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Release Overview

The Release Overview dashboard provides an overall view of your Releases and helps you identify problem areas or tasks that might need attention. You can view the week-over-week performance of a Release to understand if there is an improvement with respect to certain Release parameters. You can also drill down and view detailed information about tasks that are associated with the release.

As a Release Manager, you can use this dashboard to answer the following questions:

What is the overall schedule variance for a particular Release?
Has there been an improvement with overdue tasks as compared to last week?
Which Release tasks are contributing to high schedule variance?

You can use the filter in the dashboard to analyze information related to specific Release Owners, Release Tag, and Releases.

Important: The dashboard does not display information related to all available Releases. Ensure that you select a specific Release from the filter to view the dashboard.

Note: All the sections except KPIs display data for the last 13 weeks. The KPIs display data pertaining to the last 30 days and includes active and archived Releases.

The Release Overview dashboard consists of the following sections:

KPIs

Planned Duration (Days): Displays the number of days planned for the Release calculated as the difference between the planned start date and planned end date of the Release.
Schedule Variance: Displays the total percentage of difference in schedule between the planned duration and actual duration of the Release as compared to the planned duration.
% Completed: Displays the total percentage of work completed for a Release as compared to its planned end date.
Actual Duration (Days): Displays the total number of days taken by a Release from start to complete.

Release Performance

Displays a grid that provides week-over-week information (denoted by the week start date) about certain Release parameters, such as Schedule Variance, Risk Score, Overdue tasks, and Skipped tasks. The grid displays data for the last 13 weeks (including current week) and enables you to compare and understand if there are improvements in these metrics.

The colors for Schedule Variance and Risk Score are based on the following preconfigured threshold values:

Schedule Variance - Indicates the percentage of difference in Release schedule between the planned duration and actual duration of the Release as compared to the planned duration.

Green: If the Schedule Variance value is less than or equal to 10 days.
Amber: If the Schedule Variance value is greater than 10 days but less than or equal to 30 days.
Red: If the Schedule Variance value is greater than 30 days.

Risk Score - Indicates the risk score calculated for the Release in the source system and is based on various factors like failed or failing states, due dates, or flags.

Green: If the Risk Score value is less than or equal to 20 (On track).
Amber: If the Risk Score value is greater than 20 but less than or equal to 60 (Attention needed).
Red: If the Risk Score value is greater than 60 (At risk).

Note: These threshold values are the default out-of-the-box values and can be configured based on your requirements.

You can click on a particular week to drill down and view Task details for the selected week in the subsequent sections.

Task Distribution by Task Category

Displays a bar chart providing information about the number of Release tasks categorized by the Task Type Category, such as automated or manual tasks. The Task Type categories are internal standardized values denoting tasks that require user actions (Manual) and tasks that are automated (Automated).

Each category is color-coded, and you can hover over a section of the bar to view the number of tasks in each category.

You can click on a particular category to view the respective task types (as defined in the source system) in the Task Distribution by Task Type section. The Task types are used to represent work that requires user action or automated work that is accomplished by the tool.

Task Distribution by Task Type

This grid is driven by the previous section, Task Distribution by Task Category and displays the task types that are associated with a specific Task Type Category, such as Automated or Manual. You can view the task types along with the number of Release tasks under each type.

Task Schedule

Displays a grid that provides detailed information about task schedules. The data in this section is driven by the Release Performance section and displays information pertaining to the selected week.

You can view details such as the Task name, resource assigned to the task, task status, planned start and end date, variance in schedule, start delay duration, and actual duration of the task. You can also click the Link to the Source System icon against a task to launch the source system and view more details about the task.

Objects used in this dashboard

This section lists all the attributes and metrics that have been used to build the reports in this dashboard.

Attributes

Attribute Name	Description
Owner	Name of the person who is in charge of the Release.
Release Tag	Labels or keywords associated with a Release to classify Releases based on certain characteristics.
Release Name	Name of the Release.
Calendar Week	Gregorian calendar week displaying the week start date.
Task Type Category	Displays the Digital.ai standardized task type categories denoting tasks that require user actions (Manual), tasks that are automated (Automated), and tasks that serve as containers to group other types of tasks (Group).
Task Type	Displays the task types as defined in the source system and are used to represent work that requires user action or automated work that is accomplished by the tool.
Task Name	Displays the name of the Release Task.
Resource	Displays the name of the person assigned to the Release Task
Status	Current status of the Release Task, such as In Progress, Paused, Aborted, Completed, and so on.
Planned Start Date	Displays the date and time when the Release Task is supposed to start.
Planned End Date	Displays the date and time when the Release Task is supposed to start.

Metrics

Metric Name	Description	Metric Formula
Planned Duration (Days)	Average duration across all Releases where duration is the time difference between the planned start date and planned end date of the Release.	[Release Planned Duration] / (86400 * [Release Volume])
Schedule Variance %	Displays the percentage of difference in schedule between the planned duration and actual duration of the Release as compared to the planned duration.	IF((([Release Planned Duration] = 0) And ([Release Actual Duration] > 0)), 1, (([Release Actual Duration] - [Release Planned Duration]) / [Release Planned Duration]))
% Complete	Displays the total percentage of work completed for a Release as compared to its planned end date.	Sum([Release Actual % Complete])
Actual Duration (Days)	Average duration across all Releases where duration is the time difference between the actual start date and actual end date of the Release.	[Release Actual Duration] / (86400 * [Release Volume])
Risk Score	Average risk score across Releases as calculated in the source.	Avg([Release Risk Score])
Tasks Overdue	Percentage of tasks in the Release that are past their planned end date.	[No of Overdue Release Tasks - Snapshot] / [No Release Tasks - Snapshot]
Tasks Skipped Ratio	Percentage of completed Release tasks whose status is Skipped.	[No of Skipped Release Tasks - Snapshot] / [No Release Tasks - Snapshot]
No. of Release Tasks	Total number of Release tasks created for a specific period	Count([No of Release Tasks])
Schedule Variance (Days)	Displays the variance in schedule for the Release task calculated as the time difference between actual duration and planned duration.	[Release Task Schedule Variance (Days) - Snapshot] / [No Release Tasks - Snapshot]
Delay in Start (Days)	Displays the number of days lost in starting the release task calculated as the difference between planned and actual duration of the task.	[Release Task Start Delay Duration - Snapshot] / (86400 * [No Release Tasks - Snapshot])
Actual Duration (Days)	Displays the actual time taken by the Release Task and calculated as the difference between actual start date and actual end date of the task.	[Release Task Actual Duration - Snapshot] / (86400 * [No Release Tasks - Snapshot])