Story Points System

In this article we will be covering how you can use Forecast's Story Point system in order to register time on any task you are working on.

Main Takeaways

Points are a relative measure of user story size and effort. Forecast's Story Points system is an ideal alternative for time estimations, especially for Agile teams. The Story Points can assist you by taking some work off of your hands and automatically calculate the performance of your team  in your sprints based on the time registration you and your team have registered. This guide will show you step by step how to enable and use Forecast's Story Points.

Enabling Points


In order to enable Points in a Project please navigate to the Settings panel of the project:

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Once in the Settings of the project, navigate to the Scope options and choose Points:


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Notice how  you also need to set the ratio of hour(s) per story point, this is your expected performance. It is crucial that you set it to the number of hours that you and your team expect for the project that you are currently working on. This number defines how much time you expect your team to take to complete one story point.

Using Story Points in tasks.


After you have successfully enabled story points and set the expected performance (hours per story point) you can start using them in tasks across your project. In this scenario we will be showing you how to use story points in tasks when working with sprints as this feature works especially well for Agile teams. If you need a reminder on how sprints work or are new to the Agile approach of projects please follow this guide

Whenever you create a new sprint and you move or create tasks in it you will be given the option to put an estimate of points that you expect the task to require. 

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This informs the platform as to how many story points your task has. In this scenario the expected performance is 2 hours so having set 2 story points on the task, it is expected that it will take 4 hours to complete this task. 

Now your team starts working on the tasks and progresses throughout the sprint.

Once all of the tasks in the sprint are set to Done and the sprint itself is passed its last day (date range on sprint), depending on the amount of time registration and the estimation of points that have been given to each task you will be prompted a button to Update the Performance.

This will look like this:

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Notice that you will only be able to update the performance if you have time registrations on the tasks in the sprint.

Up to this point we have covered how to enable points and how points work on tasks in sprints. Below we will discuss how the system learns from your team's time registrations and provides you with an updated version of  your teams performance thus far.

Performance assessment and system suggestion.

Once you have registered all hours in the tasks within the sprint and you selected to Update the Performance a new window will pop up that will show you the average amount of time that your team has spent so far on the past sprints. This amount of time changes as more sprints are added and hours are registered in new tasks.

The pop up window will look like this:

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1. Update Story Point Performance: This option allows you to see the  estimates, the time registrations and the performance of your past sprints.  The new performance is calculated by dividing the sum of points that were estimated by the sum of hours that were registered. You can see the calculated performance per sprint and the average of the past 5 sprints which you can then use to update the expected performance.

2. Set the new expected performance manually: If you disagree with the expected performance the system comes up with or you prefer it to be as it was simply choose this and set it to whatever you believe is best. 

3. Current performance value: Whether you choose to update the expected performance based on Forecasts calculations or to stay with your own you will see the current and new performance value, if you agree with them simply click Update and you are done.