Scheduling issues is as easy as adding the duration for issues directly in your timeline. Alternatively, you can add target dates for the issues, and these dates will display in the timeline section accordingly.
Set the duration of work for an issue
|2||Set the target dates of an issue|
To quickly remove a date for an issue, click the x icon next to the date.
|3||Monitor the status of releases|
While scheduling work for your team, we recommend you keep track of the status of the releases in your plan.
Click one of the release icons in the timeline section, to view more details about the release.
Sample release icons and details
You can also use the releases view to monitor all the releases in your plan.
- In the improved interface, Coordinated Universal Time (UTC) is always used when handling the dates of issues. This is different from Portfolio for Jira live plans, which use system-enabled dates.
- Depending on how dates are configured in Jira, the dates may sometimes vary across Portfolio for Jira and Jira. This means that an issue's dates in Portfolio for Jira may be different from its dates in Jira.
- When scheduling child issues, the start dates and end dates of these issues roll up to the dates of their parent issues. Effectively, this means:
- the start date of a parent issue would be the earliest start date of all its child issues,
- and the end date would be the latest end date of all its child issues.
It's important to note that the change in ranking behavior can produce different scheduling results between live plans (any version from 2.0 to 2.27) and plans with the improved interface (version 3.0 and later). For example, even if issues are placed in the same order across both types of plans, the resulting scheduling results between these types of plans will be different.See Prioritizing issues to know more.
To reschedule issues, do one of the following actions:
- Drag and drop the schedule bar of an issue to its new schedule.
- Edit the duration of an issue by dragging one of the sides of the schedule bar accordingly.
- Change the target dates of an issue in the fields section.
Scheduling issues according to sprints
Before you begin, note that this only applies to issues sourced from Scrum boards and when issues are assigned to Scrum teams.
When a team and a sprint are set for an issue, the target start and end dates of that issue are automatically derived from the assigned sprint.
Sample plan, with target dates of issue aligning with sprint dates
- You can still change the target dates of an issue if needed, even if the target dates are automatically derived from the assigned sprint.
- If you reschedule an issue and its target dates no longer match the dates of the assigned sprint, this will not change the sprint assignment.
Caveats when scheduling issues according to sprints
There may be times when sprint data can't be loaded, either accurately or completely, into a plan, and this can be due to several factors:
|1||The issue sources being used by the plan are not boards|
If a plan has multiple issue source types, sprint data will only be displayed for the issues that are sourced from boards. Issues sourced from projects or filters will not display any sprint data in the roadmap.
There's no workaround for this. The only way to display sprint data is to use the corresponding boards as issue sources for the plan.
|2||The issue may be assigned to a sprint that's not in the plan|
|3||The same sprint may be appearing in more than one Scrum board|
Depending on the number of sprints on each board, the common sprint could have different dates on the timeline. This only happens for future sprints, since sprints are not given any dates until they become active.
For example, we have 2 boards, Board 1 and Board A, and we have Common sprint appearing on both boards. Both boards have Scrum teams associated with them, and these teams work on 2-week iterations. Both teams also have an active sprint.
Both boards have the following future sprints:
With the above conditions, when you group issues by team and show capacity on the timeline, Common sprint will be occurring at different times in each team swimlane:
This inconsistency will just happen while Common sprint is a future sprint. Once it becomes an active sprint, the dates will resolve themselves across the team groupings on the timeline.
Read on for more details...
|4||Two (2) teams share the same sprints, but the teams have different iteration lengths configured|
This is related to caveat #2 — the only difference is that it's the iteration length configured for the teams that is inconsistent.
For example, you have 2 teams, Team 1 and Team 2, and they're both working on Common sprint in their respective Jira boards, and both boards also have an active sprint.
The teams work in the following conditions:
Even if Common sprint is the 2nd sprint in the sequence for both team boards...