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Using Estimates with Tickets

Posted by Andy Singleton on Mon, Oct 03, 2011 @ 10:08 PM
 

Assembla tickets now include a new field for tracking the total estimated work for a ticket. You can use this information on the Agile Planner, Milestones, list reports, and Burndown chart.  This article will explain how to turn on Assembla’s new estimating features and try them out.

Turn on estimates:

estimate settingsBy default, estimates are turned off.  We didn’t want to make the system more complicated for the majority of users that don’t do estimating.  To turn estimating on, go to Tickets/Settings, scroll to the bottom, and find the panel for “Estimation”.  Choose from three estimating metrics:

1) Time: Enter your estimates as hours or days.

2) Points: Points don’t have any predefined units, and you learn through observation how many points fit into an iteration.

3) Size (Small / Medium / Large): These three choices make it easier and faster to enter estimates and are almost as accurate as more detailed estimates.  On the Agile Planner you can see them graphically as bars.  Internally we represent these as 1, 3, and 9 points.

Once enabled, you will see a new “Estimate” field on your tickets.

How to enter estimates:

  • Create/edit a ticket and enter an estimate in the field.
  • Using the Agile Planner view, you can edit estimates on the ticket lines by clicking on the current estimate.
estimates

Ways to use estimates:

Planning Milestones and Scrum Iterations

On the Agile Planner, you can open milestones in the milestones column and edit the estimates for each ticket in the milestone or iteration.  You will see a sum for the milestone or iteration on the milestone bar.

Sizing Features

You can use the Agile Planner to move tickets into the Story/Feature column, and then add subtasks.  The Agile Planner will show you the total work estimate for each top level Story or Feature.

Monitoring Capacity of a Kanban Column

On top of each column in the Cardwall view you will see two numbers representing the ticket count and the sum of estimates.  This helps you to run a traditional Kanban process where you control the amount of work in each column.  For example, if you see a lot of tasks or a lot of points in the “test” column, you might slow down development and ask some developers to work on testing.  This prevents work from getting stuck “in inventory” and maximizes the speed of completing work.

cardwall estimate

Seeing Burndown Progress

You can now display a Burndown chart that shows the total estimate for remaining open tickets.

Reporting

In the list of filters, you can now show fields for estimate, work remaining, and work invested.  You can export this data to spreadsheets to compare estimated to actual. 

You can also show the sum of child estimates and sum of child work remaining. These show the total estimate and work remaining for stories/features that incudes the sum of the parent ticket and all associated "child" tickets. 

estimate fields

TODO – some things we are working on for the next release

  • For each milestone, display the total estimates and time invested
  • Allow entering of estimates from the ticket popup menu
  • Show estimates on the cardwall cards

Three ways to track work

We now have three ways of looking at a quantity of work: estimate, time invested, estimated work remaining. 

Time invested is the historical sum of the hours that you entered.  We keep this data as it is entered on the time sheet. With the most recent enhancements, we report on it by milestone and by story/feature/parent ticket.

Estimated work remaining is the amount of time that you think you will need to complete a task, which should be reduced as you work on the task.  For several years, we have provided a place to enter this data and used it on a Burndown chart.  It’s useful on a Burndown chart, but it changes all the time so it’s not useful if you want to calculate velocity – the total amount of estimated work completed in a milestone.  For this, you need the new feature for total estimates.  Work remaining is also harder to maintain because it should change all of the time, so we are moving away from the “work remaining” to the new “total estimate.”

In the past, I have argued that developers should focus on prioritizing rather than estimating. If you prioritize tasks and perform them in the order of importance, estimates don't actually change your actions or the results. So in some situations, estimating is a waste of time. But scrum and other methodologies incorporate estimating, and it is often needed for budgeting.  We will support you in your use of estimates, and we will provide an increasing level of support for estimate-based methodologies.

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COMMENTS

I wonder what exactly is the difference between estimate and work remaining? I feel stupid! Please enlighten me!

posted @ Tuesday, October 04, 2011 10:28 AM by Wonderer


Hello. 
Estimate is mainly how many hours you think will take you finish a task and work remaining - is how much time is actually left to finish it. 
They are basically the same however, but we will probably deprecate "time remaining" and move it 
to "Estimates" so that it will not confuse our users. "Time remaining" is an old tool that can only work 
with just hours (in fact any decimal), while "Estimates" allows you to work with decimal, fixed values, points etc. 
So we would advise you to use "Estimates" instead. 
But if you would like to work with both, you can estimate by points using the new Estimate field and at same time estimate by hours using the old "time remaining" field, 
so you can have a relation point per time.

posted @ Wednesday, October 05, 2011 2:10 PM by Tim


Hi, 
 
the way we use total estimates is mainly for follow up and comparing it with actual invested time. This is then used for improving our forward estimates. 
 
However, what we use on a daily basis, is the "time remaining". This reflects the current best estimate and is what we use to track burndown. 
 
This is also used for sprint and release planning, since we never touch the initial "total estimate". (This of-course we could do if that's the only way to do it) 
 
Our main concern with the current (recently updated) behavior is, that the "time remaining sum" is only displayed when turning estimation off. This however, also removes the possibility to enter the "total estimate". 
 
A greatly appreciated feature would be to either: 
* Have the option to display the "time remaining sum" when using estimates 
- or - 
* Have the possibility to enter "total estimate" for tickets when turning estimates off.

posted @ Thursday, October 06, 2011 6:22 AM by Henrik Bohre


We use estimate in the same way as Henrik Bohre to give us a comparison to see how we did with estimating our time to complete a user story or task. I would not be in favor of eliminating the work remaining. We compare estimated hours against invested hours to see how we did and work remaining to track how the project is progressing as far as completing the project on time. If we are consistently over our estimate, we need to add time to the next Sprint or look for a way to be more efficient.

posted @ Wednesday, November 16, 2011 11:04 AM by Ray Nussbaum


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