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  1. ONE
  2. ONE-34123

Portfolio Box (none scope type) can roll up data tasks and resources in Resources module from the "Own scope" sub-Boxes

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Details

    • True
    • Resources
    • BigPicture
    • JIRA server, JIRA cloud
    • 12
    • 12
    • Hide
      Analiza:
      https://wiki.softwareplant.com/display/DOC/Portfolio+data+rollup+-+None+scope+boxes
      Przykłady w Miro:
      https://miro.com/app/board/o9J_llojGPw=/

      Metryka
      New feature adoption.
      Adoption rate: (Number of New Users of a Feature / Total Number of Users) * 100
      Liczba użytkowników, którzy wybrali moduł Resources w menu w Portfolio Box vs wszystkich użytkowników Portfolio box.
      Show
      Analiza: https://wiki.softwareplant.com/display/DOC/Portfolio+data+rollup+-+None+scope+boxes Przykłady w Miro: https://miro.com/app/board/o9J_llojGPw=/ Metryka New feature adoption. Adoption rate: (Number of New Users of a Feature / Total Number of Users) * 100 Liczba użytkowników, którzy wybrali moduł Resources w menu w Portfolio Box vs wszystkich użytkowników Portfolio box.
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    • Business
    • Sprint 2022/09, Sprint 2022/010, Sprint 2022/011 SIW
    • PI2022/02
    • 0
    • No
    • Killer feature
    • 0
    • 13 weeks, 4 days, 2 hours, 8 minutes, 48 seconds
    • 0
    • 0
    • 0
    • 1 week, 2 days, 23 hours, 23 minutes, 21 seconds
    • 7 weeks, 3 days, 5 hours, 31 minutes, 9 seconds
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      $i18n.getText("admin.common.words.show")
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    Description

      Business case:

      Portfolio Manager can analyze capacity and workload of individual resources on the portfolio level. He can see  workload of all employees from projects included in the portfolio in one view. Easy access to information about over/under allocated resources.

      Goal:

      • Project Portfolio Manager can view all the Individuals and Teams (their capacity and workload) that work on any project in this Portfolio on one page to monitor allocation. It is possible no matter if the Teams the Individuals belong to are managed on Portfolio level or Project (or lower) level.
      • A manager can view total allocation on Home level for several Programs (with tasks in their scopes) - Home (nothing in its scope) shows the data rolled up from the Programs.

      Before change:

      Users are not able to view Individuals (their capacity and workload) on None scope boxes - there is a splashscreen.

       

      After change:

      Users are able to view Individuals and Teams (their capacity and workload) on None scope boxes on Resources module:

      • data about tasks is rolled up from lower level boxes (tasks from Own scopes under that None scope box)
        *Tasks that will not be included in the rollup: Own scope under Own scope, Own scope under a Sub-scope box.
      • data about Teams, Teams' members (or task assignees) and their memberships are taken from None scope box (context box) and in addition it is rollup from lower level boxes (child boxes on all levels in box hierarchy)

      User will be able to use both modes (Individuals and Teams) and all their filters.

      Nagranie z ekranu 2022-06-10 o 08.59.21.mov

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            robert.lichman Robert Lichman
            marta.kucharska Marta Pastor (Kucharska)
            laura.urbanowicz Laura Urbanowicz , jerzy.sekula Jerzy Sekula , tom.kucharski Tom Kucharski , rafal.leoniak Rafał Leoniak , jakub.strawa Jakub Strawa , kamila.kornatko Kamila Kornatko , magdalena.dereszewska Magdalena Dereszewska , monika.cecot Monika Cecot , system.gerrit Gerrit , robert.lichman Robert Lichman , dmytro.chernenko Dmytro Chernenko , mateusz.wyzinski Mateusz Wyzinski , martyna.turowska Martyna Turowska , piotr.rozdeba Piotr Rozdeba , marta.kucharska Marta Pastor (Kucharska)
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            Dates

              Created:
              Updated:
              Resolved: