Plan view options

A plan can have many display configurations that change the way work items are presented. When you create a plan view or modify an existing plan view, you can choose to use one or more plan view options.

Bars

Display a status bar for each group based on Load, Progress (Hours), or Progress (Size). Load bars only work when grouped by owner or when the planned time is enabled. For progress bars, you can choose between progress based on hours or complexity.
Note: You must first configure groups for bars to display.
Work item group with Bar view.

Colors

Assign colors to specific query expressions to highlight aspects of work items. Expressions must follow the syntax of attribute:value, where the semi-colon means equals, so that the attribute has the exact value in the expression.
Note: The attribute portion of the expression is case-sensitive.

To select a color, click the arrow next to Colors. To change the Colors label, click the label and type a new label.

For example, to identify work items with a priority set to high, type priority:high in the field. Work items with a priority of High are colorized:

High-priority work item

Here is the same work item in a Taskboard:

Colorized work item in a Taskboard

You can use multiple conditions for different attributes to colorize work items that match all of the conditions. For example, if the expressions is priority:medium and severity:major, the work items that have both a priority of medium and a severity of major are colorized.
Note: If you use multiple conditions for the same attribute and both conditions are matched, the work items that match the first condition are highlighted. For example, if the expression is priority:high priority:low, the work items with priority set to high are colorized.
Note: For the Colors option, the search argument after a parameter contains English content by default. If you are using a non-English language, you must replace the English defaults with the target language for the colors to be effective. For example, if you select type:Defect, the word Defect must be in the target language.

Display

Use these views to display work items in a flat list, as a Kanban board or taskboard, or in a tree.
  • Flat: This view lists all work items.
  • Taskboard: This view gives a visual representation of work items. You can organize work items by dragging the cards across columns.
  • Kanban: This view is similar to the taskboard, but you can also set limits to the number of work items in each column. For more information, see Viewing work items with the Kanban board.
  • Tree: This view displays the hierarchical relationship of work items in a plan. Select a relationship from the list, where the first variable identifies the main node and the second variable identifies the sub-items of that node. In the Include children from other plans field, choose the levels of outplaced children (work items that are not part of the plan) that display under the parent work item. To display all outplaced children of the parent work item, choose Any depth.

Exclude

You can exclude work items to limit the number of work items that are shown. Although an item is excluded, it remains in the plan. Use this view to exclude work items by the following categories:
  • Assigned Items
  • Empty Groups
  • Estimated Items
  • Execution Items
  • Expression
  • Items from Sub-Iterations
  • Items from Sub-Teams
  • Owned by Me
  • Owned by Others
  • Plan Items
  • Resolved Items
  • Unchanged Items
Expressions must follow the syntax of attribute:value, where the semi-colon means equals, so that the attribute has the exact value in the expression.
Note: The attribute portion of the expression is case-sensitive.

Group

You can select an attribute by which work items are grouped. For instance, you can group by Owners to triage work, or you can group by Tags to see hotspots. Grouping options include the following categories:
  • Category
  • Folder
  • Iteration
  • Owner
  • Planned Time
  • Priority
  • Tags
  • Teams

Plan check

Plan checks analyze your plan and flag potential planning issues. Use this option to check for scheduling problems, invalid estimates, and priority mismatches.

Select from the following:
  • Cross-Project Planning Problems Check: This option displays warnings for cross-project plans when any of the following conditions are true:
    • The rolled-up schedule for an item on the plan exceeds the end date of the iteration that the plan is associated with.
    • The “planned for” date for an item on the plan exceeds the plan's iteration end date.
    • The rolled-up schedule for an item on the plan exceeds the due date specified on the item.
  • Invalid Estimate Check: If the value for Time Remaining is more than the value of the estimate, a warning is displayed. If you use Time Spent for your project (rather than Time Remaining), this check does not happen.
  • Planning Problems Check: If a problem exists with the schedule of work items in a plan, a warning is displayed. For example, a warning is displayed if a work item is scheduled after its due date, has no estimate, scheduled after the iteration ends, or if the due date has passed.
  • Priority Mismatch: If the priority of a parent work item is not the same as its child work items, a warning is displayed.
  • Traditional Planning Check: This option displays warnings for traditional planning when any of the following conditions are true:
    • The start and finish dates are not within the constraints of the Start No Earlier and Finish No Later parameters.
    • A work item owner is not allocated to the project.
    • A work item owner is used to full capacity within the current project allocation.
    • Time is entered for the successor work item before the predecessor work item is complete.
    • Work item predecessors planned for different iterations are ignored in the current work item schedule.
    • A dependency is created between parent and child work items.

Sorting

You can define how items are sorted. Sort work items by the following categories:
  • Estimate
  • Explicit Ranking
  • Planned Time
  • Priority
  • Ranking
  • User Defined
Note: The User Defined option preserves the order of work items as you arrange them by dragging and dropping, even after you change views.
Related tasks:
Creating plan views
Configuring existing plan views

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