Velocity report
This report type is available with BigPicture Enterprise only.
What does the report show?
Velocity value is presented on the Velocity chart in the form of a trend line.
The average value calculated for a selected sprint.
The velocity value calculated for the last sprint is additionally displayed at the end of the chart.
The report is based on story points.
Grey column - team capacity in a given period
Green column - story points of done tasks
Data breakdown is based on program structure (Box structure). The velocity report shows two columns for each sub-Box (such as Iteration).
The report is generated per team.
Grey column - team capacity calculation
"Planned" value (grey column) = capacity of a team per sub-Box time period
Planned value is taken from the capacity planning tab in the Resources module. This value is always initially calculated based on the availability of team resources in a given period but can be manually overridden in the capacity planning tab of the Board module.
If the value was not manually overridden → "Planned" value (grey column) = Team capacity per day (sum of individual capacities of team members per day) multiplied by the duration of a Box (such as Iteration).
For example, when:
daily capacity of "Team Alfa" = three story points
"Iteration 1.2” = 11 workdays
Planned capacity for Iteration 1.2 = 11x3 = 33 story points
Green column - done tasks sum
Only tasks in "Done" status are included in the calculation.
Example:
Iteration 1.1 contains four done tasks assigned to "Team Alfa".
Story point sum = 5 + 3 + 2 + 6 = 16
Scope of the report
When you create a Velocity report :
information is broken down to the lowest available Box level
a report is created in a particular Box - only sub-Boxes nested under that Box are included
all Boxes in the report are from the same level
See examples below.
Case 1 - report created in the main program Box
Report created in "SAFe ART (Smart house)" | Result |
---|---|
lowest available level | Iteration (2nd level under the main program Box) |
Included Boxes | all Iterations (all are nested under the main program Box) |
all on the same level | All Iterations are on the same level in the Box hierarchy (2nd level under the main program Box) |
Resulting report:
Case 2 - report created in a Program Increment
Report created in "Program Increment 1" | Result |
---|---|
lowest available level | Iteration (2nd level under the main program Box) |
Included Boxes | 3 Iterations (nested under the "Program Increment 1" - Iterations nested under other Program Increments are not included) |
all on the same level | All Iterations are on the same level in the Box hierarchy (2nd level under the main program Box) |
Resulting report:
Report configuration
Report configuration/ edit/ delete information can be found on the following page. Report management works the same for all reports.
Available fields
Element | Description |
---|---|
Name | The report name is displayed in the header of each report. |
Show iterations with empty capacity | When selected, Boxes with team capacity = 0 are included in the report When team capacity = 0?
|
Show the velocity line on the chart | checkbox, checked by default |
The number of iterations used to calculate velocity | numeric field, integers only, from 1 to 9, default value = 3 |
Project (conditional field) | This field is available in Portfolio Boxes (more information below). If a Velocity report is added to a Portfolio Box containing multiple projects, you will need to specify which project the report should be generated for. |
Team | The report is generated for the selected team. |
Conditions
tasks must be assigned to teams
tasks must have a "story points" value
lower-level sub-Boxes must exist (otherwise, the report will be empty)
lower-level sub-Boxes must have their scope type set to "sub-scope" (in most cases, those will be Program Increments and Iterations).
Tasks without a team
Tasks that have not been assigned to a team are not accounted for in the calculation (are ignored).
scope type = sub-scope
The report is based on lower-level Boxes. Their scope type must be set to "sub-scope".
Own scope → tasks are added directly to the scope of the Box (such as a program Box)
Sub-scope → Box doesn't have its own scope - it simply displays a section of the parent scope (for example. tasks are added to the main project Box and later divided into Program Increments and Iterations). If you add a task to such Box, it is automatically added to its parent.
In most cases, the scope type of Program Increments and Iterations is set to "sub-scope".
Project in a portfolio Box
A Portfolio Box can contain multiple program Boxes, each with its scope.
Portfolio Box scope type must be set to "None".
A Velocity report cannot be generated for multiple separate program Boxes.
You can create a Velocity report in a Portfolio Box, but you will need to limit the report to one project.
Story Point conversion set to "0"
When a team is still learning to estimate its velocity, the conversion ratio changes from sprint to sprint. You may prefer to show the velocity of future iterations as unknown (=0) and wait for the scrum master to later enter the correct value based on historic data (capacity planning tab of the Board module).
Example:
Story Point conversion = 0
The planned capacity of a team = 0 until manually changed
Additional use cases - possible mistakes
Case 3 - no lower-level Boxes
Report created in "Iteration 1.1" | Result |
---|---|
lowest available level | none |
Included Boxes | none |
all on the same level | n/a |
Iteration 1.1 has no child Boxes:
The Velocity report created in Iteration 1.1 is empty.
Case 4 - Iteration under Iteration
Report created in "SAFe ART (Smart house)" | Result |
---|---|
lowest available level | Iteration (3rd level under the main program Box) |
Included Boxes | Iteration 1.3.1 (the only 3rd level Box nested under the main program Box) |
all on the same level | Other iterations are on the 2nd level - they won't be included |
Depending on the setup, you could create a structure like this:
In this case, Iteration 1.3.1 is the lowest level under SAFe ART (Smart house). The report includes only Boxes on the same level, so all other Iterations are omitted: