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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!

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