The Planning Editor

The Planning Editor is the hub for your project's Agile activities. Here you can see, plan, and monitor the features and tasks that need to be completed in order to release your product. You can assign artifacts to planning folders, make quick changes and in-place updates, and view charts that help you monitor progress.

The Planning Editor has three panes:
planning editor
The Planning Folders pane displays a hierarchy of all the planning folders in your project and the effort estimates for each one. When you select a planning folder, the adjacent table displays the artifacts it contains. You can drag artifacts from the backlog pane or artifact table and drop them into a planning folder in this pane. You can show or hide inactive planning folders, by clicking this icon (available since TeamForge 5.4):
planning editor
In the Backlog pane, depending on your active planning folder, you can see the list of artifacts for the product (the "product backlog"), or a particular release or iteration (in Agile terms, an "iteration backlog" or "sprint backlog"). Selecting "None" for the active planning folder displays all the artifacts required for the product that have not yet been assigned to a specific iteration or release.
The artifact table displays details for the individual artifacts for the selected planning folder. In this pane, you can quickly create new artifacts and establish dependencies, and make in-place edits to artifact status, priority, effort estimates and the user it's assigned to. This can be particularly useful if, for example, you're in a planning meeting and need to make changes on the fly. Your changes are local until you save them. You can choose to see all artifacts or only the open ones by toggling the Open Artifacts option.
The chart icons at the top right corner of the editor provide access to a variety of graphs that help you monitor your project's progress. See What are all these charts about?.