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Attention

Before you can start with that you need to connect the piplanning app with your Jira instance: ALM Configuration

1. General Information

When creating a new PI Planning session in general information page, you can set the following fields.

NameDescription
Start date of your PI PlanningThe date when PI Planning will take place. Can be edited also after session is created. The date is then displayed in the PI planning app when selecting a session from session list.
Number of Iterationsmax. 12
Duration of one Iteration in DaysThis includes days on weekend. Based on the amount of days the dates under step 9 Iterations will be automatically filled in.

Select your ALM Tool Connection

2. Add Teams (Boards)

Team Boards / Program Board Swimlanes

While configuring a new session, you have to decide which teams will attend this session. You can select all the teams which will have a teamboard and a swimlane on the program board.

Teams can only be added to a session during the session creation. You can not remove / add a team-(board) afterwards.

Attending Teams (without Board / Swimlane)

You can add teams to a session without giving them a own board and swimlane. This is useful for scenarios where you want to provide a Solution Level Board spanning multiple Programs. A team which is attending a session (but does not have its own Team Board in that session) can then join (see and edit) that session as well.
To add a team as a an attendee to a session:

  1. Go to step two in the session creation / edit session
  2. Click "Show advanced settings" on the top right
  3. Scroll down and select the team you wish to add to the session

3. Team Boards

Configure Sticky Types for Team Boards

Move/Mirror Stickies

Move

If you check the box, teams will be able to Move Stickies from one Team Board to another Team Board.

Mirror

For the Sticky Types Configured on the Program Backlog Board and the Team Board (Origin Boards) you can configure if Teams should be allowed to visualize (Mirror) the Sticky Type on another Board.

Per default, Dependencies and Program Backlog Board Sticky Types can be mirrored to the Program Board.

Sticky Functions

There are two special sticky functions in place

Dependency

A Sticky Type with function Dependency does have special attributes. Consider the standard workflow using dependencies.

  • It has mirror to Program Board configured per default.
  • It can be assigned to another team (to a team which supports to solve the dependency).
  • In the app the receiving and producing team will be shown on the sticky.

Hint

Don't sync the dependency sticky to your ALM Tool. The dependency sticky is a "meta"-sticky used to get a simpler way to collaborate on dependency and visualize them on the Program Board (less crowded as you don't need to visualize all the dependent team level stickies.

Risk

  • Sticky Types with the function Risk will have a ROAM-field available visible on all Boards
  • Risk Stickies can moved to the Program Risk Board per default


Team Board Sync

If you configure the same Jira Issue Types for multiple piplanning app sticky types the color can't be differentiated anymore by the piplanning app.

What happens when I drag a Jira synced sticky to a not synced area on the board?

Watch the video:

4. Risk Board

Configure Sticky Types for the Risk Board

As Risk Sticky Types moved from the Team Boards on to the Risk Board will get the Sticky Type and color of the first Sticky Type, this might be a useful configuration

5. Backlog Board

Configure Sticky Types for the Program Backlog Board

Backlog Board Sync

Scenario 1: One project in Jira which holds all Features

If you have all your SAFe Features in one Jira project, the configuration is very easy:

  1. Create or edit a PI Planning session

  2. Go to the step "Program Backlog Board"

  3. For the Sticky Type of your choice, select the "Jira project"

  4. Wait until all "Jira Issue Types" are loaded and select the Issue Type you want to sync

Scenario 2: Features are in multiple Projects in Jira

In the case you have your SAFe Features in multiple Jira projects, you have to create multiple Sticky Type to display them all in the app:

  1. Create or edit a piplanning session
  2. Go to the step "Program Backlog Board"
  3. For each Jira project, create a new Sticky Type:
    1. Select the Jira project
    2. Select the Jira Issue Type

Filter by Labels

You may don't want to have all the Jira issues of a project on the piplanning Backlog board. In that case, you can give the ones you wan to sync a label.

Keep in mind: Jira labels can not have whitespace characters. Labels containing "/" can not be synced yet. 

In the example above, only Epics out of the "TheAvengers" Jira Project with the label "PI6" will be displayed on the backlog-board.

If you add multiple Jira labels (separated by ";") the will be added together by AND. Example "PI6;PI7" will only display Epics which have the label PI6 and PI7 set.

Ranking

The stickies on the Backlog Board are ranked by the value on the bottom right of the Sticky. SAFe® uses WSJF for prioritization.

You can rank them by any numeric fields, which is available on the Jira issue screen of your synced Issue Type.

6. Program Board

Configure Sticky Types for the Program Board

7. Collaboration Canvases

Collaboration Canvases can be provided to your teams to cover different use-cases before, during and after a PI Planning and are designed to support the whole Program Increment execution and lean-agile workshops on every level in your organization. Already in the piplanning app, check out how to Use Collaboration Canvases.

Add a new Collaboration Canvas Type

Add Canvas Type

press "Add Canvas" provide a Canvas Type Name

Choose a Canvas Background

press on the Background Preview

Choose your Background

Provide a Canvas Type Name

Your teams will see all Canvas Types you provide in the piplanning app. Provide the Collaboration Canvas Type with a meaningful name.

Define Sticky Types

For each Collaboration Canvas Type you can define what Sticky Types teams will be able to use.

Every Canvas Background comes with a pre-defined Sticky Type set adapted for the specific background.

You can add, change or delete Sticky Types.

8. Links

You can sync Epic- and existing Issue-links of Jira into the piplanning app. To setup these links edit (or create) a piplanning session and navigate to the "Links" screen.

Some practical examples

Epic link from User-stories to Epics:

  • Select in "From sticky type" the Sticky-type you have mapped to your Jira feature in step "Program Backlog Board"
  • For "To sticky type", select the User Story sticky-type you have mapped to the Jira "Story" issue-type on the team-board screen
  • The link type in between should then be "links epic to"

Issue link "relates" to between two user stories:

  • Select in "From sticky type" and "To sticky type" the Sticky-type you have mapped to your Jira "Story" on the team-board screen
  • Choose your desired issue-link (relates to) in "Link type"

Limitations

  • At the moment we only support Epic-Links and Issue-Links (no parent-child links)
  • You can have only one link type between two sticky-types

9. Iterations

Iteration Mapping

For each Team you can either

  • Not Sync the Iteration with Jira
  • let the piplanning app create new Sprints in Jira for you
  • Select an existing Jira Iteration

The Iterations shown in the dropdown are dependent on what you've configured under the general Team Mapping.


Use the Session in the piplanning app

Start the piplanning app in your browser and start planning.





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