10X: Manage Capabilities

With the Capabilities page, you can manage your capabilities at a central location. You can select which columns to display using the Columns Shown option. To sort the capabilities, click the column heading.

Note: Only fields that are set as Active in Details Panels Settings are available for selection as columns on the page.

Details

To view or edit the capability details, click its name in the grid. The following fields are available:

  • State indicates where in the development process the capability is. If the Map Process Steps to States option is enabled on the Value Stream page, then when you set a state and save the capability, the process step will be changed based on its association with the capability’s state. If you select the state with no process step mapped, the process step will be changed to the last process step of the previous state (for all states except for the first one in the list) or the first process step of the second state (for the first state in the list).
  • Type is used to indicate the type of requirement, for example, business, architecture, enabler (for non-architectural capabilities used to support upcoming business requirements), or non-functional. This serves as a way for specialized resources to easily see items they should be focusing on.
  • MVP drop-down menu requires selecting whether the capability is a part of the minimal marketable feature. This option is critical for optimal flow and impact.
  • Contained In shows the parent epic of the capability. Clicking the epic opens its slide-out details panel.
  • Primary Program is responsible for the delivery of the capability. Only the programs listed on the parent epic are available for selection. Click the green plus sign to add additional programs to the capability.
  • Additional Programs help to manage capabilities through multiple programs. Only the programs listed on the parent epic are available for selection.
    Note: If the Primary or Additional Programs are changed, and one or more program increments assigned are outside those programs, you’ll receive a notification prompting you to change the PI assignments.
  • Owner is the person ultimately responsible for the end delivery of the capability.
  • Parent Epic is an epic the capability is associated with. If the parent epic has multiple programs associated with it, you can add a capability to that parent epic and choose a different primary program than the primary program of the parent epic.
  • Program Increments assign a capability to the PIs that it is intended for development in. A capability always inherits the parent's PI. Eligible PIs appear for selection after you select the primary program.
  • Customers can be added to track who requested the capability and who will take advantage of it. Click the document icon to copy customers from the parent epic and child features.
  • Report Color helps to visually differentiate capabilities on some reports.

Click Full Details to see the following fields.

  • Dates help to drive placement of the capability in Roadmaps, Forecast, and Status Reports. Dates for the capability are limited to the dates available for the epic. Note that you have to toggle on all three of them in Page Config for any of them to show on this page.
    • Portfolio Ask. This date is set early in the process by the portfolio groups when they do their planning to request the delivery date for a capability.
    • Start/Initiation. This date indicates when the capability will start. It is used for more effective strategic planning activities. This is not the actual start date of the capability based on when the first story is done. This is the target start date based on intentions of the person submitting the capability.
    • Target Completion. This date indicates what the target completion date is. It is used for more effective strategic planning activities. It reflects the date the scheduler believes the capability can actually be completed (versus the Portfolio Ask date which is the date the business wants the capability to be delivered).

When you click Lock next to the dates, the dates are saved. When locked, the following additional fields are saved: story estimate, feature estimate, and capability estimate. You can view this data together with the history of changes by clicking the information icon. Click Unlock to set new dates.

  • Estimation System is used to estimate a capability. The options for estimating capabilities are WSJF, T-shirt size, points, and team/member weeks. A capability can be estimated against multiple PIs.
  • Tags are used to make it easier to find a capability.
  • Developmental Step or Operational Step is a part of a value stream and is used to provide a continuous flow of value through the agile process. It depends on the program you select. You can learn more about value streams in the topic Create Value Streams. If the Map Process Steps to States option on the Value Stream page is enabled, then when you set a process step and save the capability, the state will be changed based on its association with the process step.
  • Budget option is used to budget before the estimation process. Asking how much of the pie would you spend can be useful to compare to the actual estimate during PI planning.
  • Strategic Score includes the following values:
    • Strategic Value Score is for those not using scorecards or WSJF. You can indicate the relative value of a capability compared to others on a scale of 1-100 and use that information to support ranking and prioritization.
    • Effort SWAG is a way to compare the size, time, and effort that it will take to complete a set of features in a capability without going through detailed backlog estimating activities. SWAG is a rough estimate based on experience and intuition. You can indicate that value on a scale of 1-100.
  • Kano Analysis includes the following categories:
    • Complexity is used to determine how complex a capability is in relation to the other capabilities.
    • Certainty is used to determine how much you know about a capability and how it will be built in relation to the other capabilities.
    • Kano Category lists a number of customer's needs and helps better understand them.
  • Affected Countries box is used to specify which countries are affected by the release. You can release a capability to some particular countries first, and then release it for other countries.

