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Documentation




Jira app description

This app helps to automate roadmap planning & reporting towards management. In case your team has already created list of stories (needed to fullfill your roadmap plan - describing a milestone that you want to achieve) and there's historical data available for your project in Jira, this app enables you to have up-to-date, fully automatic reports, that anybody from the company can have a look into.

In case he/she is willing to see the progress - as well as prediction of when can they expect the roadmap to be fully implemented and working on your production environment. At the very same time, it helps the team to focus on real work (instead of tiering, repetetive re-estimations).




Version History

Version 2.0.4 (Jira Server) & Version 1.0.6-AC (Jira Cloud)
  • Added consistency of the chart labels
Version 2.0.3 (Jira Server) & Version 1.0.5-AC (Jira Cloud)
  • Jira Cloud version (1.0.3-AC)
  • Fixed buffer calculation
  • Minor visual improvements
Version 2.0.2 (Jira Server)
  • Fixed bugs related to displaying correct chart
Version 2.0.0 (Jira Server)
  • App working as a Dashboard Item
  • Two types of reports - one for reporting to management, second one for detailed analysis
  • Added possibility to use saved filter instead of direct JQL
  • All data are now stored as part of the Dashboard Item configuration
Version 1.0.2 (Jira Server)
  • average velocity calculation (based on historical values)
  • average story estimation (based on historical values)
  • prediction of the end of the roadmap (based on JQL query)



Phase 1 - backlog identification

During this phase - the roadmap creation (assuming your team/product vision is defined), first thing you want to do is to create a set of user stories, that need to be implemented to fulfill the expectations of the customer. Don't forget to ask yourself frequently - "are we still creating MVP?". To help with creating such user stories, I suggest using so called User story mapping, there are other ways to do this though.

We recommend using this technique, as it helps nicely to visualize the whole workflow of actions that need to take (increasing chance that you didn't forget anything important). Also, it supports intra-team cooperation, which is great for help for high efficient teams. There are online tools, apps to help with this activity, some people prefer sticky notes that do the job done (maybe even better).

If there are significant questions open, you probably need to do more analysis, you probably want to spend more time thinking, what are the actions that need to happen - to fulfill the expectations of the delivery (of the milestone). Once the stories are created and it doesn't seem that you're missing anything important, you're ready to proceed with Phase 2!



Phase 2 - using Roadmap planner app

  1. Go to dashboard on which you're willing to place the Dashboard Item (Gadget)
  2. Add Dashboard Item (Gadget) called Roadmap Planner to the dashboard
  3. Fill in the milestone details on the gadget configuration screen
    • JQL - query to match issues related to your roadmap
    • Filter - instead of directly inserting your JQL, you can use saved filter that can be selected from the dropdown menu
    • Board - chose board that you use to track your work (this will be used as an input for the AVG Velocity calculation)
    • Calculate teams velocity - automatically calculate velocity based on available historical data for the project
    • Velocity (manual) - override calculated velocity with your own value (i.e. in case of vacations, team changes,...)
    • Sprint length - number of days in sprint (including non-working days)
    • Simple prediction - check to use simple version of the prediction report (to be easilly unserstood), or uncheck for analytical type of report
    • Refresh every 4 hours - check to get up-to-date info

    4. Click on button "Save" and now you see your expected milestone prediction - easy!

    5. Don't to forget to share your dashboard - including relevant filter(s) with the key members of your group :-)




Some more details

    Now you can use a brand new detailed report to understand the prediction in more detail (by seeing what was actually estimated and what was calculated by the prediction app).


    And how does the app work? First it checks the board you've inserted, from which it calculates average velocity & average storyponts per story. Then it checks all the issues that are relevant for your saved filter (or JQL). Then, it checks, how many issues were estimated. For those, which don't have estimation field filled in, it filles in the average storypoints to all unestimated issues.
    Finally, from the combination of total storyponts and velocity it predicts the expected date of the last closed story. On top of this, due to new functionality, you can also add buffer - for instance if it's set to 30%, the overall storypoints for the filter/JQL is stretched by factor of 1,3. Happy predicting!