Hi,

In the user and project dashboards, Is there a way see only items of a specific version?

In all the demos, the "project" tree is used to describe the components hierarchy of a product, not its version - so the version is just a pick list field.

When I open the project’s dashboard, I see all the items of the project (product), including ones that belong to previous version of the product - this is not very useful.

I believe that most project/dev managers need to know the status of specific version of a product.

 Same goes for the user's dashboard.

 Am I’m missing something here?

Hello Raviv,

What you describe is possible when using the User Dashboard, by combining your custom fields and a simple custom filter. The User Dashboard has a few quick filters to use, but you can use the same filters you use in OnTime to sort the data in the Dashboard.

At this point, it seems as if that you've already created a 'version' field of your own. If not, you'll have to design one that suits your company's specific needs.

Then, create a custom filter that will display to you the desired version data within your version custom field. You can even add a rule to the filter to only filter items from a particular project or projects. Save, and test your filter in the main view. Make sure that in the main view that your version filter is applied, and that you're seeing the desired data filtered by the version.

Once you have the version filter working properly, without turning off the filter, open up the User Dashboard. Initially you'll see 2 search/filter toolbars. In the top toolbar the rightmost icon is labeled upon mouseover as "Toggle between quick filtering and automatic filtering based on based on current OnTime filters". Click this icon, and you'll see that the second toolbar vanishes, and now the User Dashboard will display data based on the version filter you created.

That's how you can create a custom filter and apply it to the User Dashboard.

Let me know if you have any further questions, or need additional guidance.

Hi Tom,

Thanks for the quick reply.

I'm glad to hear there is a way but I must say that basing the results of the dashboard, on the current filter is a strange choice of UI.

Why not let me choose the filter in the dashboard, or at least select a default filter for it, so developers don't have to switch filters before opening the dashboard?

What about the project dashboard? Seeing items from all versions in it doesn't help much. How do you use it at Axosoft?

I believe most R&D managers would like to see the status of a specific version of the project - current, planned, etc.

Thanks,

Raviv.

Also, this means I have to be in the right filter in all tabs (bugs, features, tasks) in order for the dashboard to show current version only.

Assuming you use OnTime internally, as you should, how are you handling version numbers?

Thanks Again,

Raviv.

Hello Raviv,

I agree that it seems logical to have multiple filters selectable directly from the User Dashboard. I can also see the benefit of being able to sort through items in the project dashboard based on a custom field called 'versions', or another similar field.

You should submit both of those ideas in our Customer Portal under 'Requested Features" so they can be specifically considered in future releases of OnTime. That way you can always log into the Portal and check up on the status of those requests. Here's a link to that section of our Customer Portal:

 http://community.axosoft.com/iframe.aspx?Tab=Features

I'm not exactly sure how others here at Axosoft personally use the dashboard to see different versions, as that would be more of a development process. I know we have custom fields that we use to determine versions, and as far as I can tell our process works for us. Perhaps one of our developers could offer you more insight into their process, I'll ask if anyone can comment on this for you.