Projects

The Project Dashboard provides a comprehensive view of your organization's projects, empowering you to monitor progress, delivery, effort, and performance all in one place. Whether you’re an engineering leader, project manager, or part of a development team, this dashboard is an essential tool for staying on top of your team's work. It helps you identify potential bottlenecks, assess team allocation, and ensure projects are on track to meet deadlines. With clear visibility into every aspect of your projects, it enables you to make informed decisions and adjust your strategy as needed.

When you click on "Projects" in the sidebar, you land on the main page of the Projects Dashboard. This page offers a quick performance snapshot, covering delivery, effort, investments, and overall progress for all the projects you have access to.

To explore a project in more detail, simply click on it. You'll be able to see a sprint-by-sprint or week-by-week breakdown, depending on whether you’re using Scrum or Kanban. This detailed view provides a clear understanding of the project's current status and future trajectory, helping you take proactive steps to maintain momentum.

In Hatica, projects are versatile entities that can encompass boards, labels, initiatives, or custom-defined projects, supporting both Scrum and Kanban methodologies. To define your projects, use the Settings → Projects menu.

Metrics

• Planning Accuracy: This metric shows how well you stick to the tasks you planned at the start of each sprint. It helps you see if you’re completing the tasks you intended to or if adjustments are needed. It’s the ratio of planned issues or story points completed out of the total planned for the sprint.
• Capacity Accuracy: This metric measures the total issues or story points (both planned and unplanned) completed by your team in an sprint compared to the originally planned amount. This measure helps understand whether the work being planned is greater than or lower than the available engineering “bandwidth” and is independent of planning accuracy.
• Delivery Metrics
  • Planned: The total number of issues planned for the selected time period, aggregated from each sprint's planned issues.
  • Completed: The total number of issues completed within the selected time period, aggregated from each sprint's completed issues.
  • Added: The total number of issues added after the sprint start date during the selected time period, aggregated from each sprint's added issues.
  • Carryover: The total number of issues that remained incomplete at the end of each sprint, aggregated from each sprint's carryover issues. Issues carried over multiple sprints are counted for each sprint they are carried over.
• Average Issues Resolved per Week: Displays the average number of issues resolved each week, helping you assess overall productivity and identify trends.
• Net Issues Resolved: Shows the total number of issues completed over the selected time period, giving a comprehensive view of task completion.
• Investments
  • Priority: Categorizes tasks by their priority levels (High, Highest, Medium, Low), highlighting the urgency and importance of the work completed by your team.
  • Work Type: Classifies tasks based on the issue types defined in your project management platform (e.g., Task, Sub-Task, Bug), giving a detailed view of the nature of work accomplished.
• Total Planned: Shows the aggregate number of issues planned for the selected time period, derived from each sprint’s planned issues. Hover over the chart to see the percentage and number of issues that were completed versus those that remained incomplete out of the total planned.
• Total Added: Displays the total number of issues added before or after 24 hours from the sprint start date during the selected time period. Hover over the chart to view the percentage and number of completed and incomplete issues out of the total planned.
• Priority: Categorizes tasks by their priority levels (High, Highest, Medium, Low), highlighting the urgency and importance of the work completed by your team.
• Work Type: Classifies tasks based on the issue types defined in your project management platform (e.g., Task, Sub-Task, Bug), giving a detailed view of the nature of work accomplished.
• Total Planned: Shows the aggregate number of issues planned for the selected time period, derived from each sprint’s planned issues. Hover over the chart to see the percentage and number of issues that were completed versus those that remained incomplete out of the total planned.
• Total Added: Displays the total number of issues added before or after 24 hours from the sprint start date during the selected time period. Hover over the chart to view the percentage and number of completed and incomplete issues out of the total planned.

Project: List View

From the main page of your Projects dashboard, you can see the list of projects in your organization and an at-a-glance update on project delivery, team allocation, and team investments. To dig deeper into an individual project, click on the Project itself to open the Expanded View.

Filters

1. Duration filter: This helps you filter data for the desired duration.
2. Effort Measure: Measure for the effort spent, either story points or issue count.
3. Projects Selector: Select the projects you want to view, by default all the views are selected.

General Project Information

This section provides a detailed overview of the project, including:

• Name of the project.
• Defined scope of the project (Epics, Jira Project, Initiatives, etc.).
• Methodology used, either Scrum or Kanban.
• Duration of iterations or sprints in weeks.
• Project Completion Percentage reflects the percentage of tasks completed within a project by comparing the total number of completed tasks to the overall number of tasks in the project.
  • Elite - Green: More than 80% of tasks are completed.
  • Good - Blue: 40-80% of tasks are completed.
  • Needs Attention - Yellow: 30-40% of tasks are completed.
  • Critical - Red: Less than 30% of tasks are completed.
• Project Health Indicator:
  • Idle: No activity detected within the selected time frame, indicating no tasks are currently in progress.
  • In Progress: The project is actively moving forward, with at least one task in progress.
  • At Risk: The project is at risk of delay, flagged when there’s a set end date, only one week remains, and less than 80% of tasks are completed.
  • Delayed: The project has missed its deadline, with unfinished tasks still in progress or yet to be started.
  • Complete: All tasks are completed before the project’s end date.

Delivery

Based on the methodology type of the project this section displays relevant information about delivery efficiency.

For Scrum Projects, it highlights planning and capacity accuracy by assessing the planned, completed, added, and carried-over tasks across all sprints within the selected date range. These metrics—planned, completed, added, and carried-over—are aggregated to provide a comprehensive view of the project's overall performance.

