User/Product Management

This section outlines how you can log into SpiraPlan®, view your personalized home-page that lists the key tasks that you need to focus on, and drill-down into each of your assigned products in a single dashboard view. In addition to your personal homepage, each of your products has its own dashboard that depicts the overall product health and status in a single comprehensive view.

Login Screen

Upon entering the SpiraPlan® URL provided by your system administrator into your browser, you will see the following login screen:

You need to enter your given user-name and password into the system in the appropriate boxes then click the Log In button to gain access to the application. Normally you only remain logged in to the application whilst in active use, and you will be asked to log-in again after either closing the browser or 20 minutes of inactivity. To prevent this, and to stay logged-in to SpiraPlan® regardless of browser window closing or inactivity, select the "Keep me logged in" check-box before clicking the Log In button. Note that this setting is specific to each individual computer you are logging-in from, and that it will be reset when you explicitly log-out with the log-out link.

If for any reason you are unable to login with the provided username/password combination, and error message will be displayed. If you cannot remember the correct log-in information, click on the "Forgot your password" link and your password will be emailed to the email address currently on file. The reset password screen is illustrated below:

If you don't have a SpiraPlan® account setup, clicking on the "Register for an account?" link will take you to a form that you need to fill-in, which will be forwarded to the system administrator, who will need to approve your account before it is active in the system. This screen is illustrated below:

In addition, the system will prevent you logging on to the system with the same username at the same time on multiple computers. This is to avoid the system getting confused by a user trying to make contradictory actions at the same time. If for any reason you do try and log in to the system when you already have an active session in progress, you will see the following screen:

You have two choices: you can either click the "Log Out" link and try logging in as a different user, or if you want to log-off any other active sessions (e.g. you closed the browser and the session is still listed as active), simply click the "Sign Off The Other Locations" link, and you will be logged in to the application.

Since SpiraPlan® is licensed to organizations for a specific number of concurrent users -- unless they have purchased an unlimited Enterprise license -- only a fixed number of users may be active at the same time. So, for example if an organization has a five (5) concurrent user license and a sixth user tries to log-in, they will be presented with the following screen:

This means that one of the other users who is already logged-in, needs to click the "Log Out" button so that one of the concurrent licenses is freed for your use. If the user has logged out by closing the browser, the system may not have detected the logout. In this case, the other user needs to log back in, and then click the "Log Out" link.

My Page

Once you have successfully logged in, you will initially be taken to your personalized home page called "My Page". Please note, that the very first time you log in you will be asked if you want to take a quick orientation tour of the application (which will look similar to the screenshot below).

Note that once you have successfully logged-in and chosen a product, SpiraPlan® remembers this selection, and on subsequent log-ins will automatically select that product, and highlight it for you in the "My Products" list.

Your homepage contains all the information relevant to you---consolidated onto a single page for you to take immediate action. By default the page lists the information for all products that you are a member of. However, you can choose to filter by the current product, to get a more focused list.

Next to some of the widgets is an RSS icon (

), this allows you to subscribe to the information as a Really Simple Syndication (RSS) newsfeed. This can be useful if you want to be notified about recently assigned items without having to setup email notifications or being logged into SpiraPlan continuously. If you don't see an RSS icon next to the widgets on your My Page it means that you have not enabled RSS newsfeeds in your profile. For more details on configuring your RSS preferences, please refer to My Profile.

Initially the page is loaded in 'view mode' which means that the various 'widgets' on the page are displayed with minimum visual clutter (no toolbars or control icons) that makes it easy to scan the items on the page and see what work has been assigned. To switch the page to 'edit mode', click on the button with the cog icon () on the right:

In this mode, each of the 'widgets' displayed on the page can be minimized by clicking on the arrow icon () in the top-left of the window, or closed by clicking-on the cross icon () in the top-right of the window. This allows you to customize your page to reflect the types of information that are relevant. If you have closed a widget that you subsequently decide you want to reopen, you can add them back to the page display by clicking the "Add Items" button at the top of the page. In addition, the various widgets have a "settings" icon () that allows you to customize how that widget appears. The settings are specific to each widget and in general allow you to specify how many rows of data are displayed and what columns are displayed.

You can move and reposition the various widgets on the dashboard by clicking the mouse on the title bar of the widget you want to move and dragging it to the desired location. This change will be remembered when you next login to the system. Once you have the dashboard configured the way you like it, you can click "Return to Normal View" to switch back to 'view mode'.

When you load your 'My Page' for the first time it will consists of the following main elements:

However these are not the only widgets available. If you click on the "Add/Remove" items hyperlink it will display the list of any additional widgets that are available:

You can add the additional widgets by selecting the appropriate checkbox, choosing the destination location (left side vs. right side) and then click the [Add] button. The additional widgets available in the My Page are:

My Products

This section lists all the products you have been given access to, together with the name, description, program and date of creation. To view the description of the product, simply position the mouse pointer over the link, and a tooltip window will popup containing the description.

