The Process Dashboard is continually being developed and extended - both
through open-source contributions, and through sponsored enhancements from organizations that
generously support open source development. Since the last official release
of the dashboard, the following changes have been released for use by
stakeholders and other interested individuals:
Changes in build 2.6.7
- The Task & Schedule window now offers an option to sort tasks
by label. This makes it possible to sort tasks based on the values
that were entered in a custom WBS column.
- The dashboard creates many small files to store project data. The
number of files in a personal dashboard can grow large over time,
which can result in slower startup and shutdown operations. To
improve performance, two changes have been introduced:
- In the past, the dashboard would eagerly create an empty file
for the storage of defects for each component and task within a
project. These files would remain empty until the first defect
was logged against a given component or task. Starting with this
version, the empty files are no longer created; instead, the
files are only created when a defect is logged.
- When a project, component, or task is deleted, the dashboard has
historically retained the underlying data files (removing the
pointers to the files, but not the files themselves). The
intent of this behavior was to support manual data recovery
efforts after an accidental deletion; but this redundancy is
unnecessary because the deleted files are already being retained
in incremental backups. Starting with this version,
unreferenced data files will be cleaned up each time the
dashboard shuts down.
- Fixes were provided for bugs
Changes in build 2.6.6
- The dashboard supports a new "bundled" data storage
implementation, which can improve performance (especially startup and
shutdown time) over slow networks.
- A new option has been added to the Project Parameters and Settings
page, allowing an individual to request an automatic "Sort by
Milestone" after each WBS sync operation.
- In certain unusual situations, a coach or other individual might
want to join a team project more than once from the same personal
dashboard. Better support has been added for that usage model.
- Fixes were provided for bugs
Changes in build 18.104.22.168
Changes in build 2.6.5
- In the WBS Editor and Planning Accelerator, the "Export to Excel"
functionality now includes information on workflows, size metrics,
proxy tables, milestones, and team member availability.
- If the task percentages in a workflow do not add up to 100%, the
workflow editor will now display the actual sum for informational
purposes. If desired, you can normalize the percentages by
double-clicking that sum, or by clicking the new "%" button on the
- Fixes were provided for bugs
Changes in build 2.6.4
- In the Task & Schedule Flat View, a new option is provided to
sort tasks using temporary tags.
- When running from the Enterprise Server, the dashboard will now
perform periodic checks to see if software updates are available. If
so, it will offer to apply the update and restart.
- Fixes were provided for bugs
Changes in build 2.6.3
- It is now possible to edit the list of size metrics used by a
- High-maturity software teams can create new size metrics to
support specific planning and tracking goals.
- Teams who work in disciplines other than software can create
size metrics to precisely support their planning and tracking
- Upgrade considerations:
- Upgrading to version 2.6.3 will not affect current or
historical team projects, which will continue to use the
list of size metrics defined by their metrics collection
- Team projects that are created or relaunched after
upgrading will include support for custom size metrics.
To create, rename, or delete metrics, just choose "Edit
Size Metrics" from the WBS Editor "Workflow" menu.
- Individuals who have created
personal projects can use
custom size metrics in those projects simply by
- A fix was provided for bug
Changes in build 2.6.2
- In the Time and Defect Log Editors, the first column has
historically displayed the full path of the task where an item was
logged. This column now uses intelligent abbreviation, making the
table easier to read.
- The Workflow Process Analysis report now includes a navigation
link to quickly switch between different workflows.
- In the personal dashboard, the Workflow Process Analysis report is
calculated from the data that was most recently exported. So for
convenience, the report now performs a quick "export my data"
operation in the background as it is opened.
- In the WBS Editor, the name of the "PROBE Task" option does not convey
an obvious meaning to people outside the PSP/TSP community. So to improve
usability, this option has been renamed to "High-Maturity Planning Task"
- Fixes were provided for bugs
Changes in build 2.6.1
- The dashboard's integration logic with JIRA, TFS, and Azure has
been enhanced to support the creation of new issues/work items from
within the WBS Editor.
- When you create an earned value rollup that includes multiple
iterations of a relaunched project, the EV report will show a merged
view of components that spanned multiple iterations.
Changes in build 2.6
- A new "Add Link" option makes it easy to add items to the script menu.
An 'edit' icon is also displayed on these custom links, making it easy to
- Fixes were provided for bugs
Changes in build 2.5.7
- The toolbar in the WBS Editor has been reorganized onto two rows. This
prevents toolbar buttons from disappearing behind the tabbed pane, resolving a
longstanding usability problem.
- A new, standalone WBS Editor is available. This application makes it
possible for coaches to perform a TSP-style launch planning session with any
team (even if they don't use the Process Dashboard) to rapidly create a
detailed, evidence-based plan for project work. The standalone WBS
- Can be launched by double-clicking the app file. (Java must be
installed on the computer; but no installation process is needed
for the WBS application itself.)
- Opens with a window showing a new, empty project. The File menu offers
traditional options like New, Open, and Save As.
- Offers a dramatically simpler set of node types, removing items (like
the PSP and PROBE tasks) that aren't of interest to non-dashboard
- Enables teams to experiment with scope and schedule to produce a
capacity-driven release plan.
- Saves plans into ZIP files, and supports Export to Excel.
- Improved integration logic is available to synchronize data between the
Process Dashboard and external systems, including Jira, TFS, and Azure.
Organizations that are interested in this functionality are encouraged to
contact the development team.
- A fix was provided for bug
Changes in build 2.5.6
- In upcoming releases of the dashboard, metrics collection frameworks will
become a much less central concept. In anticipation, the MCF name has been
removed from the items that appear in the script menu. (Coaches who need to
check the MCF of a particular project can find it on the Project Parameters
and Settings page.)
- The dashboard's interactions with the Enterprise Server received a number
of security upgrades in keeping with current best practices.
Changes in build 2.5.5
- The Process Dashboard now supports the creation and use of
metrics frameworks that exclude some
or all of the PSP phases. The WBS Editor will hide the pentagonal "PSP Task"
type for projects that use a PSP-incompatible framework.
- The completion checkbox (on the main dashboard toolbar) now makes it easy
to enter a specific day and time when a task was completed. Just press the
"Ctrl" key while clicking the checkbox.
- When a task has been deleted from the WBS or reassigned to someone else,
the "Sync Work Breakdown Structure" operation asks for your permission to
delete the element from your personal plan. A new option on the project
parameters and settings page allows you to disable this permission step if you
desire (essentially auto-approving future task deletions).
- The LOC Counter generates a report with redlines, showing the lines of
code that have been added and deleted. Now, this report allows the
interleaving sections of unmodified code to be expanded and collapsed, making
it easier to focus on the changes themselves.
Changes in build 2.5.4
- Personal projects are now available, enabling
high-performing individuals to leverage the dashboard's sophisticated
planning, tracking, and analysis tools for independent work:
- Personal projects can be quickly and easily created by selecting
" → New Project."
- Individuals can plan and track their work using the WBS Editor,
workflows, milestones, and all of the other tools that have
traditionally only been available on team projects. These tools have
been tailored for improved usability in these new single-person
- Fixes were provided for bugs
Changes in build 2.5.3
- On new team projects (created after the installation of this update), team
members can enter planned and actual size directly in the WBS Editor. This
provides a number of significant benefits:
- The WBS allows much easier data entry than the old size management
approach, which centered around the Size Inventory Form. (Users can
still enter data on the Size Inventory Form if desired, but the WBS is
now the official system of record.)
- Using the WBS makes it easier to review size data for completeness and
accuracy. (This task was extremely difficult in the past when size
data was scattered across Size Inventory Forms in multiple personal
- Using the WBS makes it possible to enter size data for a component
written by someone else. (For example, one person on the team could
now measure and enter the actual sizes of all components that were
finished during the previous cycle.)
- After a hard drive crash, an individual might have to create a new
personal dashboard and rejoin the team project. The joining process now
includes a check for this scenario, and asks the individual if they would like
to restore their time and defect log entries from before the crash.
- Fixes were provided for bugs
Changes in build 2.5.2
- A number of enhancements have been made to earned value baselines:
- The Task & Schedule window will now allow you to save a periodic
snapshot of your plan without altering the official baseline.
- Two new charts scan the baselines/snapshots that have been saved for a
team project, and illustrate how the planned effort and planned
completion date have evolved over time.
- The Team Dashboard now automatically saves EV snapshots when a team
project is starting, and periodically thereafter. If a team forgets
to save a baseline of their plan after the launch, they can select one
of these automatic snapshots later as their official baseline.
- In the Task & Schedule window, when choosing "Tools → Manage
Baselines/Snapshots," teams can now view an EV report for one of their
historically saved baselines. If the number of baselines is large,
this makes it possible to identify the data each baseline
- The storage of baselines has been improved. In the past, a Team
Dashboard would use more memory when it contained a large number of
saved baselines. This problem has been resolved.
- A new button makes it easy for individuals to sort their Flat View tasks
into milestone order.
Changes in build 2.5.1
- A new file-based mechanism has been introduced for inviting team members
to join a project. This mechanism is easier to use in organizations that
employ tight network firewalls.
- When an individual is joining a team project, autocompletion hints are now
provided to help them pick the initials that were assigned in the team member
- On Windows, better support is now provided for third-party Java 11
- A fix was provided for bug
Changes in build 2.5
- The WBS Editor now remembers the preferred width of various columns on
- The dashboard installer has been updated to reflect the recent release
of PSP and TSP materials under a Creative Commons license.
- The documentation in the users manual has been brought up to date.
Changes in build 2.4.6
- The Earned Value report now includes an option to hide cost information.
This can be useful if you need to share progress/status with a customer or
stakeholder, but you don't want them to be able to reverse-engineer your
hourly rate. To use this feature, click the "Customize" link on the earned
value report and check the box to hide cost data.
Changes in build 2.4.5
- In the Team Dashboard, the Team Project Rollup Plan Summary report now
includes a "Workflow Summary" section. This section displays aggregated data
for all of the components in a project that use a particular workflow.
- In the past, all rollups on the team project summary were aligned to
the phases in the metrics collection framework. Since this report is
aligned to the phases in a workflow instead, it gives the team more
flexibility to analyze their work using the custom processes they've
defined. And in particular, this new section enables a team to
perform a workflow-driven quality plan for a project.
- The format of this new section is similar to the Summary page of the
"Workflow Process Analysis" report. But that report shows data for
completed components from all projects, while this
report shows data for all components (complete or incomplete)
in the current project.
- The new "Workflow Summary" section has been added to the default Plan
Summary report. Teams that have customized their report (by clicking
the "Edit this page" icon that appears in the top-right corner of the
page) will need to add a new "Workflow Summary" element to their
- Before the workflow quality plan can be displayed for a particular
team project, it will be necessary to upgrade to version 2.4.5, then
open the WBS for the given project at least once, and save a change to
- The Project Data Scanner now includes a section listing components whose
final workflow task was marked complete, but which have earlier tasks that
weren't closed, or that have no time logged.
- The LOC counter can now count changes between various commits in a Git
- The Defect Log Editor now provides a button to add a new defect.
- After you apply a workflow in the WBS that spreads time across phases, you
may wish to delete a few steps that aren't needed for the component in
question. When you do, the time from the deleted tasks will now be spread
across the remaining tasks based on phase percentages, leaving the overall
component estimate unchanged.
- The WBS Editor will now preserve workflow types when you copy tasks from
one project to another, as long as the workflow names and step names match
Changes in build 2.4.4
- A "Zoom" feature is now available in the WBS Editor.
- The main dashboard toolbar now includes a "Find Task" button for added
convenience, and the WBS Editor toolbar now includes a "Save" button.
- When a workflow includes a PROBE task, the component plan summary in the
personal dashboard will now calculate a quality plan with estimated defects
injected and removed by phase. (The parameters that drive this quality plan
can be edited in the "Common Team Workflows" window, by toggling the display of
optional columns for estimated yield and estimated defects injected per
- When you choose the "Earned Value Charts" option from the script menu, it
will now display charts in an interactive rich-client window. (In the past, it
displayed a webpage with a gallery of EV charts.)
- Fixes were provided for bugs
Changes in build 2.4.3
- The Process Dashboard has traditionally used a cross-platform visual theme
that looks slightly different from other applications. Some people notice
this difference and mistake the dashboard for an old/legacy windows app; and
this can lead new teams to perceive TSP as a "dated" technology. To avoid
this misperception, the dashboard now displays user interfaces with an
updated, OS-native theme on Microsoft Windows. Users who prefer the old style
can switch back by opening the Preferences dialog and checking the "Use
cross-platform visual theme" box.
