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3SL Web-based newsletter for August 2005 [Cradle 5.2]

Phase Hierarchy Extensions

The phase hierarchy is a mechanism that allows a project to create its own, project-specific, hierarchy of terms that appear in the UIs of the Toolset, WorkBench and Web Access and which would depict the project’s process, perhaps described by:
  • Phases, containing:
    • Activities
    • Tasks
  • Reviews, containing:
    • Checklists
    • Deliverables

The elements of the phase hierarchy can be anything that the project finds useful, but it is usual for it to contain the process and reviews and their components.

Each element of the phase hierarchy can be:
  1. A folder, that contains other phase hierarchy nodes
  2. A query, that runs a specified query and presents the result:
    • Either as a subtree of items directly in the phase hierarchy
    • As a view specified by the phase hierarchy node, or by the query itself
    • As a collection of open items
  3. A matrix, which is run and produces the appropriate display
  4. A report, which contains either a query, a matrix or a metric and is run and:
    • Produces the appropriate display
    • Generates an HTML, RTF or CSV output file which is either to a specified location or a temporary file
  5. A command, which runs a specified command, optionally using Command Directives to introduce variability into the command that is run
  6. A document, which uses the Document Publisher to generate a specified document

This new range of options for the phase hierarchy considerably increases the scope and flexibility of the facility, particularly for larger projects with complex processes. It eliminates the need for users to remember which specific queries and views need to be used to gain access to the information that they need to work on. It also eases the preparation of materials for customer reporting or internal reviews, to clicking a list of pre-defined deliverables.

Users should note that the use of metric reports needs a Cradle-MET licence and generating documents from the phase hierarchy needs a Cradle-DOC licence.

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