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Version: 24.3

Accessing Team Forecasting

This article exaplains how to access and use the Team Forecasting feature of Agility.

Overview​

Instructions on how to access the Team Forecasting feature in Digital.ai Agility.

Steps​

  1. Click the hamburger icon Hamburger icon > Portfolio > Team Forecasting.
  2. If not already selected, choose a project from the Project Navigator.

Who Can Access Team Forecasting​

Access rights to Team Forecasting are the same as that of portfolio items. A member's access to a team forecast is driven by their project role, as follows:

  • All project members can view the team forecast for the projects to which they have access.
  • Only members with the following project roles can create and manage team forecast: Admin, Project Lead, and Customer.
  • All users with "view" access have the ability to filter and configure team forecast which they are viewing. This includes the ability to do the following tasks:
    • Configure the intervals, color options, and so on
    • Enable or Disable Expanded Capacity bar option
    • Enable or Disable Capacity as percentage option
    • Enable or Disable Hide decimal places option
    • Use team capacity as Swag or Points