- Many changes have been made under-the-hood to improve the reliability and
security of various web-based tools and APIs.
- For organizations who use the Process Dashboard Enterprise Server, a new
launcher is available that removes the dependency on Java Web Start. The new
launcher opens faster, and is more forgiving of nonstandard configurations in
the locally installed Java runtime. It also positions organizations to be
prepared for the upcoming release of Java 11, which will remove Web Start
- Fixes were provided for bugs
Changes in build 2.4.2
- New, prototype integration has been added between the Team Dashboard and
external systems (such as TFS or JIRA). Organizations that are interested in
this functionality are encouraged to contact the
- A new "Open Link" button on the WBS Editor toolbar makes it easy to
quickly visit any external websites associated with the currently selected
item (for example, when URLs are embedded in the task note).
- The performance of the "Sync to WBS" operation has been dramatically
improved for personal dashboards that contain a lot of historical data.
- Fixes were provided for bugs
Changes in build 2.4.1
- A new Visual Studio plugin is available, making it possible for developers
to interact with the Process Dashboard and collect data without leaving their
IDE. Contact the development team if you would
like to help pilot this new functionality. If you use a different IDE and are
interested in developing a similar plugin, please contact the development team
for information about the new REST APIs that support this goal.
- The defect creation window now stays on top of other windows, making it
easier to capture defect data while you are working in another program like an
IDE. In addition, the window displays a label indicating the project and
component that the defect is being logged against.
- The dashboard has historically displayed notifications for certain events
(like the need to perform a "Sync," or an invitation to join a new project).
Now, these notifications are also displayed as "toast" popups near the system
- A fix was provided for bug
Changes in build 2.4
- The configuration menu has historically been displayed as the single
letter "C" to save space. Now, it uses the icon, an
industry-standard representation for a menu of advanced and less-commonly-used
- Spanish translations are now provided for many of the menus, labels, and
messages in the Work Breakdown Structure Editor.
- The documentation in the users manual has been brought up to date.
- Fixes were provided for bugs
Changes in build 2.3.5
- In the WBS Editor, better autocompletion support is provided for editing
labels and custom column values.
- The Localization Tool now supports entering translations for menus,
labels, and messages in the Work Breakdown Structure Editor.
- A fix was provided for bug
Changes in build 2.3.4
- The speed and responsiveness of several WBS editing operations (including
insert, rename, move up/down, cut/copy/paste, and delete) have been
significantly improved for large projects.
- The Find operation in the WBS has been extended to search in any column
(including custom columns), and a Replace feature has been added as well.
- When more than one person is assigned to a task (such as an inspection),
it is helpful for an individual to know which other people they are
collaborating with. Now, this information is readily available from the task
dependency indicator on the main dashboard toolbar. It is also displayed in
the dependency column of the Task & Schedule window and the EV
- In the Team Dashboard, the "File → Alter Project" menu now includes
an option to close a project. This can be helpful if work is ending on a
given project, and it does not need to be relaunched for an additional
- In the Gantt chart, you can now click the configuration icon (which
appears on the top-right of the chart) and toggle the display of optional
"Assigned To" and "Milestone" columns. These can be especially helpful
when printing or taking a screen capture of the Gantt chart.
- If you open a Gantt chart by clicking on a bar in the EV Milestones chart,
the Gantt chart will display a line for the milestone commit date.
- In the Time Card dialog, the columns depicting weekends now have a
different background color. This assists with the process of reviewing time
log data and correcting errors.
Changes in build 2.3.3
- Since 1.14.7, the WBS Editor has provided a filtering function. That
filtering function has been enhanced:
- When a filter is in effect, columns sums now respect the filter. For
example, when the "Time" column displays the total time for the
project or for a particular subcomponent, the displayed totals will
only include time from the visible children that matched the
- Many columns allow you to edit the total value on a parent component,
and will automatically scale the values on children to satisfy your
change. When a filter is in effect, this scaling operation will no
longer affect rows that were hidden by the filter. (This effectively
shields filtered components and tasks from most editing
- If you have created custom columns in the WBS, you can now filter the
WBS based on data entered into those columns.
- Simpler, streamlined controls have been provided for hiding completed
tasks, and for narrowing the view to tasks performed by particular
- A new "Show Related Tasks" option makes it possible to display all of
the tasks under components that matched the filter.
- The Process Dashboard has been upgraded to be Java-9-ready. Individuals
who install an early access release of Java 9 can now run the dashboard in
- When running in Java 9, the dashboard supports smooth scaling of the user
interface for HiDPI monitors.
Changes in build 2.3.2
- The Team Dashboard now includes a comprehensive framework for role-based
The default, out-of-the-box behavior of the Team Dashboard remains unchanged.
But if teams wish to lock down their Team Dashboard, these new controls make
- A fine-grained permission hierarchy has been introduced. This
includes permissions for editing particular items (for example, "who
is allowed to modify milestones?") and for viewing sensitive data (for
example, "who is allowed to view the defect log?"). The list of
permissions is extensible, so new controls can be added in the
- A user interface is provided for defining roles, and stating the
permissions that each role should be granted.
- Finally, a user interface is provided for listing users and assigning
them roles. When users open the Team Dashboard or Work Breakdown
Structure, their actions will be subject to the role-based permissions
they have been granted.
- A "Time Log" section has been added to the Rollup Plan Summary Report in
the Team Dashboard. This makes it possible to export the team time log to
Excel, and to see views of the team time log that are filtered by label or
New teams will see this option right away.
If existing teams have customized the Rollup Plan Summary (by clicking the
"Edit this page" icon in the top-right corner of the report), their local
customizatons will override the addition of the "Time Log" section to the
default report structure. Those teams will need to edit their customized
report and add a "Time Log" element.
Changes in build 2.3.1
- The Team Dashboard now includes a feature to define groups of users.
These can be used for many purposes: for example, to describe people from
different parts of the organization, different project subteams, or different
engineering disciplines. Once groups have been defined, reports can be
filtered to show data from a particular group.
Changes in build 2.3
- The documentation in the users manual has been brought up to date.
- When the Tasks In Progress chart has been customized to color the discs by individual, those
colors are now assigned more consistently (so a given individual is likely to
be assigned the same color from week to week).
Changes in build 2.2.8
- The Workflow Process Analysis report is now visible in the personal
dashboard. This makes it easier for individuals to monitor trends in their
historical data in support of personal process improvement.
- The "Rate" column in the team workflow editor is only useful for very
advanced teams (who have historical productivity data, and who are skilled
enough to produce accurate size estimates during a launch). But even for
those teams, its use is discouraged (since proxy
estimation tables provide a significantly more robust way to produce size
and time estimates). In recognition of these factors, the "Rate" column is
now hidden on new projects by default. Teams that wish to use it can easily
reenable it by clicking the column selection button on the toolbar of the
Workflow Editor window.
- The Workflow Process Analysis chart now contains charts that show
histograms of actual size and time. If you click on these charts, you can
view a table of underlying data that can be useful for populating proxy
- Fixes were provided for bugs
Changes in build 2.2.7
- The Workflow Process Analysis report has been significantly enhanced:
These reports are available at the team level by selecting the "Workflow
Process Analysis" option on the main Team Dashboard window. They are also
available to individuals in the personal dashboard for any component whose
workflow includes a PROBE phase; just click the "Show To Date Metrics" link
that appears on the Plan Summary for the component.
- The report now displays an extensive collection of charts that show
various process metrics, and demonstrate how those metrics have
changed over time.
- Powerful filtering options are provided to adjust the list of
components and tasks that should be included in the various charts
Changes in build 2.2.6
- The main dashboard toolbar now includes an "Add Task" button. This makes
it easy to quickly add a task to your plan without opening the WBS Editor
- A new editor makes it possible to configure process mappings between
workflows. These mappings can be used to:
To view and edit these mappings, click the "Configuration" link on the
Workflow Process Analysis report, then click the link to edit workflow
- Document the evolution of a process when a team modifies the steps in
- Combine data from several related workflows to produce consolidated
- Leverage historical data from old workflows for PROBE planning of new
- A mobile/smartphone application is available for use with the Process
Dashboard. The mobile app works alongside the Process Dashboard, making it
possible to perform a number of common tasks from an iPhone®,
iPad®, or AndroidTM device:
To get started with the mobile app, open the personal dashboard and choose "C
→ Tools → Mobile App." The mobile app requires the use of the
Process Dashboard Enterprise
Server, version 3.6.0 or higher.
- Reviewing the list of tasks you're responsible for
- Logging task time, and editing past time logs
- Updating the estimated time for a task
- Marking tasks complete
- A fix was provided for bug
Changes in build 2.2.5
- It is now possible to specify fixed times and minimum times for selected
steps in a team workflow. To use this feature, click the icon that appears in
the top-right corner of the Workflow Editor (just above the vertical scroll
bar), and enable the "Min Time" column. Then enter minimum times as needed.
(To specify a fixed time, enter a minimum for a task that was otherwise
assigned zero percent of the overall workflow.)
- The defect timer and the main timer now work more closely together to help
you collect accurate data:
- If you start timing a defect, the dashboard will start the main timer
automatically. If the main timer is pointing at a different task, the
dashboard will ask you if you'd like to switch to the task where this
defect was logged.
- If you are timing a defect and you change the main timer to log time
to an unrelated task, the defect timer will pause automatically.
- A monthly earned value status report is now available. This shows data in
a format similar to the weekly report, but for an entire calendar month
instead. It can be useful for tracking and communicating progress on a
larger, longer term project.
Changes in build 2.2.4
- The filter dialog in the WBS Editor now includes an option to show tasks
that have not been assigned to any milestone.
- If a defect is logged to the wrong component/task, you can now use
drag-and-drop in the Defect Log to move the defect to the correct
- Since version 2.0.2, the Team Dashboard has provided automatic labels
called "Completed_Tasks" and "Completed_Components". These labels make it
simple to filter the team reports so they only show data for completed work.
Now, these labels are available in the personal dashboard as well.
- In the past, deleting all tasks from underneath a WBS component could
sometimes cause the component's size estimate to be lost. This problem has
Changes in build 2.2.3
- The Project Data Scanner report now includes a check for workflow steps
that may have been skipped. Specifically, it displays incomplete tasks which
are followed by completed tasks from the same workflow. This section of the
report can help coaches, team leaders, and role managers to monitor process
- The embedded data warehouse now includes information about saved
baselines, including baseline dates and cost estimates.
- A fix was provided for bug
Changes in build 2.2.2
- The dashboard includes a fundamental enhancement to the way defect data is
collected and analyzed:
- When individuals log a defect within a team project, the "injected"
and "removed" selectors will now allow them to choose phases from the
team's defined workflows. (Previously, individuals were required to
select a phase from the underlying metrics framework, such as
- The Workflow Process Analysis report now displays information about
the number of defects that were injected and removed in each phase of
a workflow, along with advanced quality metrics such as phase yield
and defect injection/removal rates.
- The Relaunch Wizard now provides better handling for PSP tasks that are
in-progress when a project is relaunched.
- The dashboard now provides improved support for individuals who work
offline, or who experience intermittent connectivity to the team network data
Changes in build 2.2.1
- The WBS Editor now includes a "Collapse All" button on the toolbar.
- When you create or edit a defect, you can enter URLs to external websites
in the defect description. These URLs can be used to link the defect to
supporting references in a corporate defect tracker, a requirements management
system, or any other web-based system. When such URLs are present, new
dashboard features make them easier to use:
- When viewing or editing the details for a particular defect, a
hyperlink icon will appear over the "Description" pane. Clicking that
icon allows you to quickly open the hyperlinks that appear in the
- When the defect log is displayed in the web browser, the hyperlinks
will be made "clickable."
- When defects are imported from ReviewBoard, the description will now
include the filename and line number that each defect was logged against, as
well as a hyperlink to the issue in ReviewBoard.
- The Tasks In Progress chart now offers a
customization setting to color discs by assigned individual. Enabling this
option makes it easier to see if a particular individual has a large number of
- If the user starts the timer and then marks a task complete before a full
minute has passed, the dashboard will now round the time log entry up to one
minute if no time has ever been logged to that task in the past. This
captures an individual's intent more accurately when a given project task
requires a very short period of time.
