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HP ALM – Project Planning & Tracking Jean Suplick, Solution Architect presented by: HP ALM Project Planning and Tracking

Transcript of HP ALM Project Planning and Tracking - c.ymcdn.com ALM Project Planning and Tracking. ... Project...

HP ALM – Project Planning & Tracking Jean Suplick, Solution Architect p r e s e n t e d b y :

HP ALM Project Planning and Tracking

HP ALM – Project Planning & Tracking

Team Challenges QA manager needs…

Visibility into project progress and status

Adjust plans if not on track

Visibility into quality issues before they impact the schedule

Team needs… Visibility into key project milestones

HP ALM – Project Planning & Tracking

ALM Editions and Users

HP ALM

Project Manager

QA Manager

HP ALM – Project Planning & Tracking

Quality Management Process

HP ALM – Project Planning & Tracking

Terminology Scope Item Represents a feature or

theme in your AUT For Online Banking app,

examples might be: Profile management Mobility channels Advertising

Milestone A scheduled event

signifying completion of deliverables

In ALM 11 this is a date range where the end date signifies completion

Examples: Code freeze or Acceptance testing complete

KPI Key Performance

Indicator Defines exit criteria for

milestone Example: Number of

severe defects still open

Presenter
Presentation Notes
The introduction of Project Planning and Tracking also includes new entities. These include the Scope Item which should be thought of as a theme or feature of the release. For example in ALM 11, Project Planning and Tracking was a Scope Item for the release. The milestone entity is also new and represents a range of time when deliverables are measured, culminating in a due date marking the end of a milestone. The KPI entity represents Key Performance Indicators used to define the exit criteria for a milestone. Several KPIs are pre-defined, but custom KPIs can also be created.

HP ALM – Project Planning & Tracking

Tracking Progress

What is the exit criteria for the milestone?

HP ALM – Project Planning & Tracking

Scorecard

KPIs provide the exit criteria for the milestone

Colors alert you when a KPI value is not at the expected level for this point in time

Include the scorecard in dashboards and reports

Track KPIs based on project scope

Presenter
Presentation Notes
The scorecard shows the KPIs of the scope items defined for each milestone. The goal of the scorecard is to see all green. If they see yellow or red it is time to take action to make it Green again. The manager needs to determine why the KPI is not green and act on it. Do I need more resources, do we have to adjust scope?

HP ALM – Project Planning & Tracking

KPI Thresholds

At midpoint of Sprint 1, I expect to have 5 new tests authored At the end of Sprint 1, I expect to have 7 new tests authored

Presenter
Presentation Notes
The KPI thresholds define what is an ok, critical or warning value for indicator. By default the threshold includes a start and end value based on the date range of your milestone. These can be modified when the KPI is created or when it is assigned to the milestone.

HP ALM – Project Planning & Tracking

KPI Drilldown Analysis

Trend data for KPIs

Presenter
Presentation Notes
KPIs also provide a drilldown capability where trending is displayed as well as a pie and bar graph option.

HP ALM – Project Planning & Tracking

Project Planning & Tracking Demo Define a milestone Add scope Add KPIs Set KPI thresholds Review master plan Review scorecard

HP ALM – Project Planning & Tracking

Setting up PPT in HP ALM

BUSINESS ANALYST

TESTER

QA/PROJECT MANAGER

Define the scope items

Execute Testing Cycles

Define Evaluate

Evaluate KPIs

Adjust project dates

Assign KPIs

Link scope items to milestones

Execute

Represents new activity

Define the testing milestones Milestones,

KPIs, Scope

Plan

Presenter
Presentation Notes
Planning - Scorecard ,Milestone Exit Criteria,Define Scope Items Define -Define Scope Item content, Create UDF for defect filter, Link requirements, tests, test sets, defects,Define Milestones, Create custom KPIs (if needed), Assign KPIs (custom or OOB), Assign scope items to milestones Execute Cycles Evaluate

HP ALM – Project Planning & Tracking

Defining KPIs

Use one of many KPIs provided out of the box

Create your own KPIs in HP ALM’s customization pages

HP ALM – Project Planning & Tracking

Planning is Critical

Simple approach – More is not always better Avoid KPI bloat on scorecard Just because you can define it doesn’t mean you have

to Answer these questions: Which milestones do we want to use? What is the critical exit criteria for each milestone?

Can we release on time if this exit criteria is not met? Can I adjust resources or scope to meet the criteria?

Should I define thresholds for my KPIs? What historical data do I have to help define KPIs? Should I track KPIs separately for parallel development

activities (i.e. scope items)? Which milestones are applicable to each scope item

HP ALM – Project Planning & Tracking

Thank You!