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.
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.
Only users who are part of the selected teams will be able to view and access the workspace and its board.
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
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.
📌 Note: Only the selected teams will be able to view and plan within this workspace.
Click Save to create the workspace.
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.
Important: Teams not added to the workspace cannot be included in any Program Board.
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