How do I change the start date in Portfolio 2.0?

I have created a plan and calculated the scheduled. The next day (day 2 of our sprint) I made a few more changes and re-calculated the plan. Now my plan starts on day 2 of the sprint intead of day 1, pushing everything off 1 day. How can I change the start date back 1 day?

2 answers

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Hey Dwight,

Great question. Sprints calculated in Portfolio will always start from the point of calculation. If you want to set fixed dates for your sprint I recommend you create a sprint on your agile board.

You'll need to be using the board as an issue source in your plan and a team will need to be associated to that board for the sprints to be pulled into your plan (drop-down under the team name to associate the team). When you click "Start sprint" in the agile backlog you can set the start date / interval which will be carried over into your plan.

This is also recommended because you'll have much more control over the sprints between your agile board and your Portfolio plan. Adding issues to your sprint from the backlog will sync with your plan and assigning issues to a sprint from your plan will sync with your backlog.

Checkout this part of our demo video to see this in action:

Let me know if you have any questions about this.



Thank you. This is helpful.

How would this translate to the Kanban board?

I have the same question as Ammar? @Rhys Christian



Same question as Ammar as well.

I have the same issue. How can this be done when the plan is connected to a Kanban board?

@Rhys Christian (or anyone else): can you explain what's meant by "a team will need to be associated to that board?"

I answered my own question. I took this to be a Board setting to be found in JIRA Agile. It is, in fact, a Portfolio setting found on the Teams screen...there's a dropdown beneath each team name where this association is set. Hope that helps other confused persons.

Same as above: What if I don't have a Scrum board for a project or if I use a Kanban board? How do I use a fixed start date so that calculate won't mess up my plan?

Added my reply to the above answer as an anser instead of asn a reply first. No way to delete it, it seems :/. So, I have changed it to a "nonsense" message instead. Sorry about that...

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