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Yellow Belt: I'm kinda agile

Configure story points and other statistics on the Planning Board

Statistics can help you track your management constraints such as hours and story points. Try configuring statistics using via the Planning Board.

 Learn More >>

(info) Note that this page only applies if you are using the Classic Boards (which are no longer being actively developed; read more).

 

Statistics can help you track your management constraints such as hours, story points, etc. GreenHopper allows you to view burndown, burnup and value charts, as well as markers, for each field giving you a number of visual aids to assist your planning.

On this page:

Viewing Statistics

The right-hand side of your GreenHopper Classic Planning, Chart and Released Boards contains a 'Statistics Column', which displays 'boxed' summaries of data that relate to the current board being viewed and the board's viewing mode.

Custom statistics are displayed at the bottom of each box. Custom statistics are number fields that have been configured as custom statistics for the project by the project administrator. For example, if you want to record story points against each issue, you would configure a custom statistic called 'Story Points'. Users can then add 'Story Points' as a marker on their Planning Board (see Using Statistical Markers to Group Issues).

(info) If you are using the 'Scrum' template, custom statistics called Story Points and Business Value will be created for you automatically.

Using the Statistics Column

To select a box, click inside it and once selected, the box turns yellow. The content on the rest of the Board you are viewing will be updated to show the data associated with that box.

Gliffy Zoom Zoom
  1. 'Add' (Planning Board in 'Version' mode and Chart Board only. Visible to administrators only.) — Click to create a new version. Read more in Adding a Version.
  2. 'Statistics' (Planning Board in 'Version' mode and Chart Board only. Visible to administrators only.) — Click to configure statistics displayed in the boxes in this column. Read more in Configuring a Custom Statistic.
  3. 'Collapse' — Click the icon to show only the title of each box in the Statistics column.
  4. 'Expand' — Click the icon to show the full details for each box in the Statistics column.
  5. 'Hide' — Click the icon to hide the Statistics column and display the 'Issues' section of the Board in full screen width.
  6. Name ('Version', 'Assignee', 'Component', 'Project Overview' modes only. Visible to administrators only.) — Click the icon (which will appear when you hover this area of the selected box) to edit the version or component name.
  7. Actions menu — Click the icon (which will appear at the top right of the selected box when you hover over this area) to display a drop-down menu. This drop-down menu can contain the following items. Be aware that some of these are not available on certain Boards:
    • 'Toggle visibility' — Click to show/hide the current box in the Statistics column.
    • 'Issue Navigator' — Click to go to the JIRA Issue Navigator.
    • 'Go to Task Board' ('Version' mode only) — Click to go to the Task Board.
    • 'Go to Planning Board' ('Version' mode only) — Click to go to the Planning Board.
    • 'Go to Chart Board' ('Version' mode only) — Click to go to the Chart Board.
    • 'Non Working Days' ('Version' mode only. Visible to administrators only.) — Click to edit the Non Working Days for a specific version. (Note: to edit the Non Working Days for all of the Classic boards, see Specifying your GreenHopper General Configuration.)
    • 'Print Cards' (Planning Board in 'Version' mode only) — Click to print the displayed issues. For details please see Printing Issues in Card Form.
    • 'Print Chart' (Chart and Released Boards only) — Click to print the currently viewed chart.
    • 'Excel (Chart Data)' ('Hour Burndown Chart' on the Chart Board only) — Click to download a csv version of the chart's data.
      (info) You may need to refresh the contents of the chart board first in order to see this menu option.
    • 'Release' ('Version' mode only. Visible to administrators only.) — Click to release the version. A snapshot of all of the charts associated with this version will also be captured (before any issues are swapped). You will be able to access these snapshots via your Released Board.
      (info) If the version contains unfinished issues, you will be prompted to either ignore them and proceed with the release, or move the unfinished issues to another version of your choice.
    • 'Recompute' (Released Board only; 'Project Overview' mode only. Visible to administrators only.) — Click to refresh the Released Board. (Note: the Project Overview is the only chart that is stored statically; all other charts are generated dynamically.)
    • 'Create Wallboard' (Planning Board only; 'Project Overview' mode only) — Click to create a Wallboard.
      1. A Wallboard will be created with the name '<Project name> (autogenerated)' and displayed. Your wallboard is a new page on your JIRA dashboard (see Customising the JIRA Dashboard), and will contain:
      2. Select 'View as Wallboard' from the 'Tools' drop-down on your JIRA dashboard, and stare in awe at your fresh new wallboard. For optimal use of screen real-estate, enter full-screen mode on your browser (F11 in Firefox 3.6 and Chrome 5; Safari requires a plugin to enable full-screen mode) and refresh. Wallboards are optimised for 1920x1080 and 1920x1200 screens, but should work in some other resolution modes.
  8. Progress of the version ('Version' mode only) — the green bar indicates the percentage of issues that are complete, the yellow bar indicates the percentage of issues in progress, the red bar indicates the percentage of issues that have not been started. Hover over the bar to see the exact percentages. Click on a coloured section of the bar to be taken to the JIRA Issue Navigatorfor the full list of issues in that colour.
  9. 'Parent' ('Version' & 'Component' modes only) — Click the icon (which will appear when you hover, if you are an administrator) to choose the parent version or component for the version. All issues under the version/component will also be a subset of the parent version/component, e.g. 'Version 1' could be set as the parent version of 'Version 1 milestone 1'. Read more in Setting Up a Component Hierarchy and Setting Up a Version Hierarchy.
  10. 'Start date' ('Version' mode only) — Click the icon (which will appear when you hover, if you are an administrator) to edit the start date for the version.
  11. 'End date' ('Version' mode only) — Click the icon (which will appear when you hover, if you are an administrator) to edit the end date for the version.
    (tick) Tip: The start date and end date are used to compute the various Classic charts.
  12. 'Release date' ('Version' mode only) — Click the icon (which will appear when you hover, if you are an administrator) to edit the JIRA release date for the version.
  13. Issue Type statistics — A summary of the number of issues of each type.
  14. Statistics based on the Task Board mapping — A summary of the number of issues in each status (based on the Mappings that your administrator has specified in the Task Board Settings).
  15. Time-tracking statistics:
    • 'Time Remaining' — Click the icon (which will appear when you hover, if you are an administrator) to specify maximum and minimum limits for the amount of time remaining.
  16. Custom statistics — Displayed if any custom statistics have been created by the project administrator. (The red numbers, if shown, indicate that a statistic's constraint has been exceeded.) If custom statistics exist, you can click the icon to add them as markers on your Planning Board (see Using Statistical Markers to Group Issues).

(tick) Tip: Boxes that relate to child versions or components are attached below their parent version or component and are represented with a right-indented arrow, as shown by the 'Hardening Sprint' example in the screenshot above.

Configuring a Custom Statistic

To add a custom statistic for your project,

  1. Log into JIRA.
  2. Click Agile > Classic in the top navigation bar and select either the Planning Board or Chart Board from the resulting dropdown menu to view that board.
    (info) If you selected the Planning Board, ensure that your viewing mode is set to 'Version' before proceeding.
  3. Click the Statistics button at the top of the Statistics Column. The 'Statistics' window will open, listing the statistics currently displayed on your board (see screenshot below).
  4. Click the Add a Number Field to your Project link. A new 'Add Field' page will be displayed.
  5. Fill out the fields (accept all field defaults and select whether you want the custom field to apply to a specific project or globally). See the documentation on JIRA custom fields for detailed instructions on adding a custom field. Make sure you add the custom field to at least one screen.
    (info) Please note: your field must be associated with the 'Number Searcher' Search Template in order to work properly.
  6. Your custom field will be added to the project and be shown in each item's boxes on the right-hand column of your board (see the 'Viewing Statistics' section above). Your custom field will also be available on your issues screens for you to populate (depending on what screens you selected at field creation).

To configure a custom statistic for your project,

  1. Log into JIRA.
  2. Click Agile > Classic in the top navigation bar and select either the Planning Board or Chart Board from the resulting dropdown menu to view that board.
    (info) If you selected the Planning Board, ensure that your viewing mode is set to 'Version' before proceeding.
  3. Click the Statistics button at the top of the Statistics Column. The 'Statistics' window will open, listing the statistics currently displayed on your board (see screenshot below).
    • To configure the 'Capacity' of a custom statistic:
      1. Click the Edit link next to the custom statistic that you want to configure.
      2. Update the Min and Max values for the statistic, as desired. For example, you may wish to set a minimum and maximum value on the 'Time remaining' statistic to help you track time against your versions. The Min and Max values for the statistic will be applied to all versions.
        (info) You can override the 'Min' and 'Max' values for specific versions by clicking the next to the relevant statistic field in the right-hand column of your board.
      3. Click the Update link to save your changes.
    • Choose whether to hide or show a Marker for the statistic on your board:
      • To show a Marker for a custom statistic, select the check box in the 'Markers' column
      • To hide a Marker for a custom statistic, deselect the check box in the 'Markers' column
        (info) This is useful if you do not want to display a marker for a particular statistic on your Planning Board, but want to retain the settings in case you wish to track the statistic via your Chart Board.

To remove a custom statistic from your project,

  1. Log into JIRA.
  2. Click Agile > Classic in the top navigation bar and select either the Planning Board or Chart Board from the resulting dropdown menu to view that board.
    (info) If you selected the Planning Board, ensure that your viewing mode is set to 'Version' before proceeding.
  3. Click the Statistics button at the top of the Statistics Column. The 'Statistics' window will open, listing the statistics currently displayed on your board (see screenshot below).
  4. Click the Remove link corresponding to the statistic you wish to remove.
    (info) Note that the built-in statistics 'Standard issue count' and 'Time remaining' cannot be removed.
  5. Your chosen statistic will be removed from your board. Note that the statistic will still exist as a JIRA custom field.

(tick) Tip: Note that you can 'hide' statistics rather than removing them — see 'Markers' (above).

Screenshot: Configuring Statistics

