Column view (Overview module)

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Column view (Overview module)

Column view - Overview module (old navigation)

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 best meet your needs.

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 so 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

Box vs task data columns

Corresponding columns:

Overview module

Gantt

Scope

Board

Overview module

Gantt

Scope

Board

Actual Cost (Tasks)

Actual cost

Actual cost

Actual cost

Estimated Cost (Tasks)

Estimated Cost

Estimated Cost

Estimated Cost

Budget

N/A

N/A

N/A

Actual Cost

N/A

N/A

N/A

Estimated Cost

N/A

N/A

N/A

Adjust the column view. Then, use inline editing to adjust task information.

Gantt module:

Roadmap module, actual cost column

Scope module:

Actual cost column sum

Board module:

Board module, settings icon highlighted

 

If you want to change the details of already planned tasks (tasks shown as cards assigned to sub-boxes on the left), change the filtering options in the Backlog to display all tasks.

Settings message box

Those columns are based on built-in fields.

Fields are available for all tasks (including basic tasks).

Field mapping

Actual cost and Estimated cost fields can be mapped to a Jira field.

When fields are set to "Not Synchronized" the values are stored in the app only.

Story points and Progress fields

Additional task calculated fields:

  • Story Points

  • Progress

Story point column highlighted

Details about the box resulting from its box type settings are known to an operational user (for example, Box Editor, Box Admin) as they are visible only in box type configuration, but those settings might affect your work with the boxes.

Customization

customization-status categories.png

Box details

Any user can check details about the box resulting from its box type settings in the Overview module. Those settings might affect the User's work with the Boxes and are configured in the Administration > Box types section.

The following box information columns are available on the Overview module:

overview-four-columns.png

The scope type column shows the actual scope type of a box (which is set during Box creation and cannot be changed later).

Use case:

  • A Program Increment was created. At the time, the "Program Increment" box type was set to "Sub" 

  • An admin changed the scope of the Program Increment box type → now, the Program Increment box type is set to "Own."” This change won't affect existing "Program Increment" boxes.

  • In the Overview column, you can see the actual scope type of a box (even if scope type settings have been changed for a box type) 

Archived boxes

You can also add an Archived column to the view. Archived boxes are only visible in the following View settings.

Overview module, archived box highlighted

The data visible in the columns of the Overview module provides you with high-level insight into your data. Modify the view to best meet your needs. 

Closed date column

The closed date column allows you to compare the End date to the date of actual closing (changing the status to "Closed"). The user can add a 'Closed Date' column to the Overview module under the "Manage column."

The column is not inline-editable and has the same aggregations as other Date types, that is, None, Minimum, and Maximum.

Adding column view

Inactive for column

Add the Inactive for column to see when the Box has been used for the last time. 

This information is useful when:

  • auto-archiving of boxes is active

  • you want to activate the auto-archiving of boxes - you can see which boxes will meet the criteria and be archived

You can easily filter data using the Inactive for column.

Inactive for column highlighted in the Overview module.

Column view - Overview module (new navigation)

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 best meet your needs.

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)

Screenshot of adding columns to the view in the Overview module.

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):

Screenshot of the Actual Cost column added to the Gantt module.

Those columns are based on built-in fields. Task value fields are available for all tasks (including BigPicture tasks).

Inline editing of box attributes

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

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.

The 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

Screenshot of the aggregated box status in the Overview module.

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 in the Board module > Capacity planning are not included in the calculation.

Screenshot of the Capacity column added to the view in the Overview module.

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 the 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)

Aggregation

Configure the table so that the app rolls up the value in the box hierarchy (choose aggregation).

Columns can be customized, resulting in different aggregations 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

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.

See the corresponding columns in the table. You can adjust the column view by inline editing in the Gantt, Scope, and Board (Backlog) modules.

Overview module

Gantt

Scope

Board

Overview module

Gantt

Scope

Board

Actual Cost (Tasks)

Actual cost

Actual cost

Actual cost

Estimated Cost (Tasks)

Estimated Cost

Estimated Cost

Estimated Cost

Budget

N/A

N/A

N/A

Actual Cost

N/A

N/A

N/A

Estimated Cost

N/A

N/A

N/A

Screenshot of editing the Estimated Cost column in the Board module.

If you want to change the details of already planned tasks (tasks shown as cards assigned to sub-boxes on the left), change the filtering options in the Backlog to display all tasks.

Screenshot of the Backlog panel in the Board module.

Those columns are based on built-in fields. Fields are available for all tasks (including BigPicture tasks).

Field mapping

Actual cost and Estimated cost fields can be mapped to a Jira field.

When fields are set to "Not Synchronized" the values are stored in the app only.

Story points and Progress fields

Additional task calculated fields:

  • Story Points

  • Progress

Screenshot of the Story Points and Progress columns added to the view in the Overview module.

Details about the box resulting from its box type settings are known to an operational user (for example, Box Editor, Box Admin) as they are visible only in box type configuration, but those settings might affect your work with the boxes.

Customization

Screenshot of the customization options for the Status column.

Box details

Any user can check details about the box resulting from its box type settings in the Overview module. Those settings might affect the User's work with the Boxes and are configured in the Administration > Box types section.

The following box information columns are available on the Overview module:

The scope type column shows the actual scope type of a box (which is set during box creation and cannot be changed later).

Use case:

  • A Program Increment was created. At the time, the "Program Increment" box type was set to "Sub". 

  • An admin changed the scope of the Program Increment box type → now, the “Program Increment” box type is set to "Own”. This change won't affect existing "Program Increment" boxes.

  • In the Overview column, you can see the actual scope type of a box (even if scope type settings have been changed for a box type) 

Archived boxes

You can also add an Archived column to the view. Archived boxes are only visible in the following View settings.

Screenshot of the Archived column added to the view in the Overview module.

Closed date column

The closed date column lets you compare the end date to the actual closing date (changing the status to closed). The user can add the Closed Date column to the Overview.

The column is not inline-editable and has the same aggregations as other date types, that is, None, Minimum, and Maximum.

Screenshot of adding the Closed date column to the view in the Overview module.

Inactive for column

Add the Inactive for column to see when the box was last used. 

This information is useful when:

  • Auto-archiving of boxes is active

  • You want to activate the auto-archiving of boxes - you can see which boxes will meet the criteria and be archived

You can easily filter data using the Inactive for column.

Screenshot of the Inactive For column added to the view in the Overview module.

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