Welcome
Developing
Learn how to develop schemas by using the DevOps Plan Designer.
Developing Schemas
You can develop or modify schemas with the DevOps Plan Designer.
Schemas and packages
This topic explains the concept of using schemas and packages in DevOps Plan.
DevOps Plan FullSAFe schema
DevOps Plan FullSAFe schema is a full featured schema that ships with DevOps Plan.
Kanban integration
You can use Kanban to manage your project.

Overview
Learn general information about the product.
Install and deploy DevOps Plan
Find information about installing and deploying DevOps Plan.
Developing
Learn how to develop schemas by using the DevOps Plan Designer.
- Developing Schemas
  You can develop or modify schemas with the DevOps Plan Designer.
  - Understanding the functions of the DevOps Plan schema developer
    This topic provides an overview of the tasks typically performed by a schema developer.
  - Overview of the DevOps Plan Designer interface
    The DevOps Plan Designer includes several different windows, or views, that you will use to perform your schema development tasks.
  - DevOps Plan schemas
    This topic explains the concept of a DevOps Plan schema.
  - Customizing a schema
    To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.
  - Schemas and packages
    This topic explains the concept of using schemas and packages in DevOps Plan.
    - DevOps Plan predefined schemas
      This topic lists the predefined schemas available with DevOps Plan.
    - DevOps Plan Agile schema
      You can use the DevOps Plan Agile schema to follow agile project practices and product managers to track the project's progress.
    - DevOps Plan FullSAFe schema
      DevOps Plan FullSAFe schema is a full featured schema that ships with DevOps Plan.
      - Kanban integration
        You can use Kanban to manage your project.
      - Analytics and Dashboards
        DevOps Plan includes Dashboard functionality.
    - DevOps Plan Requirement and Ideation schema
      You can use the DevOps Plan Requirements and Ideation schema to divide larger pieces of work into smaller pieces of work. This is especially helpful if multiple team members are working on a larger feature. Everybody will be able to manage their own work while still contributing to a larger, trackable body of work.
    - DevOps Plan packages
      This topic describes the latest version of each DevOps Plan package.
  - Packages and integrations
    This topic explains the concepts of DevOps Plan packages and integrations.
  - Test Management and Requests
    You can use the DevOps Plan TestManagement and Requests feature to create and track test plans and add approval processes to the record.
  - User privileges
    This topic describes the privileges that are available for DevOps Plan users and user groups.
  - Working with users
  - Working with user groups
  - Working with Forms
    You must create a record form for each record type in your schema. You can also define a submit form for each record type.
  - Working with charts
    Charts are essential tools for visualizing data and managing projects. You can use Gantt and timeline charts for project management based on availability in different schemas.
  - Working with approvals
    Users can use Approvals to view and manage approval requests that are either pending or completed using the Pending Requests and Completed Requests tabs.
  - Creating a security model
    This topic provides an overview of the process to create a security model.
  - Using hooks to customize your workflow
    This topic provides guidelines for using hooks to implement your workflow.
  - Record locking
    When multiple users attempt to simultaneously update a record, the database locking model ensures that the update from each user succeeds as a unit, but each update overwrites the previous update.
  - Customizing the Web
    The Designer provides many ways to customize the underlying schema and functionality that the DevOps Plan accesses.
  - DevOps Plan email
    This topic provides a description of the supported DevOps Plan email features.
  - Importing data into DevOps Plan using Import feature
    The Configuration > Import feature allows teamspace admins or userdb super-users to add data to the DevOps Plan application. There are two primary methods for bulk data import: using sample data and uploading a zip file.
  - Enhancing the Export to JSON feature
    You can use the Export to JSON feature to export detailed information related to a record into a JSON format.
  - Enhanced Subscribe feature
    You can now use the Subscribe toggle-button in a work item to subscribe yourself in one-click.
  - Cloning existing records
    By cloning existing records you can create an exact copy of an existing record. This ability is useful when you have to create similar records frequently, ensuring consistency and saving time.
Integrating
You can integrate DevOps Plan with other software by adding packages to existing schema.
Extending product function
Learn how to extend the product.
Reference
Review reference information for the product.

Kanban integration

You can use Kanban to manage your project.

DevOps Plan includes Kanban functionality. Kanban is a system that represents pieces of work visually on a Kanban board. Project members have the ability to see every piece of work in a given release and its status. In addition to being able to create custom Kanban boards, DevOps Plan includes two different default Kanban boards.

Team Kanban
Program Kanban

Kanban functionality is supported by all schemas in DevOps Plan with the exception of the ALM schema.

Note: The Visualization package adds the following fields to a record type being enabled for "Custom Kanban Board":

Title of type SHORT_STRING (254)
StateDate of type DATE_TIME
Owner of type REFERENCE to users record type
Tags of type MULTILINE_STRING
Description of type: MULTILINE_STRING
DescriptionPT of type MULTLINE_STRING
Priority of type SHORT_STRING (254)

If you have a record type which you want to enable custom Kanban Boards on, you must first apply the Visualization package. If the record type for which the Visualization package is being applied has one or more of those fields, you cannot apply the package. You must examine the record type and manually add the missing field(s) with the correct type as listed above.

Team Kanban

The Team Kanban board displays all Story record types associated with the schema. All assigned users can view the stories associated with each state. Users can change the state of the story by dragging each story card from one state to another, for example, from Assigned to In progress. Users can mark stories as Favorites by hovering on a card and clicking the star icon.

Team Kanban includes the ability to filter based on selected Release Train, Teams, Program Increment, and Iterations. After the filters are applied, the Kanban board is updated to reflect the results.

Program Kanban

The Program Kanban board displays all Feature record types associated with the schema. Similar to the Team Kanban, users can view all features and change the state of the feature by dragging and dropping each feature card from one state to another. Users can mark features as Favorites by hovering on a card and clicking the star icon.

Program Kanban includes the ability to filter based on selected Release Train and Program Increment. After the filters are applied, the Kanban board is updated to reflect the results.