Doughnut chart

Use the doughnut chart on the Details tab to understand the amount of work spent and remaining on the capability and how long it will take to complete it. The progress is based on the child count. For capabilities, it will show the count of features for them (6 of 10 items accepted).

The progress in the center of the circle is a percentage of children in the Accepted state. If a capability is in the Accepted state, this number is always 100% regardless of the children’s state.

The dials are counted as follows:

  • Accepted (blue) is a percentage of children in the Accepted state.
  • In Progress (orange) is a percentage of children in the In Progress, Test Complete, and Dev Complete states.
  • Not Started (gray) is a percentage of children in the Pending Approval and Ready to Start states.

The items in the Unassigned Backlog are also included.

Design

The Design tab is used to capture UX/UI design information for the capability. Use the following parameters to define the capability's design: 

  • Hypothesis is an educated guess about the total design needs of the capability.
  • Design Stage is the stage of the design process the capability is in currently.
  • Lean UX Canvas is a model or approach the design of the capability is based on.
  • Prototype is a link to a mockup/prototype of the design.
  • Lean Use Cases allows you to choose lean use cases tied to this capability. Click Add to create a new lean use case.
  • Design Components allows you to choose design components to this capability. Click Add to create a new design component.

Value

Important: To turn on the Value tab for capabilities in a specific portfolio, select Yes under Administration > Settings > Platform > Portfolio Specific Configuration > select a portfolio > Scoring or Value Engineering.

Scorecards

You can use scorecards to score and rank your capabilities in a consistent way across the programs and portfolios. The Jira Align default scorecard appears here. You can add your own scorecards to build custom scoring under Administration > Settings > Platform > Portfolio > Scorecard Configuration. After the scorecard is added, assign it to the program of your capability under Programs.

To score a capability, drag the sliders to the required position. You can configure to use sliders or drop-down menus for scoring a capability under User Menu > Edit Preferences > Scorecard Type. The score is used to help calculate the overall value of the project and compare it to other projects. You can view your capability's score under Value Score. The maximum capability score is 100. Any unanswered questions are scored as zero. Analysis shows your capability’s score compared to average of other capabilities’ scores. The average score is calculated based on the capabilities that use the same scorecard.

Click the Analyze button to view the detailed ROI (return of investment) score analysis. The list of capabilities on the left is based on the settings on the Configuration bar. If you select a PI, all capabilities for that PI appear here. If you select a portfolio or program, all capabilities within that portfolio and program appear on the left ranked by their score. On the right, you can view the same individual scores and total value score as you see on the actual capability. The graph shows your capability’s metrics in blue in comparison with an average score across all capabilities in orange. If you look at all PIs, the average score is based on all capabilities in those PIs. You can switch between the capabilities by using the left and right arrows and compare what happens within those PIs.

Value Engineering

The Value tab for capabilities is also used for value engineering--a method to improve efficiency and decrease operating costs through analysis. Value engineering can improve function and lower costs, and determine if epics are worth building. 

Visit Value Engineering for complete details.

Forecast

On the Forecast tab, you can view which teams and programs are allocated to the capability so you can track efforts to complete it. This tab appears when you assign at least one PI to a capability on the Details tab. If the capability is removed from the PI scope in the Forecast report, you will see a notification about that on the Forecast tab and cannot edit the allocation details for this PI.

The allocation data here is the same as provided in the Forecast report (Program Forecast). If you change the allocations on the Forecast tab, they will override the allocations in the Forecast report, and vice versa.

To allocate programs and teams to the capability for the forecast:

  1. Select Solutions from the left menu bar.
  2. Under the Manage section, select Capabilities; the Capabilities page displays.
  3. Click the capability name to open the capability details, and then click the Forecast tab.
  4. From the Program Increment drop-down menu, select the PI. The list of PIs this item is assigned to on the Details tab is available.
  5. From the Programs working on this Capability drop-down menu, select one or multiple programs. The list of programs associated with the PIs this item is assigned to is available.
  6. Type a number of team weeks or member weeks you expect to be spent on the work item for the release in scope of the program.
  7. Type a number of team weeks or member weeks you expect the team to spend on the work item for the release.
  8. If your program estimates are not equal to the rollup of team estimates, you will see a notification at the bottom of the tab, prompting you to update the program forecast estimate. Click the corresponding link to update the program forecast estimate.
  9. Click Yes, override it! to confirm you want to override all program forecasts to be equal to the rollup of respective team forecasts. This step is invalid if the program estimates equal zero; estimates will update without a confirmation.
  10. Click Save Forecast.

