Value Rank

Value Rank is a prioritization score calculated based on several weighted criteria to help sequence work items. This extension automatically calculates and updates the Value Rank field on your work items.

Documentation

Value Rank is calculated based on the following weighted formula:

Value Rank = (EffortToImplement * 0.10) + (POCustomerValue * 0.30) + (POEfficiencyTrust * 0.20) + (POPortfolioImpact * 0.20) + (POServiceGrowth * 0.20) + (Override ? 10 : 0)

The values used to calculate Value Rank

• Effort To Implement (10%)
• PO Customer Value (30%)
• PO Efficiency Trust (20%)
• PO Portfolio Impact (20%)
• PO Service Growth (20%)
• Override (Boolean, adds 10 points if true)

The steps below show how to configure and use the Value Rank extension

1. Create Fields

   • The first thing you need is to create the fields that will store the input criteria and the final "Value Rank" score.
   • Input fields (EffortToImplement, POCustomerValue, POEfficiencyTrust, POPortfolioImpact, POServiceGrowth) are typically Decimal or Integer types.
   • The Override field should be a Boolean type.
   • The Value Rank (result) field should be a Decimal type to store the calculated score (e.g., Custom.ValueRank).

2. Configure Value Rank

   • Navigate to the "Value Rank" hub in your organization settings (under Extensions).
   • From here, you must specify the fields that will be used for Effort To Implement, PO Customer Value, PO Efficiency Trust, PO Portfolio Impact, PO Service Growth, Override, and the resulting Value Rank field.

3. Auto-calculated Value Rank field on the form

   • Value Rank is automatically updated when the work item form is loaded.
   • Value Rank is automatically updated when Effort To Implement, PO Customer Value, PO Efficiency Trust, PO Portfolio Impact, PO Service Growth, or Override fields are updated.
   • Input fields (except Override) are clamped to a maximum value of 9 if a higher number is entered. Null or empty values are allowed and will be treated as 0 in the calculation unless all inputs are null/empty and Override is false (in which case Value Rank will be null).
   • The calculated Value Rank is rounded to one decimal place.

NOTE: If you're using Azure DevOps Server, you need to use witadmin to Create custom fields

Adding Value Rank Fields (For Azure DevOps Server)

1. Export your WorkItem.XML file (e.g., Epic.XML, Feature.XML) using WITAdmin.
2. At the bottom of your <FIELDS> section, add the definitions for your Value Rank related fields. Example:

    <FIELD name="Effort To Implement" refname="Custom.EffortToImplement" type="Double" reportable="measure">
        <HELPTEXT>Effort/complexity to implement the feature (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Customer Value" refname="Custom.POCustomerValue" type="Double" reportable="measure">
        <HELPTEXT>Value to the customer as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Efficiency Trust" refname="Custom.POEfficiencyTrust" type="Double" reportable="measure">
        <HELPTEXT>Efficiency gains or trust-building value as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Portfolio Impact" refname="Custom.POPortfolioImpact" type="Double" reportable="measure">
        <HELPTEXT>Impact on the overall portfolio as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Service Growth" refname="Custom.POServiceGrowth" type="Double" reportable="measure">
        <HELPTEXT>Potential for service growth as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="Override Value Rank Calc" refname="Custom.OverrideValueRank" type="Boolean">
        <HELPTEXT>Toggle to add a fixed bonus to Value Rank</HELPTEXT>
        <DEFAULT from="value" value="False" />
    </FIELD>
    <FIELD name="Value Rank" refname="Custom.ValueRank" type="Double" reportable="measure">
        <HELPTEXT>Calculated Value Rank score</HELPTEXT>
    </FIELD>

3. Under your <FORM> and <WebLayout> tags, choose where you would like the Value Rank calculation inputs and result to go. Example:

    <Section>
        <Group Label="Value Rank Inputs">
            <Control Label="Effort To Implement" Type="FieldControl" FieldName="Custom.EffortToImplement" />
            <Control Label="PO Customer Value" Type="FieldControl" FieldName="Custom.POCustomerValue" />
            <Control Label="PO Efficiency Trust" Type="FieldControl" FieldName="Custom.POEfficiencyTrust" />
            <Control Label="PO Portfolio Impact" Type="FieldControl" FieldName="Custom.POPortfolioImpact" />
            <Control Label="PO Service Growth" Type="FieldControl" FieldName="Custom.POServiceGrowth" />
            <Control Label="Override Calculation" Type="FieldControl" FieldName="Custom.OverrideValueRank" />
        </Group>
    </Section>
    <Section>
        <Group Label="Value Rank Score">
            <Control Label="Value Rank" Type="FieldControl" FieldName="Custom.ValueRank" ReadOnly="True" />
        </Group>
    </Section>

4. Import the modified WorkItem.XML file using WITAdmin.
5. After this is done, open up your "Value Rank" tab in Organization Settings (Extensions) and adjust your field mappings.

Support

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This project uses GitHub Issues to track bugs and feature requests. Please search the existing issues before filing new issues to avoid duplicates. For new issues, file your bug or feature request as a new Issue.

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# Value Rank

Value Rank is a prioritization score calculated based on several weighted criteria to help sequence work items. This extension automatically calculates and updates the Value Rank field on your work items.