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Group issues with markers

Set statistical markers on your Planning Board to help you see how much work can be assigned to a version. Then try dragging a marker into a version to move all marked cards into that version.

 Learn More >>
(info) Note that this page only applies if you are using the Classic Boards (which are no longer being actively developed; read more).

If your project administrator has configured statistics (e.g. story points, time tracking), you can set statistical markers on your Planning Board to help you see how much work can be assigned to a particular version, component or assignee.

A typical scenario where you would use a statistical marker is:

  • You have set up story points for your project. (A story point is just a custom statistic named "Story Point".)
  • You have configured a maximum capacity of Story Point values for your versions.
  • You want to assign issues from your backlog to a version based on issue ranking and your team's velocity (story point capacity per sprint).

Note that, if your project is using the 'Scrum' project template, the following custom statistics will have been configured by default: "Story Points", "Standard Issue Count", "Business Value" and "Time Remaining". However, you will only be able to use these if your administrator has configured them to show markers. Please refer to Configuring a Custom Statistic for details on how to show a statistical marker (note that only administrators can do this).

To use a statistical marker on your Planning Board,

  1. Log into JIRA or navigate to your dashboard, if you are already logged in.
  2. Select Agile > Classic in the top navigation bar. Then select Classic Planning Board from the drop-down below the project name.
  3. Select your project from the project dropdown at the top left of the Planning Board, if it is not already selected. The Planning Board will refresh with information for your project.
  4. Display the issues for your selected version/component/assignee by clicking the header of the relevant box in the right column (e.g. click 'Unscheduled' to display the issues in your backlog).
    (info) You may also find it easier to view your issues as a list rather than as cards.
  5. Use a context to sort your issues by the Rank field.
    (info) Note that the Rank field will only be available if your administrator has configured it for your project, as described in Configuring your General Project Settings.
  6. Click the icon next to the desired statistic (e.g. 'Story Points', 'Time estimate'), in the box for the currently displayed version/component/assignee. The page will refresh and display a statistical marker (i.e. grey separator row) against your issues (see 'Statistical Marker Example' screenshot below). The statistical marker will have a number on the right of the separator row (editable by project administrators only) indicating the statistical value that you are grouping your issue by (e.g. 12 story points). The marker will be placed just above the first issue on the project board that will cause this statistical value to be exceeded.
    (info) Note that statistics will only be visible if your administrator has configured them to show markers, as described in Configuring a Custom Statistic.
    Screenshot: Statistical Marker

    1 Name of the statistic being used as a marker
    2 Capacity — 'Max' value of statistic
    3 Marker Value — Value currently being used to determine position of marker
    • If the Capacity and the Marker Value are not the same then an arrow appears between the two. Clicking the arrow will reset the Marker Value to the Capacity.
    • If a 'texture' symbol appears in the middle of the bar, then you can:
      • drag the bar up or down to set a temporary value for the Marker Value — that is, to set a value for just the current version/component/assignee, not change the Marker Value permanently for all versions/components/assignees.
      • drag the bar into a given box to associate all the issues above the bar with that box's version/component/assignee.
      • hold down the <CTRL> key and drag the bar into a given box to associate all the issues below the bar with that box's version/component/assignee.

