Agile Release Train (ART) Rate

Requires the following solution to be installed:

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

It can be also installed on top of the following solution:

• Calculate Team Rate based on Users Rates (d938159e-73c2-41f9-b611-a40174049f7d)

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Solution Overview

The solution enables Rates for Agile Release Trains (ARTs) and calculates ART Rates based on its Team Rates. It's needed, for example, when you'd like to estimate the cost of work by allocating an Agile Release Train to a Work Item using Work Allocations and see how much it could cost you based on the duration of Work Allocations and ART Rate. Or see how much an ART costs you per hour of work.

An ART Hourly Rate will represent a sum of Team Rates in an ART for different periods (based on Team Rate Planned Dates and Hourly Rates). You'll see ART Rates on the Rates tab of an ART.

Solution Installation

Configure the solution rules

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 Rates 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 (skip this step if you already have a 'Budgeting' portfolio)
• Copy a 'Budgeting' Portfolio ID
• Go to Settings -> Automation Rules
• Replace the Project ID parameter in the following rules:
  • Create/Update ART Rate when Team Rate is updated
  • Create/Update ART Rate for Current ART when TeamART is updated
  • Calculate ART Rates based on intersection of Team Rates

Generate Rates for existing 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. To do that:

• Go to Settings -> Automation Rules
• Enable and open the following rule:
  • Initial - Calculate past and future ART Rates based on intersection of Team Rates
• Click the Save and Trigger Now button

As a resuly ART Rates will be generated for existing ARTs.

Note: If you don't see the Rates on 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.

Further ART Rates will be updated automatically, following the following logic:

• If a Team is added/removed from an ART, or any Team Rate got updated, then ART Rates will be re-created/re-calculated based on Team Rate Planned Start/End Date and Team Hourly Rates.

Note: The Rates will be updated only for future periods, so the previous costs, calculated based on the Rates, are unchanged.

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Version 1.3