Scheduling unestimated items based on default estimates
For every hierarchy level that you configure in Portfolio for Jira, you can set a default estimate. This helps you see your issues in the schedule without the need of adding estimates to all of them.
When you import issues that are mapped to the defined hierarchy levels, those issues will take the configured default estimate — unless there is already a defined estimate.
To define a default estimate per hierarchy level:
- Go to your plan via Portfolio (in header) > View Portfolio > click your plan.
- Click more (
) next to the plan name > Configure > Scheduling. - In the Unestimated item scheduling section, select Base on default estimates.
Now, the default estimate options will become visible for each hierarchy level. - Select a default estimation per hierarchy level.
We apply default estimates to unestimated issues if the respective hierarchy level is defined in the plan's planning unit.
Notes:
- The default estimate applies only to unestimated issues in your plan.
- You can define independent default estimates for time-based or story point-based.
- When switching the planning unit from story points to time-based, the default estimate will be switched.
- If there is a parent with children, and one child has an estimate, the parent won't get default estimate because it will take the child aggregated estimates and therefore, it is not considered unestimated.
- If the children have no estimate, the parent will receive the default estimate.
As you can see in the following screenshot, we have a plan with several unestimated items.
- We follow the steps above and go to more () > Scheduling.
- Under Unestimated item scheduling, we select Base on default estimates.
Now, the default estimate options will become visible for each hierarchy level.
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Last modified on Nov 2, 2017
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