To plan how and when an artifact is to be addressed, assign it to a planning folder.
Note: A planning folder can contain artifacts from many different trackers. When you assign an artifact to a planning folder, the artifact is still in the tracker where it was created.
- Click Tracker in the project navigation bar.
- Find the tracker that contains the artifact you want to assign, and select the artifact. You can select any number of artifacts at once.
- Click Plan for and select a planning folder.
The planning folder you assigned is now shown in the Planned For column on the Planning Folder Summary page.
You can always reassign an artifact to another planning folder as conditions change. Any effort data you have provided is recalculated automatically.
Note: When a tracker is disabled, artifacts from that tracker do not contribute to the effort totals calculated for any planning folder they are in.
Tip: When you are working with a single artifact, you might prefer another way to assign it to a planning folder: open the artifact you want to assign and look for the Planning Folder field. Select a planning folder for the artifact and save the artifact.