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Here The following is a step-by-step guide on how to create a Group Forecast in Portfolio Forecaster.

Select To create a new Group Forecast, select Create New from the Home Page or Add New from the Navigation Bar to create a new group forecast.

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  1. Start by giving your Group Forecast a name and a Confidence Level. It’s best to keep forecast names unique and concise.
    The default Confidence Level is 85%, a conservative percentile with a small amount of risk.
    If you have little room for risk, we suggest staying at this level or above, but if you’re open to taking a gamble, feel free to lower the confidence level.

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2. The second step is about defining what you would like to forecast. Begin by choosing the Data Source for your parent issue; you can choose from a Board, Project, or Filter (if you select a filter, enter the JQL in the designated area). Then select the Issue Types you would like to forecast.

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