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Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart Alexander Novichkov, CM-Consult. CM-Consult, 2010 www.rational-tools.info [email protected]

Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

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http://rational-tools.info We (http://www.rational-tools.info) constantly implement IBM Rational tools, i.e. we face both features of the tools and their limitations in practice. Here I will speak about probably the most important tool when it comes to support of change processes - IBM Rational ClearQuest. I will not tell you about the tool itself since there are special materials on this topic. I want only to point out that it controls all changes in a project, or rather all change requests (CR). In ClearQuest, change requests can be of the following types: • Enhancement request – New requirements from a client. • Defect – Documented defect. • Task – Planned task, task for defect correction or task for enhancement request implementation. ***

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Page 1: Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

Alexander Novichkov, CM-Consult.

CM-Consult, 2010

www.rational-tools.info

[email protected]

Page 2: Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

CM-Consult Company and

Rational Tools project www.rational-tools.info

https://twitter.com/rrationaltools __________________________________________

2

Alexander Novichkov – Consultant of software analysis and development methodologies. 14+ years in Software Development, 10 years in Software Configuration Management 9 years in IBM Rational Successful track at CM-Consult technical sales organization More than 30 publications about IBM Rational Process Execution and Improvement

• Development Process Management according to RUP, MSF, ISO 12207 Specialties Rich and successful experience in presales and sales and service engagements Pre-sales and post-sales activities on CM portfolio and Enterprise Modernization: Presentation and demo, Proof of concept, Sales engagements, Proposal answers, Marketing events, Training, Coaching, Sales enablement, Business Strategy, Business Development, Business Management, Technical Management, Competitive Analysis, Software Engineering

Specialties: Projects management • Concepts, practices and applications of PMI/PMBoK and CMMI • RUP, MSF Agile and others agile methods • Processes and methodologies • IBM Rational ClearCase, ClearQuest, RequisitePro, PurifyPlus, Robot, Subversion • Automation of processes • Integration between CM tools and development IDEs • IT managemen

Page 3: Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

CM-Consult Company and

Rational Tools project www.rational-tools.info

https://twitter.com/rrationaltools __________________________________________

3

We (http://www.rational-tools.info) constantly implement IBM Rational tools, i.e. we face both features of the tools and their limitations in practice.

Here I will speak about probably the most important tool when it comes to support of change processes - IBM Rational ClearQuest. I will not tell you about the tool itself since there are special materials on this topic. I want only to point out that it controls all changes in a project, or rather all change requests (CR).

In ClearQuest, change requests can be of the following types:

Enhancement request – New requirements from a client. Defect – Documented defect. Task – Planned task, task for defect correction or task for enhancement request implementation.

All ClearQuest users deal with different CRs – analysts work with change requests, testers – with defects. But, one way or another, all project participants work with tasks, since in practice tasks are planned requests that have planned start and finish dates and many other attributes connected with planning (completion rate, workload, etc.).

Commonly, on basis of any enhancement request (or any defect) one task or multiple tasks (plan) are created for solving the request, i.e. a hierarchical chain is built:

Request o Task

Subtask 1 Subtask …n

Every task has its owner, start and finish dates, planned and actual dates, etc. Also, upon completion of every task the request can be closed. Besides, tasks may have not only hierarchical relations (decomposition relations), but also relations of the Dependence type.

This is how any change tracking system including ClearQuest works in practice.

The advantage of the ClearQuest is that it stores data on both top-down and bottom-up relations between objects in a chain.

BUT! ClearQuest does not offer any tool for visualizing the change request hierarchy (regardless of the change request type – task, defect or any other). I.e. Clear Quest stores all requests with all relations in the database, but represents them as a flat list. Using the Query tool you can represent anything you want as a hierarchy, but to do it, you should build

Page 4: Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

CM-Consult Company and

Rational Tools project www.rational-tools.info

https://twitter.com/rrationaltools __________________________________________

4

special reports. However, the practice shows that our users do not like building reports much, the more so because the reports should be build with great care.

Several times we tried to eliminate this shortcoming and have developed the following tools:

Package for visualizing the hierarchy of enhancement requests (Module for visualizing the hierarchy of change requests in ClearQuest). This package successfully solves the task of visualization, but it has the essential shortcoming – it works only on the Windows platform. It is a disappointing shortcoming, indeed, but it is what it is.

