Once we have Teams and those are assigned to sprints we can start examining the capacity planning for each team on the board.
Planning is viewed in a special tab called 'Planning'.
Backlog view -
The purpose of this view, is to give you the planning capabilities you always wanted - doing it all from the same screen.
In this view, you can choose the sprint (or backlog) you want to see the issues connected to it.
For each issue - you can move it to a different sprint or to the backlog, change assignee, and set estimations. all of that, online within the same screen.
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If the sprint had Sprint-Team already setup than a team field will show the Teams that set capacity plan for this sprint.
The statistics bars will appear in right part of the screen for the relevant team (that was selected)
Planning Panel View Areas
The planning panel-view displays the total planned work for a selected team-sprint assignment, at the left side of the screen. Thus you can observe different views of original work estimation compared to resource time assignment in the team (Potential Capacity vs. Planned Work) -
Team Planned Work - At the top of the section you can see the total planned work of the team you selected. That is, all team members combined planned work compared to the total team potential capacity.
Role Planned Work - planned work overview for each Role taking part in the Team, compared to the calculated potential capacity of each Role for the specific sprint (as defined in the Team Configuration, by total potential capacity of team members set to Role).
Status Planned Work - total planned work by statuses of issues assigned to the team members defined for the selected team-sprint assignment, compared to the total calculated potential capacity of the team members assigned to these issues.
Team Members Planned Work - planned work per each of the team’s assigned members, for the specific sprint, compared to the team member potential capacity as configured in the team.
The values displayed in the Panel view, are updated at 20 seconds refresh intervals.
Planning Panel View Modes
The planning panel view allows to switch between three modes, each affecting the context of what is displayed in the panel view areas (as described above) -
Capacity (hours) - Planning mode, show all planned work calculations based on hours estimations (if hours estimations in use).
Capacity (story points) - Planning mode, show all planned work calculations based on story points estimations (if story points estimations in use).
Tracking - (switch panel to) Tracking mode. All areas will change name from ‘<area> Planned Work’ to ‘<area> Tracking’, and the values presented in the areas will reflect the amount of planned work as was at the start of the sprint, compared to the work that was logged as completed by the team-sprint assigned resources (Planned Work vs. Actual Work). The calculation base used when in Tracking mode depends on the estimation method set for the Board (see above).
To switch between these modes, simply choose the wanted one from the view modes drop-down list in the top left of the view panel.
Planning and Tracking Calculation
Planned work capacity is calculated based on the sprint's tasks 'Remaining' field values (and not 'Estimate' value), giving the sprint planner a more true view of the actual work effort that is planned for the team and team members. Once a sprint starts, planned work values are locked. Any updates to the sprint's tasks 'Remaining' field values (such as with log work), do not affect Planned Work values recorded when the sprint started.
Tracking actual work is calculated based on the work logged as completed in the sprint by a team member assigned to it, so for this to be accurate it is critical team members update their progress through the use of 'log work'.
Calculation Issues Selection Options
In the view panel, for either Planning or Tracking modes, there are additional options to select the issues on which estimation and logged work values, the planned work and actual work calculated values are done and displayed -
Tasks - calculate only values of issues of types such as tasks, bugs and other issue types in that same level.
Tasks + Sub-tasks - calculate all the above elements and their sub-tasks (the original estimation given in the sub-tasks will be addressed and populated).
Sub-tasks - calculate only sub-tasks (the original estimation given in the sub-tasks will be addressed and populated).
Smart Calculation - Tasks + Sub-tasks, however, if for sub-tasks having original estimate, parent task values are not calculated.
To change between these options, choose the wanted one from the top left drop-down list in the view panel (located above the modes drop-down).
Tracking view -
Different views of total time tracking (Original estimation,Remaining estimation, Logged work) of team resources. (10 sec refresh intervals, updates the views with time tracking changes and assignees)
Team - Team overview of total time tracking of team resources per related sprint
Role - Team time tracking overview per role (defined in the Team Configuration of total capacity of team resources per related sprint
Resource - Time tracking overview per person on the specific sprint compared to its availability configured in the team
Issues - Time tracking overview of all sprint issues in one place
Risk assessment of the progress by time of logged work Vs. sprint progress - Work progress alerts (Triangles) - GREEN:On track, YELLOW:Warning, RED:Overload
