Planned vs Actual Report
This type of report provides a summary of JIRA tickets, time estimates (original and remaining), time spent already on the tickets, and ticket status.
To generate a Planned vs Actual Report follow the steps:
1. Navigate to the Reports page and find the desired report in the list:
2. Specify type of the report (Issue, Project, or Epic); month, period (default value = previous month), and team (default value = Current team that is displaying on the Dashboard).
You can also add additional custom fields to be shown in the report to add some additional information:
4. Check 'Exclude Time of Sub-tasks from Time of Main Task' or leave it unchecked
if an option is checked, the system will not aggregate the estimates / logged time from the sub-tasks and provide a value of time estimated and time spent of a main task
if an option is not checked, the system will aggregate the estimates / logged time from all the sub-tasks of a main task.
5. Generate Report in Web or Excel format:
→ Planned vs Actual Report opens in the selected format.
A report represents the collected data about JIRA tickets, a person who was the last assignee, Start and End Dates, Original and Remaining Estimates, Time Spent (logged work), Issue Summary and Status.
The status of a ticket is marked with different colors:
green - OK status, means that Time Spent + Remaining Estimate = Original Estimate
yellow - OVERESTIMATED status, means that Time Spent + Remaining Estimate < Original Estimate
red - UNDERESTIMATED status, means that Time Spent + Remaining Estimate > Original Estimate
You can learn more about this report in the video below:
Frequently Asked Question. Read more.
Helpful tips in our Blog.
Questions? Contacts Us.
Contact details for Solution partners.
Search doсumentation