Summary

This KB article clarifies how Program Increment (PI) status is managed in Jira Align and provides best practices for updating it.

Solution

Is PI status updated manually or automatically?

The PI status in Jira Align is updated manually. It does not automatically change based on the PI end date. This allows for a more accurate reflection of the PI's true status, considering factors beyond just the date, such as:

• Progress on PI Objectives

• Achieved vs. Planned Velocity

• Risks and Impediments

Best Practices for Updating PI Status:

While each organization can tailor its approach, the following best practices are recommended:

• Regular Reviews: Establish a consistent cadence for reviewing and updating PI status (e.g., weekly, at the end of each sprint). Don't wait until the PI is over.

• Defined Process: Clearly define who is responsible for updating the PI status and the process they should follow. This ensures consistency and avoids confusion. The Release Train Engineer (RTE) often takes ownership of this.

• Consider Key Metrics: When updating the status, consider relevant metrics like progress on PI Objectives, velocity, and any roadblocks. Use these metrics to justify the chosen status.

• Utilize Status Reasons: Jira Align allows you to provide a reason for the selected status. Use this field to add context and details, improving transparency and stakeholder understanding.

• Communicate Changes: After updating the PI status, communicate the change to all relevant stakeholders through appropriate channels (e.g., team meetings, status reports).

• Leverage Jira Align Reports: Use the built-in reports in Jira Align to assess PI progress and inform status updates.

• Provide Nuance: Go beyond simple color-coded statuses (red/yellow/green). Provide specific details about challenges or successes. For example, instead of just "Yellow," explain the specific risks impacting the PI.

• Tool Integration: If Jira Align is integrated with other tools like Jira, ensure data synchronization for a comprehensive view of progress.

Impact of Manually Changing PI Status:

Manually changing the PI status does not directly impact the status of associated stories or features. These need to be updated individually.

However, changing the PI status can indirectly influence teams to review and update the status of their work items to maintain consistency with the overall PI status. For instance, if a PI is marked "Completed" but many stories and features are still "In Progress," it prompts a discussion about the true state of the PI and necessary adjustments.