Plan capacity by estimating Effort | Targetprocess - Visual management software

Plan capacity by estimating Effort

Effective capacity planning in Targetprocess is based on estimated Effort of work items and total Effort calculated for high-level work containers. Initial estimations and capacity limits can be set and used for further comparison. The more accurate are your estimations, the easier is to preserve or predict dates of delivery.

Capacity planning can be used with any methodology, including agile and traditional or somewhere in between.

Review effort of tasks and bugs in user stories

Create a hierarchical list view for your backlog entities. Using Customize Cards, add column for Effort values to each hierarchial level. You will be able to see effort for all parts of your work items.

Screen Shot 2016-10-27 at 10.08.02

Project Backlog

Project Backlog view shows top-to-bottom project hierarchy. For every user story, task, bug, feature and epic its Effort is shown there.

Project Backlog

Initial Estimate

It is possible to manually set Initial Estimate (rough estimated effort) to features and epics. Initial Estimate substitutes an Effort when a feature or an epic does not have any stories assigned yet.

Story Mapping

Story Mapping is a way of visualizing a large backlog of work items as well as the relations between and their subordinate user stories. You may notice while filling up the backlog that some user stories can be grouped within a larger requirement; or, perhaps you started from high-level requirements and features at first and want to break your work down into user stories. The Story Mapping view presents all user stories in the product backlog grouped by feature. Effort for user stories is shown on the cards representing them; total effort for features is shown in the row headers.

Story Mapping

Release Planning

Release Planning view helps to plan your work items across releases, prioritize them and easily balance the releases workload. When Releases are represented as columns, then effort totals counters appear in column headers. A counter contains:

  • Total Effort Completed of work items assigned to the corresponding Release
  • Total Effort of work items assigned to the corresponding Release

More information on these totals: How is Progress calculated for work itemsMeasuring progress of high-level planning entities.

Effort of work items can be added to cards layout using Customize Cards.

Release Planning

Sprint planning

Sprint Planning view allows to plan stories by sprints (iterations) and team iterations. When Sprints  / Team Iterations are represented as columns, then effort totals counters appear in column headers. A counter contains:

  • Total effort of work items assigned to the corresponding Sprint / Team Iteration
  • Velocity (capacity limit) of the corresponding Sprint / Team Iteration

When total effort exceeds velocity limit then the difference between these two values and overhead status warning appear additionally.

Effort of work items can be added to cards layout using Customize Cards.

Sprint planning

People Capacity

When your entities are estimated and project members are allocated, it is possible to distribute work by people using interactive People Capacity view. It shows effort distribution per person throughout a release or a sprint. For all your users the view allows to compare amount of their capacity limit and total effort for all tasks assigned to them. It makes possible to see each developer's tasks, available capacity and burden level.


Capacity Calculation

The view shows effort distribution and capacity per person through multiple releases, sprints, or team iterations.

Capacity Calculation

More information: Capacity Calculation.

Visual encoding by Effort

It is possible to apply color coding to entities using rule that checks Effort value. For example, you can use red-amber-green color coding for your cards on planning view:

?Effort == 0
?Effort < 2
?Effort > 8

See also

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