If you are migrating from the Project Backlog plugin, you may prefer to start with these instructions.
FogBugz has long supported agile methodologies in its workflow. The Iteration Planner helps you to visualize your sprints in an easy, drag-and-drop format.
Accessing the Iteration Planner
The Iteration Planner is available to FogBugz On Site accounts and FogBugz On Demand subscribers with the Time Tracking Module. You can get to the Iteration Planner from the Planner menu. If you cannot access the Planner menu, send us an email and we can make sure your account has the correct features enabled!
Creating a Backlog and Sprint
When you enter Iteration Planner, choose the project (and optionally, area) you’d like to plan for along the top of the planner. Then choose the milestone(s) you’d like to use by clicking Add Milestone on the top right. This box allows you to search through both global and project-specific milestones, as well as creating new milestones for use in planning. For example, you may want to use a Backlog milestone to triage your cases, and add them to sprint milestones from there.
When you’ve chosen milestones, you can then begin moving cases around. To add a case to your sprint, just drag it from your backlog to the sprint milestone, and drop it in the location you want. Drag and drop cases to change their order in the planner as well. The Iteration Planner shows the case name, current estimate, priority and assignee to help you determine the order of cases in the sprint.
If you find you’re in need of more cases, they can be quickly created by clicking the plus button at the upper right of the milestone column and typing a case title. This will show a “Create new:” option you can click, or just hit Enter to confirm. This also functions as a full-text search on case titles which you can directly add, and filters which you can expand to add cases they find.
Filter Columns: Add Cases By Filter
If you have cases from other milestones that you don’t want to see on your Planner view, such as Undecided milestones, or cases you’d like to see that match a filter, you can Add a Filter Column. This lets you use any filter you have saved in FogBugz to quickly add cases that match. You may add as many filter columns as are helpful, and they can be reordered by dragging them around just like milestone columns. Note filters shown in filter columns will only display cases in the current project. Filter Columns can be removed by clicking the down arrow at the upper-right hand corner and clicking Remove.
Adding Estimates: Hours or Story Points
Estimates can be added to cases within the Iteration Planner by clicking on “Needs Estimate” on a case. A text box will appear, and you can type in your estimate and hit Enter to save. Estimates can be changed in the same way. Once an estimate is logged, a progress bar will appear. As hours are logged against the case, the progress bar will fill up. Need more detail? Hover the mouse over a progress bar to see the exact values.
If you prefer story points, good news! You can switch between hours and story points next to the Project name at the top of the Iteration Planner. “Needs Estimate” will now allow you to enter a story point value. The story points are also visible and editable within the full case view.
Viewing the Work
Within the sprint, you can further group cases by their priority, assignee, or status. Click the “Group By” section to see this. Within the grouping, you will also see a breakdown of number of cases and remaining estimated time in each group.
To change the assignee, priority, or status of a case, choose the appropriate sorting and drag the case into a new group within the sprint. Additionally, each grouped section shows an “Add Case” button so that new cases can easily be added to the appropriate grouping.
Sharing your Sprint
The Iteration Planner provides a shared view of your data by project. Your teammates can access this view by selecting the same project under the Planner menu.
Questions? Suggestions? Unadulterated praise? We’d like to hear it all! Please email us with all your insights!