- The embedded data warehouse now includes information about project
milestones, as well as task dependencies.
- Fixes were provided for bugs
Changes in build 2.2
- The Help files have been updated to reflect all current enhancements and
- Fixes were provided for bugs
Changes in build 2.1.14
- It is now possible to create custom data columns in the Work Breakdown
Structure Editor. These can be used to tag WBS elements with team- or
organization-specific attributes, such as priority, relevant subsystem, issue
tracker ID, etc. (The values entered can be used to filter team reports, and
are also accessible to data warehouse queries.) To create a new column, choose
"Custom Columns" from the "Tabs" menu in the WBS Editor.
- After a computer crash or other unexpected event, the dashboard may find
corrupt files in its data directory. Although rare, these events could leave a
user with a broken dataset, displaying error messages on each subsequent
startup about "Could not parse null." New logic has been added to help users
recover from these external corruption events, by restoring the last known
good version of a corrupted file from historical backups. When such a repair
is made, the user will be shown a warning about the problem, encouraging them
to review recently entered data for completeness.
Changes in build 2.1.13
- The Project Data Scanner report now includes a chart showing the
cumulative defect removal curve for a team project.
- REST APIs are now provided to open the defect dialog and to mark tasks
Changes in build 2.1.12
- It is now possible to export defect type standards to an XML file, then
import them into another team or personal dashboard.
- Fixes were provided for bugs
Changes in build 2.1.11
- The Team Dashboard contains a new "Project Data Scanner" report, which
analyzes team project data to look for common problems and highlight
opportunties for improvement. This is a preliminary version of the report to
illustrate the core concept; additional analyses will be added to the report
in the future. If you have ideas for new analyses, please contact Tuma
Solutions so they can be added in a future release.
- In the personal dashboard, the Hierarchy Editor now allows individuals to
move team projects to a different folder, by using the "Cut" and "Paste"
buttons. Individuals can use this to move old project cycles to an "archive"
Changes in build 2.1.10
- In the WBS Editor, the File menu now includes an option to "Highlight
and Review Changes." This option can flag all of the cells that have been
modified since a certain date. Selecting a flagged cell then displays the
history of how the value has changed over time, along with the name of the
individual who made each change.
- The Relaunch Wizard should not be run against a data backup ZIP file
opened in the Quick Launcher, because it would truly relaunch the real
project files out on the network. To help people avoid this mistake, the
Relaunch Wizard now includes a check for this condition.
Changes in build 2.1.9
- A new report is available that displays a chronological list of changes
that have been made to the WBS of a team project. The report displays
information about tasks that have been added, deleted, and modified, and shows
changes to the planned time for various WBS items.
- When you open the WBS Editor from a personal dashboard, it will now
automatically select the task in the WBS that is currently active on the main
- A fix was provided for bug
Changes in build 2.1.8
- In the past, organizations that created their own custom metrics
collection frameworks were required to refresh those frameworks each time a
new version of the dashboard was released. This task is no longer necessary;
teams will enjoy the full benefits of each new version simply by upgrading the
Changes in build 2.1.7
- In the WBS Editor, you can now choose a subset of the team and focus the
colored balancing bar on those individuals. This makes it possible to see
optimized balanced completion dates for a subgroup of people on a
multidisciplinary team (for example, just the developers or just the testers).
Subteams can be saved for use in future WBS editing sessions.
- The active task selector now dynamically moves older tasks into a
"Completed Items" submenu. This reduces clutter and makes it easier to focus
on active tasks. Users can configure the length of time that should pass
before a completed task is moved into this menu.
- The active task selector has always allowed users to navigate either
hierarchically or within an EV task list. Now, the task list navigation mode
supports rolled-up task lists. This allows users who are matrixed across
several projects to navigate within an EV rollup they've created of their
- When you relaunch a project, the Relaunch Wizard will now bring forward
project-specific settings such as the quality planning parameters and the team
defect type standard.
- In organizations that use ReviewBoard, it is now possible to deploy an
organization-wide default value for the ReviewBoard server URL.
- A fix was provided for bug
Changes in build 2.1.6
- The WBS Editor now provides a "Reapply Workflow" menu option. This can
find tasks in the WBS that were created by applying a workflow in the past,
and update those tasks based on the current workflow definition, to include:
- Inserting new workflow steps in the right order
- Updating the names and types of workflow steps that have changed
- Rearranging workflow steps if necessary
- Deleting WBS tasks for workflow steps that have been deleted
- Automatically assigning new tasks to individuals based on previously
assigned workflow roles
- Reallocating time across tasks based on updated workflow rates and/or
- When a project contains a large number of workflows, the Workflow menu
would sometimes extend past the bottom of the screen. This problem (bug
#283) has been
corrected. In addition, a new menu item has been added to the Workflow menu
that allows the user to select and apply a workflow by typing its name, with
- A fix was provided for bug
Changes in build 2.1.5
- A number of new Earned Value charts have been added:
- A trend chart showing how the CPI has changed over time
- A variation on the Direct Time Trend chart which shows a line for each
- A variation on the Earned Value Trend chart which shows a line for
each team member
- A two-dimensional trend chart displaying the evolution of actual/plan
ratios for direct time and task cost
- The Cumulative Earned Value and Cumulative Direct Time charts now include
a "Replan" line.
- The buttons on the main toolbar now have larger icons when the "large
fonts" preference has been enabled, and the icon for the reports/scripts/tools
button has been updated to better suggest its function.
- Fixes were provided for bugs
Changes in build 2.1.4
- The WBS Editor includes several powerful new features to make assigning
and balancing work easier:
- The workflow editor includes a new "Performed By" column. You can
enter generic role names like "author," "reviewer," "tester," etc. in
this column; or if a specific person is always responsible for a
certain task, you can enter their initials. When the workflow is
applied to the WBS, team member initials result in automatic
assignments, and role names are displayed as placeholders. You can
click on a placeholder like «author» to assign an
individual to all of the matching tasks.
- In the past, the Assigned To column was only editable for leaf tasks.
Now, it is editable for parent components as well. This makes it
simple to reassign all of the tasks under a given component from one
person to another.
- Autocompletion support is provided in the Assigned To column as you
type the initials of the assigned team members.
- In the Task & Schedule window, you can now right-click on a task for a
menu of quick options:
- Open the time log or the defect log, pointing to the task in
- Copy information about the current task to the clipboard for pasting
into another program.
- In the Task & Schedule window, you can now use copy-and-paste to mark
several tasks complete with the same completion date.
- A fix was provided for bug
Changes in build 2.1.3
- The WBS Editor now includes a feature to create and edit
proxy tables, which can be used to quickly estimate the size and time of WBS
- The WBS Editor has historically allowed the creation of "leaf" components,
that have a time estimate but no subtasks; these are useful for many purposes
such as capacity analysis and strategic planning. Now, it is also possible to
assign such a component to one or more individuals, to model ownership and to
perform rough capacity planning at the personal level.
- When a project contains a large number of milestones, the "Balance Work
Through" menu could sometimes extend past the bottom of the screen, making it
impossible to select late-project milestones. This problem (bug
#267) has been
corrected. In addition, the WBS Editor will now remember the milestone you
were last balancing through, and restore it the next time you restart the WBS
Editor for that project. (Ref bug
- Fixes were provided for bugs
Changes in build 2.1.2
- Several enhancements were made to the WBS Editor:
- It is now possible to highlight an individual milestone to assist with
workload balancing: just click on a milestone segment in one of the
colored balancing bars.
- To visualize the workload balance of multiple milestones, you can now
choose to recolor the balancing bars by milestone (rather than by
- The WBS Editor now includes an option to hide the horizontal and
vertical bars that depict the balanced team duration.
- When you close and reopen the WBS Editor for a particular team
project, it will now remember the tab you were viewing and display the
same tab on startup.
- When the Task & Schedule window opens, it will automatically select
the row for the current week, and display it with a bold font.
- In the Chart dialog (accessible from the Task & Schedule window), you
can now right-click on a chart and choose "Copy" to copy the image to the
- By default, the dashboard will select the next task after you mark a task
complete. If this behavior is undesired, it can now be disabled via the
- When a forecast calculation produces a date far in the future, the earned
value charts would become difficult to read. Now, disabling the forecast line
will rescale the chart to focus on the lines that remain.
- The charts in the PROBE Wizard will now automatically adjust the zoom to
ensure that the bottom-left corner shows the point (0, 0).
- If the planned time in a process phase is zero, the quality model
calculations will now detect this scenario and plan for no defects to be
removed in that phase. B
- In the past, calculations for planned inspection rate/density would
utilize actual size data if any was present. This behavior has been disabled
by default, but teams can reenable it on the Project Parameters and Settings
page in the Team Dashboard. B
Changes in build 2.1.1
- The "Import from CSV" option in the WBS Editor can now import data into
any WBS data column. This can assist with the import of WBS data from external
- On the Workflow Process Analysis report, the filter to "Show data for this
project only" was not working properly. This defect has been corrected.
Changes in build 2.1
- When a team project has been relaunched, the team members will
automatically receive invitations to join the new project.
Changes in build 2.0.16
- When running from the Enterprise Server (version 3.4.0 or higher), the
dashboard can now display charts, reports, and data as it appeared at some
point in the past.
- The Workflow Process Analysis report can now display data for a single
team project, or from all projects.
- In certain unusual situations, a "task list missing" error can occur on a
team rollup. Now, that error includes a "Help" hyperlink with information on
how to fix the problem.
- A license is no longer required to view the enhanced charts in the Team
Changes in build 2.0.15
- The active task selector has been redesigned to make better use of
available space, and to better support complex projects with deep work
breakdown structures. The main window now displays as much of the active task
name as possible, and the portions that do not fit are displayed in an
- The "Find Task" functionality (available in the personal dashboard by
typing Ctrl-F) has been improved for better usability. Completed tasks are
indicated with a strikethrough, and past projects can be collapsed so they do
not participate in the search operation.
- The Size Estimating Template now includes a field for the entry of Total
Size. This field reminds developers to enter the value during Postmortem,
helping them to avoid a common data entry error.
- A new user preference enables the main window's title bar to display
timing information for the currently active task.
Changes in build 2.0.14
- The Process Dashboard's internal web server has been enhanced to support
Java servlets and JSPs. This makes it possible to develop custom reports
using standard Java technologies, and run them against the project data in the
Changes in build 2.0.13
- The WBS Editor has traditionally displayed values with only one digit of
precision after the decimal point. When numbers in a plan were smaller than
0.1, unusual rounding errors would sometimes occur. These problems have been
Changes in build 2.0.12
- Organizations who use the Process Dashboard Enterprise Server (version
3.3.1 or higher) can take advantage of the following enhancements:
- When an individual is added to the Team Member List of a team project,
they will now receive a notification in their personal dashboard
inviting them to join. Clicking the notification begins the joining
process. (This streamlined approach helps new users to avoid a number
of potential mistakes, such as forgetting to open their personal
dashboard first, or joining the wrong dashboard to the project.)
- Historically, some organizations have been unable to use the
Enterprise Server due to network configuration challenges (such as
firewalls, proxy servers, and internally-signed SSL certificates). New
options in the Dashboard and the Server make it possible to overcome
some of these challenges, expanding compatibility to a broader range
of network configurations.
- Improved security measures have been added to the communications
between the Enterprise Server and the Process Dashboard client.
Changes in build 2.0.10
- Significant new features have been added for Common Team Workflows:
- In the Team Dashboard, a new "Workflow Process Analysis" report is
provided on the script menu. This report shows the time spent in each
step of the workflow, along with high-level metrics such as cost of
quality and historical productivity rates. C
- When defining a workflow, teams can now add a special "Personal PROBE
Planning" element. This element enables the assigned individual to
use the Size Estimating Template and PROBE Wizard to generate size and
time estimates for their work. It also provides a personal Project
Plan Summary for the component, as well as a "To Date" report showing
aggregate metrics for other components that the individual has
produced using this workflow. A
- In the WBS Editor, different icons are now used to visually
distinguish tasks that were created by the application of a workflow.
This makes it possible to track the process origin of a particular
task in the plan. C D
- When an individual is participating in more than one team project
simultaneously, they can create an EV Rollup in their personal dashboard to
display a consolidated plan for their work. Now, the Task & Schedule
window for that EV Rollup provides special support for balancing available
task hours across the various projects. Clicking on the PT (planned time)
column for a schedule row opens an interactive dialog for visually
reallocating time and managing the total amount of time that has been
committed across all of the projects.
