Term Kiplot Defintion Actual The expenses incurred during the execution of the initiative based on spend. Available Capacity The remaining effort of a team or individual within a period, excluding reserved capacity and capacity allocated to scheduled work. Budget The predefined allocation of money set aside for the initiative, representing the maximum amount of money […]
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Users can be given different permissions within Kiplot. To manage the roles that each User has, navigate to the to the Manage Users tab. Clicking on the ‘key’ icon associated to a user’s name will enable you to see the permissions set for that user: Align each drop-down according to the permission type you would
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Documents What is a Portfolio Kanban Board? A Portfolio Kanban board is a visual management method used to track and manage work as it progresses through various stages of a delivery process. Portfolio Kanban boards in SAFe (Scaled Agile Framework) help organizations manage their Agile portfolio effectively, align work with strategic objectives, and maximize the
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What is Jira? Jira is a popular project management tool developed by Atlassian, widely used for issue tracking, project management, and agile software development. It provides a flexible platform that helps teams plan, track, and manage their work. As Jira is an extremely flexible system we’ve deliberately designed Kiplot to minimise the Jira configuration required
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What are Outcome Groups? The Outcome Groups feature in Kiplot enables your organization to categorize outcomes based on its specific requirements. It’s a simple feature designed to help with visual categorization. For example, if you have several outcomes associated with Financing, you can add them to an outcome group to get a view like in
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Only Users who have Kiplot Administration permissions can make changes to the Time Tracking Configuration What is Time Tracking? Time tracking or timesheeting refers to the process of recording the amount of time teams spend on tasks, enabling organizations to measure actual work against forecast. This data is critical to distinguishing between capital expenditures (CapEx)
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What is the Configuration Page? The Configuration Page is the central hub where the Strategic Portfolio framework is set up to align with your organizational goals. This includes configuring the timeline and business units, incorporating custom fields, specifying initiative and outcome details, defining team skills, establishing OKR measures, outlining lifecycle stages, integrating with other systems,
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What are Value Forecasts? Initiatives and Outcomes are connected to strategy through value forecasts. Initiatives and Outcomes are connected to strategy through value forecasts. The value forecast is the measurable benefit the initiative/outcome is expected to deliver. As such, value forecasts are expressed in Measures (Revenue, Cost, Users, NPS Score etc.). These measures are configured
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Taxonomy Each report contains one or more pages. Each page can contain one or more tiles in rows across the screen. Each Tile delivers a specific configurable insight from one Kiplot Dataset. Reports Basics Tile Basics Tiles are configured in the application by the report owners and published to other users. Only one dataset Kiplot can be
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Updating datasets with new data in Kiplot is a quick and easy process. 💡 To edit any dataset, the dataset owner or an Admin user for Kiplot will need to grant you can edit dataset access prior to making any changes. How to upload data to an existing dataset Kiplot analyses the data that’s being
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