Contents

Purpose

Portfolio metrics give a bird's-eye view and immediate understanding of the status of the projects in portfolios, programs, or complex projects with several streams based on key metrics.

1. Browse your organizational structure by scrolling and expanding or collapsing the units to "zoom in" to the projects that caught your eye

2. Check the delivery status across the units on these metrics: Backlog Health, Sprint Scope Change, Commitment Rate, Burn-up Forecast, Velocity trend, Closed vs Open defects

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Overview

Let's start with an overview.

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On Portfolio Metric Page you can see the following elements:

1. Metric Name. Currently 6 metrics are tracked across all projects: Backlog Health, Sprint Scope Change, Commitment Rate, Burn-up Forecast, Velocity trend, Closed vs Open defects.
   
   

2. Goals Dialog Button. This button shows the dialog where you can set the Red, Amber or Green threshold for projects, based on the respective Metric Values. Select metrics to display and its order on the board.

3. Expand/Collapse Structure Button. By clicking this button you can expand/collapse the structure to "zoom in" to Org Units and Projects that caught your eye

4. Name & Type of Org Unit. By clicking on the name of Org Unit you will open this Unit in a New Tab

5. Aggregated Metric Bar. This is a simplified view of distribution of all projects in that Organizational Unit into 4 buckets: Red, Amber, Green, Grey

6. Aggregated Trends for each Metric. It shows how many projects improved this metric and how many have degraded it. 

   1. "▲" means Improved, "▼" means Degraded

   2. "6%" means the percentage of projects among all projects in that unit

   3. "(2)" means the actual number of projects that have improved/degraded this metric

7. Micro Metric. It shows the following information:

   1. The current value of the metric

   2. If the metric improved/degraded compared to last quarter (average value of a metrics throughout the whole quarter)

   3. "New Red Dot" is shown in the top-right corner if Metric became RED for this project, and it was not RED in the last quarter

8. Include/Exclude Metric. This button includes/excludes a metric from calculation of aggregation (available in tooltips).

9. Show More/Show less. By clicking this button you can expand/collapse available metrics  if Unit tracks more than 4 metrics.

Aggregated Micro Metric Explanation

This Stacked bar chart shows the percentage of projects/streams/squads/etc.by status of a respective metric.

All projects in the unit are counted, no matter what the underlying hierarchy is.

In this particular example we can see that

• around 30% of projects have the metric value in a red zone,

• around 5% in amber zone,

• around 5% in green zone,

• and around 60% either don't track this metric or are excluded from aggregation

If you hover over the stacked bar, you will see the tooltip:

Here you can see (top to bottom):

1. Quantity of projects that have the metric in red, amber, green zone or do not track the metric

2. Average value of the metric across all projects in this unit

3. Table describing changes since last quarter

4. Button Include/Exclude metric from aggregation.

Goals Settings

Aggregation settings are available by clicking "Goals" button. This is a group of controls to set right context for Portfolio Metrics:

• Display on the board. It applies to select metrics for displaying them on the Portfolio Metrics board. The selection impacts the whole units list. 

• Change metrics order. Drag and Drop rows of metrics to select order to display them on the Portfolio Metrics board.

• Metrics name.  Currently 6 metrics are tracked across all projects: Backlog Health, Sprint Scope Change, Commitment Rate, Burn-up Forecast, Velocity trend, Closed vs Open defects.

• Thresholds. Set thresholds to track metrics values.

Available Metrics

Please refer to Available Aggregated Metrics

Usage Scenarios

Please refer to Usage Scenarios