Special module for integration with MS Project – ClearQuest and MS Project extended integration module (ProjectTracker) allows planning and tracking tasks from MS Project. The idea is rather simple – to track a project progress, a manager works with MS Project, as usual. It is the best decision for big projects or for reallocating resources between projects. By the way, it eliminates another shortcoming – without using MS Project, it would not be easy for a manager to rearrange tasks, especially when there are a couple hundred of them. But there is another BUT – a manager receives data with a certain delay since data needs to be synchronized. And again, this decision works only on Windows platform.

The idea to develop a tool for Eclipse rose long ago, but we have managed to implement it only this year. As a result the GanttChart 1.0 for ClearQuest module has been developed. It allows the project manager or any project participant to visualize the hierarchy of change requests directly from ClearQuest.

GanttChart 1.0 for ClearQuest will be of interest for those who use IBM Rational ClearQuest and who lack for project management fucntionality. The module does not substitute the existing project management tools. It just adds reports to IBM Rational (in the next versions of the module, the most of MS Project functions will probably be transferred from MS Project to ClearQuest). The module significantly simplifies management of complex hierarchical tasks and releases project managers from their routine allowing them to concentrate on the most important problems.

GanttChart 1.0 for ClearQuest is the next generation product designed for joint operation with IBM Rational ClearQuest Eclipse. All management functions are available right after the installation in the ClearQuest standard menu.

GanttChart 1.0 for ClearQuest is a flexible decision that allows configuring any change requests with different relations and with any nesting level, providing ability for fine tuning of additional fields.

The following are the main features of the GanttChart 1.0 for ClearQuest :

1. Multiplatform application. The module is integrated into the Eclipse client of IBM Rational ClearQuest and works on different platforms – Widows and Unix.

2. No need to use additional tools. All functions are available in one tool - IBM Rational ClearQuest client – except for budgeting, resource allocation and project portfolio management.

Page 5: Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

CM-Consult Company and

Rational Tools project www.rational-tools.info

https://twitter.com/rrationaltools __________________________________________

5

3. Single source of information and real-time synchrinization mode. The module allows displaying the actual state of project tasks on basis of last chnages in IBM Rational ClearQuest. This is performed without any additional synchronization or duplication of the IBM Rational ClearQuest data into some other project management system. All data is visualized in the real-time mode.

4. Access to all fucntions of IBM Rational ClearQuest. Since the module is integrated into the IBM Rational ClearQuest client, a user has the access to both the planning funtionality on basis of Gannt chart and to all functions of IBM Rational ClearQuest – making queries, building reports and charts, etc. – at the same time.

The beta version of this tool will soon be released. More info about GanttChart 1.0 for ClearQuest

http://www.rational-tools.info

Color coding allows highlighting tasks according to their statuses, for example, green – completed, yellow

– in progress, red – late, blue – as planned.

Page 6: Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

CM-Consult Company and

Rational Tools project www.rational-tools.info

https://twitter.com/rrationaltools __________________________________________

6

Visualization of task hierarchy and decomposition of tasks: grouping of works and tasks by requests or

defects.

Alexander Novichkov – Consultant of software analysis and development methodologies. 14+ years in Software Development, 10 years in Software Configuration Management 9 years in IBM Rational Successful track at CM-Consult technical sales organization More than 30 publications about IBM Rational Process Execution and Improvement

• Development Process Management according to RUP, MSF, ISO 12207 Specialties Rich and successful experience in presales and sales and service engagements Pre-sales and post-sales activities on CM portfolio and Enterprise Modernization: Presentation and demo, Proof of concept, Sales engagements, Proposal answers, Marketing events, Training, Coaching, Sales enablement,

Page 7: Visualization of the Change Request Hierarchy in IBM Rational Using the GanttChart

CM-Consult Company and

Rational Tools project www.rational-tools.info

https://twitter.com/rrationaltools __________________________________________

7

Business Strategy, Business Development, Business Management, Technical Management, Competitive Analysis, Software Engineering

Specialties: Projects management • Concepts, practices and applications of PMI/PMBoK and CMMI • RUP, MSF Agile and others agile methods • Processes and methodologies • IBM Rational ClearCase, ClearQuest, RequisitePro, PurifyPlus, Robot, Subversion • Automation of processes • Integration between CM tools and development IDEs • IT managemen