You can access the PI page from the Board menu. The PI page can be accessed from any of the Work Board levels, but a PI can be created only from the top-level Work Board.  Once you navigate to the PI page, it shows the list of PIs that you have already created.

If you wish to view the open PIs only, then you can enable the Show Open PI Only slider. Moreover,  you can display the capacity of each listed PIs in Estimate (Points) or To-Do Hours or any other measurement unit set in the Admin. To view the capacity in any of these measurement units, select the same from the drop-down for the Capacity UOM field.

Let us now understand the layout of each PI once you create it from the top-level Board.

Layout of a PI

An individual PI has a PI panel and is divided into three columns:

  1. Not tagged to any PI (drop cards in PI scope)
  2. Allocated to ART and PI (drop cards in PI scope
  3. PI Scope. 

Not tagged to any PI (drop cards in PI scope)

This column, by default, is collapsed and further divided into the following sub-columns:

  • Backlog Cards: Cards in this sub-column are those of the Backlog Board of the Program and Team Board if the PI page is opened from the Program Board.

Note: Ideally, you only plan and assign the Program and Team level cards to a PI and Sprint as they type of cards like User Stories, Features, Technical Stories represent the actual work executed in PI or Sprint.

  • Board Cards: Contains cards on that Kanban board which are yet to be tagged to any PI.

There are certain common operations that you can perform on any of these three columns, including  Not tagged to any PI. To know more about them, see this section.

You can drag a card from any of these sub-columns under Not tagged to any PI and drop it to the PI Scope provided you have selected a particular ART and Team from the filter. Once you drop the card, it will be assigned to the PI and also allocated to the ART and Team as selected in the filter.

Note: You cannot drag-drop cards in between  Not tagged to any PI and Allocated to ART and PI column.

There are a few scenarios in selecting the value from the ART and Team filter before you can drag-drop a card to the PI Scope successfully. To understand it better, we suggest you read this Help page carefully.

Allocated to ART and PI (drop cards in PI scope)

Once you plan ahead and allocate work to future PIs across ARTs via the Planning Event, the Program Management team needs better control at the Program level to further allocate the work to the various Teams before the PI begins. To facilitate such allocation, this column has been introduced.

The cards in this column are generally allocated to ART and PI because of the allocation that happened during capacity planning using the Planning Even feature. But, they are not allocated to a Team.  So, as you select a Team from the Filter and drag-drop the cards from this column to the PI Scope column, they get allocated to the Teams. So, the Teams become aware of their PI scope and start executing the assigned work.

This column is further divided into two sub-columns:

  • Backlog Cards: It contains those cards which are in the backlog Board.
  • Board Cards: It contains cards that may be allocated to ART and PI, but not to a Team.

There are certain common operations that you can perform on any of these three columns, including  Allocated to ART and PI. To know more about them, see this section.

You can drag a card from any of these sub-columns under Allocated to ART and PI column and drop it to the PI Scope provided you have selected a particular ART and Team from the filter. Once you drop the card, it will be assigned to the PI (if not already assigned) and also allocated to the ART and Team as selected in the filter.

Note: You cannot drag-drop cards in between  Not tagged to any PI and Allocated to ART and PI column.

There are a few scenarios in selecting the value from the ART and Team filter before you can drag-drop a card to the PI Scope successfully. To understand it better, we suggest you read this Help page carefully.

PI Scope

PI Scope contains the cards that are allocated to PIs. This column 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 the Done and Archived column type.

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 the Not tagged to any 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.

Common Operations

There are certain common operations that you can perform in any of the three columns: Not tagged to any PI, Allocated to ART and PI, and PI Scope.

  • Before you pick up the cards from the Not tagged to any PI or Allocated to ART and 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 based on the column type they are currently placed at.
  • If you have too many cards on this column, you can navigate to the extreme end of the column and use the pagination to browse through each page. You can also decide how many cards you want to view in a page by selecting the set number of cards from the drop-down field.
  • If you want to further filter the cards based on the card attributes,  click the Open Filter  icon. Enter the search string in the filter textboxes or select value(s) from the drop-down list.
  • If you want to focus on the specific PI column or any specific sub-column, you can collapse the rest of the columns or sub-columns by clicking the Expand/collapse  icon.
  • To remove a card added to the PI Scope, drag and drop the card back into Not tagged to  PI or Allocated to ART and PI column. Doing this will disassociate the card from the PI but still keep the card active on the board.
  • The three main columns ( Not tagged to any PI, Allocated to ART and PI and PI Scope) and their sub-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 above 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.

PI Pannel

The list of all PIs are displayed along with the details like PI Start and end date, card count,  Capacity, and Progress in the PI pannel.

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 defaultThe 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.

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