Trellis Profile

Trellis Scores are a proprietary scoring mechanism from SEI. Your Trellis Score helps you understand your team's productivity. Trellis Scores are calculated from factors such as code quality, code volume, speed, impact, proficiency, and collaboration. You can adjust the weight given to each factor.

Note: The 202402.1 release includes a new Trellis Profile configuration settings, which enhance the effectiveness and accuracy of Trellis metrics calculation. To learn more, go to Trellis Factors

Create the Trellis Profile

  1. Go to the Trellis Score Profiles under the Settings.

  2. Click on the +Add Profile on the top right section of the page to add a new profile.

  3. Add the Name of the profile and provide a description (optional).

  4. Click on Save on the top right section of the page.

PREDEFINED TRELLIS PROFILES

Some Trellis profiles are automatically created when you create a project or add certain types of integrations. You can associate predefined profiles with Collections.

You can't delete predefined profiles. If you don't want to use a predefined profile, make sure it isn't associated with any Collections.

Prerequisites

  1. Access to the SEI project with admin access.

  2. At least one contributor must be present in the newly created account to view data in the trellis widget.

Adding Contributors

Trellis Widgets will populate data only when there is at least one contributor within the account. This can be achieved through the following methods:

Manual User Addition

  1. Go to the Contributors section within your account

  2. Make the necessary updates to the user's information, including their email and related integrations and save your changes.

Importing Users via CSV

  1. Go to the Contributors sections within your account.

  2. Export the Contributors data using the "Export CSV" option.

  3. Edit the exported CSV file to include necessary details, such as email addresses and corresponding contributor-related integrations for the users you wish to add.

  4. Save the edited file and Import it using the "Import Contributors" option within the UI.

Basic Info​

Configure basic information for the Trellis profile, such as a Name and an optional Description.

Associations and exclusions​

In the Association section of your Trellis profile, you can map Collections to the Trellis profile, map development stages, and configure exclusions.

  • Associations: Select Collections to associate with this Trellis Profile.

  • Development stage mapping: Select relevant development stages as defined in your issue management tool. This is useful if you want to attribute scores to developers based on their contributions at different stages of a project's life cycle.

  • Exclusions: Exclusions are useful in scenarios where you want to ignore certain types of PRs and commits.

    • Exclude pull requests: List PRs to exclude from Trellis Score calculations. If excluding PRs, the commits associated with those PRs are also excluded.

    • Exclude commits: List commits to exclude from Trellis Score calculations. If excluding commits, only the commits are excluded. PRs that contain those commits are not excluded, unless you also excluded them in Exclude pull requests.

Factors and Weights

In the Factors and Weights section of your Trellis profile, you can configure the Factors (Quality, Impact, Volume, Speed, Proficiency, and Leadership and Collaboration) that contribute to your Trellis Score.

In the main Factors and Weights section, you can:

  • Enable and disable individual factors to include or exclude them from your Trellis Score calculation.

  • Adjust the weight of each factor. Assign a low weight (1-5) to make less important factors have a lower impact on your score. Assign a higher weight (5-10) to make more important factors have a higher impact on your score. Weights are relative. For example, if all factors are weighted 5, then all factors are still equal.

In the subsections for the individual factors, you can:

  • Adjust the metrics that are included in each factor's calculation. For information about the metrics behind each factor, go to Trellis Score.

  • Define target performance ranges for each metric.

Enable the Impact factor

To include the Impact factor in your Trellis score, you must associate an Investment profile with your Trellis profile. This is required because the categories defined in the Investment profile serve as input parameters for the metrics that contribute to the Impact factor.

  1. If you haven't done so already, create an Investment profile.

  2. Go to the Associations section of your Trellis profile, and select the relevant Investment Profile.

  3. Go to the Factors and Weights section of your Trellis profile, enable the Impact factor, and assign a suitable weight.

  4. Go to the Impact section of your Trellis profile, and select the metrics and categories that you want to include in the Impact factor.

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