With the help of the Agile Hive Project Hierarchies, you can map the four SAFe levels (Portfolio, Large Solution, ART and Team) as well as the business units (Jira projects like an ART or team project) located therein.
The SAFe levels are represented as horizontal layers. The business units are shown as colored nodes within the layers.
Go to 'Administration → Manage Apps → Project Hierarchies' to configure the Agile Hive Project Hierarchies.
Agile Hive does not take anything away from you or limit you, on the contrary, you retain full flexibility. You can adapt all Issue Types, Workflows and Screens to your needs. Only a few Agile Hive fields should be used here and there - that's it. Let's take a closer look.
The following applies to all Agile Hive projects and their issue types:
Every Issue Type is optional
Add as many Issue Types to every Agile Hive Scheme as you want
Every Issue Type can be renamed
Every Issue Type can be removed from the Agile Hive Schemes
Every Issue Type can use other icons
Every Issue Type can be deleted
If the Issue Type Objective or Risk haven been deleted & you want to use Objective or Risk again, simply create new issue types with the name ‘Objective’ or ‘Risk’ and Agile Hive automatically uses them
Only the Issue Types Objective & Risk are used for specific reports
The following applies to all Agile Hive projects and their workflows:
Use your own workflows or adapt those from Agile Hive. There are no restrictions.
The following applies to all Agile Hive projects and their screens:
Adjust the screens according to your wishes. Add any fields & sort them as you like.
We recommend keeping the Agile Hive fields in the various schemes in order to be able to view and edit important information directly in the issue.
Agile Hive Links
All Agile Hive Linktypes can be renamed.
The outward / inward link of the following links can be renamed:
Agile Hive Objective Link
Agile Hive Risk Link
Agile Hive Dependency Link
Agile Hive Hierarchy Link
Agile Hive Strategic Theme Link
Custom Epic Panel
The 'Custom Epic Panel' allows you to display issues from a higher SAFe level in the Epic Panel of a Jira board. This empowers users to use drag and drop to hierarchically link for example stories on team level to Features on ART level.
The same procedure can also be used for other scenarios. For example, another board can be used exclusively for objectives. Instead of Features, the team's objectives could be displayed in the panel and thus enable a easy linking between team issues and team objectives. Since these settings can be stored for each board individually, numerous use cases are possible and all unaffected boards continue to work with the standard Jira Epic Panel functionality.
Go to 'Administration → Manage Apps → Custom Epic Panel → Configuration' to configure the behaviour of Epic Panels in the desired Jira boards.
Example for all Teams of one ART
Click on "Create new configuration"
Enter as Panel Name "ART" or "Features"
Enter as JQL: project = "Your Project" AND statusCategory != Done
AutoPage creates, links & updates Confluence pages, page trees & the page content automatically through Jira. This functionality is mostly used to automize the creation of the 'Epic Hypothesis Statement', the WSJF documentation and the 'Lean Business Case'.
Numerous use cases are possible. Think of automated Sprint review & retrospective pages or Release documentation.
Go to 'Administration → Manage Apps → AutoPage → AutoPage Settings' to configure when Confluence pages should be created, linked & updated automatically through Jira.
Example for automated documentation of Epics
Click on "Create new rule"
Rule: As rule name enter "Epic Overview"
Issue Event Types: Select as Issue Event Types "all events"
JQL: Provide the following JQL: project = "Your Project" and issuetype = "Your Issue Type for Epics"
Confluence Space: Provide the Confluence Space where the page should be created
Confluence Template Page: Provide a Confluence Page, that will be used as a template
Confluence Page: Choose a Confluence page as parent page
After the installation and configuration is complete (step 1 - 4), it is time to set up Planning Intervals (PIs), create issues & plan some work so that the reports and the other Agile Hive views can present the information.
Please ensure the following before you proceed:
Layers were created in the project hierarchies and each provided with the correct SAFe levels
Projects were created using the Agile Hive project templates
These projects were inserted into the correct layers of the project hierarchies according to their SAFe level
The projects were linked hierarchically
Note: Of course, further projects can be created at any time and inserted into the layers
Managing Planning Intervals (PIs)
With Agile Hive, PIs can be created per ART. The respective sprints / iterations are then automatically created in the teams. The user who creates the PIs must have the "Manage Sprints" and "Browse Projects" permissions in all child projects of the respective ART.
Creating new PIs
Open the desired ART project in which the PIs are to be created via the Agile Hive menu
In the reports view click on the PI dropdown at the top right
Click on "Create new PI"
Fill in the fields of the PI dialog & click the Confirm button
Repeat the process for other PIs.
