Portfolio item timeline widget does not reflect status or actuals - Rally
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Portfolio item timeline widget does not reflect status or actuals - Rally

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Article ID: 449932

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Updated On:

Products

Rally SaaS

Issue/Introduction

Portfolio item widgets, such as the Implied State over Time or Portfolio Item Timeline, may show a discrepancy between the displayed progress and the actual status of the work items. For example, a pie chart may show all items as Done while the area chart continues to show active work.

Symptoms

  • Features or Epics do not show as 100% complete/green in the Timeline view.
  • The "Not Started" indicator remains even after child stories are accepted.
  • Widget data does not align with custom views or manual status reports.

Environment

  • Rally SaaS

Cause

Discrepancies usually occur due to differences in how specific widgets calculate progress:

  1. State vs. Schedule State: Some widgets (like pie charts) may track the "State" field of the Portfolio Item itself. Others (like the Timeline or Implied State charts) roll up the "Schedule State" or "Plan Estimate" of all child User Stories.
  2. Missing Estimates: The timeline indicator relies on the Plan Estimate field. If stories are accepted but have 0 or null points, the rollup may not trigger a state change.
  3. Calculation Latency: Data mismatches can occur if updates were made to stories after they were moved to a completed state.

Resolution

To resolve data discrepancies in portfolio widgets, follow these steps:

  1. Verify that all child User Stories associated with the Portfolio Item have a Plan Estimate value greater than 0.
  2. Ensure the Schedule State of all child stories is set to "Accepted" or higher for the item to be considered complete in rollup widgets.
  3. Check the Recycle Bin for any deleted child items that may still be associated with the Portfolio Item in the background.
  4. Confirm that the Portfolio Item has a Start Date set; without a start date, items cannot be plotted accurately on the timeline.

If these steps do not resolve the issue, contact support for further investigation.

Additional Information

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