How to keep estimate changes in sync between JIRA and Portfolio?

If an estimate change is made in Portfolio to a JIRA issue, it doesn't appear to be applied to the same issue in JIRA (and vice versa). Please advise.

1 answer

1 accepted

0 vote

Hi Linda, in the plan configuration options (Plan > Configure > Synchronization Settings) there is an option to turn auto-sync on or off for estimates. The sync is 1:1 in case of story points. In case of time-based estimates, changes to the original estimate in JIRA are synced back to Portfolio with this option (and vice-versa). However, changes to remaining estimate in JIRA (e.g. because someone makes progress on the issue or logs time which reduces the remaining estimate) are not automatically synced back. The reason for this is that it would constantly, implicitly reduce the remaining effort to be scheduled, which would distort the plan if not updating the plans' start date as well. Therefore, for this case the recommendation is to run an explicit plan update regularly (e.g. after every sprint, or weekly depening on the teams' process), via Plan > Update from date. this will adapt the remaining estimates and set a new start date for the plan. 

Summarizing: 

  • Sync Settings / Auto-sync keeps values in sync during the actual estimation phase, focusing on original estimates
  • To keep the plan up to date with progress and reduced remaining efforts, run a "plan > update from date" on a regular basis

 

 

Thank you, Martin!

Suggest an answer

Log in or Join to answer
Community showcase
Sarah Schuster
Posted Jan 29, 2018 in Jira

What are common themes you've seen across successful & failed Jira Software implementations?

Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...

3,323 views 14 20
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot