Roadmap & Burndown
Planning your Rollouts
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 Checklists
Planning by Client Groups
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.
For each Client, the Client Group with the highest order will determine its schedule.
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
If the blue line has an area that runs horizontally, the forecast will mirror it
Ideal remaining effort (blue line)
The blue line displays the ideal remaining effort for the end of each day
It takes non-working days into account as well as empty timespans between roadmap schedule segments
Annotations
The vertical lines (annotations) are indicating the start of a Workflow status
For inventories with a Client Group schedule, the annotations are colored according to the group
Constraints
⚠️ Reasons for a horizontal ideal line
no working days were defined for the inventory
no clients exist in the inventory
if client group planning
no clients have one of the scheduled client groups
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