After creation, PIs can be selected in the dropdown at the top right. This means that every user can switch to past, future and current PIs in order to view the reports, Breakout Boards or ART Planning Boards of a specific PI.
Open the desired ART project in which the PIs should be edited via the Agile Hive menu
In the reports view click on the PI dropdown at the top right & select the PI which should be edited
Again click on the PI dropdown and click on "Edit PI"
Make the desired changes & click the Confirm button
Note: Only future PIs can be edited
Open the desired ART project in which the PIs should be deleted via the Agile Hive menu.
In the reports view click on the PI dropdown at the top right & select the PI which should be deleted.
Again click on the PI dropdown and click on "Delete selected PI".
Select whether to delete all corresponding Sprints and click the "Permanently delete PI" button.
Note: All PIs including the current PI and past ones can be deleted. Be careful, this step can not be undone.
Since no issues have been created yet, the reports can hardly show anything. If you just want to test Agile Hive or your configuration, it makes sense to create at least one issue in each project.
The following issues should be created in the respective projects for a Full SAFe configuration:
Furthermore we would like to create a Risk and an Objective in all projects of the teams, ARTs and solutions.
Before we link the created issues with each other, let's take a look at the five Agile Hive links:
(1) Agile Hive Link
This link type links issues hierarchically, that are located on adjacent layers (layers / SAFe levels cannot currently be skipped).
It consists of the two link directions "Parent of" and "Child of".
Purpose: aggregation of progress and statistics for all reports.
(2) Agile Hive Objective Link
This link type links Team Objectives to other planned issues of the same team.
You have to link an objective with at least one planned story so that the objective can be seen in the respective PI in the reports (this will be improved soon).
It consists of the two link directions "Belongs to Objective" and "Is Objective of".
Purpose: summation of the story points that contribute to the respective objective in the team report as well as progress display based on the completed story points.
(3) Agile Hive Risk Link
This link type links Risks to other issues, that will mitigate the risk.
It consists of the two link directions "Treats" and "Is treated by".
Purpose: Issues that mitigate a risk are automatically displayed in the Team / ART / Solution Reports.
(4) Agile Hive Dependency Link
This link type links issues to dependent issues.
It consists of the two link directions "requires" and "is required by".
Purpose: Visual dependencies in ART & Breakout boards.
(5) Agile Hive Strategic Theme Link
This link type links issues from your portfolio to your company's Strategic Themes.
It consists of the two link directions "belongs to Theme" and "is Theme of".
Purpose: Aggregates your Portfolio Epics to your company's strategy.
Let us link the created issues:
Link the Portfolio Epic, Capability, Feature & Story hierarchically by starting with the Story and linking it to the Feature with the 'Child of' link. Then link the Feature with the Capability and the Capability with the Portfolio Epic, so that there is a strand across all levels. If the custom epic panel from the optional step 4 has been configured for the projects, the child issues can be linked to the parent issues in the respective Jira board using drag and drop.
Link a Team Objective with a Story from the same team with the "Is Objective of" link.
Link a Risk on Team Level to any other issue with the "is treated by" link.
Link an issue that is dependent from any other issue with the "is required by" link.
Link the Portfolio Epic to a Strategic Theme issue with the "belongs to Theme" link.
Of course, you can also create the links from the second issue. Make sure to use the correct link direction.
Now that we have made all the preparations, we can do the PI planning and bring the Agile Hive reports as well as the Team Breakout views and the ART boards to life.
Select a team from the Agile Hive menu. You are now in the Agile Hive Report for the selected team. Now you can easily switch to the Team Breakout Board and the ART Board using the buttons at the top left.
If the Breakout Board is opened from within a team, it is team-specific and represents the respective team in the first row. The capacity for this team can then be entered here.
If the Breakout board is opened via the ART project, the teams are displayed alphabetically and consequently no capacity can be entered.
The ART Planning Board is always displayed identically, regardless of which project it was opened from.
With the menu entries 'Zoom' and 'Issue Layout' you can change the size of the issues on the Breakout and Planning Board.
Step 1 - Capacity
Enter the capacity for each sprint of your team
Step 2 - Assign Features
Open up the ART Backlog Sidebar and drag and drop the ART issues into your team. They will be displayed as swimlanes (Feature Lanes).
Step 3 - Feature Breakdown
Break down those ART issues into Stories (or any other team issue type) by hovering into a swimlane, clicking the '+Add' button & creating a new Story.
These issues are automatically linked hierarchically with the ART issue and are also scheduled in a sprint.
Step 4 - Dependencies
Dependencies are shown automatically for all issues that are linked with the Agile Hive Dependency Link (requires / is required by).