Notes:

  • If you entered the estimate for a program in the Plan Demand forecast view, this program will automatically be selected in the Programs working on this Capability drop-down menu and appear under Programs & Teams with its allocations.
  • Under Programs & Teams, the total allocation for a program is displayed in the top row for every program in the list. All teams within programs that were allocated to this capability appear here with their allocation.
  • If the team estimates are already set, you can add the program estimates by clicking Edit, but all team estimates for each program within the selected PI will be removed.
  • If you added any program estimates, programs selected on the Forecast tab are synchronized with the Additional Programs list on the Details tab.

Links

On the Links tab, you can sequence work items. It is used to create a link from one theme, epic, capability, feature, or story to another one to define that the work item cannot be started before the other one is finished.

Important: To turn on the Links tab, select Yes under Administration > Settings > Platform > Team > Enable Item Link.

Additionally, on the visualization chart, you can see the items related to each other on the timeline with respective dates and milestones. The chart shows the relationships between the items that have the predecessors and successors for the item.

  • Predecessor. A theme, an epic, a capability, a feature, or a story that comes before another work item.
  • Successor. A theme, an epic, a capability, a feature, or a story that comes after another work item.

Note: You can select only the items from the same portfolio.

The following relationships are available:

  • Story > story; story > feature; story > capability; story > epic; story > theme.
  • Feature > theme; feature > epic; feature > feature; feature > capability; feature > story.
  • Capability > theme; capability > epic; capability > capability; capability > feature; capability > story.
  • Epic > theme; epic > epic; epic > capability; epic > feature; epic > story.
  • Theme > story; theme > feature; theme > capability; theme > epic; theme > theme.

You can set up multiple predecessors and successors. Adding an item as a predecessor or successor to another item will automatically manage the links for both of them. This means that when item A is listed as a predecessor for item B, item B will be listed as a successor for item A automatically. Also, when item A is listed as a successor for item B, item B will be listed as a predecessor for item A automatically.

The same item cannot be set as a predecessor and a successor. The parent epic cannot be the predecessor or successor for the child feature or story. The child feature and story cannot be the predecessor or successor for the parent epic.

Important: Unlike dependencies, links do not provide the obligation or require any actions to be taken by anyone. They help to draw a picture of item interdependencies on various levels.

To create links:

  1. Go to the Links tab.
  2. Select the portfolio and program from the corresponding drop-down menus.
  3. Add one or multiple theme, epic, capability, feature, or story predecessors.
  4. Add one or multiple theme, epic, capability, feature, or story successors.
  5. Click Save, and then click the View the Predecessors and Successors button to view the created links on the visualization chart.

Visualization chart

The main item is highlighted in blue. Use the toggles on the right to highlight predecessors or successors. The related stories appear in the sprints they are assigned to. The related themes, epics, capabilities, and features appear in the sprints based on the following rules:

  • For predecessors, if all child stories are assigned to sprints, the theme, epic, capability, or feature appears in the last sprint the stories are assigned to.
  • For successors, if all child stories are assigned to sprints, the theme, epic, capability, or feature appears in the first sprint the stories are assigned to.

Predecessors

Themes, epics, capabilities, features, and stories appear in the At Risk column based on the following rules:

  • A theme, a capability (at least one of its child stories or features), a story, a feature, or an epic (at least one of its child stories, features, or capabilities) is in the unassigned backlog OR
  • A theme, a capability (at least one of its child stories or features), a story, a feature, or an epic (at least one of its child stories, features, or capabilities) is assigned to the same sprint as the main item OR
  • A theme, a capability (at least one of its child stories or features), a story, a feature, or an epic (at least one of its child stories, features, or capabilities) is assigned to the sprint that comes after the sprint of the main item.

Successors

Themes, capabilities, epics, features, and stories appear in the Unassigned column based on the following rule:

  • If a theme, a capability (at least one of its child stories or features), a story, a feature, or an epic (at least one of its child stories or features) is in the unassigned backlog.
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