For Kanban Projects, it displays the number of issues or story points resolved each week, averaged over the entire selected date range. This average is calculated by breaking down the Kanban project's delivery into weekly segments. Additionally, it provides a breakdown of tasks based on their workflow status (To Do, In Progress, Done). These metrics reflect the most recent data for the selected period, showing the current count of issues in each workflow status.

Investments

This section provides a detailed breakdown of the team's investments by work type and priority. It displays task distribution based on priority levels (Medium, Low, High, and Highest) and task types(Bug, Task, Epic, etc). The data includes both percentage distribution and the actual number of tasks for each category. This information is calculated from tasks marked as completed during a specific sprint or week, excluding any in progress, carried-over or incomplete tasks.

People Effort

This section provides insights into the level of team involvement in the project. It displays the average no. of people that contributed to this project per sprint or week with the bar chart depicting the number of contributors in recent sprints, allowing you to visualize variations over time. This information is calculated from tasks marked as completed during a specific sprint or week, excluding any in progress, carried-over or incomplete tasks.

Project Details: Expanded View

Get a detailed look at your project's performance by selecting any project from the list. The Expanded View helps you understand all the important metrics by breaking them down by sprints or weeks, depending on your project's methodology (e.g., Scrum or Kanban).

On the left side, you'll see key totals for each metric, like overall accuracy for Scrum projects. On the right, you’ll find trends that show how these metrics change over time for each sprint or week.

Hovering over any point on the charts will highlight related data across all metrics, giving you a snapshot of that specific time period.

Clicking on a sprint or week lets you dive deeper to see all the tasks involved, making it easier to spot trends and make better decisions for your project.

Filters

1. Duration filter: This helps you filter data for the desired duration.
2. Investment Measure: Measure for the effort spent, either story points or issue count.

Accuracy (Scrum)

In Scrum, teams work in sprints: they plan a set of tasks, complete them, and then review their performance. This process helps teams improve their planning and execution with each sprint.

To give you insight into how well your sprints are planned and executed, Hatica tracks two main metrics:

• Planning Accuracy
• Capacity Accuracy

The trend chart on the right displays these metrics for each sprint within your selected date range. This chart allows you to see how your planning accuracy and capacity accuracy have changed over time, helping you to understand trends and make adjustments to improve your sprint planning and execution.

Velocity (Kanban)

In Kanban, Hatica measures growth in project delivery through "velocity," which tracks the number of tasks completed each week. Unlike Scrum, Kanban doesn’t use sprints or iterations, so metrics like planning or capacity accuracy aren't applicable. Instead, velocity provides a continuous view of your team’s progress.

Velocity is represented by two key metrics:

• Average Issues Resolved per Week
• Net Issues Resolved

The trend chart on the right shows how many tasks your team completes each week. This helps you visualize how your team's performance changes over time and track their progress. With this, you can easily understand how efficiently tasks are being finished and monitor overall progress.

Delivery (Scrum)

This displays an in-depth look at the tasks managed during sprints for the selected date range, covering how many were added, planned, completed, and carried over. It also compares the number of tasks actually completed (both planned and unplanned) against the number of tasks that were initially planned.

• Total Planned
• Total Added
• Average Planned, Completed, Added and Carried Over issues per sprint for the selected time period.

The following stacked bar chart visualizes the number of issues completed (both planned and unplanned) compared to the number of issues that were actually planned for each sprint. The line marker represents the planned number of issues:

• Large Gap Between Line Marker and Stacked Bar: Indicates a significant number of incomplete issues.
• Unplanned Issues Completed Exceeding Line Marker: Suggests that more unplanned tasks were completed than planned ones, pointing to potential planning inaccuracies and process gaps.

This chart provides a clear picture of how well the team is meeting its sprint goals and helps identify areas for improvement in the planning and execution process.

Delivery (Kanban)

A Cumulative Flow Diagram that illustrates the total issues or story points in each workflow state—to do, in progress, and done. These are visualized in distinct swim lanes sourced from connected boards, offering a clear view of the project's progress and status at a glance.

People Effort

Number of people who completed a story point or issue for the project in each iteration.

Individual Sprint/Iteration Delivery Breakdown

Click on any sprint or week from your extended view to find additional information about a single sprint. Clicking on the sprint will open a page that displays sprint-specific information about the planning accuracy, delivery, investment profile, and people effort.

Hatica lists all issues used in calculating your metrics on the right side of this page. You can filter the view to view Planned Work, Added Work, Incomplete Work.

Use Cases

• Understand the sprint on sprint or week on week velocity for the team
• Compare the people contribution to people allocated to the project
• See if the Planning accuracy is >80%, which is an indicator of proper planning, or is it lower than 60%, which is an indicator of poor planning
• Review the Capacity accuracy to check if the bandwidth of the team is closer to what was planned or does the team have more/lesser capacity that assumed during planning
• Track the planned vs added metrics to see how many unplanned items are being added after the sprint/cycle has commenced

Insights

Use this dashboard to get insights into the following

• Are the task planned up to the available capacity?
• What is the ratio of planned & unplanned tasks?
• Is the team’s planning inline with their execution?
• Where is the team investing?
• What is the average people contribution per sprint/cycle?

FAQs

Further Reading

• Setting up multiple Jira boards on a project (opens in a new tab)
• What Is a Kanban Cumulative Flow Diagram? (opens in a new tab)
• Understanding the Cumulative Flow Diagram (opens in a new tab)