youngmon/atlassian-qna huggingface dataset:
Is it possible to copy assessment for different team and for every quarter with changing name only?
Asked by Hema:

Every quarter and for every team if using same assessment to see team progress, copy or clone functionality help and reduce time of adding categories, questions, and answer sets.


Answers:
author: Rob Phillips
body: Hello Hema,

Unfortunately, there isn't a simple copy function based on just changing the name. However, you should be able to schedule out assessment into future time period that can be accessed by the Teams you designate as shown below.

It would be great to get suggestions like this captured for Atlassian to gather feedback. If you would like, please log your idea at <https://ideas.jiraalign.com>

Kind regards

![assessments question.png](https://community.atlassian.com/t5/image/serverpage/image-id/257626i161E5591095AA8C8/image-size/large?v=v2&px=999 "assessments question.png")
Export all information, not only stories
Asked by Caryntjen:

Hi, so I love the export function and used it to create a really good import file.  

Now I did follow this guide: <https://help.jiraalign.com/hc/en-us/articles/115005998387-Export-objects-to-Excel>

But only the tab stories is filled in, not the other tabs of the sheet. While there are definetly links to objectives and risk in regards to these features and stories.  

So basically, how can I export information from Jira Align, that not only fills in the Stories tab, but also the Risk, Dependencies, etc... tabs?


Answers:
author: James Webber
body: My experience is that you need to export manually from each area separately

e.g. Initiatives, then Features, then Objectives, then Risks

API is limited to 100 records at a time.

comments: author: James Webber
body: Oh and it you want roadmap health you need to export each of those manually from the Roadmap screen separately too Theme, Initiatives, Features and there is no API to get that info.


author: Tom O'Connor
body: Unfortunately our export only exports based on the filtered data from either the backlog or item views.

You could export your epics, then feature and then stories into the separate spreadsheets and then copy or import the data from each tab of data into a master file.

Other options could include using the API to export data or Enterprise Insights. What are you trying to accomplish with the export of data [@Caryntjen](/t5/user/viewprofilepage/user-id/5198373) ?


Tags: export
What would cause Accepted Spend to go down?
Asked by Stephanie Davis:

I pulled a **Status Report - Financial View** two weeks ago and pulled it again today and Accepted Spend on several of my Epics has gone down. What would cause Accepted Spend to go down? I thought that number is pretty much locked in after the sprint is completed and the Team Spend Per Point is calculated.


Answers:
author: Jennelle Stearns
body: [@Stephanie Davis](/t5/user/viewprofilepage/user-id/5152002) It could happen for a variety of different reasons such as the stories/feature being moved to a different epic, stories moving to a different sprint, sprint allocation changes, PI or cost center rate changes, etc. Here is a document that provides info on when the values can be rebaselined: <https://help.jiraalign.com/hc/en-us/articles/4403860985364-Manage-Data-for-Financial-Calculations#h_01FB0T8CG4P3WAA2GSSG91M6Z4>

comments: author: Stephanie Davis
body: Thanks for the quick response. That was helpful but I'm still unclear on 1) is a re-baseline needed if team allocations change after the fact and 2) what exactly this means about the burn rate as we did change our burn rate from 7 to 8 recently?

*** ** * ** ***

**Note:** The following data can't be re-baselined at this time. If you have a need to update the following inputs, [contact our Support Team](https://support.atlassian.com/contact/#/?inquiry_category=technical_issues) for additional info and options:

* Kanban team member allocations
* **Burn hours** for agile and kanban teams
* Days in sprints and anchor sprints


author: Stephanie Davis
body: Also, does this mean once the sprint is marked completed or after the buffer days have lapsed?  

*A team's Team Cost per Sprint value is stored at 11:59pm on the last day of a sprint or anchor sprint.*


author: Jennelle Stearns
body: [@Stephanie Davis](/t5/user/viewprofilepage/user-id/5152002) If you change a person's allocation in a sprint, that automatically causes it to rebaseline and the team cost per point will be updated for that sprint which would change the accepted spend. If you increased your burn hours that would ultimately increase the accepted spend rather than decrease it because this would increase the overall cost of the team. In regards to when it stores the Team Cost per sprint, it would be the sprint end date listed for that sprint. For the question about the info to contact Support, I would recommend you open a support ticket since they can provide you guidance based on your specific setup/situation.
How many features did not have Capabilities assigned each month
Asked by Chrissie Hoots:

How can we find out how many features that did not have Capabilities assigned each month?

