This document summarizes a webinar about productivity boosting features in SpiraPlan. The webinar covered program and portfolio management, enhanced planning boards, risk management, scaling agile with SAFe, upgrading from SpiraTest to SpiraPlan, and a live application demo. Additional topics discussed included new portfolio and program dashboards, widgets, release and task views, Kanban work-in-progress limits, backlogs, and risk templates.

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WEBINAR:
Top Productivity Boosting Features
of SpiraPlan
July 2nd, 2020 – Adam Sandman

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Agenda
Program and Portfolio management
Enhanced Planning Boards
Risk Management
SpiraPlan and scaling agile/SAFe
Easy upgrade from SpiraTest to SpiraPlan
Live Application Demo
Q&A

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Program & Portfolio
Management
Portfolio Management and New Release/Task Views

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Portfolio & Program Management
Enterprise
Portfolio
Portfolio
Program
Program
Program
Program
Program
Product Product Product
Product Product Product
Product Product Product
Product Product
Product Product

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Dates & Progress Across the Portfolio
Enterprise
Portfolio
Portfolio
Program
Program
Program
Program
Program
Product Product Product
Product Product
Product Product Product
Product Product Product
Product Product

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Portfolio & Enterprise Dashboards
(SpiraPlan)

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New Product & Program Widgets

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New DevOps Widgets

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Additional Release Views

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Additional Task Views

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Enhanced Planning Boards
Additional Views, WIP Limits for Kanban

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Program Backlogs

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Additional Product Views

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Kanban WIP Support

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Kanban WIP Support

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Risk Management
Portfolio Management and New Release/Task Views

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Risk Management

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Manage Mitigations

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Traceability to Requirements, Tests, Tasks

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Configurable Risk Templates

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Risk Audit Trails

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Scaled Agile with SpiraPlan
Scaling Agile with SAFe, Nexus or other Methods

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Large Solution SAFe®

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SpiraPlan Support for Large Solution SAFe®
Large Solution SAFe SpiraPlan Artifact Artifact Sub-Type
Solution Train Program
- Solution Backlog - Program Backlog
- Capability (planned functionality) (planned functionality)
- Enabler (planned functionality) (planned functionality)
- Program Increment (planned functionality) (planned functionality)
Agile Release Train Product
- Product Backlog - Product Backlog
- Epic - Parent Requirement
- Feature - Requirement Feature
- Enabler - Requirement Enabler
Team Release Major Release
- Team Backlog - Release Backlog
- Iteration - Sprint
- Story - Task User Story
- Enabler Story - Task Enabler
- Acceptance Test - Test Case Acceptance
- Unit Test - Test Case Unit
- Component Test - Test Case Component

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Portfolio SAFe®

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SpiraPlan Support for Portfolio SAFe®
Portfolio SAFe SpiraPlan Artifact Artifact Sub-Type
Value Stream Program
- Strategic Theme (planned functionality) (planned functionality)
- Portfolio Backlog - Program Backlog
- Epic - Parent Requirement
- Feature - Requirement Feature
- Enabler - Requirement Enabler
Agile Release Train Product
- Product Backlog - Product Backlog
- Epic - Parent Requirement
- Feature - Requirement Feature
- Enabler - Requirement Enabler
Team Release Major Release
- Team Backlog - Release Backlog
- Iteration - Sprint
- Story - Task User Story
- Enabler Story - Task Enabler
- Acceptance Test - Test Case Acceptance
- Unit Test - Test Case Unit
- Component Test - Test Case Component

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The Nexus Model

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SpiraPlan Support for Portfolio SAFe®
Nexus Model SpiraPlan #1 SpiraPlan #2
Product Program Product
Team Product Release
Product Backlog Program Backlog Product Backlog
Sprint Sprint Sprint
Integration Team Program Dashboard Product Dashboard

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Upgrade Process
So how do I get SpiraPlan if I have SpiraTest or SpiraTeam

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How Do I Get These Features?
 If you are running SpiraTest or SpiraTeam…
 You need to upgrade your license to SpiraPlan
 No reinstallation necessary, just change license key or change
your cloud edition
 Takes 1-2 minutes 
 No change for existing users
 If you are running SpiraPlan v6.4 or older
 You need to upgrade to SpiraPlan v6.5 or later
 I don’t see the new portfolio views:
Separate
Permission 

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Future Plans

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Program Planning Roadmaps & Milestones
Program A:
Theme
Theme
Theme
Theme
Theme
Milestone A Milestone B
Projects:
Req
Req
Req
Req
Req
Req
Req
Req
Req
Req

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Schedule & Resource Planning
Resource Type Start End % Allocation Track
Project Manager 1/1/2018 12/31/2018 50% PMO
Architect 1/1/2018 10/30/2018 25% PMO
Sr. Developer 1/1/2018 10/30/2018 100% Billing
Sr. Developer 2/1/2018 12/31/2018 100% Admin
Developer 2/1/2018 12/31/2018 100% Billing
Developer 2/1/2018 10/30/2018 100% Admin
Sr. QA Lead 2/1/2018 12/31/2018 100% QA
Tester 3/15/2018 12/31/2018 100% QA
Planned Allocation
Resource Type Person Start End % Allocation Track
Project Manager Fred 1/1/2018 12/31/2018 50% PMO
Architect Cathy 1/5/2018 10/30/2018 30% PMO
Sr. Developer Bob 1/2/2018 10/30/2018 100% Billing
Sr. Developer Lisa 2/1/2018 12/31/2018 100% Admin
Developer Vlad 2/1/2018 12/31/2018 100% Billing
Developer Tom 2/5/2018 10/30/2018 100% Admin
Sr. QA Lead Amy 2/6/2018 12/31/2018 100% QA
Tester Roger 3/15/2018 12/31/2018 100% QA
Actual Allocation

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Timecards and Time Tracking
 Capture the date of activity, not just the activity
 Redesign the timecard (calendar view and entry, more summary data)
 Reporting views of timecard data (across teams, projects, sprints)
 Could log time live, and enter on artifacts pages too
 How to add general time spent against a release?
 Tracks against hours available – ie who works what hours on what days in
what time zones (links to planning)

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Application Demo

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Questions?