- If an individual leaves the timer running for several hours, the dashboard
will now display a warning message asking if they did this intentionally.
This can help individuals catch their mistake if they forget to stop the timer
(for example, if they leave it running overnight).
- The embedded
database in the Team Dashboard now includes information about the
workflows that were used to generate various tasks in a project plan.
Changes in build 2.0.8
- A new Relaunch Wizard is provided to help teams prepare for team project
relaunch meetings. This Relaunch Wizard: B
- Creates a new Team Project to hold the plan for the new
- Copies the workflows, milestones, and team member schedules from the
old plan to the new plan.
- Copies incomplete components and tasks from the old plan to the new
plan, and adjusts the planned times of in-progress tasks to account
for work that has already been performed.
- Marks the old project as closed, indicating that no additional work
will be performed there. The next Sync WBS operation will help team
members to close the remaining tasks on the old project.
- The Task & Schedule dialog now has an "Expand All" option on the View
Changes in build 2.0.7
- The Task & Schedule dialog now provides new options for working with
- You can now save multiple baselines for an EV schedule, providing a
name and optional comment for each one.
- You can view the list of baselines that have been saved for a
schedule, edit their details, and delete them if necessary.
- You can review the saved baselines for a schedule and select the one
that should be "active" for the purposes of charts, reports, and
- A new option in the Team Member List makes it easy to move the start date
of the entire team at once. This option is provided in the "Team Schedule
Settings" window that appears when you click the date customization
- New performance tunings were added to improve the startup and shutdown
time of large team and personal dashboards.
Changes in build 2.0.6
- The Weekly EV Report has always displayed the total actual time logged
against each completed and in-progress task. Now, it also displays the amount
of time that was logged to each task during the week in question. This makes
it possible to distinguish between active and idle tasks.
Changes in build 2.0.4
- It is now possible to move time log entries to a different task by
dragging and dropping rows in the time log editor.
- A fix was provided for bug
Changes in build 2.0.3
- When individuals join a team project, they will experience a new
streamlined joining process: B
- Instead of being presented with page after page of questions, they
will see a single form that collects all the necessary
- The new form provides reasonable default values whenever possible.
Fields that need attention are visually highlighted so they stand out
from the fields that already have a workable default value.
- As the user clicks on various fields, context-sensitive help is
displayed to explain the data that is needed.
Changes in build 2.0.2
- Milestones receive significantly improved support within earned value
schedules: A, B
- The Task & Schedule window, EV report, and weekly report display a
new Milestone column (rather than folding milestone data into the
- When a task is projected to miss a milestone commit date, the new
Milestone column will visually flag an error and provide a tooltip
with more information.
- In Flat View, an individual can check a box to highlight all of the
tasks associated with a particular milestone. When they do this, a
dashed line is drawn over the list of tasks to illustrate the commit
date when tasks must be completed. These features help the individual
as they rearrange tasks to meet the deadline.
- A new Milestones chart is available for earned value schedules in both the
team and personal dashboard. This chart displays a horizontal bar for each
milestone, comparing projected progress to the milestone commit dates. When
the plan is not projected to satisfy a given milestone date, you can click on
the corresponding bar and view a Gantt chart to determine which tasks are
responsible for the slip. A,
- When filtering a report in the Team Dashboard, two new tokens are
automatically available. "Completed_Tasks" filters the report to display the
tasks that have been marked complete, and "Completed_Components" filters the
report to show data from team project components that are 100% complete.
- The Common Team Workflows window will now allow teams to prepopulate
workflows with labels and notes. To do this, teams can click a button in the
top-right corner of the workflows table to select the optional workflow
columns they wish to edit. C
- Additional keyboard shortcuts are now available for many actions in the
WBS Editor. C
- Fixes were provided for bugs
Changes in build 2.0
- More helpful error messages are displayed on startup if missing metrics
collection frameworks prevent the display of project data.
- A large number of new Spanish translations have been added, including
support for the use of Spanish during the installation process.
- A new item in the Preferences dialog allows non-English speakers to
disable or scale back the amount of translation that occurs in the
- A number of browser compatibility problems have been fixed, relating to
"Export to Excel" and "Size Estimating Template" functionality in Chrome and
Internet Explorer 10.
Changes in build 1.15.8
- For over a decade, the Team Dashboard has reused the same graphical user
interface as the "personal" Dashboard. With this release, the Team Dashboard
now displays a redesigned user interface that focuses on the needs of coaches,
team leaders, team role managers, and other users of consolidated team data.
The new interface provides quick access to team tools and reports, improving
productivity of existing teams, and reducing the learning curve for teams that
are new to the Process Dashboard.
Changes in build 1.15.7
- Fixes for a number of bugs in the new database logic:
- When some data backup files were opened in the Quick Launcher, the
Team Project Rollup Summary report would show all zeroes for team data
- The database logic was not calculating rollups for brand new Team
Projects (i.e., projects which were newly created via the Team Project
Setup Wizard) until after a shutdown/restart of the Team Dashboard.
- In certain rare scenarios, multithreaded file I/O could cause a
database error window to be displayed. The database loading logic has
been made more robust.
- When the database logic is unable to read a data file (for example,
due to incorrect filesystem permissions), a more helpful error message
is now displayed.
Changes in build 1.15.6
- The various reports, charts, and calculations in the Team Dashboard have
been rewritten to take advantage of the data warehouse
database plugin. As a result, Team Dashboard reports are displayed 100 to
1000 times faster than before. Team Dashboard memory usage has also decreased
significantly. Together, these improvements introduce a dramatic change in
the scalability of the Team Dashboard for large and long-running project
teams. (Please note important upgrade consideration B.)
- Beginning with Process Dashboard 1.15, individuals could sometimes
encounter a rare problem that would prevent them from performing a "Sync to
WBS" operation. This problem has been corrected.
Changes in build 1.15.3
- Historically, some teams have observed extremely long startup times for
the Team Dashboard - especially when opening the data over a VPN, WAN, or
other slow network. This version introduces a change to the storage strategy
for team projects, enabling significantly faster startup times for the Team
Dashboard. (Please note important upgrade considerations A and B.)
- When the Team Dashboard and Process Dashboard shut down, a task runs to
export data for various team projects. Historically, as more team projects
are added to a particular dashboard, this export step takes longer and longer.
In this version, the export task has been streamlined significantly, allowing
the dashboard to shut down much faster. B
- The Common Team Workflows window includes a button allowing you to export
workflows to an external file. Unfortunately, on Mac OS X, the file selection
dialog was only allowing you to export to a file that already exists. This
problem has been corrected.
Changes in build 1.15.2
- A new data warehousing plugin is available. This plugin
exposes team project data in a relational database, making it possible for
external tools to query project data via SQL queries. For more information,
please see the documentation on
the data warehousing plugin.
- Significant improvements have been made to the efficiency of the earned
value calculation logic, enabling earned value reports to display much faster
- On some Mac OS X systems, the script button was not successfully opening
the web browser. This problem has been corrected.
Changes in build 1.15.1
- The Defect Log Editor now includes an option to import defects from the
Review Board code review tool.
- A new REST API has been provided that makes it possible for external tools
(running on the same computer as the personal Process Dashboard) to add
entries to the Size Inventory Form for a Team Project.
- The splash screen appears more quickly after clicking an icon to launch
the Process Dashboard.
Changes in build 1.15
- The Quick Launcher can now open ZIP files that were created using the
"Save A Copy" option from the "File" menu of the WBS Editor. These ZIP files
can also be opened using the "C > Tools > Open Dataset" option.
- Sometimes, teams might create a workflow by copying and pasting elements
from the main WBS into the Common Team Workflows window. Unfortunately, that
copy/paste operation could accidentally transfer undesirable attributes (such
as time estimates and assignments to specific individuals) into the workflow
definition. Those accidental attributes are now scrubbed from the tasks in a
Changes in build 1.14.7
- The WBS Editor now includes a filtering function. This makes it possible
to focus in on the set of components and tasks that contain certain words in
the name or notes, that are assigned to various people, that are
complete/incomplete, or that have certain labels or milestones.
- The WBS Editor now includes a search feature. This makes it possible to
quickly find components or tasks whose name or notes contain particular
- Teams sometimes encounter, fix, and log defects that should not
technically count against their quality metrics. (For example, they might fix
a defect in legacy code that they inherited from some external source.)
Individuals can now enter 0 in the "Fix Count" field of the defect
dialog to indicate that a defect should not count against quality metrics such
as yield or defect density. A
- The dashboard has always allowed individuals to configure multiple
collections of "To Date" data that can be used to track different types of
work. Now, new options on the Team Project Parameters and Settings page allow
individuals to select which "To Date" rollup they would like to use for new
- Several common items on the script menu have been given clearer, simpler
names to reduce confusion and to lower the learning curve for people who are
beginning their first team project.D
- In certain unusual situations, the Sync to WBS logic was incorrectly
creating "Planned" entries in the Size Inventory form for individuals who did
not need them. This problem has been corrected.D
Changes in build 1.14.6
- During a project launch, teams commonly need to perform high-level
capacity planning - for example, to estimate the end-to-end project schedule
and to choose the scope for various project iterations. Several changes were
made to the Work Breakdown Structure Editor to facilitate this activity:
- The WBS balancing panel now includes a "Team" row in addition to the
colored bars for each team member. This new team row displays the
balanced completion dates for each milestone, making it easier to
distribute work across a series of future iterations.
- In earlier versions of the dashboard, teams would have to create
"placeholder" tasks to record time estimates for this future work.
Now, rough time estimates (and milestones) can be entered directly on
WBS components that have no subtasks, and the vertical black balancing
bar will take these time estimates into account.
- Teams may wish to enter vacation time or other schedule exceptions in
the WBS Editor Team Member List months in advance. In the past, this
would cause the team earned value charts to extend artificially far
into the future (to include the week when the exception was recorded).
The earned value charts have been enhanced to avoid this problem.
- When saving a data backup file, it has historically been possible to save
in either ZIP or PDBK format. Now, a third option is available: "Redacted
Process Dashboard Backup." Choosing this format allows you to select various
categories of data (for example, names of individuals, projects and tasks)
that should be scrambled or removed from the backup. This can be a useful
tool to protect privacy or confidentiality.
- In this release, simultaneous editing of the
WBS has been enabled by default. Important: This new feature is still
a "release candidate," so it may contain latent defects. Teams who make use
if it should immediately report any error messages that are displayed by the
WBS Editor during a "Save" operation. For additional information and
deployment considerations, please click
Changes in build 1.14.5
- When creating workflows in the WBS, it is a best practice to use a PSP
Task to represent the software development activities of a particular
individual, followed by Design and Code Inspection tasks to represent the
associated peer reviews. When this practice has been followed, the Task &
Schedule "Flat View" will now automatically insert the inspections into
the correct order within the phases of the PSP task. (Note: this behavior
will only apply to tasks that are created after an individual upgrades to
1.14.5; inspection tasks that are already present in an individual's personal
plan will not be retroactively reordered.)
- Several changes were made to the Work Breakdown Structure Editor:
- In the WBS Editor, the Task Details tab now contains a "Data Problems"
column. When a coach, planning manager, quality manager, or other
individual discovers a problem for a particular component or task, they
can type a description of the problem in this field. Doing so will
display a red highlight behind the component/task, making it easier to
bring the item to the attention of another individual.
- When generic "Component" objects are created in the WBS, these
components will no longer display "LOC" as their default size metric.
Instead, the size metric will remain blank until planned LOC is actually
recorded for the component. This change can reduce confusion for teams
that do not develop software.
- Historically, if a Team Dashboard was opened in read-only mode, the
read-only flag would also propagate to any WBS Editor windows that were
opened. This linkage has been broken. As a result, an individual can now
open the Team Dashboard in read-only mode (for example, to view team
rollups), and then open the WBS Editor to make changes if problems are
- Move Up and Move Down buttons are now provided on the toolbar of the
WBS Editor Milestones window.
- When applying a label filter to the Team Project Rollup Plan Summary,
autocompletion support is now provided as you type.
