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My Dashboard (CMMI)

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You can monitor your tasks and quickly access work items that are assigned to you by using My Dashboard.

Note

You access dashboards through your team project portal. You can access My Dashboard only if that portal has been enabled and is provisioned to use either Windows SharePoint Services 3.0 or Microsoft Office SharePoint Server 2007. For more information, see Dashboards (CMMI) or Access a Team Project Portal and Process Guidance.

In this topic

  • Data That Appears in the Dashboard

  • Required Work Item Tracking Activities

  • Managing Your Work Using My Dashboard

  • Customizing My Dashboard

You can use this dashboard to answer the following questions:

  • What is the next set of tasks, bugs, or test cases that I should act on?

  • What is the status of the team's most recent builds?

Required Permissions

To view the dashboard, you must be assigned or belong to a group that has been assigned the Read permissions in SharePoint Products for the team project. To modify, copy, or customize a dashboard, you must be assigned or belong to a group that has been assigned the Members permissions in SharePoint Products for the team project. For more information, see Add Users to Team Projects.

To view a work item, you must be a member of the Readers group or your View work items in this node must be set to Allow. To create or modify a work item, you must be a member of the Contributors group or your Edit work items in this node permission must be set to Allow. For more information, see Managing Permissions.

Data That Appears in the Dashboard

You can use My Dashboard to review and access your work items. It displays the Web parts that the following illustration shows and the following table describes. You can open the list of tasks, bugs, and test cases in either Team Web Access or Team Explorer by using one of the following team queries: My Tasks, My Bugs, or My Test Cases. For more information, see Team Queries (Agile).

Web parts for My Dashboard

Web part

Data displayed

Related topic
Step 1

My Tasks: List of all tasks that are not closed and that are assigned to the team member who is logged on to the site. This list is derived from the My Tasks team query.

Task (CMMI)
Step 1

My Bugs: List of all bugs that are not closed and that are assigned to the team member who is logged on to the site. This list is derived from the My Bugs team query.

Bug (CMMI)
Step 2

My Test Cases: List of all test cases that are not closed and that are assigned to the team member who is logged on to the site. This list is derived from the My Test Cases team query.

Test Case (CMMI)
Step 7

List of upcoming events. This list is derived from a SharePoint Web part.

Import Events Web part

Not applicable
Step 8

Count of active, resolved, and closed work items. You can open the list of work items by clicking each number. This list is derived from a Team Web Access Web part.

Project work items

Work Items and Workflow (CMMI)
9

List of recent builds and their build status. You can view more details by clicking a specific build. This list is derived from a Team Web Access Web part.

Recent Builds Web part

Legend:

Build in Progress: Build in Progress

Build Not Started: Build Not Started

Build Succeeded: Build Succeeded

Build Failed: Build Failed

Build Stopped: Build Stopped

Build Partially Succeeded: Build Partially Succeeded

Manage and View Completed Builds
10

List of the most recent check-ins. You can view more details by clicking a specific check-in. This list is derived from a Team Web Access Web part.

Recent Checkins Web part

Using the Check In and Pending Changes Windows

Required Work Item Tracking Activities

For the reports that My Dashboard shows to be useful and accurate, the team must perform the following activities:

  • Define tasks, bugs, and test cases, and assign each work item to the team member who is currently working to resolve or close it.

  • Update the State of each work item that the team fixes, verifies, and closes.

Managing Your Work Using My Dashboard

You can use My Dashboard to open and update work items that are assigned to you, add work items, and share work items with other members of the team.

Note

Dashboard functions open work items and queries in Team Web Access. For more information, see Managing Work Using Team Web Access.

Dashboard Toolbar

Dashboard toolbar

You can accomplish the following actions by using the dashboard toolbar.

  • Create a work item. This function opens a blank work item form for the type of work item that you specified. For more information, see Work Items and Workflow (Agile).

  • Create an Excel report. This function opens the Excel report template. For more information, see Create a Report in Microsoft Excel for Visual Studio ALM.

  • Create a copy of the current dashboard, and customize it to support your needs.

  • Open a work item based on its ID number.

Visual Studio Application Lifecycle Management Web Part Query List Toolbar

Toolbar for Query Results Web Part

You can accomplish the actions in the following table by using the toolbar in the previous illustration.

Task

Related topic

Add a task, bug, test case, or other work item.

Work Items and Workflow (Agile)

Refresh the items in the list.

Add or remove columns, and change the sort order of the items that are listed under My Tasks, My Bugs, or My Test Cases.

Add, Remove, Reorder, and Sort Columns

Run the query behind a Web part list to open the list in a new browser window.

Copy work items to the Clipboard.

Send work items to another team member by using Office Outlook.

Share Work Items

Add a linked work item.

Create a Linked Work Item

Customizing My Dashboard

You can customize My Dashboard in the following ways:

  • Add columns, or sort columns in an existing work item list.

  • Change the query that is referenced by one of the existing work item lists.

  • Add a custom query Web part that displays the list of work items that the query finds. For example, you can add a query that lists all active requirements, issues, or other types of work items that are assigned to you.

  • Add existing reports from Office Excel such as Requirements Progress, Requirements Test Status, and Bugs By Assignment.

  • Create and add reports from Office Excel to show progress that is of specific interest to you.

  • Add other SharePoint site supported Web parts that integrate with Office Outlook or search functions of SharePoint Products.

For more information about how to work with and customize reports in Office Excel, see the following pages on the Microsoft Web site:

See Also

Concepts

Finding Bugs, Tasks, and Other Work Items

Artifacts (CMMI)

Other Resources

Excel Reports (CMMI)

Dashboards (CMMI)