When you initially view the page, all of the products will be shown as links. When you click on a product to view, you will be taken to that product's home-page, and that product will be set as the current product. That product will now appear highlighted in your home-page (see above screen-shot). To change the currently selected product, simply click on the link of another product name. You can always change your current product by clicking on the drop-down-list of products displayed on the global navigation bar to the right of the "Search" box.

If you are a program member, the name of the program will also be displayed as a hyperlink. In which case, clicking on the program hyperlink will take you to the Program dashboard.

My Saved Searches

This section lists any filters/searches you have saved from the various artifact list screens throughout the application. This allows you to store specific combinations of searches that you need to perform on a regular basis (e.g. display all newly logged incidents, display all requirements that are completed but have no test coverage).

The name of the saved search is displayed along with an icon that depicts which artifact it's for and the product it refers to. Clicking on the name of the saved search will take you to the appropriate screen in the product and set the search parameters accordingly. Clicking the "Delete" button next to the saved search will delete it. Clicking on the RSS icon will allow you to subscribe to the specific search so that it will be displayed in your RSS newsreader. This allows you to setup customized lists of information that can be displayed outside of SpiraPlan.

My Assigned Requirements

This section lists all the requirements you have been made owner of, across all the different products you are a member of. This typically means that the product manager has assigned you to be responsible for either developing the supporting test cases or decomposing the requirement into its detailed work breakdown structure of product tasks. The requirement name is displayed, along with its status (requested, accepted, in-progress, etc.) and its importance.

My Assigned Test Cases

This section lists all the test cases you have been made owner of, across all the different products you are a member of. This typically means that the product manager has assigned you to be responsible for executing the assigned test scripts. To aid in this process, the script name is displayed, along with its last execution status (failed, passed or not-run) and date of last execution. This enables you to see how recently the tests have been run, and whether they need to be re-run.

If you click on the test-name hyperlink, you will be taken to the details page for this test-case and the product that the test-case belongs to will be made your current product. If you click on the play button to its right you will launch the test-case in the test-case execution module so that you can easily retest failed cases.

My Assigned Test Sets

This section lists all the test sets (groups of test cases) you have been made owner of, across all the different products you are a member of. This typically means that the product manager has assigned you to be responsible for executing the test cases contained within the test set against a specified release of the system under test. To aid in this process, the test set name is displayed, along with its status, the product it belongs to, the number of remaining test cases to be executed, and the date by which all the tests need to have been run.

If you click on the test-set name hyperlink, you will be taken to the details page for this test-set and the product that the test-set belongs to will be made your current product. If you click on the play button to its right you will launch the test-cases contained within the test-set in the test-case execution module so that you can easily carry out your assigned testing task.

My Pending Test Runs

This section lists any test runs that you started executing in the test case module but haven't yet completed. Until a test case or test set is fully executed, a pending test run entry is stored in the system so that you can continue execution at a later date.

Any pending test run can be either deleted or resumed by clicking on the appropriate button. In addition, there is the option to reassign the test run to another user that is a member of the product.

My Assigned Tasks

This section lists all the product tasks that you have been made the owner of across all the different products you are a member of. This typically means that the manager of the product in question has assigned development tasks to you that need to be completed so that a release can be completed and/or a requirement can be fulfilled. The tasks are listed in ascending date order so that the items with the oldest due-dates are displayed first. In addition, each task is displayed with a progress indicator that graphically illustrates its completion against schedule. See Task Tracking -- task management for details of the different progress indicators.

Clicking on the task name hyperlink will take you to the task details page. This page will describe the task in more detail, illustrate which requirement and release it is associated with, and also allow you to view the change log of actions that have been performed on it.

My Assigned Incidents

This section lists all the open incidents you are the owner of, across all the different products you are a member of. This typically means that the product manager has assigned you to be responsible for resolving the incident. In the case of a bug, this can mean actually fixing the problem, whereas for other incident types (e.g. training item) it may mean simply documenting a workaround. In either event, this section highlights the open incidents you need to manage, ranked by importance/priority and categorized by type, with the open date displayed to give you a sense of the age of the incident.

Clicking on the incident name hyperlink takes you to the incident details page) that describes the incident in more detail, and allows you to add new information or change its status to indicate actions taken. In addition, if you position the mouse pointer over the name of the incident, a more detailed description is displayed as a "tooltip".

My Detected Incidents

This section lists all the open incidents that you have detected, across all the different products you are a member of. These incidents are not necessarily ones that you need to take an active role in resolving, but since you were the originator -- either by executing a test case or just logging a standalone incident -- you can watch them to make sure that they are resolved in a timely manner.

Clicking on the incident name hyperlink takes you to the incident details page) that describes the incident in more detail, and allows you to add new information or change its status to indicate actions taken. In addition, if you position the mouse pointer over the name of the incident, a more detailed description is displayed as a "tooltip".

Quick Launch

This widget allows users to quickly record a new incident in any of the products that they belong to. It's a shortcut that avoids having to first select a product, go to Tracking > Incidents and then click "New Incident". Instead you simply choose the product from the dropdown list and click the arrow icon to bring up the new incident creation screen.

