About this report
The Plan by Quadrant report displays epics and their child features, in the form of color-coded cards, plotted on a quadrant chart that measures effort and value. The report is generated by selecting a target program and PI from the drop-down menus on the top-left of the page.
Important: To have this report enabled, you need to contact Jira Align support.
The four quadrants represent the following:
- Quadrant 1: High Value/ Low Effort
- Quadrant 2: High Value/ High Effort
- Quadrant 3: Low Value/ Low Effort
- Quadrant 4: Low Value/ High Effort
The card colors represent the functional areas assigned to each feature; each functional area is assigned a color at the time of creation.
On the right of the page is a series of boxes representing feature states; use these boxes to update the state of a feature by dragging and dropping a feature card into the desired state box. For example, dragging and dropping a feature card into the In Progress box will automatically update the associated feature to an In Progress state.
- Select the Reports icon from the left Navigation menu.
- Start typing the report's name in the Search box.
- Once found, select the report.
Note: You can also use the categories on the left to search for the needed reports.
- Program must exist in the system.
- PI must exist in the system and be tied to a program.
- Epics must exist in the system and be tied to primary program; the Quadrant parameter must be filled out for each epic via its Details panel.
- Features must exist in the system and be tied to epics (and optionally, functional areas; required for color coding).
- For the cards to be color coded, functional areas must exist in the system and assigned a report color.
How are report values calculated?
- Quadrants are assigned to epics (and inherited by an epic's child features) via the Quadrant parameter on an epic's Details panel.
- Card color is defined by the Report Color assigned to each functional area; functional areas can be created by clicking the green + icon next to the Functional Area parameter on a feature's Details panel.
How to interpret this report
This report serves as a decision-making tool, to identify epics and features with high value and low effort. Look in quadrant 1 for cards--these represent epics and their child features that are low effort and offer a high value. Cards in quadrant 2 also have a high value, but will require a higher effort.