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Flow

LeanKit's step-by-step guide on how to access and view flow. 

LeanKit's Flow/Forecast page provides both a Cumulative Flow diagram and a Burn-up chart.

The Cumulative Flow Diagram shows the relative amount of work in progress for each lane over time. With it you can see how smoothly the work is flowing through your process. Variations in the width of the colored bands in the chart indicate more or less work in that lane on a given date. Widening bands represent an increase in the number of cards in a particular lane, which could indicate a bottleneck or constraint in your workflow process. The amount of work in process is also a good predictor of the remaining cycle time.

The Burn-up chart provides useful insight into the progress of the team against the outstanding work in progress. The burn-up trajectory is calculated based on a selected time period and projects towards a future date. It's answering the question "Are we on pace to complete our existing work in process?"

Here you'll learn now to:

 

Access the Flow / Forecast Page

To access a board's Flow / Forecast page, click the charts icon in the upper right of a board's page, and choose Flow / Forecast from the menu.

You'll be taken directly to the Flow / Forecast page, where the Cumulative Flow diagram and Burn-up chart are automatically generated and presented with default options.

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Understand The Cumulative Flow Diagram

The default options present the Cumulative Flow diagram with all lanes included and covering the last 180 days of history. Hovering over the diagram will display each of the included lanes, as well as the queue size for that lane for the aligned date.

 

 

 

Configure the Cumulative Flow Diagram

The Cumulative Flow diagram provides multiple options that allow you to view the data from different perspectives and with different criteria. After changing an option, the chart will automatically update.

Here you'll learn how to: 

 

Exclude or Include Lanes

Lanes can be excluded from the Cumulative Flow diagram.

Click Select lanes to include above the Cumulative Flow diagram to open a simplified representation of the lane structure on the board.

  • To exclude a lane from the diagram, click on the lane title. Deselected lanes will turn grey and will be excluded from the diagram.

  • To include a lane, click on the lane title of an excluded lane. Included lanes appear as blue.

  • To exclude or include all lanes within a parent lane, click the parent lane's title .

 

 

 

Roll Up Lanes

The work in progress calculations for child lanes can be aggregated into their parent lane by "rolling" up lanes in the Cumulative Flow diagram.

  • To roll up lanes into their parent lane, click on the "-" in the parent lane header.

  • To un-roll lanes, click the "+" at the lane title.

Any of the child lanes can be rolled up into their parent lane at any level of the hierarchy.

 
 

Set the Date Range

You may focus on a specific date range using the date fields to the right of the the Cumulative Flow diagram.

  • To set the start date of the Cumulative Flow diagram, click in the left-most date box. Enter the desired start date in the box, or use the calendar that pops up to click on the desired date.

  • To set the stop date, click in the right-most date box. Enter the desired stop date in the box, or use the calendar that pops up to click on the desired date.

 
 

Calculate Work In Progress Based on Card Size

LeanKit allows you to specify the size value within a card. These size values may represent any metric that your team uses to specify relative size of the work item. Size may mean hours, days, story points, complexity points, or whatever unit of measurement that your team finds useful.

If your team is using the size values to specify the relative size of each card, this metric may be more useful than the number of work items within a lane. For these situations, LeanKit allows you to generate the Cumulative Flow diagram based on the total size of the cards rather than the number of cards in the lane.

  • To calculate work in progress based on card size, check the box Calculate based on Card Size.

Note: Any work items that do not have a size specified or have a size of 0 (zero) will be considered as a size of 1 (one) when calculating queue size.

 
 

Filter the Cumulative Flow diagram

Here you'll learn how to filter the cumulative flow diagram by: 

 

Filter by Card Tag

  • To filter the Cumulative Flow diagram by card tags, enter a comma-separated list of tags in the "Tags" box to the right of the diagram. 
 
 

Filter by Card Type 

To filter the Cumulative Flow diagram by card type, click Card Type in the configuration panel to the right of the diagram. Select from the list of card types which ones to include in the diagram by clicking on them.

