Agile Release Train (ART) Rate

Requires the following solutions to be installed:

• Agile Release Trains (ARTs) (edcffe31-75d3-40b8-9b16-6fbfa380466e)
• Team Rate (9c1a0d08-1456-45d3-bae2-c0895e373cc6) 

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Solution Overview

The solution enables Rates for Agile Release Trains (ARTs). It's needed when you'd like to estimate cost of work by allocation an ART or several ARTs to it, and see how much it could cost you based on the duration of Work Allocations and ART Rate, or just overview how much an ART costs you per hour of work.

An ART Hourly Rate will represent a sum of ART Teams' Hourly Rates and will be shown on the Rates tab for ART.

Please check out the following video to see the solution in action.

Solution Installation

Generate Rates for existing Agile Release Trains

To make rate information available to a limited group of people, we need to hide rates and other cost records in a separate portfolio (project) called 'Budgeting', for example. After creation, all the rates and costs will move to this secret project, even if created in a different project by mistake. By assigning people to this project, you will provide access to the cost details. People who don't have access to the 'Budgeting' Portfolio (Project) won't see anything on the Rates tab on a Team view.

• Create a 'Budgeting' Portfolio
• Copy a 'Budgeting' Portfolio ID
• Go to Settings -> Automation Rules
• Replace the Project ID parameter in the following rules:
  • Initial - Create Rates for existing Agile Release Trains
  • Create or update Rate for Agile Release Train when it is created or Teams are updated
  • Update Agile Release Train Rate when Team Rate is updated

Note: After adding a new Budgeting Portfolio (Project) go to Agile Release Train Rates view, click Actions -> Setup View -> Portfolios (Projects) context filter and choose newly added Budgeting portfolio in the “Portfolios selected by default” section then click Save. 

Automation rules allow to generate Rates and to calculate Hourly Rate automatically.

Create Rates for Agile Release Trains

Now a Rate record will be added automatically for each newly created Agile Release Train. However, we need to generate rate records for existing Agile Release Trains.

• Go to Settings -> Automation Rules
• Enable Initial - Create Rates for existing Agile Release Trains rule
• Open the rule and click the Save and Trigger Now button (make sure it has the correct Project ID from the previous step)

As a result Agile Release Trains's Rates will be generated and calculated based on the Rates on their Teams. If a Team is added or removed from an ART, the current ART Rate will be updated, if it's been created today, or a new ART Rate will be created. Also ART Rates will be generated for newly created Agile Release Trains automatically.