Status Future consideration
Categories Features
Created by Julie Price
Created on Sep 30, 2020

Set a default progress calculation

Challenge: Currently, the progress field is automatically set to calculate manually when added to a custom layout. This causes manual work if I want all my records to be calculated based on a different option.

Desired experience: I would like to be able to set a default progress calculation for my records separately.

  • Attach files
  • Katie Richie
    Nov 13, 2020

    Would love this setting to be configurable at the Workspace level thereby giving each Workspace owner the freedom to deviate on their preferred Progress calc. method for each record type.

  • Karie Kelly
    Oct 1, 2020

    Definitely would like to have in order to provide consistency and efficiency across our portfolio (workspaces). Without it, manual intervention is required and reliability of data is suspect. We have to pull reports to identify what has been changed to calculate based on story completion and spend time then making those updates.

  • Andrew Brooks
    Oct 1, 2020

    My only issue with inheritence from a configuration on a workspace is that for me personally is that with 500+ workspaces and enheritance can be a bit of a faff. If I could do it at the screen layout it would be easier for me. But setting it in the configuration make sense too. I has a similar experience as Rick. I took looked in the elipses hoping for the option to be available.

  • Kevin Burges
    Oct 1, 2020

    Setting the default in the layout editor would work for my use case, however I think I agree with Robert that it feels like it shouldn't logically be part of the layout, but rather part of the workspace configuration with inheritance.

  • Jill Collins
    Oct 1, 2020

    I agree - the ability to choose the progress method in each layout would solve the problem for our organization. I don't see how to do that currently though

  • Rick Gouse
    Oct 1, 2020

    Agree with Andrew, there is no where to set the default calculation in the new layout editor. From a UX perspective, my inclination was to look within the Progress ellipsis where you can choose "Remove from Layout", "Always Show", or "Hide if Empty" today.

  • Robert Rodriguez
    Oct 1, 2020

    Julie, I don't think that setting the default calculation in each record's custom layout is the best place to address the needs (layouts are different from configurations). That just wouldn't be the logical place to have it. I think it should be a workspace setting, with an opportunity to inherit from the parent workspace. Just my thought.

  • Andrew Brooks
    Oct 1, 2020

    Hi Julie, from my perspective, yes I would like to be able to set at the layout level the default calculation. At the moment it seems to be defaulted to manual, and I could not see a way to set to change that setting in the new custom layout builder.

  • Admin
    Julie Price
    Oct 1, 2020

    Thank you all for your feedback!

    It sounds like the use case is to set a default calculation per record type. Curious, if you were able to set the default calculation in each of your record's custom layouts, would that address your needs? With the latest improvements to custom layouts, it should now be possible to add this functionality if it solves your needs.

  • Tom May
    Oct 1, 2020

    I too had a similar experience to other commenters today, when I received notification that this idea had been shipped - I thought "No more weekly bulk edits to add the progress bar & calculation, great".

    Unfortunately my excitement was similarly short lived, when I realised that the shipped changed has completely missed the desired outcome, and we're still in the same situation as before with having to manually edit each new record.

  • Andrew Brooks
    Oct 1, 2020

    I really had high hopes for the addition of the progress bars as default. As it seemed like Aha! had nearly got it right when they released the progress bars earlier this year, but had made a miss step by not providing this as an option to configure this globally. So I was very excited to see that the feature added as default. Unforunately my excitment was short lived as soon as I found out I could not set the calculation by default!! for different record types. Very dissapointing to say the least. I was hoping to remove the dependency on Product/Programme Teams to ensure that they remember to set the progress field. With over 300+ Users where the roll up of progress is a pivotal part of the strategy this is like giving me a burger that only has the bun and the lettuce.

  • Waldemar Vierheilig
    Oct 1, 2020

    I agree to Dave Tucker, different defaults for different record types would be great.

  • Jeff Isenberg
    Sep 30, 2020

    I would like to set the progress calculation for a custom layout and have it apply to all new Epics using that layout.

  • Dave Tucker
    Sep 30, 2020

    It would better if different record types could have different default calculations

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