Question

we have a small team of dev working on web maintenance cases. They come in via email as bugs, features, inquiries. Most are very small jobs maybe changing a report or adding information to a report or feature on the portal.

There could be 2-6 ongoing yearly programs under each client running concurrently. There are no milestones the cases/programs dont' roll-up to each other. So since they are not using milestones i can't utilze any of the reporting functions or ebs.

• I need to be able to come up with some prioritiaztion method. (right now everything is the SAME)
• I need to generate some meaningingful reports.

Users are finally adding due dates to the cases and entering estimates.

I am new FB and am not sure how to manage this.

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Also, is there a way to unselect certain groups from showing up in the Time Report plug-in rpts? they have one group dedicated to General Dev - and it screws up the estimates.

Answer 1

In order to use the ship date, burn-down and other EBS reports, you need to assign milestones to cases. The milestones don't have to be literal "ship dates" for releases. You can use them merely to bundle cases together for reporting, and to put these bundles in order. You will also need to make sure to enter estimates (and log actuals) for all cases.

If you want, you can just use one milestone for each project you work on to show all cases for the project in the report. The default "Undecided" milestone doesn't show up in reports, so you will need to assign each case to your new one.

In the EBS reports, you can use the slider to select if you want to include just priority 1 cases, or 1+2, or 1-3, etc.

For your second question, I would contact the author of the plugin you're using for support.