and risks) will appear in the list that do not necessarily belong on their own, but are necessary in order to preserve the hierarchy for showing associated task items underneath. These parent items are shown with a slightly altered appearance and an informational icon at the end of the name. Placing the mouse cursor over the informational icon will bring up a message indicating the reason why the item itself does not technically belong to the group.

 

In addition you can log work against each task you are working on. This can be done by selecting "Log Work" button at the end of the row which will open new popup dialog:

 enlarge screenshot

 

As part of this time entry a proper note can be added, time can be logged for any other day by using the calendar and respective work type can be chosen from the drop down list.

Also by using the same popup dialog, the time entry can be updated properly if some change is needed.

When time entry is logged it appears as Work Completed which is not an editable field for each newly created project. For already existing ones this field is still editable but this settings can be changed from inside TeamPulse -> Settings -> Time Tracking -> Calculate work completed using time entries. Also note that in such cases the entered work completed is not calculated as time entry.

 

Item data

In addition to the title of each item, 4 columns of data are shown: status, estimate, work remaining, and work completed. Clicking on the title of any story, bug, issue, risk and task will open a new page to navigate to the item within TeamPulse.

 

 
For additional information on the meaning of these properties, please see the individual documentation items for each work item type (story, bug, issue, risk and task).

 

Additionally, xView My Perspective screen allows users to change the status of the shown items based on the permissions they have in the projects they are member of. For example, a user who has edit story permission for a project will also be able to change story tasks' status and work remaining as well as log work that will calculate work completed by using time entries.

Editing Itemsenlarge screenshot

 

 

Adding Tasks

Tasks can be added to any story, bug, issue, or risk by clicking the menu to the right of the item name and choosing "Add task".

 

xView MyPerspectiveenlarge screenshot

 

When "Add task" is clicked, a row is added below the story, bug, issue, or risk with space for a task name to be entered. After entering the name you can choose to save the task or save the task and add another task. You may cancel the process at any time using the "cancel" link or the Esc key.

 

xView MyPerspectiveenlarge screenshot

 

Once the task is saved it will appear as a fully functional task element within the screen. If you chose to save and add another task, a new creation row will appear below. All tasks created in this manner are assigned to the logged in user. A newly created task will appear within the status grouping from which you were working in when you chose to add the task, even if it's status does not match the grouping. If you refresh the data on the screen the task will move to it's proper location based on it's status.

 


The ability to add tasks to a story, bug, issue, or risk is restricted based on your project-level permissions to edit each item type. For more information please see Project Level Settings.