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PM for IT Projects

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Modules

Projects and backlogOrganise product and IT work by project, component and a clear backlog priority. Sprints and commitmentsPlan each iteration around a visible goal and preserve what the team committed to at the start. Boards and workflowMove work through explicit states while respecting the team’s review gates and work-in-progress limits.
Bugs and verificationKeep reported evidence, investigation and independent quality decisions attached to the issue. Code and releasesConnect repository evidence to a reviewed release scope without confusing a merge with a deployment. Roadmaps and delivery insightsReview epic progress and iteration history using dated evidence and consistent estimate units.

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Processes

Intake to sprint commitmentTurn incoming work into a prioritised, reviewed iteration scope. Work to verified outcomeApply the same workflow and quality checks to every delivery transition.
Completed work to release cutReview eligible issue scope before recording the release version. Sprint close to next planPreserve closed outcomes before rolling work into the next iteration.

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Industries

Software product teamsKeep product priorities, engineering work and release evidence connected. Infrastructure teamsCoordinate infrastructure changes with clear dependencies and delivery checkpoints.
Internal IT deliveryGive internal requesters visibility while keeping delivery decisions with the team.

PM for IT Projects

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Reference

Roles and permissionsVerified Users and explicit ProjectMemberships control every project record, query, comment and attachment. Reporter-visible content is separate from internal discussion. QA and other workflow decisions require an independent authorized actor; Admin configuration cannot bypass the protected decision. Reports and analyticsLearn from sprint history and delivery progress Data modelRecords and relationships behind PM for IT Projects.
IntegrationsConnect code activity with project decisions ImplementationConfigure PM for IT Projects around your team’s operating policy. Agent referenceUse Proto to configure PM for IT Projects.

PM for IT Projects

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All systems
Modules
Projects and backlogOrganise product and IT work by project, component and a clear backlog priority.Sprints and commitmentsPlan each iteration around a visible goal and preserve what the team committed to at the start.Boards and workflowMove work through explicit states while respecting the team’s review gates and work-in-progress limits.Bugs and verificationKeep reported evidence, investigation and independent quality decisions attached to the issue.Code and releasesConnect repository evidence to a reviewed release scope without confusing a merge with a deployment.Roadmaps and delivery insightsReview epic progress and iteration history using dated evidence and consistent estimate units.
Processes
Intake to sprint commitmentTurn incoming work into a prioritised, reviewed iteration scope.Work to verified outcomeApply the same workflow and quality checks to every delivery transition.Completed work to release cutReview eligible issue scope before recording the release version.Sprint close to next planPreserve closed outcomes before rolling work into the next iteration.
Industries
Software product teamsKeep product priorities, engineering work and release evidence connected.Infrastructure teamsCoordinate infrastructure changes with clear dependencies and delivery checkpoints.Internal IT deliveryGive internal requesters visibility while keeping delivery decisions with the team.
Reference
Roles and permissionsVerified Users and explicit ProjectMemberships control every project record, query, comment and attachment. Reporter-visible content is separate from internal discussion. QA and other workflow decisions require an independent authorized actor; Admin configuration cannot bypass the protected decision.Reports and analyticsLearn from sprint history and delivery progressData modelRecords and relationships behind PM for IT Projects.IntegrationsConnect code activity with project decisionsImplementationConfigure PM for IT Projects around your team’s operating policy.Agent referenceUse Proto to configure PM for IT Projects.
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PM for IT Projects Modules
Sprints and commitments2 of 6
  • Projects and backlog1 of 6
  • Sprints and commitments2 of 6
  • Boards and workflow3 of 6
  • Bugs and verification4 of 6
  • Code and releases5 of 6
  • Roadmaps and delivery insights6 of 6

Sprints and commitments

Plan each iteration around a visible goal and preserve what the team committed to at the start.

