PSI Program / Portfolio Dashboard

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

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:
    • 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
  2. Add the Portfolio Kanban Board app.
    1. Select the Portfolio Kanban Board app from the app catalog.
    2. From the app gear menu, select Settings.
      • Title: Release 2013.Q1 - Features, or something descriptive for the release your project .
      • Project: Select Choose Specific Project and scope to your project.
      • Query: Specify the database query for the release name you have set up for the release:
        (Release.Name = PSI 2013.Q1)
    3. In the Portfolio Kanban Board app:
      • Select Feature to include all features planned for your specified project and release.
      • Use Show on Cards to 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.
  3. Add the Portfolio Item Timeline app.
    1. Add the Portfolio Item Timeline to your dashboard.
      Portfolio Item Timeline
    2. On your custom page, drag and drop the Portfolio Item Timeline app to place it underneath the Feature Board.
    3. 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:
        (Release.Name = "PSI 2013.Q1")
      Timeline Settings
    4. In the Portfolio Item Timeline app, select Feature as the type.
  4. Add a Custom List app for Release Status.
    1. Add the Custom List app.
    2. Enter the following settings for the Custom List 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
      • Type: Select Feature to display the features in your release
      • Query: Specify the database query for the release name you have set up for the PSI you are working on:
        (Release.Name = "PSI 2013.Q1")
    3. In the Custom List app:
      • Use Show Columns to select ID, Name, Percent Done By Story Count, and Project, as well as any other data you would like to display.
      • Select 20 in the Show setting.
  5. Add a Custom List app for business and architectural epics.
    1. Add the Custom List app.
    2. Enter the following settings for the Custom List 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
      • Type: Select Feature to display the epics in your release
      • 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))
    3. In the Custom List app:
      • Use Show Columns to select ID, Name, Percent Done By Story Count, and Investment Category , as well as any other data you would like to display.
      • Sort by Percent Done By Story Count.
  6. Add a Custom List app for user stories in the release.
    1. Add the Custom List app.
    2. Enter the following settings for the Custom List 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
      • Type: Select User Story to display the user stories in your release
      • Query: Use the following database query:
        (((Feature.Release.ReleaseStartDate <= today) AND (Feature.Release.ReleaseDate >= today)) AND (DirectChildrenCount = 0))
    3. In the Custom List app:
      • Use Show Columns to 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.
      • Sort by Iteration.

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