Estimation Board View

Estimation template is a special experimental configuration of board view in Targetprocess. It displays work items as cards distributed by columns according to the estimated Effort. Drag-n-drop action for cards is supported on this view. It allows to update Developer Effort for your work items one by one and in batches.

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Only Effort assigned to the Developer role is supported by this configuration at the moment. Roles with other names are not supported. As a workaround please either rename role for Assignments to Developer (if it is acceptable to modify your process) or use other methods of updating effort such as Batch Actions.

Configuration of the View

To create Estimation view from scratch, in the left navigation menu please click + Create > Board.

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Create the view from the template named Estimation.

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Targetprocess creates for you a new board view with User Stories selected as cards. Effort field is pre-selected for vertical lanes. This is the key difference of the view from any other ones.

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Only User Stories, Tasks, and Bugs are supported by Estimation Board View mode. Any other entity types are incompatible with Effort lane. Horizontal swimlanes for assigned People are also not supported by this view at the moment.

How the view works

The view groups cards under columns according to Developer Role Effort values. By default columns represent first numbers from Fibonacci sequence such as 0, 1, 2, 3, 5, 8, 13, 21, and .

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When a current Effort value for a card is not equal to one of the displayed numbers, the card is assigned to the next greater column. Say, user stories with 6 pt effort are assigned to 8 pt column. Cards with zero estimation are put to 0 column. Any card with value greater than the last displayed number is assigned to the special column denoted by  sign.

The view uses Effort assigned to a User Story itself only. Sum of Effort of nested Tasks is not processed.

Set custom values for displayed Effort columns

You can set your own values for the Effort lanes instead of a fixed sequence of Fibonacci numbers. Just type the effort values comma separated into the filter for vertical Effort lane. Like on the figure below:

Effort Values

Drag-n-drop Estimation

You can move cards one by one or in batches to any column on the view. The system updates Effort value assigned to Developer role in all cards using the number displayed in the column header. When you move cards to the last  column the system sets the Effort as 10 times greater than the number displayed in previous column. Say when last displayed number is 21 and you move a card to ∞, its Effort becomes equal to 210 pt. This behavior cannot be customized at the moment.

Points Effort Units Support

In short, Points are relative abstract effort units that works great for experienced agile teams. Points are a relative measure of user story size. Usually they are used with discrete scale. For example: 1, 2, 3, 5, 8, 13, 20. This scale means that a 5 point story has nearly twice the complexity of a 3 point story, no more. Estimation with points is easier, since you estimate-by-compare: “We’ll give this story 2 points because it seems like it’s twice as big as that 1-point story and about half as big as that 4-point story”.

It is possible to switch planning units from hours to points and vice versa.

  • Bethan Evans

    Hi, is there any way to do this for other roles as well as the Developer role? We would love to this across teams/other roles!

  • Natalia

    Hi Bethan,
    I’m afraid, it is not possible right now. You are welcome to support the following idea with your votes and comments: https://tp3.uservoice.com/foru

  • Acevedo Miguel

    There is a way I can add horizontal lane with “Person”, I cannot select that option for the menu, is there any limitation? I would like to assign people and then do estimation at the same time I got the team next to me.

  • https://www.targetprocess.com/ Natalia

    Unfortunately, it is not possible to add Person lane to Estimation view. Instead of using lanes to assign cards, I would recommend right-click on a cards > ‘Change assignment and Effort’ to assign a User to the card.

  • Alex Porter

    I also wanted to do this. I have created a “My Estimation” view for developers to estimate work assigned to them, but would also like to have a “Team Estimation” view that the team can look at together and work through estimating each person’s stories.

  • Jordi Bares

    Is there any way to customise the columns? I want to have it based on days and weeks and switch easily from one to the other. If that later converts to hours it is fine but my tasks are long by nature and can’t really split them further.
    thanks.

  • http://www.targetprocess.com/guide/ Alex

    The question makes sense when your estimation unit is hours. Unfortunately, at the moment it is not possible to estimate Tasks, Stories, Bugs, and Requests in working days (1 day = 8 hours) and working weeks (1 week = 5 days) so that the automatic recalculation could be perfomed by Targetprocess.

    Two partial workarounds are described here in our public backlog: https://servicedesk.targetprocess.com/request/145326

    I’ve also added +1 vote on your behalf pro this enhancement request.

  • Jordi Bares

    Thank you Alex for the fast answer, very much appreciated.

    I would suggest you guys take in account the realities of daily life for many industries where things are calculated in days or even weeks. I don’t see a reason why adding days (or weeks if someone needs that) would be a technical problem at all, surely you have to consider this layer of abstraction on your software right?

    Changing point of view, it will also be a hard sell for a company that embarks on infrastructure work that may take 6 years to develop (like a bridge for example) to adopt TargetProcess if you force them to measure things in hours.

    Time to reconsider I think.

    cheers

  • http://mateuszjanczewski.pl Mateusz Janczewski

    @Natalia_Dulko:disqus is it possible to customize the effort that is assigned when I’m moving entity to the “endless” columns? I would like to have control over it.

  • http://www.targetprocess.com/guide/ Alex

    It is possible to completely hide last common with ‘Infinity’ sign.

    Examples of filters that can be applied to Effort axis:

    To show only first Fibonacci values till 13 included and hide ‘infinity’:
    ?it <= 13
    (shows 0, 1, 2, 3, 5, 8, 13)

    To show only several specific values and hide 'infinity':
    ?(it == 0 or it == 1 or it == 2 or it == 4 or it == 8) and it <= 8
    (shows 0, 1, 2, 4, 8)

    Does it help? @mateuszjanczewski:disqus

  • http://www.targetprocess.com/guide/ Alex
  • http://mateuszjanczewski.pl Mateusz Janczewski

    @alex_zoom:disqus thanks for the answer!

    I tried this one: ?(It == 0 or It == 1 or It == 4 or It == 8 or It == 16 or It == 24 or It == 40 or It == 80) or It <= 80
    and the result I get was different from what you described:

    https://uploads.disquscdn.com/images/6ef922cd31faa9a8557315cc53d7ae47750d63e5078422dae589bcd998d16476.png

    ?(It == 0 or It == 1 or It == 4 or It == 8 or It == 16 or It == 24 or It == 40 or It == 80) and It <= 80

    it's only 0,1,8 – so it's like <= works only for Fibonacci

    And what I need is this (without infinity sign):
    https://uploads.disquscdn.com/images/824cf31e93762284bd2e97e2105d58cd38288c32748114e159bdad898c60a7f7.png

  • http://www.targetprocess.com/guide/ Alex

    @mateuszjanczewski:disqus Please disregard my previous comment. I had to do more tests before writing it. Now I’ve performed the tests more carefully and indeed it occurs you cannot neither control whether ‘infinite’ column is displayed or hidden nor customize amount of points set to the card when you drop it to the column. It appears that when you move cards to the last ∞ column the system sets the Effort as 10 times greater than the number displayed in previous column. Say when last displayed number is 21 and you move a card to ∞, its Effort becomes equal to 210 pt.
    I’ve updated the guide with this information, and also I’ve added an Idea to our public backlog on behalf of your requirement. It is now here: https://servicedesk.targetprocess.com/request/168868-customize-amount-of-effort-assigned-to
    Hopefully one day we’ll improve this experimental Estimation View template and will make it more powerful and flexible.

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