1. XSEDE ECSS JIRA-Confluence Project Management
Module 3: ECSS Staff Develop Workplan and Commence Work

2. ECSS Staff Develop Workplan and Commence Work
Audience: ECSS Staff and L3 Managers
Objective
Learn how to develop workplans in Confluence, request workplan approval, and initiate work in JIRA
Contents
Development of Workplan in Confluence
Sharing workplan via Confluence Export
Request approval of workplan in JIRA
L3 approval or reject
Creation of JIRA tasks corresponding to workplan
Project in progress
Assigning/grabbing tasks, watching tasks
Commenting on tasks as work progresses
Advancing task workflow
Adding/modifying tasks in Confluence and JIRA

3. Development of Workplan in Confluence
When the project was assigned to you, ideally, there should have been a pointer to the home page for the project in the notification .
If there was not, you can still find this by navigating to the ECSS Projects Space
Note: this space is private, and will require you to log into Confluence

4. Development of Workplan in Confluence
At this point, one can navigate to the appropriate L3 area

5. Development of Workplan in Confluence
At this point, one can navigate to the appropriate L3 area
And then to the project home page

6. Development of Workplan in Confluence
At this point, one can navigate to the appropriate L3 area
And then to the project home page
And then to the workplan page

7. Development of Workplan in Confluence
At this point, one can navigate to the appropriate L3 area
And then to the project home page
And then to the workplan page
At this point one is ready to edit the workplan

8. Development of Workplan in Confluence
A few things to note while editing the workplan
Instructional text (greyed out) has been added to guide editing
Just select and start typing

9. Development of Workplan in Confluence
A few things to note while editing the workplan
Instructional text (greyed out) has been added to guide editing
Just select and start typing
Selecting a row in a table illuminates table editing controls
(e.g., insert row, delete row, etc)
This would allow for addition of items to the tables in the workplan as needed

10. Development of Workplan in Confluence
Sharing workplan via Confluence Export
To share the draft workplan with the research team, you will need to export to PDF or Word
(Unfortunately), additions/changes will need to made manually on the Confluence Workplan page

11. Request approval of workplan in JIRA
When the workplan is complete in Confluence
Navigate to the Project Epic

12. Request approval of workplan in JIRA
When the workplan is complete in Confluence
Navigate to the Project Epic page
Note that the Epic is in “Consultant Write Workplan”
To request workplan review, advance the workflow
The appropriate L3 manager will receive a notification to review the workplan

13. Request approval of workplan in JIRA
L3 approval or reject
The L3 Manager can either approve or reject the workplan
Approval – will place project into “Project in Progress”
Reject – will place project back into “Consultant Write Workplan”

14. Request approval of workplan in JIRA
Creation of JIRA tasks corresponding to workplan
When the workplan is approved, the workplan needs to be transformed into JIRA tasks
Highlight the first task in the task/milestone table
Select the JIRA icon

15. Request approval of workplan in JIRA
Creation of JIRA tasks corresponding to workplan
When the workplan is approved, the workplan needs to be transformed into JIRA tasks
Highlight the first task in the task/milestone table
Select the JIRA icon
Check that you have ECSS, and Task (Edit if not correct)

16. Request approval of workplan in JIRA
Creation of JIRA tasks corresponding to workplan
Create multiple issues from the table

17. Request approval of workplan in JIRA
Creation of JIRA tasks corresponding to workplan
Create multiple issues from the table
And select “Create” to autogenerate the issues
Note: this may have been done by your L3 manager

18. Request approval of workplan in JIRA
Creation of JIRA tasks corresponding to workplan
At this point, your workplan has been transformed and link to a set of JIRA tasks

19. Project In Progress
With the JIRA tasks created, one can start work on the project
Select one task to get started

20. Project In Progress
With the JIRA tasks created, one can start work on the project
Select one task to get started
This will connect you directly to the JIRA task

21. Project In Progress Some things about working on JIRA tasks
Should assign task to lead consultant
Other collaborators can be added as watchers
Can add relevant files, as needed
Good practice: Add comments as work progresses

22. Project In Progress More on JIRA tasks
Can advance workflow as work progresses
Now “Task in Progress”

23. Project In Progress More on JIRA tasks
Can advance workflow as work progresses
Now “Task in Progress”
And mark completion

24. Project In Progress More on JIRA tasks
Can advance workflow as work progresses
Now “Task in Progress”
And mark completion
“Completed”
Also can access parent epic
And workplan in Confluence

25. Project In Progress Parent Epic Note list of all tasks in workplan
Note that can directly add tasks to epic
But these are not reflected in original workplan
Better way to add tasks:
Return to workplan

26. Adding/Modifying Tasks in Workplan
Adding tasks to workplan
Edit workplan

27. Adding/Modifying Tasks in Workplan
Adding tasks to workplan
Edit workplan
Select row that want to add task (before or after)
And add row before or after for new task

28. Adding/Modifying Tasks in Workplan
Adding tasks to workplan
Edit workplan
Select row that want to add task (before or after)
And add row before or after for new task
Rerun JIRA wizard, but this time to add a single task

29. Adding/Modifying Tasks in Workplan
Adding tasks to workplan
Edit workplan
Select row that want to add task (before or after)
And add row before or after for new task
Rerun JIRA wizard, but this time to add a single task

30. Adding/Modifying Tasks in Workplan
Adding tasks to workplan
Edit workplan
Select row that want to add task (before or after)
And add row before or after for new task
Rerun JIRA wizard, but this time to add a single task
Which shows up as expected in the table