The Feature Fact Valid From and To columns are a combined time range. How would you switch/convert them into 1 month column?

![Capture.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/256167iA9357FE79AD03182/image-size/large?v=v2&px=999 "Capture.JPG")


Answers:
author: Chrissie Hoots
body: I found a solution to generate rows for the data in between the month range in From and To columns.


author: Kim Herren
body: There's not a report or a data extract that can be inherently used in Jira Align but within the Backlog there is an Orphan Objects button that shows how many work items don't have a parent assigned to it. A monthly process can be setup to review and update the associations as needed.![Screenshot 2023-05-10 at 3.07.49 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/256439i1176B59C27F86174/image-size/large?v=v2&px=999 "Screenshot 2023-05-10 at 3.07.49 PM.png")

comments: author: Hema
body: You can select team of teams/solutions or portfolio and select quarter, click on features. add column for points, you filter with no points assign to features.

Hope this is helpful!
How can I extract fixed date milestone data from Portfolio Epics (Initiatives)?
Asked by Paula Hidalgo:

The Align export of Epics does not contain the fixed date milestones. I need to move greater than 100 Epics each with multiple fixed date milestones. I need the fixed date milestone data to recreate the new Epics.


Answers:
author: Allan Maxwell
body: The only way that I know to do this is:

1) Get a list of all the candidate Epics. In this example, I get only the Epics in a specified Primary Program:

{{base_JA_url}}/Epics?$select=id,title\&$filter= primaryProgramId EQ {{ProgramID}} \&orderby=id DESC \&$top=100\&$skip={{mySkip}}

2) Pull each Epics' Audit log

{{base_JA_url}}/Epics/{{myEpicID}}/AuditLog

3) Parse the Audit log for the milestone you are looking for. Make sure you detect if the milestone was removed.

comments: author: Allan Maxwell
body: BTW, the Audit log entries are HTML and not JSON, so I had to do something like this to strip out all the HTML:

let logEntry = jsonData\[i\].details.replace(/\<\[\^\>\]\*\>?/gm, '');


author: Paula Hidalgo
body: [@Allan Maxwell](/t5/user/viewprofilepage/user-id/3502714) - Thank you for the extra help!


author: Jean Henson
body: Hi [@Paula Hidalgo](/t5/user/viewprofilepage/user-id/3506387) ,

If you want to move the Epics from one PI to another, there is an easier way to accomplish your goal.

Jira Align has the ability to Mass Move Jira Epics (Features) within a specific Program Increment to a different Program Increment. When in the Epic List View, the More Actions button may have a Mass Move option (available to Admins only). If so, you can use this functionality to move your Epics to the new PI.

Hope this helps!

Jean Henson

Director, Business Agility @ Aligned Agility, an Adaptavist Group company

comments: author: Paula Hidalgo
body: [@Jean Henson](/t5/user/viewprofilepage/user-id/4685207) - Good to know. What I really want to do is to move Epics to the Solution layer as Capabilities. I can export the Epics and then re-import them as Capabilities. The fixed date milestones do not export as part of the Epic data.


Tags: cloud
Jira Align Email Notification Links not Working
Asked by Rebecca Hylek:

When someone receives a notification from Jira Align (i.e. Dependency Change Notification), the email is delivered and there are links to the dependency.

Selecting any of the links in the email takes the user to the "Whoops" screen and kicks them out of Align.

Does anyone know why the link would not work and why it kicks the user out of Align?

We have Jira Cloud and Jira Align, we use SSO for access and the user is logged in prior to accessing the link.

Thank you!


Answers:
author: Allan Maxwell
body: ![Screenshot 2023-05-03 at 12.55.17 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/255113i9A9BA046FA72C50E/image-size/large?v=v2&px=999 "Screenshot 2023-05-03 at 12.55.17 PM.png")

comments: author: Rebecca Hylek
body: Hi Allan,

That field is populated with our \[servername\].jiraalign.com.

![Jira Align_Email Link Issue.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/255363i764F6FC8E0C25546/image-size/large?v=v2&px=999 "Jira Align_Email Link Issue.PNG")

Any other suggestions?


author: Allan Maxwell
body: [@Rebecca Hylek](/t5/user/viewprofilepage/user-id/4797610) Does it work if the user logs into Jira Align first and then clicks on the link? It may have something to do with your SSO or needing to be on the VPN.


author: Rebecca Hylek
body: [@Allan Maxwell](/t5/user/viewprofilepage/user-id/3502714) ,

I had the recipient forward the email to me and I've done a little testing. I have a feeling it is related to something on our end so have our team looking into that. My testing so far and the results are below.

