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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 the top tab named Planning. The purpose of this view, is to give you the planning capabilities you always wanted - doing it all from the same screen.

Working with Sprints

Within the Planning tab, you can now select one of your sprints, or the project backlog.

For the sprint you selected, its list of issues will be displayed. If you wish you can select an individual team member and display only their sprit assign issues.

Most importantly, you can:

  • Move issues from this sprint to a different sprint or to the backlog

  • Change the issue assignee

  • Update estimations

All of these, from within this same screen!

Planning Panel View Areas

As you probably noticed, on the right of the issue list you can see a planning panel with statistics for the selected Sprint team. If the sprint had Sprint-Team already set than a Team field will show it. If you defined multiple teams, you can select the one to examine, from the Team dropdown.

The planning panel 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. The color of the bar indicates whether the planned work amount is less (green), 90-100% (yellow), or excessive compared to team capacity.

  • Roles Planned Work - planned work overview for each Role 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).

  • 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). To switch between modes, choose the desired one from the Mode: drop-down list in the top left of the view panel.

The modes include:

  • Capacity (hours) - Show planned work calculations based on hours estimations (if hours estimations in use).

  • Capacity (story points) - Show planned work calculations based on story points estimations (if story points estimations in use).

  • Tracking - Amount of planned work compared to the logged work 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).

Planning and Tracking Calculation

Planned work capacity is calculated based on the issues Time Remaining field values ( not Original Estimate value), giving the sprint planner a truer view of the actual work effort that is planned. Once a sprint starts, planned work values are locked. Any updates to the sprint's tasks Time 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 crucial that team members update their progress through the use of 'log work'.

Calculation Options

In the view panel there are additional options to select the issues for which estimation and logged work values, the planned work and actual work calculated values are done and displayed, To change between options, choose the wanted one from the top left drop-down list in the view panel (located above the modes drop-down).

  • 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.

  • 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

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