How to set planned/actual development efforts?

You can define, track, and monitor the team's development efforts per Requirement / Features, User Story, Task, Correction, or any custom-defined activity. 

For SAP Impact Analysis projects you can automatically calculate the efforts of a Correction by the sum of all associated Issues. 

In this article -  

To set the planned development efforts - 

  1. Open up a Requirement / Workstream Feature / User Story / Task / Analysis / Correction
    Learn more about Development Methodology options
     
    • For Requirements / Features / Workstreams (Level 1), select the Development tab.
      In the General section, you can set the Planned Dev Efforts Manually, or, select to set it Automatically

       
    • For User Stories / Tasks / Corrections (Level 2 & 3), you can set the Planned Dev Efforts in the Work Plan section in the General tab

Good to Know!
To set Planned Efforts in bulk, use the mass editing option




Setting Planned and/or Remaining Efforts automatically

You can define to set planned and/or remaining development efforts automatically by calculating all sub-activities planned and reported efforts.
Users can then report efforts for Tasks (Level 3) and/or User Stories (Level 2), to be automatically summed to total efforts for the Feature (Level 1).

Setting level 1 & 2 activities to Ready to Test / Testing / Completed status will reset the remaining efforts value to 0


For SAP Impact Analysis projects, when activated, the sum of all work effort in the Issue level is automatically calculated and reflected in the Correction level, allowing for a better understanding of the scope and timeframe of your upgrade project. Also included in the calculation are automatic fixes, so you can instantly grasp manual effort savings.
Learn how to set the default working hours for SAP Corrections, Issues, and Unit Tests



 

To report actual development efforts

  1. Click on the Actions button and select Report Effort

    Or, click on the number of Actual Development Efforts
  2. Then click on Report Efforts
  3. Set the Actual Efforts (H), Work Date, and add a Comment (Optional)
  4. Click Save