This month we have released two Financial Summary published documents and a few productivity improvements. Here's a quick summary
1) New Financial Summary Published documents - An overview and a detailed
2) Ability to filter roadmap by stages
3) Export capability map to Excel
4) "Don't Ask Again" option on delete prompt
5) Show Initiative status on roadmap
6) Adding duplicate stage and theme and scroll to view
7) Remember action pane size
A more detailed look at each new or improved feature follows:
1) New Financial Summary Overview and Financial Summary Detailed Published documents
You have created your roadmap, and now you want to see the cost or benefits breakdown by stages and themes. With the new Financial Summary Overview and Financial Summary Detailed publish documents, you can now show the cost (and/or benefits) breakdown in a document or export to Excel for further analysis.
The Financial Summary Overview shows the total costs (and/or benefits) for each cell on your roadmap by stage and theme. In the properties panel, you can configure whether to show the cost only, benefits only or both.
In the following example, using the InsureNorth sample roadmap, we have chosen to show just the total cost by each stage and theme.
The Financial Summary Detailed published documents shows a breakdown of the initiatives contributing to the cost (and/or benefits) for each stage and theme. Again, you can choose in the properties panel to show just the cost, just the benefits or both.
The example below is the Financial Summary Detailed for the InsureNorth sample roadmap.
NOTE, the Financial Summary documents will cater for distributed costs and benefits so be mindful of cost and benefits distribution behaviour when analysing the numbers. You can read about the cost and benefits distribution here and here.
2) Filter Roadmap by Stages
Similar to the ability to select and unselect a Theme for published documents showing a roadmap, we have introduced the ability to select and unselect a stage.
The ability to select or unselect a stage was initially introduced for the Financial Summary published documents, but this feature is now also supported in the Roadmap and Initiative Status document.
For example, in the Financial Summary Overview published document, you can choose to unselect stages Horizon Three and Horizon Four, so that only stages Horizon One and Horizon Two are shown. Note, when a stage is unselected, then the total cost column will show as a sub-total only.
3) Export Capability Map to Excel
You can now export your capability map to Excel. The following is a snippet of the InsureNorth capability map in Excel.
- State can have a value of "N" for New, "H" for a high level of change, "M" for a medium level of change, "L" for a low level of change, "-" for no change and blank for not relevant.
- Priority can be H for high, M for medium and L for low
- ID is the capability number whereby the first digit is the Level 1 capability number, the second digit is the Level 2 capability within the Level 1 capability and the third digit is the Level 3 capability within the Level 2.
4) Don't Ask Again option when deleting
When deleting a capability or an initiative, you are prompted with a warning that deleting the capability or initiative will also impact dependent objects such as actions or the roadmap.
You can now click the "Don't ask again" checkbox to stop this reminder prompt. Note, the "Don't ask again" feature is reset each time you exit from your roadmap and open a new roadmap.
5) Show Initiative status in publish roadmap document
The Roadmap published document now supports the ability to show the initiative status. Previously, the initiative status was shown in the Initiative Status and the Prioritised Initiative 2x2 published document only. Now you can select "Show initiative status" in the Roadmap document and print to PDF or export to image as well.
6) Adding duplicate Stages and Themes plus scroll to view
Previously, a stage and theme name must be unique. This prevented the ability to drag and drop multiple stages or theme templates.
Also, when you added a new stage or theme to the right or bottom (respectively), sometimes these are out of view. Now, Jibility will automatically scroll into view your newly added stage or theme.
In the following example, the Quarters pre-defined stages were drag/dropped onto the roadmap twice to create eight quarters. Note, Jibility now supports duplicate stage names.
7) Remember Action pane resize
Last month we released the ability to resize the action pane. However, when you clicked on another step and then returned back to the Action step the action pane was reset back to the default size. This is now corrected and Jibility will remember the last action size.