Resource Management Panel

Kanban

Click on the drop-down arrow to display a list of options for using Kanban diagrams to effectively manage tasks and work assignments necessary to construct the model and its deployable artifacts.

• Find Kanban Diagrams - open the 'Find in Project' tab containing an executed search for finding Kanban diagrams in the model; double-click on an entry to open that Kanban diagram
• Open My Kanban - if a Kanban diagram has been set up with your work assignments and tasks, open that diagram
• Manage - (for user settings) provides these options:
       -  Set Current as Default - set the currently-open Kanban diagram as your user default
       -  Choose Default - display a browser through which you locate and select a Kanban
           diagram to be your user default (you can also select <none> to clear the setting)
       -  Clear - clear the setting of the user default Kanban so that there is no user Kanban defined
• Open Project Kanban - if a Kanban diagram has been set up with the work assignments and tasks for the overall project, open that diagram
• Manage - (for model settings) provides these options:
       -  Set Current as Default - set the currently-open Kanban diagram as the Model
           or Project Kanban diagram
       -  Choose Default - display a browser through which you locate and select a
           Kanban diagram to be your Model or Project Kanban diagram (you can also
           select <none> to clear the setting)
       -  Clear - clear the setting of the model default Kanban so that there is no model
           Kanban defined
• New Standard Kanban - create a new standard Kanban diagram to contain active work assignments and tasks, which you can customize as required
• New Backlog Kanban - create a new Kanban diagram to contain work assignments and tasks that have not yet been allocated to a resource

• New Iteration Kanban - create a new Kanban diagram to contain active work assignments and tasks associated with the current iteration or sprint
• New Complete Kanban - create a new Kanban diagram to contain work assignments and tasks that have been completed and are processing through to deployment and maintenance

• One Stage Workflow - create a single-stage Kanban workflow diagram from a Pattern
• Two Stage Workflow - create a two-stage Kanban workflow diagram from a Pattern, including a Backlog Kanban and an Iteration Kanban
• Three Stage Workflow - create a three-stage Kanban workflow diagram from a Pattern, including a Backlog Kanban, an Iteration Kanban and a Complete Kanban

Resources

Click on this icon to display the Resource Allocation window to assign resources to Task, Issue, Change and other project-level elements.

Gantt

Click on this icon to list options to display:

• Your personal Gantt view, showing the breakdown of work specifically assigned to you
• The Project Gantt View, to review the breakdown of work for the project and for specific sections of the project; the display defaults to the 'Resource View' tab, but you can also select the 'Element View' and 'Report View' tabs

Active

Click on this icon to display a short menu of options for searching for and charting tasks within the model.

• Active Tasks - open the Find in Project view and execute a pre-loaded search for Active tasks; click on an item to display the resource allocation details in the 'Assigned Resources' dialog
• Chart of Active Tasks - create a Chart within the selected open diagram showing the currently active tasks
• Tasks Ending Today - open the Find in Project view and execute a pre-loaded search for tasks scheduled to complete today
• Tasks Starting Today - open the Find in Project view and execute a pre-loaded search for tasks scheduled to begin today
• Overdue Tasks - open the Find in Project view and execute a pre-loaded search for tasks that are now overdue

• Chart of Overdue Tasks - create a Chart within the selected open diagram showing the currently overdue tasks

Completed

Click on this icon to display a short menu of options for searching for and charting completed tasks within the model.

• Recently Completed - open the Find in Project view and execute a pre-loaded search for recently-completed tasks; click on an item to display the resource allocation details in the 'Assigned Resources' dialog
• Chart of Completed Tasks - create a Chart within the currently-active diagram showing the recently-completed tasks
• Chart for Time Period - create a Chart within the currently-active diagram showing the tasks completed during a defined period

• All Completed - open the Find in Project view and execute a pre-loaded search for all tasks completed within the lifetime of the project

Summary

Click on this icon to display a menu of options for searching for and charting the deployment of resources over various periods of time.

• 30 Day Task Summary (Brief) - provide a brief summary of the tasks performed by resources over the previous month
• 30 Day Task Summary (Full) - provide a full summary of the tasks performed by resources over the previous month
• 30 Day Resources - search the project for tasks that have started in the last 30 days where the resource name matches (fully or partially) the text in the <Search Term>
• 30 Day Roles - search the project for tasks that have started in the last 30 days where the role name matches (fully or partially) the text in the <Search Term>
• 30 days grouped by resource (Chart) - create a chart within the currently-active diagram showing the tasks started during the last month, grouped by resource
• 30 Day Task Summary (Chart) - create a chart within the currently-active diagram showing the tasks started during the last month