Requires the following solutions to be installed: Lean Budgeting: Structure (242ac127-f629-486f-ac51-4a8266d34290) Lean Budgeting: Automation Rules (f54e7c3e-d42a-4958-80f4-2396f71d6022) Requires at least one of the following solutions to be installed: Lean Budgeting: Connection to Portfolio Epic (Project) (e54d7210-9f99-45fa-aab2-75455a14aa3b) Lean Budgeting: Connection to Product (e784d732-54b1-47ac-81c5-12a7eede91b3)
Trusted by Agile teams at
show more
USER STORIES:
Requires the following solutions to be installed:
- Lean Budgeting: Structure (242ac127-f629-486f-ac51-4a8266d34290)
- Lean Budgeting: Automation Rules (f54e7c3e-d42a-4958-80f4-2396f71d6022)
Requires at least one of the following solutions to be installed:
- Lean Budgeting: Connection to Portfolio Epic (Project) (e54d7210-9f99-45fa-aab2-75455a14aa3b)
- Lean Budgeting: Connection to Product (e784d732-54b1-47ac-81c5-12a7eede91b3)
- Lean Budgeting: Connection to Value Streams (d13f0901-7449-4910-b866-16e19d1d5a1b)
- Lean Budgeting: Connection to Solution Trains (3e999f37-340f-404a-8b7b-8a13d734fdc3)
- Lean Budgeting: Connection to Agile Release Trains (ARTs) (8f5988a8-278a-4ddb-a138-dd16855ee887)
- Lean Budgeting: Connection to Teams (48a6f062-2fb1-4c41-b118-9f7ad65133dc)
Solution Overview
The solution enables the metrics needed to calculate Lean Budgeting solutions numbers, such as Totals, Deltas and other fields. Make sure you install it after the required solutions are installed and Period Budgets have been generated. In case you install it earlier than that, it can lead to a significant performance delay.
Solution Configuration
Install the solution from Solution Library.
Configure Portfolio Budget Type
There is a metric on Portfolio Budgets that defines which vertical (Work, People, or Products) you'll be FUNDING (budgeting). For Lean Budgeting solution, it is People (Value Streams, Solution Trains, Agile Release Trains). If you fund Work (Portfolio Epics) or Products, the value in the metric needs to be updated respectively. To do that:
- Go to Settings -> Metrics
- Replace the value based on chosen funding vertical (Work, People, or Product) for the Portfolio Budget Type in the following metric:
- Portfolio Budget Type for Budget
- Save the metric.
Note: If you fund People, just click Recalculate to set "People" as Portfolio Budget Type for all existing budgets.
--------------
Version 1.0
Integrations
See how Targetprocess aligns and empowers business and IT with the help of powerful integrations.
Targetprocess facilitates enterprise agility at all levels by enabling both Business and IT to work in one holistic solution. To help ensure value flow visibility and collaboration across the entire enterprise, Targetprocess allows a powerful set of integrations covering use cases for different levels and roles within organization.
For Transparency above the Team Level
EXPAND 2 INTEGRATIONS
For Transparency above the Team Level
EXPAND 2 INTEGRATIONS
For Continuous Integration and Continuous Delivery
EXPAND 6 INTEGRATIONS
For Continuous Integration and Continuous Delivery
EXPAND 6 INTEGRATIONS
For Product Management, ITSM, Sales and Marketing to Stay on the Same Page
EXPAND 5 INTEGRATIONS
For Product Management, ITSM, Sales and Marketing to Stay on the Same Page
EXPAND 5 INTEGRATIONS