How to create a Module of Size

There are two types of units of size:

 


> Unit of work module

 

That module lists and determines the complexity of basic components (UW – Unit of Work) enabling to calculate the size of the software to be done. That size may be expressed in Function Points or Units of Work which may be different depending on organizations.

Thanks to that module, you may configure as many outputs as you wish (Effort, Size, Cost, etc.). You may also configure a set of weighting coefficients. Those coefficients will enable you to configure your units of work during the counting.

The unit of work module may provide other outputs thanks to weighting coefficients applied on the size of each UW. The module also provides as an output the sum of each element (size, personal 1, personal 2, etc.).

The list of UWs, the determination rules of the UW complexity and the calculation of the size are recorded in an instance which should be named. That instance will then be used in the estimation plan.

 

That table lists the generic unit of work modules of the organization:

For one model, you may specify several Unit of Work types and for each unit of work type, you may specify several Complexity thresholds.

We calculate the total weight (tW) for each complexity threshold. Each threshold is defined by:

  • its name,
  • it’s a weight and b weight according to the formula ax+b with x corresponding to the value from the attributes calculation.

Note:

  • If the Calcul. Box is checked, a and b will be replaced by their value.
  • If the calculation box is not checked, we only use the value from the attributes calculation, a=1 and b=0.

Each threshold also includes a low closing limit [ and a high opening limit [. Depending on the value from the attributes, the application will automatically calculate the associated threshold.

 

For instance, if the value from the attributes is 34 and that the thresholds are the following:

Threshold A: [0, 20[

Threshold B: [20, 40[

Threshold C: [40,60[

The application will choose the threshold B because 34 is between: [20, 40[.

For each output/threshold intersection in the table, we can specify an initial value (iV), a UW Complexity coefficient (UWCPLX).

We also specify a matrix between outputs to determine the outputs calculation order.

For instance, you can specify if a B output (B column) uses the result of an A output (A line) adding a 1 in the box corresponding to the junction of the two outputs in the table.

 

You also can specify weighting coefficient values (wC) for each coefficient element and output intersections in the table. If there is no wC value specified for any output, then, that element will not be usable during the count for that UW type. The weighting coefficients of the model (wCm) that are common to all the units of work must be considered.

For each output, the final calculation is:

 

iV + tW * UWCPLX * wCm *wC

 

You can specify if each output is to:

  • Display and disable modifications,
  • Display and enable modifications (the calculated value and the retained modifiable value are displayed),
  • Only modifiable,
  • Not display.

Note:

If an output is not displayed, it is nevertheless still considered for calculation.

 

How to create a generic unit of work module
  1. You may create a unit of work module with a click on Create above the table and fill in:
  • Name,
  • Description,
  • Configuration type: former configuration, new configuration (drop-down list),
  • To enable technologies check the box,
  • Default display: list or tab,
  • If it is a 3-point estimation, check the box,
  • Wording of the module size unit,
  • Effort to hour conversion coefficient,
  • To enable the Automatic counting, check the box,
  • Position: to determine the order of the columns (criteria, complexity coefficient, coefficient) of the interface of the module on the dashboard, enter numbers from 1 to 3 in the boxes.

 

  1. Click on:
  • Save to finalize the creation of the module and be redirected to the edition tabs of the module.
  • Apply to create the module and remain on that window.
  • Back not to create the module and be redirected to the size module list of the organization.

 

How to import generic unit of work modules
  1. You may create a unit of work module form an Excel file with a click on Create above the list of modules of size of the organization.

  1. That window will come up:

  1. Select an Excel file on your computer.

 

How to edit, duplicate, locate and delete a generic unit of work module

The modules may be edited, duplicated, localized or deleted thanks to the icons located in the last colon of the list table.

  1. The modules may be edited with a click on . You will then be directed to the edition tab of the unit of work module:
  • Generic unit of work module,
  • Management of the attributes,
  • Configuration of the weighting coefficients,
  • Configuration of the outputs.

  1. If you click on the name of the module in the table, the specifications of the module will appear. They can be edited and new ones can be created.

 


1. “Generic unit of work module” tab

You can find that tab via Configuration and settings  > Modules > Size > Edit generic unit of work module .

The specifications of the module are presented in that tab.

 

  • Characteristics

A of work module is defined by:

  • Name,
  • Description,
  • Configuration type: former configuration, new configuration (drop-down list),
  • To enable technologies check the box,
  • Default display: list or tab,
  • If it is a 3-point estimation, check the box,
  • Wording of the module size unit,
  • Effort to hour conversion coefficient,
  • To enable the Automatic counting, check the box,
  • Position: to determine the order of the columns (criteria, complexity coefficient, coefficient) of the interface of the module on the dashboard, enter numbers from 1 to 3 in the boxes.

All those characteristics may be modified.

 

  • Export the module

You may export unit of work modules thanks to the Export button located in the top-right corner of the Generic unit of work window.

An Excel file including the characteristics of the module will be automatically up loaded to your computer.

 

 


2. “Manage the attributes” tab

You will find that tab through Configuration and settings  > Modules > Size > Unit of Work module edition  > Manage the attributes.

That tab lists the attributes and enables their configuration.

The attributes will be used during the counting of the units of work.

