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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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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Configurations are saved per user per project. This means that in any one project, every user can have their own forecast configured. And every user can have a separate forecast configured in each project. Keep reading about how to change your configurations! |
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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For epics, it tells how many epics it found in a Jira workflow state having a status category other than COMPLETE.
For versions, it tells how many versions it found that haven’t been released.
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Choose the historical data used for forecasting
In order to forecast, the Portfolio Forecaster for Jira needs to have at least 10 historical items to put through our Monte Carlo simulation. By historical items we mean finished Jira issues (those who are in a workflow state with a status category of complete.)
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Remember, you must have at least 10 items to run the forecast. |
Common questions
Why are my Epics not showing as In Progress?
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Why isn’t my field visible for filtering Epics/Versions or Historical Data?
Not all fields are available to us for filtering via the user interface. If your field isn’t showing up, put in a request via our support portal.
Next Step
Once you’ve configured your data, it is time to choose a forecast certainty.