Note: This article refers to releases and features. Depending on your workspace type, you may see "schedules" and “activities" in your workspace.

Aha! Roadmaps | Visualize progress on roadmaps

Your roadmap needs to explain the why, when, and what of your strategic plans. It should tell a complete story about what the team has accomplished and what is coming up next. An accurate sense of progress shows everyone how far you have come — it also gives you an opportunity to make small adjustments as things change leading up to your delivery dates.

You can track progress on all major Aha! Roadmaps record types using the Progress field. This field helps you capture the percentage of work completed using manual entry, by automatically calculating it from related records, or by a mapped field in an integration. Once captured, you can visualize your progress data on your roadmap and in analytics reports.

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Setup and configuration

The progress field is part of custom layouts. If you are an administrator with customizations privileges, navigate to Settings ⚙️ → Account → Custom layouts. Once you have added the Progress field to a layout, it will be visible on all records using that layout.

On each individual record, you can choose the best way to calculate progress — by either entering it manually or automatically calculating it from related records. The options for tracking progress vary from record type to record type, as shown in the table below.

Record type

Calculation options

Goals

  • Enter manually

  • Calculate from child goals (only for parent lines)

  • Calculate from initiatives

  • Calculate from releases

  • Calculate from epics*

  • Calculate from features

  • Calculate from features completed

Initiatives

  • Enter manually

  • Calculate from child initiatives (only for parent lines)

  • Calculate from releases

  • Calculate from epics*

  • Calculate from features

  • Calculate from features completed

Releases / Schedules

  • Enter manually

  • Calculate from epics*

  • Calculate from features

  • Calculate from features completed

  • Calculate from feature remaining estimate**

  • Calculate from release phases

  • Calculate from to-dos completed

Release phases / Schedule phases

  • Enter manually

  • Calculate from features

  • Calculate from features completed

  • Calculate from to-dos completed

Epics

  • Enter manually

  • Calculate from features

  • Calculate from features completed

  • Calculate from remaining estimate**

  • Calculate from to-dos completed

Features / Activities

  • Enter manually

  • Calculate from remaining estimate**

  • Calculate from requirements completed

  • Calculate from to-dos completed

* Only available if epics are enabled.

** Only available if capacity planning for individuals is enabled. When you enable capacity planning together with the Record progress setting, you can visualize progress based on the remaining estimate for your record.

To choose how progress is calculated on your record, click the Calculate from link next to the Progress field and select one of the calculation methods. The default is Enter manually for all records except the following:

  • Calculate from features completed is selected by default on releases.

  • To-dos completed is selected by default on release phases.

There is an important distinction to be made between Calculate from features and Calculate from features completed

  • Calculate from features: This option will show progress percentage based on an average of the progress from child records. For example, if you have a release with 10 features — Feature A is 20% complete, Feature B is 30% complete, Feature C is 80% complete, and the remaining 7 features are 0% complete — the Progress field will indicate 13%, which is the average of the percentage complete of all ten features.

  • Calculate from features completed: This option will show progress percentage based on completed records. For example, if you have a release with 10 features and 4 are in a status of Complete, the Progress field will indicate 40%.

    Note: A feature is determined complete if it is mapped to a status category of Shipped or Done.

We recommend customizing your feature cards to show the progress bar so you can manage the percentage of work completed from the features board.

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Visualize progress on your roadmap

To display your records' progress bars on a roadmap, check the Show progress checkbox in the Settings dropdown of the following roadmaps:

  • Starter

  • Portfolio (Show progress is enabled by default)

  • Strategy

  • Features

  • Custom

  • Gantt (Show progress is enabled by default)

Progress tracking will vary from team to team, but it helps to be consistent across each workspace. Here is a quick example to illustrate how you could use the Progress field to keep your deliverables on track.

  • Set all initiatives to Calculate from features

  • Set releases to Calculate from features

  • Set features to Calculate from requirements

When you set each record with the configuration above, you can create roadmaps that show progress on your strategic initiatives and releases. As your team completes records, your progress bars will update — and so will your roadmaps.

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Show progress in analytics reports

Two fields are available to help you manage progress on your records in analytics reports (including list, chart, and pivot reports). Those fields include:

  • Progress bar: This field will display the progress bar in the report. This field is available for all record types where progress can be tracked and can be added to a report using the Add data modal.

  • % complete: This field will display the percentage value in the report and can also be used in a calculation column. This field is available for all record types where progress can be tracked and can be added to a report using the Add data modal.

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Map progress in integrations

Engineering teams frequently track the completion percentage of their work. If you have integrated Aha! Roadmaps with a development tool, that information can flow directly to your Aha! Roadmaps records.

  1. To do this, navigate to Settings ⚙️→ Workspace → Integrations and create (or edit) an integration between Aha! Roadmaps and one of the following tools:
    Jira
    Rally
    Azure DevOps
    Asana
    GitHub
    Trello

  2. In the Mappings tab, click the Field mapping link beneath any mapped record type to map fields on those records. You can map progress fields on the following record types:

    1. Initiatives

    2. Releases

    3. Epics

    4. Features

  3. Click the new field dropdown on the left and select <record type> % complete. So for example, the feature completion percentage field would be Feature % complete.

  4. Click the directional arrows button between the two field dropdowns to set the direction of the integration.

    Note: We strongly recommend that you set this to <development tool> to Aha! Since your engineering team created these estimates, you do not want to adjust them from your end.

  5. Click the dropdown on the right to map your progress field to the appropriate progress field in your development tool. Jira and Rally both have standard progress fields; for other integrations you may need to create a custom field:

    1. Jira

      1. <record> % complete

        1. Epic % done

          Note: Jira calculates the Epic % done field by calculating the percentage of child issues in Jira that are in the epic's Jira project and have the status Complete. It is not a field that will directly show up in Jira.

          In order for that field to work properly, Aha! Roadmaps needs to know about child issue types that contain a
          Parent field which links to the Feature epic custom type.

    2. Rally:

      1. % Done By Story Plan Estimate

      2. % Done By Story Count

  6. Click the Configure link to the right of the integrated tool's field. The Configure modal will appear. Use it to map Aha! Roadmaps status categories to their equivalent status categories in the integrated tool. This helps Aha! Roadmaps understand when a child record is complete.

    For example, if you map Aha! Roadmaps Epic % complete to Jira Epic % complete (issues completed), use this modal to tell Aha! Roadmaps what Jira issue status categories equate to In progress, Done, or Will not do.

  7. Click Save and continue to save your changes.

  8. Click Update records to pull completion percentage data into the new field immediately. All updates made in the development system moving forward will be updated automatically in your Aha! Roadmaps records.

Note:

  • If a given Aha! Roadmaps record does not show the progress field already, sending the record to the development tool will add the progress field, and set the type to Enter manually.

  • If you send an Aha! Roadmaps record's completion percentage from Aha! Roadmaps to Jira and no linked record already exists there, Aha! Roadmaps will create a record in Jira with an assumed effort estimate of one hour, and convert any completion percentage data to a percent of that hour. So for example, sending an Aha! Roadmaps record with 50% completion to Jira would create a Jira user story with 30 minutes of work logged out of an estimated 60 minutes.

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