facilitates the events leading up to big room planning. Create what-if scenarios and plans inside CA Agile Central without changing artifacts and execution data for teams and projects.
planning provides the ability to model backlogs, teams, capacity, and portfolio items to team allocation for a given
, or a start and end release. It enables product and engineering management to bring the right work into the room for
, where management can focus on dependencies and
conversations instead of what will be accomplished.
Plans are not
-specific. Any changes you make to an unpublished plan can be viewed by other planners, only published plans can be viewed by all users. Any
or allocations of features to teams made in unpublished plans do not change any other values in CA Agile Central.
Capacity planning includes:
Who Should Use Capacity Planning
Planners such as executives,
managers, product managers, development managers, product owners, release train engineers, and team leads can all benefit from capacity planning.
Access Capacity Planning
All Unlimited Edition customers have access to capacity planning. Capacity planning relies on the active use of CA Agile Central Portfolio Manager and the adoption of modern capacity planning principles.
administrators must designate individual users as planners. Only planners may create, modify, publish, and view draft plans. All users can view published plans.
A planner may publish or edit any other planner's plans. Carefully consider which users in your organization to designate as planners to avoid accidental overwrites.
To designate planners:
- Select the Setup icon .
- On the Users
, locate the user you wish to designate as a planner.
- Select the gear icon next to the user's name and select Edit.
- On the Edit User screen, select the Planner checkbox in the Planner section.
- Select Save & Close.
Create and Modify Plans
On the Capacity Planning
, users assigned the planner role can create plans. A plan represents a set of portfolio items and a set of teams for a specified timeframe (release). Plans are at the project you are scoped to in CA Agile Central. Consider starting your
at the level that contains the portfolio items related to your program or release train.
To create a plan:
- From the Portfolio menu, select Capacity Planning.
- On the Capacity Planning page, enter a name in the New Plan
and select Add.
- Select the ID number of the plan to add details.
- On the plan's detail page, select a start and end release.
The release drop-down list contains all the releases in the scoped project. Selecting a release adds it to the plan.
Modify and Copy Plans
You can modify an unpublished plan at any time. To modify a published plan, select the Edit button in the upper-right corner and make any necessary changes. Editing a published plan reverts it back to unpublished, or draft, status.
To delete a plan, select the gear icon next to a plan's name on the Capacity Planning summary page and select Delete.
To copy a plan, select the gear icon next to a plan's name on the Capacity Planning summary page and select Copy. A copied plan includes all associated releases, teams, portfolio items, and allocations from the original plan. Copied plans default to draft (unpublished) status.
Select Work for the Backlog
Use the backlog to select work for your teams.
- Select a portfolio item type to use to populate your plan's backlog.
- Select Edit List to populate your backlog.
- Select the portfolio items you want to use, then select Add to Plan.
You can search for a portfolio item in whole or part by ID, name, parent ID, or project name. You can also sort the columns on the portfolio item picker.
A portfolio item's
value is used to calculate percent capacity. If there is a value for refined estimate, that value is used instead.
A portfolio item highlighted in gray indicates it is already assigned to a team in the plan.
Select the expand arrows on the backlog panel to see a more detailed view, including the portfolio item's parent, dependencies, leaf story rollups, and preliminary and refined estimate values. Select the arrows again to view the collapsed backlog. You can re-
portfolio items in both the expanded and collapsed views.
displays at the top of the backlog. Use the cutline to help you to prioritize backlogs, determine teams, and see capacity for the release. Drag the cutline down your prioritized backlog to get a visual representation of work that can be realistically completed in a release.
In the expanded backlog view, the capacity cutline displays capacity calculations based upon the summation the Preliminary Estimate column and the Refined Estimates column versus the teams' aggregated capacities. If no capacity is defined, the capacity calculations aggregate data in the Preliminary Estimate column and the Refined Estimates column and do not display capacity calculations.
Select Teams and Allocate Work
Planners can select the individual teams within their
to include in the plan.
- Select the Select Teams button to view a list of all the teams in the workspace.
- Select your teams, then select Save.
The teams you selected now display with expandable rows in the Team Allocations panel.
Specify Team Allocations
The default capacity of any team is 100. Select directly in the Capacity field to change its value. Capacity is stored only in an individual plan. Based on a team's capacity, you can
a feature from the backlog to a team's allocation row. A feature may only be assigned to one team.
You can set a team's capacity to zero to indicate that team should not be assigned features for that
. A zero capacity displays as --% for the percent capacity.
When you add a feature to a team, its estimate is added to the progress bar. The progress bar uses the team's capacity with a color-coded indicator. The color corresponds to the portfolio item's assigned color. If a team is over capacity, the entire bar turns red.
Expand a team's row to view details for the assigned features, such as dependencies, leaf story rollups, and preliminary and refined estimate values.
To remove a feature from a team, select the icon. You can reassign a removed feature to another team from the backlog.
Share Portfolio Items
If a portfolio item is too large for one team to finish in a release, you can share it between two or more teams. This is useful if a portion of a portfolio item requires a specific expertise that one team has over another. Also, sharing a portfolio item between teams ensures a large feature can be completed within a release.
To share a portfolio item, select the gear icon and select Allocate.
Add Group Estimates to Allocations
After you have determined which teams can commit to parts of a portfolio item, update the group estimate fields for each team. The initial value that is pre-populated in this field is based on the preliminary or refined estimate. You can change this value based on the work each team can commit to for the feature.
The values assigned in the group estimate fields for a portfolio item are considered more accurate than the preliminary or refined estimate values. The values do not need to be equal between teams, nor does the sum of the values need to be equal to the original estimate (preliminary or refined). The group estimate value overrides any previous value when calculating team load.
The group estimate value for each team determines the team load value in the Group Allocations section. This value is only available in capacity planning. It does not change the actual estimate on the work item elsewhere in the application.
All groups assigned to a portfolio item display in the allocations summary table.
View the Plan Summary
Select the Summary button to view or print a detailed list of features allocated in the plan.
Publish a Plan
Only users designated as planners can view unpublished plans. When you are ready for your plan to be viewed by all users, you can publish it. When you select Publish, you can choose to publish without updating fields in CA Agile Central, such as Release and Planned Start and End Dates, of all the portfolio items allocated in the plan. This option also allows everyone to view the published plan. The Release field is only updated when the start and end dates match in the plan.
If you choose to update fields when you publish a plan, the assigned portfolio items are viewable on the
with their updated values for release, start, and end dates.
Track a Plan's Progression
You can view and track your published plan's progress.
Track Plan Progression
Top three reasons to do Big Room Planning