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Numerous Several applications within Jira are specifically designed to manage handle Scaled Agile Organizational Structures in Jira go beyond the fundamental , going beyond basic Projects and Boards. These tools incorporate cover Programs, Agile Release Trains (ARTs), Portfolios, Products, and Product Lines to enable comprehensive make reporting a breeze. They also utilize make use of custom JQL (Jira Query Language) filters for defining precise to pinpoint data scopes in Velocity and Burnup Charts.
A challenge emerges when integrating Now, here's the tricky part. Integrating these abstract entities with board context to obtain pull out Sprint and or Kanban metrics for larger organizational units , such as like Divisions or Product Lines, which often consist of dozens of teams, each with its have multiple teams with their own team-level boards. The process of selecting numerous boards as data sources every time new charts are created becomes cumbersome.To tackle this issue, we introduced , can get a bit overwhelming. Imagine having to pick multiple boards every time you want to whip up some new charts - talk about a hassle!
But fear not, we've got you covered with the 'Board set' feature. This feature simplifies the aggregation of nifty tool makes it super easy to gather Sprint and Kanban metrics for large units by enabling the selection of bigger units. With just one click, you can select multiple boards as a single data source with just one click, thereby streamlining , making the chart creation process a walk in the park.
Create board set
To start utilizing utilising board sets instead of individually adding boards each time you create a chart, there are two approaches:
As you go, add the boards you need and save them as a board set directly within the settings.screenshot
In the 'Board sets' tab, recreate your organizational organisational structure and make use of it when creating charts.
screenshot
You can create Scrum board sets or Kanban board sets. A mixed set is impractical because each methodology requires specific calculations.
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Board sets are only selectable by their creators. Nonetheless, you can share charts featuring selected board sets with anyone. If the person or group doesn't have access to certain boards or projects, the data for those restricted areas will not be displayed.
Edit board set
You can open and edit the board set from the list and the chart settings.
screenshot
The board set will be automatically updated across all charts, meaning charts with edited board sets will display the updated data.
To view the updated board set after editing, you may manually refresh it:
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Per board configuration
These settings are applied by default when you add the board set to the chart.(Displayed screenshot)
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Display Name: This name will be shown in place of the actual board name in Jira, providing a simplified identification option if necessary.
Sprint Filter: This feature allows you to filter sprints based on their names, utilizing regular expressions (regexp).
Custom Estimation Field: Enables the use of any numeric field for calculations.
Custom Done Status: This setting allows for the designation of one or more statuses to signify completed work.
Adjust boards' settings for a particular chart
After selecting the board set in the settings, you can adjust the default configurations for boards within the set:
[Insert screenshot here]
These adjustments apply only to the configuration for specific charts and remain in effect until they are changed or manually reset to the default settings.
When the list of boards in the board set is updated, new boards will display with the default configuration upon closing and reopening the board set in the opened chart settings.
[Insert screenshots: before/after]
Changes to the board configuration within a board set do not impact the custom configuration of a specific chart unless the board set is manually reset to the default settings.
Screenshots: before/after
What it means on examples:
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Before changes
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After changes without refreshing
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Configuration in the Board set
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Custom configuration, in particular chart
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Configuration in the Board set
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Custom configuration, in particular chart
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Board A
Sprin filter X
Custom Estimation X
Custom Done status X
Board B
Sprin filter X
Custom Estimation X
Custom Done status X
Board C
Sprin filter X
Custom Estimation X
Custom Done status X
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Board A
Sprin filter Y
Custom Estimation Y
Custom Done status Y
Board B
Sprin filter Y
Custom Estimation Y
Custom Done status Y
Board C
Sprin filter Y
Custom Estimation Y
Custom Done status Y
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Board A
Sprin filter W
Custom Estimation W
Custom Done status W
Board B
Sprin filter W
Custom Estimation W
Custom Done status W
Board D
Sprin filter W
Custom Estimation W
Custom Done status W
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Board A
Sprin filter Y
Custom Estimation Y
Custom Done status Y
Board B
Sprin filter Y
Custom Estimation Y
Custom Done status Y
Board D
Sprin filter W
Custom Estimation W
Custom Done status W
Edit board set
You can edit the board set at any time:
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The board set will be automatically updated across all charts, meaning charts with edited board sets will display the updated data.
Ungroup board set
The board set can be ungrouped - as a result, each board will appear on the chart. Meanwhile, adding the same boards as a board set will aggregate all boards into one group on the chart.
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Adding board sets with the same boards
The board set can include any list of your choosing. It is advisable to name board sets with meaningful titles to easily identify the contents. Ideally, these sets should align with your organizational organisational structure, accurately reflecting its components.
However, a set can also represent a major release or a program. These elements tend to be more dynamic and less stable than the organizational organisational framework, potentially leading to a board appearing in multiple board sets within a single chart.
screenshot
If a board is included in more than one board set in the same chart, calculations should reflect its presence in all relevant board sets.
The board added in different board sets will be counted for all. In the breakdown by boards,
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the board will be shown
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as many times as it is added with the board set's name in parentness.
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