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Configuring Estimation Field for Company-Managed Projects

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Agile Poker Cloud

This part of the documentation relates to Agile Poker for Jira Cloud. If you use Jira Server go to the Agile Poker for Jira Server and Data Center documentation.

After all team members agree on an issue estimate you usually want to have the agreed value saved in some Jira custom field (we call it the estimation field).

In Agile Poker for Jira Cloud you can estimate only issues that estimation field is set as valid for the right issue types. If some issues (e.g. bugs, tasks) are not visible in Agile Poker for Jira it means you have to add an estimation field (for example Story Points) to the relevant issue type.

Adding the estimation field to custom issue type

It might happen that you don't see all desired issues in the estimation scope of Agile Poker. For example, Bug issue type doesn't have the Story Points field by default. 

To enable the Story Points for different issue types first go to the Project Settings -> Fields -> Actions/Edit Fields -> Custom Fields

Find Story Points on the list and then click on the three dots icon and select Contexts and default value.

That should let you change the context of the field to include other issue types. Click on Edit Configuration

And then please select the applicable issue types.

You may also need to add Story Points field to relevant screens sometimes the Field Configurations may also be hiding the Story Points.

Configuring Original estimate time field

In order to estimate a time field like the Original estimate, a configuration similar to the one above needs to be done.

However, there is an extra step that needs to be done: adding Time tracking to Issue screens. Unlike other fields, you won't see the Original Estimate in the list because it is managed by a larger Time tracking group of fields. It's possible that the Original estimate is present in your issue details and you can edit and save it, but it might be not available for Agile Poker if the Time tracking is missing from the appropriate Screen

In order to ad the Time tracking to a screen, navigate to Jira settings → Issues → Screens, choose a relevant screen, edit it and add the Time tracking to the list:

Alternatively, open issue details for the issue you want to estimate, click on Configure from the bottom right: 

and click on the screen mentioned on the Issue layout page to get to the corresponding Screen. 


Managing fields visibility

For scrum boards, the field can be defined in the board configuration. For Kanban boards, you can define the estimation field in the poker session settings.

Managing fields visibility in Jira is a tricky topic and we recommend using field helper for this:

  1. Open the issue you want to estimate in a new tab.
  2. Click Admin -> Where is my field as shown on the screenshot below:
  3. Type the field name and you will see why the field is not visible.


If you want to know more about field visibility take a look at the following articles in Jira documentation:

  1. Configuring a screen's tabs and fields.
  2. Associating a screen with an issue operation. 

        


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