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Controlling What Projects You See

You can control what workspace and project to show data from.
In general, projects represent teams within your organization.  You can scope your view to a specific team, a parent team and its children or a child team and its parent.  Projects (teams) are a representation of the work items associated with them  such user stories, requirements, test cases, and defects. Each team or project retains a unique schedule of releases, iterations, and tasks, but can share the over-arching work items of the parent project. Project scoping is instrumental in tracking and managing large projects, projects containing multiple modules, or dispersed development teams.
Your project options are determined by your workspace.
A workspace sets context for your projects. You can create multiple workspaces within your
Rally
 subscription. Each workspace can be divided in to multiple projects. You can share and view data between projects within a workspace, but not across different workspaces.
A project usually represents a team and  is a collection of work to be done that is scheduled in to releases and iterations. You can create a hierarchy of projects to represent multiple teams or products that mirror your company's development structure.
You can control what workspace and project to show data from using the project picker. When you change the scope for a project, you might do any of the following actions:

Select a Workspace

You can only see projects within a single workspace at a time. If you want to view a project that resides in a different workspace, you can change your workspace selection.
Follow this step:
  1. Select the Workspace drop-down located in the upper-left corner.

Select a Project to View

Your development process might include a single project or multiple projects. Use the drop-down list on the upper-left side of the page to change your project perspective in the
Rally
 application. You can select a different project from the drop-down list and change your project access in real time. Your currently selected project is always displayed in the project box.
You can also choose to view the children or parent projects of the selected project at the same time.
You must be in project mode to view project data.
Follow these steps:
  1. Select a project from the drop-down list located in the upper-left corner.
  2. Optionally, select the search icon Actions icon to search for the project to select.
  3. To select multiple projects, select the Show Items From check box and select
    Parent Projects
    ,
    Child Projects
    , or both.

Viewing Multiple Projects at Once

If you want to see work items from multiple projects, you can use the
Also show items from:
 check boxes in the Project drop-down list to choose additional work items you can view from your selected project. You can specify to view work items from projects above, below, or both directions in the project hierarchy. When you include other projects in your hierarchical project view, you will see work items from the additional projects. Only those projects with a state of Open are available for viewing.
When filtering by project on a list page, you can filter by multiple projects.
Rally
 provides the following options for viewing multiple projects at once:
  • Parent project: Contains work items that are shared across all associated child projects. The parent project includes all levels of child projects.
  • Child project: A partitioned view of the parent project. It contains those work items that have been assigned to the individual child project, as well as those assigned to the parent project. Child projects do not display the user stories, requirements, test cases, and defects of other peer child projects
You can create a work view to include a project column and sort this column to help you identify the project location of shared work items.
  • If no check boxes are selected, your view displays only those work items for the selected project. This scope is best suited to those users that work in a single project.
  • If the Parent Projects check box is selected, your view displays all work items for the selected project and all other projects above it in the project tree. This scope is for users that need to track work items shared between teams. You can locate unassigned work items, manage the backlog, and assist with planning activities.
  • If the Child Projects check box is selected, your view displays all work items in your current project and all other projects below it in the project tree. This scope is for users who need to see the status of a large project or product with multiple child projects.
  • If both check boxes are selected, your view displays all work items in your current project and all other projects above and below it in the project tree. This scope is helpful for product managers with multiple project teams working on a single product. Use this scope to view work items in child projects plus any over-arching user stories for the business unit.
Follow these steps:
  1. Select a project from the drop-down list located in the upper-left corner.
  2. To select multiple projects, select the
    Show Items
     From check box and select
    Parent Projects
    ,
    Child Projects
     or both.

Configure a Default Project to View

You can specify a project to be your default selection.
Follow these steps:
  1. Select the
    Setup
     button from the
    Rally
     navigation bar and select the Profiles tab.
  2. Select
    Edit Profile
    .
  3. On the Edit Profile page, scroll to the Settings section.
  4. In the Default Project field, select the drop-down arrow and project.
  5. Select
    Save & Close
    .

Assign a Work Item to a Project

You can associate work items with projects. When you create a work items, this field is automatically populated with the name of the current project in which you are working. You can change a work item to a different project in either a single or multiple setting.
To assign a single work item to a project, edit the work item and select a new project value from the Project field drop-down list.
To edit the Project field using the multi-edit function, create a custom view that displays the Project field, then multi-edit your custom view.

Project Scoped Work Item Relationships

Work item
Project scoped relationships
User story
A user story may have:
  • A parent user story in the same parent project
  • Child user stories in the same child project
  • Defects or test cases in the same child projects
Defect
A defect may have:
  • A user story or test case in the same project or parent project
  • A duplicate in the same project, parent project, or child project
Defect suite
A defect suite may have a defect in the same project or child project.
Test case
A test case may have a work item such as a user story or a defect in the same project or parent project.