portfolio plan distorted after editing the source

Anna Hambarian

After editing the source in Portfolio in order to add newly created items from Jira, the plan was reset and now the start date is current date and all issues that were done up until this point are not displayed anymore. How can I fix this or somehow revert the plan to original?

Earl McCutcheon

Hi Anna,

Portfolio is designed to be a forward looking tool to tell you what you still can do vs a reporting tool on what you have done.  And when you run issue import that occurs during the update to the issue sources it sets the baseline to that point to the most recent starting variable, and does not by default look at older issues.

The Agile reports built into the project reporting will give a lot more details on past issue behavior than portfolio for long term tracking and reporting options as well as dashboards using gadgets with saved filters, or third party reporting tools that can extend the reporting functionality found on the marketplace.

However there are options to expand the data to include issues outside the current scope table,  if you go to the "More" dropdown and pick "Completion Date", then on the menu, select "Custom Date" and set it to the date range you want to include for issues already completed.

Regards,
Earl