Custom Reports

With Structure, you can easily create a visual overview of your projects – and visualize all the data you need to track on a single screen.

Step 1: Build Your Structure

To create a new structure:

  • Open the Structure Selector menu and select Create New Structure
  • Use the +Add menu to add issues and build your hierarchy:
    • Use Presets to use one of Structure's preconfigured hierarchies
    • Or configuring your own hierarchy using +Add | Insert | Basic Insert, +Add | Group, and +Add | Extend

Step 2: Add Data

Next, add the data you need to track by clicking the + button at the top-right corner of the structure. You can add as many columns as you need, including:
  • Jira fields, such as status, assignee, sprint, or remaining estimate
  • Progress - track status based on issue progress, percent completion, or resolution
  • Formulas - create your own formulas to compare fields or create a visual report

  • Tempo Work Logged - track how long your team is spending on each issue

Once you've added your columns, you can aggregate the data up the structure. To do so, open the column you want to aggregate and select Sum over sub-items.

Looking to visualize your structure data as a chart or other report? Our integration with Custom Charts for Jira makes it easy to build customizable charts from your structure data. Learn more


 SAFe Planning
Everyone uses the Scaled Agile Framework (SAFe) a bit differently, but Structure is highly customizable and easy to tailor to your specific SAFe needs.

Step 1: Build a SAFe Structure

To create a structure for SAFe: 

  1. Open the Structure Selector menu and select Create New Structure
  2. Add initiatives: +Add | Insert | JQL Query | enter the appropriate JQL, such as "Project = 'project name' AND issuetype = initiative"
  3. (For non-Jira Plans users) Add epics below initiatives: +Add | Extend | Linked Items | choose the type and direction used to assign Epics to Initiatives, such as "Implements" or "Parent (Advanced Roadmaps)"
  4. Add the rest of your issues: +Add | Extend | Child issues | under Add, select Issues under epics, Sub-tasks, and (for Jira Plan users) Jira Plans hierarchy.
  5. Sort by rank: +Add | Sort | Field | select "Rank"

If you use a custom field for planning, such as Planning Increments, you can group issues by this field as well: +Add | Group | select the custom field

Step 2: Add Data

Next, add the data you need to track by clicking the + button at the top-right corner of the structure. You can add as many columns as you need, including:
  • Jira fields, such as status, assignee, sprint, or remaining estimate
  • Progress - track status based on issue progress, percent completion, or resolution
  • Formulas - create your own formulas to compare fields or create a visual report

  • Tempo Work Logged - track how long your team is spending on each issue

Once you've added your columns, you can aggregate the data up the structure. To do so, open the column you want to aggregate and select Sum over sub-items.

 Advanced SAFe Planning

The following guide will walk you through an advanced SAFe implementation in Structure.

Requirements

To do this, you will need:

  • Jira Software and Confluence 
  • Structure 
  • Structure.Pages
  • Structure.Testy

Ready-to-use demo space: Live Demo

Before You Begin

We assume that your Jira is prepared for scaling. The most common configuration is to create separate projects for each level:

  • Kanban project for Portfolio level, with the following Epic issue type and statuses: Funnel, Reviewing, Analyzing, Portfolio Backlog, Implementing and Done
  • Kanban project for Solution level, with the following Issue types: Capability and Enabler
  • Kanban project for Program level, with the following issue types: Feature and Enabler

Features are named "Epics" in Jira, so you can rename them in Administration. Projects for each Team (Scrum or kanban, Scrum is preferable) and Issue types (User Story, Bug, Improvement, Enabler) can be left as is.

Step-by-step guide

  1. Define your company Strategy in Confluence
    Create a Space in Confluence for high-level documents and describe the Strategy of your company.

  2. Define Themes
    Define Strategy more precisely by dividing it into several themes, each a sub-page of Strategy.

  3. Link Themes to Epics
    Define Epics, or high-level tasks for implementing your theme. Link Jira issues with their corresponding themes in Confluence.

  4. Add Capabilities
    Since you have a separate project for Capabilities, divide your Epics into more precise Capability issues and put them into a Capability Board. Don't forget to link each Capability with a corresponding Epic! You can use standard Jira issue link types, but it will be more convenient to create you own "implements"/ "is implemented by" link type.

  5. Add Features
    Add details to any large Capabilities and divide them into Features. Don't forget to link each Feature to its corresponding Capability.

  6. Stories
    Each Feature can be divided into more detailed Stories. Don't forget to link Features and Stories with an epic link.

  7. Sub-tasks
    If you need more detailed tasks, divide Stories into Sub-tasks.

  8. Put it all together with Structure
    Create an empty Structure and visualize everything in one place: http://recordit.co/lFYAzeBezV
    -  Find your Strategy page and add it to the Structure: http://recordit.co/0vt6mNYsqR
    -  Click the Automation button to enable automation. Then click the + icon next to the Automation button, and use the Extend generator to add the following rules:
         -  Add all child pages (extend | child pages): http://recordit.co/5l5fqPM4c3
         -  Add issues linked to pages 
         -  Add Capabilities linked to Epics
         -  Add Features linked to Capabilities
         -  Add Stories linked to Features
         -  Add add Sub Tasks linked to Stories

  9. Take it to the next level!
    Now that your structure is created, you can modify it to fit your needs:
    -  You can Group issues on a specific level. For example, group by Sprint on the Team level to track progresses.
    -  You can prioritize issues by sorting by WSJF.
    -  You can specify your Objective during PI planning in Notes.


 Strategic Portfolio Management

Tempo's Strategic Portfolio Management solution is a modular approach to help organizations focus their priorities, people, and spend across their portfolio of products and services.

  1. Build your portfolio roadmap in Roadmunk.

  2. Manage your work in Structure:

    • Link your roadmap plans to existing work or create new work.

    • Assign the work to teams.

    • Manage timelines, dependencies, and resource allocations in Structure.Gantt.

  3. Track work in Structure or Jira. As teams work, their progress is automatically updated in Structure.

  4. Update the original roadmap with up-to-date execution data, allowing leadership to make decisions based on real-time information.

  5. Monitor the financial health of your portfolio using Cost Tracker and Structure.

  6. Manage resources and resource allocation with Planner and Structure.Gantt.

  7. Build custom reports to monitor your portfolio with Custom Charts for Jira.

The following products are part of Tempo's Strategic Portfolio Management solution. Pick the ones that are right for your teams, or try them all - you can download free trials using the links below.



Strategic Portfolio Management with Tempo Apps