Getting started with Savah
To begin using Savah for PI (Program Increment) Planning, you need to ensure that your teams and users are already set up within the system. This guide will walk you through the initial setup — from workspace creation to preparing your first Program Board.
Step 1: Prepare your teams and users
Before creating a workspace:
Ensure that all teams you want to include in PI Planning are already created.
Users must be added to these teams so they can access the PI Planning workspace.
Step 2: Enable super admin role
Only users with the Super Admin role can create workspaces. If your account doesn't currently have Super Admin privileges, an existing admin can enable it by going to:
User Directory → Edit User Details → Enable Super Admin
Step 3: Create a Workspace
To create a new PI Planning workspace:
Click the Create Workspace button.
Enter the title for your workspace.
Choose an Integration Account (Optional) from the dropdown list.
If needed, you can create a new account by clicking the ‘+ Integration’ button
Select the teams that will participate in this workspace.
If needed, you can create a new team by clicking the ‘+ Team’ button.
Select the teams that will participate in this workspace.
Click Save to create the workspace.
Step 4: Create a Program Board
Once your workspace is created:
Navigate to the workspace and click on Create Program Board.
You will only be able to select teams already part of the workspace.
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