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Is there a good document for both current UX and new UX on how scheduling and order happens?

I am working on rollout Portfolio and supporting the rollout.

 

I am asked several times on why the hierarchy in portfolio (phases, themes, epics) are not ordered on how it was originally setup.

 

I try to explain how portfolio schedules using backlog, Release/FixVersion, sprints, etc.

 

It would be great to have a good document to point people to for current UX and new UX.

1 answer

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Tarun Sapra Community Leader Mar 08, 2019

Hello @Scott Torbert 

Indeed the auto-scheduling in portfolio can get confusing for lot of users. 

Here's an KB article about it - https://confluence.atlassian.com/jiraportfolioserver0224/scheduling-behavior-967311554.html

Also, the scheduling factors are listed on the issue itself on the portfolio.

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