How can I include done stories in a portfolio plan

Stephan Wegscheider February 20, 2018

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

0 votes
Cameron Eldridge March 4, 2018

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.

0 votes
Marie F. Kent February 27, 2018

Is your deployment cloud or server?

Stephan Wegscheider February 27, 2018

It's on cloud.

Marie F. Kent February 28, 2018

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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