Omitting 'Completed' Ideas from Weighted Formula

[Nelson Tang]

Hello - I have a list of ideas on JPD with a prioritization score (weighted). Once I complete an issue, I would like it to be removed from the view (which is achievable by filters), but also I need the normalization to only consider the ideas in my view (ie ignore the completed idea).

Expected:

• Complete Idea A that is 100 pts
  • Idea B is next highest with 60 pts
• Idea A is removed from the view
  • Idea B is now the highest at 100 pts

Actual:

• Complete Idea A that is 100 pts
  • Idea B is next highest with 60 pts
• Idea A is removed from the view
  • Idea B is still at 60 pts

It's hard to make decisions on prioritization on what to do next when the normalization is reflecting completed ideas

[Pieter Helsen]

Just tried whether filtering the idea from the view based on its status would alter the score, but it doesn't (which, when I think about it, is expected, since one view should not show a different impact score compared to another).

With the 'done' ideas filtered out, I do feel that just picking the 'highest in the list' is probably still a viable way of choosing what to do next, but it would be nice to have the option at least to do what you propose. Functionally, you'd probably have the impact score for completed ideas set to '--' or something similar in the view and then recalculate the impact of the other ideas accordingly. 

For your reference; we have an 'impact calculation' view which we use to assess the values that make up the impact score and then use to plan our next release (just picking the top ideas from several buckets). The view filters on 'Status' (no completed ideas) and groups on 'Bucket' (similarly to the JPD team's setup) where we have multiple buckets of work and we try to pick one or more from each bucket to make up the release. That way Non-Functionals don't get pushed to the bottom of the list for instance. 

[Nelson Tang]

Thanks Peter - this is an interesting workaround

[Josh White]

Agree - without this, over time, the scoring will become difficult to make sense of

[Andrian _]

Could you clarify if 'prioritization score' is a custom field you've created, if so sounds like the value is something you've assigned?

If so, it sounds like you'll need to set- up an automation for it, though it could be complicated because it's not just the 'next' idea you need to update, but all ideas not yet 'completed'.

[Nelson Tang]

The challenge with custom fields is that I'm using the 'weighted' method and not the formula. I still want the normalization approach but only on 'relevant' ideas (ie ideas that have yet to executed)