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.

The Portfolio Hierarchy app allows you 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.

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.

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

Note: View the steps on creating a custom page prior to completing the steps below.
Follow these steps:
  1. Create and configure a custom page , using the following details:
    1. Name: Enter something descriptive, such as "ART Team Planning Dashboard".
    2. 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 ).
    3. Filter: Select None. This setting is not applicable for this dashboard.
    4. Specify the page layout for the custom page .
    Configure Custom Page
  2. Add the Portfolio Hierarchy app.
    1. Select the Portfolio Hierarchy app from the app catalog.
      Portfolio Hierarchy
    2. Configure the Portfolio Hierarchy app.
      From the app gear menu, select Settings.
      • Title: Enter something descriptive for the release you are working on, such as "PSI Q1 Feature List".
      • 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:
        (Release.Name = “PSI 2013.Q1”)
  3. Add the Iteration Planning Board app.
    1. Select the Iteration Planning Board app from the app catalog.

      Iteration Planning Board
    2. Place the app on the right side of your page and scope the Project setting to Follow Global Project Setting.
  4. Add a Custom List for stories created today.
    1. Add a Custom List app from the app catalog and drag it into the left column underneath the Portfolio Hierarchy.
    2. Configure the settings as follows:
      • Title: Story 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
  5. Add a Custom List for Team Capacity .
    1. 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

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