The PI screen is divided into two columns: Not in PI and PI Scope. Not in PI is further divided into two sub-columns that are Backlog Cards and Board Cards.
- Backlog Cards: Contain cards in the backlog of Program and Team board.
- Board Cards: Contains cards on that Kanban board which are yet to be tagged to any PI.
PI Scope is further divided into three sub-columns: To Do, Doing, and Done.
- To Do: Contain cards that are in Ready and Backlog column type.
- Doing: Contain cards that are in In-Progress and Completed column type.
- Done: Contain cards in Done and Archived column type.
The two main columns (Not in PI and PI Scope) and the columns will also have the count of cards in X:Y format, where Y is the total number of cards assigned to the PI and X is the number of cards after applying the ART and Team filter and also the Filter icon.
In the following image, as no filter is applied from the ART and Team field and also from the filter icon, that’s why the X and Y values are shown as same.
Assigning Cards to the PI Scope
You must remember that a card can be assigned to a PI only at the Program or Team-level Board.
To assign a card like a Feature card to the PI scope, drag cards from Not in PI column and drop under PI Scope column. The cards you drop into the PI bucket will be associated with the PI.
Important: Before you drag-drop cards and assign them to PI, make sure to read this Hep page on what happens when you select various values for ART and Team fields on the PI panel.
Note 1: Before dragging a card to the PI scope, select an ART and Team from the drop-down to allocate it to that ART and Team. If you don’t select both these values, then although the card will be allocated to the PI, but will show ART and Team value as None.
Note 2: Although you can view all the cards across different boards under Not in PI columns, only those cards belonging to the Program and Team Work Board like Feature, User Story, can be dragged and dropped to the PI Scope columns as they represent the real development work in a PI.
• Before you pick up the cards from the Not in PI column you can run through the Card Title and the estimate, or click the card title link to view its details and return to the Release page.
By default, the PI Scope column shows the total number of cards assigned to the PI. These total cards are further divided into three sub-columns: To-Do, Doing and Done.
• To filter the columns to view specific cards, click the Open Filter icon the top right of both Not in PI and PI Scope column. Type the search string in the filter textboxes or select value(s) from the drop-down list.
• To expand or collapse any particular sub-column or even the Not in PI or PI Scope column, click the Expand/collapse icon. Using this option will allow you to focus on the specific PI information.
• To remove a card added to the PI Scope, drag and drop the card back into Not in PI column. Doing this will disassociate the card from the PI but still keep the card active on the board.
Card Count: The number of cards scoped in the PI is indicated by the Card Count displayed for the newly added PI.
Note: The card count is shown based on the selection you made in the ART and Team fields on the PI panel. To know more about it, read this Help page.
Progress: The Progress bar (green band) for the PI indicates the progress which shows a percentage of points archived over the total points scoped.
Capacity Indicator: The PI capacity indicator denotes to what extent the PI is booked (the green band in the capacity bar) or under-booked (white band in the capacity bar). The bar completely in red indicates that the PI is overbooked. On hovering on the Capacity bar, you can view the capacity booking in the percentage that is the sum of estimates of points scoped in the PI over the capacity entered.
Note: By default, The UoM for Estimate is points. You can change the UOM to ToDo’s through the drop-down list on the upper right corner of the screen.
The next important thing for you would be to understand the PI Menu bar and the various options like Risk, Business Value Objectives and others. So, go on and read the topic on Working With the PI Menu Bar.