Tracking progress and status

Track the progress of your JIRA application issues directly from your Portfolio plan.

When you connect a Live Plan with your boards and projects, Portfolio detects the estimation unit they have:

  • If your items are estimated in hours or days, Portfolio will automatically use the time-based progress tracking.
  • If you estimate your items in story points, point-based aggregation applies. 
  • If you connect to boards and projects that have different plan units, Portfolio allows you to choose the estimation unit during the plan creation.
  • If you leave your issues unestimated, progress is calculated based on the issue’s resolution field and the progress of child-issues.

Once your plan is created, the progress bar is  displayed for individual items, and for parent issues as an aggregate of all their children. You can also check the progress of releases in the release view.

The progress tracking bar

The progress status bar shows the unestimated issues in relation to items that are estimated. This allows you to see the percentage of work done on estimated items as well as the issues that are still outstanding and require work.

  • Issue Status: It shows the actual workflow status of these issues.
  • Progress: Sum of logged wok on the linked JIRA applications issues, as well as their child elements. 
  • When a parent issue is expanded, the bar shows the total progress of all the child stories. 
  • Items with no progress are displayed as a faded grey line. 
  • Stories that are in progress show the completion percentage as a green line. 
  • Completed issues show a full green line.

  • If an uncompleted child is part of a completed parent, Portfolio shows a warning saying that the parent issue is already done and therefore, the parent progress calculation won't take the children into account.

How to use the progress tracking

  1. Check out the progress tracking bar by selecting your plan > Scope and clicking the bar to see the details.

  2. Use the scope filters to sort by status, completion date and schedule range. See  Scope filters.
  3. In order to see the updated progress, make changes to the issues and click Calculate.
    • If an epic has an estimate but its children have no estimates. When you set the epic issue to done or log work time, the children's' progress bar will be marked as completed.
    • When a children issue is marked as completed, the epic progress bar will show progress and the amount of completed points/time.You can also check the release progress by going to your plan > Releases.
  4. If an issue has multiple releases assigned, the progress of the releases depends on whether the the assignments were manual or automatic:
  • Manual assignments:
    Issues progress contributes to the first releases that is assigned to the issue.
  • Automatic assignments
    The issues progress contributes to the last assign release.

Issues must meet the following conditions to be included and aggregated in Portfolio:

  • The status filter is set to open and completed.
  • Completed since filter is set to the desired timeframe.
  • The issue has a resolution date is set.
  • Issue status is green. it is technically possible to have an issue status that is called "done", but it is not in the green category.
  • Filter used as issue source includes completed issues. Filters behind boards usually contain completed issues, but if you're using a custom filter as a source for the plan, you'll have to verify that the completed issue shows up when you run the same query in JIRA application issue search.
  • Issue has a fixVersion set and it's part of Portfolio's plan.

  Time based progress tracking

Time progress is measured by time logged on tickets and remaining estimates. When an issue is resolved, Portfolio displays it as completed, showing 100% progress. When work time is logged for an issue, its progress is calculated as follows:  

If no remaining effort is set, the original estimate is considered and the progress is aggregated up the hierarchy.

When an issue is set to resolved, the bar will be changed to 100% complete.

Story point progress tracking

Story point progress is calculated from the estimates set in JIRA application issues. Portfolio considers an issue "Completed" when it is assigned to any status of the "Done" category, e.g, green category. The progress of an epic is computed as:        

If your issues have no estimation. Progress is calculated based on the issue’s resolution field and the progress of child-issues.

Calculating Progress for Issue with Child-Issues

If the issue does have child-issues, progress is calculated as follows:

Calculating Progress for Issues Without Child-Issues

If the issue does not have child-issues:

  • If the issue is resolved (Resolution field is not empty), the progress is 100%.
  • Otherwise, the progress is 0%.

Issues without estimation

The following fallback is used if your issues have no estimation. Progress is calculated based on the issue’s resolution field and the progress of child-issues.

Calculating Progress for Issue with estimates

If the issue have estimates, progress is calculated as follows:

Calculating Progress for Issues without estimates

If the issue does not have estimates:

  • If the issue is resolved (Resolution field is not empty), the progress is 100%.
  • Otherwise, the progress is 0%.


Related topics

                   Using scope and dependencies

                   Assigning issues to sprints

                   Adding target dates

                   Creating and deleting issues

                   Re-prioritizing work items

                   Configuring the scope view

                   Using scope filters

Last modified on Jul 11, 2017

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