The email contains five links. I'm signed in with SSO, my role is Super admin, I'm using a Chrome browser and our email is Outlook.

1. Select the Dependency ID (i.e. ++xxxx);++ Result: Fail; New tab opens on my browser, takes me to the "Whoops" screen and kicks me out of Align. I have to go through SSO to get back in.

2. The next two links include the id and a the description of the dependency (i.e. ++xxxx - \[Description of the dependency\]++; Result: Successful; A new tab is opened, I can see the dependency, and I'm not kicked out of Align.

3. The next two links are in the area of the email that says "Change Details".

a. Select the Dependency ID (i.e. ++xxxx++); Result: Fail; Same as #1 above

b. Select the Feature link (i.e. xxxxx: External ID - \[Description of the feature\]; Result: Fail; same as #1 above

Again, we're checking with our team and right now we feel it may be internal. If not, we'll open a support ticket.

Thank you!!!


author: John Ames
body: Rebecca we are having the same issue. I had opened a support ticket with Atlassian and they pointed out they have an open bug and also pointed me to this Community post:

<https://community.atlassian.com/t5/Jira-Align-questions/Does-Deep-linking-from-Emails-work-so-you-do-not-need-to-re/qaq-p/1304384>

Hopefully this will help in your case.
EditMeta for custom fields of an objective
Asked by Jack Jorgensen:

As per this article:  
[API 2.0 custom field support -- Jira Align](https://help.jiraalign.com/hc/en-us/articles/4415143457556-API-2-0-custom-field-support)  

and these release notes:  
[Release Notes for 10.105.X -- Jira Align](https://help.jiraalign.com/hc/en-us/articles/4418368326804-Release-Notes-for-10-105-X)  

I should be able to make a GET request to /rest/align/api/2/objectives/{id}/editmeta  

To get information about the custom fields. However when I make this call I get a 404 error. What am I doing wrong?


Answers:
author: Allan Maxwell
body: It works for me on Epics, Features, etc, but **NOT Objectives.**For Objectives, I also get a 404.

https://***yourcompanyname*** .jiraalign.com/rest/align/api/2/**Epics**/101/editmeta

![Screenshot 2023-04-28 at 10.01.03 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/254492i0DFE873F4EFD7815/image-size/large?v=v2&px=999 "Screenshot 2023-04-28 at 10.01.03 AM.png")

comments: author: Jack Jorgensen
body: Thanks for this, now I know I'm at least doing it right  

it does work for me when I do epics also, but just not objectives

Thanks
Capabilities: How to export/access status or health data
Asked by Brandon Manus:

Hi All - I am working through a very specific need for status and health reporting from Capability/Solution level but it needs to be integrated with an outside dashboard (google slides).

**Need:** to export or integrate API to show all Capability open items health or status.

**Steps attempted:**

1 - Solution Export: I've gone through the various excel exports and configurations but do not see health or status.

2 - API 2.0: I've integrated the Capabilities object with Google Sheets but do not see health or status in any of the returned fields.

**Help?** Hoping I am just missing something but does any know a way to get health or status out of the system? We're looking in to Enterprise Insights but that won't be a fix in time for what I need.


Answers:
author: James Webber
body: At the moment the only way I can figure this out is by going to the roadmap view and choosing each tier (theme, then initiatives then features) and then choosing **Export-\> CSV Export.**

The format of the export is not great but it includes the health. I then merge the three csv files together using power BI and add them to my other fact tables with table merge

![Export Health.png](https://community.atlassian.com/t5/image/serverpage/image-id/255153iCC5DC008CEE1B941/image-size/large?v=v2&px=999 "Export Health.png")

comments: author: James Webber
body: Also this data is not available in the API


author: Gary Larkin
body: Had a similar issue trying to get an export so I could do capacity planning at the capability level (we have trains and teams with mixed skills so need to assign skills to each capability for long range forward planning) - couldn't find a way to export all capabilities so have to patch the data together one PI at a time as described by James
Obtain Historical Data for Quality Purpose
Asked by Chrissie Hoots:

If I want to know something like '**How many Features did not get assigned to a Capability as of March 31st 2023**', is there a way to pull data with this type of logic? What are the tables/columns in Enterprise Insights?

