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PERF allows to include and exclude sub-items from metrics calculation. This can be helpful if you need calculate metrics for a project duration/release and sub-items estimation and quantity is no object in this case.

  • If the sub"Include sub-items included into calculation" turned on then task estimates and their quantity will be taken into account while calculating metrics (it mostly affects Productivity  & Scope and Backlog metrics).
  • If the sub"Include sub-items included into calculation" turned off then tasks are not included into the calculation in items at all but estimates are summarized in most Productivity metrics.

To including/excluding sub-items in calculation go to Project ConfigurationTask Tracking Systems (Jira, Rally, TFS/VSTS)Workflow.


Info

Sub-item is a sub-bug or a sub-task.

What is considered as a sub-item depends on a Task Tracking System:

  • JIRA sub-items: sub-issues per native JIRA terminology;
  • RALLY sub-items: Tasks (in rally tasks are always children of Story or Defect);
  • TFS/VSTS sub-items: child items of ANY parents except Feature or Epic.

Metrics calculation dependents from sub-items

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Include sub items checkbox affects calculation in the following metrics:

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Status
colourRed
titleNo

...

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Status
colourGreen
titleYes

...

Status
colourRed
titleNo

...

Requirements Rewritten After Became Ready

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Status
colourRed
titleNo

...

...

Status
colourRed
titleNo

...

...

  • Velocity by week (non-defects)

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...

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Status
colourGreen
titleYes
 (if UoM is items),
Status
colourRed
titleNo
(if Uom is Story Points or Hours)

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Status
colourGreen
titleYes

...

Status
colourRed
titleNo

...

  • (depends on units of measure: if unit of measure is Items then sub-items are calculated only when "Include sub-items into metric calculation" is turned-on. If metric is in Story Points or Hours then Story Point and Hours are calculated regardless of "Include sub-items into calculation" check-box)
  • Iteration Completion Snapshot (depends on units of measure: if unit of measure is Items then sub-items are calculated only when "Include sub-items into metric calculation" is turned-on. If metric is in Story Points or Hours then Story Point and Hours are calculated regardless of "Include sub-items into calculation" check-box)
  • "Not Done" Bucket Review

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Status
colourGreen
titleYes
 (if UoM is items),
Status
colourRed
titleNo
(if Uom is Story Points or Hours)

...

Status
colourRed
titleNo

...

Work Stoppages Life Time

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Status
colourRed
titleNo

...

Status
colourRed
titleNo

...

Status
colourRed
titleNo

...

Status
colourGreen
titleYes

...

Status
colourRed
titleNo

...

Status
colourGreen
titleYes

...

Status
colourGreen
titleYes

...

Status
colourGreen
titleYes

...

Status
colourRed
titleNo

...

Status
colourGreen
titleYes

...

Status
colourGreen
titleYes
 (if UoM is items),
Status
colourRed
titleNo
(if Uom is Story Points or Hours)

...

Cumulative Flow by status buckets or workflow statuses

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Status
colourGreen
titleYes

...

Cumulative Flow by status buckets or workflow statuses

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Status
colourGreen
titleYes
 (if UoM is items),
Status
colourRed
titleNo
(if Uom is Story Points or Hours)

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo

...

Status
colourRed
titleNo

...

Status
colourRed
titleNo

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

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Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

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Time spent on bug fixing by month

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Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

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Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

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Status
colourRed
titleNo
it takes all workflow issue types

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Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN MAN-HOURS

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Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS

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Status
colourRed
titleNo
it takes all workflow issue types

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Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS

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Estimated Items in Hours at Sprint Start

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Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN MAN-HOURS

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Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN MAN-HOURS

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Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS

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Status
colourRed
titleNo
it depends on 'Issue types to track scope readiness for development'

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Status
colourRed
titleNo
it depends on 'Issue types to track scope readiness for development'

...

Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS

...

Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS

...

Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS

...

Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS

...

Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking' and TOP-PRIORITY DEFECTS

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Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

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Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking' and TOP-PRIORITY DEFECTS

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Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it depends on 'Issue types used for defects tracking'

...

Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo
it takes all workflow issue types

...

Status
colourRed
titleNo

...

Example if Include sub items checkbox affects calculation:

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