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Challenge

Sizing a Pega Platform project

2 Tasks

15 mins

Visible to all users
Beginner Pega Platform 8.6 Low-Code App Development English

Scenario

Prior to beginning work on the Roadside Assistance application, stakeholders have requested an estimate of the project size and scope. The estimate is used to consider staffing models and provide an approximate delivery date. Using the Case Designer, assign releases to the channels and data objects associated with the Assistance Request and Service case types. Then, run the Estimator tool to calculate the sizing estimate for the MLP 1 release.

The following table provides the credentials you need to complete the challenge.

Role User name Password
Application Developer author@gogoroad pega123!
Note: Your practice environment may support the completion of multiple challenges. As a result, the configuration shown in the challenge walkthrough may not match your environment exactly.

Challenge Walkthrough

You must initiate your own Pega instance to complete this Challenge.

Initialization may take up to 5 minutes so please be patient.

Detailed Tasks

1 Assign a release to the channels

  1. In the navigation pane of App Studio, click Case types > Assistance Request to open the Assistance Request case type.
  2. In the Create stage, under Personas & Channels, click User Portal for the CSR persona.
  3. In the Channel properties pane, in the Release list, select MLP 1.
  4. In the Complexity list, select OOTB.
    channel-configuration
  5. Repeat steps 2-4 to update the remaining channels using the values in the following table. 
    Caution: Save your changes to the Assistance Request case type before implementing the changes for the Service case type. 
    Case type Stage Persona Portal Release Complexity Mark as done
    Assistance Request Create User User Portal MLP 1 OOTB  
    Assistance Request Create User User Mobile App MLP 2 Medium  
    Assistance Request Validation User User Portal MLP 1 OOTB  
    Assistance Request Service User User Portal MLP 1 OOTB  
    Assistance Request Resolution User User Portal MLP 1 OOTB  
    Assistance Request Approval Rejection CSR User Portal MLP 1 OOTB  
    Assistance Request Approval Rejection User User Portal MLP 1 OOTB  
    Assistance Request Approval Rejection User User Mobile App MLP 2 Medium  
    Service Service CSR User Portal MLP 1 OOTB x
    Service Service Service provider User Portal MLP 1 OOTB x
  6. Click Save.
Tip: Complexity indicates how much time the development team needs to implement the channel. Implementing a channel includes completing all the actions necessary for a persona to begin using a channel. Even OOTB personas and channels require further configuration and testing before they can be marked as done.

2 Assign a release to the data objects

  1. In the Create stage of the Assistance Request case type, under Data & Interfaces, in the Customer data object, click Pega.
  2. In the configuration pane, select the Read check box.
  3. In the System details section, select the Existing API check box.
  4. In the Release list, select MLP 1.
  5. In the Complexity list, select Low.
    data-object-configuration
  6. Repeat steps 2-5 to update the remaining data objects using the values in the following table. 
    Caution: Save your changes to the Assistance Request case type before implementing the changes for the Service case type. 
    Case type Stage Data object Data source Read Write Existing API Release Complexity Mark as done
    Assistance Request Create Service address Pega       MLP 1 Low  
    Assistance Request Create Vehicle information Pega       MLP 1 Low  
    Assistance Request Create Payment information Pega       MLP 1 Low  
    Assistance Request Service Service provider Pega x   x MLP 1 Low  
    Assistance Request Resolution Services offered Pega       MLP 1 Medium  
    Assistance Request Approval Rejection Customer Pega   x x MLP 1 Low  
    Assistance Request Approval Rejection Payment information Pega       MLP 1 Low  
    Service Service Services offered Pega x   x MLP 1 Low x
  7. In the Create stage of the Assistance Request case type, in the NHTSA Model data object, click Pega.
  8. In the configuration pane, in the Select system list, select Create new.
  9. In the Name field, enter NHTSA vPIC.
  10. Click Submit.
  11. Update the NHTSA Model data object using the values in the following table. 
    Case type Stage Data object Data source Read Write Existing API Release Complexity Mark as done
    Assistance Request Create NHTSA Model data NHTSA vPIC x   x MLP 1 High  
  12. Click Save.
 

Confirm your work

  1. In the navigation pane of App Studio, click Overview.
  2. In the Application overview section, under Application profile, click Manage to open the Application profile landing page.
    application-profile
  3. Select the Estimator tab.
  4. In the Release list, select All.
  5. In the Delivery list, select Scrum/Agile.
  6. In the Number of teams field, enter 1.
  7. In the Scrum maturity list, select Medium.
  8. In the Staffing model list, select Co-production.
  9. In the Environment list, select Pega cloud.
  10. In the Organization complexity list, select Low.
  11. In the Data import effort list, select Low.
  12. Click Calculate estimate to view the estimated size for all the releases.
     
    Sizing a Pega project Estimator screenshot
Note: The estimated size for releases may vary for applications based on the values selected in the Estimator tool.


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