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CQTT allows you to improve the process of estimating time actually spent on tasks and increase effectiveness of working time planning, both personal and of the whole project. It also allows saving ClearQuest licenses used.
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1
User Guide for Working Time Tracking Module
ClearQuest Time Tracker
Version 1.1
LLC CM-Consult
Moscow
2010
CM-Consult & Rational-Tools project
www.rational-tools.info www.cmcons.com
Partners in Europe:
IBTS - International Business
& Technology Solutions http://www.ibts-online.com
_________________________________________________________________________
2
Contacts
1. Main contacts
CM-Consult company
Rational-Tools project – the new area of international tools
development
Mail site: http://rational-tools.info (English site)
Company site: http://cmcons.com (Russian site)
Blog: IBM Blog (English blog)
Twitter: http://twitter.com/rrationaltools
E'mails: [email protected] and [email protected]
Moscow o Uznobutovskaya st, 23, Moscow, Russia
o Phone & fax: +7(495) 648-63-28
Kaliningrad o Office 213, Garajnaya st. 2, Kaliningrad, Russia
o Phone & fax: +7 (4012) 563671
2. Partners in Europe
Contacts in Germany:
IBTS - International Business & Technology Solutions
Internet: http://www.ibts-online.com
E-mail: [email protected]
Scheelestr. 108, D-12209 Berlin
Tel.: +49 (0)30 755 14 304
Fax: +49 (0)30 755 14 348
CM-Consult & Rational-Tools project
www.rational-tools.info www.cmcons.com
Partners in Europe:
IBTS - International Business
& Technology Solutions http://www.ibts-online.com
_________________________________________________________________________
3
Contents
1. LIST OF ABBREVIATIONS AND TERMS ......................................................................................... 4
2. GLOSSARY ........................................................................................................................................... 4
3. INTRODUCTION .................................................................................................................................. 5
3.1 PURPOSE OF THIS DOCUMENT............................................................................................................... 5
3.2 FIELD OF APPLICATION......................................................................................................................... 5
4. GENERAL DESCRIPTION .................................................................................................................. 5
4.1 FEATURES ............................................................................................................................................ 5
5. USING THE PROGRAM ...................................................................................................................... 6
5.1 LAUNCHING THE APPLICATION .............................................................................................................. 6
5.2 APPLICATION MAIN MENU .................................................................................................................... 7
5.3 MAIN WINDOW .................................................................................................................................... 8
5.4 APPLICATION SETUP ........................................................................................................................... 10
5.5 WORKING WITH TASKS ....................................................................................................................... 15
5.6 IMPORTING A LICENSE KEY ................................................................................................................ 18
CM-Consult & Rational-Tools project
www.rational-tools.info www.cmcons.com
Partners in Europe:
IBTS - International Business
& Technology Solutions http://www.ibts-online.com
_________________________________________________________________________
4
1. List of Abbreviations and Terms
Abbreviation Expansion
CQTT Working hours management module Clear Quest Time Tracker
OS Operating System
DB Database
2. Glossary
Term Interpretation
ClearQuest Software change management system IMB Rational ClearQuest
Record type ClearQuest document/ object
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www.rational-tools.info www.cmcons.com
Partners in Europe:
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& Technology Solutions http://www.ibts-online.com
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5
3. Introduction
3.1 Purpose of This Document
The document sets out to provide users with information necessary for efficient use of the
Time Tracker module.
The document covers the following topics:
Time Tracker functionality
User interface forms
Settings
Using the Program
3.2 Field of Application
The document relates to the CQTT module, and is intended for end users who have
experience working with the ClearQuest change management system.
4. General Description
CQTT allows you to improve the process of estimating time actually spent on tasks and
increase effectiveness of working time planning, both personal and of the whole project. It also
allows saving ClearQuest licenses used.
4.1 Features
CQTT supports the following features:
Defining personal settings for every PC user.
Protecting the system settings of change requests by administrator password.
Working with any change request.
Automatically changing task statuses upon start and finish of work.
Automatically tracking time spent on a task.
Temporary stopping of time tracking with further continuation.
Tracking of user idle time during task fulfillment.
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Switching between several user databases.
Getting personal statistics on tasks within several user databases and time periods.
Getting full information about ClearQuest tasks.
Taking into account the beginning and end of the working day.
Creating records defined in system settings right from the context menu.
Opening ClearQuest record forms.
