What are Project Delivery Trackers?
Projects view is a high-level view of an organization's projects as they are managed by the organization's project management tool (Jira). A LinearB project is a flexible entity that can include a board, an epic, a label, custom field value, or any combination of the entities mentioned above.
Organizations can configure the projects they would like to follow through the project configuration screens. When there are no projects defined, the admin will be offered to add a new project to the view.
By clicking the "Add Project" call to action the admin will be prompted with the configuration panel. In the configuration panel, the admin will need to add a name for the project, select the project agile methodology (either Scrum or Kanban)
The last thing the admin will need to define is the scope of the project. The scope is basically the filter that defines which stories will be included in the project. The admin can select one of 4 options:
- A Board (you must select at least 1 board)
- An Epic
- A Label
- A Custom field
Each selection will open the available values of the entity from the project management tool where the admin will be able to select one or more values.
Once the admin selects an entity and value, this filter will be added to the filter list that defines the scope of the project. The admin can add more than one type of filter. When more than one filter type is added, the scope will be reduced to the stories that are qualified for both filters (e.g. if the admin selected Board: Backend and Label: release2.0, only the stories that have this label and are part of the backend board will be included in this project). Within the same filter type if more than one value is selected the stories that will be included are stories that are in either. (e.g. if the admin selected board filter and selected both Frontend and Backend, the stories that will be included in this project are stories that are either in Frontend board or Backend board).
With each change in the scopes filters, an estimation of the number of stories that meet the filter criteria will be displayed to the admin.
After a new project is added to the Projects view, LinearB will start processing the project data. It might take up to 15 minutes to finish the initial data process and display the information to the users.
Admins can also edit or delete existing projects by using the "edit" or "delete" options that are available in the extended project view menu. When the admins are choosing to edit a project they will be presented with the same configuration screen where they can change each project attribute.
After saving the new project settings, LinearB will start processing the project data according to the new configuration. While LinearB is processing the new data, the old project data will still be displayed until processing is completed. The users will be notified that this project is being updated.
Projects Main View
The main view of projects includes analytics data for the projects that were configured by the admin. This view includes 3 parts:
Timespan picker - this panel includes a dropdown with different time spans the user can select from. the available options include the following options. Last iteration, Last 30 days, Last 3 months, Last 6 months, Quarter to date, and Year to date. In addition, this panel specifies the time of the last update of the information in this page.
Projects Summary - The project summary panel includes summarized information of the projects configured by the admin. The information available in this panel include:
- The total number of projects configured
- The total number of people involved in the projects configured
- A breakdown of the investment profile average for all the projects in the list
Projects Table - The projects table is a grid that includes analytics information for each project configured. each row in the table represents a single project. For each project we are displaying the following data:
- General project information - includes the name of the project, the agile methodology that is used in the project, and the cadence of the project.
- Active People - This area shows the effort of the people invested in the project over time. There are 3 values relevant for the people effort:
- Percentage of the people contributing to the project out of all the people available.
- FTE (Full-time employees) contributing to the project over the relevant timespan.
- The total number of people contributing to the project in each iteration.
- Investment Breakdown - Shows the ratio of the types of the completed tasks in the timespan
- Delivery - Based on the methodology type of the project this area displays relevant information about delivery.
- In the case of scrum methodology - the total number of issues or story points that were planned for the iteration, the total number of issues or story points that were added to the iteration after it has started (unplanned). The total number of planned issues or story points that were planned and completed during the iteration, and the total number of issues or story points that were planned and not completed during the iteration (carryover), and finally the planning accuracy of the iteration which is basically the ratio of the planned and completed issues or story points out of the total issues or story points planned for the iteration
- In the case of Kanban methodology - We are showing the cumulative flow diagram showing the changes over time of tickets in each swimlane of the Kanban board.
Projects Extended View
Each project row is clickable, clicking on a project view will open a dialog that provides more elaborated data about the project. The data in the extended view includes:
- People effort - Extended information about the people effort for this project including the percent of the team working on the project for the timeframe. A list of the most active people in this project, with the option to "View all", which opens the list of all the people involved in this project including the number of iterations each person contributed to the project. And finally the number of people contributing to the project in each iteration.
- Investment Profile - Extended information about the type of work that was done on this project in the relevant time frame. Including the average investment profile breakdown for the entire time frame as well as an iteration by iteration breakdown.
- Delivery - Extended information about the project's delivery. Including information about the total issues / Story points that were planned in the relevant timeframe. The total number of issues / Story points that were planned and completed, The total number of issues / Story points that were unplanned/added and completed during the iterations, and finally the carryover (stories / Story points that were planned for the iterations and not completed). In addition, the delivery extended view shows the planned, completed, and added issues / Story points per each iteration. For Kanban projects, this view will show the total issues / Story points in each swimlane.
- Planning accuracy - Extended information about the ratio of planned and completed issues/Story points. This view shows the average accuracy for the relevant timeframe as well as iteration breakdown of the planning accuracy. The planning accuracy is benchmarked and provides insights for teams regarding different values of this metric.
- Velocity - For Kanban projects, instead of planing accuracy (which is not relevant in this case) we are showing extended information about the number of issues / Story points that were completed on average per week, as well as a weekly breakdown of the number of issues / Story points completed in each week.
Single iteration view
As part of the extended view, users can also get extended information about a single iteration. This is available as part of the extended view when hovering on a single iteration. Clicking on the iteration will open a dialog specifying iteration- specific information about the people effort, investment profile, delivery and planning accuracy for the specific iteration.
Export as PNG
The project view is available in a PNG format for sharing with stakeholders as well as embedding is slide decks or other presentations. The export option is available in the share menu at the top right corner of the projects view.