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


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? 



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.

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