Objectives
PI Objectives are a key output of PI Planning in SAFe and can be recorded directly within Easy Agile Programs.
Creating a PI Objective
PI Objectives can be created from the Team Planning Board by clicking the Trophy đ icon and then â+Add Objectiveâ
View when creating first objective
View when creating additional objectives
In earlier versions (Data Center v4.6.0-5.4.0), Objectives were displayed as a row at the top of the Team planning page, rather than the current side panel.
From the modal, you can:
Name the objective
Select whether it is committed or uncommitted
Link relevant issues that have been scheduled into the Increment
Provide a description for the objective
Assign business value
The PI Objective drawer can be opened/closed to show/hide all the team PI Objectives for the increment.
Committed vs Uncommitted PI Objectives
Easy Agile Programs, allows you to add both committed and uncommitted objectives.
It is recommended in SAFe that committed objectives are those that the team is confident in delivering within the PI. The planned business value for committed objectives is used to calculate the Program Predictability Score (coming in a future release).
Only the business value for committed objectives is used to calculate the total planned value.
Uncommitted objectives can be used when work is planned, but the outcome is not certain. Teams can use uncommitted objectives whenever there is low confidence in meeting the objective.
More information on Committed vs Uncommitted Objectives can be found on the Scaled Agile website.
Plan vs Actual Value
During PI Planning, Business Owners assign âplan value' to each of the PI objectives.
Business value serves as a guide to the importance of an objective with 1 = lowest value and 10 = highest value to the business.
As part of or before the PI system demo, Business Owners come together again with the agile teams to assign actual business value based on what was delivered.
Easy Agile Programs allows Business Owners to assign both the plan value and actual value directly to the PI Objective using the modal or inline edit on the Team Planning Board.
Linking Issues to the Objective
You can link issues scheduled within the Increment to the PI Objective for greater visibility and tracking. Once issues have been linked to a PI Objective, you can filter by one or more objectives to see related issues within the plan.
Editing a PI Objective
Click on the objective name to open the edit modal.
You can add âactual valueâ from this modal, along with all other fields listed shown in the dialog.
Editing plan/actual value can be done from the modal or directly from the drawer
Deleting a PI Objective
Open the edit modal and click (âŚ) menu to delete a PI Objective.
Reporting on Objectives
In-app Objectives Report
Track the progress on all Objectives in an Increment on the Reports page.
See Objectives report for more information.
[Data Center only] Tracking issues linked to Objectives
A hidden issue property "EAP-team-objectives" is added to issues linked to an Objective.
While this isnât visible on the issue in Jira, you can use it to search for the issues with JQL searches like:
issue.property[EAP-team-objectives].tags IS NOT EMPTYissue.property[EAP-team-objectives].tags ~ "p_{programId}"issue.property[EAP-team-objectives].tags ~ "i_{incrementId}"issue.property[EAP-team-objectives].tags ~ "b_{boardId}"issue.property[EAP-team-objectives].tags ~ "o_{objectiveId}"
This allows you to filter by these issues for dashboards and other reporting that uses JQL.
For example, the following query finds all issues linked to any Objectives that team âBilling platformâ (board ID 7) has in Increment âPI 3 2023: Launchâ (ID 299).
issue.property[EAP-team-objectives].tags ~ "b_7" AND issue.property[EAP-team-objectives].tags ~ "i_299"
You can see the Increment and team board ID numbers in the URL when visiting the Team planning page: /plugins/servlet/eap/increment/299/team/7
[Data Center only] Fetching Objectives by API
Objectives for a team board and Increment are accessible through the appâs API. See Easy Agile Programs API for more details.
Note that the linked Jira issues are not returned from the API.
FAQs
Who can add/edit PI Objectives?
Users with any of the following permissions can create or edit PI Objectives:
Manage Programs permissions
Jira admin
Board admin
All users who can access the Team Planning Board will be able to view and filter by the Objectives for a shared understanding of whatâs important for the planning period.
When will PI Objectives be available at the Program level?
The ability to create and view PI Objectives on the Program Board is on our roadmap. If this is something thatâs important to your team, please reach out to us via support.
You can view our roadmap and receive updates by signing up to our product updates page here.