Guide
Rollout Managers
Rollout Managers
  • 👋Welcome to Rollouter
  • Setup
    • Custom Fields
      • Creating a Custom Field
    • Checklists
      • Conditional Checklists
      • Persistent Checklists
      • Creating a Checklist
    • Workflows
      • Creating a Workflow
    • Inventories
      • Creating an Inventory
      • Creating Clients
      • Importing Clients
    • Client Links
      • Advanced Client Links
  • Working with Clients
    • Client Detail View
      • Default & Custom Fields
      • Checklists
      • Attachments
      • History
      • Moving Clients
    • Finding Clients
    • Tasks
    • Delivery Sheet
    • Linking Clients
    • Client Groups
  • Rollout View
    • Calendar
    • Client Dashboard
    • Collaborators
  • Rollout Planning
    • Roadmap & Burndown
    • Appointments
    • Client Assignment
    • Working Days
  • Integrations
    • ServiceNow
      • Preparing your ServiceNow instance
      • Connecting Rollouter to your ServiceNow instance
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On this page
  • Planning your Rollouts
  • Planning by Checklists
  • Planning by Client Groups
  • Summary
  • Burndown charts
  • Actual remaining effort (red line)
  • Ideal remaining effort (blue line)
  • Annotations
  • Constraints
  • Reasons for a horizontal ideal line
  1. Rollout Planning

Roadmap & Burndown

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Last updated 23 days ago

Planning your Rollouts

To effectively visualize your project schedule, utilize the Roadmap feature to set a schedule for each inventory. This will impact two key features within Rollouter:

Effect on Client Dashboard

The Client Dashboard is a dynamic view that only displays Clients that need to be worked on right now.

Effect on Burndown charts

Besides being a reporting feature, Burndown charts can be effectively used for Rollout planning as well.


The Roadmap supports two different methods of planning:

  • Planning by

  • Planning by

Once you assign an inventory to a planning method, you can no longer change the planning method. So please think carefully beforehand about which planning method you want to choose.

In the following examples, we will use this specific Workflow and create a schedule for it using both of the planning methods:

Planning by Checklists

By scheduling Checklists, all Clients are treated the same when it comes to the Workflow status progression.

This can be useful if you have Checklists across multiple Workflow statuses which need to be worked on in the same timeframe for individual Clients.

This enables you to:

  • Work on different Workflow statuses simultaneously.

  • Have more control over the start and end dates of individual Checklists.

The inventory's Workflow must have at least one Checklist at total. Otherwise it will not appear when adding an inventory to this planning method using the + button.

Planning by Client Groups

By scheduling Client Groups, you are planning in which Workflow status Clients of a specific group should be at a given time. The Checklists of that status should be completed in the entire timeframe.

This can be useful if you have a different schedule for each department (Client Group).

This ensures that:

  • The statuses can only be worked on consecutively per Client Group.

  • A schedule for Workflow status "B" can only start after status "A" has been completed.

  • However, all Checklists from one scheduled Workflow status are worked on simultaneously during the whole timeframe.

Summary

  • By scheduling Checklists, you are specifying a schedule for each individual Checklist. As a result, the schedules of your Workflow statuses are implied by your schedule of all of its Checklists.

  • By scheduling Client Groups, you are specifying a schedule for each individual Client Group. As a result, the schedules of the Checklists are implied by your schedule of their corresponding status.


Burndown charts

Burndown charts are a real-time measure of the currently remaining effort in contrast to the ideal remaining effort, according to the timeframe defined in the inventory's Roadmap.

The following graphic shows how the actual and ideal lines are aggregated:

Actual remaining effort (red line)

  • The red line displays the actual remaining effort for the past and today

  • The dotted line is a forecast based on the velocity in past

    • It is calculated by the average rate of change from past to today

For the forecast to appear, at least two actual values must be present in the chart.

Ideal remaining effort (blue line)

  • The blue line displays the ideal remaining effort for the end of each day

Annotations

  • The vertical lines (annotations) are indicating the start of a Workflow status

Constraints

The Burndown charts only appear, if:

  • for Inventories based on Checklist planning

    • all checklists are scheduled on the Roadmap

  • for Inventories based on Client Group planning

    • all Client Groups are scheduled on the Roadmap

  • if client group planning

For each Client, the Client Group with the will determine its schedule.

If the blue line has an area that runs , the forecast will mirror it

It takes non- into account as well as empty timespans between roadmap schedule segments

For inventories with a schedule, the annotations are colored according to the group

Reasons for a horizontal ideal line

no were defined for the inventory

no clients exist in the

no clients have one of the scheduled

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working days
Client Group
working days
inventory
client groups
horizontally
Client Dashboard
Checklists
Client Groups
Burndown charts
The Preparation can happen simultaneously for all departements but the Management is prioritized for Delivery
highest order