This article covers how to read and interact with your actual forecast. Want to play around with What If scenarios? Read about simulation mode instead.
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Reading your actual forecast
Your forecast is a table broken down into two sections: In Progress and Not Started
Here’s what each column tells you
Column | Explanation |
|---|---|
“Epics” or “Versions” | Items that you are forecasting. If an epic or version doesn’t have any remaining work to complete then it’s filtered out. Clicking on the item’s title will take you to either the version’s release page or the epic itself. |
Desired date | The due date in your epic or the release date for your version. |
Desired likelihood | How likely it is that the item will be finished by the desired date. |
Items remaining | The number of items that should be done in order to complete the epic or version (excluding subtasks). |
Forecasted date | Given the data configurations and forecast parameters set, you should finish this item on or before this date. (The likelihood of this outcome reflects your chosen forecast certainty.) |
Reordering items
On your actual forecast view, the epics and versions are separated into two groups: Started and Not Yet Started. You can reorder items within a group but you can’t reorder items not yet started above items already in progress when you are in your actual forecast mode. To do that, go to simulation mode and play around with how the forecast changes when you change priority.
Use the vertical order (stack ranking) of the individual rows to simulate the sequencing or order in which the work will be done.
You can reorder rows by drag and drop. As soon as you move one item you’ll see this banner:
We suggest that you make all of the changes you want and THEN recalculate as the calculations can take time.
Next Step
Now that you know how to get an actual forecast, you’re ready to jump to simulation mode and play around with some What If? strategies!