SAFE HARBOR / DISCLAIMER: This article describes a proposed solution to support this use case. Please note that ServiceNow may offer an out-of-the-box solution for the issue described below in the future.
The proposed solution requires configuration, as such, there is no liability for ServiceNow to provide support, apply changes, fix defects and review impact during future upgrades.
Customers are responsible for evaluating and deciding whether to implement this solution.
What problem does this solve?
The Enterprise Agile Planning (EAP) introduced a new data model to provide flexibility to follow different agile ways of working, including a new table for Enterprise Agile Iteration (sn_apw_advanced_eap_iteration). However, when a new iteration is created, the capacity in points is not copied from the respective Agile Group as a default value.
This guide will walk you through configuring the platform to enable a workaround to calculate the Agile Group capacity (points) based on its members and set the Agile Iteration capacity from the respective Agile Group capacity (points) as default value when an Agile Iteration is created.
To streamline the efforts for this, we have created and supplied a XML record to be imported, while also detailing those configuration records in this document.
Prerequisites
- Strategic Planning plugin is installed
- Enterprise Agile Planning configuration is defined
Manual Steps
1. Activate the ootb Business Rule to roll up capacity from Group Member to Group:
- Name: Update Sprint Points on Group
- Table: sys_user_grmember
- Active = True
2. For an Agile group, define the ‘Average points per sprint’ for the group members. The Business rule above will roll up the total to the ‘Group capacity (points)’ field:
3. Create a Business Rule to copy the value from the Group capacity (points) field from the group to the Sprint when a iteration is created in EAP:
- attached XML: 1_sys_script_SN_Set_Iteration_Capacity.xml
