PSI Program / Portfolio Dashboard Setup

The PSI Program / Portfolio Dashboard allows program managers, product managers, and other stakeholders in a SAFe program and release train to readily visualize progress for a specified release being worked on, such as the current Potentially Shippable Increment (PSI).

From this dashboard, users can see feature status and teams they are assigned to in multiple views (Kanban, Timeline, and Grid), as well as the associated epics and user stories being worked on. This dashboard provides the visibility program leaders need to steer and report on the progress of their Agile Release Trains.

PSI Program Dashboard

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: PSI Program / Portfolio 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
  • 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 Kanban Board app

Add the Portfolio Kanban Board from the app catalog.

Portfolio Kanban Board

Click the gear menu on the upper-right corner of the app panel and select Edit Settings. Specify settings that configure the board to allow you to visualize and flow work at the feature level for a specified release in your program.

Feature Board

Enter the following settings for the Portfolio Kanban Board:

  • Title: Release 2013.Q1 - Features, or something descriptive for the release your project
  • Project: Select Choose Specific Project and scope to your project
  • Type: Select Feature to include all features planned for your specified project and release
  • Fields: Select Actual Start Date, Parent, Percent Done By Story Count, and Percent Done by Story Plan Estimate, as well as any other fields you would like to display on the feature cards
  • Query: Specify the database query for the release name you have set up for the release; in this example, use (Release.Name = PSI 2013.Q1)

Add the Portfolio Item Timeline app

Select the Customize Page drop-down menu in the upper right of of the app screen. Click Add App and add the Portfolio Item Timeline to your dashboard.

Customize Page
Portfolio Item Timeline

On your custom page, drag and drop the Portfolio Item Timeline app to place it underneath the Feature Board.

Specify settings that configure the timeline to visualize the release progress for a specified release in your program.

  • Title: Release Timeline–Feature, or something descriptive for the release you are working on.
  • Project: Select Choose Specific Project and scope to the project you are working on, and specify Child Projects for scoping of the items to display.
  • Query: Specify the database query for the release name you have set up for the release you are working on; in this example, use (PSI = 2013.Q1)

When you are using the dashboard, select Feature as the type of portfolio item you will display in the upper-right corner of the app's panel.

Timeline Settings

Add a Custom Grid app for release status

  1. Click the Customize Page drop-down menu and select Add App.
  2. Add the Custom Grid app.
  3. Custom Grid
  4. Enter the following settings for the Custom Grid app:
    • Title: 2013.Q1 - Release Status, or something descriptive for the release you are working on
    • Project: Select Choose Specific Project and scope to the project you are working on, then specify Child Projects for scoping of the items to display
    • Object: Select Portfolio Item Feature to display the features in your release
    • Columns: Select ID, Name, % Done By Story Count, and Project, as well as any other data you would like to display
    • Query: Specify the database query for the release name you have set up for the PSI you are working on; in this example, use (Release.Name = PSI 2013.Q1)
    • Order / Page Size: Specify Rank in the Order setting, and 20 in the Page Size setting

Add a Custom Grid app for business and architectural epics

Specify settings that configure the grid to allow you to visualize the development status for the business and architectural epics being actively worked on in your release.

Enter the following settings for the Custom Grid app:

  • Title: Active Epics, or something descriptive for the release you are working on
  • Project: Select Choose Specific Project and scope to the project you are working on, then specify Child Projects for scoping of the items to display
  • Object: Select Portfolio Item Feature to display the epics in your release
  • Columns: Select ID, Name, % Done By Story Count, and Investment Category, as well as any other data you would like to display
  • Query: Use the following database query and be sure to use the portfolio item name you have chosen to use for your business and architectural epics:
    • (((PortfolioItemType.Name = Epic) AND (PercentDoneByStoryCount > 0)) AND (PercentDoneByStoryCount < 100))
  • Order / Page Size: Specify PercentDoneByStoryCount DESC in the Order setting, and leave the Page Size setting empty
Active Epics

Add a Custom Grid app for user stories in the release

Specify settings that configure the grid to allow you to visualize the development status for the user stories being worked on in your release.

Enter the following settings for the Custom Grid app:

  • Title: Stories in the Current Release, or something descriptive for the release you are working on
  • Project: Select Choose Specific Project and scope to the project you are working on, then specify Child Projects for scoping of the items to display
  • Object: Select User Story to display the user stories in your release
  • Columns: Select ID, Name, Schedule State, Feature, and Iteration, as well as any other data you would like to display about the user stories you are reporting on
  • Query: Use the following database query:
    • (((Feature.Release.ReleaseStartDate <= today) AND (Feature.Release.ReleaseDate >= today)) AND (DirectChildrenCount = 0))
  • Order / Page Size: Specify Iteration DESC in the Order setting, and 20 for the Page Size setting
Stories in Current Release

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