        Example

        Icon

        Consider the scenario where you want to assign issues from your backlog (unscheduled issues) to a version. You know that your team only has the capacity to do 12 story points worth of work for a version. You can display the statistical marker for 12 story points against your list of unscheduled issues on the Planning Board. The marker will display just above the first issue that will exceed the 12 story point limit. Hence, everything above the line can be dragged and dropped to the desired version without exceeding the team's capacity. See the 'Statistical Marker Example' screenshot below for an example of this scenario.

  7. (project administrators only) To change the value of the statistic being grouped against, edit the value in the textbox on the right of the statistical marker row and press Enter (on your keyboard). You can also set the value to the capacity (i.e. max values specified when configuring the statistic for your Planning Board). The Planning Board will refresh and the statistical marker will be moved accordingly.


 

Screenshot: Statistical Marker Example

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Add a version

Add a new version directly from GreenHopper, and click straight through to JIRA to manage existing versions.

 Learn More >>
(info) Note that this page only applies if you are using the Classic Boards (which are no longer being actively developed; read more). If you are using the new boards, please see Planning a Version.

 

GreenHopper allows you to create a new JIRA version without leaving the GreenHopper interface.

Adding a Version

To add one or more new Versions,

  1. Log into JIRA.
    (info) You will need to have the JIRA 'Project Administrator' permission in the relevant project.
  2. Select Agile > Classic in the top navigation bar. Then select Classic Planning Board from the drop-down below the project name.
  3. Click the Add link at the top of the right-hand panel. The 'Add Version' window will display (see screenshot below). Complete the fields as follows:
    • Version name — Enter a short name for your new version. For details, see the JIRA documentation on Managing Versions.
    • Parent (optional) — Enter the parent version for your new version. For details, see the GreenHopper documentation on Setting Up a Version Hierarchy.
    • Start date (optional) — Enter the planned start date for your new version. Required for generating time based statistics.
    • End date (optional) — Enter the planned end date for your new version.
    • Release date (optional) — Enter the planned date of release for your new version. For details, see the JIRA documentation on Managing Versions.
    • Description (optional) — Enter a longer description for your new version. For details, see the JIRA documentation on Managing Versions.
  4. Either:
    • Click the Create button to save your new version and keep the 'Add Version' window open so that you can add another version; or
    • Click the Create and Close button to save your new version and close the 'Add Version' window

(info) You can edit the Start date and End date later if you need to, via the 'Statistics' column of the Planning Board.

Screenshot: Adding a new version in GreenHopper

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Release a version

Release a version directly from GreenHopper in 2 clicks.

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Manage your User Preferences

Accessed via the GreenHopper Tools menu, your User Preferences allow you to configure a number of settings that will customise your view of the GreenHopper screens.

 Learn More >>

Your User Preferences allow you to configure a number of settings that will customise your view of the GreenHopper Classic screens.

(info) Note that this page only applies if you are using the Classic Boards (which are no longer being actively developed; read more).