We have both current_dw and export_dw available. Thank you!


Answers:
author: Sam Tsubota
body: Hi [@Chrissie Hoots](/t5/user/viewprofilepage/user-id/5054324) ,

You will need to use the current_dw.Feature History table and filter records that where the FK Capability ID = 0 (No Capability Assigned) and you will need to filter the Feature Fact Valid From and Feature Fact Valid To dates based on March 31, 2023.

The filtering of dates can be a little tricky and you may end up with some duplicate records. I first filtered records where the Feature Fact Valid From is less than or equal to March 31, 2023 and the Feature Fact Valid To is equal to 12-31-9999. These are the current feature records. You may also want to return features that were at one time not assigned to a capability. For those records I filtered records where Feature Fact Valid To equals March 31, 2023.

Here is a sample SQL query. I used GROUP BY to try and remove duplicate records.

SELECT  
F.\[FK Feature ID\]  
,F.\[Feature Name\]  
,F.\[Feature Fact Valid From\]  
,F.\[Feature Fact Valid To\]  
,F.\[FK Capability ID\]  
FROM  
(  
SELECT  
FH.\[FK Feature ID\]  
,FH.\[Feature Name\]  
,CAST(FH.\[Feature Fact Valid From\] AS DATE) AS \[Feature Fact Valid From\]  
,CAST(FH.\[Feature Fact Valid To\] AS DATE) AS \[Feature Fact Valid To\]  
,FH.\[FK Capability ID\]  
FROM \[current_dw\].\[Feature History\] AS FH  
WHERE FH.\[FK Capability ID\] = 0  
AND (  
(CAST(FH.\[Feature Fact Valid From\] AS DATE) \<= '2023-3-31' AND FH.\[Feature Fact Valid To\] = '9999-12-31 00:00:00.000') --Current history record that does not have capability assigned base on filter date  
OR  
CAST(FH.\[Feature Fact Valid To\] AS DATE) = '2023-03-31' --History record filtered by date where capability was not assigned  
)  
) AS F  
GROUP BY --Grouping to remove duplicate feature records  
F.\[FK Feature ID\]  
,F.\[Feature Name\]  
,F.\[FK Capability ID\]  
,F.\[Feature Fact Valid From\]  
,F.\[Feature Fact Valid To\]

comments: author: Chrissie Hoots
body: Thank you Sam for your prompt response. This should be a good start. I may come back with more questions later.
Default Process Step - can one be setup in Align
Asked by Drew Smith:

Align has States where the 0 - Pending Approval is a default state that a work item will go to if a Jira status has not been mapped to any other state. Is there a way to do this with Process Flows? Do not see anything about being able to flag a Step in a Process Flow as a Default.

The purpose is basically a catch-all in the event a mistake is made and a Jira status is missed and not mapped to a Process Step, this way when a new Story created in Jira comes into Align it will have some step associated to it and consequently an Align State as well. If this is not possible what will Align do with that issue if it doesn't know what Step to put it to?


Answers:
author: Tom O'Connor
body: If an issue in Jira Software is in a status that is not mapped to a state in Jira Align, the Jira Align state will default to **0 - Pending Approval.**Unfortunately there is not a way to setup a default step other than what is stated above. This article has more details:

<https://community.atlassian.com/t5/Jira-Align-articles/How-to-Configure-State-Mappings-between-Jira-Software-and-Jira/ba-p/1253519>
Have you ever used Jira Align for performance assessment?
Asked by Amy Chamberlain:

We're looking into Jira Align as a product for integrating OKRs into Jira Software and Service Management but are curious how advanced it is at tracking individual performance against enterprise OKRs.  

Has anyone used Align for this purpose, performance management? How does it compare to other PAC tools out there (or, does it)?


Answers:
author: Jean Henson
body: Hi [@Amy Chamberlain](/t5/user/viewprofilepage/user-id/4678520),

Jira Align was created specifically to be an Enterprise Strategy tool to connect through to execution. Jira Align does an amazing job of tracking OKRs at the Strategy through team level. Although Jira Align can measure OKRs at the individual level, it is cost prohibitive since you would need a full license for every user entering an individual OKR.

