Provide clarification on Calculation requirements for Assignee import level

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    • Type: Suggestion
    • Resolution: Fixed
    • None
    • Component/s: Documentation
    • None

      Per the Documentation:

      The noted Items required for the Members field to import the assignee are:

      For the Jira issue assignee to show in the team member column in Portfolio for Jira, these conditions must apply:

      • There is no member set in Portfolio for Jira.
      • The assignee is set on the issue in Jira.
      • The assignee is part of a team in your plan.
      • If you've made a manual team assignment, make sure the assignee is part of that team.
      • To see the assignee that is being pulled from Jira, you have to calculate your plan.
      • The issue assignee import level must be set to a hierarchy level. See Configuring initiatives and other hierarchy levels.

      But the requirements for calculation to associate this user is not clearly defined:

      To see the assignee that is being pulled from Jira, you have to calculate your plan.

      This pulls in elements from some additional documentation Scheduling and timeline, Scheduling behavior & Scheduling unestimated items to piece this behavior togather BUT does not clearly define that this also requires an estimate or a manual Sprint association for the assignee to populate in the member column with the following variables to make this true:

      If Unestimated item scheduling is set to:

      • Base on default estimates & a value is set for the default values (Sprint, Epic, Initiative...)
        • Assignee will be populated per the user assigned to the issue in jira as a default estimate is added to un-estimated issues to allow the calculation to occur
      • Base on target dates
        • Requires Either an Estimate or Manual Sprint association
      • Custom
        • Requires Either an Estimate or Manual Sprint association
      • Off
        • Requires an Estimate

            Assignee:
            iceman
            Reporter:
            Earl McCutcheon
            Archiver:
            Aakrity Tibrewal

              Created:
              Updated:
              Resolved:
              Archived: