Customized TFS Template for "Tracking Work and Progress"

7 posts, 1 answers
  1. Walter
    Walter avatar
    22 posts
    Member since:
    Jun 2009

    Posted 09 Nov 2011 Link to this post

    Hello,

    on this site http://blogs.telerik.com/teampulse/posts/11-08-22/behind-the-scenes-with-the-teampulse-team-ndash-part-1.aspx is a screenshot showing how you are "Tracking Work and Progress". You changed the states of requirements of the default TFS template.

    I am very interested in your customized TFS template. Is it possible to get it?
    Currently we are using the CMMI template and would like to adapt it to your way of tracking requirement work items.
    Could you please describe what has to be done to achieve this (in TFS and in TeamPulse)
    Did you also customize the states of the task work item?

    Thank you for your assistance.
    Daniel
  2. Jordan
    Admin
    Jordan avatar
    123 posts

    Posted 10 Nov 2011 Link to this post

    Hi Daniel,

    You can read more about our teamplate here and here. We've made changes only to the States and their transitions. For User Story they are Not Done, In Progress, Ready for Test, Done, Deferred, Deleted.
    You can check here how to change the states in TFS and here how to change them in TeamPulse.

    If you have other question do not hesitate to ask.

    Kind regards,
    Jordan
    the Telerik team
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  3. Walter
    Walter avatar
    22 posts
    Member since:
    Jun 2009

    Posted 10 Nov 2011 Link to this post

    But if you follow the link the states used there are different: Not done, Ready, In Development, Developed, Ready for Test, in Testing, Done. Is it possible to get that template?
  4. Answer
    Jordan
    Admin
    Jordan avatar
    123 posts

    Posted 11 Nov 2011 Link to this post

    Hello Daniel,

    The states are different because we've made some customizations to our project. We don't use Ready state anymore so the changes that I've sent to you are without that state. We use the Maturity property instead Ready state.

    I've attached our TeamPulse project settings and the Story work item from TFS. When you create your project you should replace your TeamPulse project settings and Story work item in TFS with the attached ones.

     The changes are related only to the Story. This is the changed Story definition in TeamPulse.

    <EntityDefinition EntityTypeName="Story">
         <Workflow>
           <Statuses>
             <string>Not Done</string>
             <string>In Development</string>
             <string>Developed</string>
             <string>Ready For Test</string>
             <string>In Testing</string>
             <string>Done</string>
             <string>Released</string>
             <string>Deleted</string>
           </Statuses>
           <Transitions>
             <Transition From="" To="Not Done" />
             <Transition From="Not Done" To="In Development" />
             <Transition From="In Development" To="Developed" />
             <Transition From="Developed" To="In Testing" />
             <Transition From="In Testing" To="Done" />
             <Transition From="In Testing" To="In Development" />
             <Transition From="Developed" To="Done" />
             <Transition From="Developed" To="In Development" />
             <Transition From="Done" To="Developed" />
             <Transition From="Not Done" To="Deleted" />
             <Transition From="In Development" To="Deleted" />
             <Transition From="In Testing" To="Deleted" />
             <Transition From="Developed" To="Deleted" />
             <Transition From="Done" To="Deleted" />
             <Transition From="Deleted" To="Not Done" />
             <Transition From="Developed" To="Ready For Test" />
             <Transition From="In Development" To="Ready For Test" />
             <Transition From="Ready For Test" To="In Testing" />
             <Transition From="Ready For Test" To="Done" />
             <Transition From="Ready For Test" To="Deleted" />
             <Transition From="Ready For Test" To="Released" />
             <Transition From="Released" To="Deleted" />
             <Transition From="Done" To="Released" />
             <Transition From="Developed" To="Released" />
             <Transition From="In Development" To="Released" />
             <Transition From="Released" To="Not Done" />
           </Transitions>
           <UnexecutedStatuses>Not Done</UnexecutedStatuses>
           <InProgressStatuses>In Development,Developed,Ready For Test,In Testing</InProgressStatuses>
           <DoneStatuses>Done,Released</DoneStatuses>
           <ExcludedStatuses>Deleted</ExcludedStatuses>
         </Workflow>
         <Rules>
           <Rule xsi:type="RequiredRule" IsActive="true" FieldName="Name" />
           <Rule xsi:type="AllowedValuesRule" IsActive="true" AllowNull="true" FieldName="Complexity">
             <AllowedValues>
               <string>1 - Simple</string>
               <string>2 - Somewhat Simple</string>
               <string>3 - Standard</string>
               <string>4 - Somewhat Complex</string>
               <string>5 - Complex</string>
             </AllowedValues>
           </Rule>
           <Rule xsi:type="AllowedValuesRule" IsActive="true" AllowNull="true" FieldName="PriorityClassification">
             <AllowedValues>
               <string>1 - Must Have</string>
               <string>2 - Should Have</string>
               <string>3 - Could Have</string>
               <string>4 - Won't Have</string>
             </AllowedValues>
           </Rule>
           <Rule xsi:type="AllowedValuesRule" IsActive="true" AllowNull="true" FieldName="ValueClassification">
             <AllowedValues>
               <string>1 - Cost Saver</string>
               <string>2 - Differentiator</string>
               <string>3 - Spoiler</string>
               <string>4 - Table Stakes</string>
             </AllowedValues>
           </Rule>
           <Rule xsi:type="AllowedValuesRule" IsActive="true" AllowNull="true" FieldName="Maturity">
             <AllowedValues>
               <string>1 - Undefined</string>
               <string>2 - Not Mature</string>
               <string>3 - Somewhat Not Mature</string>
               <string>4 - Somewhat Mature</string>
               <string>5 - Mature</string>
             </AllowedValues>
           </Rule>
           <Rule xsi:type="AllowedValuesRule" IsActive="true" AllowNull="true" FieldName="Certainty">
             <AllowedValues>
               <string>1 - Uncertain</string>
               <string>2 - Somewhat Uncertain</string>
               <string>3 - Average</string>
               <string>4 - Somewhat Certain</string>
               <string>5 - Certain</string>
             </AllowedValues>
           </Rule>
         </Rules>
       </EntityDefinition>

    And the changes in TFS are related to the states of the User Story.
    <WORKFLOW>
         <STATES>
           <STATE value="Done" />
           <STATE value="Deleted" />
           <STATE value="Not Done">
             <FIELDS>
               <FIELD refname="Microsoft.VSTS.Common.ResolvedDate">
                 <EMPTY />
               </FIELD>
               <FIELD refname="Microsoft.VSTS.Common.ResolvedBy">
                 <ALLOWEXISTINGVALUE />
                 <EMPTY />
               </FIELD>
               <FIELD refname="Microsoft.VSTS.Common.ClosedDate">
                 <EMPTY />
               </FIELD>
               <FIELD refname="Microsoft.VSTS.Common.ClosedBy">
                 <ALLOWEXISTINGVALUE />
                 <EMPTY />
               </FIELD>
             </FIELDS>
           </STATE>
           <STATE value="In Development" />
           <STATE value="Developed" />
           <STATE value="In Testing" />
           <STATE value="Ready For Test" />
           <STATE value="Released" />
         </STATES>
         <TRANSITIONS>
           <TRANSITION from="" to="Not Done">
             <REASONS>
               <DEFAULTREASON value="New" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Microsoft.VSTS.Common.ActivatedBy">
                 <ALLOWEXISTINGVALUE />
                 <COPY from="currentuser" />
                 <VALIDUSER />
                 <REQUIRED />
               </FIELD>
               <FIELD refname="Microsoft.VSTS.Common.ActivatedDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
               <FIELD refname="System.AssignedTo">
                 <DEFAULT from="currentuser" />
               </FIELD>
               <FIELD refname="System.Description">
                 <DEFAULT from="value" value="As a <type of user> I want <some goal> so that <some reason>" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Not Done" to="In Development">
             <REASONS>
               <DEFAULTREASON value="Development started" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Imaginet.InDevelopmentDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="In Development" to="Developed">
             <REASONS>
               <DEFAULTREASON value="Ready for testing" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Developed" to="In Testing">
             <REASONS>
               <DEFAULTREASON value="Testing started" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="In Testing" to="Done">
             <REASONS>
               <DEFAULTREASON value="Testing completed" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Microsoft.VSTS.Common.ClosedDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
               <FIELD refname="Microsoft.VSTS.Common.ClosedBy">
                 <ALLOWEXISTINGVALUE />
                 <COPY from="currentuser" />
                 <VALIDUSER />
                 <REQUIRED />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Developed" to="Done">
             <REASONS>
               <DEFAULTREASON value="Development completed" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Microsoft.VSTS.Common.ClosedDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
               <FIELD refname="Microsoft.VSTS.Common.ClosedBy">
                 <ALLOWEXISTINGVALUE />
                 <COPY from="currentuser" />
                 <VALIDUSER />
                 <REQUIRED />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Developed" to="In Development">
             <REASONS>
               <DEFAULTREASON value="Development started" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Done" to="Developed">
             <REASONS>
               <DEFAULTREASON value="Ready for testing" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Microsoft.VSTS.Common.ClosedDate">
                 <EMPTY />
               </FIELD>
               <FIELD refname="Microsoft.VSTS.Common.ClosedBy">
                 <ALLOWEXISTINGVALUE />
                 <EMPTY />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Not Done" to="Deleted">
             <REASONS>
               <DEFAULTREASON value="Deleted" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="In Development" to="Deleted">
             <REASONS>
               <DEFAULTREASON value="Deleted" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="In Testing" to="Deleted">
             <REASONS>
               <DEFAULTREASON value="Deleted" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Developed" to="Deleted">
             <REASONS>
               <DEFAULTREASON value="Deleted" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Done" to="Deleted">
             <REASONS>
               <DEFAULTREASON value="Deleted" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Deleted" to="Not Done">
             <REASONS>
               <DEFAULTREASON value="Back in scope" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Developed" to="Ready For Test">
             <REASONS>
               <DEFAULTREASON value="Ready for testing" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Imaginet.ReadyForTestDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="In Development" to="Ready For Test">
             <REASONS>
               <DEFAULTREASON value="Ready for testing" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Imaginet.ReadyForTestDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Ready For Test" to="In Testing">
             <REASONS>
               <DEFAULTREASON value="Testing started" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Ready For Test" to="Done">
             <REASONS>
               <DEFAULTREASON value="Testing completed" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Ready For Test" to="Deleted">
             <REASONS>
               <DEFAULTREASON value="Deleted" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Ready For Test" to="Released">
             <REASONS>
               <DEFAULTREASON value="Released" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Imaginet.ReleasedDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Released" to="Deleted">
             <REASONS>
               <DEFAULTREASON value="Deleted" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="Done" to="Released">
             <REASONS>
               <DEFAULTREASON value="Released" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Imaginet.ReleasedDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Developed" to="Released">
             <REASONS>
               <DEFAULTREASON value="Released" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Imaginet.ReleasedDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="In Development" to="Released">
             <REASONS>
               <DEFAULTREASON value="Released" />
             </REASONS>
             <FIELDS>
               <FIELD refname="Imaginet.ReleasedDate">
                 <SERVERDEFAULT from="clock" />
               </FIELD>
             </FIELDS>
           </TRANSITION>
           <TRANSITION from="Released" to="Not Done">
             <REASONS>
               <DEFAULTREASON value="Removed from release" />
             </REASONS>
           </TRANSITION>
           <TRANSITION from="In Testing" to="In Development">
             <REASONS>
               <DEFAULTREASON value="Did not pass testing" />
             </REASONS>
           </TRANSITION>
         </TRANSITIONS>
       </WORKFLOW>


    Greetings,
    Jordan
    the Telerik team
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  5. Walter
    Walter avatar
    22 posts
    Member since:
    Jun 2009

    Posted 13 Nov 2011 Link to this post

    Hello,

    thanks you for sharing that kind of best practices.
    Very useful for us.

    Daniel
  6. Walter
    Walter avatar
    22 posts
    Member since:
    Jun 2009

    Posted 17 Nov 2011 Link to this post

    Hello,

    could you please export the Bug work item from TFS.
    I would like to customize the bug states also.

    Thanks for you help
    Daniel
  7. Jordan
    Admin
    Jordan avatar
    123 posts

    Posted 17 Nov 2011 Link to this post

    Hi Daniel,

     I've attached the bug definition from TFS.

    Best wishes,
    Jordan
    the Telerik team
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