Plan a cycle in points

Plan a cycle with the estimates of your cards: scope, capacity in points, burndown and burnup, velocity, and cards picked from a board.

In short

When a cycle holds estimated cards, it plans in points: scope, done, remaining and each person's load, with a burndown, a burnup and velocity. "Plan from a board" picks the cards that fit the room left.

Before you start

• Who: planning from a board needs the right to change the cycle. You can plan only cards you can open.
• Plan: Planner is part of every plan, Free included. Your plan caps the open items, calendars and cycles a workspace holds (Plan & usage shows them).
• First: cards need estimates (see /help/boards/estimates-and-estimation).

Plan from a board

1. Open a cycle that is not closed and press "Plan from a board".
2. Choose the board. The last one you used is remembered; an organization's cycle offers that organization's boards.
3. The board's unfinished cards come in board order. Those that fit the room left are ticked and marked "Fits".
4. Change the ticks. The foot adds them up, for example 3 cards · 13 points, and says how much room is left.
5. Press "Add 3 cards" - the button counts the ticked cards. Up to 100 cards go in at once.

Set capacity in points

1. Open the cycle and press "Edit capacity".
2. For each person, set their capacity in points beside their hours.
3. Press "Save capacity". Load reads, for example, 8 of 13 points.

Burndown and burnup

In points, the Burndown shows the points still open each day against an ideal line. The Burnup shows Scope, which moves up when work is added, and Done, which rises to meet it. If Scope climbs, work was added after the start. Both appear from the cycle's second active day.

Velocity

Velocity shows the points each closed cycle finished, for up to the last six cycles. It also shows the average, whether it is rising, steady or falling, and how much of what they committed to they finished. It appears once a cycle closes with estimated cards. It is for planning, never for judging people.

Good to know

• A cycle shows points once any card in it has an estimate, or anyone has capacity in points. Without them it keeps hours.
• A card without an estimate adds nothing. Items you made in Planner have no points; they keep their hours.
• Days off and holidays lower a person's hours, not their points.
• A cycle with open cards from a board shows a forecast from the board's recent pace. It says On track to finish by the end day, Could run past the end day, or Likely after the cycle ends. In the last case, move some cards out.
• A card planned in a cycle shows a Cycle chip, such as Planned in Sprint 12 (active), that opens the cycle.

If something goes wrong

• Nothing is added: one of the chosen cards is not readable by you. You can plan only cards you can open.
• "Plan between 1 and 100 pieces of work at once."
• "A member's capacity is at most …": lower the number.

Related

• /help/planner/cycle-capacity
• /help/boards/estimates-and-estimation
• /help/boards/when-will-it-be-done