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 "Include sub-items 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 "Include sub-items 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 Configuration → Task Tracking Systems (Jira, Rally, TFS/VSTS) → Workflow.
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.
Include sub items checkbox affects calculation in the following metrics:
- Backlog Health
- Ready for Development
- Sprint Scope Stability
- Velocity by week/month
- Velocity by week (non-defects)
- Average Velocity
- Velocity: Committed vs. Completed
- Commitment Rate
- Iteration Scope Conversion (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 (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)
- Created vs Resolved
- Open Issue Aging
- Throughput
- Time in Status
- First Time Right
- Delivery Forecast via Burn-up(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)
- Cumulative Flow by status buckets (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)
- Cumulative Flow by workflow statuses
Example if Include sub items checkbox affects calculation:
Given:
Story 1 with estimate 5 SP
Story has 2 sub tasks:
- Sub task 1 with estimate 20h
- Sub task 2 with estimate 5h
| UoM | Sub-items OFF | Sub-items ON |
|---|---|---|
| Item | Number of parent issues: 1 | Number of parent issues + number of sub issues: 1+2=3 |
| Story point | SP for parent issues: 5 | SP for parent issues + SP for sub issues: 5+0+0=5 |
| Hours | Hours for parent issues: 0 | Hours for parent issues + Hours for sub issues=0+20+5=25 |