Planning Guide

Introduction

The SystemPlanner module helps teams to define, organize, maintain and share project requirements specifications. Project requirements specifications should comprehensively explain what the project will be capable of doing and describe all possible interactions.

Project requirements do not include any technical information about how the requirements are achieved unless those technical details are part of the fundamental requirements of the system. For example, the need to connect and communicate with existing systems using a specific protocol or technology may be included in requirements despite the information being technical in nature.

Project requirements specifications can be accessed via XML and be displayed on other web sites, or consumed by other development and/or business systems.

The features include:

• Goals - The end goals/benefits of the project once it's ready for use.
• Scenarios - Detailed, step by step scenarios of the most common ways to use the project (once they're implemented).
• Features - The various parts of the system either physically or conceptually divided into sections based on the functionality involved.
• Actions - Step by step descriptions of the actions that will be possible in the project.
• Actors - The types/roles of the users and other systems that will interact with the project.
• Entities - The various data/business types that the project interacts with.
• Restraints - The limitations and restrictions enforced for reasons of security, validation, etc.

Getting Started...

Notes:

• If you have not logged in you will need to do so by clicking Sign In at the top right of the page.
• A project must be created and selected/activated (from the current project menu at top left) before planning data can be created.

1. Create goals for what the project will achieve.
   • Click Planning -> Requirements -> Goals on the menu (left).
   • Click the Create Goal button.
2. Document common scenarios for how the project will be used, along with the steps involved.
   • Click Planning -> Requirements -> Scenarios on the menu (left).
   • Click the Create Scenario button.
3. Define features in the project to group organise related functionality.
   • Click Planning -> Requirements -> Features on the menu (left).
   • Click the Create Feature button.
4. Identify each type of actor/user able to interact with the project.
   • Click Planning -> Requirements -> Actors on the menu (left).
   • Click the Create Actor button.
5. Document each of the possible actions that the project can perform or be part of, along with the steps involved.
   • Click Planning -> Requirements -> Actions on the menu (left).
   • Click the Create Action button.
6. Define restraints that limit or restrict certain actions under certain conditions.
   • Click Planning -> Requirements -> Restraints on the menu (left)
   • Click the Create Restraint button.
7. Outline conceptual entities that the project will deal with (such as data/business objects) along with the corresponding proeprties.
   • Click Planning -> Requirements -> Entities on the menu (left)
   • Click the Create Entity button.
8. View the planning overview to put the project and its plans into perspective.
   • Click Planning -> Requirements -> Overview on the menu (left).

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