Original estimate (Effort mode)

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Original estimate (Effort mode)

Original estimate (Effort mode) (old navigation)

This is the default Effort Mode - the 'Original estimate' is evenly distributed between the working days in the task period. The non-working days are ignored in the calculation.

You can define the working and non-working days by editing the Workload plans, Holiday Plans, or Absence Plans.

Add the ‘Time Tracking’ field to your issue screen to enable Original Estimate, Remaining Estimate and Time Spent/Logged options.

Effort calculation

For example: The 'date picker' type fields are used to determine both start and end position of the task. This means that changing the duration of a task does not change the Original Estimate field value. The BPV-4 task is estimated to take 2 weeks (Original estimate = 2w) and the duration of the task is 1 week. Calvin is assigned to the task. The Original Estimate value is evenly distributed over the duration period so the 80h / 5 d = 16h/d. As the allocation or the planned workload exceed the daily capacity, the workload and remaining capacity bars are colored red:

You can click on a task to see the task details:

You can stretch a task to avoid over-allocation. To do that, drag and drop the right edge of the task:

image-20240117-105635.png

You can also switch to the 'Teams' view and assign a team comprising of multiple members who will work on that task. For example, the Team Smartwatch has four members and has a 32h/d capacity, which means that we can reduce duration of the task to three days and still be left with some remaining capacity:

image-20240117-105655.png

Warnings 

Warnings can help you in resolving the most common problems. To enable Warnings go to View > Warnings.  If a task does not have an Original Estimate available, a red line contours the Task (if Warnings are enabled). Click on the task to show the warning in the task detail dialog:

To locate tasks without a time estimate you can create a Quick filter: 'time estimate is empty'.

image-20240117-105716.png

 

Original estimate (Effort mode) (new navigation)

This is the default Effort Mode - the 'Original estimate' is evenly distributed between the working days in the task period. The non-working days are ignored in the calculation.

You can define the working and non-working days by editing the Workload plans, Holiday Plans, or Absence Plans.

Add the ‘Time Tracking’ field to your issue screen to enable Original Estimate, Remaining Estimate and Time Spent/Logged options.

original-estimate.png

Effort calculation

For example: The 'date picker' type fields are used to determine both start and end position of the task. This means that changing the duration of a task does not change the Original Estimate field value. 

Example

The BPV-4 task is estimated to take 2 weeks (Original estimate = 2w) and the duration of the task is 1 week. Calvin is assigned to the task. The Original Estimate value is evenly distributed over the duration period so the 80h / 5 d = 16h/d. As the allocation or the planned workload exceed the daily capacity, the workload and remaining capacity bars are colored red:

You can click on a task to see the task details:

original-estimate-calculation.png

You can stretch a task to avoid over-allocation. To do that, drag and drop the right edge of the task:

You can also switch to the 'Teams' view and assign a team comprising of multiple members who will work on that task. For example, the Team Smartwatch has four members and has a 32h/d capacity, which means that we can reduce the duration of the task to three days and still be left with some remaining capacity.

Warnings 

Warnings can help you in resolving the most common problems. To enable Warnings, go to View > Warnings.  If a task does not have an Original Estimate available, a red line contours the Task (if Warnings are enabled). Click on the task to show the warning in the task detail dialog:

To locate tasks without a time estimate, you can create a Quick filter: 'time estimate is empty'.

calculation-warnings.png

 

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