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"This feature is a Beta release that is given out to a larger group of users to try under real conditions. This feature version has gone through alpha testing in-house and is fairly close in look, feel and functions to the final product; however, it is subject to updates based on the users’ feedback. Please contact our support team for any issues, improvement suggestions, or technical support." |
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Functional Brief
The Template Management provides an interface to create templates. It enables the user to load a set of team members with predefined settings to use across the boards and iterations. The templates aim to utilize specific team configurations and setup sprints faster for the purpose of capacity planning. This is very useful if you have multiple teams and sprints running across multiple projects.
A template can include a list of members with the following settings:
Role
Working days
Daily capacity
Business Value
Promotes re-usability
Flexibility in managing capacity
Save time and effort
Make configurations centralized and global
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It is simple to create and use templates.
The journey starts by the user accessing the template management functionality from “Capacity Tracker – Templates Management” that is accessible via Jira “Apps” menu.
This interface will allow users to create a New Template and add a list of users with their roles, working days and daily capacity. Save and it's ready to be used!
The template management functionality provides the ability to add multiple templates and edit existing templates.
The capacity tracker configuration screen will enable users to select a template which will apply it to the iteration.
Once the template is applied, the iteration will carry over the members’ configurations with predefined roles, working days and daily capacity as per the template.
In an effort to be flexible , users will be able to override the predefined configurations, along with adding and configuring members that are not part of the template.
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