youngmon/atlassian-qna huggingface dataset:
Story Points Roll-Up Question/Issue
Asked by Alison Clough:

We are in the process of adopting Advanced Roadmaps (we are in Data Center). We are noticing some weird behavior with the Story Points roll-up. We have two levels above Epic in our Hierarchy ("Project" and then "Program" above that). When we enable roll-up of Story Points at the Project and Program level, the roll-up value includes not only the roll-up value of the epics beneath, but also includes the estimated points value in the roll-up. For example, we have a "Project" with two epics under it. One epic has a roll-up of value 20 pts. The other has a roll-up value of 96 pts but also has an estimate value of 97 pts. The total roll-up on the Project level is "213 pts", not the 116 pts we would expect to see. We assume the estimate is just there for reference once you are rolling up. Is there something we are doing wrong or is it working as intended?


Answers:
author: Clark Everson
body: Hi Allison,

The only thing i can think of is you are filling in the estimate values in the epics themselves rather than only the stories under the epics, or have some automation some where doing this. Also maybe could be subtasks as well.

Best,

Clark

comments: author: Alison Clough
body: We are putting estimates on the epics. Our expectation was that we could put an estimate on an epic and then, once stories have been fleshed out and sized, that we could switch to a roll-up at the epic level but still see the original epic estimate. AR appears to be including the epic roll-up number as well as the estimate in the roll-up above the epic. Any thoughts on how to still allow the original epic estimate to still be visible in AR without it being included in the roll-up totals? Guessing we would need to create a new epic original estimate field, or something like that, to house the estimate.


author: Daniel Capizzi
body: Hi [@Alison Clough](/t5/user/viewprofilepage/user-id/2945100)

The behaviour you've described is what we expect to happen when rolling up estimates - we calculate the rolled-up estimate for the epic as the sum of the issues below it, as well as the estimate for the epic itself.

Creating a new original estimate field would definitely be the best way to keep visibility on the initial estimate you've given the epic without interfering with the roll-up calculations.

Hope this helps - please feel free to let me know if there's anything else I can help clarify!

Cheers,

Daniel


Tags: advanced-roadmaps

server
How use weeks in Advanced Roadmaps for estimation
Asked by Micha?:

Hey,

do you know any option to show estimation in weeks instead of days in Advanced Roadmaps?

thank you

Micha?


Answers:
author: Daniel Capizzi
body: Hi [@Micha?](/t5/user/viewprofilepage/user-id/189407)

Unfortunately Advanced Roadmaps doesn't support using Weeks as an estimation unit - only Hours or Days are supported for time based estimation. I believe the reasoning for this is that in the agile methodology a task that will take multiple weeks would typically be broken down into smaller tasks.

Sorry that I can't give you a better answer here, but if you'd like to request this as a feature the best option would be either through the "Give Feedback" button in the header of your plan or by raising a feature request at [jira.atlassian.com.](https://jira.atlassian.com/secure/Dashboard.jspa)

Cheers,

Daniel


author: Himanshi
body: Hello [@Micha?](/t5/user/viewprofilepage/user-id/189407) ,

Welcome to the community !

I see you are looking for assistance in changing the estimation from Day to week. I noticed that a similar query has been answered [here.](http://Community%20Discussion)

Please consider going through it and let us know if you have any followup queries.

Hope it would help you.

Have a great day ahead!

comments: author: Micha?
body: Hey [@Himanshi](/t5/user/viewprofilepage/user-id/5188557),

thanks for answer, could you please share link once again? It doesn't work.

thanks

Micha?


author: Himanshi
body: Hello [@Micha?](/t5/user/viewprofilepage/user-id/189407) ,

Apologies for keeping you awaited.

Here is the link of the community: <https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Show-calender-weeks-in-Jira-advanced-roadmap/qaq-p/1739033>

Please try to access and let me know if it works.


author: Micha?
body: Hey,

thanks for reply.

Thread you mentioned is about timeline and it's values on it.

Need my project came with is unit of estimation. That is shown in advanced roadmaps fields columns.

You can choose between:

Story points

Hours

Days

So question is if weeks could be also applied as estimation units :)?


author: Himanshi
body: Hello [@Daniel Capizzi](/t5/user/viewprofilepage/user-id/4481232)

No, the weeks can't be applied as current by product design Jira offers only three units i.e Story Points, Days and Hours as estimation.