  • The thresholds will be specified for each attribute.
  • Each threshold includes a C coefficient, an a value, a b value and Ca attribute coefficient.
  • If the ax+b option box is checked, the formula is the following: Ca * C * a * x + b with x as the counted value.
  • If the ax+b box is not checked, b will be ignored, the formula is the following: Ca * C * a.

 

How to create, edit or delete an attribute

You may create a new attribute with a click on Create (under the tab) et fill in:

  • Name of the attribute,
  • Description.

 

Depending on your rights and permissions, you may edit or delete an attribute thanks to the icons located in the Actions columns of the table.

 

 


3. “Configure the weighting coefficients” tab

You will find that tab through Configuration and settings  > Modules > Size > Edition of a unit of work module  > Configure the weighting coefficients.

 

Thanks to that tab, you may create and manage weighting the coefficients affecting the unit of work module.

There are 3 types of coefficient:

  • Coefficients: we multiply by the coefficient value,
  • Percentages: we multiply by the coefficient value and then divide by 100,
  • Lists: several values can be specified, we multiply by the selected value.

 

How to create a new coefficient

 You may create a coefficient with a click on New coefficient at the bottom of the page:

 

 

  1. That window will appear and you will have to fill in the characteristics of the coefficient:
  • Name,
  • Description,
  • Coefficient type: list, percentage or coefficient,
  • if you want to authorize the modification, check the box,
  • if the coefficient is deported, check the box.
  1. Then:
  • Click on Save to finalize the creation of the coefficient and be redirected to the previous tab.
  • Click on Back to be redirected to the previous page without creating a coefficient.

 

For the “percentage” and “coefficient” types, only one coefficient element is necessary.

You may delete a coefficient thanks to the icons located at the top-right corner of the table.

Calculation method

A * Coefficient

A * (Percentage/100)

 

How to add, edit or delete coefficients

For each case, you may add a coefficient with a click on Create under the corresponding table and provide:

  • Name,
  • Description,
  • If it is a default value, check the box,
  • Value,
  • Minimum,
  • Maximum,
  • Display order.

 

Depending on your rights and permissions, you may edit or delete coefficients thanks to the icons located in the last column of the table.

 


4. “Configure the outputs” tab

You can fine that tab through Configuration and settings  > Modules > Size > Unit of work module edition > Configure the outputs.

 That tab enables to create and manage the outputs of the unit of work model.

There are 3 types of outputs:

  • Effort,
  • Size,
  • Cost.

 

How to create an output

You may create an output with a click on Create and fill in:

  • Name,
  • Type of output (effort, size, cost),
  • Unit of output,
  • if you want the subtotals to be calculated, check the box,
  • Standard conversion coefficient (only for effort outputs),
  • Calculation order.

 

How to edit or delete an output

Depending on your right and permissions, you may be able to edit or delete an output thanks to the icons located in the last column of the table.

 


How to see the model

You may see the model configuration with a click on See the model located in the top-right corner of the Generic unit of work window.

The data of the model may be presented under tabs or in tables. That parameter is configurable in that tab.

 

How to create a Unit of Work type

It is possible to create unit of work types with a click on Create a new unit of work type in the model.

Note: To access the model:

  • From the module of size tab > Edit the module  > See the model > Create a new unit of work type (top-right corner of the window).
  • From the module of size tab, click on the name of the module in the table > Create a new unit of work type (top-right corner of the window).

A unit of work type is characterized by:

  1. Unit of work type,
  2. Description,
  3. If you want the complexity to be calculated in function of criteria’s values,
  4. The type of calculation for the attributes (coefficient or percentage),
  5. if you want the Input size to be modifiable,
  6. if you want to display the threshold,
  7. if you want the complexity to be modifiable.

Then:

  • Click on Save to finalize the creation of a unit of work type.
  • Click on Back not to save the characteristics and be redirected to the model page.
  • Click on Delete to delete the unit of work and all related specifications.

Depending on your rights and permissions, you may edit or delete unit of work types with a click on Edit in the model

 


Knowledge base module

This table lists the knowledge base modules of the organization:

How to create a module of knowledge base of size
  1. You may create new knowledge base modules with a click on Create above the knowledge base modules list and fill in:
  • Name,
  • Description,
  • X-axis wording,
  • Y-axis wording,
  • If it is a 3-point estimation, check the box,
  • If the modification of the input value is allowed,
  • Project start date,
  • End date,
  • Number of previous projects,
  • Size unit.

 

  1. Click on:
  • Save to finalize the creation of the module and be redirected to the edition tabs of the module.
  • Apply to create the module and remain on that window.

  • Back not to create the module and be redirected to the size module list of the organization.

 

How to import knowledge base modules

1.You may create a new module by importing an Excel file with a click on Create above the list table:

2. Select of Excel file from your computer thanks to the top-right button of the window.

How to edit, duplicate, localize and delete a module of knowledge base of size.
  1. You can edit, duplicate, localize and delete a knowledge base module thanks to the icons located in the Actions column of the table.

 

  1. If you wish to edit a module, click on the icon corresponding.
  • Knowledge base
  • Data

 

Knowledge base

That tab is an edition tab of the knowledge base module of size. It is similar to the creation page of knowledge base module of size except two filters.

 

Data

That tab is one of the edition tabs of the knowledge base module of size.

You can import or export the data base of size.