10X: Manage Features

With the Features page, you can manage your features at a central location. You can select which columns to display using the Columns Shown option. To sort the features, 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 feature details, click its name in the grid. The following fields are available:

  • State indicates where in the development process the feature 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 feature, the process step will be changed based on its association with the feature’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 of feature being developed. For example, a feature may be architecture related, an enabler (non-architectural features used to support upcoming business requirements), non-functional, supporting (features for teams who aren’t development or QA-focused), or it can deliver direct business value. This serves as a way for specialized resources to easily see items they should be focusing on.
  • MMF shows whether the feature is a part of the minimum marketable feature. This option is critical for optimal flow and impact.
  • Blocked status alerts stakeholders that the development of this feature is currently blocked.
  • Priority is used as a broad way of to rank the priority of the feature vs. other features.
  • Contained In shows the parent epic or capability of the feature. Clicking the epic or capability opens its slide-out details panel.
  • Primary Program is responsible for the delivery of the feature. Select Multi-Program Feature under Approach, and then you will be able to assign a feature to multiple programs under Additional Programs.
  • Additional Programs help to manage features through multiple programs. You can assign features to any program. If programs associated with the feature are not associated with its parent, those programs are automatically added to the parent when the parent and child are associated.
    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.
  • Approach is used to define whether the feature will be completed by the primary program or multiple programs.
  • Product is used for generating a product-specific roadmap and Product Room.
  • Product Objectives are vision statements from the Product Vision page and are used in the Product Room.
  • Theme assigns a theme to this feature. If a feature has a parent epic, then the feature inherits the epic’s theme. We recommend selecting a theme for all stand-alone features that have no parent epic or capability.
  • Owner is the person ultimately responsible for the end delivery of the feature.
  • Parent Epic/Capability is the epic or capability this feature belongs to.
  • Program Increments assign a feature to the PIs that it is intended for development in. A feature always inherits the parent's PI. If a feature has a capability or an epic, then the feature can only be assigned to the program increments assigned to the parent that do not have the Done status. If no parent is assigned, then all PIs based on the selected program are shown. If a parent has no PIs selected, then the feature has Unassigned Backlog as an option.
  • Release Vehicle is a child of the program increment and typically relates to service packs or release packages. You can assign a feature to any active release vehicles even if they are associated with a different program increment than a feature. Only the release vehicles with the Planning and In Progress statuses appear here. If a release vehicle is used for time tracking and is tied to a time project, you can change the release vehicle status if the time tracking period containing the Closed/Cancelled date is unlocked.
  • Target Sprints define when work begins and finishes on your roadmap. This does not impact your work planned on the Program Board.
  • Estimation System is used to estimate a feature. The options for estimating features are WSJF, T-shirt size, points, and team/member weeks.
  • Related Story(s) show the child stories associated with this feature.
  • Tags make features much easier to find within a system.
  • Blocked Reason states the reason for this feature being blocked.
  • Report Color helps to visually differentiate features in the Story Backlog, Plan By Quadrant, and Epic Scheduling reports.

Click Full Details to see the following fields. 

  • Dates help to drive placement of the feature in different reports. Dates for the feature are limited to the dates available for the epic or capability. 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 feature.
    • Start/Initiation. This date indicates when the feature will start. It is used to do the strategic planning activities more effectively. This is not the actual start date of the feature based on when the first story is done. This is the target start date based on intentions of the person submitting the feature.
    • Target Completion. This date indicates what the target completion date is. It is used to do the strategic planning activities more effectively. It reflects the date the scheduler believes the feature can actually be completed (versus the Portfolio Ask date which is the date the business wants the feature 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 and feature estimate. You can view this data together with the history of changes by clicking the information icon. Click Unlock to set new dates.

  • Category enables a user to categorize feature by the genericized reason a feature is under development (for example, R&D, Growth, or Technical Debt).
  • Business Driver tracks the reason the feature is being developed based on your organization’s core business drivers.
  • 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 feature, the state will be changed based on its association with the process step.
  • Affected Countries box is used to specify which countries are affected by the release. You can release a feature to some particular countries first, and then release it for other countries.
  • Functional Area represents a specific business function of your company. You can create it by clicking a green plus sign.
  • Capitalized option determines if the epic will be capitalized for financial reporting.
  • Source box can be used to track the origin of the feature request.
  • Customers can be added to track who requested the feature and who will take advantage of it. Click the document icon to copy customers from the parent capability or parent epic if capabilities are disabled.
  • Requester is a person or department of a company that requested this feature. You can create the requester by clicking a green plus sign.
    Note: Your role needs to have the Roles > Program > Features > Add Functional Area permission to add the requester values.
  • Associated Ticket links the feature to the external ticketing system if applicable.
  • Benefits list the benefits that this feature’s delivery will bring.

Doughnut chart

Use the doughnut chart to understand the amount of work spent and remaining on the feature and how long it will take to complete it. The progress is based on the child count. For features, it will show the count of stories 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 feature 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 feature. Use the following parameters to define the feature's design: 

  • Hypothesis is an educated guess about the total design needs of the feature.
  • Design Stage is the stage of the design process the feature is in currently.
  • Lean UX Canvas is a model or approach the design of the feature 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 feature. Click Add to create a new lean use case.
  • Design Components allows you to choose design components to this feature. Click Add to create a new design component.

Value

The Value tab for features is 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 features are worth building. 

Visit Value Engineering for complete details on using this tab.

Finance

On the Finance tab, you can calculate the cost and budget of the entire feature. Additionally, you can set the estimated revenue growth, expense savings, discount rate, initial investment, spend to date, estimate at completion, forecast years, and cash flow years.

Associating a work code with features allows users to specify IDs in external financial systems. These fields help users in reconciling data between Jira Align and an external financial system. For example, a set of features may be tracked in an external financial system using a single work code. The user can then search for all features in Jira Align with that work code to get a view of progress against that financial code.

Under Financial Risk, you can assess the feature’s exposure to risk. Select values from the drop-down menus to estimate the business impact, risk appetite, IT risk, failure impact, and failure probability.

Note: If the feature is not a stand-alone one, only Expense Savings and Revenue Growth are shown under Financial Plan

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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