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-items included into calculation 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-items included into calculation 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 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
| Metric | Include sub items checkbox affects calculation |
|---|---|
| Backlog Health | YES |
| Ready for Development | YES |
| Sprint Plan Change | NO |
| Sprint Scope Stability | YES |
| Sprint Scope Creep | NO |
NO | |
| Personal velocity | NO |
| Velocity by week/month | YES |
| Velocity by week (non-defects) | YES |
| Average Velocity | YES |
| Velocity: Committed vs. Completed | YES |
| Commitment Rate | YES |
| Iteration Scope Conversion | YES (if UoM is items), NO (if Uom is Story Points or Hours) |
| Iteration Completion Snapshot | YES (if UoM is items), NO (if Uom is Story Points or Hours) |
| "Not Done" Bucket Review | YES (if UoM is items), NO (if Uom is Story Points or Hours) |
| Number of Open Work Stoppages | NO |
NO | |
| Scrum Cycle Time | NO |
| Reaction/Resolution Target Fulfillment | NO |
| Created vs Resolved | YES |
| Lead and Cycle Time | NO |
| Open Issue Aging | YES |
| Throughput | YES |
| Time in Status | YES |
| Reaction Time | NO |
| First Time Right | YES |
| Delivery Forecast via Burn-up | YES (if UoM is items), NO (if Uom is Story Points or Hours) |
YES | |
YES (if UoM is items), NO (if Uom is Story Points or Hours) | |
| Bug Growth | NO it depends on 'Issue types used for defects tracking' |
| Defect Containment | NO |
| Defect Density | NO |
| Defect Leakage | NO |
| Invalid Defects | NO it depends on 'Issue types used for defects tracking' |
| Open Bugs Over Time by Priority | NO it depends on 'Issue types used for defects tracking' |
| Quality Debt | NO it depends on 'Issue types used for defects tracking' |
| Reopened Defects | NO it depends on 'Issue types used for defects tracking' |
NO it depends on 'Issue types used for defects tracking' | |
| Top Priority Defects Age Alert | NO it depends on 'Issue types used for defects tracking' |
| Tasks Not Estimated But Effort Logged | NO it takes all workflow issue types |
| Number of Issues in Backlog (out of Sprints) but Already Completed | NO it takes all workflow issue types |
| Completed Work Items not Estimated in Hours | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN MAN-HOURS |
| Completed Work Items not Estimated in Story Points | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS |
| Completed Work Items with Remaining Estimate > 0 | NO it takes all workflow issue types |
| Effort Logged on Completion | NO it takes all workflow issue types |
| Estimated Items in SP at Sprint Start | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS |
NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN MAN-HOURS | |
| Completed Work Items Estimated in Hours (last 3 months) | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN MAN-HOURS |
| Completed Work Items Estimated in Story Points (last 3 months) | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS |
| Scope Readiness for Development in Active Sprints, % | NO it depends on 'Issue types to track scope readiness for development' |
| Items not Ready but in Active sprints | NO it depends on 'Issue types to track scope readiness for development' |
| Items without Story Points but in Active sprints | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS |
| Stories Which Are Open/Ready State But With All Sub-tasks Already Closed | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS |
| Stories Which Are Closed But With Any Sub-tasks Still Incomplete | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS |
| Number of Items with Effort Logged after Items Were Closed | NO it takes all workflow issue types |
| Bugs not Attached to 'Affects Version' | NO it depends on 'Issue types used for defects tracking' |
| Bugs Closed Without 'Fix Version' | NO it depends on 'Issue types used for defects tracking' |
| Items with Story Points Changed During Last Month | NO it depends on ISSUE TYPES EXPECTED TO BE ESTIMATED IN STORY POINTS |
| Items with Original Estimate Changed During Last Month | NO it takes all workflow issue types |
| Items in Progress with no Changes During Last 2 Weeks | NO it takes all workflow issue types |
| Work Logged With Dates in The Future | NO it takes all workflow issue types |
| Number of not Completed Defects (top priorities) | NO it depends on 'Issue types used for defects tracking' and TOP-PRIORITY DEFECTS |
| Total Number of Not Completed Defects (all priorities) | NO it depends on 'Issue types used for defects tracking' |
| Top Priority vs Total Defects (%) | NO it depends on 'Issue types used for defects tracking' |
| Unresolved Bugs Older Than a Month (top priorities) | NO it depends on 'Issue types used for defects tracking' and TOP-PRIORITY DEFECTS |
| Unresolved Bugs Older Than a Month (all priorities) | NO it depends on 'Issue types used for defects tracking' |
| Time Spent On Bug Fixing (%) | NO it depends on 'Issue types used for defects tracking' |
| Defects Average Lifetime (top priorities) | NO it depends on 'Issue types used for defects tracking' |
| Defects Average Lifetime (all priorities) | NO it depends on 'Issue types used for defects tracking' |
| Capacity | NO it takes all workflow issue types |
| Estimation metrics | NO it takes all workflow issue types |
| Workload | NO it takes all workflow issue type |
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 |