Creating a plan overview

The iteration 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.
This topic assumes that you have an iteration plan for an associated team area and iteration.
To create an overview:
  1. In the Team Artifacts view, expand the Plans folder and double-click an iteration plan.
  2. In the plan editor, click the Overview tab.
  3. Click the start editing link or the Edit Overview icon.
  4. Use the text formatting syntax to create headings and formatted text, or press Ctrl+space to view and select available formatting options at any location on the page.
  5. Examples of iteration 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
  6. Drag a work item from the Work Item view to an iteration plan page to create a link to the work item.
  7. To create a work item from text in the overview:
    1. Drag the cursor across text to highlight it.
    2. Right-click on the highlighted text and click Insert Work Item.
    3. In the Select Work Item window, click Create new work item.
    4. 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.
  8. To link to an existing work item:
    1. Right-click in the overview and click Insert Work Item.
    2. Clear the Show check boxes, if necessary, and type key words that match the work item summary.
    3. Select an entry in the Matching work items list and click OK.
  9. To close edit mode, click the Edit icon in the editor toolbar.
  10. Click Save to finish editing the overview.

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.

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