Custom Graphical Reports
Improved Axes Ordering
Starting from 3.7.6 date axes will appear in chronological order. So reports for an 'Iteration', 'Release' or 'Team Iteration' will be sorted by their Start Date and reports on the 'Build' axis - by the Date property.
'Entity States' axis items are now in the same order as set in the Process Workflow. States are now grouped and ordered in the same way for Reports, Board and List views.
Stacked bar charts
We've added a new type of report - a stacked bar. Now you can create a bar chart with a cumulative effect and compare the contributions of individual items to the whole value across some category.
For example, compare the effort across Releases that were completed by different Teams.
Setup reports for 'Time', 'Tag' and 'Assigned Effort' categories
In v.3.7.6 we've also introduced the ability to build reports based on Tags, Time and Assigned Effort.
You can use the Resources Index to see what fields are available to be used in such reports.
As an example using Tags as a source item, here is a report of the entity counts that are assigned to particular tags:
The Assigned Effort item represents the effort assigned to a user in a particular role. For example, we can build a report to see the effort assigned to users in the Developer role.
Find more examples of new reports in a "Templates" tab of a Report Setup.
QA Area: Individual Test Cases order in Test Plans
As you know a test case can be linked to many different test plans. Previously a "Test Case A" couldn't be put before a "Test Case B" in a "Test Plan B" if they were placed in a different order in a "Test Plan A". Starting from the new version test cases may be put in a different order in different test plans and be executed accordingly.
QA Area: Clickable Last Run Results unit on a User Story view
When you need to review user story test plan run results, you can simply click a 'Test Plan Runs' unit on a user story view and have run results opened.
- Fixed Quick Add performance
Have you ever felt that the way Targetprocess calculates something doesn't exactly fit your needs?
Maybe you were confused by the various approaches for the user story progress calculation? Ever wanted to go as simple as possible, forget all that sophisticated things about time spent and role efforts, and say that user story is 40% completed when 4 of its 10 tasks are closed?
Oh, and what about the velocity as a mean amount of completed work per week? Or maybe per iteration? So many options out there.
Well, turns out that we may have something nice on the roadmap to assist you here!
You may have already guessed that it has to do something with Targetprocess customization. We have a strong desire to build the platform for us to stand upon and for you to extend, so we're not talking about placing dozens of checkboxes here and there (at least in the long term). We decided to build a new feature called Metrics as a platform for customizable data aggregations inside Targetprocess. The metrics are all about letting the users declare the new properties of the system or modify the existing ones according to their domains.
If that sounds similar to the calculated custom fields (CCF), then you're getting it right. One major issue with CCF is that they are a little bit limited in the computation powers, and we figured out that they don't cover the needs of all our users. So we decided to migrate CCF to our metrics platform in the future, giving you more powerful tools to define your own properties.
We're going to start with several pre-defined metrics, gradually rolling out more powerful ways to define your own metrics. The first one we'd like to customize is Efforts and Progress calculation. It's been one of the most complex and sometimes confusing parts of our domain for quite a long time, so we want to improve it a little bit.
For example, if we talk about user stories, we think about decoupling times, role efforts, tasks and bugs, allowing you to choose what to include and what not when calculating a progress of user story. Oh, and we know that some of you asked to include relations in the progress calculations, so we plan to support that as well.
We'd also like to change how Ideal Hour estimation unit works. Right now it actually doesn't differ too much from the Point unit, which brings up a lot of confusion. For example, consider the following case.
I have a user story with estimations of 1h for QA role and 10h for Dev role. Total effort is 11h. There are no tasks and time records yet.
Now I post a time as QA role: spent 2h, remain 6h.
It would be natural to suppose that the total EffortToDo would be equal to
16h = 10h (Dev, taken from estimated Effort) + 6h (QA, taken from the most recent TimeRemain),
with the total progress being equal to
2h (sum of TimeSpent for all roles) / (2h (TimeSpent) + 16h (EffortToDo)) = 11%.
However, if you do it in Targetprocess, you will see something like this:
This happens because in Targetprocess we normalize actual hours from time records to the ideal hours and estimated roles effort ratio. The normalization works by first calculating the completeness progress for every role:
2h / (2h + 6h) = 25% for QA
0h / 10h = 0% for Dev
Then we do the weighted sum of these values using estimation efforts (1h for QA and 10h for Dev) as the weight coefficients, which is then divided by the sum of all estimation role efforts (1h + 10h):
(25% * 1h + 0% * 10h) / (1h + 10h) = 2.27%
We think of cancelling this hours normalization. A progress will be calculated as ratio: (a sum of Times Spent for all roles) / (a sum of (Time Spent + Time Remain) for all roles) . If there are no time records for some role, we use the initially estimated effort for that role.
That all brings us to the question we'd like to ask you to help us make this new feature better:
- Do you have any particular requests for metrics? Did you ever try to set up any metrics yourself?
- What do you think about Progress and EffortCompleted/EffortToDo customizations? Do you need to be able choose what to include in UserStory progress: Bugs, Tasks, Times?
- Are you fine with the mentioned change of how time-based efforts are used? Maybe you want it to work some other way?
In June-July 2015 we conducted a Customer Survey in order to understand our customers' perspective on the key differentiators of Targetprocess as a tool to manage Agile projects. It was gratifying to hear that one of the key factors why the customers love Targetprocess is its visualization capabilities, i.e. the functionality it has for managing projects and various processes visually.
It was gratifying for us because it sounded like one big dream came true: we did want to enable people to see and to change things that are not visible on the surface or at the data level, but can be visualized for insights and actionable conclusions. That’s actually the motto of Targetprocess: “See. Change”.
Taucharts is still a young library but can be already used as a foundation for custom graphical reports. Check it out at http://blog.taucharts.com/taucharts-data-focused-charting-library/, try to visualize your data and get a bit closer to the bar set by Targetprocess for visual, more effective project management! 😉
If you haven't yet used Targetprocess, jazz up your project management, get a free trial account!
Following our successful Visual Management breakfast event in London, this webinar focuses on how Targetprocess can be used by any organisation - commercial or not-for-profit - to improve the way we manage, collaborate and control work. With a visual management approach, everyone benefits from seeing the information they need whenever they need it. Originally developed in the Agile/IT sectors, Visual Management has significant potential benefits for anyone needing to improve productivity and control.
Join us to hear about and see an overview of a range of new ways to visually keep track of everyday work, control large numbers of small projects and manage processes like recruitment, or even your IT support.
The webinar will:
- Outline the concepts behind Visual Management
- Explain why it works effectively for presenting information in many dimensions
- Show the practical benefits for any organisation in facilitating effective management and control
- Present the new range of Targetprocess solutions.
The webinar presenters will be:
David Hart - David is a Director of E AND H and a professional manager with over 25 years’ experience of delivering successful performance improvement through managing projects and business change across the UK public and not-for-profit sectors.
Natalie Yadrentseva - a product specialist with Targetprocess and a passionate researcher and presenter in information visualisation.