My Contacts

This widget displays a list of any other users in the system that you have listed as a personal contact:

Each user is displayed along with their graphical avatar, department and a colored indicator that lets you know if they are online or not. If they are online you can then send them an instant message (which will be described later in Global Navigation. To remove an existing contact, just click on the 'Remove' button. To add a new user, simply locate them in the Tracking > Resources page and then use the <Add As Contact> button.

My Saved Reports

This section lists any reports you have saved from the reports center. This allows you to store specific combinations of report elements, format, filters and sorts (see the section on Reporting for more details on how to configure a report) for reports that you need to run on a regular basis:

My Subscribed Artifacts

This widget displays a list of all the artifacts in the system that you have subscribed to (by clicking on the Subscribe icon on the item). You can display the item by simply clicking on the hyperlink. In addition, if changes are made to any of the artifacts an email notification will be sent to you. You can click on the "Unsubscribe" button to remove the item from this list.

My News Feeds

This widget allows you to subscribe to an external newsfeed and have the results be displayed inside SpiraPlan. By default it will be set to the newsfeed from the Inflectra website that displays a list of recent company and product announcements. You can add multiple instances of the widget to the dashboard, allowing you to read multiple news sources at once. Typical uses for this widget are to add news from product management and testing news sites/blogs or to add information from other tools in your organization that can display their data in RSS format.

My Assigned Risks (SpiraPlan only)

This section lists all the risks you are the owner of across all the different products you are a member of. Clicking on the risk name hyperlink will take you to the risk details page. This page will describe the risk in more detail.

My Assigned Documents

This section lists all the documents you are the owner of across all the different products you are a member of. Clicking on the risk name hyperlink will take you to the documents details page. This page will describe the documents in more detail.

Regardless of the page you are on, SpiraPlan® will always display the global navigation bar, consisting of a number of different sections, depending on the user and where they are in the system.

Under some of the icons and headings are secondary menu options that display when you click on the section in question. The sections and menus available in the global navigation are show below:

SpiraPlan includes a global search that can be used to search across product and artifact type for items that include the entered keywords in either the name or description field:

You can search for individual keywords by simply entering them in the search box and clicking the arrow button on the right. You can search for phrases by enclosing the words in double quotes. You can also search for a specific artifact by its unique two-letter prefix and ID number.

For example, searching on book name will find any artifacts that include either of the two words book and name in the name or description. Searching on "book name" will only return items that have that exact phrase in either the name or description. Searching on TC2 will display just the Test Case with ID=2:

When you get a list of search results, you can choose to order by relevance (the default) or by most recent. Searching by relevance finds the artifacts that have the greatest match with the keywords:

The search by date is useful when you want to find recent items that match the search keywords:

In addition, you can filter the results by artifact type and/or product to narrow down the search:

For example, if you filter by requirement, the list of results will be narrowed accordingy:

Log Out

Clicking on the "Log Out" link will immediately log you out of your current session and return you to the login page. If you had set the "Keep Me Logged In" option during your previous login, that setting will be reset; so if you want to avoid having to keep logging-in, you'll need to re-check that box during your next log-in.

Documentation

Clicking on this link on any page will bring up the online version of this manual shown below:

Clicking on any of the triangles expand links in the left hand table of contents will open up the detailed list of topics for each of the main areas of the system. In each area, clicking on one of the individual links will open the appropriate section in the help manual. By default, the reading-pane will open to the help item that is most closely related to the screen you happened to be on when you clicked the "Help" link.

You can search the index by using the "Index" tab.

If you want to share a specific help page with a colleague in your organization, send them the url from the address bar.

Choosing a Workspace

Workspaces in SpiraPlan set out the scope for the data you want to view and interact with. The most common workspace type is a product:

Choosing, for example, a Product or Program from the list of your assigned workspaces in the drop-down-menu allows you to quickly and easily jump between workspace regardless of the page you happen to be on. When you choose a new workspace, you will be taken to the same page in the selected workspace (assuming that you have permissions to view that page). Any workspace with a little cog at the end is a workspace that you are an owner/admin of.

You can use CTRL+click to open the new product in a separate browser tab:

Show Onboarding Tours

When you first login to SpiraTeam, the system will show you a welcome page, together with a tour that walks you through the key features of the application. If you would like to see that again, you need to click on the "Show Onboarding Tours" option, under the user profile menu. SpiraPlan will then display the onboarding tour main dialog again:

You can click 'No Thanks to dismiss it, or 'Yes Please' to start the tour.

Instant Messenger

The Spira instant messenger is available in both SpiraPlan® and SpiraPlan® and allows you to send short messages instantaneously to other users in the system. You can see the status of other users by looking for the small green circle next to the list of users in the 'My Contacts' widget as well as the various user fields in the system:

When a user is online and available to communicate with, the small circle will be filled-in green. If you click on the green circle, it will open up the instant messenger window for that user:

You can then enter in a message to the other user, which will then cause a conversation window to open inside their web browser with your message displayed. The other user can then enter in their responses, allowing the two users to have a real-time conversation:

To make it easier to see what's new, all unread messages are displayed in a message box with a darker shade. In addition, the user's avatar image is displayed at the start of each message group.