5. Using the Program
5.1 Launching the application
To launch CQTT, click RunAll ProgramsCM-ConsultClearQuest Time
TrackerClearQuest Time Tracker. The Authorization dialog will open, where you should
enter login and password for Time Tracker (see Figure 1. Authorization dialog):
Figure 1. Authorization dialog
Authorization dialog for connecting to ClearQuest include the following fields:
Connection– ClearQuest connection name;
User Database – ClearQuest user database containing data about tasks;
Login - user name in ClearQuest;
Password – the user account password;
Keep password – flag that allows saving connection settings and credentials so
that you will not need to enter your credentials (user login and password).
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To connect to the database, enter the required data and click OK. To exit, click Cancel.
After successful connection to ClearQuest, the icon will appear in the taskbar. Right-
click the icon to open the application main menu and main window (see Figure 2. Application
main window and menu).
Figure 2. Application main window and menu
5.2 Application main menu
You can open the CQTT main window by right-clicking the icon or (if time
tracking for a task is started) located on a taskbar near the clock (see Figure 3. Main menu).
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Figure 3. Main menu
The main menu includes the following commands:
Hide/Show – shows/hides the application main window, where you can select
a task to be performed.
About – opens the window with information about the program, copyright,
licenses.
Settings – opens a window for adjusting the application settings.
Change profile – switches connection to another ClearQuest user database.
Submit – opens a menu allowing you to create ClearQuest records defined in
the application system settings.
Exit – saves all changes and closes the application.
5.3 Main Window
For working with tasks, the main application window is used (see Figure 4.
Application Main Window). To open the main window, double-click the CQTT icon on the
taskbar or select the main menu command Show/Hide.
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Figure 4. Application Main Window
The main window contains the following elements:
1. Area with general detailed statistics of all tasks by day, week, month and total.
General statistics contains the following information:
a. Statistics of the current task.
b. Statistics of all tasks within the current ClearQuest user database.
c. Statistics of all tasks within all ClearQuest user databases used in the
project.
2. Area with statistics of a current task containing information about the
workload.
3. Task selection button. Upon clicking this button, the dialog box appears where
you can select a task for fulfilment.
4. Field with the current task name. Clicking this field brings up a ClearQuest
task window (see Figure 11. ClearQuest record window);
5. Field with detailed description of the selected task.
6. Start button that starts time tracking of the selected task. Clicking the start
button will transit the task into the Opened state, and save date and time of the
beginning of the task fulfilment.
7. Stop button that stops time tracking of the selected task. Clicking this button
will suspend time tracking of the current task.
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8. Task closure button. Clicking this button will transit the task into the next
state Complete, and, if manual task closure is selected in the user settings, the
task closure confirmation dialog will open. Actual date and time of the task
completion and the workload will be saved.
9. Button that reduces the main window to the taskbar.
10. Exit button that closes the application.
11. General statistics panel containing task identifier, state, timers (total time in
seconds, time in idle state).
5.4 Application setup
To access the application settings, right-click the application icon on the taskbar and
select the Settings command in the menu (see Figure 5. Application settings).
Figure 5. Application settings
There are two types of application settings:
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User settings - allow adjusting personal work parameters, such as working
schedule, idle time, automatic start-up, etc. (see section 5.4.1 User Settings).
System settings – allow adjusting the record type use settings and correspondence
of fields (see section 5.4.2 System Settings).
Click Apply to save settings, or click OK to save settings and close the ClearQuest
Time Tracker Settings window. To close the window without saving changes, click Cancel.
5.4.1 User Settings
User settings are listed in the User settings tab of the ClearQuest Time Tracker
Settings window (see Figure 6. User settings).
Figure 6. User settings
User settings include:
Autostart with Windows – allows launching the CQTT application
automatically upon Windows start-up.
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Idle time threshold N minutes – allows specifying the idle time during which
a user does not work on the computer. Once the specified idle time is
exceeded, a dialog window appears, where the user can select whether to
include this time into working time, or not.
Working day parameter group – allows considering the working day
parameters established in the company when tracking the time spent on task
fulfilment.
o Consider duration of working day – allows specifying working day
parameters.
Start of working day – time of the working day beginning.
End of working day – time of the working day end.
o Consider duration of lunch break – allows specifying lunch break
parameters.
Start of break – beginning of lunch break.
End of break – end of lunch break.
o Routine. End of day, further work is impossible – allows specifying
the time after which the working time tracking is not performed.
Warning parameter group – allows specifying when a warning message
should appear.
o Exiting application – if this option is flagged, a confirmation dialog
will appear when exiting the application.
o Closing task – if this option is flagged, a confirmation dialog will
appear when closing the task.
o Changing profile – if this option is flagged, a confirmation dialog will
appear when changing the profile, i.e. when switching to another
ClearQuest user database.