- When logging defects, the Process Dashboard allows individuals to record
that a defect was injected "Before Development." Although useful, this
category is officially an addition to the traditional TSP quality model. In
the past, the dashboard's yield calculations were not handling these
nontraditional defects gracefully, potentially resulting in phase yields that
were negative or greater than 100%. In this release, the yield calculations
have been adjusted to take Before Development defects into account. D
- In data rollup reports such as the PSP Data Analysis center, reports R3
and R4 have been given more descriptive names.
- The Preferences tool now allows the user to enable large fonts throughout
- In different countries around the world, numbers may be written with a
decimal point or with a comma. In the past, if an individual collected defect
data on a computer that used one numeric format, then someone else viewed that
data on a computer with a different numeric format, the "Fix Time" values
would be interpreted incorrectly. (This could occur, for example, if an
English-speaking PSP Instructor was viewing the data for a French-speaking
student.) This problem has been corrected.
Changes in build 1.14.4
- It is now possible for multiple individuals to edit the
Work Breakdown Structure at the same time:
- In this release, teams that wish to use this feature must manually
enable it by following the steps
- When simultaneous editing has been enabled and you save changes to the
WBS, the application will check to see if other individuals have
recently saved changes as well. If they have, the save operation will
merge their changes into your view.
- If you wish to merge other people's recently saved changes into your
view without saving your own in-progress edits, a new "Refresh Data"
option is available on the "File" menu for this purpose.
- In either case, if the merge identifies editing conflicts (where you
and another individual have made conflicting edits to the same value),
warning messages will be displayed. These warnings include hyperlinks
that help you to locate and recover from the editing conflict.
- Important: This new feature is still a "release candidate," so
it may contain latent defects. Teams who make use if it should
immediately report any error messages that are displayed by the WBS
Editor during a "Save" operation. For additional information and
deployment considerations, please click here.
- The Tasks In Progress chart is now configurable, allowing you to change
the red overspent rings to either black or white.
- The colored balancing bars in the WBS Editor have been enhanced to
calculate dates that align more closely to the "Replan" dates in the team
earned value report.
- The WBS Editor's memory footprint has been changed to help improve
performance for teams with very large work breakdown structures.
- Version 1.14.4 contained bugs that were addressed in later releases:
- In version 1.14.4, two people who were editing the WBS simultaneously
might encounter an error message if they had applied a workflow to a
component before saving the WBS. This problem was fixed in version
- In version 1.14.4, if you opened the Team Member List directly from
the Script Menu, you would not be able to save changes. The
workaround was to open the WBS Editor first, then open the Team Member
List. This problem was fixed in version 1.14.5.
- In version 1.14.4, the WBS Editor might fail to open on some computers
which have a 32-bit version of Java and over 3 GB of RAM. This
problem was fixed in version 1.14.5.
- In version 1.14.4, two people who were editing the team member list
simultaneously might encounter an error message if they both make
changes to the same team member, and at least one of them removes a
schedule exception for that team member. This problem was fixed in
- In version 1.14.4, an error might occur if two people simultaneously
edit the same WBS value (such as the milestone or note) for the root
node of a team project. This problem was fixed in version
Changes in build 1.14.3
- In the Task & Schedule window, it is now possible to choose the set
of columns you prefer to see in the Task list. This can reduce clutter and
make it easier to focus on the information that is most important to you. In
addition, if the table columns are resized or rearranged, these changes will
be remembered the next time you open that task list.
- Historically, clicking the script button has opened the "default" script,
form, or report for the currently active task. To view the menu of other
available scripts and forms, it was necessary to click the small down-arrow
to the right of the script button. In practice, however, opening the script
menu is a far more common action. Accordingly, the behavior of the main
script button has been changed to open the menu instead of opening the
default script. For users who prefer the former behavior, a checkbox is
provided in the Tools > Preferences window to revert back.
- Several enhancements were made to the Work Breakdown Structure Editor:
- The "Task Time" tab of the WBS Editor includes a column called "Task
Size." When you create tasks underneath a component, the numbers in
this column are automatically inherited from that component. Now,
these numbers are editable as well, so you can override the size for
a particular task.
- The bottom-up time panel can now display the typical number of hours
per week each team member has in their schedule. A new menu option
makes it possible to toggle this display on and off.
- On the bottom-up time panel, it is now possible to hide the colored
diamonds and commit date lines for selected milestones. This can
help reduce clutter when many intermediate milestones are present.
- The %C column would previously show "0%" for a PSP task in progress.
This has been enhanced to show the accurate percentage based on the
subset of PSP phases that have been marked complete (and the planned
times for those phases). The bottom-up time panel also utilizes
these refined numbers to display a more accurate rebalancing
- When you change the order of team members in the Team Member List,
the initials in the Assigned To column will reflect the new order
immediately. (Previously, the Assigned To column would not detect
the reordering change until the WBS Editor was restarted.)
- The Weekly EV Report has always included "Previous" and "Next" links to
scroll forward and backward in time. Now, it also includes a link for
jumping directly to a specific date.
- If you drag-and-drop an empty directory onto the Quick Launcher, it will
now ask you if you wish to create a new Team or Personal dataset there.
- The "Sync to WBS" and "Export My Data Now" operations were previously
stalling on the "Please wait" page when Internet Explorer security settings
were set to HIGH. This problem has been corrected.
Changes in build 1.14.2
- The Work Breakdown Structure Editor now includes a feature to
save data to a ZIP file. This feature can be used to:
- Create multiple alternative plans during a launch
- Explore what-if replanning scenarios in the middle of a team
- Save edits if the network server is temporarily unreachable
- Copy components tasks, milestones, team members, and workflows into
a new team project iteration
Changes in build 1.14.1
- When dashboard data is stored in the Process Dashboard Enterprise
Server, users can now check a box on the "C > Tools" menu to
"Work Offline." This enables individuals to open their personal dashboard
whenever they like, even if they do not have a connection to the
server. (Requires Enterprise Server version 2.6 or higher.)
- The LOC counter now includes support for counting changes made to files
in a subversion repository. The count can include uncommitted changes made
to a working copy as well as changes made in past revisions. Multiple past
revisions can be listed, and need not be not consecutive.
- The LOC Counter report is often used during the postmortem phase of a
PSP project to measure added, deleted, and modified lines of code. Now,
individuals can drag data from that report and drop it onto a row in the
Size Estimating Template to apply actual size metrics.
- When viewing the Kanban chart for a team, you can now filter the list
of tasks by assigned individual.
Changes in build 1.14
- By default, the bars on the Gantt charts depict dates from the
Forecast column of the task list. Now, a configuration button makes
it possible to depict Plan, Replan, or Baseline dates instead.
- In the past, the Weekly EV report used generic phrases such as
"Tasks Completed This Week." This wording was confusing for views of
data in the past or the future. These section headings have been
altered to be clearer and more descriptive.
- If the Enterprise Server is unreachable when a team or personal
dashboard shuts down, that dashboard will not have an opportunity to
save locally modified data to the server. In the past, these changes
would be lost; but with this release, the dashboard will attempt to
save the changes the next time it starts up (as long as no other user
has opened and modified the dataset in the meantime).
- In the past, some users have made the mistake of deleting a
project from their personal dashboard, thinking they can simply rejoin
the team project again. A new warning dialog has been added, advising
that this operation will irretrievably destroy all of the actual
metrics that have been collected for the project.
- Bugfix: roundoff error was sometimes preventing the strikethrough
font from being displayed in the Task & Schedule window for completed
- The Process Dashboard installer is now capable of creating
shortcuts for users on Unix and Linux platforms.
- The charts in the Rollup Plan Summary report will now use
consistent colors to represent the various phases in the TSP and PDSSD
metrics collection frameworks. This makes it easier to correlate data
between several charts.
Changes in build 22.214.171.124
- When a team leader creates a new team project, the dashboard will
now intelligently suggest an appropriate metrics collection framework
to use, based on the framework which has been used most often for past
team project iterations.
Changes in build 126.96.36.199
- It is now possible to customize the set of charts that appear on
the earned value report. In addition, clicking on these charts now
opens a page displaying a larger chart with helpful instructions on
how the chart can be used and interpreted.
- The final page of the PROBE Wizard has always performed a sanity
check on the planned productivity. If it is unrealistic, the wizard
prints a warning message and takes the user back to reevaluate their
estimates. Unfortunately, that warning message was easy to overlook,
resulting in confusion when the PROBE wizard looped back to the
earlier pages. The buttons and messages on the sanity check page have
been altered to make it more clear that a planning error may be
- In the defect log editor, a combo box displays the defect type
standard that has been set at each level of the hierarchy. In the
past, when a defect type standard had been set at the team project
level, nothing was displayed in this combo box for individual, leading
people to think that their standard had not taken effect. Now, this
combo box will display the name of the defect type standard that was
set by the team project, minimizing confusion.
Changes in build 188.8.131.52
- The LOC counter that is built in to the Process Dashboard will now
count lines appropriately even when comment indicators appear within
- On some versions of Unix (for example, Solaris and RedHat), the
Process Dashboard would sometimes appear to hang at the splash screen.
This was occurring when a dialog box was displayed (to prompt for some
type of input), because the Unix window manager was improperly
stacking the dialog box behind the splash screen. This problem has
Changes in build 184.108.40.206
- The earned value report now includes a "Kanban View" of the tasks that have
been completed recently, the tasks that are in progress, and the tasks that are
planned for the near future.
- In the past, when a leaf task in the WBS was subdivided, the next "sync to
WBS" operation would often result in a "top-down-bottom-up" error in the
personal plan of the affected individual. This problem has been
- When a note is attached to the root node of the project in the WBS Editor,
that note will now be copied down into the personal plans of each individual.
This can be used to record helpful project-specific URLs for team use.
- A performance enhancement has been added to speed the startup sequence for
individuals who open their personal dashboards from the Enterprise Server over
an extremely slow network.
- Bugfix: if an individual moved their operating system clock significantly
forward and backward in time while the dashboard was running, their changes
might stop being saved to the Enterprise Server. This problem has been
Changes in build 220.127.116.11
- The "Generic" process template now allows the use of the Size
Estimating Template and PROBE. (This functionality will appear for
projects created using the Generic process template after
upgrading to version 18.104.22.168.)
- The "C > Tools" menu now includes an "Open Dataset" option,
giving all users the ability to open data backup ZIP files.
- Numerous small changes were made to provide better support for the
SEI PSP courses:
- A new Student Profile element has been added to the PSP course
assignment sequence, giving students an opportunity to answer
questions about their job position, experience, and so on.
- The Analysis Report exercises now allow the use of the Size
Estimating Template and PROBE.
- "To Date" metrics are no longer reset on the first PSP2 project
in a PSP Fundamentals & Advanced course.
- During the PSP course, PROBE Method D for Size will require
students to use their Estimated Proxy Size verbatim; they will
not be allowed to edit the number.
- During the PSP course, the PROBE Wizard will not offer PROBE
Method C1 for Size as a selectable option.
- When students are allowed to edit the quality plan and they
produce phase times that do not sum up properly, an error
message is now displayed on the Project Plan Summary.
- Student data can now be exported to an XML file (in anticipation
of a corresponding XML import feature in the SEI PSP Instructor
- If the dashboard data directory was unreachable (for example,
because it was on a network drive that was unavailable), or if other
operating-system-specific problems prevented the dashboard from locking
the data, the dashboard was incorrectly displaying a message claiming
that someone on another computer had locked the data. This error
message has been corrected and clarified.
Changes in build 22.214.171.124
- A new help topic has been added that explains the difference between
Plan, Replan, and Forecast dates. This help topic explains these three
calculations in detail, so users can understand and appreciate the
differences between the dates that are generated.
- Significant changes were made to the installer for the Process
- On 64-bit Windows, sometimes the installer would not create
Process Dashboard shortcuts. This problem has been
- If a user has less than 800MB of memory (for example, because
they are running in a virtual machine), the Process Dashboard
shortcuts would fail to start the application. The installer
has been adjusted to create shortcuts that work on systems with
only 500MB of memory. (Note that the Process Dashboard does not
require or use that much memory; the problem was with the
shortcut icon itself, not the application.)
Changes in build 126.96.36.199
- The Earned Value report now includes a "More Charts" hyperlink.
Clicking on this link makes it possible to see all of the EV charts in
the web browser. (Previously, many of these charts were only available
in the "Chart" dialog of the Task & Schedule window.)