Tags: advanced-roadmaps

estimate
how can i expand my epics to view all my stories / tasks within my features
Asked by Amreen Firdouse:

Hi,  

I have set up my plan dashboard based on a query and at the moment i can see the all the features listed in my plans dashboard,  
![issue.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/273585i235E69DACA6239E0/image-size/large?v=v2&px=999 "issue.PNG")  

<br />

I would also like to be able to expand on my features and look at all the issues under the feature's. How do i achieve this, example of ref i have found on the internet is like below.  

![Capture1.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/273587iAB4F2E6D22F0AFC8/image-size/large?v=v2&px=999 "Capture1.PNG")  

Regards,

Amreen


Answers:
author: Doc Tube
body: Is it possible to also have Test Case Template belllow Stories. This would be perfect in Atlassian structure. so instead of Extend Epics with Stories my request: Extend Stories with Test Case Template


author: Marc - Devoteam
body: Hi [@Amreen Firdouse](/t5/user/viewprofilepage/user-id/5286508)

Welcome to the community.

The example picture you used is from the roadmap related to a board within a Jira project.

The Advanced Roadmap Plan can be based on issues from multiple projects, this by having multiple sources.

* Projects
* Boards
* Filters

If you have child issues on the Epics shown in your roadmap plan, they will be visible.

This can be achieved by using the Epic Link field in your stories, task, bugs and other issue types at the same level.

Here you can find documentation on [advanced roadmaps](https://www.atlassian.com/software/jira/guides/advanced-roadmaps/overview#what-are-advanced-roadmaps)


author: Mark Segall
body: Hi [@Amreen Firdouse](/t5/user/viewprofilepage/user-id/5286508) and welcome to the community!

I have a few follow up requests:

* Please share a screenshot of your issue Type Hierarchy located here:
  * https://**YOURINSTANCE**.atlassian.net/jira/settings/issues/issue-hierarchy
* Please share the JQL you're using for your Plan filter

This will help provide more context on the challenge you're facing.


Tags: advanced-roadmaps
NO advanced roadmap option
Asked by Amulay Pareek:

I am not able to see the advanced roadmap feature on my jira subscription, how do I verify what kind of subscription I have and also to get advanced roadmap functionality? kindly advise, thanks


Answers:
author: Laurie Sciutti
body: Hello [@Amulay Pareek](/t5/user/viewprofilepage/user-id/5282998) \~ click the cog wheel icon in the upper right of your screen and select "Billing". You should see what plan you are using there. You can then click the Manage link, navigate to your application and click the Change link to compare features by plan. HTH


author: Amulay Pareek
body: thanks Guys, looks like my company does not have a premium version, hence, not able to see the advanced roadmap, let me work on it, thanks a lot for your valuable time n support..cheers

[@Marc - Devoteam](/t5/user/viewprofilepage/user-id/3796976) [@Laurie Sciutti](/t5/user/viewprofilepage/user-id/1137433)


author: Marc - Devoteam
body: Hi [@Amulay Pareek](/t5/user/viewprofilepage/user-id/5282998)

Welcome to the community.

You can view the features per plan [here](https://www.atlassian.com/software/jira/pricing)

Planning in advanced form -\> Advanced Roadmaps is included from Premium.

And as [@Laurie Sciutti](/t5/user/viewprofilepage/user-id/1137433) mentioned, you can view you current plan under Billing.


Tags: advanced-roadmaps

cloud
JQL for filter to pull in epic and its children
Asked by Alison Clough:

Looking for help writing a couple of JQL queries to pull data into AR plans. I think there are a number of ways to do these queries. Looking for the simplest one that we can give to team members to replicate when they want to pull specific work in from other teams.

1) Pull in an epic and all of its children

2) Pull in an initiative and all of its children (epics, stories, subtasks, etc.)

Note that we are on Data Center so some of the custom JQL queries available in Cloud, such as "portfolioChildIssuesOf", are not available to us.


Answers:
author: Marc - Devoteam
body: Hi [@Alison Clough](/t5/user/viewprofilepage/user-id/2945100)

You will need an app for this.

As [@Chris Buzon](/t5/user/viewprofilepage/user-id/3602914) mentioned scriptrunner is an option, as it offers extra JQL options like the one you need.

Or there are other JQL extensions apps on the Marketplace.

I use [JQL search extensions for Jira](https://marketplace.atlassian.com/apps/1214791/jql-search-extensions-for-jira-the-jql-extensions?hosting=datacenter&tab=overview) in cloud, but it is also available in DC


author: Chris Buzon
body: JQL doesn't have a nice way to do this out of the box, often you need something like Structure (app) or scriptrunner to do it.  

