Application Overview landing page

The Application Overview landing page gives you a 360-degree view of your application. Use the robust set of options to quickly capture, update, and document your application profile.

Access the landing page by selecting Open Overview from the Application menu.

Quick actions

The landing page header displays the short description of the application and an Actions menu.

Click the short description to open the application rule.

Select an option from the Actions menu to quickly view or modify an aspect of your application profile. Options include:

Option	Description
Document Application	Select a submenu item to create a Word document: `Application Profile` — Run the Application Document Wizard without prompts for input. This option uses default values, your application name, and operator organization to create an application profile. `Application Document` — Launch the Application Document Wizard. This option allows you to enter input values before creating the document.
Generate Sizing	Select this option to launch the Sizing Wizard. This wizard creates reusable spreadsheets that help you estimate project size and duration.
Package Application	Select a submenu item to create an archive: `Basic` — Run the Application Packaging Wizard without prompts for input. This option uses default values to package the application into a .jar file. It does not create a product rule. `Advanced` — Launch the Application Packaging Wizard. This option allows you to enter input values before creating the archive and associated product rule.
Lock Application or Unlock Application	Select this option to password protect your application in development environments. When your application is locked, the lock icon appears in the landing page header and the Edit button in many sections is disabled. This option is equivalent to selecting or clearing the Require password to update application check box on the Definition tab of the application rule. To prevent possible conflicts, close the application rule before using this option.

Application Cases

This section displays a list of your top-level case types.

Click the name to open the case type in Case Designer.

Description

This section displays the high-level description for your application.

Click Edit to update the description. As a best practice, enter text that describes the purpose of your application or the business value it adds to the organization.

The text you specify populates the Description field on the History tab of the Application form.

Business Objectives

This section displays a list of expected business outcomes and objectives for your application.

Click Edit to make the grid open for edit. You can:

Click + Add objective to append a new business objective to the list.
Add a new description or edit an existing description.
Drag and drop business objectives to change their position in the list.
Click the delete icon to remove a business objective.

Click Save when you are finished.

The values you specify in this section are used to populate the Business objectives list on the Documentation tab of the Application form.

Details

This section displays the number of items in each application profile component.

Click any component name:

Requirements — Launch the Requirements tab of the Application Profile landing page.
Specifications — Launch the Specifications tab of the Application Profile landing page.
Assumptions — Review or edit a list of project management assumptions.
Attachments — Review or edit a list of files, typically reference documents, that is attached to this application.
Actors — Review or edit a list of users, external services, and systems that performs work in your application.
Participants — Review or edit a list of project resources.
Collaborators — Launch the Access Groups & Users tab of the Application Structure landing page.

For more information on how to configure each of these components, see Working with Application Overview details.

Project Methodology

This section displays the selected methodology for your application.

Click Edit to select from a list of all supported methodologies. Click Save when finished.

The value you specify populates the Project Methodology field on the Application form. It also affects the available options in the Application Document Wizard, Sizing Wizard, and Specification form.

Pega Pulse

Use this gadget to facilitate collaboration and conversation among application developers and users.

See Understanding PegaPulse for more information.

For an illustrative example of how you can use the Application Overview landing page, see the PDN article Managing your application profile from the Application Overview landing page.

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