Sprint CalendarSprints
Projects and backlogSprints and commitmentsBoards and workflowBugs and verificationCode and releasesRoadmaps and delivery insights
StatusFutureActive
Future
SPR-27497PRJ-6372700 capacity points
SPR-50786PRJ-5145610 capacity points
SPR-27264PRJ-9609250 capacity points
Active
SPR-77049PRJ-2576550 capacity points
SPR-51531PRJ-5734160 capacity points
SPR-34620PRJ-282170 capacity points
Records in this module
  • Sprints
  • SprintCommitments
  • SprintOutcomes
  • Issues
  • TeamVelocity

Backlog grooming and Sprint planning

On the Backlog’s GroomingCadence, the Product Owner opens the Project Backlog view, ranks Issues via BacklogRank, sets Estimate on IssueTypes.RequiresEstimate = true rows, assigns ParentEpic and tentative FixVersion. For Sprint planning, the Scrum Master opens a Future Sprints row (with Goal, StartDate, EndDate, Board, CapacityPoints defaulted from TeamVelocity.TrailingThreeAverage), pulls top-ranked Backlog Issues into the Sprint by setting Issues.Sprint to the Future Sprint, until the committed estimate matches capacity.

Sprint start

Scrum Master flips the Sprint Status: Future → Active. The sprint-start-snapshot workflow fires via the configured record event, walks every Issues row attached to the Sprint, bulk-inserts one SprintCommitments row per Issue freezing the CommittedEstimate, CommittedStatus, and CommittedAssignee snapshot at sprint-start, stamps Sprints.StartedAt, and emails the kickoff digest with committed scope to the Scrum Master + Project Lead. The Sprint board becomes the squad’s daily surface.

Sprint close, retro, rollover

On the Sprint EndDate the Scrum Master flips Status: Active → Closed. The sprint-end-rollover workflow fires, finds every Issue in the closing Sprint with Status NOT IN (Done, Cancelled), and first freezes SprintOutcomes for all committed, added and removed issues. It then applies Projects.IssueRolloverRule: either nulls Issues.Sprint (back to Backlog) or sets it to the next Future Sprint. The velocity-recompute job upserts the Sprint’s TeamVelocity row with CommittedPoints (from SprintCommitments), CompletedPoints (from immutable SprintOutcomes recorded before rollover, using the agreed estimate unit), and Carryover; refreshes the trailing-3 average. The retrospective digest emails to Scrum Master + Project Lead. Scrum Master writes RetrospectiveNotes on the closed Sprint.

Close a sprint without rewriting its history

An unfinished issue can move to the next sprint while the closed sprint still needs an accurate record of what happened. Freeze the closure outcome before moving the current issue. The starting commitment retains its estimate and assignee; the closure observation retains its actual state and accepted estimate at the boundary.

Added and removed work appears separately from the original commitment. Carryover counts original commitment that remains unfinished; completing newly added work cannot cancel out an unfinished commitment or make carryover negative. The sprint keeps its starting estimate unit even if a future project configuration changes. Cancelling a large issue must not look like completing it, and a later estimate change must not improve last month’s velocity. A repeated close command returns the same frozen outcomes and rollover destinations.

The trailing velocity average is a planning aid in the project’s chosen unit. A team with little history does not receive a fabricated capacity promise. Use the suggested value alongside holidays, team changes and known constraints, then retain the sprint goal and accepted scope for the retrospective.

Modules

  • Project Backlog
    Issue KeyTitleIssue TypePriority
    Low

    Projects and backlog

    Organise product and IT work by project, component and a clear backlog priority.

  • Sprint CalendarFuture
    Sprint NumberProjectGoalStart Date

    Sprints and commitments

    Plan each iteration around a visible goal and preserve what the team committed to at the start.

  • Active Sprint BoardActive
    Issue KeyTitleAssigneePriority
    Low

    Boards and workflow

    Move work through explicit states while respecting the team’s review gates and work-in-progress limits.

  • Bugs Awaiting VerificationBug
    Issue KeyProjectTitleSeverity
    Sev2

    Bugs and verification

    Keep reported evidence, investigation and independent quality decisions attached to the issue.

