Capture epic data
The license package Lean Portfolio Management is required to work with epics.
Epics are large-scale initiatives that drive strategic change and innovation, often spanning multiple teams and departments. Typical epics include launching a new product line, initiating an AI-powered customer support system, or implementing a company-wide sustainability program.
Epics have distinct oversight, execution strategies, and success metrics, and stakeholders must clearly define the expected outcomes and business benefits. Epics are broken down into features that provide tangible benefits to users. Given an epic's wide-reaching scope, it is important to specify one or more features as a minimum viable product (MVP). Due to their complexity, epics are typically tracked and managed in Kanban boards.
In the navigation panel, click Agile Architecture > Epics. Per default, the data workbench displays only a set of basic attributes. You can add more columns to capture other attributes directly in the data workbench or you can navigate to an epic's content area and define it in more detail there. Click to learn about how to use data workbenches.
Go to Agile Architecture > Epics and click New > Epic
Click the Navigate 
button next to an epic to open its content area. Specify the epic's attributes as well as the relationships that the epic has to other assets in the repository.
Try to capture as much information as possible about the epic because complete data considerably improves the results of business questions and other analytics.
Once an epic is in the repository, you can define more details about it in the Epics data workbench.
Per default, the data workbench displays a limited set of basic attributes. You can add more columns via the Structure column to capture other attributes directly in the data workbench.
Or specify and analyze the epic in detail in its content area . In the data workbench, click the Navigate button for an epic to open its content area > Overview page.
Define the epic's basic data. All mandatory fields must be defined to create the epic and save it.
- Name: (Mandatory) Enter a unique name for the epic. The name should help others easily understand the purpose of the epic.
-
Status: This indicates the current status of the epic from initiation to execution.
- Funnel: New epic under initial consideration.
- Reviewing: Epic being evaluated to determine if it is aligned with business goals.
- Analyzing: Deeper assessment of epic for feasibility and impact.
- Backlog: Epic is waiting to be prioritized and allocated resources.
- MVP: A minimal version with one or more features is created to test assumptions and gather feedback.
- Persevere: Based on feedback, the epic continues, pivots, or stops.
- Done: Epic is complete, tested, and ready for release.
- Funnel Entry Date: The date that the epic enters the status stage Funnel. Click the calendar icon to select the date or enter the date in the date format Month/Day/Year. For example: 4/30/2023
- Planned Target Date: The date that the epic is expected to be done.
- Epic Type: Select Business Epic if the epic provides business value directly to the customer, or select Enabler Epic if the epic is a technical development initiative that advances the architectural runway to support upcoming business or technical needs.
- Description: Enter a meaningful description that will clarify the purpose of the epic.
The business question How do we manage our portfolio flow? relies on epic data.