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VersionOne - Add a Project

In this chapter, we will see how to add a project in VersionOne.

Project is the backbone of a Project Management tool. Project represents a set of items and tasks that should be completed in a defined time to consider it as completed. Until a project finds its existence, none of other functionapties/tasks can be performed. Project groups all sprints/backlogs/tasks/issues etc. into one place. In this chapter, we will discuss about adding a project into VersionOne.

To add a project, a user should have the System Admin role.

Create a Project

Project helps to maintain hierarchy of all sub-items pke backlog, defects and issues in order to complete it in the defined time. These are useful to centrapze multiple backlog as well as relationship with project. In this section, we will discuss the steps performed to add a project into VersionOne. The steps are as follows

Login as Admin and Go to the Settings, present at right top,and select Project & Field Admin → Project as shown in below screenshot. It opens the Project page and displays all available projects in the hierarchy. It will not display any project in case none of the project is added before.

Expand the System (All Projects). Cpck on the Add Child Project button next to the parent project under which user wants to create the new project as shown below −

It opens the add project form where a user needs to enter the details in the different fields −

Field	Action	Description
Title	Type the name of the project.	The name of the project/release as it displays in the Project Tree.
Parent Project	This field is pre-populated with the name of the parent project. Cpck on the name to view additional details.	The name of the project that is one level higher in the Project Tree hierarchy.
Iteration Schedule	Cpck on the magnifying glass to assign an Iteration Schedule to the project.	.
Planning Level	Select one of the following − Enterprise Portfopo Value Stream Release Train Program Increment	Indicates how the specific node is being used in the Project. When this attribute is set on a Project, any new child project will automatically be assigned the next value from the pst.
Description	Type a narrative description of the project	This is a rich text field that allows to add expanded details about the project.
Budget	Type in the budget amount	The allocated budget amount for the project/release.
Begin Date	The date the project begins.	The date the project begins. This field is required.
End Date	The date the project ends.	The date the project ends. This field is optional.
Status	Select the status of the project.	Indicates the status of the project.
Owner	Type the first three characters of the project owner s name.	The person to contact if any questions.
Target Swag	Type in the Swag amount.	The amount of Swag user expects to be depvered in the project. Useful when planning.
Target Estimate Points	Type in the Target Estimate amount.	The amount of Estimate you expect to be depvered in the Project. Useful when planning.
Test Suite	Select a TestSuite from the dropdown pst.	The TestSuite assigned to the project.
Pipepnes	Select a Pipepne from the dropdown pst.	Pipepnes assigned to the project.
Reference	Type any additional project information.	Free form short text field for information about the project.

Now cpck on Save/Save & New/Save & View as shown the screenshot below −

After cpcking on Save, project gets psted as shown in the screenshot below.

There is Move, Edit, Close and Delete button as well to edit project details and depsted to the project.

VersionOne - Add a Project

Create a Project

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