- New topics have been added to the online help for each of the earned
value charts. These topics explain how to interpret the data in each
chart, and provide helpful analysis tips for people who are new to
earned value tracking. While viewing a chart from the Task &
Schedule window, press F1 to bring up the corresponding help
Changes in build 188.8.131.52
- When capturing defect data, individuals can now:
- Make a single entry to represent several related defects that
were found and fixed simultaneously.
- Mark a defect as "pending" (i.e. found, but not yet
- Alter the date associated with the defect entry.
- The Task & Schedule Chart window now includes charts for
Earned Value Trend and Direct Time Trend.
- The "Export to Excel" hyperlinks have been tweaked to improve
compatibility with a variety of web browsers and with newer versions
of Microsoft Office.
- When users filter the Time Log Editor to display the current week,
they can now easily select which day of the week to use as the
- In the past, when a user made a change to a data value within the
Process Dashboard, that change might take 30 seconds to appear on the
Project Plan Summary form in their web browser. Now, these changes
will appear in the web browser immediately.
Changes in build 184.108.40.206
- The WBS now has a special "personal editing mode." When the WBS
is opened from a personal dashboard instead of the Team Dashboard (and
the team leader has not disabled edits by team members), the WBS
becomes aware of the individual who opened it, and changes its
- Newly created tasks are automatically assigned to the
individual who opened the WBS.
- If the individual makes a change that affects one of their
coworkers, the WBS will display a warning and offer to undo
- The individual is only allowed to edit their own row in the
Team Member List.
- The individual can disable these features if desired by
toggling a checkbox in the "Team" menu. (So for example,
these new features will not prevent a Planning Manager from
making changes to their coworker's tasks.)
- In the past, if a node was deleted from the WBS and a new node was
created in its place with the same name, the Sync to WBS operation
would perform a similar delete/recreate operation. Now, the Sync to
WBS attempts to detect this scenario and reuse the existing node
instead of deleting/recreating it. (Note: deleting/recreating nodes
in the WBS is still discouraged; but now when the mistake occurs, the
consequence should be less severe.)
- In the past, the WBS editor would display a confirmation prompt
every time you request to delete a node. Now, the WBS Editor will
only display this confirmation prompt when the node to be deleted has
actual time associated with it - and the warning message has been
altered to describe this new condition.
Changes in build 220.127.116.11
- When all the tasks in a earned value task list share a common path
prefix (common for team projects), the Flat View will extract that
common prefix, making the display easier to read.
Changes in build 18.104.22.168
- The Team Project Setup Wizard will now provide suggested default
values for the name of the EV schedule and for the location of the
Team Project Network Directory.
Changes in build 22.214.171.124
- Actual Size is now displayed in the WBS Editor for each component
in the hieararchy.
- If an individual enters their initials incorrectly when joining a
team project, the "Sync to WBS" operation will detect this error and
display a message, helping them to correct it.
- The "Import Defects from Code Collaborator" feature was not
working against Code Collaborator version 6. This problem has been
Changes in build 1.13
- Several enhancements have been made in the Work Breakdown Structure
- A strikethrough font is now used in the "Assigned To" column to
indicate which individuals have completed a multi-person task.
- "Move Up" and "Move Down" buttons have been added to the
- The Team Member List will now allow you to reorder individual team
members using drag-and-drop.
- If you are starting a new project iteration, you can now use Ctrl-C
and Ctrl-V to copy and paste team members from the old team member list
to the new team member list.
- In the past, when individual team members open the WBS from their
personal dashboard, the WBS Editor would sometimes unexpectedly open in
read-only mode. This problem has been corrected.
- In the past, the Team Dashboard's Team Project Parameters and
Settings page displayed a checkbox allowing the team leader to decide
whether team members could edit the WBS. This checkbox has been moved
into the Work Breakdown Structure Editor itself, in the "Edit >
Preferences" dialog. As a result, if a team leader has locked down the
WBS (forbidding edits by team members), they will need to reaffirm this
choice in the "Edit > Preferences" dialog of the WBS Editor after
upgrading to version 1.13
- If you insert a workflow underneath a component that has a LOC size
estimate, the "Code" or "PSP" task in that workflow will automatically
inherit that LOC estimate.
- The selection colors have been modified to produce better
readability on Mac OS X.
- Several enhancements have been made in the WBS Common Team Workflows
- It is now possible to define a workflow that distributes time
across various phases using percentages, even if your team does not use
size estimates or historical productivity rates.
- The keyboard accessibility of the Common Team Workflows editor has
been improved. Keystrokes such as Tab, Enter, Delete, Ctrl-C, Ctrl-V,
and Ctrl-X will now perform more intuitive, spreadsheet-like behaviors
when the focus is not in the first column.
- The Task Size Units column now supports autocompletion.
- The semantics of the "%" column have changed for tasks in a workflow
that are performed by more than one person. Please consult the help
documentation for more information.
- Several enhancements have been made in the Task & Schedule
- When an individual views one of their personal earned value task
lists in the Task & Schedule window, they will see a "Notes"
column that allows them to view and edit the notes associated with
each component or task.
- A strikethrough font is now used to indicate tasks that are 100%
- When an individual views one of their personal earned value task
lists in the Task & Schedule window, the schedule pane (in the lower
portion of the window) now contains a "Notes" column. This column can be
used to record arbitrary information about a particular schedule period,
such as the reason why a particular week has an unusual number of planned
or actual direct task hours.
- When you toggle from "Tree View" to "Flat View" and back, the
currently selected task will be preserved.
- The Defect Log Editor now provides a feature to Import defects from the
system clipboard. This can be used to copy and paste defects from an
external source, like a web page or an Excel spreadsheet.
- The "Tools > Preferences" dialog now provides an "Always on Top"
option. (This feature will only appear if you are using Java 1.6 or
- If you pause the timer on the main dashboard toolbar, it will pause the
"Fix Time" timer on the currently active defect dialog as well. If you
subsequently resume the main dashboard timer, it will resume the defect fix
timer as well.
- The dashboard has always allowed you to set an "END" date for a
personal earned value schedule. (This feature is typically used to record
the date when an individual will unequivocally leave a project team, due to
an impending reassignment.) When an individual with an END date is
assigned too much work, their personal schedule may project that certain
tasks will "never" be completed. Although that information is useful at an
individual level, it can result in a frustrating lack of insight at the
team level. Now, when one of these schedules is a part of a team schedule,
the team rollup schedule will hypothetically rebalance these tasks to the
rest of the team, calculate the date when the rest of the team might
complete the tasks, and display that completion date in the team's "merged"
view. The "Assigned To" column for such a task will indicate that the task
has been hypothetically rebalanced to the team.
- Fixes for several bugs:
Changes in build 126.96.36.199
- When individuals join a team project, the Team Project Setup
Wizard will provide default values for the name and location of the
new project, and for the name of the new earned value schedule. This
can allow people to join the project with less hand-holding on the
part of the coach/team leader.
Changes in build 1.12.1
- Version 1.12 contained
bug that would prevent some users from deleting defects from the
defect log. Longtime dashboard users are unaffected by this bug.
Individuals who began their use of the Process Dashboard by installing
version 1.12 are encouraged to upgrade.
Changes in build 1.12
- It is now possible to attach HTTP URLs to the elements in a Common
Team Workflow. This could be used, for example, to associate
organizational process scripts or wiki pages that describe the steps
in a workflow. (Note: this feature will only be available for team
projects that are created using Process Dashboard 1.12 or
- The "Status of Team Member Metrics" page has always displayed the
date when each team member last exported their metrics. Now, it also
displays the date they last performed a "Sync to WBS" operation.
- The EV Report will now display a warning message if tasks have
been marked complete in the future, or if time has been logged in the
future. This can help in the troubleshooting of problems caused by
data entry typos.
- On the Weekly EV Report, the "Tasks Completed Last Week" table
now displays a total row.
- If read-only file permissions caused the installation process to
fail, a confusing error message would be displayed. The error message
has been altered to be more helpful.
Changes in build 188.8.131.52
- The Process Dashboard can now display Gantt charts for earned values
- A new "External Commitment Chart" has been added to the Task &
Schedule Chart window. This new chart makes it simple to compare the
projected completion dates of various tasks to external team
- Teams can optionally choose to have the WBS Editor prompt for read-only
mode on startup. (This option can be controlled on a project-by-project
- In the WBS Editor Team Member List, the column headers now display dates
in a locale-sensitive manner for non-US teams.
- The Perforce LOC counter can now count LOC in integration changelists.
This functionality is designed to support the workflow where an individual
makes changes in a personal sandbox, then integrates those changes back to
the main line of development. In that case, the individual can point the
LOC counter at the changelist where the files were integrated back to the
mainline, and receive a LOC count of the effective changes.
- Some international dashboard users have seen problems with corruption of
accented characters in the Team Dashboard. A new feature is provided in
the Preferences dialog to help those teams.
- In the personal dashboard, the Team Project Tools and Settings page has
previously included a checkbox to "Include all WBS components and documents
in sync operations." This checkbox represented obsolete functionality, and
now only causes problems when individuals enable it out of curiosity. To
avoid those problems, the feature has been removed.
- This version included a fix for bug
Changes in build 184.108.40.206
- Teams that have upgraded to a recent version of the Code Collaborator
server were finding that defect types were no longer being transferred by the
"Import from Code Collaborator" feature. This problem has been
Changes in build 220.127.116.11
- Data from earned value schedules can now be exported to Microsoft Project
in the new MS Office XML format.
- In the past, the components and tasks in a rolled-up team EV schedule
would sometimes not appear in the same order that they appear in the WBS.
The reporting logic has been enhanced so the EV schedule will follow the WBS
element ordering more closely.
- Charts have been added to the PSP project plan summary forms to display
time, defects, and PQI.
- When the time log has been filtered to a date range in the past and you
click the button to add an entry, that new entry will be given a date within
the filtered time period.
- The dashboard now provides better support for nonstandard PSP courses that
include a PSP3 task.
- This version included fixes for bugs
Changes in build 18.104.22.168
- A new, TSP(SM)-compatible metrics framework is now available
for general distribution.
- Installers are now available for the PSP Fundamentals and Advanced
- In the WBS Editor and in the EV reports, when a percent complete number
is greater than 99.5% but less than 100%, it will be rounded down to 99%.
This helps to avoid confusion, since 100% will now only appear for tasks that
are truly complete.
- Fix for bug #2864333.
Changes in build 22.214.171.124
Changes in build 1.11
- URLs can now be attached to any component or task in the dashboard.
Just use the WBS Editor or the dashboard to edit the
free-text note associated with a particular
item, and enter a URL within the body of the note. The dashboard
will discover the embedded URLs and add them to the script menu
for easy, one-click access.
- The WBS Editor now uses a strikethrough font to highlight tasks
that are 100% complete.
- The dashboard can now display a warning message when you begin
logging time to a previously completed task. This message is
purely an aid to help avoid data collection accidents; it can be
disabled if desired.
- The Task & Schedule Flat View now displays the Replan date
- Several enhancements have been made to the support for the PSP
course, including a new chart to detect overlapping time log
entries. PSP Instructors who have already customized their Grading
Helper will want to customize the page again add add the new
- Note: this version of the dashboard changes the way data files
are stored on Unix/Linux platforms. After Linux/Unix users
upgrade to this version of the dashboard, they should not
downgrade to a previous version.
Changes in build 1.10.6
- When you first create a team project, the Team Project Setup Wizard
prompts you for the name of a directory where team data should be stored.
Later in the project, you may discover that you need to move these files to
a different location on the network. A new feature makes this
possible. (Note: this new feature does not support team projects that
are registered with a Team Server.)
- The PSP scripts and forms in the Process Dashboard have been updated to
match the materials in the 2005 book, A Self-Improvement Process
for Software Engineers. (Up to now, they have been based upon the 1995
book, A Discipline for Software Engineering.) With this
change, the scripts, forms, and wizards now match the materials and
terminology used in the most recent PSP courses from the SEI.
- On the Size Estimating Template, the estimated size of an "added part"
will be computed automatically after an engineer estimates its type,
relative size, and number of items. Engineers can create their own
size-per-item lookup tables in support of this functionality.
- On the Size Estimating Template, an interactive chart now appears to
help engineers visualize the relationship between estimated base, added,
deleted, and modified size. Engineers can drag handles on a slider to
visually estimate base additions, modifications, and deletions as a
percentage of base program size.
