Story Point Planning

This feature allows you to estimate work using story points, which are automatically converted into hours for capacity planning. Create story point schemes mapping points to hours and associate them with one or more teams. A default scheme is available for all users, but you can create custom schemes and assign them to specific teams on the Teams page. 

Each team can have its own mapping scheme for story points, reflecting their unique estimation practices. If no time estimates are provided, the system uses story points as the fallback to create plans.

Prerequisites

• Enable Sync plans with Jira Issues.

• To enable Story Points you must have Manage Team permission in any Team. To edit the default scheme (or edit what is default) you must have Global Manage Team permission.

Enable Story Points

1. Select Settings.

2. Select Planning Time.

3. In Sync Individual and Team Plans with Jira Issues, select Configure.

4. To enable Story Points, expand the Sync Individual plans with Jira issues drop-down, and select the checkbox Use Story Points as fallback for total plan time.

The system automatically creates a default Story Point Scheme. The default scheme contains story point values that follow the Fibonacci sequence, which is common practice in agile methodologies. 

Create and Use Story Point Schemes

1. Select Settings.

2. In Capacity Planner, select Story Points. 

3. In the window, a default story point scheme created by the System should display. You can edit this cycle by selecting the pencil icon under Actions. Otherwise, you can create a new scheme.

4. Select +Create.
   

   

5. The Create Story Point Scheme window opens. The following fields display:

• Name: Enter a name for the story point scheme.

• Description: Enter a description for the scheme.

• Configuration: You can enter your own custom Story Points values in the left column. The minimum story point can be 0 or any other decimal or integer number. Estimates can be entered in hours or minutes, with hours as the default. Use 'm' for minutes and 'h' for hours.

• +Add Rule: Use this icon to add additional Story Point rows.

• Trash icon: Remove a Story Point row.

• Set as default: If a Story Point Scheme has not been set at the team level, the default scheme will be used.

6. When you are done, select Save. Your new Story Point Scheme appears in the window.

7. To use the new scheme, navigate to the Teams page and select your preferred team.

8. In General Information, select the scheme from the Story Point Scheme drop-down. If you want to use another scheme, select it here. You can also manage the schemes by using the plus + icon.

Select Use default if you want the team to always follow the system's default setting. If the default scheme is changed, then all teams that have this option will now automatically use the new default. If the current default scheme (“Default Story Point Scheme (Default)” in the example) is selected, then the team continues to use that scheme when a new one is chosen to be the default one.

You are now ready to estimate in Story Points. When planning, assign story points to issues in Jira. Plans are created automatically based on the story point estimates.