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  2. General discussion

Linking macro and microplanning

Added by Fabio Tirapelle 7 months ago

Hi,

I would like to use Openproject with the following requirements:
a) Macro-planning: Gantt-Charts is used mainly by the project manager (PM) who, in addition to the other aspects, manages directly the planning of the macro-activities (in the agile world we could call this macro-activities as epics)
b) Micro-planning: decompose these macro-activities into more granular micro-activities (user-stories and tasks) that will be implemented by the team. The relations between macro-activity and micro-activities is 1-n
c) Managing micro-planning in sprints with boards and kanban.
d) be able to link micro-planning activities with macro-planning activities, i.e., we must know which micro-activities are part of which macro-activities. 
e) The PM must see in the Gantt-Charts only the macro-activities

Can I configure OpenProject to fullfil these requirements?

Thanks


Replies (2)

RE: Linking macro and microplanning - Added by Matt User 7 months ago

Hi Fabio!

In short: I believe you can. As for your requirements:

a) & e): Any Gantt view in OP can have a filter defined. Based on work package attributes (including the type of work package), one can limit the work packages displayed based on that filter.

b) & d): Any work item in OP is a "work package". You can use these to model most any structure you're looking for. As you can define any type of work package (i.e., give it a lable and customize its properties/fields), you are very flexible. They can be linked in a hierarchy (effectively creating sub-tasks, but these can have any type; i.e., you can have a user story with both (sub-)tasks, bugs and requirements on the lower levels). There are also a set of pre-defined relationships to create links between tasks. One of these types will show as a dependency in Gantt charts.

c) You can define sprints by using the versions concept of OP. With the boards it gets a bit tricky. The Community Edition has a basic boards feature, which I personally find hardly usable as you have to add each card (work pakcage) manually. There is a much more elaborate boards feature in the Enterprise Edition, but this will cost you nearly the same as a product like Jira (depending on what plan you choose).

HTH!

Matt

RE: Linking macro and microplanning - Added by Fabio Tirapelle 7 months ago

Thanks Matt!

you have given me very useful information

e)  can I configure OP so that only one Gantt view is available for a certain project, which filters and displays only certain types of work packages for all users (and no user can change this filter defined in the configuration of this project)

Thanks

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