- Significant changes have been made in support of the PSP for Engineers
- The dashboard traditionally baselines "Planned" and "To Date" project
data at specific points during a project. Although this strategy is
very helpful for the planning and tracking of real-world project
work, it becomes an impediment to the quick-turnaround learning
objectives of the PSP course, because the "frozen" values prevent
students from correcting errors in earlier assignments. To address
this problem, this "freezing" mechanism has now been disabled for the
assignments in the PSP course.
- If students forget to enter the actual size of Program 1, an error
message will appear on their Program 2 Project Plan Summary
- It is now much easier for students to create the quality plan for
their first PSP2 assignment.
- Error messages now appear on the Project Plan Summary form to warn
engineers about common mistakes.
- A new "Grading Helper" has been created for PSP Instructors. After
installing a special "PSP Instructor" add-on, this grading helper
will appear in the script menu for PSP course assignments. The
grading helper automates many of the data analysis tasks and
consistency checks that are part of the grading process. Instructors
can customize the form to match their grading preferences.
- The PSP Project Plan Summary forms are now customizable, in support of
personal process improvement goals.
Changes in build 1.10.5
- When running the installer for the Process Dashboard, teams using the
Team Server can now enter an "http" URL as the
data location for a Team Dashboard that already exists.
- Please Note: with the introduction of this feature, Team
Dashboard shortcuts on Windows will have a slightly different format.
When you view the "Properties" for a Team Dashboard shortcut, the
team configuration directory will no longer be specified via the
"Start In" field. Instead, it will be at the end of the "Target"
field, specified as the "-location" parameter.
- The installer will now save the directory locations selected during the
installation process. The next time the installer is run, these saved
locations will be recalled, reducing the chance for error during an
- This version includes fixes for several rare bugs:
- If the Team Dashboard was configured with a malformed URL for the
location of team data, the Team Dashboard could fail to start, and
could fail to display an error message about the illegal URL.
- On some versions of Linux, the Save button might fail to save large
or complex customizations to the team project Rollup Plan Summary
Changes in build 1.10.4
- A new Preferences dialog is available on the "C > Tools" menu,
providing easy access to the most common configuration settings.
- Several enhancements were made to the usability of the WBS
- Pressing the Enter key in the WBS Editor typically inserts a new
task. A new button is now provided to toggle this behavior on
- A "New Tab" button is now displayed, providing one-click access
to the functionality on the WBS Editor "Tabs" menu.
- Teams with very large work breakdown structures may see slight
improvements in the responsiveness of the WBS Editor.
- The defect log now includes an "Import from Code Collaborator"
button. Teams that use Code
Collaborator can take advantage of this new import feature to
reduce double-entry of defect data.
- When work is reassigned, the "Sync to WBS" operation will offer to
delete the tasks from the personal plans of the affected individuals.
Unfortunately, the sync operation would never offer to delete tasks of
type "PSP." This bug has been corrected.
- The dashboard has always included advanced earned value features
to support iterative project planning. Unfortunately, some teams
would inadvertently trigger these advanced features by choosing a
start date in the future (for example, the week after their
project launch). To avoid this confusion, the iterative planning
feature must now be explicitly enabled in the "Tools > Schedule
Options" dialog of the Task & Schedule window.
Changes in build 1.10.3
- Geographically diverse teams - such as teams split between India
and the United States - would sometimes see inconsistent data in the
earned value reports. New time-zone awareness logic has been added to
address these problems. Geographically diverse teams are encouraged
to upgrade and provide feedback. A
- When recursively comparing two directories on Windows systems, the
LOC counter tool would double-count files if the capitalization of the
filename had changed.
Changes in build 1.10.2
- In version 1.9.4, a new server-based component was introduced to
improve performance over slow network connections such as VPNs. This
been enhanced so team members can participate in a team project
without direct connectivity to the team data directory.
- On Mac OS X, the WBS Editor would encounter problems if the
operating system had been configured to use Java version 1.6. These
problems have been resolved.
Changes in build 1.10.1
- Version 1.10.1 contains fixes for several bugs:
- Some users have reported periodic error dialogs describing
"Network Connectivity Problems." This problem has been resolved.
- The play/pause button may look incorrect on Mac OS X, depending on
the version of Java that is currently installed. This problem has
- Some users reported 100% CPU and/or timeouts when viewing quality
reports for their team project. These problems have been traced to
the Percent Defect Free calculation, which has temporarily been
Changes in build 1.10
- The Process Dashboard is now released under version 3 of the GNU
General Public License.
- Play and pause now appear as separate toggle buttons.
- The Team Dashboard Users Manual is now included in the dashboard's
searchable online help.
- When starting a new project or iteration, you can now bring
forward the data from historical earned value schedules. As a result,
the dashboard can calculate forecast dates and prediction ranges
during a team project launch, even before any actual data has been
- The WBS Editor no longer prompts to save if no changes were
- The quality profile chart can now be added to team plan summary
- Charts now display tooltips when you place your mouse over
individual data points. C
- A new checkbox is provided on the Team Project Settings page,
allowing team leaders to turn off the automatic export of data by team
members on a project-by-project basis. This can significantly improve
the shutdown time for individuals who have participated in many
historical team projects. A
- A new, XML-customizable LOC counter makes it easier to define
custom LOC counting rules.
- On Unix/Linux systems, the default web browser has been changed
from Netscape to Firefox.
- Bugfixes and enhancements for better operation on Mac OS X:
Changes in build 1.9.4
- The WBS Editor now includes support for project milestones:
- It is possible to define a list of project milestones, and
optionally enter commit dates
- Each component and/or task in the WBS can be assigned to a
- Marks appear on the colored balancing bars to indicate when
each individual could potentially finish their work for each
- The colored balancing bars can be configured to balance work
for the entire project or just for the next milestone(s)
- Future milestones can be marked as "deferred," and the sync
operation will not copy the associated tasks into team member
- Several changes have been made to improve the usability of
copy/paste in the WBS Editor: C
- The copy/paste behavior of the "Assigned To" column is now more
useful. In most cases, copying these values will simply
reassign tasks without altering the estimated times. Copying
multiple-person assignments will scale the time per person based
on the "Hrs/Indiv" value on the destination task.
- When using copy/paste to duplicate a section of the WBS, it is
now easier to distinguish the original items from the duplicated
- Historically, "PSP Tasks" were required if a team wanted to
capture planned and actual LOC for their project. Now, LOC can
be captured for "code" tasks as well.
- A new "timing reminder" feature is available. This feature can
periodically display pop-up alerts, reminding the user to start or
stop their timer or to change the active task. (This feature is not
enabled by default, but can be turned on by individuals who wish to
use it. To enable this feature, right-click on the tray icon and choose
"Reminder > Enable Reminder.") C
- If another individual has the Team Dashboard locked for editing
when you attempt to open it, the dialog that appears will now tell you
the name of that other individual. (This feature will only work if
both you and the other individual have upgraded.)
- It is now possible to export a snapshot of the Work Breakdown
Structure to Excel. The resulting Excel spreadsheet can be printed or
shared with external stakeholders. C
- Historically, some teams have experienced poor
performance when opening the Team Dashboard or the WBS Editor over a slow
VPN connection. A new server-based component is available to help such
teams. If your team would benefit from this feature, please contact Tuma Solutions for more information.
Changes in build 1.9.3
- Installation and operation of the dashboard on Mac OS X is greatly
- The vertical scale of the filtered earned value chart was
incorrect; this problem has been resolved.
- Several small changes/enhancements to the joining process:
Changes in build 1.9.2
- It is now possible to attach free-text notes to the
components and tasks in the work breakdown structure. These notes can
be viewed and edited in the WBS Editor and in the Personal Dashboard.
In the personal dashboard, a new icon on the main toolbar provides
quick access to the notes associated with the active task.
- The Process Dashboard now supports baselines for earned value
data. You can save a baseline for any earned value schedule, then
view baseline metrics in the task list and EV charts.
- For new team projects, created after the
installation of this update, a new task structure will be used:
- Previously, the process phase of a task (e.g. Planning, Code, Test,
etc) was recorded via a final "stub" that appeared at the end of each
task in the hierarchy. Now, these stubs are no longer created. This
change reduces clutter, makes it easier to subdivide existing tasks,
and reduces the memory usage of the Process Dashboard.
- In a new-style team project, individuals will have a project plan
summary report similar to the one on the team side: it can be edited
to include custom charts, reports, and tables of data.
- Important: Data from new-style and old-style team
projects can still be rolled up together into master
- For a new-style team project that is
underway, new columns will appear in the Work Breakdown Structure
Editor to display actual metrics:
Among other things, this makes it possible to see which tasks have
been completed, which are in progress, and which have not yet
- Actual time spent on each task
- Actual completion date
- Percent complete
- Percent spent
- When changes are made in the WBS, individuals use the "Sync to
WBS" operation to copy those changes into their personal plan. In a
new-style team project, the synchronization is
now bidirectional. When individuals make changes to the following data in
their personal plan, the changes will be propagated back into the
WBS automatically: D E
- Changes to the planned time for tasks
- Changes to the planned hours in the schedule
- Changes to task notes/comments
- Changes to the phase type of a task (e.g. Planning, Code, etc.)
- The colored bars in the WBS Editor are a useful tool for balancing
work between team members. For a new-style
team project that is underway, these bars can now be toggled between
two modes: D E
The new "Remaining Work" mode is a powerful way to rebalance work
during a relaunch. Teams can also use it throughout a project
iteration to continually rebalance work.
- Show End-to-End Plan: This mode takes all tasks into
account. The dates calculated for each team member will
correspond to the "Planned Completion Date" for that individual
in their personal earned value schedule.
- Show Remaining Work: This mode subtracts out tasks that
have already been completed, as well as effort spent on
in-progress work. The dates calculated for each team member
will correspond to the "Replanned Completion Date" for that
individual in their personal earned value schedule.
- The weekly earned value report now includes a "Tasks In Progress"
section. This section displays tasks that have been started but not
yet completed, making it easier to spot problems such as overspent
- The WBS Editor allows you to enter a list of team members, and has
historically allowed the entry of a rough schedule for each person.
That rough schedule only supported a start date and an average number
of hours per week. Now, it is possible to enter detailed schedules
for each team member, to include start dates, end dates, and planned
time exceptions on specific weeks. The colored balancing bars in the
WBS Editor will use these detailed schedules to produce more accurate
planned dates. A D
- A new metrics status report (accessible from the Team Project Tools
and Settings page) displays the list of individuals who have joined
the team project, the date/time of their last data export, and the
version of the Process Dashboard that they are currently running.
This makes it easier to see if all individuals on a team have upgraded
to the latest version of the dashboard.
- In previous releases, the Task & Schedule window has provided
a "Filtered Chart" button that displays EV metrics and charts for a
subset of the project. Now, A "Filtered Report" button is also
available. This makes it possible to view the EV report and weekly
report for a hierarchically drilled-down subset of the project.
- The "Task Labels" column in the WBS now supports typing
autocompletion to help avoid typographical errors during data
- If you rename the earned value schedule associated with a team
project, the Rollup Plan Summary will no longer break. Also, a new
field has been added to the project parameters and settings page,
allowing teams to select a different EV schedule for their project if
desired. C D
- Previously, the WBS Editor would not allow you to assign a task to
an individual until a time estimate had been entered for the task.
Now, it is possible to assign a task to an individual even while the
task's time estimate is still zero. Agile project teams may use this
feature to support on-the-fly cost estimation.
- A new project-specific parameter allows teams to disable
(permanently or temporarily) the alerts telling individuals that they
need to sync to the work breakdown structure.
- The Team Dashboard is now more responsive when navigating from
team project to team project.
- Several common operations have been optimized, and now require much
less time. For example, the dashboard may start in half the time, and
export data in one-fifth the time. D
- Fixes for several miscellaneous bugs:
Changes in build 1.9.1
- Individuals who connect to their organization's network over a
slow VPN should see significantly faster startup times when launching
their personal dashboard.
- The "Tasks to Complete Next Week" section of the weekly earned
value report will now display tasks for the coming week, even if an
individual is ahead of schedule.
Changes in build 1.9
- The Process Dashboard now displays an icon in the system tray:
- Users can click on the icon to start/stop the timer, and tell from a
glance at the icon whether the timer is running.
- The tooltip on the icon displays the active task. Ctrl-click on the
icon allows the user to select a new active task.
