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SAFe® based Roadmap module is a quite simple yet unspeakably effective tool which allows you to manage Program Increments and Iteration objectives. Compared to Board module, it focuses on high-level planning including forecasts and commitments rather than particular tasks.

Before the first use, you need to set out Agile schedule in your Program which is a set of Program Increments consisting of iterations. Automatic configuration of schedule can also be performed during Program creation process. 

The table below describes the Roadmap's main features:

Feature

Description

Attaching objectives

The Program Increment objectives should relate to Teams' objectives as multiple teams can work on the same PI objective. To link the Teams' objectives drag and drop the objective on the PI objective.

Iteration's/ Program Increment's lifecycle

There are three statuses for every iteration/ Program Increment:

  1. Forecast - will be executed in the future so it is still under planning
  2. In Progress - current time box
  3. Closed - already completed

All the following transitions between statuses are allowed (edit mode needs to be enabled first).

Full screen mode

Use this mode to hide Jira's and shared app's headers.

Quick filtersTo filter data using previously created JQL filters in Program configuration.
Reports

There are two levels of reporting by the status of objectives:

      • Program Increment
      • Iteration
Team picker

Select the agile Teams to be displayed on the Roadmap.

Read more about Teams.

Timeline

Dynamic timeline with 'Today' and 'Zoom' buttons.

Click on the timeline's arrows to navigate between Iteration and Program Increments or to add a Marker or an important event.

Change the scale to fit up to three Program Increments in the current view.

View

Select the compact mode or change the achievement data count by Status or Business Value.

Sort

Sort the objectives in ascending or descending order by:

      • Probable Business Value
      • Actual Business Value
ExportExport the Roadmap MS Excel templates or a PDF image file.
Add new objective

There are two types of objective which can be set:

      • Artificial objectives - just as with artificial tasks, such objectives will be only visible via the app and not in Jira.
      • Jira issues - pick from the list of created Jira issues. Any issue type can be an objective but it is recommended to have a dedicated issue type for the purpose.
PBV and ABV

The Probable and Actual Business vales can be set for teams' objectives using values from 0-10.

When the Program Increment status is set to Forecast only the PBV field will be available.

Objective types and lifecycle

Review the objectives (as in SAFe during the System Demo) and change the status using the following options:

      • Completed - the objective is completed and will not be moved to the next box.
      • Failed - the objective will be moved to the next box.
      • Abandoned - the objective will not be moved to the next box.
      • Continue - the objective will be continued in the next box.
      • Set as stretch - additional objective with variable value (if time permits).
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