# Documentation

Value Rank is calculated based on the following weighted formula:

`Value Rank = (EffortToImplement * 0.10) + (POCustomerValue * 0.30) + (POEfficiencyTrust * 0.20) + (POPortfolioImpact * 0.20) + (POServiceGrowth * 0.20) + (Override ? 10 : 0)`

<!-- TODO: Update or remove this image if it's WSJF specific. Consider a new image showing the Value Rank components. -->
<!-- ![Value Rank Components](marketplace/ValueRank-components.png) -->

### The values used to calculate Value Rank

-   Effort To Implement (10%)
-   PO Customer Value (30%)
-   PO Efficiency Trust (20%)
-   PO Portfolio Impact (20%)
-   PO Service Growth (20%)
-   Override (Boolean, adds 10 points if true)

### The steps below show how to configure and use the Value Rank extension

1.  Create Fields

    -   The first thing you need is to create the fields that will store the input criteria and the final "Value Rank" score.
    -   Input fields (`EffortToImplement`, `POCustomerValue`, `POEfficiencyTrust`, `POPortfolioImpact`, `POServiceGrowth`) are typically Decimal or Integer types.
    -   The `Override` field should be a Boolean type.
    -   The `Value Rank` (result) field should be a Decimal type to store the calculated score (e.g., `Custom.ValueRank`).
    <!-- TODO: Update image to show creation of Value Rank related fields -->
    ![Create custom decimal and boolean fields](marketplace/ValueRank-create-fields.png)

2.  Configure Value Rank

    -   Navigate to the "Value Rank" hub in your organization settings (under Extensions).
    -   From here, you must specify the fields that will be used for `Effort To Implement`, `PO Customer Value`, `PO Efficiency Trust`, `PO Portfolio Impact`, `PO Service Growth`, `Override`, and the resulting `Value Rank` field.
    <!-- TODO: Update image to show Value Rank settings page -->
    ![Value Rank settings page](marketplace/ValueRank-Setting.png)

3.  Auto-calculated Value Rank field on the form

    -   Value Rank is automatically updated when the work item form is loaded.
    -   Value Rank is automatically updated when `Effort To Implement`, `PO Customer Value`, `PO Efficiency Trust`, `PO Portfolio Impact`, `PO Service Growth`, or `Override` fields are updated.
    -   Input fields (except Override) are clamped to a maximum value of 9 if a higher number is entered. Null or empty values are allowed and will be treated as 0 in the calculation unless all inputs are null/empty and Override is false (in which case Value Rank will be null).
    -   The calculated Value Rank is rounded to one decimal place.
    <!-- TODO: Update GIF to show Value Rank auto-calculation -->
    ![Value Rank is automatically updated on the work item form](marketplace/AutoCalcValueRank.gif)

_NOTE: If you're using Azure DevOps Server, you need to use witadmin to [Create custom fields](https://learn.microsoft.com/en-us/azure/devops/reference/witadmin/witadmin-import-export-manage-wits?view=azure-devops)_

## Adding Value Rank Fields (For Azure DevOps Server)

1.  Export your WorkItem.XML file (e.g., Epic.XML, Feature.XML) using [WITAdmin](https://learn.microsoft.com/en-us/azure/devops/reference/witadmin/witadmin-import-export-manage-wits?view=azure-devops).
2.  At the bottom of your `<FIELDS>` section, add the definitions for your Value Rank related fields. Example:

```xml
    <FIELD name="Effort To Implement" refname="Custom.EffortToImplement" type="Double" reportable="measure">
        <HELPTEXT>Effort/complexity to implement the feature (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Customer Value" refname="Custom.POCustomerValue" type="Double" reportable="measure">
        <HELPTEXT>Value to the customer as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Efficiency Trust" refname="Custom.POEfficiencyTrust" type="Double" reportable="measure">
        <HELPTEXT>Efficiency gains or trust-building value as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Portfolio Impact" refname="Custom.POPortfolioImpact" type="Double" reportable="measure">
        <HELPTEXT>Impact on the overall portfolio as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="PO Service Growth" refname="Custom.POServiceGrowth" type="Double" reportable="measure">
        <HELPTEXT>Potential for service growth as assessed by PO (1-9)</HELPTEXT>
    </FIELD>
    <FIELD name="Override Value Rank Calc" refname="Custom.OverrideValueRank" type="Boolean">
        <HELPTEXT>Toggle to add a fixed bonus to Value Rank</HELPTEXT>
        <DEFAULT from="value" value="False" />
    </FIELD>
    <FIELD name="Value Rank" refname="Custom.ValueRank" type="Double" reportable="measure">
        <HELPTEXT>Calculated Value Rank score</HELPTEXT>
    </FIELD>

3. Under your <FORM> and <WebLayout> tags, choose where you would like the Value Rank calculation inputs and result to go. Example:

    <Section>
        <Group Label="Value Rank Inputs">
            <Control Label="Effort To Implement" Type="FieldControl" FieldName="Custom.EffortToImplement" />
            <Control Label="PO Customer Value" Type="FieldControl" FieldName="Custom.POCustomerValue" />
            <Control Label="PO Efficiency Trust" Type="FieldControl" FieldName="Custom.POEfficiencyTrust" />
            <Control Label="PO Portfolio Impact" Type="FieldControl" FieldName="Custom.POPortfolioImpact" />
            <Control Label="PO Service Growth" Type="FieldControl" FieldName="Custom.POServiceGrowth" />
            <Control Label="Override Calculation" Type="FieldControl" FieldName="Custom.OverrideValueRank" />
        </Group>
    </Section>
    <Section>
        <Group Label="Value Rank Score">
            <Control Label="Value Rank" Type="FieldControl" FieldName="Custom.ValueRank" ReadOnly="True" />
        </Group>
    </Section>

4. Import the modified WorkItem.XML file using WITAdmin.
5. After this is done, open up your "Value Rank" tab in Organization Settings (Extensions) and adjust your field mappings.