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?"
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.
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.
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
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 and Custom Icon
You can filter the Cumulative Flow diagram by card type or custom icon
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.
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.
Below the Cumulative Flow diagram is the Burn-up chart.
Current, Ideal, and Required Burn-up trends
The Burn-up chart shows four trendlines. Hovering your cursor over a line will bring up a label, some basic stats, and an explanation.
Finishing Work in process
The trendline labeled "Finishing Work in process" is the current burn-up trend, which represents the current throughput of the team within the selected time period. The slope of the trend line shows the rate at which cards are being moved into the selected done lane from the selected start date up to the current date. This trend is then projected out to the selected target date to show the number of cards that would be processed based on the current throughput.
Should Have Been
The trendline labeled "Should have been" shows the ideal burn-up trend, which represents the required rate necessary to move all the work In progress (WIP) to the selected burn-up lane (end lane) for the specified time frame. The slope of this line shows you what your throughput should have been throughout the date range in order to have been able complete the current work in process by the end date.
Needed from today to hit target date
The trendline labeled "Needed from today to hit target date" shows the required burn-up trend. It demonstrates the throughput that is required to burn through the remaining work in progress from the current date up to the specified end date. It shows "how much faster you'll have to go" or how ahead of the trend you are to complete the current work-in-progress (WIP).
Starting new work
The trendline labeled "Starting new work" shows the overall WIP trend and lets you know the rate of growth in total work in progress across your entire board. You can compare the slope of this line against the slope of the current burn-up trend. If your overall WIP trend is increasing faster than your current burn-up trend, it shows that you are adding new work to the system faster than you are completing work, and may be overloading the system.
Using these trend lines, teams can get an good understanding of how quickly they are processing work and whether the current throughput is sufficient to process the work within a system over a given time frame. The information presented also informs teams of the required rate to complete the remaining work from the current date.
Configure the Burn-up Chart
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.
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.
- 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.
- 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.