Scheduling unestimated items based on default estimates

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For every hierarchy level that you configure in Portfolio, you can define a default estimate, which help you to 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 hierarchical levels, those issues will take the configured default estimate unless there is already a defined estimate.

Follow these steps to define a default estimate per hierarchy level:

  1. Go to  > Scheduling > Unestimated item scheduling.
  2. Under Unestimated item scheduling check Base on default estimates.
    Now, the default estimate options will become visible for each hierarchy level.

  3. 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.


メモ:

  • Default estimate apply 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.

  1. We follow the steps above and go to  > Scheduling.
  2. Under Unestimated item scheduling  we check Base on default estimates.



    Now, the default estimate options will become visible for each hierarchy level.





関連トピック

                   Configuring the hierarchy levels

                   Configuring plan settings

                   依存関係スケジュール

                   Scheduling unestimated items based on target dates

                   Defining an estimate method conversion factor

最終更新日 2017 年 7 月 24 日

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