Agile Release Train (ART) Team Planning Dashboard

The Agile Release Train (ART) Team Planning Dashboard helps teams quickly break features down into stories while maintaining a context of the features proposed for the PSI.

One of the most important activities in an Agile Release Train planning meeting is the act of teams breaking features into stories and placing them into their respective iterations. This activity is synonymous with tasking stories (at the team level) during an iteration planning meeting. To accomplish this in CA Agile Central we suggest using a filtered view of the Portfolio Hierarchy app and the Iteration Planning Board. This view should be used at a specific team level for best results, and should help teams quickly break features down into stories while maintaining a context of the features proposed for the PSI.

Prerequisites

  • Release set up and synchronized across the CA Agile Central project structure to support all the teams contributing to the release or PSI
  • Features have been scheduled into a release
  • The global project hierarchy is scoped to the team that is breaking the features into stories

Set up the dashboard

Create and configure a custom page

Note: View the steps on creating a custom page prior to completing the steps below.

Enter the following details for the custom page:

  • Name: ART Team Planning Dashboard, or something descriptive for your needs
  • Sharing: Select appropriately if you want this dashboard to be available to just you or everyone in the workspace (you must be a workspace administrator)
  • Filter: Select None, this setting is not applicable for this dashboard
  • Specify the page layout for the custom page

Configure Custom Page

Add the Portfolio Hierarchy app

Select the Portfolio Hierarchy app from the app catalog.

Portfolio Hierarchy

Edit settings for the Portfolio Hierarchy app by selecting the gear menu in the upper-right corner of the app panel. Enter the following details for the app:

  • Title: PSI Q1 Feature List, or something descriptive for the release you are working on
  • Project: Select Choose Specific Project and scope to the program you are working on
  • Type: Select Feature to include all features planned for your specified program
  • Query: Specify the database query for the release name you have set up for the release you are working on; in this example, use (Release.Name = “PSI 2013.Q1”)

Portfolio Hierarchy settings

The purpose of this panel is to see the list of features that are scheduled into the PSI or release. The release-filtered portfolio hierarchy will allow users to see all the features in the release and expand to see story hierarchy underneath. It is also possible to add children stories in context to the feature.

Add the Iteration Planning Board app

  1. Select Customize Page and add the Iteration Planning Board app.
  2. Customize Page
    Iteration Planning Board
  3. Place the app on the right side of your page and scope the Project setting to Follow Global Project Setting.
Iteration Planning Board Settings
Note: You will notice as you add new child stories to the Portfolio Hierarchy on the left side the new story will display on the top of the teams backlog on the Iteration Planning Board. This is important, as it allows teams to plan the new stories into the iterations in support of the PSI.

Add a custom grid for stories created today

The custom grid panel for this dashboard is designed to show all stories that were created today. Select Customize Page to add a custom grid app from the app catalog and drag it into the left column underneath the Portfolio Hierarchy.

Configure the settings as follows:

  • Title: Stories from Today
  • Project: Select Follow Global Project Setting
  • Object: Select User Story to include all user stories added today in your project
  • Columns: Select to display ID, Name, Feature, and Project, as well as any other attributes of the user stories you are displaying
  • Query: Specify the database query (CreationDate = today)
  • Story from today

    Add a custom grid for team capacity

    Configure the settings as follows:

  • Title: Team Capacity
  • Project: Select Choose Specific Project
  • Object: Select User Iteration Capacity to include all user stories added today in your project
  • Columns: Select to display User, Load, Capacity, and Task Estimates, as well as any other attributes of the user iteration capacity you are displaying
  • Query: Specify the database query ((Project.ObjectID = {projectOid}) and ((Iteration.StartDate <= today) AND (Iteration.EndDate >= today)))
  • Team Capacity

    Feedback

    Need more help? The CA Agile Central Community is your one-stop shop for self-service and support. To submit feedback or cases to CA Agile Central Support, find answers, and collaborate with others, please join us in the CA Agile Central Community.