How to set up Products & Allocation tabs in the Investment Screen?
Hivel's Products and Allocation feature helps you see where your team's efforts are going. It shows how resources are split across your products through Jira tickets. By mapping your custom Jira labels in Hivel, you can get a clear picture of this distribution and make smarter investment decisions. Let’s walk through how to set this up.
To populate the graphs, Hivel requires information about two custom fields:
Product/Projects: This field categorizes work into distinct product lines or projects in ways you may want to monitor effort spread across projects. Examples include Payments, Data Engineering, Checkout, AI, and Compliance.
Work Type: This field categorizes tasks based on their nature or purpose such as OKRs, initiatives and more. Examples include Roadmap, Tech Debt, R&D, Customer Success, KTLO (Keep the Lights On), etc.
These custom fields enable better organization and tracking of tasks within the Hivel platform, allowing teams to effectively manage their work and visualize progress across different product lines and types of work.
Please note that we can use any name for the above that you may be or prefer using internally.
If you don't have the custom fields set up on Jira yet, you can follow the instructions here to create them.
Once you have custom fields, follow these steps:
Go to Settings screen
Under Investment Configuration, set the 2 custom fields for Product and Allocation.
That's it, all done!
The new data will be within 24 hours.
In case the data does not show up, please reach out to support@hivel.ai.
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