Forecast is the amount of work your team estimates per sprint. These settings are used by our new Velocity, Burnup, and Burndown cards to calculate your team's progress.

What you'll need

• Sprints are available on every plan.

• Sprint Automations and Sprint Dashboard cards are available on the Business Plan and above.

• 100 uses of Sprint Points are available on our Free Forever and Unlimited Plans.

• Unlimited Sprint Points are available on our Business Plan and above.

• A Workspace owner or admin will need to enable the Sprints ClickApp.

• Guests can work on tasks in sprints, just like regular tasks.

Edit your lock forecast options

1. From the Sprint ClickApp in your Workspace settings, click the Edit default settings link.  
2. From the Default Settings for Sprint Folders modal, you can change the sprint name, duration, and other optional settings.
   • Need a different lock forecast option than the rest of your Workspace? From your Sidebar, click the ellipsis next to your Sprint Folder. Then select a different option from the Default Settings for Sprints modal.

The modal below will look slightly different if you have the Custom Sprint Durations beta enabled in your Workspace.

When you choose an option, you're selecting settings for all subsequent Sprints. You can change this option at any time. This will only apply to future Sprints.

• Manually lock forecast after Sprint starts: The default. Each Sprint's locked forecast is used to calculate the forecasted and guideline values in your Burndown charts.
  • Use this option if your team frequently does not complete sprint planning before your sprints start!
  • For example, your Sprints begin on Monday. Your team doesn't always complete sprint planning ahead of time. You're usually adding tasks and Sprint Points or Time Estimates on Monday. In this case, you'll want to manually lock your forecast because the total Sprint Points or Time Estimate are your forecast.
• Automatically lock forecast on the Sprint Start day and Start time: Select this option to use the total Sprint Points or Time Estimate that are in your Sprint on the Start day and Start time.
  • Forecasted and guideline values are immediately calculated in your Burndown and Burnup charts.
  • Forecasted values are set for your Velocity charts. 
    
• Click Save settings.

Manually lock your forecast in ClickUp 3.0

This can't be undone.

1. Open your Sprint view.
2. From the top of the view, click the Lock forecast button.
3. From the Done with Sprint planning? modal, click Lock forecast. 
4. The Lock forecast button is now named Forecast locked.

   

5. Hover over the Forecast locked button to see the date and time the forecast was locked.

The forecast is estimated if your Sprint forecast option is manual, a sprint has started, and the forecast hasn't been locked. It's recalculated accurately when the forecast is locked.

Manually lock your forecast in ClickUp 2.0

This can't be undone.

If you don't see the manually lock forecast option, you'll need to edit your Sprint settings. 

1. Open your Sprint view.
2. From the top of the view, click the In Progress button.
   
3. From the dropdown, click Manually lock forecast. 
4. Your forecast is locked. The Manually lock forecast option no longer displays in the dropdown.

The forecast is estimated if your Sprint forecast option is manual, a sprint has started, and the forecast hasn't been locked. It's recalculated accurately when the forecast is locked.

Updated May 05, 2023 22:17