Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in
Celebration

Earn badges and make progress

You're on your way to the next level! Join the Kudos program to earn points and save your progress.

Deleted user Avatar
Deleted user

Level 1: Seed

25 / 150 points

Next: Root

Avatar

1 badge earned

Collect

Participate in fun challenges

Challenges come and go, but your rewards stay with you. Do more to earn more!

Challenges
Coins

Gift kudos to your peers

What goes around comes around! Share the love by gifting kudos to your peers.

Recognition
Ribbon

Rise up in the ranks

Keep earning points to reach the top of the leaderboard. It resets every quarter so you always have a chance!

Leaderboard

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
4,458,368
Community Members
 
Community Events
176
Community Groups

Portfolio --> Plan - Issue status and Plan start date questions

Hi,

I have 2 questions with Portfolio --> Plan that I created:

1. I don't see the Issues that are closed under the Scope. For the Progress bar to show done v/s open status, wanted to add all the Issues even with Closed/Completed status. Can I manage what Issue status should be included when I create plan? I know i did not filter out the Issues that are closed.

2. How can I create a Plan with the Start date in the past? 

Regards,

Harin

1 answer

Hi Harin,

Are you using the new Portfolio Planning Experience, or the standard Live Plans on the existing version? If it is the latter:

  • There are 2 filters available for Closed items. In the filter bar, select More to the right of the search field and there are 2 options to select:
    1. Completed - This will filter to show you your completed issues from a specific time frame
    2. Statuses - This will show you all the statuses of issues within your plan - you can include/exclude statuses of items to display in your plan
  • If you are looking for items that were already Closed at the time of creating the plan, I believe Portfolio will not pull these in. You would need to change the status of these items back to an Open or In Progress status, create or update the scope in your plan, then re-close the items to appear.
  • You can alter the dates in the filter to show you past dates, but you cannot use Portfolio's scheduling algorithm to factor in past dates. This is why this is called a "Live Plan". You could however use Target Start & End Dates against issues in the hierarchy and set these to past dates. You would also need to update your settings in Configure > Unestimated item scheduling > Custom and then select these date fields in order for these to appear within the timeline.

Hope this helps.

Suggest an answer

Log in or Sign up to answer
TAGS

Atlassian Community Events