  • Open PR ActivityOpen
    Issue Issue KeyIssue TitleProviderRepo
    Git Lab

    Code and releases

    Connect repository evidence to a reviewed release scope without confusing a merge with a deployment.

  • Epic Progress
    EpicEpic OwnerEpic StatusEpic Target Version
    Closed

    Roadmaps and delivery insights

    Review epic progress and iteration history using dated evidence and consistent estimate units.

Reports

All reports

Sprint Velocity Report

Per Project, per Sprint: CommittedPoints vs. CompletedPoints vs. Carryover, with the trailing-3-sprint average overlay. Drills into the per-Issue contribution list for any selected Sprint. The Scrum Master's ceremony report — read at sprint review and retrospective.

Velocity TrendTeamVelocity
selected projectClosed
SprintCommitted PointsCompleted PointsCarryoverTrailing Three Average
SPR-6999740032080550
SPR-8308723036892260
SPR-92438900360540460
SPR-8398732057664790
SPR-58987250150100810
SPR-57223608436630

Roles and permissions

Project Lead / Product Owner

Owns the Project end-to-end — backlog priority, release planning, estimate overrides, scope decisions. The DRI for the product the Project ships.

Permissions and records
  • CRUD on Projects (own), Components (own Project), Backlogs (own), Versions (own), Epics (own), Milestones (own)
  • CRUD on Issues (own Project) including estimate / priority / fix-version overrides
  • Assign / re-rank Issues.BacklogRank
  • Plan Sprints (create Future Sprints, populate scope before sprint-start)
  • Issues
  • Sprints
  • SprintCommitments
  • TeamVelocity
Stalled IssuesIssues
StatusInProgressInReviewBlockedUpdatedAt < today − 5Active
InProgress
ISS-70605PRJ-42516 days since update
ISS-52576PRJ-59637 days since update
InReview
ISS-11616PRJ-27486 days since update
ISS-45324PRJ-58196 days since update
Blocked
ISS-48280PRJ-74446 days since update
ISS-22297PRJ-63497 days since update
Scrum Master / Iteration Manager

Runs the Sprint cadence and the Board. Owns ceremonies (planning, standup, review, retro), WIP discipline, and the burndown.

Permissions and records
  • CRUD on Sprints (own Project) including Status: Future → Active → Closed transitions
  • CRUD on Boards (own Project) and BoardColumns configuration
  • CRUD on WipLimits (with Reason audit)
  • Read on Issues, SprintCommitments, Burndowns, TeamVelocity
  • Sprints
  • SprintCommitments
  • Issues
  • TeamVelocity
Stalled IssuesIssues
StatusInProgressInReviewBlockedUpdatedAt < today − 5Active
InProgress
ISS-70605PRJ-42516 days since update
ISS-52576PRJ-59637 days since update
InReview
ISS-11616PRJ-27486 days since update
ISS-45324PRJ-58196 days since update
Blocked
ISS-48280PRJ-74446 days since update
ISS-22297PRJ-63497 days since update
Developer / Engineer

Delivery contributor. Works assigned Issues, transitions Status, logs work, comments, attaches files, opens PRs that auto-link back.

Permissions and records
  • Read on Projects where active ProjectMemberships grants their Developer role, and the Project's Components, Boards, Sprints, SprintCommitments, Backlogs, Versions, Epics, Milestones, EpicProgress
  • CRUD on Issues where Issues.Assignee = self OR Issues.Reporter = self (limited to allowed WorkflowTransitions)
  • Status transitions are gated by the Issue's Workflow — Developer may request permitted transitions
  • None needs no extra reviewer, while Any or a named gate requires a separate eligible independent decision on the current revision
  • Sprints
  • SprintCommitments
  • Issues
Open PR ActivityPullRequestLinks
StatusOpenDraftIssue.Sprint.Status = 'Active'
Open
PRL-72497Open prl-172
PRL-68829Open prl-457
PRL-21081Open prl-506
Draft
PRL-57325Draft prl-894
PRL-64423Draft prl-675
PRL-58914Draft prl-417
Stakeholder

Read-only audience for an assigned Project — executive sponsor, adjacent team lead, internal customer. Sees the board and the roadmap but cannot change anything.