In plans (AR) you can feed it **several** filters, so you can pass it a list of Epics (1 filter) and then a list of stories/tasks where epic-link/parent is not empty, OR 3rd a list where "epic link in (list)". Once you have all the data+ more, it'll understand the relationships.  

it's possible to get around the issue going forward, by using automation to label or otherwise edit tickets when they're attached to an epic or initiative, but it doesn't really help you at the moment. It's also a gross solution, and just clutters up your data with workarounds and noise.

comments: author: Alison Clough
body: Thank you


Tags: advanced-roadmaps

server
I cannot see some epics under delivables
Asked by Karol Bernal:

Hi Team,

In advance roadmaps I'm not able to see some epics under a deliverables.

I already check filters, labels, fix version, sprint, epic link, almost everything but still I cannot visualize. The most curious is that the other deliverables that has the same characteristics is showing the epics linked


Answers:
author: Taha El Majidi
body: Hi [@Karol Bernal](/t5/user/viewprofilepage/user-id/5284912) ,

Did you check the scope of your plan ?

If you can share more details about your plan or program, like the scope the filters you are using, some screenshots of what you can an cannot display.

Thanks,

comments: author: Karol Bernal
body: Hi Majidi,

This is an example of the plan. As you can see deliverable 1 and 2 has epics underneath to show. But that doesn't happen with number 3 deliverable.

The number 3 deliverable has child issues (epics) linked. Same characteristics as deliverable number 1 \& 2.

Could you please help me with that.

Thanks

Karol


author: Karol Bernal
body: ![Capture1.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/273208i9B0AB1A725A53FAE/image-size/large?v=v2&px=999 "Capture1.PNG")


author: Taha El Majidi
body: [@Karol Bernal](/t5/user/viewprofilepage/user-id/5284912) ,

All the Epics are on the same project ?

If not, what type of project are you using for the Epics you don't see on your plan ?


author: Karol Bernal
body: I had checked and yes belongs to the same project but different Jira boards. is it possible to visualize all boards in Advance roadmap?


author: Taha El Majidi
body: Hi [@Karol Bernal](/t5/user/viewprofilepage/user-id/5284912) ,

If they are all under the same project, probably your scope does not include all the boards.

Can you please screenshot your scope. It's normally in you **plan settings** menu under **issue sources**?


author: Karol Bernal
body: Thank you so much [@Taha El Majidi](/t5/user/viewprofilepage/user-id/4783308) that solved my issue!!!

I did not have linked both boards.

Regards

Karol Bernal


author: Taha El Majidi
body: Hi [@Karol Bernal](/t5/user/viewprofilepage/user-id/5284912) ,

My pleasure ?

regards,


author: Karol Bernal
body: [@Taha El Majidi](/t5/user/viewprofilepage/user-id/4783308) I had another question raised yesterday. Wondering if maybe could you help me with that....

Thank you  

I cannot sort by a specific field in the view settings for Advance Roadmap {#toc-hId--439201330}
------------------------------------------------------------------------------------------------


author: Marc - Devoteam
body: Hi [@Karol Bernal](/t5/user/viewprofilepage/user-id/5284912)

Please check if the non-visible Epics that are linked to by means of the "Parent Link" field and not the Issue Link Type "Parent/Child"

The first option is for showing items in hierarchy within Jira Advanced Roadmap, the second is just for issue linking, but not in hierarchy.


author: Mathieu Truchot
body: Hi Karol,

Are your epics not shown in Team managed project(s) ? This project type is not manageable in advanced Roadmaps...

Best regards,

Mathieu


Tags: advanced-roadmaps
Is there an automation to switch epics that are "open" to in progress?
Asked by Nia Smith:

Advanced Roadmaps will only count Epics that have been moved to "In Progress" so if a team has an Epic that has the status of "Open" it will not be counted in the overall progress for the Initiative until its status has been changed. An Epic being "Open" does not seem to count as "To-do" for an Initiative but I am unsure if this is something we can change via an automation.


Answers:
author: Ste Wright
body: Hi [@Nia Smith](/t5/user/viewprofilepage/user-id/5239646)

Can I clarify the need here, where is this count being displayed in Advanced Roadmaps? Is this the "Progress (issue count)" field?

If yes, it should count all the Epics - not just those which are In Progress - although it will split them by status category (To Do, In Progress, Done).

I would also check "Open" hasn't somehow become uncategorised as a Status - to do this you'll need to be a Jira Admin, and then...

1. Go to Settings \> Issues
2. Select Statuses from the left-hand menu
3. Locate **Open**in the list
4. Ensure the Category **is not** **"No Category"**
5. If it is, press "Edit" from the Actions column
6. Change the category to the appropriate one - eg. To Do

\^ Should fix the issue.

