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This article walks through the following information about the Portfolio Forecaster (Beta)

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What happens when you load the page

When you access Portfolio Forecaster for Jira from a particular project for the first time, it will make some default selections for Epics / Versions and your Historical Data based on the project you are in and begin calculating your forecast.

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titleChanges in Version 1.1 - Coming Soon

In this new version the calculation will not start automatically. It will allow you to first adjust your configurations and then click “Start the Calculations” when you are ready!

  • Default Epics / Version selection: Default selection is all unfinished Versions or Epics (those that haven’t started yet or are in progress) within the current project.

  • Default Historical data selection:Default selection are all Jira issues (excluding Epics or subtasks) finished within the current project in the last 90 days

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Choose which specific items to forecast

We’re using images from the epics forecasting in this document, but the instructions are the same for both epics and versions.

To configure the fetching of the data to load - simply click on the “Change” link in the Epics Selection or Version Selection box.

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