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29 docs tagged with "planning"

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Add and Organize Items

Add portfolio items, work items, and organize your portfolio hierarchy using drag-and-drop operations in the Portfolio Tree.

Add Items to Portfolio Tree

Add epics, features, capabilities, or strategic themes to the Portfolio Tree using the toolbar, right-click context menu, or drag-and-drop from other locations.

Detail Planning

Use the Detail Planning page to identify, assign, and estimate tasks and tests for sprint backlog items.

Increment Planning Reports

Analyze historical increment data with velocity trends, burndowns, roadmaps, and capacity reports to guide planning decisions and optimize delivery strategy.

Increment Scheduling

Schedule stories, backlog items, and portfolio items into projects or increments with visual capacity indicators to build balanced increment plans.

Manage Portfolio Item Relationships

Portfolio items can have blocking issues to track impediments and can be generated from large stories to improve work breakdown and management.

Member and Team Trend Reports

Trend reports track changes over time in member activity, workload, estimates, effort, and test progression to support capacity planning and resource management.

Member Planning

This article explains how to use member planning option in Agility

Milestones

Milestones mark important dates and events in portfolio delivery to track progress, communicate deadlines, and coordinate dependencies across teams.

Plan and Prepare Increments

Combine scheduling, capacity planning, and reporting to create optimized increment delivery strategies that balance work commitments with team capacity and velocity.

Plan Work in Digital.ai Agility

Planning capabilities for managing work across portfolio, product, release, and sprint levels with comprehensive tools and frameworks.

Portfolio

Plan and track strategic initiatives across your organization using portfolio planning, tracking, and collaboration tools in Digital.ai Agility.

Portfolio Level Release Planning

Portfolio Level Release Planning organizes Epics and Features across multiple releases to support strategic roadmap planning and top-down delivery scheduling.

Portfolio Planning

Portfolio planning tools for aligning portfolio items with strategic objectives using budgets, roadmaps, and portfolio management capabilities.

Portfolio Tree

The Portfolio Tree defines and manages high-level features from strategic planning through delivery by breaking large initiatives into components, prioritizing work, and tracking progress.

Product

Plan and manage product backlogs including stories, defects, dependencies, goals, and backlog inputs to deliver value incrementally.

Release Planning

Plan, manage, and track releases across multiple projects with a centralized view for defining releases, assigning work items, and monitoring progress.

Roadmapping

Roadmaps support creating, viewing, and presenting portfolio item delivery plans using flexible views with Board and Timeline layouts.

Team Forecasting

Team Forecasting displays the difference between planned team capacity and target team capacity to support work allocation planning and delivery date forecasting based on velocity.

Update Dates using Roadmap

Update portfolio item planned delivery dates by dragging items on Board or Timeline layouts or by editing date fields directly in portfolio item details.

Use the Backlog Page

The Backlog page provides workspace capabilities for accessing, filtering, and organizing backlog items to manage product work effectively.

Velocity Reports

Velocity reports track completed work across sprints using different breakdown dimensions including risk, complexity, type, priority, project, and status.