Period (= “PI”) setup

A Period is a time frame (called PI or Program Increment in SAFe®) , used to plan and progress iteratively at program level.

A period contains a set of sprints.

Some organizations have one period per quarter (e.g. “2020 Quarter 4”).

Create a period

To create a new period:

  • Click on Programs at the top navigation bar.
  • Select the Program in the top left navigation bar.
  • Click on Create a period in the left navigation menu.
  • Choose a period name and key. The key has to be unique, and should be meaningful (e.g. 2020Q4). Choose the number of sprints in the period and click on Create.
  • Define start and end dates of each sprint. This step is optional if all teams are working scrum, an mandatory if at least one team works in Kanban mode.
  • Link the sprints at program level to the sprints of each team working Scrum. Use the drop-down menus.
  • Click on Save

💎Hint: You don’t need to configure all sprints at the same time. You can map some sprints, save progress and come back later to complete the mapping. If a new sprint is created in the backlog of a team, you will need to reload the page in order to see the sprint appear.

💎Hint: You can type a part of the name of a sprint to find it fast. You can also copy/paste text into the select field.

Modify a period configuration

To modify the configuration of an existing period:

  • Select the period in the period picker at the top of the navigation bar
  • Click on Period config at the bottom of the navigation bar.

Do not modify the key of a period while in use. If modified, all features need to be added again to the period, and the sprints need to be linked again.

Completing a sprint

Click here for more information on how to complete a sprint at program level.

Delete a period

When you delete a period, it is gone for good.

To delete a period:

  • Select the period in the period picker at the top of the navigation bar
  • Click on Period config at the bottom of the navigation bar.
  • Click on Delete Period at the top right of the page
  • Confirm that you want to delete the period.