Board, Teams and Sprints

Boards

Sprint Capacity Planning & Tracking is built to support your agile process. As such you can apply the app to any of your Jira projects. As you know, within a project, you can define in Jira multiple Boards. Again, Sprint Capacity Planning & Tracking can work with each of them.

When using a board, you should set the units of measurements that you use for your project planning and tracking. (Board settings → Estimation → Estimation Statistic). The available estimation options supported are: Story Points or Original Time Estimate.

Tip - boards are based on board filter. In case your admin made changes in the filter, please make sure the app has access to the filter.

Teams

Teams help us organize and group the multi-discipline project contributors , whose work we want to plan and track. Once created, teams are assigned to sprints, and planning can commence.

There can be several teams for a sprint (board) and you can view each of them separately.

There are two options to create and manage Teams in a reusable way -

Board Teams - are created by a Board Administrator. They can be used only in the specific board in which they were created.
Global Teams - can be regarded as templates for often used teams, which for specific usages can be modified in a project . Global Teams are created by an Administrator, and can be used in multiple boards and projects. When using a Global Team in a board, you can change the team’s resources and their capacity. These changes will only affect the current board.

To set teams to work with sprints, create teams in the project board (Board Teams) or use Global Teams created by the administrator. Whether you create a new team or use an existing one, configure (or verify) the needed resources for the team. Ensure that each resource have Role and Capacity assigned.
Once Teams are configured, they can be assigned to sprints so that planning and tracking are enabled.

Create a Board Team

In the Team configuration tab, click Add Board Team.
In the dialog provide a descriptive name for the new team and click Add.

Configure a Board Team

Once in the ‘Team Configuration’ tab, a list of the teams crated in the board will be displayed.
Expand the team you which to configure.
Add team members by clicking the ‘+Add person’ link and then in the added table row.
For each team member select relevant Role (from list set by administrator), and set a Capacity (daily commitment).

Assigning Teams To Sprints

To use the Board Teams we created with for planning and tracking, or the Global Teams created for us, we need to assign each team to one or more sprints.

In the lower part of screen you will see a list of teams already assigned to sprints.
To Add a Sprint for a Team - In the ‘Team Configuration’ tab, click the 'Add Sprint Team' button (bottom Left). In the dialog choose the team that is to be assigned a sprint (this can be either a Global or Board team), and click ‘Add’.
In the Sprint-Team box, select the relevant sprint you want to set capacity for
Set the exact capacity (daily capacity and days off)
In the Sprint-Team box you can change any of the following attributes,
(Here is also where a Global Team settings can be changed for the current specific board and sprint) -
- Sprints - to which sprint this setting will be applied.
- People - add/remove team members.
- Roles - add/edit roles of team members (will allow you to track work per role).
- Daily Capacity - daily commitment of team member for the selected sprint, value is according to selected estimation method (Hours/Point);
  this setting is helpful with team members who are not working full time within the team.
- Days Off (n, n.5) - number of days off a team member is planning to take in this sprint.
- Team Days Off - if the whole team has days off (e.g. holiday) you can set it here affecting all team members instead of setting personal days off per each team member.

Make sure that the estimation for the team (Story Points or Hours) is the estimation you need!