8/25/2023 0 Comments Portfolio epic definition![]() It has usual properties and contains a list of related Features and Epics as well as Portfolio Epic progress tracking information. Portfolio Epic details view is quite familiar. Measuring progress of high-level planning entities.In a flow-based system, priorities must be continuously updated to provide the best economic outcomes. In SAFe, WSJF is estimated as the relative cost of delay divided by the relative job duration. How Effort is calculated for high-level scopes of work Weighted Shortest Job First (WSJF) is a prioritization model used to sequence work for maximum economic benefit.Total time spent of a Portfolio Epic is always equal to the total time spent on its Features and Epics. It is not possible to submit Time record to a Portfolio Epic directly. Total Effort of a Portfolio Epic having at least one Feature or Epic is always equal to total Effort of its Features and Epics. You have to assign User Stories and Bugs to intermediate Features that belong to a Portfolio Epic. User Stories and Bugs cannot belong to Portfolio Epics directly. Portfolio epics flow through a portfolio kanban system. Portfolio Epic may have multiple nested Features and Epics. They are listed on Features and Epics tab correspondingly. A portfolio epic is anything that has a business impact that is above the portfolio epic threshold or requires more than one solution train to be involved in the realisation of the initiative. But one day, in a recent training class, I stumbled upon an example that resonated with everyone and brought clarity to the model. Many of my clients get confused about epics when moving to a Scaled Agile Framework (SAFe) and the SAFe Portfolio Kanban. This cyclical process will roll data back into the next PI Planning when investments are re-analyzed.Portfolio Epic always belongs to a single Project. It is listed in the Project field in Info panel. Anthony Crain Delivery Manager, Agile Transformation, Cprime. You can also visualize which releases, capabilities, and features link to each epic. Include epics from multiple workspaces and visualize dependencies. Making these decisions each quarter instead of each year as part of annual planning increases agility at the enterprise level. DoR and DoD can be applied at any level (e.g., team, program, large solution, portfolio, enterprise, etc.) and to different items (e.g., User Stories, Features. Roadmaps is a great way to visualize epics at the portfolio and program level. Based on the work's performance against projected delivery forecasts, persevere or pivot decisions will need to be made. Move work toward completion as underlying work is accomplished.Īs the organization goes through the cyclical process of delivering agile work through the underlying features and stories, the leading and lagging indicators will collect data. Even if epics were sequenced as part of investment and capacity planning, they will need to be put into the correct sprint in AgilePlace.ĭeliver agile work through underlying features and storiesīuild out the appropriate features and stories on the program and team program boards. Sync key prioritized work into AgilePlace, and make any adjustments if necessary. Sequence agile work into appropriate timeboxes (e.g., Program Increment) Planview Portfolios and AgilePlace Connector.Planview Portfolios – Planview AgilePlace connector example These snapshots provide a quick overview of how work items are distributed across your board, and how much capacity is dedicated to different types of work. This chart shows the current distribution of cards within a board by lane, priority, type, or custom icon. The report allows you to choose which attributes are used to slice the data. This report provides a count of request attributes to help you analyze the portfolio. REQ53 – Request Portfolio Balance Dashboard ![]() This report allows you to analyze work requests by category, originating business unit, or any configured single select work request structures. This tile shows you pending requests in the portfolio. Requests Portfolio – Portfolio Manager – Pending Requests This tile shows you new requests in the portfolio. OKRs, shorthand for objectives and key results, are a popular tool for companies to set strategy and hold their teams accountable for business outcomes. ![]() Requests Portfolio – Portfolio Manager – New Requests This tile shows you active requests in the portfolio. Requests Portfolio – Portfolio Manager – Active Requests This tile allows you to see request data in a customizable column set with data such as start date, status, and more. Requests Portfolio – Portfolio Manager – Customizable Column Set How are we able to intake new epics? How can we review and prioritize them against the lean business case?
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