- The popup menu on the tray icon provides quick access to many commonly
used dashboard features.
- In the Team Dashboard, you can now expand the weekly earned value
report to show data for each individual team member. This resulting
report can be very useful in weekly team meetings.
- The play/pause button now displays new icons that make it easier
to determine whether the timer is running or stopped.
- Tasks labels (assigned in the WBS Editor) are now displayed for each
task when you open an earned value plan in the Task & Schedule window
or view a report in your browser.
- Warning icons now appear when a task is planned to be completed
before its dependencies.
- Since version 1.7.1b-9, team members have been able to open the
Work Breakdown Structure directly from their personal dashboard. A
preference on the Team Project Parameters and Settings page controls
whether individuals should be allowed to make changes to the WBS.
Previously, this setting defaulted to "read-only," but with this
release, the default is to allow edits. Teams that wish to
keep the WBS read-only will need to adjust the value of this setting
Changes in build 1.8.2
- The Work Breakdown Structure Editor now allows the creation of
additional tabs with user-selected data columns.
- Background tasks (such as periodic backups and exports) now limit
their use of system resources, to avoid pegging the CPU at 100%.
- Previously, when data exports failed, they would delete the target
"pdash" file from the team's data directory. Now, if file or network
problems thwart a data export operation, the "last known good" version of the
"pdash" file will be left in place. As a result, "Task List Missing" errors
should be much less common in the team's earned value schedule.
- A new mechanism has been added that allows defects to be copied from an
external RDBMS into the dashboard's defect log. This mechanism is targeted
for integration scenarios where data is collected in an external system, but
the organization still prefers to use the dashboard as the "official system
of record" for defect data. As such, it might be appropriate for defects
captured in peer reviews, but not for defects found during system testing.
Organizations that are interested in using this feature should
contact Tuma Solutions for assistance.
- Fixes for several miscellaneous bugs:
Changes in build 1.8.1
- Version 1.8 (followed by a minor point release, 1.8.1) addressed a
vulnerability in the Process Dashboard.
Changes in build 1.7.1b-9
- A new option on the team project script menu makes it easy for
individuals to quickly open their earned value Task & Schedule.
- Individuals can now open the team Work Breakdown Structure directly
from their personal dashboard, via a new option on the script menu. (The
Team Dashboard does not need to be running, and the individual does not
need a Team Dashboard shortcut, to use this feature.)
- This can be configured to open the WBS either in read-only mode or
editable mode. The default is to open the WBS read-only, for
viewing purposes. To grant team members the ability to edit the
WBS, open the Team Project Parameters and Settings page for the
project, and check the appropriate box.
- If individuals open the WBS using this approach, add new tasks, and
save the changes, the new tasks will appear in their dashboard
immediately (a sync occurs automatically).
- If another individual has the Work Breakdown Structure locked for
editing when you attempt to open it, the dialog that appears will now tell
you the name of that other individual. C
- Backups of the team Work Breakdown Structure are now created each time
the WBS is saved, and kept for 30 days. This makes it possible to recover
from catastrophic edits that are made to the WBS accidentally.
- In the past, if you opened the WBS for editing, then lost and regained
network connectivity, your lock on the WBS could be silently lost. This
would open the door for you and another individual to edit the WBS
simultaneously, and possibly overwrite each other's work. This problem has
been resolved. C
Changes in build 1.7.1b-8
- It is now possible to view the rolled up time log for team and master
projects. Time log entries from all individuals are consolidated anonymously
into a single list, and displayed in a user interface similar to the Time Log
Editor. Time log entries can be analyzed by WBS component, and filtered by
date. A B
- It is now possible to select time log entries in the personal Time Log
Editor or team Time Log Viewer, and copy these to the clipboard for analysis
in another program like Excel.
- A new option in the Quick Launcher makes it possible to launch a
dashboard instance without searching for external templates, processes,
scripts, or add-ons. For coaches that are on a different network than their
project teams, this can significantly reduce the time required to open a team
data backup. C
- If you don't have permission to modify the files for the WBS, a warning
will be displayed immediately when you open the Work Breakdown Structure
Editor. Previously, the editor would open normally, and you would only see
an error when you attempted to save changes. C
- Bugfix: in the Work Breakdown Structure Editor, top-down-bottom-up errors
would sometimes occur if the value in the Time column was only changed by a
small amount. This error has been corrected. C
- Bugfix: some users on Windows Vista were receiving an error when starting
the dashboard, complaining that the time log file could not be read. This
error has been corrected.
Changes in build 1.7.1b-7
- If an individual needs to perform a "Synchronize to WBS" operation, they
will receive an alert shortly after starting the dashboard. When changes to
the WBS are saved, an automatic "Synchronize to WBS" operation will take place
in the Team Dashboard immediately. B
- A new visual indicator has been added to the main Process Dashboard
toolbar, displaying the percent spent for the current task. This makes it
simple for individuals to notice that they are overrunning the cost estimate
for a given task.
- A new "Replan" column has been added to the earned value task list. This
column displays the planned dates that would result if you were to "replan
from today." This column can be a useful tool for projecting completion dates
in the face of schedule slips - particularly early in the project, when the
forecast dates are too volatile to be trusted. A
- In addition to the "Chart" button, the Task & Schedule window now
contains a "Filtered Chart" button. This button will display a filtered view
of the earned value charts and statistics, for the selected portion of the
hierarchical task list. At the team level, this generalizes the existing
"Individual Chart" feature, making it easy to view earned value charts and
statistics for any hierarchical subset of the project.
- It is now simpler for a user to add tasks to a team project within the
Hierarchy Editor. A new task can be added with a single step (rather than
adding a subtask then adding a phase underneath). In addition, the Common
Team Workflows defined by the team will appear as entries underneath the "Add
Templates" menu in the Hierarchy Editor. B
- The earned value report now includes clickable column headings for sorting
data. Also, the "Weekly View" link has been moved from the bottom of the page
to the top of the page. C
- It is now possible to define a defect type standard at the team level for
shared use by the members of a team project. (This feature is available on
the Project Parameters and Settings page)
- Many teams do not use the full list of phases provided by their team
metrics collection framework, and the extra/unused phases clutter their team
project plan summaries and charts. The Project Parameters and Settings page
now allows each team to select the set of phases they wish to appear in team
forms, charts, and reports. B C
- For convenience, the dashboard's LOC accounting tool has been added to the
- For convenience, many of the buttons on the Team Tools and Settings page
have been replicated in the script button's drop-down menu.
- When a user manually enters interrupt time in their time log, the delta
time is now adjusted accordingly.
- When the Task & Schedule window and Work Breakdown Structure editors
are opened, tasks will initially be expanded and collapsed as they were the
previous time the schedule or WBS was viewed. C
- The Work Breakdown Structure Editor now includes an expand all button on
the editing toolbar. C
- Overzealous internationalization logic in the dashboard was preventing the
proper operation of team functionality for users speaking Spanish, Japanese,
Note: Build 1.7.1b-5 and
Build 1.7.1b-6 were internal builds, released to limited groups
for testing purposes only. Their changes are included in the list
Changes in build 1.7.1b-4
- A new "Quick Launcher" tool is provided for quickly
opening a dashboard instance without making a shortcut first. This
launcher can open any arbitrary pspdata or teaminstance directory you
specify, as well as any backup file (such as the ZIP files
automatically exported by individuals). The launcher can even find
dashboard data in ZIP files inside another ZIP files.
- For access to this new tool, run the installer, select the "Tools
for Team Leaders" option, and create shortcuts.
- To use the launcher, simply drag and drop a directory, ZIP file, or PDBK
file (see below) onto the Quick Launcher icon. Alternatively, you can
start the Quick Launcher application by clicking on the icon, then drag
and drop files onto the Quick Launcher window.
- Some teams are currently using the "backup.extraDirectories"
configuration setting to export snapshots of individual dashboard data to a
network directory, for coaching and mentoring purposes. The backups created
in this way now include data disseminated by the team dashboard. As a result,
you can open one of these files using the Quick Launcher, and the status of
dependent tasks will be correct (as of the time the data was backed up), even
if you cannot see that team's data directory from your local area
- A new option has been added to the "C > Tools" menu, allowing
the user to save a backup of their data directory to a file of their choosing.
The backup can be saved either in ZIP format, or Process Dashboard Backup
(PDBK) format. (The latter format is provided as a convenience for
organizations that have difficulty emailing ZIP files.) The resulting files
can be opened in the Quick Launcher from any computer, at any point in the
future, with or without network access, to view exactly what that dashboard
instance looked like at the moment the backup was made. This new option
provides several powerful uses:
- Individuals can save a snapshot of their personal Process Dashboard
instance, and send it to a team leader, TSP launch coach, or PSP
instructor for mentoring or other support.
- Team leaders can save a snapshot of their Team Dashboard instance, and
send it to a TSP launch coach for mentoring / support. The coach can
open the resulting file with the Quick Launcher, see their team plan,
open their WBS, and even edit the WBS - all without modifying the
"real plan," and without needing access to the shared network
directory where team data is stored.
- Team leaders can save snapshots of their entire Team Dashboard
instance on a periodic basis. Unlike the current plan summary
snapshots, these data backups capture the complete state of the team
plan at an instant in time, with full interactivity. This makes it
possible to open a historical version of the team dashboard, and see
exactly what the team plan looked like at some time in the past.
- A team leader can save a backup of their team data directory, then open
that backup to perform limited "what-if" analyses, without
altering the real team plan.
- The PROBE Wizard is now displayed in a larger, resizable window to address
width problems with the "Historical Data" page. Also, when the user
has mismatched size and time estimates, the final page of the wizard now
includes a hyperlink allowing them to accept those estimates and quit
- A bug in the PSP for Engineers template was preventing students from
adding phases to their Interim Report and Final Report tasks. This bug has
- The injection phase of a fix defect is now initialized by default to the
removal phase of the causative defect.
Changes in build 1.7.1b-3
- When displaying the Flat View of tasks in the earned value report, tasks
are now sorted chronologically by forecast date. (Previously, they were
sorted by the "Assigned To" individual's name.)
Changes in build 1.7.1b-2
- Drag-and-drop can be used to reorder tasks in the Flat View of an earned
Changes in build 1.7.1b-1
- Forecast dates are calculated for every task in the EV schedule.
- Whenever the status information for a task dependency is displayed, it
will now display the dependent task's forecast completion date instead of the
planned date. (If the forecast date is unavailable, the planned date will be
used as a fallback.)
- On the "Combined" earned value chart, the "Actual
Time" line has been replaced with an "Actual Cost" line. With
this change, the three lines on that chart are now displaying traditional
BCWS, BCWP, and ACWP metrics. A
- When you apply a label filter to the team project plan, that filter
will affect all parts of the earned value report and the week report.
- Now, the weekly earned value report always has a "Next" hyperlink.
You can move as far into the future as you like, without being constrained by
the preexisting schedule boundaries.
- If you turn of the "Assigned To" column on an EV report, it will also turn
of the names of individuals in the task dependency status details. The
resulting report should not indicate the name of any real person, making it
safer to share with external stakeholders.
- Fixed a bug that caused a "sync to WBS" operation to run forever when the
WBS contained two tasks with duplicate names.
In the change list above, some features are marked with superscripts.
These superscripts indicate additional considerations that should be taken
into account by teams as they upgrade. Those considerations are listed
Note A: Teams are encouraged to upgrade together. This
feature may not work properly until all team members have upgraded, then
exported their data at least once.
Note B: Teams using a built-in metrics collection framework
will enjoy this functionality simply by upgrading. Teams that have defined
their own custom metrics collection framework will need to
refresh the definition
of that framework.
Note C: Team leaders, mentors, and coaches can safely
upgrade to take advantage of this feature, even if team members themselves do
Note D: Teams that have defined their own custom
metrics collection framework will need their framework definition
refreshed. Unfortunately, the metrics framework generator on this
site is configured for an earlier version of the Process Dashboard.
To generate a metrics framework that utilizes the most recently
released functionality, please contact Tuma
Solutions for assistance.
Note E: This feature is only available for
new-style team projects. To use this feature,
teams will need to upgrade the dashboard, then create a new team
project during their next team launch/relaunch.
Team Software Process(SM) is a service
mark of Carnegie Mellon University. Tuma Solutions is not affiliated
with or endorsed by Carnegie Mellon University.