If the message window appears on a SpiraPlan® window that contains a specific artifact (e.g. a requirement, test case, task, etc.) there will be the option to 'Post as Comments'. If you click this option, any messages selected with a checkbox will be automatically posted to the current artifact as comments. This is useful if you have a conversation related to a specific item and you want to have the outcome permanently recorded as part of the audit trail. Otherwise, instant messages will be automatically purged from the system after 90 days.

Product Home

When you click on either the "Product Home" tab or the name of the product in the "My Page" product list, you will be taken to the homepage of the specific product in question:

This page summarizes all of the information regarding the product into a comprehensive, easily digestible form that provides a "one-stop-shop" for people interested in understanding the overall status of the product at a glance. It contains summary-level information for all types of artifact (requirements, test cases, incidents, etc.) that you can use to drill-down into the appropriate section of the application.

You will see a small "i" in a circle at the top right of every chart. Hovering or clicking on this will show you information about that chart.

In addition to viewing the product home page, you can choose to filter by a specific release, to get the homepage for just that release (and any child sprints).

Just like the 'My Page', the Product Home dashboard is initially loaded in 'view mode' with pre-configured set of widgets. The Product Home also offers 3 versions you can quickly switch between. While each of these can be customized as you want, by default they are designed to help different types of product member -- be they managers, testers, or developers.

To download an image of the entire dashboard click the 'picture' button beneath the currently selected view.

To switch the page to 'edit mode', you should click on the button with the cog icon () below the currently selected Product Home view.

Once in 'edit mode', each of the 'widgets' displayed on the product homepage can be minimized by clicking on the arrow icon () in the top-left of the window, or closed by clicking-on the cross icon () in the top-right of the window. In addition, the widgets allow you change their settings by clicking on the settings icon ().This allows you to customize your view of the product to reflect the types of information that are relevant to you. If you have closed a widget that you subsequently decide you want to reopen, you can rectify by clicking the "Add Items" button at the top of the page, and locating the closed item from the list of 'Closed Widgets'.

When you load your 'Product Home' for the first time it will default to the "General" view. The following table shows which widgets are displayed on the different views of the 'Product Home':

Widget Name General Development Testing
Product Overview Y Y Y
Activity Stream Y Y Y
Shared Searches Y
Requirements Summary Y Y Y
Requirements Coverage Y Y
Release Task Progress Y Y
Requirements Graphs Y Y
Late Finishing Tasks Y Y
Task Graphs Y Y
Top Open Issues Y Y
Risk Summary Y
Top Open Risks Y
Test Execution Status Y Y
Release Test Summary Y Y
Incident Summary Y Y Y
Incident Open Count Y Y Y
Requirement Incident Count Y Y Y
Requirements Regression Coverage Y
Test Set Status Y
Incident Aging Y
Incident Test Coverage
Tag Cloud
Recent Builds Y
Late Starting Tasks Y
All Pending Test Runs Y
Source Code Commits Y
Test Run Progress Y
Test Case Progress By Day Y

Please note that different widgets are shown by default for the "Developer" and for the "Tester" views.

If you click on the "+ Add" items button it will display the list of any additional widgets that are available for that view. Below is what this looks like for the 'General' view:

You can add the additional widgets by selecting the appropriate checkbox, choosing the destination location (left side vs. right side) and then click the "Add" button.

Each of the different widgets listed is described in more detail below:

Product Overview

This section displays the name of the product, together with a brief description, the web-site that points to any additional information about the product, and the names of the owners of the product.

Shared Searches

This section lists any filters/searches have been saved from the various artifact list screens throughout the application and marked as shared filters. This allows users to store specific combinations of searches that the product team needs to perform on a regular basis (e.g. display all newly logged incidents, display all requirements that are completed but have no test coverage).

The name of the saved search is displayed along with an icon that depicts which artifact it's for and the person who created it. Clicking on the name of the saved search will take you to the appropriate screen in the product and set the search parameters accordingly. If you are the creator of the saved search, clicking the "Delete" button next to the saved search will delete it. Clicking on the RSS icon will allow you to subscribe to the specific search so that it will be displayed in your RSS newsreader. This allows you to setup customized lists of information that can be displayed outside of SpiraPlan.

Requirements Summary

This section consists of a summary table that displays the aggregate count of requirements in the system broken-down by importance (on the x-axis) and status (on the y-axis). This allows the product manager to determine how many critical vs. low priority enhancements are waiting to be implemented, vs. actually being implemented. In addition, it makes a distinction between those requirements simply requested and those actually planned for implementation, so the product manager can see what the backlog is between the customer's demands, and the plan in place. Clicking on the "View Details" button at the top of the table simply brings up a detail graph that you can customize by selecting the axes. Clicking on the individual values in the cells will display the requirements list with the filter set to match the importance and status of the value.

