Governance

Life Cycle Process

A Life Cycle Process is a governance process for an Initiative/Release. It is composed by Milestones and Phases.

Attributes

A Life Cycle Process has the following set of attributes:

Field Description
Release If checked then the process could be used only for Releases, else for Initiatives.
Active Status of the Process. If inactive then the Process could not be used by new Initiatives/Releases or changed to for existing Initiatives/Releases. If an Initiative/Release has an inactive Process (it was assigned when active) then it could be used as an active one.
Short name The short name of the Process.
Name The name of the Process.
Description The description of the Process.

Identity card

The Identity card of a Life Cycle Process is displayed when clicking on a row in the Life cycle processes' table. It contains:

  • The list of its Milestones
  • The list of its Phases

Add a Life Cycle Process

  1. Click on the icon of the “Life cycle processes” panel,
  2. Complete the various Life Cycle Process's attributes,
  3. Save.

Edit a Life Cycle Process

  1. Click on the icon for the wished Process in the “Life Cycle Processes” panel,
  2. Edit the attributes,
  3. Save.

Remove a Life Cycle Process

  1. Click on the icon for the wished Process in the “Life Cycle Processes” panel,
  2. Confirm that you want to delete this Process.

This is not possible to remove a Process that has been instantiated by an Initiative/Release, including the archived Processed (when the Process of an Initiative/Release is changed).

Milestone Status Type

An Milestone Status Type allows to characterize the status of a Milestone, for instance “Approved” or “Rejected”

Attributes

A Milestone Status Type has the following set of attributes:

Field Description
Active If inactive then the Status could not be used when the final approval of a Milestone is done.
Approved Define the if the final Status of a passed Milestone is approved or not. An approved Milestone is displayed with a green background, otherwise it is red. When a Milestone is approved then the concerning Initiative/Releases changes its “Last milestone passed” attribute and the current planning and budget of the Initiative/Releases are persisted.
Name The name of the Status.
Description The description of the Status.

Add a Milestone Status Type

  1. Click on the icon of the “Milestone status types” panel,
  2. Complete the various Milestone Status Type's attributes,
  3. Save.

Edit a Milestone Status Type

  1. Click on the icon for the wished Status in the “Milestone status types” panel,
  2. Edit the attributes,
  3. Save.

Remove a Milestone Status Type

  1. Click on the icon for the wished Status in the “Milestone status types” panel,
  2. Confirm that you want to delete this Status.

This is not possible to remove a Status that is used as the default one for a Milestone or that is used by a passed Milestone.

Milestone

Attributes

A Milestone has the following set of attributes:

Field Description
Active Status of the Milestone. If inactive then the Milestone is not available in the Processes instantiated by the Initiatives/Releases, except if the Milestone has been already instantiated for a given Initiative/Releases.
Short name The short name of the Milestone.
Name The name of the Milestone.
Description The description of the Milestone.
Type Only for Release process. A Milestone could have a type which implies particular render in specific cases. This is not possible to use many times the same type inside a process.
Implementation start date: the Milestone defines the start date of the implementation phase, this information is used in the burndown KPI.
Implementation end date: the Milestone defines the end date of the implementation phase, this information is used in the burndown KPI.
Review required Define if a request of the Milestone should be reviewed. If true then the Milestone is not instantiated until the request hasn't been reviewed, else the Milestone is automatically instantiated (pending for votes and final decision).
Default status type If a Milestone hasn't default approvers then it is automatically passed with the Default status type when the Milestone is instantiated.
Approvers List of default approvers.

The full principle of the Milestone's comportment is given in the Governance concepts' page.

Add a Milestone

  1. Go to the Identity card of a Life Cycle Process,
  2. Click on the icon of the “Milestones” panel,
  3. Complete the various Milestone's attributes,
  4. Save.

Edit a Milestone

  1. Go to the Identity card of a Life Cycle Process,
  2. Click on the icon for the wished Milestone in the “Milestones” panel,
  3. Edit the attributes,
  4. Save.

Remove a Life Cycle Process

  1. Go to the Identity card of a Life Cycle Process,
  2. Click on the icon for the wished Milestone in the “Milestones” panel,
  3. Confirm that you want to delete this Milestone.

This is not possible to remove a Milestone that has been instantiated by an Initiative/Release or that is used by a Phase.

Phase

The Phases are used to display the Gantt chart of the Roadmap and on Initiative/Release planning overview. A Phase simply represents a “bar” between 2 Milestones.

Attributes

A Phase has the following set of attributes:

Field Description
Name The name of the Phase.
Start milestone The Milestone used for the start date of the bar.
End milestone The Milestone used for the end date of the bar.
Gap days for the start date It is possible to shift (to the right) the start date by a number of days. This is used to avoid to have 2 bars with a same date, for example the end date of the first bar and the start date of the second, in this case we shift the start date of the second bar by 1 day.
Gap days for the end date It is possible to shift (to the left) the end date by a number of days. This is used to avoid to have 2 bars with a same date, for example the end date of the first bar and the start date of the second, in this case we shift the end date of the first bar by 1 day.
Roadmap phase If set to true, this phase will be displayed on the Roadmap. Otherwise, it will only be displayed on the Initiative/Release planning overview Gantt chart.

Add a Phase

  1. Go to the Identity card of a Life Cycle Process,
  2. Click on the icon of the “Phases” panel,
  3. Complete the various Phase's attributes,
  4. Save.

Edit a Phase

  1. Go to the Identity card of a Life Cycle Process,
  2. Click on the icon for the wished Phase in the “Phases” panel,
  3. Edit the attributes,
  4. Save.

Remove a Phase

  1. Go to the Identity card of a Life Cycle Process,
  2. Click on the icon for the wished Phase in the “Phases” panel,
  3. Confirm that you want to delete this Phase.