What is Downstream Planning?

Downstream Planning provides upper-level management a way to manage work from the top as well as team members the ability to see the bigger picture of the organization. Relationships are clearly seen between "parent-child" workspaces as well as "sibling" workspaces.  

This may be a good reminder for managers to check the types of access permissions you have set up for your team members. You can view current permissions in the Members section:

Main Features Incorporated in Downstream Planning are:

  1. 'Iteration' View
  2. 'Time Series' View
  3. Backlog
  4. Past Iterations
  5. Settings

Let's see what each of these are...

  1. Iteration View:

Iteration View is fully configurable by clicking the gear icon. Once you select the iteration(s), the board will then reflects the selected Iterations data. Iteration view will be displayed as follows:

Configuring Iteration Board:

You can select the Iterations you'd like to be displayed in the Downstream Planning board by clicking on the 'Portfolio Increment' (Continuous) option shown the left panel. By doing this, all the Child Workspaces along with their Iterations will display in the right section. Here, you can select the required Workspaces. Selected Workspaces will display in the bottom section and on saving these changes, all the selected Workspaces will be shown in the Downstream Planning board (as shown in the below image):

Iteration Board View:

In this board, all the selected Program Level/Increments will be displayed. Each Workspace/Iteration column contains a Slice which displays all the Epic(s) and its child cards. Cards which are not associated to any epic will be displayed in a Slice with 'No Epic'tag (as displayed in below image).

Features on the board: 

-Adding Iterations to multiple workspaces: Users can add 'Iteration' to all Programs (Workspaces) by clicking on the '+' icon displayed in the top header of the iteration view.

  • You can add an Epic from the '+Epic' button displayed in the Workspace/ Iteration Column.


Each Slice contains following features:

  • Quick select an existing Epic: This feature can be used to display an epic which is  not currently shown in the column. For example, you can add epic which does not have any child card (of that workspace column)
  • Cards displaying in the Slice: Cards which are associated with an epic will be displayed in the Slice. Also, the Epic's name will be displayed in the bottom of the Slice. If cards in the slice are not displayed to any epic then 'No Epic' will be displayed in the bottom side.
  • Reassign Icon: Reassign the Workspace for the cards displaying the slice
  • Edit icon of cards: You can modify and make the changes.
  •  +Feature icon: Add a new feature in the slice.
  • User can edit the Epic incorporated in the Slice by clicking the edit icon.
  • Alert: When a child card is in a current increment while the parent card is in backlog, a pink outline will display around the slice. Also, an alert icon will display on the left bottom. On hovering the mouse over the alert, you will see the cause of the alert (see in the below image).

2. Time Series

Time Series displays Slices on the basis of the time frame of Program-level Increments.

All of the Parent-Child relationships falling under the particular time frame are displayed in the respective time frame's column. Parent-Child relationship is displayed in the Slices as displayed in the Iteration view.

3. Backlog

Backlog is the area where the user has the choice to see all the Parent-Child relationships as per the selection made in the 'Select Backlog Workspace drop-down. On selecting any Workspace (whether Portfolio, Program Level or Team Level) in the respective drop-down, corresponding workspace's cards will be displayed in the backlog with all the related cards. The display of cards also depends on the view selected in the drop-down. Please below:

Things to notice in the image:

a. Epic which has slanting gray lines signifies their Child Cards are both in backlog as well as in-progress.

b. Non grayed-out Team level Child Card means that card is in backlog.

c. Grayed-out Team level cards signify that cards are in progress. 

d. Epic without slant lines signifies that all its Child Cards are in backlog.

4. Past Iteration

By enabling 'Past Iterations' feature, the user has the ability to add features as per the date scale next to the toggle button. 

5. Settings (gear icon)

When the gear icon is clicked the user can add Increments of Child Workspace(s) which are displayed in the left panel. The selected Increments will be displayed in both Iteration and Time Series view.

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