Introduction

All views and information are immediately accessible via the Agile Hive menu in the Top Navigation Bar.
The Agile Hive menu updates itself automatically based on the settings made in the project hierarchies, which are maintained by Jira administrators.

Usage

Click on the Agile Hive menu so that the fly out appears.
Here you can directly access the views provided for each SAFe level. The layers use different colors for better differentiation.
The illustration shows a full SAFe configuration with four levels. To access a Portfolio simply select the desired Portfolio.

Introduction

The Agile Hive Portfolio Reports show an automated view of relevant information about a Portfolio. These reports are still in the initial phase and will be further expanded in the future

Usage

You can access the reports in the following ways:

1. Select the desired Portfolio in the Agile Hive Menu
2. Within a Portfolio project, click on the Agile Hive icon in the project sidebar

The Agile Hive Portfolio Reports consist of the following two tiles which are described in more detail below:

1. Portfolio Members
2. Portfolio Overview

Portfolio Members

The Portfolio Members tile introduces all Portfolio members with avatar, name and role.
Clicking on the respective avatar takes you to the Jira profile view of a member.

You can add new members by hovering over the tile and clicking the pen that appears in the upper right corner.

This opens the editing dialog. Here you can add new members using the "+ Add team member" button.
Of course you can also edit oder remove existing members.

Portfolio Overview

This section lists all Portfolio issues that are in the status category "in progress". If the standard workflow of agile hive is used, which reflects the safe methodology 1 to 1, issues would be presented with the following status:

• MVP
• Persevere

The WSJF, progress (in percent) as well as the planned, open and completed story points are visible line by line. The overall progress is shown in the last total line.

You can expand a Portfolio issue as soon as it is hierarchically linked to issues from the level below. The list is automatically sorted in descending order according to WSJF.

Filter issues in the Portfolio Overview

To tailor the Portfolio Overview widget more to your specific needs, you have the option to filter the data shown here using a JQL filter query. The textbox is an autocomplete field that helps you writing a valid query, as it gives you suggestions while you write your JQL clause. In the example, the issues shown are reduced to issues with the word "evaluate" in them. But you could also ask for a specific issuetype, status or only issues with other customfield values.

On the right side of the textfield, you find a dropdown with the available quick filters from the Primary Board of the current Portfolio project. These can be applied to the data, too. They will be shown in the textfield and can also be altered or even chained together using the AND operator.

The filter query will only affect the Portfolio Overview. Data in other widgets is unaffected!

Introduction

With the help of a Portfolio's Kanban board, the respective Portfolio is able to collect, analyse, review & prioritize Portfolio Epics and Enablers as well as link them with Strategic Themes.

Navigation

A Portfolio Kanban board can be easily accessed via the Agile Hive menu in the top navigation bar. First click on the respective Portfolio in the Agile Hive Menu. This opens the Agile Hive Reports. Next, click on the Backlog icon or the Kanban icon in the left project sidebar.

Introduction

The following Jira issue types for teams are delivered as standard with Agile Hive (of course, jira administrators can edit the standard configuration.):

• Portfolio Epic
• Enabler

Creation

To create one of the above issues, click on the "Create" button in the top navigation bar. Make sure in the "Create Issue" dialog that the desired Portfolio project is selected.

After the issue has been created, it can be found in the Funnel (Backlog view) of the Portfolio's Kanban Board.

Specific Portfolio fields:

• Epic Owner
• Job Size
• User-business Value
• Time Criticality
• RROE

The Weighted Shortest Job First (WSJF) is calculated as follows:

Introduction

The Portfolio Roadmap offers an intuitive way to schedule your Epics show the projected duration of these issues.

Navigation

You can access the Portfolio Roadmap from the Agile Hive View navigation.

• First, move to the respective Portfolio project through the Agile Hive Navigation in Jira
• This opens the Portfolio Reports
• Click on the "Portfolio Reports" in the view Navigation and choose "Portfolio Roadmap"

Usage

Find out more about using the Roadmap by looking on the documentation for the ART Roadmap here.

Roadmap View