Permissions and records
  • Read on Projects, Components, Boards, Sprints, SprintCommitments, Issues (with IssueWorkLog.Hours masked), IssueComments, IssueLinks, Versions, Epics, EpicProgress, Milestones, Burndowns, TeamVelocity only where they are explicitly assigned via the ProjectMemberships with Role = Stakeholder
  • Read the Roadmap and Release Forecast views scoped to assigned Projects
  • No write access anywhere
  • cannot file Issues (Reporter does that)
  • Sprints
  • SprintCommitments
  • Issues
  • TeamVelocity
Active Sprint BoardIssues
ActiveProject IN (current user's Projects)
Issue KeyTitleAssigneePriorityEstimate
IK-872Lowest iss-530AKLowest650
IK-215Low iss-266TSLow130
IK-546Medium iss-648SUMedium830
IK-730High iss-330NFHigh940
IK-254Highest iss-161BFHighest170
IK-732Critical iss-567RWCritical900
Reporter

Internal user outside the squad who needs to file Issues — IT help requesters, internal customers of an API team, stakeholders who hit a bug. Can create Issues and comment on own Issues; sees nothing else.

Permissions and records
  • Create Issues with Type constrained to Bug / Task / Improvement / Incident (no Story / Epic / SubTask creation)
  • Read own filed Issues (Issues.Reporter = self) only while active ProjectMemberships grants Reporter access to that project, including permitted Status, Resolution and Assignee
  • Read only ReporterVisible comments and attachments
  • Create or edit their own ReporterVisible comments and attachments on those permitted issues
  • Issues
  • Sprints
My Reported IssuesIssues
You
Issue KeyProjectTitleIssue TypePriority
IK-388PRJ-2044Lowest iss-914IT-1227Lowest
IK-159PRJ-5411Low iss-143IT-7703Low
IK-405PRJ-1108Medium iss-521IT-8469Medium
IK-538PRJ-6119High iss-595IT-5339High
IK-163PRJ-7748Highest iss-407IT-5999Highest
IK-978PRJ-7861Critical iss-509IT-3144Critical
QA / Tester

Quality role. Files and verifies bug Issues, transitions Issues through the verification gate, signs off on InReview → Done for Bug-type Issues.

Permissions and records
  • CRUD on Issues (own Project) with IssueType favored to Bug, Task, Incident
  • Approve transitions in WorkflowTransitions configured with RequiredApproverRole = QA (typically the bug-verification gate InReview → Done for IssueType = Bug)
  • CRUD on own IssueComments, IssueAttachments, IssueLinks for Duplicates / Relates linking
  • Read on Sprints, SprintCommitments, Boards, Versions (test-target version), Burndowns for own Project
  • Issues
  • Sprints
  • SprintCommitments
Bugs Awaiting VerificationIssues
BugInReviewProject IN (current user's Projects)
Issue KeyProjectTitleSeverityReporter
IK-468PRJ-6674Lowest iss-966Sev1WS
IK-574PRJ-9723Low iss-123Sev2UC
IK-773PRJ-8533Medium iss-319Sev3YR
IK-981PRJ-5727High iss-188Sev4NP
IK-642PRJ-7482Highest iss-934Sev1BA
IK-821PRJ-5540Critical iss-685Sev2NZ

Related processes

Stalled IssuesInProgress
Issue KeyProjectTitleAssignee

Intake to sprint commitment

Turn incoming work into a prioritised, reviewed iteration scope.

3 stages · 0 approvals

Stalled IssuesInProgress
Issue KeyProjectTitleAssignee

Work to verified outcome

Apply the same workflow and quality checks to every delivery transition.

3 stages · 1 approval

Open PR ActivityOpen
Issue Issue KeyIssue TitleProviderRepo
Git Lab

Completed work to release cut

Review eligible issue scope before recording the release version.

3 stages · 1 approval

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