Application Overview landing page
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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.
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:
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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:
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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. |
This section displays a list of your top-level case types.
Click the name to open the case type in Case Designer.
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.
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 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.
This section displays the number of items in each application profile component.
Click any component name:
For more information on how to configure each of these components, see Working with Application Overview details.
This section displays the selected development 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.
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.
current application, landing page, Direct Capture of Objectives, Organization | |
About Application rules
About Application Specifications About Connect CMIS rules Tools — Application |