Closure task parameter group – allows specifying the way of closing tasks.
o Closing automatically – after the task completion, it will be
automatically transited into the next state using the Complete action
configured in system settings.
o Closing manually – after the task completion, it will be automatically
transited into the next state using the Complete action configured in
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system settings, and the task window will open for confirming this
action or entering additional data (for example, comments about task
fulfilment).
5.4.2 System Settings
System settings include settings for the ClearQuest record type (see Figure 8. System
settings) and are listed in the Record type settings tab of the ClearQuest Time Tracker
Settings window. These settings allow working with the selected ClearQuest user databases.
Record type settings should be adjusted by the administrator and can be password protected (see
Figure 7. Password protection of system settings). The password will be requested upon clicking
the Record type settings. For details on setting the password, see the Administrator Guide.
Figure 7. Password protection of system settings
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Figure 8. System settings
System settings include:
Record type – allows selecting a ClearQuest record type that represents a
task.
Admin password – allows settings a password of the CQTT administrator.
Fields parameter group – allows specifying settings of record type fields and
include the following parameters:
o Headline – field containing the task record name.
o Description – field containing the task record description.
o Actual start – field containing the actual date of the task beginning. In
this field, the CQTT application will store the date when a performer
starts working on a task.
o Actual end – field containing the actual date of the task completion. In
this field, the CQTT application will store the date when a performer
finishes working on a task.
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o Work duration – field containing the workload of a task. In this field,
the CQTT application will store the data about time spent by a
performer on a task fulfilment.
Actions parameter group – contains parameters for configuring actions for the
ClearQuest record type:
o Open – action of opening a task that the CQTT application performs to
the record type when a user starts working on a task. If a task is
already in the relevant state that defines the task fulfilment, this action
will not be performed.
o Modify – action of modifying a task that allows the CQTT application
to change the task by entering new workload data.
o Complete – action of closing a task that the CQTT application
performs to the record type when a user finishes working on a task.
States parameter group – contains parameters defining states of the
ClearQuest record type:
o Assigned – state indicating that a task is assigned to an owner.
o Opened – state indicating that a task is being fulfilled by an owner.
Record types to create – allows selecting ClearQuest record types that can be
created from CQTT using the Submit command of the main menu.
5.5 Working with tasks
5.5.1 Taking a task for fulfilment
To take a task for fulfilment and start working with it, do the following:
1. In the application main window, click the task selection button .
2. In the Select task window, select the necessary query and execute it by double-
clicking the right mouse button (see Figure 9. Task selection window). From the
query results, select the necessary task.
3. During task selection, in the description field in the lower part of the window,
some description will appear.
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4. Double-clicking the task in the query results will bring up the ClearQuest task
window.
Figure 9. Task selection window
5. After you have selected the task, click OK.
6. In the main window, click the button that will start the time tracking process
for the selected task.
7. If the task is not in the Opened state, it will be automatically transited into the
next state by the Open action.
8. After the task start, the time tracking suspension button and the time
tracking stop button will become active in the main window. The CQTT
icon in the taskbar will change its color from red to green .
5.5.2 Suspending the time tracking
Time tracking can be suspended in the following situations:
1. Planned suspension is used when a performer is not going to work with a task
during a period of time (for example, he/ she needs to switch to another task, or
the working day ends, etc.) In this case, click the time tracking suspension button
. This will stop the time tracking process for the task, and the current
workload will be saved. Then the performer can select another task to do, if
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necessary. When the performer is ready to proceed with the suspended task, he/
she should select this task and click the time tracking start button .
2. Suspension due to the user idleness is performed automatically, if this function
is set up in the user settings. In this case, if the user has not performed any actions
on the computer (using of keyboard and mouse is monitored) during the specified
period, then when he/ she will proceed with his work on the computer, the dialog
window will appear (see Figure 10. Idle time registration window). In this dialog
window, the user will need to select whether to include the idle time into the
workload, or not.
Figure 10. Idle time registration window
5.5.3 Closing tasks
When a task is completed, the performer should open the main window and click the time
tracking stop button . The Complete action will be automatically performed, and actual
date and time spent on the task fulfilment will be saved. If in the user settings the manual task
closure is selected, the ClearQuest window will appear where the user can enter additional
information about the task (see Figure 11. ClearQuest record window).
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Figure 11. ClearQuest record window
5.6 Importing a License Key
Without a license key, the module works in demonstration mode (see Figure 12.
Demonstration mode). In the demonstration mode all functions are available, but the reminder
will sometimes appear notifying the user that he/ she works in the demonstration mode.
Figure 12. Demonstration mode
To import a license key, follow the steps below:
1. In the main menu, click About.
2. In the opened window, click Import license.
3. Select the location of the license key on the local disk.
4. After the license key is imported, restart CQTT to activate the key.