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How do I change the start date in Portfolio 2.0?

Dwight Thompson

I have created a plan and calculated the scheduled. The next day (day 2 of our sprint) I made a few more changes and re-calculated the plan. Now my plan starts on day 2 of the sprint intead of day 1, pushing everything off 1 day. How can I change the start date back 1 day?

Accepted answers

Rhys Christian_7so9sa

Hey Dwight,

Great question. Sprints calculated in Portfolio will always start from the point of calculation. If you want to set fixed dates for your sprint I recommend you create a sprint on your agile board.

You'll need to be using the board as an issue source in your plan and a team will need to be associated to that board for the sprints to be pulled into your plan (drop-down under the team name to associate the team). When you click "Start sprint" in the agile backlog you can set the start date / interval which will be carried over into your plan.

This is also recommended because you'll have much more control over the sprints between your agile board and your Portfolio plan. Adding issues to your sprint from the backlog will sync with your plan and assigning issues to a sprint from your plan will sync with your backlog.

Checkout this part of our demo video to see this in action: https://youtu.be/LexaHkZls3g?t=976

Let me know if you have any questions about this.

Cheers,

Rhys

All comments

Rhys Christian_7so9sa

Hey Dwight,

Great question. Sprints calculated in Portfolio will always start from the point of calculation. If you want to set fixed dates for your sprint I recommend you create a sprint on your agile board.

Checkout this part of our demo video to see this in action: https://youtu.be/LexaHkZls3g?t=976

Let me know if you have any questions about this.

Cheers,

Rhys

Dwight Thompson

Thank you. This is helpful.

Ammar Malik

How would this translate to the Kanban board?

unknown

I have the same question as Ammar? @Rhys Christian

Ronny Hanssen

Added my reply to the above answer as an anser instead of asn a reply first. No way to delete it, it seems . So, I have changed it to a "nonsense" message instead. Sorry about that...

Amy Kearns

I would also like to know how this can work for a kanban board please?

Josh Berman

Unfortunately, there is not a way to set the start date for kanban.

Joseph Narai_5dbp06

I have a project based on kanban we started back on Feb 18. I've been tracking, everyone has been logging time, etc. all going well. Today I accidentally hit calculate, and all of the epics and tasks have shifted to starting today (March 6) ... how can I get my state back to start on Feb 18? I'm completely screwed if this is unable to be put back somehow! Please help!

Kim Clark_7bw9jb

I have the same issue. There has to be a way to set the start date but I can not find it.

Joseph Narai_5dbp06

Just for anyone interested, this is a philosophical issue, rather than tracking and showing progress like a traditional gantt chart... the portfolio gantt just recalculates remaining work from the day you hit calculate. It's not what I expected, but does make sense according to their philosophy...

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