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“Epic status” dashboard template
The epic status dashboard template displays the status of a specified Jira Align epic work item. You can use this dashboard as a presentation layer for status reporting to managers and executives, saving you the time needed to manually create status reports in presentation software. You can also modify the dashboard in Atlassian Analytics to meet your unique reporting needs.
Controls on the dashboard
Use the following controls to configure the dashboard:
Portfolio | “Dropdown” control to narrow down the options in the Epic control. |
|---|---|
Select a date range | “Calendar” control to further narrow down the options in the Epic control. It will only show epics that are associated with a program increment that starts within the selected date range. |
Epic | “Dropdown” control to specify what epic you want to view status information for. |
Charts on the dashboard
Epic details
Once an epic is selected, its name and details display at the top of the dashboard. Information from fields on the epic’s details panel in Jira Align displays, such as ID, state, process step, theme, owner, and date. It also displays the status set in the status report or the Roadmap health. This chart provides a quick understanding of the current health of the epic and critical delivery dates.
Executive summary
Displays the contents of the Notes field found in the status report inside Jira Align. This section provides a narrative of the progress of the epic and highlights important events entered by the team.
Progress overview
Health areas
Displays the contents of the Health fields set in the Jira Align status report and the reason text. The table provides status related to budget, people, quality, risks, and schedule in addition to a summary of the latest update.
Financials
Displays information from some of the financial fields found on the Spend tab of the epic’s details panel in Jira Align. Budget is found at the top of the Spend tab, while other fields can be found in the Other spend section. The table provides an understanding of financial progress.
Work progress
Displays the counts of planned/open and accepted/closed work items associated with the epic. The % complete column shows the percentage of completed vs. planned work for each work item type.
Milestones
Displays the contents of the Fixed date milestones section entered on the Time / Skills tab of the epic’s details panel in Jira Align.
Related work item details
Displays details of work items associated with the epic.
Child work items
Displays the details of capabilities or features associated with the epic, including ID, state, program increment, program, and owner.
Open risks
Displays the details of risks associated with the epic, including ID, status, impact, owner, and program increment. Risks associated with child features are also included.
Open dependencies
Displays the details of dependencies associated with the epic that have not been completed. Open dependencies associated with child features are also included.
Portfolio objectives
Displays the portfolio objectives and key results associated with the epic, including the current status and score.
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