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Managing Changes

If you are responsible for a team of people who are working on the specification, you can manage their work and monitor the changes that they are making via the Specification Manager, keeping the focus on the specification work rather than having to establish the focus in each management tool separately. You use the Specification Manager to:

  • Show if each element in the Package has a resource or maintenance item (the presence or absence of a column indicator on the relevant column, or in the 'All Indicators' column)
  • Where the element does have a resource or maintenance column indicator, open the appropriate window by double-clicking on that icon
  • Where the element does not have a column indicator, or for other monitoring tools, maintain the focus on the element for the window you open via the appropriate ribbon

Access

Ribbon

Design > Package > Specification

Management and Monitoring facilities

Facility

Description

See also

Manage Package Baselines

Click on the 'Design > Package > Edit > Manage Baselines > Manage Baselines' ribbon option to open the 'Package Baselines' dialog, which you can use to capture the state of development of the Specification Package, as a Baseline. At a later point, you can compare the current state of the Package with this captured Baseline (or another one) and establish the changes that have been made since that Baseline was made.

You can also roll back any of the changes that you do not want to keep.

Package Baselines Manage Baselines

View Audit Trail

Click on the 'Configure > Model > Auditing' ribbon option to display the Audit View and the 'Audit History' tab of the System Output window.

You can use the Audit View initially to turn on and configure Auditing, and then to perform audit checks on changes to the elements and connectors in the Specification Package (which might include changes to objects other than those of the Specification element type). The results of the audit check are displayed both in the Audit View and in the System Output window.

Auditing The Audit View The System Output Window

Resources

Click on the 'Construct > Task Management > Resources' ribbon option to display the Resource Allocation window. You can use this window to define and allocate work for the people (resources) working on the Specification Package, either at Package level or at element level (select an element on the Specification Manager before defining the work).

You can also select the Risk window, Effort window and Metrics window to define other aspects of work on an element (the 'Construct > Change Management > Effort', 'Risks' and 'Metrics' ribbon options). You create and update the actual records through the Construct window.

Once you have allocated a resource or defined a risk, an icon displays on the element row in the corresponding column of the Specification Manager, and in the 'All Indicators' column. You can double-click on the icon to redisplay the appropriate Project Management window and review the record, and to add more records if necessary.

The Construct Facility Resource Allocation Risk Management Effort Management Metrics Indicator Columns

Maintenance

Click on the 'Construct > Change Management' ribbon panel and select the appropriate option for any of these Maintenance items:

  • Defects
  • Changes
  • Issues
  • Tasks
  • Decisions
  • Events

The corresponding version of the Maintenance window displays, through which you can create a record to define the maintenance item for the Specification Package or a selected element within it (the record is actually created and edited on the Construct window).

When you create one of these records, an icon displays on the element row in the 'Maintenance' and 'All Indicators' columns of the Specification Manager.

Maintenance Indicator Columns

Testing

Click on the 'Construct > Testing > Tests' ribbon option and select the appropriate option for any of these test types:

  • All
  • Inspection
  • Unit
  • Integration
  • System
  • Acceptance
  • Scenario

The corresponding version of the Testing window displays, through which you can create a record to define a Test for the Specification Package or a selected element within it (the record is actually created and edited on the Construct window).

When you create one of these records, an icon displays on the element row in the 'Test' and 'All Indicators' columns of the Specification Manager. You can double-click on the icon to redisplay the Testing window and review the record, and to add more records if necessary.

Testing Indicator Columns

View Package as Gantt or List

Click on the 'Design > Package > Gantt' or 'List' ribbon options to display the Package contents in Gantt or List format, on a separate tab. The Gantt view lists all the elements in the Package, showing their assigned resources and the progress of work on their separate tasks, both in text on the left hand side and as a graphical timeline on a calendar on the right. In List format, the elements are simply listed in a more condensed form of the Specifiction Manager, with no Notes text , Maintenance items or Tests.

You can review the element properties or resource details by double-clicking on the item.

Element View

Notes

  • If a record or entry does not display on the Specification Manager when you save the record, press F5 to refresh the display
  • Package Baselines and Auditing are available in the Corporate and extended editions of Enterprise Architect
  • In the Corporate and extended editions of Enterprise Architect, a User Security system can be applied that restricts or enables access to a range of operations and functions; if you cannot access a function in the Specification Manager, check with your System Administrator or Security Administrator to see if you have access permissions to work with that function

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