10X: Investment Distribution Report

About this report

The Investment Distribution Report shows data for work items that are associated with a specific field on that work item.

You can analyze fields on the themes, epics, capabilities, features, organization structures, products, and release vehicles.

Navigation

  1. Select the Reports icon from the left Navigation menu.
  2. Start typing the report's name in the Search box. 
  3. Once found, select the report.

Note: You can also use the categories on the left to search for the needed reports. 

Prerequisites

  1. Portfolio must be created in the system.
  2. Program must be created and tied to a portfolio.
  3. Theme must be created in the system.
  4. Epic must be created and tied to the PI.
  5. Capability (optional) must be created and tied to the PI.
  6. Feature must be created and tied to an epic. 
  7. Program Increment (PI) must exist in the system and be tied to a program.
  8. Stories, with point values, must be created and tied to features. 
  9. Teams must be created for the program.
  10. At least one sprint must be completed with completed story points for at least one team.
  11. Team members must be assigned to the completed sprint(s) and have allocations set for the sprint(s).
  12. The Team Burn Hours setting must be set to indicate average daily hours a team member works.
  13. Teams must have the proper track by setting selected, either:
    - Track by Hours, for teams that are using tasks under stories and entering hours against them.
    - Track by Points, for teams that are only using story points and not tracking hours against tasks.
  14. An hourly rate must exist. Depending on the portfolio setting for Costing Method, either:
    - A blended rate, which is entered on the PI.
    - Cost center rate, which is determined by the cost centers assigned to the team members.
  15. A budget must exist in the system.
    - Epic Budget: Set budgets for the individual epics on the epic slide-out panel.
  16. Organization Structure, product, or release vehicle must be created in the system if you want to generate a report for those items. 

How are report values calculated? 

As an example, this topic describes a Strategic Initiative, a field on the Theme work item. However, the report generates the same data graphs for the other fields/work items (the calculations may be a little different).

On the left side, you can view a list of all themes that have a strategic initiative value. Themes without a strategic initiative value are not shown.

10X_Investment_Distribution_Report_1.png

Investment Distribution Breakdown

These pie charts show Budget, Estimate, and Actual calculations in percentages broken down by strategic initiative values. 

  • Budget pie chart, Budget = Sum of budget of epics in the PI
  • Estimate pie chart, Estimate = Sum of Epic Estimate Cost for all epics in the PI
  • Actual pie chart, Estimate = Sum of Story Actual Cost for only accepted stories associated through the backlog hierarchy to epics in the PI

The different strategic initiative values from the Strategic Initiative field are listed below the pie charts.

What is the progress of my effort?

These stacked bar charts provide a bottoms-up view of the level of effort points broken down by each strategic initiative value. Above each bar, a gray number displays, reflecting the total number of LOE points tied to the strategic initiative.

The dark gray stacked bar displays the number of effort points that have been accepted for the strategic initiative. Hovering over this bar displays counts of the number of accepted story points and the total LOE points tied to the strategic initiative.

The blue stacked bar displays the number of story points that have not been accepted that are tied to the strategic initiatives. Hovering over this bar displays counts of the remaining LOE points and the total LOE points tied to the strategic initiative.

How is my spending against my budget?

These bar charts show the Budget, Estimate, and Actual calculations in dollars (or other currency set up under Administration) for each Strategic Initiative value separately.

  • Budget pie chart, Budget = Sum of budget of epics in the PI
  • Estimate pie chart, Estimate = Sum of Epic Estimate Cost for all epics in the PI
  • Actual pie chart, Estimate = Sum of Story Actual Cost for only accepted stories associated through the backlog hierarchy to epics in the PI 

10X_Investment_Distribution_Report_2.png

How does our investment break down by [item]?

This graph shows the effort breakdown of the work item as a relation to another field on the work item. In this case, Strategy is the only other field we have for themes.

You can view the Strategic Initiative values in dollars (or other currency set up under Administration) broken down by strategies on the X-axis (Jira Align Product Strategy vs. SH Product Strategy).

If the Strategic Initiative values have no data for this report, they are not shown.

Where are we investing over time?

This graph shows the effort added to each Strategic Initiative value over the course of its lifespan. It shows an investment trend over a period of time for each Strategic Initiative value. 

10X_Investment_Distribution_Report_3.png

On average, are we spending more or less than we have estimated?

This graph shows how much higher or lower we actually spent (Actual) on themes associated with each Strategic Initiative value compared to the amount we budgeted (Budget). 

How to interpret this report

You can analyze your investments over time and change the priorities if required.

This report shows the investment distribution breakdown and answers the following questions:

  • How is my spending against my budget?
  • How does our investment break down?
  • Where are we investing over time?
  • On average, are we spending more or less than we have estimated?
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