To manage your User Preferences,

  1. Log into JIRA.
  2. Select Agile > Classic.
  3. Select Tools > User Preferences. The User Preferences pop-up will appear (see screenshot below).
  4. Customise your preferences on the following four tabs as desired:
    • General tab:
      • Opacity — Specify the opacity percentage to use when using a context to filter or highlight issues.
      • Background Colour — Specify whether to display a background colour for your issue views (e.g. List View).
      • Two-line list — Specify whether to reduce the maximum vertical height of issues in the 'List' view from 3 lines (the default) to 2 lines.
    • Classic Planning Board tab:
      • Issues per page — Specify the maximum summaries per page to display in the summary mode.
    • Classic Task Board tab:
      • Issues per column — The maximum number of summaries to display per column in the summary mode.
      • Parents per page — The maximum number of parents per page to display in the outlined Mode.
      • Auto assign — Select this check box to automatically assign an issue to you when transitioning the issue on the Task Board. If you do not select this option, you may find you cannot transition some issues on the Task Board, since permissions for transitioning issues in JIRA typically differ between assignees and other users.
        (info) You will need the 'Assign Issuespermission for the project in JIRA.
    • Classic Chart Board tab:
      • Show dates — Select this check box to show actual dates; or leave blank to just show number of days.
      • Show forecast — Select this check box to show future work as dotted lines on the charts.
      • Show values — Select this check box to show values at every point on the chart.
      • Precision (only applicable if Show values is selected) — Select the number of decimal places (0, 1 or 2) to show.
  5. Click Save and apply.


 

Screenshot: GreenHopper User Preferences

 

 

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Change your card styles

You can view your issues in GreenHopper in three different views, including the Card view. Try creating a card style for your Bugs and another card style for your Tasks.

 Learn More >>
(info) Note that this page only applies if you are using the Classic Boards (which are no longer being actively developed; read more). If you are using the new boards, please see Configuring Card Colours instead.

 

Users can view issues in GreenHopper in three different views — 'Summaries', 'Cards' and 'List' views. Each of these views can be configured per issue type in your project, e.g. you can have a card style for your Bugs and another card style for your Tasks.

Please note the following information regarding card styles:

  • GreenHopper respects the JIRA field configuration schemes that you have configured, hence some fields may not be visible in your cards. GreenHopper will simply replace these fields with a blank line.
  • GreenHopper respects the JIRA permission schemes that you have configured, hence some fields may not be editable in your cards for people who don't have the appropriate permissions.
  • Most of the JIRA built-in custom field types are supported and can be included in your card styles. Here is the complete list of the supported custom field types:
    • Date Time
    • Date Picker
    • Number Field — Also used for Statistics
    • Multi Select — Also used for the Flagging field
    • Select List
    • Text Field (<255 characters)
    • Free Text Field (unlimited)
    • Group Picker
    • User Picker
    • Multi User Picker

(info) Users can also view a card as a JIRA issue, which will show all fields that are configured in your JIRA system. If you wish to change these fields, edit the JIRA field configuration. E.g. if you prefer not to use the JIRA 'Priority' field, hide it in the relevant field configuration.

To configure the card style for an issue type,

  1. Log in as a user with the 'Administer Projects' permission for the project.
  2. Select Agile > Classic in the top navigation bar. Then select Classic Planning Board from the drop-down below the project name.
  3. Click the 'Tools' menu and click 'Configuration' from the dropdown. The project configuration page will display.
  4. Click the 'Card Styles' tab. The configuration screen for card styles per issue type will display (see screenshot below).
    (info) Please note: any changes that you make are applied immediately. If you make a mistake, you will need to fix it manually.
    • 'All Views' — select the card colour for each Issue Type as follows:
      • Click the 'Change colour' button to either select a named colour, type in an RGB hex codes, or specify an RGB colour by dragging the colour sliders.
      • Click the 'Restore default colour' button to reset the colour to the system default for the current Issue Type.
      • Select the 'Enable background colour by default' check-box to display the entire card (not just its header) in the mapped colour for the card's issue type. Note that individual users can override this via their User Preferences.
    • 'Card View' / 'Summary View' / 'List View' — for the currently-selected Issue Type, configure the layout for each view as follows:
      • To add a field, select the desired field from the 'Field name' drop-down, then click the 'Add field' button.
      • To delete a field, click the small 'x' icon next to the field name.
      • To move a field to a different position, simply drag and drop the field.
      • To add whitespace between fields, insert the field called 'Spacer'.
      • 'Card View' only: To select a corner-field, select the desired field from the drop-down in the bottom right corner of the 'Card View'.
        (info) The corner-field that you select for the 'Card View' will also be used in the 'Summary View' and 'List View'.
      • To reset the layout for a view to the system default, click the 'Restore default layout' button.
      • To apply the current layout to all Issue Types, click the 'Apply to all Issues Types' button.

(info) Please note:

Screenshot: Configuring Card Styles for a project

Icon

You must have the 'Administer Project' permission for a particular project in order to configure the settings described on this page.

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