Goals module

Overview

The Goals module is a high-level board based on an agile schedule comprising Program Increments.

You can configure it for Program Increments for a specific duration. Once the board is properly configured, you can set your goals for the coming PI.

There are two types of goals you can add to the Goals board:

Jira Issue-based goals
basic goals

You can also track the status of your goals: see if they are still open, completed, failed, abandoned, etc.

With the SAFe®-based goals, you can effectively manage Program Increments and Iteration goals.

Compared to the Board module, it focuses on high-level planning, including forecasts and commitments, rather than particular tasks.

Also, this module lets you communicate what your Teams are working on to everyone interested.

You must first create sub-boxes (such as Program Increments and Iterations).

Main features

The table below describes the main features of the Goals module:

Feature	Description

Feature	Description
Timebox lifecycle	You can change the status of a Timebox in the Overview module or by clicking the "Info" icon in the Timebox header. Not started – will be executed in the future, so it is still under planning In progress – current Timebox Closed – already completed All the following transitions between statuses are allowed (edit mode needs to be enabled first).
Full-screen mode	Use this mode to hide Jira's and shared app headers.
Reports	There are two levels of reporting by the status of goals: Upper level (for example: Program Increment or Project phase) Lower level (for example: Iteration)
Team picker	Select the agile teams to be displayed on the goals board.
Timeline with markers	Dynamic timeline with "Today" and "Zoom" buttons. Click the timeline arrows to navigate between Iteration and Program Increments or to add a Marker or an important event. Change the scale to fit up to three Program Increments in the current view.
View	You can choose between several view modes to display the information you need: Select the compact mode to fit in more goals. Change the Achievement data count by Status or Business Value Heatmap mode - Enable this mode to color-code goals. You can color them manually or based on the goal status. For example, color coding can represent the health status using the traffic light convention Swimlanes are displayed in alphabetical order and cannot be rearranged. You can expand/collapse all swimlanes by clicking above them.
Sort	Sort goals in ascending or descending order by: Probable Business Value Actual Business Value
Export	You can Export the Board module data using the Export button:
Add and edit goal	Goals can be defined as: Committed Uncommitted (i.e., not included in the Achievement) Each goal can be set using: Basic goals – just like with basic tasks, such goals will only be visible in the app and not in Jira Jira issues – pick from the list of created Jira issues. Any issue type can be an goal, but it is recommended to have a dedicated issue type for the purpose
Goals lifecycle	Review the goals (as in SAFe during the System Demo) and change their status using the following options: Completed – the goal is completed and will not be moved to the next box Failed – the goal will be moved to the next box Abandoned – the goal will not be moved to the next box Continue – the goal will be continued in the next box Set as stretch – additional goal with variable value (if time permits)
Heatmap mode	When the heatmap mode is enabled, you can color-code the goals displayed. You can use color coding in different ways, one of which is to monitor the health status of ongoing goals.

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Goals module

Overview

Main features