Column View (r)

Column View (r)

Get the most information out of your data. The data visible in the columns of the Overview module provides high-level insight into your data. Modify the view to meet your needs best.

Box vs task data columns

Box-associated columns show data associated with Boxes (not tasks) and are visible only in the Overview module.

Task-associated columns show data aggregation based on individual tasks (inline editing won't be possible in the Overview module). Those columns are marked with "tasks" in the name:

  • Actual cost (Tasks)

  • Baseline End Date (Tasks)

  • Baseline Start Date (Tasks)

  • End Date (Tasks)

  • Estimated Cost (Tasks)

  • Original Estimate (Tasks)

  • Progress (Tasks)

  • Remaining Estimate (Tasks)

  • Start Date (Tasks)

  • Story Points (Tasks)

  • Time Spent (Tasks)

  • Time Tracking (Tasks)

Overview module, choosing a column

Task information has to be edited in a module (such as Gantt - the value of the "actual cost" column associated with a particular task can be adjusted). The word "tasks" won't appear in the column name in the modules because data in the modules is associated with tasks only (not Boxes):

actual-cost-column.png

Those columns are based on built-in fields.

Task value fields are available for all tasks (including basic tasks).

Inline editing of box attributes

You can use inline editing to edit values directly in the Overview module. 

Overview module, description column

Limitations

Not all box attributes are editable. For Closed and Archived boxes box attributes can't be edited. 

Aggregated box status

Aggregated box status is calculated for all Boxes.

Statuses of aggregated boxes

Status-based report is based on the scope of all sub-Boxes. It shows issue distribution in different Jira status categories for each upper-level Box:

  • To Do - grey color

  • In Progress - blue color

  • Done - green color

Aggregated boxes, statuses highlighted

If a closed box does not have any aggregation yet, it is calculated once. Aggregations for all Closed Boxes that already have an aggregation are not calculated.

Aggregated time-tracking report

Aggregated Box status is calculated for all Boxes.

Time-tracking report based on the scope of all sub-Boxes showing issue progress. The formula used is: 1-(Remaining estimate/Original estimate)*100%

If a closed box does not have any aggregation yet, it is calculated once. Aggregations for all Closed Boxes that already have an aggregation are not calculated.

Capacity column

You can have a quick overview of the team members' capacity in a given Box.

The calculation is done for:

  • team members only

  • for the Box period only

Manual changes made on Board module > Capacity planning are not included in the calculation

Overview module, Capacity column highlighted

Customization 

You can display data in the following formats:

  • Pretty (combines different units e.g., 4w 23d) 

  • Days

  • Hours

  • Decimal

Capacity column radio buttons

Limitations

  • It is not possible to convert the capacity in hours to Story Points in this column. 

  • it is not possible to change the aggregation method in the column (always sum of capacity from a given Box only).

Cost columns

The following columns can be added to the Overview module view:

  • Information associated with boxes → values are associated with boxes only. They don't depend on task information.

    • Budget

    • Estimated Cost

    • Actual Cost

  • Information associated with tasks → values are associated with tasks in a box. 

    • Estimated Cost (Tasks)

    • Actual Cost (Tasks)

Overview module, three columns highlighted

Aggregation

Configure the table in such a way that the app rolls up the value in the Box hierarchy (choose aggregation).

Columns can be customized, resulting in different aggregation of data:

  • None 

  • Minimum

  • Maximum

  • Sum

  • Sum, without a parent

  • Average 

  • Average, without a parent

  • Status in categories in %

  • Children status categories

  • Children's status categories in %

Aggregation mode chosen

In the example below, the value is based on the actual cost of tasks in Boxes.

Cost aggregated

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