Create and edit a Module fo Transformation

You will find that tab via Configuration and settings  > Modules.

There are 4 types of transformation modules:

 


> Generic effort module

You will find that tab via Configuration and settings  > Modules > Generic effort.

 

That module may have a size or an effort as input. That input will be transformed by weighting factors that are configured in the module instance to get a size or an effort as an output. It can have 4 inputs and 4 outputs. The 4 outputs must be the same type (size or effort). The outputs must also be the same type (size or effort) but not necessary the same as the input.

That module configures the calculation to model an exponential curve (standard shape of a size/effort graph).

The equation is the following:

P.(C.size)S

 

  • “P” is the product (or the sum) of several coefficients that are configured in an instance of the module.
  • “C” is the product (or the sum) of several coefficients that are configured in an instance of the module.
  • “S” is the product (or the sum) of several coefficients that are configured in an instance of the module.

That equation enables to implement the COCOMO calculation of the effort.

Some coefficients of the calculation of P, C or S can only be known during their calculation (i.e. team maturity or language development coefficients). The module records the values corresponding to each case. During the execution of the module, the system will let the user make his/her own adjustments.

 

How to create generic module efforts

You can create new efforts by clicking on the Create button, two tabs will come up:

 

  1. The first page includes several categories of information:
  • Description,
  • Inputs,
  • Factor,
  • Outputs.

 

  1. Provide:
  • Name,
  • Description,
  • Instance mode (drop-down list; Standard, defects calculation),
  • If it is a three-point estimation, check the box.
  • Inputs units and coefficients and specify if they are modifiable.
  • Outputs with a unit and a coefficient and specify if they are modifiable.

 

  1. Factors configuration

The configuration of factors and values is done through an Excel file.

The specification of factors is done through the Factor Excel sheet and the values through the Values sheet. A factor is characterized by the following information:

  • Sacle-Prod: C for the Coefficient factors and P for the Product factors,
  • Factor type,
  • Short name,
  • Long name,
  • Description.

For each factor, you can define none or several possible values and a default value.

Definition and description of the generic effort module factors

 

Definition of the values of generic effort module factors

How to import a module of generic effort

You can import a generic effort module with a click on Create above the list of existing modules. You will be directed to the creation page. Select a file and click on import at the upper-right side of the page.

How to edit, duplicate, locate or delete generic module efforts

Depending on your rights, you can edit, duplicate, localize or delete an generic effort module thanks to the  icons  located in the Actions column.

 


> Knowledge base module of transformation (capitalization)

You can find that tab via Configuration and settings  > Transformation.

 

The module exploits a data base made of the results of previous projects (project characteristics, size, real effort). The system uses characteristics of your project to identify similar projects in the data base. It will compare them to calculate the effort corresponding to the input charge by linear regression.

 

That table lists the existing knowledge base modules of your organization.

How to create a knowledge base module

You can create a module thanks to the Create button, this tab will come up:

 

A knowledge base module is characterized by:

  • Name,
  • If it is a 3-point estimation, check the box,
  • If the input value is alterable,
  • Start date,
  • End date,
  • the number of the previous projects,
  • a standard unit coefficient
  • an effort unit.

The fields indicated with an asterisk are mandatory.

 

You can also import a knowledge base transformation module. Select an Excel file from your computer and upload it to Estimancy thanks to the Import an instance of the model at the top-right corner of the page.

 

How to edit, duplicate, locate and delete a knowledge base module

You may be edit, duplicate, locate and delete thanks to the  icons from the Actions column.

If you edit a model, two tabs will come up. The first one is similar to the creation tab (knowledge base) and the second one shows data (data):

img class=” wp-image-3123 aligncenter” src=”https://estimancy-themes.com/wp-content/uploads/2017/06/kb-tab-300×82.png” alt=”” width=”450″ height=”123″ />

You can import or export data from the edition tab.

 


> Operation module

You will find that list via Configuration and settings  > Modules > Transformation.

That module executes calculation operations (sum, mean, product) with input and output data of the estimation plan modules. You can define as many outputs as needed.

Create an operation module

You can create an operation module with a click on Create at the top of the table, then:

 

  1. Fill in the following fields:
  • Name,
  • If it is a 3-point estimation, check the box,
  • Operation type (sum, mean, product).

 

  1. Manage the output or input attributes:

You may specify as many outputs and inputs as you need with a minimum of 2 inputs and 1 output. An input or an output is characterized by the following information:

  • Name,
  • Description,
  • Type: input or output,
  • Is modifiable, check the box if it is,
  • Standard conversion coefficient,
  • Unit.
  1. Edit or delete an input/output attribute:

Depending on your rights, you can edit or delete an input/output attribute thanks to the icons located in the Actions column of the table.

 

Edit, duplicate, localize or delete an operation module

Depending on your rights, you can edit, duplicate, localize or delete an operation module thanks to the icons located in the Actions column of the table.

If you edit the module, you will be directed to two tabs:

  • Operation model (similar to the creation window),
  • Manage input and output attributes.


> Expert judgment module

You can find that table via Configuration and settings  > Modules > Transformation > Expert judgment.

 

That module enables to take into account an expert opinion by entering or modifying values such as size, effort, cost, bug or weight.

 

Create an expert judgment module

Depending on your rights, you can create an expert judgment module with a click on the create button, located above the table. Fill in the following fields:

  • Name of the module,
  • Description,
  • If it is a 3-point estimation, check the box,
  • If you activate the cost, check the box, provide a wording and a conversion coefficient,
  • If you activate the effort, check the box, provide a wording and a conversion coefficient,
  • The size estimation is automatically activated. If you want to activate the modification of the size, check the box.
  • Size unit wording.

 

Edit, duplicate, localize or delete an expert judgment module.

Depending on your rights, you can edit, duplicate, localize or delete an expert judgment module thanks to the icons located in the Actions column of the table.