Lean Budgeting: Metrics 1.0.0

Requires the following solutions to be installed:

• Lean Budgeting: Structure (242ac127-f629-486f-ac51-4a8266d34290)
• Lean Budgeting: Automation Rules (f54e7c3e-d42a-4958-80f4-2396f71d6022)

Requires at least one of the following solutions to be installed:

• Lean Budgeting: Connection to Portfolio Epic (Project) (e54d7210-9f99-45fa-aab2-75455a14aa3b)
• Lean Budgeting: Connection to Product (e784d732-54b1-47ac-81c5-12a7eede91b3)
• Lean Budgeting: Connection to Value Streams (d13f0901-7449-4910-b866-16e19d1d5a1b)
• Lean Budgeting: Connection to Solution Trains (3e999f37-340f-404a-8b7b-8a13d734fdc3)
• Lean Budgeting: Connection to Agile Release Trains (ARTs) (8f5988a8-278a-4ddb-a138-dd16855ee887)
• Lean Budgeting: Connection to Teams (48a6f062-2fb1-4c41-b118-9f7ad65133dc)

Solution Overview

The solution enables the metrics needed to calculate Lean Budgeting solutions numbers, such as Totals, Deltas and other fields. Make sure you install it after the required solutions are installed and Period Budgets have been generated. In case you install it earlier than that, it can lead to a significant performance delay.

Solution Configuration

Install the solution from Solution Library.

Configure Portfolio Budget Type

There is a metric on Portfolio Budgets that defines which vertical (Work, People, or Products) you'll be FUNDING (budgeting). For Lean Budgeting solution, it is People (Value Streams, Solution Trains, Agile Release Trains). If you fund Work (Portfolio Epics) or Products, the value in the metric needs to be updated respectively. To do that:

• Go to Settings -> Metrics
• Replace the value based on chosen funding vertical (Work, People, or Product) for the Portfolio Budget Type in the following metric:
  • Portfolio Budget Type for Budget
• Save the metric.

Note: If you fund People, just click Recalculate to set "People" as Portfolio Budget Type for all existing budgets.

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Version 1.0