Requirements Coverage

This section consists of a bar graph that displays the aggregated count of requirements test coverage for the product. The Passed, Failed, Blocked, Caution and Not-Run bars indicate the total count of requirements that have tests covering them, allocated across the execution status of the covering tests. For example, if a requirement is covered by four tests, two that have passed, one that has failed and one that has not yet been run, the counts would be passed = 0.5, failed = 0.25 and not-run 0.25. These fractional quantities are then summed across all the requirements to give the execution status breakdown of the covered requirements.

In addition to the five statuses for the covered requirements, the sixth ("Not Covered") bar depicts the total number of requirements that have no tests covering them, putting the five other bars into perspective. Typically a product is in good health if the "Not Covered" bar is zero, and the count of "Passed" requirements is greater than "Failed", "Caution" or "Not Run". The greatest risk lies with the "Blocked", "Not Covered" and "Not Run" status codes, since the severity/quantity of any bugs lurking within is not yet fully known.

If you position the mouse pointer over any of the four bars, the color of the bar changes slightly and the underlying raw data is displayed as a tooltip, together with the percentage equivalent. Clicking on the any of the bars in the chart will take you to the requirements list page with the corresponding filters set.

When you filter the product home by release/sprint, this widget will filter the requirements coverage graph to only include requirements that are specifically mapped to the selected release/sprint. This is useful when you want to determine the test coverage of new requirements that are being added to the specific release/sprint. If instead you want to determine the regression test coverage for a release, you should add the separate "Requirements Regression Coverage" widget to the page instead.

Requirement Incident Count

This section displays a count of the total number of incidents, and the number of open incidents mapped against requirements in the system, sorted by the requirements that have the most open incidents first. This section is useful for determining the parts of the application that have the most instability, as you can look at the requirements that have yielded the greatest number of incidents. Clicking on any of the requirements hyperlinks will take you to the detail page for the requirement in question. You can configure in the settings whether to include requirements with no open incidents, and also how many rows of data to display.

Top Open Issues

This section displays a breakdown of the top issues logged against the product, in order of decreasing priority. Note that items not given a priority are listed at the top, since critical issues could be lurking in that list, and the product manager will want to immediately review these to assign priorities. Clicking on the issue item hyperlink will take you to the incident details page for the issue in question (see Incident Tracking > Incident Details). You can configure in the settings whether to use Priority or Severity for the display, and also how many rows of data to display.

Risk Summary

This section displays a two dimensional matrix of the open risks logged against the product of impact against probability. Combined these two dimensions are reflected in the risks exposure and each differently colored rectangle in the matrix represents one possible exposure. The number of risks that have a particular exposure are shown inside each rectangle as appropriate. Clicking on that number will take you to the risk list page filtered by the relevant exposure.

Top Open Risks

This section displays a breakdown of the top risks logged against the product, in order of decreasing priority. Note that items not given a priority are listed at the top, since critical risks could be lurking in that list, and the product manager will want to immediately review these to assign priorities. Clicking on the risk item hyperlink will take you to the incident details page for the risk in question. You can configure in the settings whether to use Priority or Severity for the display, and also how many rows of data to display.

Release Test Summary

This widget allows you to quickly ascertain the test execution status of each of the active releases that make up the current product in one snapshot. Each release is displayed together with a graphical display that illustrates the execution status with different colored bars. In addition, if you hover the mouse over the graphical display it will display a tooltip that provides a more detailed description of the number of tests in each status.

Each release will display the aggregate status of any test cases directly assigned to itself, together with the test status of any child sprints that are contained within the Release. Clicking on one of the releases will drill you down one level further and display the test execution status for the parent release as well as each of the child sprints separately:

Incident Summary

This section consists of a summary table that displays the aggregate count of incidents in the system broken-down by priority (on the x-axis) and status (on the y-axis). This allow the product manager to determine how many critical vs. low priority incidents are waiting to be addressed, and how many new items need to be categorized and assigned. Clicking on the "View Details" link at the top of the table simply brings up a detail graph that you can customize by selecting the axes. Clicking on the individual values in the cells will display the incident list with the filter set to match the priority and status of the value.

By default this summary table displays the total count of all incidents -- regardless of type, however my changing the drop-down list to a specific incident type (e.g. bug, enhancement, issue, etc.), the product manager can filter the summary table to just items of that type. You can also configure in the settings whether to use Priority or Severity for the x-axis

Test Execution Status

This section consists of a bar graph that displays the aggregated count of test cases in each execution status for the product. Note that this graph does not consider past test-runs when calculating the totals in each status (Passed, Failed, Not Run, etc.), it simply looks at each test-case and uses the last-run status as the best health indicator. Thus if a test case that previously passed, has subsequently failed upon re-execution, it will be considered a failure only.

If you position the mouse pointer over any of the five bars, the color of the bar changes slightly and the underlying raw data is displayed as a tooltip, together with the percentage equivalent. Clicking on any of the bars will bring up the product test case list with the appropriate filter applied.

