The Iteration Planner interface makes it easy to use Manuscript to plan your projects using Agile workflows. This page handles managing your project/product backlog and adds tools for planning your iterations quickly and effectively. The idea is that you’ll be able to better organize your scope of work into cases that are collected in milestones that can map to sprints or other phases in the project life cycle.
If you are using Manuscript On Site or Manuscript On Demand with the Agile Module, you can start using Iteration Planner in one click! Hover over the word Planner in the sidebar and click on the planner you want to work with. New accounts—or those who’ve never used the Planner before—will see the default “Sample Planner”, containing the first project and global Undecided milestone.
To set up a new planner, choose “Create Planner” from the Planner drop-down menu (please note: only Manuscript administrators can create new planners). In the window that appears, give it a name, and add whichever projects you’d like to include. (if you need to change the name and projects later, click on “Edit Planner Settings” on the far right). Each planner can include one or more projects. To organize cases across sprints, both project-specific and global milestones can be added. For global milestones, only cases from projects that are included in the planner will be shown.
It’s important to note that to avoid confusion with relative ordering of cases, Manuscript will only show a given case on one planner. This means that it only allows you to put a per-project milestone on one planner. If a milestone is global, it can be added to several planners, as long as those planners do not have any projects in common. If you try to add a milestone to a planner and see it grayed out in the dropdown, a message next to the name will tell you where it is already in use (hover over it with your mouse if the text is too wide to see).
If you need to show the same cases in more than one planner, you can do so with a read-only filter column. Save a filter and you can add it to multiple planners, letting you reference cases for context or drag them out into milestones to update your plan.
Now that we have this overview of projects, planners and milestones, continue below to add content to your Iteration Planner:
Create a backlog milestone
Create a milestone called “Backlog”. This milestone is going to be your new placeholder for work you might do or have to do, but not work you plan on doing in the current sprint or iteration. We recommend setting it as a Backlog Milestone. Internally, all milestones track the integer ordering of cases. Setting the “backlog” flag shows the values in the planner for easier reordering.
Create and populate a sprint
A sprint is also referred to as a milestone in Manuscript. Follow these directions to create and populate your next sprint. This will help your team know what’s on deck, so they can start working on your next big feature.
Order the backlog
Click and drag a case within a column (the sprint) and move it up or down to indicate the order of the case relative to other cases. If your milestone is a Backlog Milestone, you can skip the dragging and just click the indicated order to enter whatever value you’d prefer.
In each milestone column you will see the following information that may influence your ordering:
- Case Number
- Case Title
- A progress bar visualizing the hours logged against the case, or “Needs Estimate” if the case lacks an estimate of time. Hover the mouse over the bar to see the time estimated and logged. If a case is closed, “Closed” is shown in place of times.
- Priority of the case indicated by number and color. Lower the number, the higher the priority. The darker the color, the higher the priority.
- “# Cases” – This tab summarizes the number of cases in this milestone or sprint. Click into it to see the number of cases with estimates per priority.
- “# Hours” – This tab summarizes the number of estimated hours in this milestone or sprint. Click into it to see the total hours estimated by person.
- “# cases w/o estimate” – At each time, this is the number of cases for this milestone or sprint that do not have any estimated hours.
As with the case list, the Iteration Planner shows the sum of hours (estimated and logged) for any case which has sub-cases under it. Backlog milestones with no ordering will also show the current position in the milestone for each case.
This is optional but recommended. Next to the project, you can choose between showing estimates in hours or estimates in story points depending on your workflow. Estimates can be entered directly in the Iteration Planner or through the full case edit view. When using hours, a progress bar will update as time is logged against the case. Good estimates are an important piece to determine whether your sprint has the right amount of work planned.
If a story point value is entered and there is no time estimate, an estimate is not created.
The Iteration Planner provides a shared view of your data. Your teammates can access this view by selecting the same item under the Planner menu.
Backlog Order in the Filter View
The Iteration Planner is a great place to populate your milestones and determine task ordering. For day-to-day operations, the filter view gives you more context about all the work available in Manuscript. These two views can be bridged with the backlog order column.