Defining an estimate method conversion factor
In some cases, you might have different issue sources with different estimation methods, but you want to import them into one Portfolio plan. A plan can only have one estimation unit and therefore, you will have to convert estimates of the secondary planning unit to the primary planning unit. In this section, you'll learn how to select a conversion ratio that will convert time to story points once your plan has been created.
The conversion factor is only applied to issues coming from the respective issue source that don't have an estimate set in the plan's planning unit.
If one plan is using story points and in the other you have time-based remaining estimates. Only those coming from the story points source show up as estimated in the table.
Go to your plan > click located next to the plan name > Configure > Issues sources.
To define the conversion rate, click Advanced settings, which is located next to the boards where you want to apply the conversion rate.
In the new window, select On and define the conversion rate you want to apply.
- Click Save.
- Refresh your plan by selecting Calculate.
If you have an issue associated with multiple issue sources, Portfolio will only consider the conversion factor of the first source.
Whenever you commit estimate changes back to Jira, the estimates will be set in the plan's planning unit.
If you have an issue with remaining estimate = 2 hours, and you apply a conversion factor of 1 hour = 1 story point, when you convert the time, you will have the issue with 2 story points.
However, if you want to go commit the new issue estimate back to Jira, the result will be 2 story points and 2 hours remaining. That is when committing back to Jira, no conversion is applied.