In addition to the bar-chart, there is also a display of the total number of test runs recorded for the product, and a list of the five most recent days of recorded test-runs, together with the daily count.

Release Task Progress

This widget allows you to quickly ascertain the task progress of each of the active releases that make up the current product in one snapshot. Each release is displayed together with a graphical display that illustrates the completion percentage and status with different colored bars. In addition, if you hover the mouse over the graphical display it will display a tooltip that provides a more detailed description of the number of tasks in each status.

Each release will display the aggregate progress of any tasks directly assigned to itself, together with the task progress of any child sprints that are contained within the Release. Clicking on one of the releases will drill you down one level further and display the task progress for the parent release as well as each of the child sprints separately:

Late Finishing Tasks

This section displays the list of any product tasks that have not yet been completed, but whose scheduled end date has already elapsed. A graphical progress bar is included with each task in the grid, so that you can easily see which tasks are nearest completion.

Late Starting Tasks

This section displays the list of any product tasks that have not yet started, but whose scheduled start date has already elapsed:

Each task is listed along with its owner, priority and due-date so that you quickly ascertain how many days late it will be starting, how important it is to the product, and who needs to be contacted to get more information.

Requirements Regression Coverage

This section consists of a bar graph that displays the aggregated count of requirements test coverage for the product in a similar fashion to the 'Requirements Coverage' widget:

However, unlike the 'Requirements Coverage' widget, when you filter the product home by release/sprint, this widget will filter the requirements coverage graph to include all requirements (regardless of release/sprint), but only considering covering test cases that are associated with the selected release/sprint. This is useful when you want to determine the regression requirements test coverage of a specific release (i.e. does running all the tests relevant to this release cover all the necessary requirements, not just new requirements).

Test Set Status

This section consists of a bar graph that displays the aggregated count of test cases in each execution status for each test set in the product:

Therefore if you have the same test cases stored in multiple test sets, then this widget will display the total test case count for all combinations of test set. This is useful if you have the same test cases being executed in different environments -- represented by different test sets -- and you need to make sure that the tests passed successfully in all environments.

If you position the mouse pointer over any of the five bars, the color of the bar changes slightly and the underlying raw data is displayed as a tooltip, together with the percentage equivalent. Clicking on any of the bars brings up the product test set list page with the appropriate filter applied. In addition to the bar-chart, there is also a display of (up to) the five most overdue test sets in the product.

Incident Aging

This section displays the number of days incidents have been left open in the system. The chart is organized as a histogram, with the count of incidents on the y-axis and different age intervals on the x-axis.

Incident Test Coverage

This section displays a bar-graph that illustrates the execution status of any test cases that previously failed and resulted in the generation of an incident that has subsequently been resolved. This is very useful when a test case was executed in Release 1.0 and an incident was logged. That incident has now been resolved in Release 1.1 (and is in a closed status) but we need to know that the test case that caused the failure has been successfully re-run. Any test cases listed as Blocked, Caution, Not-Run, Not Applicable, or Failed in this graph need to be executed to verify that all resolved bugs in the release have truly been fixed.

Task Graphs

This widget lets you quickly view the three main graphs used when measuring the progress of tasks in an agile methodology:

  1. Task Velocity -- this graph shows the total estimated and actual effort delivered in each product release and/or sprint

  2. Task Burnup -- this graph shows the cumulative amount of work outstanding for each release/sprint in the product with separate lines for the estimated, remaining and completed effort.

  3. Task Burndown -- this graph shows the remaining work that needs to be done for each release/sprint in the product with separate lines for the estimated, remaining and completed effort.

For each of the three graphs you can click on the "Display Data Grid" link to display a grid of the underlying data that is represented in the graph and also there are options to save the graph in a variety of different image formats.

Tag Cloud

This widget lets you see the list of document tags being used in the product:

The size of the tag name indicates the relative frequency of its usage in the product. Clicking on a document tag will open up the Document List page with the filter set to the tag you clicked on. This will display a list of related documents that have been tagged with the same tag name.

Recent Builds

This widget displays a list of the most recent builds that have been performed as part of the current release or sprint:

For each build it will display whether the build succeeded or failed, the date the build occurred and the name of the build together with a hyperlink to the build details. Note: If no release or sprint is selected then the widget will not display any data.

Requirements Graphs

This widget lets you quickly view four different graphs used when measuring the progress of requirements in an agile methodology. They are described in more detail in Reports.

  1. Requirement Velocity -- this graph shows the actual velocity delivered in each product release and/or sprint compared to the product average and the rolling average.

  2. Requirement Burnup -- this graph shows the cumulative number of story points outstanding for each release/sprint in the product with separate lines for the actual and ideal burnup overlaid on top of a bar-graph that shows the completed story points per release/sprint.

  3. Requirement Burndown -- this graph shows the remaining number of story points that needs to be done for each release/sprint in the product with separate lines for the actual and ideal burndown overlaid on top of a bar-graph that shows the completed story points per release/sprint.

  4. Requirements Coverage -- this graph shows the number of requirements that have test cases that are passed, failed, blocked, cautioned, not run as well those requirements that do not have any test cases (not covered). Unlike the main Requirements Coverage graph on the home page, this one is segmented by requirement importance.