There are other tools out there that are built specifically to track Enterprise Strategic OKRs all the way down to individual OKRs. Some of these tools have the added ability to make individual OKRs private so that only the individual and their manager are able to see how they are performing. Many have plugins for Jira (and I know of one that has a Jira Align plugin as well) to connect an individual's work to an OKR.

Happy to talk more about OKRs and supporting toolsets!

Cheers!

Jean Henson

Director, Business Agility \| Aligned Agility, An Adaptavist Group Company

comments: author: Amy Chamberlain
body: Thanks [@Jean Henson](/t5/user/viewprofilepage/user-id/4685207) This was really helpful.  

Is it safe to assume, then, that it's better to rely on other tools for performance assessment cycles?


author: Jean Henson
body: Hi [@Amy Chamberlain](/t5/user/viewprofilepage/user-id/4678520) , from a cost perspective, I would. Happy to chat in person to discuss further! Here is a link to schedule time with me: [Book Time Here](https://meetings.hubspot.com/jean-henson)


author: Ajay _view26_
body: Hi [@Amy Chamberlain](/t5/user/viewprofilepage/user-id/4678520) ,

I am interested to know more on the list of OKRs to track individual performance.


Tags: cloud
Deactivate Users in Jira Align
Asked by Pradeep Nair:

Are there any settings in Jira Align which has to be configured so that the system user gets deactivated automatically once the corresponding user in Jira is deactivated?

I am keen to understand the "Team role" and "system role" deactivation and sync-up process when working in an integrated setup (integration with Jira)


Answers:
author: Matt Magee
body: Hi Pradeep,

While there isn't a configurable function in Jira Align to integrate deactivation of users in your LDAP, I know it can be done through the JA API, with scripting triggered from your LDAP Server.

The following community article provides a detailed explanation of how to "Provision a User" in just this manner, and I suspect with a few tweaks it could be used to decommision a user as well.

<https://community.atlassian.com/t5/Jira-Align-articles/Jira-Align-API-User-Management-Part-1-How-we-used-API-for-user/ba-p/2252266>


author: Heidi Hendry
body: Hi Pradeep,

Matt Magee is correct that there is no configuration in Jira Align to integrate deactivation of users, whether from Activie Directory, LDAP or the corresponding Jira Software.

Matt Magee has also directed you to the right article to help with the deprovisioning/deactivating of a user

You will see in Step 6, that we used Jira Align's REST API to custom build both provisioning and deprovisioning of Jira Align for the Atlassian internal Jira Align.

You can search the article for this phrase to find the right section of code.

```
isLocked=-1 means that the user will be deactivated
```
One Jira project across multiple ARTs (Programs) in Jira Align?
Asked by Kelly Flaherty:

Our current (and preferred) organization has teams from the same Jira project spread across multiple Agile Release Trains. We have organize based on value stream and cross functionality to ensure autonomous trains.

For example:

Platform A/Jira Project A has one team on ART 1, one team on ART 2, and one team on ART3

Platform B/Jira Project B has one team on ART 1, one team on ART 2, and one team on ART3

Is it truly not possible to build programs in Jira Align using one Jira project across multiple platforms? Is there no way to integrate at the team level and not the project level?


Answers:
author: Rae Gibbs
body: [@Kelly Flaherty](/t5/user/viewprofilepage/user-id/5202084) The Jira Connector only supports mapping a given Jira project to a single Jira Align program. It is not possible to map a Jira project to multiple Jira Align programs. As I'm sure you know, issues belong to projects and not boards (teams) in Jira. Because of this, when a project is mapped to a program, all of the issues that belong to the project will get synced to the mapped program. If the connector allowed the mapping of a given Jira project to multiple programs, it would not be able to determine which issues belong to which program.
Is it possible to provide a template for descriptions?
Asked by Kristyna Knoblauch:

We would like to standardize the content provided within the description field in Align. Is it possible to establish a template or standard set of text for ensuring consistent details to be provided?


Answers:
author: Christoph Piotrowski _catworkx_
body: Hello [@Kristyna Knoblauch](/t5/user/viewprofilepage/user-id/5043917) , currently you can not specify a template for the Jira Align description field. But you can configure additional custom field sets to encourage your stakeholders to specify a certain set of information for epics. Also, you can specify individual custom fields.

You can find more information here: [Create custom field sets -- Jira Align](https://help.jiraalign.com/hc/en-us/articles/115000370713-Create-custom-field-sets)

Kind regards, Christoph


Tags: cloud