The plan overview page is used to collect
unstructured information that applies to the iteration plan. This
can include the iteration objectives, schedule and team role information,
explanation of deliverables, links to work items, and other planning
documents. Use wiki editing syntax to format the text and content
of the page. Merge changes with other concurrent users, if necessary.
Before you begin
This topic assumes that you have a plan
for an associated team area and iteration.
About this task
To create an overview:
- In the Team Artifacts view, expand
the Plans folder and double-click an iteration
plan.
- In the plan editor, click the Overview tab.
- Click the start editing link or
the Edit Overview icon.

- To create headings and formatted text, use the text formatting syntax,
or press Ctrl+space to view and select available
formatting options at any location on the page.
- Examples of plan overview content include:
- Objectives or purpose of the iteration
- List of deliverables for the iteration
- Descriptions of the features that are targeted for the iteration
- Issues
- Key schedule dates
- Stakeholders and other contacts
- Links to supporting documents, such as use cases, requirements,
and test plans
- Drag a work item from the Work Item view to an iteration
plan page to create a link to the work item.
- To create a work item from text in the overview:
- Drag the cursor across text to highlight it.
- Right-click the highlighted text and click Insert
Work Item.
- In the Select Work Item window, click Create
new work item.
- In the Create Work Item window, select a type and type
a summary. In the Filed Against field, select
a work item category. Optionally, add a description and enter severity
and "found in" information. Click OK.
- To link to an existing work item:
- Right-click in the overview and click Insert
Work Item.
- Clear the Show check boxes, if
necessary, and type key words that match the work item summary.
- Select an entry in the Matching work items list
and click OK.
- To insert an attachment in the overview page:
- Expand the Attachments section
and click
to add the attachment.
- Right-click in the overview page and click Insert
Attachment; and then select the attachment.
- To close edit mode, in the editor toolbar click the Edit icon.

- To finish editing the overview, click Save .
What to do next
Merging concurrent changes
If another user
edits and saves changes to an overview while you are editing it, you
are prompted to merge the two versions when you save. The Compare
window opens. You can accept changes from the other user's version
into yours. When you commit the merge, your version becomes the current
version of the overview.