For each of the three graphs you can click on the "Display Data Grid" link to display a grid of the underlying data that is represented in the graph and also there are options to save the graph in a variety of different image formats.

Test Run Progress

This section consists of a chart that displays the last 30 days of test run activity, broken down, for each day, by the test run status. This is a useful chart to quickly track the testing activity of the product -- this is not the same as overall product status.

Test Case Cumulative Progress

This section consists of a chart that displays the last 30 days of test case executions cumulatively. That means it will display for each day, the total number of test cases executed plus the status from any previous days that have not been changed. Any test cases not executed up to that point will be considered "not run" and will appear in the "not run" category. For example, if you have 10 test cases created on day 1 you will see 10 test cases "not run" on day 1. On day 2, you execute 5 test cases and fail them all, you will now see 5 test cases failed and 5 not run. On day 3, you execute 3 of the previous 5 test cases and pass them. You will now see 3 test cases passed, 2 failed and 5 not run.

Source Code Commits

This section consists of a chart that displays the last 3 months of code commits to the product (if you are using the source code functionality of the application). Commits are aggregated by week. The chart is color coded by bottom quartile, the middle 50%, and the top quartile of activity.

Incident Open Count

This section show a bar chart to visualize the breakdown of all open incidents in the product by priority. The chart's bar match the color assigned to that priority. Clicking on the "View Details" link at the top of the widget loads a chart builder where you can further refine and filter the chart to meet your needs.

All Pending Test Runs

This section lists all the test runs that are currently being executed by testers in the product. Until a test case or test set is fully executed, a pending test run entry is stored in the system so that you can continue execution at a later date.

Any pending test run can be either deleted or reassigned to another user that is a member of the product by the product manager or test manager.

Program Home

When you click on either the Program name in the global navigation or the name of the program in the "My Page" product list, you will be taken to the homepage of the specific program in question:

This page summarizes all of the information regarding the program into a comprehensive, easily digestible form that provides a "one-stop-shop" for people interested in understanding the overall status of the group as a whole as well as the relative performance of the different products that make up the group. It contains summary-level metrics for all types of artifact (requirements, test cases, tasks, incidents, etc.) that you can use to drill-down into the appropriate product for more details.

You will see a small "i" in a circle at the top right of every chart. Hovering or clicking on this will show you information about that chart.

In a similar manner to the 'My Page', the Program Home dashboard is initially loaded in 'view mode' which means that the various 'widgets' on the page are displayed with minimum visual clutter (no toolbars or control icons) that makes it easy to scan the items on the page and see the health of the status of the product at a glance. To switch the page to 'edit mode', you should click the button with the cog icon () on the right.

Once in 'edit mode', each of the 'widgets' displayed on the program homepage can be minimized by clicking on the arrow icon () in the top-left of the window, or closed by clicking-on the cross icon () in the top-right of the window. In addition, the widgets allow you change their settings by clicking on the settings icon ().This allows you to customize your view of the program to reflect the types of information that are relevant to you. If you have closed a widget that you subsequently decide you want to reopen, you can rectify by clicking the "+ Add" button at the top of the page, and locating the closed item from the list of 'Closed Widgets'.

When you load the 'Program Home' for the first time it will consists of the following main elements:

However these are not the only widgets available. If you click on the "Add/Remove" items hyperlink it will display the list of any additional widgets that are available:

You can add the additional widgets by selecting the appropriate checkbox, choosing the destination location (left side vs. right side) and then click the "Add" button. The additional widgets available in the Program Home dashboard are:

Each of the different widgets listed is described in more detail below:

Program Overview

This section displays the name of the program, together with a brief description, the web-site that points to any additional information about the program, and the names of the owners of the program.

Product List

This section lists all the active products that make up the group, together with the name, description, program and date of creation. To view the description of the product, simply position the mouse pointer over the link, and a tooltip window will popup containing the description.

Requirements Coverage

This section consists of a bar graph that displays the aggregated count of requirements test coverage for the entire program. The Passed, Failed, Blocked, Caution and Not-Run bars indicate the total count of requirements that have tests covering them, allocated across the execution status of the covering tests

Under the main bar graph is displayed a table containing each product in the group and a colored bar illustrating the specific requirements coverage distribution for that product. That way you can see both the aggregate coverage and also the relative coverage for the products. You can configure in the widget settings whether you want to see the aggregate bar graph, and/or the product-specific requirements coverage.

Task Progress

This section consists of a bar graph that displays the aggregated count of tasks by progress category for the entire program. The 'On Schedule', 'Late Finish', 'Late Start' and 'Not Started' bars indicate the total count of tasks that are in that category for all the products in the group.

Under the main bar graph is displayed a table containing each product in the group and a colored bar illustrating the specific task progress for that product (using the same coloring convention as the main graph). That way you can see both the aggregate task progress and also the relative progress for each product. You can configure in the widget settings whether you want to see the aggregate bar graph, and/or the product-specific task progress.