 
 

Filter by Custom Icon  

To filter the Cumulative Flow diagram by custom icon, click Class of Service (or whatever custom label has been configured for the icons on this board) in the configuration panel to the right of the diagram. Select from the list which ones to include in the diagram by clicking on them.
 
 
 

View the Burn-up chart

Below the Cumulative Flow diagram is the Burn-up chart.

Burn-up_chart.png
 

The Burn-up chart shows four trend lines. Hovering your cursor over a line will bring up a label, some basic stats, and an explanation.

trendlines.png
 
 

Configure the Burn-up Chart

 

Screen_Shot_2017-02-17_at_1.22.46_PM.pngScreen_Shot_2017-02-17_at_1.23.24_PM.pngScreen_Shot_2017-02-17_at_1.23.33_PM.png

 

There are several settings for the Burn-up chart that do not affect the Cumulative Flow Diagram above:

 

Start and Target Dates

  • To set the start date for the Burn-up chart, click Burn up forecast settings and enter the desired number of days in the box labeled Start trendline from X days ago. The default is 30 days ago.

  • To set the target date for the Burn-up chart, click Burn up forecast settings and enter the desired number of days in the box labeled Target date is X days from today. The default is 15 days from now.

 

Forecast Start and Finish Lanes

  • To set the lane from which the trendlines will be calculated, click Forecast Start Lane (Override) and choose the desired lane from the drop-down menu. By default it’s the Backlog—the left-most section of the board, including any sublanes it may have.
  • To set the lane used to calculate end of the trendlines, click Forecast Finish Lanes (Override) and choose the desired lane from the drop-down menu. By default this is the Connected Card Done Lane, or, if a Connected Card Done Lane on the main section of the board hasn't been specified, the board's Archive.

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Understand the Burn-up Chart

 Understanding_the_burnup_chart.png

 

Starting New Work (purple line)

The purple trendline labeled Starting new work plots the number of cards that had been in the Forecast Start Lane as of the Start trendline date (30 days before the present day by default) and the number of cards that have been in the Forecast Start Lane as of today at today's date, drawing a line between the two across the gray space of the chart. This provides the full slope of the Starting new work line.

The line continues with same slope out to the target date (15 days from the present day by default). This is the rate at which you're adding new work.

Finishing Work (blue line)

The blue trendline labeled Finishing work plots the number of cards that had been in the Forecast Finish Lane as of the Start trendline date (30 days before the present day by default) and the number of cards that have been in the Forecast Finish Lane as of today at today's date, drawing a line between the two across the gray space of the chart. This provides the full slope of the Finishing work line.

The line continues with same slope out to the target date (15 days from the present day by default). This is the rate at which you're finishing work    

 

Should have been (orange line)

The orange trendline labelled Should have been plots the number of cards that have been in Forecast Finish Lane as of the Start trendline date (30 days before the present day by default) and the number of cards that have been in the Forecast Start Lane as of today, plotted at the target date (15 days from the present day by default).

This is the rate at which you should have been completing work in order to finish all the work you have today by the target date.

 

Needed From Today to Hit Target Date (red line)

The red trendline labelled Needed from today to hit target date plots the number of cards that have been in the Forecast Finish Lane as of today at today's date and the number of cards that have been in the Forecast Start Lane as of today, plotted at the target date.

This is the rate of work needed to catch up and finish all the already existing work on the target date.

 

Our Pace Table

Our_Pace_Table.png

The Our Pace table shows the slope of each corresponding trendline.

The column labeled Max. DailyCountTrend calculates slope based on the number of cards.

The column labeled Max. DailySizeTrend calculates slope based on card size.

 

Things to look for:

If the Finishing work in process slope is less than the Starting new work slope, the lines on the chart will never intersect. This shows that you will not achieve your work by the target date.

The slope of Should have been shows the rate you should have been completing cards each day in order to finish all of your present started work by the target date. This can be useful when doing a retrospective and for planning the next period of work.

The Needed from today to hit target date slope shows the number of cards you would have to complete each day from the present day to complete your present started work by the target date. This is the rate needed to catch up and meet the target date.

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Doc ID: 1191981361

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