Come for the products,
stay for the community

The Atlassian Community can help you and your team get more value out of Atlassian products and practices.

Atlassian Community about banner
4,293,653
Community Members
 
Community Events
165
Community Groups

How can I include done stories in a portfolio plan

I have created a new portfolio plan. Unfortunately user stories which are already in status Done are not included in the plan. Thus any progress on epic level is incorrect.

Is there a way to include completed stories in a portfolio plan?

2 answers

Your stories are (likely) included in your plan, you just need to make them visible.

This is assuming your issue source is a board or filter based on something simple like:

project = ABC ORDER BY Rank ASC

 

Here are a few of things to consider:

  1. Verify the completed stories are in a GREEN (Done) workflow status category if you're estimating with story points.
  2. Ensure your Status filter shows both open and completed issues.
  3. By default, Portfolio only shows issues completed within the last 30 days. Set your Completion Date filter to a date that is able to capture the oldest completion date of stories in your plan. 2000-01-01 is obviously a safe bet.

See https://confluence.atlassian.com/jiraportfoliocloud/tracking-progress-and-status-828785247.html for more information.

Is your deployment cloud or server?

The current cloud instance of Portfolio will only include open issues. The inclusion of closed issues has been logged as a suggestion in Atlassian's Jira: https://jira.atlassian.com/browse/JPOCLOUD-1267

Hope this helps!

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Posted in Jira Service Management

Jira Service Management Documentation Opportunities

Hello everyone, Hope everyone is safe! A few months ago we posted an article sharing all the new articles and documentation that we, the AMER Jira Service Management team created. As mentioned ...

215 views 0 6
Join discussion

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you