Test Execution Status

This section consists of a bar graph that displays the aggregated count of test cases by execution status for the entire program. The Passed, Failed, Blocked, Caution and Not-Run bars indicate the total count of test cases that are in that category for all the products in the group.

Under the main bar graph is displayed a table containing each product in the group and a colored bar illustrating the specific test case execution status for that product (using the same coloring convention as the main graph). That way you can see both the aggregate test status and also the relative status for each product. You can configure in the widget settings whether you want to see the aggregate bar graph, and/or the product-specific test status.

Incident Aging

This section displays the number of days incidents have been left open in the system. The chart is organized as a histogram, with the count of incidents on the y-axis (for all products in the group) and different age intervals on the x-axis.

Under the main bar graph is displayed a table containing each product in the group and a colored bar illustrating the distribution of open incidents by priority for that product. That way you can see both the aggregate aging for the group and also the relative priority of open incidents for each product. You can configure in the widget settings whether you want to see the aggregate aging histogram, and/or the product-specific incident count by priority.

Top Open Issues

This section displays a breakdown of the top issues logged against any of the products in the group, in order of decreasing priority. Note that items not given a priority are listed at the top, since critical issues could be lurking in that list, and the product manager will want to immediately review these to assign priorities. Clicking on the issue item hyperlink will take you to the incident details page for the issue in question (see Incident Tracking > Incident Details). You can configure in the settings whether to use Priority or Severity for the display, and also how many rows of data to display.

Top Open Risks

This section displays a breakdown of the top risks logged against any of the products in the group, in order of decreasing priority. Note that items not given a priority are listed at the top, since critical risks could be lurking in that list, and the product manager will want to immediately review these to assign priorities. Clicking on the risk item hyperlink will take you to the incident details page for the risk in question . You can configure in the settings whether to use Priority or Severity for the display, and also how many rows of data to display.

Recent Builds

This widget displays a list of the most recent build and its status for each product in the program/program. For each product it will display whether the build succeeded or failed, the date the build occurred and the name of the build together with a hyperlink to the build details.

My Profile

When you click on the "My Profile" button (the top item in the user dropdown) in the global navigation, you will be taken to the page in the system that allows you to view and edit your personal profile:

You can change your user information including your first-name, last-name, middle-initial, avatar icon, department and your choice of start-page. Clicking the "Save" button will commit the changes, whereas clicking <Cancel> returns you back to either "Product Home" or "My Page" depending on whether you have a product currently selected or not.

If you want to be able to subscribe to RSS feeds of the information assigned to you in the "My Page", make sure that the "Enable RSS Feeds" switch is set to "Yes" and an RSS token has been generated underneath.

You can change your start page to be any of the following:

Change Password

In addition to being able to update your user information, you can optionally change your password at the same time. To change your password, on the Change Password tab fill in the three boxes with your current password, and your new password repeated for verification. Then when the "Save" button is clicked, the system will update your password, otherwise you will simply get a warning message indicating what needs to be corrected.

You can also change the current password retrieval question and answer by entering in your current password (for security reasons) as well as the new password question and answer.

Note: If your SpiraTest user profile is linked to an account stored in an external LDAP server, you may find the change password option is disabled. This is because the system uses the password held in the external server. To change the password in this case, please contact your system administrator who will be able to help you change the password in your LDAP environment.

Email Preferences

Here you can configure the email address that the application will send notifications to, and whether or not you want to receive email notifications.

If the Enable Notifications cannot be changed, it means that the system is either not configured to send out notifications, or the administrator has disabled user's ability to opt out of notifications being sent.

LDAP Settings

This tab will show configured LDAP options for your account. At this time, no configurable options are on this tab, it is for reference only.

Regional Settings

This tab will display the current culture and timezone associated with your profile:

By default all profiles will be set to use the application's default culture and timezone. This means that the language, number formats and timezone used in the application will be the ones decided by the person who installed the system. However there are cases where you want to use a different language, timezone or number format (for example, a German employee working in the German office of a French company might want to use the German culture instead of French). You can change the culture and/or timezone to any of the options listed in the dropdown list.

Note: The system will only be installed with a certain number of language packs, so in some cases a selected culture will only change the number formats and not the languages displayed.

Actions

This tab displays the list of recent actions that you have performed in the system (across all products):

You can search and filter the grid to find changes by product, change date range, artifact type and type of change (added, deleted, or modified).

My Timecard

When you click on My Page > My Timecard the system will display a timecard that allows you to enter the effort worked on incidents and tasks currently assigned to you (across all your products):

The system will only include products that have time-tracking enabled for incidents and tasks, so if some of your assigned incidents or tasks are missing, please check with the product owner of the products affected to have them enable time-tracking.

Each task or incident will be displayed along with its priority, severity, start-date, end-date, product name effort remaining and effort expended to date. For each item you can then indicate the additional actual effort performed (which will be added to the "actual effort") and modify the amount of hours remaining. Once you are satisfied, click [Submit Timecard] to commit the changes.