見積りを持たない項目のスケジューリング

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This page discusses the usage of Portfolio for Jira live plans. If you're using the redesigned planning interface, see this page instead.

The automatic scheduling mechanism in Portfolio for Jira is one of its core capabilities, and it provides a better way for you to optimize and allocate resources realistically.

プラン スケジュールで作業項目が紺色または水色の背景色で表示されます。

  1. Dark blue work items are estimated, and are thus scheduled by the automatic scheduling mechanism in Portfolio for Jira
  2. Light blue work items are unestimated, but are scheduled because these have either a sprint, a release, or targets dates assigned to them
  3. Light blue bars on work items indicate dependencies between work items in the backlog:
    • if the light blue bar is at the beginning of an issue, that issue is dependent on another issue

    • if the light blue bar is at the end of an issue, that issue is a dependency for another issue

For unestimated light blue work items that have been scheduled...

  • If the plan is using a project or JQL as an issue source, sprint data will not be added to the plan.
  • If the plan is using a Scrum board as an issue source, sprint data will be added to the plan if the board is assigned to the team in the plan.

Long-term work usually has a higher level of uncertainty, and there may be times when work items in your plan are still unestimated. This can be due to a variety of reasons – perhaps at the time of planning, there aren't enough known factors yet, for you to assign accurate estimates to these work items. However, for the sake of preparing and communicating your roadmap to stakeholders, you may still need to push forward and schedule these unestimated items

Unestimated work items don't actually get scheduled in Portfolio for Jira. But if these items have manually assigned sprints or releases, Portfolio for Jira will display these items in light blue shade in the schedule. The visibility of unestimated items is limited to the information provided for the work items:

  • The length of the unestimated items come either from the release duration or the sprint duration. If you have both set, the sprint length takes priority over the release duration.
  • The Schedule range filter will filter unestimated items out, and you won't be able to see them.
  • 固定のリリース割り当てがある場合でも、リリースに期間または固定された終了日が設定されていない場合、項目は表示されません。

By scheduling unestimated items using one of the following options, Portfolio for Jira can produce a more sensible schedule, even if you're just doing high-level planning of your work:

Base on default estimates

Portfolio for Jira will schedule unestimated work items based on the default estimates that you configure for each hierarchy level.

  1. プランで、プラン名の横に表示される [その他] () > [設定] > [スケジュール] をクリックします。
  2. In the Unestimated item scheduling section, select Base on default estimates.
  3. Set the default estimate for each hierarchy level.

The default estimates will be applied to the unestimated issues in the plan, if the respective hierarchy level is defined in the plan's planning unit.

次の点に注意してください。

  • 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.
  • 子課題を持つ親がいて、子の 1 つに見積りがあった場合、親に既定の見積りは割り当てられません。これは、親は子の見積りの集計値を持ち、見積りを持っていると見なされるためです。
  • 子課題が見積りを持たない場合、親には既定の見積りが割り当てられます。
  • 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.

Base on target dates

Portfolio for Jira will schedule unestimated work items to last the duration of their assigned sprint, release, or target date.

  1. プランで、プラン名の横に表示される [その他] () > [設定] > [スケジュール] をクリックします。
  2. In the Unestimated item scheduling section, select Base on target dates.
  3. Click Calculate.

例:

Let's say have the MEX-16 Horizon expansion epic, which contains several stories, and none of these stories are estimated.

You'll need to assign MEX-16 Horizon expansion epic to a release that has a fixed end date. Then, when you click Calculate, the epic will be shown in the timeline as unestimated issues having the duration of that release.


カスタム

Portfolio for Jira will use the custom dates that you set, as the start and end dates of unestimated items in your plan. These custom dates come from the custom fields that are configured in your plan.

  1. プランで、プラン名の横に表示される [その他] () > [設定] > [スケジュール] をクリックします。
  2. In the Unestimated item scheduling section, select Custom.

If you don't set any custom dates, then the start and end dates of the unestimated items will take the default values of target start and target end dates, correspondingly.

オフ

By choosing not to schedule unestimated items, Portfolio for Jira will ignore any unestimated items in your plan. These items will not have any impact on the schedule as well.

最終更新日 2020 年 4 月 20 日

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