About the Sizing wizard

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The Sizing wizard enables you to create, edit, and attach an Excel spreadsheet to your current or built-on applications with information that helps you estimate the duration and resources needed for your implementation. You can use the wizard to create a sizing item that associates the spreadsheet with an application and implementation methodology. As your project progresses, you can use the wizard to review or update these items (for example, update or add a new spreadsheet), and employ filtering options to customize the use cases or user stories of all types (including correspondence, reports, and integration) in the Excel spreadsheets.

To start the Sizing wizard, either:

 

Fields

The wizard contains the following fields.

Field

Description
New Sizing

Select to create a new sizing item.

Does not appear when displaying a sizing item.
Use Saved Settings

Select a current or built-on application to display a list of saved sizing items. Select one to display its form in the wizard to view or modify its settings.
Select an Application

The drop-down menu displays the current and built-on applications.

  • When updating a sizing item — Select to display the most recently attached spreadsheet for the application and the selected methodology.
  • When creating a sizing item — Specify the application to which you want to attach the sizing spreadsheet.
Implementation Methodology

The drop-down menu contains the following methodology options:

  • PegaBPM
  • Scrum
  • Other

Use the menu as follows:

  • When updating a sizing item — Select to display the most recently attached spreadsheet for the methodology and selected application.
  • When creating a sizing item — Specify the methodology you want to associate with the sizing spreadsheet. The system provides a methodology-specific Excel template when you click the Create Project Sizing button.
Sizing Attachments

Displays a link to the sizing spreadsheet most recently attached to the selected application and implementation methodology. Click the link to view or update the spreadsheet.

When you import another spreadsheet using the Attach Project Sizing to Application button, the current link is replaced by a link to the new spreadsheet.
Use Case/User Story Filter Criteria

Optional. Use these settings to control which use cases (PegaBPM or Other methodology) or user stories (Scrum methodology) you want to include when you generate your sizing spreadsheet. This feature allows you to easily update sizings as your implementation progresses.

By default, the standard spreadsheet templates include:

  • Use cases or user stories of all case types in the selected application
  • All supporting use case or user story categories
  • Use cases or user stories with a status of New

Include Use Case/User Stories

Select to filter the use cases or user stories by date.

In the fields, enter:

  • Updated or Created for as the first criteria.
  • On or after or On or before as the second criteria.
  • A date you select in the calendar.
Case Types and Supporting Use Case/User Story Categories

Click the Make Selection button to filter the use cases or user stories based on:

  • Case types
  • Supporting categories

In the pop-up dialog, make your selections and click OK to apply them. You must select at least one item in this section.

Use Case/User Story Status

Click the Make Selection button to filter the use cases or user stories you selected in the Case Types and Supporting Categories section based on status.

You must select at least one.

 

Buttons

The wizard contains the following buttons.

Button

Description
View Related Project Timelines

Click to display, in a pop-up dialog, a summary work effort duration values (in weeks) for the spreadsheet displayed in the Sizing Attachments field.

When you create an application profile document in the Document wizard, it uses these values as the document's default project timelines (for the specified application and methodology).
Attach Project Sizing to Application

Click to locate a sizing spreadsheet file on your local system and upload it to the wizard. In the Attach Project Sizing pop-up dialog, enter the path to the file you want to import and click OK. The system updates the View Related Project Timelines values, and attaches the spreadsheet to the Attachment tab on the selected Application rule form.

You can access the spreadsheet using the Sizing Attachments link on the wizard, on the Application rule form, or from the Attachments button on the Application Overview landing page.

If the application rule is locked, enter the application password in the dialog and add the attachment.
Create Project Sizing

Click to open a standard sizing Excel template based on the selected implementation methodology. The system applies any filter criteria you have specified for use cases or user stories of all types (including correspondence, reports, and integration), and adds them to the spreadsheet.
Save

Click to save your settings as a new sizing item or overwrite an existing one. All of the selected filter options will be saved.

In the pop-up Save Settings dialog, enter an item name and click OK. The system creates the item and replaces the current display with the item (the name appears at the top of the wizard). When you start the wizard again, the item appears on the Used Saved Settings list.

If you enter the name of an existing item, either:

  • Keep the name and click OK to overwrite the original item settings.
  • Change the name in the field and click OK to create a new item.
Delete

Delete a saved sizing item. Does not remove an the attached spreadsheet from the application rule.

This option appears only when the wizard displays an item (not in create sizing mode).
Cancel Click to exit the Sizing wizard.

Creating a sizing item

To create a sizing item and attach the spreadsheet to your application, do the following:

  1. Start the wizard.
  2. Select the New Sizing radio button
  3. Select the current or a built-on application in the Select an Application drop-down.
  4. Select one of three spreadsheet templates in the Implementation Methodology drop-down: PegaBPM, Scrum, and Other. The system uses the selected application's DCO specification instances of different types, including interfaces, reports and correspondence) to populate the spreadsheet.
  5. Optionally, use the options in the User Story Filter Criteria to override the default values in the spreadsheet.

  6. Click the Create Project Sizing button, which opens the appropriate Excel spreadsheet template. Edit the values if necessary and save the spreadsheet to a local directory.

  7. Click the Attach Project Sizing to Application button.

  8. When you click the button, the Attach Project Sizing dialog appears. Select the spreadsheet from your local directory.

  9. Click OK in the dialog. The system imports the spreadsheet and gives it a unique identifier, which includes a date/time stamp (for example, ProjectSizing_PegaBPM_20130404T175202.xlsm). The identifier appears as a link in the Sizing Attachments field, and in the Attachment tab on the selected Application's rule form. The generated identifier lets you to upload multiple versions of a single Excel file without overwriting the original. The spreadsheet's summary work effort duration information appears in a pop-up dialog when you click the View Related Project Timelines button.

  10. Click Save to create the sizing item for reference and to reuse later in the project. The Save Sizing settings dialog appears. Enter a name for the sizing and click OK to save it. If a sizing of the same name already exists, either change the name to create a new sizing, or keep the name to overwrite it.
  11. When you click OK, the system generates the sizing item and displays it in the wizard.

  12. Click Cancel to exit the wizard.

Updating a sizing item

  1. Start the wizard. It displays the last spreadsheet you attached to the application.
  2. Click the Used Saved Settings radio button. A list of saved items appears.
  3. Click the item you want to update. The wizard displays the item.
  4. You can change the application or methodology.
  5. You can modify or replace the current spreadsheet attachment by:
  1. Click the Attach Project Sizing to Application button to attach the modified or the new spreadsheet. The system assigns it a new identifier and replaces the link in the Sizing Attachments field.
  2. When you are finished making your updates, either:

 

Definitions implementation methodology, Direct Capture of Objectives, Application Document Wizard
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