50h / 120h = 0.4167 or 41.67% Progress calculation based on a fixed total number of hours logged The fixed total number of hours logged configuration setting ignores all original and remaining estimates of the issues within the scope of the folio. With this setting the progress calculation will only take into account all logged hours on the issues within the scope and compare it to the total fixed logged hours. This scenario is suitable for work within a fixed contingent of working hours or if you have only an estimation of your complete project. E.g. service or maintenance contracts. Progress calculation based on project calendar progressUsing this scenario will always adapt the progress of your project according to the calendar progress. Progress Calculation with EVMWork package progress calculationThe progress calculation with EVM is a bit different from what we have read about the progress calculation without the EVM module enabled. When EVM is activated it is overwriting the “completed issues” settings from the scope configuration of a Folio. Still the “effort field” and the completion ration settings will keep its meaning and will be used to calculate the total “value” (original estimates, story points, issue count etc.) to earn similar to the progress calculations dealing with non-EVM Folios. When EVM is enabled, its default configuration is to calculate according to the work package (0/100) approach. Another main difference is the fact that the planned costs are taken into consideration. That means the progress will always be 0% unless you have planned any costs on your Folio. The work package progress calculation is the default setting when EVM is enabled. Tempo Budgets assumes that you have not “earned” the effort of a JIRA issue unless you have resolved the JIRA issue. You will earn the effort of a JIRA issue only when it is resolved. The scope settings of the Folio will be set to original estimates in the effort field and the completion ratio settings will be ignored for this use case. The EVM module is enabled and the progressive calculation is disabled Progressive progress calculationThe progressive progress calculation method can be enabled within the EVM section. The progressive calculation can be enabled for all JIRA issues within the scope of the Folio or only for a subset of the JIRA issues (this scenario will be skipped). We also need to define the task progress method and we select “based on worklogs and remaining estimate”. Changing the task progress settings to “based on remaining estimate vs. original estimate” will change the progress calculation. In this case, the earned original estimate per issue is calculated as from the progress of each JIRA issue multiplied by the original estimate. Using different effort fieldsProgress calculation with story points as the effort fieldWhen the effort field of the Folio is set to story points, a progressive calculation is not available unless you enable the EVM calculation method. This means that when story points are selected as the effort field, the progress calculation is based on the work package (or 0/100) approach. This applies for any other numeric JIRA fields as the effort field. Tempo Budgets will by default consider all resolved issues as a finished (completed or earned) working package. Optionally, you can also define JIRA issue statuses as defined complete state of your work packages. From the configuration setup in this example, we consider only resolved issues as a completed work package Progress calculation with issue count as the effort fieldWhen the effort field of the Folio is set to issue count, a progressive calculation is not available unless you enable the EVM calculation method. This means that when issue count is selected as the effort field, the progress calculation is based on the work package (or 0/100) approach. Selecting issue count as the effort field will ignore all estimation fields on the JIRA issues and assume that all issues have an equal impact on the progress. Tempo Budgets will by default consider all resolved issues as a finished (completed or earned) working package. Optionally, you can also define JIRA issue statuses as defined complete state of your work packages. Portfolio progress calculation The progress calculation of a portfolio follows another approach. The Portfolio progress does not look at the issue progress of the Folios included in the portfolio. Instead, the portfolio progress calculation method is based on the progress of the included Folios and it is weighing the progress according to the planned cost of the Folio. The basic formula of the Portfolio progress is: (Progress Folio 1 x Planned cost Folio 1 + Progress Folio 2 x Planned cost Folio 2 + ...) / Planned cost of the Portfolio |