The following is a step-by-step guide on how to create a Group Forecast in Portfolio Forecaster. You now have more flexibility when creating your forecast and have the ability to save them as well.
To create a new Group Forecast, select Create New from the Home Page or Add New from the Navigation Bar.
Missing Versions? They were not supported during our initial release, but we hope to add them back soon!
The first page
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.
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.
In the third step, you will confirm the amount of historical data you would like to use for this forecast.
In the fourth and final step, you will choose which permissions the chosen user or groups should have.
A user with Admin Permissions can Edit and Delete a forecast, while a user with View Permissions can only view it.