Displaying a Dashboard tab

1. Click the "+" button found on the right of existing tabs.
2. Select the type of tab to create: "Dashboard".
3. The "Dashboard" tab is displayed.

Configuring the data displayed by the Dashboard

• the list of requirements.
• the batch of incidents.
• the spool.

• Main vision: In this mode:
  • all the requirements found in the selected list of requirements are taken into account.
  • all the unfixed incidents found in the selected list of requirements are taken into account
  • the task progress corresponds to the progress of development tasks.
• Development vision: In this mode:
  • all the development requirements found in the selected list of requirements are taken into account.
  • all the unfixed incidents found in the selected list of requirements are taken into account
• Test vision: In this mode:
  • all the test requirements found in the selected list of requirements are taken into account.
  • all the incidents created in the selected list of requirements are taken into account
• Documentation vision: In this mode:
  • all the documentation requirements found in the selected list of requirements are taken into account.
  • all the unfixed incidents found in the selected list of requirements are taken into account
  • the task progress corresponds to the progress of documentation tasks.

Adding/Hiding widgets

1. Open the context menu of the dashboard (right-click on an area that is not a widget).
2. Select "Add a widget". The list of available widgets is displayed in the context menu.
3. Select the desired widget.

1. Switch the dashboard to "Edit" mode:
   • In the "Display" group of ribbon, click "Edit mode".
   • Right-click outside a widget to open the context menu of the dashboard and select "Edit mode".
2. The different widgets switch to edit mode.
3. Open the context menu of widget to delete/hide.
4. Select "Hide widget".
5. Once the widgets have been hidden, simply quit the edit mode:
   • In the "Display" group of ribbon, click "Edit mode".
   • Right-click outside a widget to open the context menu of the dashboard and select "Exit edit mode".

Moving and resizing widgets

1. Switch the dashboard to "Edit" mode:
   • In the "Display" group of ribbon, click "Edit mode".
   • Right-click outside a widget to open the context menu of the dashboard and select "Edit mode".
2. The different widgets switch to edit mode. You have the ability to select them, move them, resize them.
3. Once all the changes are made, simply exit the "Edit" mode:
   • In the "Display" group of ribbon, click "Edit mode".
   • Right-click outside a widget to open the context menu of the dashboard and select "Exit edit mode".

The available types of widgets

• Contributor widget. Displays the characteristics of the current contributor: name, photo, occupation, email.
  Clicking the photo opens the full form of the contributor.
  The drop-down menu of widget is used to change contributor.
  This widget is displayed by default and it cannot be hidden.
• Progress widget. Displays the percentage of progress of the development tasks for the current contributor.
  A click on the progress bar is used to display the associated list of requirements: a new Requirements tab is displayed.
  The drop-down menu of the widget allows you to select:
  • a list of requirements different from the global requirement list at dashboard.
  • New in version 28
    a sprint different from the overall sprint at dashboard .
  This widget is displayed by default and it cannot be hidden.
• Incidents widget. Displays the number of incidents corresponding to the specified list of requirements.
  A click on the number of incidents opens a new Incidents tab used to list the affected incidents.
  The drop-down menu of this widget allows:
  • to filter the incidents on the global incident batch at dashboard.
  • filter incidents on a specific batch of incidents.
  • New in version 28
    to filter incidents on the global sprint to dashboard .
  • New in version 28
    to filter the incidents on a specific sprint.
  • to remove the filter.
  The context menu of this widget (right mouse click) allows you to hide it.
• Distribution of Incidents widget. Displays the distribution of incidents per contributor. In "Test" vision, displays the distribution of created incidents per contributor.
  A click on the chart is used to display an Incidents tab for the selected contributor. This tab displays either the incidents assigned to the contributor, or the incidents created by the selected contributor.
  The drop-down menu of this widget allows:
  • to filter the incidents on the global incident batch at dashboard.
  • filter incidents on a specific batch of incidents.
  • New in version 28
    to filter incidents on the global sprint to dashboard .
  • New in version 28
    to filter the incidents on a specific sprint.
  • to remove the filter.
  The context menu of this widget (right mouse click) is used to configure the chart displayed in the widget.
• Requirements to Check widget. Displays the number of requirements associated with the contributor to develop, test or document (according to the selected vision mode). Displays the number of late or locked requirements, or requirements whose test must be re-run.
  Clicking on one of the links opens the list of related requirements in a Requirements tab.
  The drop-down menu of this widget allows:
  • filter the requirements on the list of global requirements at dashboard.
  • filter requirements on a specific requirement list.
  • New in version 28
    to filter the requirements according to the global sprint at dashboard.
  • New in version 28
    to filter the requirements according to a specific sprint.
  This widget is displayed by default and it cannot be hidden.
• Requirements widget: Displays the list of requirements associated with the contributor in TreeMap format. The completed requirements are displayed in green, the scheduled requirements in blue and the locked requirements in red. A click on a requirement displays the description of the requirement.
  The drop-down menu of this widget allows:
  • filter the requirements on the list of global requirements at dashboard.
  • filter requirements on a specific requirement list.
  • New in version 28
    to filter the requirements according to the global sprint at dashboard.
  • New in version 28
    to filter the requirements according to a specific sprint.
  This widget is displayed by default and it cannot be hidden.
• Pending Incidents widget: Displays the list of pending incidents associated with the contributor.
  The context menu of an incident is used to edit, fix, archive or re-assign the ticket. A search control allows you to perform a Contains search among the listed incidents.
  The drop-down menu of this widget allows:
  • to filter the incidents on the global incident batch at dashboard.
  • filter incidents on a specific batch of incidents.
  • New in version 28
    to filter incidents on the global sprint to dashboard .
  • New in version 28
    to filter the incidents on a specific sprint.
  This widget is displayed by default and it cannot be hidden.
• Request widget: Displays the number of requests to process.
  A click on the number of requests is used to display the spool requests in a Requests tab.
  The drop-down menu of this widget allows you to use the global filter or to select a specific spool.
  The context menu of this widget (right mouse click) allows you to hide it.
• Current Task widget: Displays the current task of contributor (as well as its duration since its last activation).
  A click on this widget opens a context menu used to see the task details or to modify the current task.
  The context menu of this widget (right mouse click) allows you to hide it.
• End Date of Requirements widget. Used to display the end date of the selected list of requirements.
  A click on the widget is used to open the list of requirements in a Requirements tab.
  The drop-down menu of this widget allows:
  • to use the global filter or to select a specific requirement list.
  • New in version 28
    to use the global sprint or to select a specific sprint.
  • The context menu of this widget (right mouse click) allows you to hide it.
• Task List widget. Used to display the task list for the selected list of requirements. The tasks are 'pending', 'in progress' and 'locked' tasks.
  A click performed on a task is used to open the selected task in a new window. The task drop-down menu (right click) allows you to start, modify or end a task.
  The drop-down menu of this widget allows:
  • filter tasks on the global requirement list at dashboard.
  • filter tasks on a specific list of requirements.
  • New in version 28
    to filter the tasks on the global sprint at dashboard.
  • New in version 28
    to filter the tasks on a specific sprint.
  • to remove the filter.