Configure project settings

Owned by Former user (Deleted)
Last updated: Dec 29, 2022 by Zhanar (Unlicensed)
2 min read

You can configure project settings for any project existing in PERF. Configuration includes general settings and advanced settings for a project.

General settings

  1. On the main menu, click Perf, and then open the required project.

  2. On the right of the toolbar, click the Configure Data Sources icon. The Data Sources Configuration opens.

3. In the Project Settings tab, enter project data:

  • Customer name

  • Project start date

  • Project end date

  • Contact email

 4. Select the primary unit of measurement: 

  • Hours

  • Items

  • Story Points



Information about the primary unit of measurement will be used for calculating micro metrics on the Portfolio Metrics page, and as a primary option for velocity related metrics on the Delivery Metrics page.

5. Click Save Project Settings.

Advanced settings

  1. Click Advanced Settings button on the Data Sources Configuration page > Project Settings tab. The block with additional settings expands.

 

2. In the appeared block specify the following settings:

#

Setting

Objective of Setting

Description

#

Setting

Objective of Setting

Description

1

Effort exceeds estimates significantly

To access how accurate a team makes estimations.

The RED zone in your chart includes items where logged effort exceeds estimates as

  • RED: estimate excess > 100%. 
    The default value = 2.

2

Effort exceeds estimates

To access how accurate a team makes estimations.

The AMBER zone in your chart includes items where logged effort exceeds estimates as

  • AMBER: 20% < estimate excess < 100%.
    The default value = 1.2. 

3

Effort less than estimates

To access how accurate a team makes estimations.

The GREEN and BLUE zones in your chart include items where estimate accuracy is: 

  • GREEN:  -20% < estimate accuracy < 20%

  • BLUE: estimate accuracy < -20%

The default value = 0.8. 

4

Effective working hours per day

To define capacity and track team workload more accurately 

Set actual amount of working hours per day on your project, excluding meetings and other activities. 
See Capacity and Workload

The default value = 6 h.

5

Data load initiation (UTC hours)

To adjust schedule for your project.

The default time for data load initiation is 00:00 UTC. 
Depending on the total amount of data sources configured in the system, it might take up to several hours to process all metrics for all projects. 

Example:

You have your metrics calculated by 9:00 AM in your time zone. To adjust your project schedule, specify the starting time for data load as any value from 00:00 through 23:00.

6

Ignore data before project start date

To ignore data generated before start date that is specified in General Project settings.

For example, task tracking system tickets that were closed before project start date and sprints or releases that were ended before project start date, will be ignored.

3. Click Save Project Settings.