Ste

comments: author: Nia Smith
body: This helped fix it thank you!


author: Joseph Chung Yin
body: [@Nia Smith](/t5/user/viewprofilepage/user-id/5239646) -

Welcome to the community. In AR for Jira tool, there is no automation which can be customized. Typically, the automation is done in your issue sources projects. In the projects, you can create automation rule using Automation for Jira (see reference link below) which can update your Epic's transition based on your condition.

[Jira Cloud automation \| Cloud automation Cloud \| Atlassian Support](https://support.atlassian.com/cloud-automation/docs/jira-cloud-automation/)

Once the source issues are updated, then AR for Jira plan will also be updated.

Hope this helps.

Best, Joseph


Tags: advanced-roadmaps

automation

epic

jira-software

jira-software-cloud

jira-software-server
Themes in roadmaps
Asked by samuel_cherry:

We are using Jira at work, and in our roadmap, our PO woudl like to use themes. When I look on the Atlassian page it made reference to look at the 'Report' tab. Our instance of Jira does not have this tab. We have 'Plans' where we can go to create roadmaps, and reports. But in there we still do not see where to create themes.

Does anyone know where to create Themes in Jira now on the roadmaps?


Answers:
author: Ste Wright
body: Hi [@samuel_cherry](/t5/user/viewprofilepage/user-id/3836741)

Themes used to be available in a previous version of Advanced Roadmaps (called Portfolio) - but are not available anymore.

I'd recommend either...

* Modify the Issue Hierarchy, and add Theme above the current top layer (this is platform-wide)
* Add a Custom Field where you can enter the themes, then filter against it. You could use a Select List, or a Labels field?

Ste

comments: author: Daniel Capizzi
body: Hi [@samuel_cherry](/t5/user/viewprofilepage/user-id/3836741) \& [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470)

As Stephen as mentioned, this functionality is no longer available in Advanced Roadmaps - if you're interested in a bit more context on why this is the case, I'd suggest having a read of Dave's comment on [a previous community post](https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Advanced-Roadmaps-support-for-Themes-amp-Reporting-Functionality/qaq-p/1639685#M6573) which goes into a bit more detail on when this was removed and why


author: samuel_cherry
body: [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470) and [@Daniel Capizzi](/t5/user/viewprofilepage/user-id/4481232)

How would the PO be able to complete these options that were mentioned above?

* Modify the Issue Hierarchy, and add Theme above the current top layer (this is platform-wide)
* Add a Custom Field where you can enter the themes, then filter against it. You could use a Select List, or a Labels field?

I suggested those as options to our PO, and they are not sure how to add these on there.


author: Ste Wright
body: Hi [@samuel_cherry](/t5/user/viewprofilepage/user-id/3836741)

You'd need a Jira Admin to make these changes - often they work for your IT Services team or similar.

Ste


author: Daniel Capizzi
body: You may also like to pass on these docs if your company is new to Jira and needs some help getting these things setup!

* [Configuring the Issue Hierarchy](https://support.atlassian.com/jira-cloud-administration/docs/configure-the-issue-type-hierarchy/)
* [Creating a Custom Field](https://support.atlassian.com/jira-cloud-administration/docs/create-a-custom-field/)


Tags: advanced-roadmaps
How to add and give edit access to my Plans roadmap other than read only
Asked by James Booker III:

give edit access to my roadmap other than share read only


Answers:
author: Ste Wright
body: Hi [@James Booker III](/t5/user/viewprofilepage/user-id/5277668)

There are two locations you might need to update settings to allow a Roadmap to be editable by others.

---

**Platform Settings:**

You'll need to be a Jira Admin, and then...

1. Go to Plans (top navigation bar) \> Settings
2. Select "Advanced Roadmaps Permissions" from the left-hand menu
3. Ensure that relevant Groups of users have access to the "User" permission, which allow users to create/edit plans

---

**Plan Settings:**

1. Open your Plan, and enter the Plan Settings
2. Select "Permissions" from the left-hand menu
3. Provide users access to edit the Plan (if not already set to "all users") - as either individual users or groups

---

Let us know if this helps!

Ste


Tags: advanced-roadmaps
Filtered Fields in JIRA Plans Continues to Show those Fields (although they are greyed)
Asked by Sathiya Kanagaraj:

I am currently in the plans feature for a project and I'm trying to see only the items which are in progress which is what I've set my filter to, however, the view still shows Epics with other status (they are simply greyed out). Is there a way to hide these completely so that I can get a non-cluttered view?


Answers:
author: Mark Segall
body: Hi [@Sathiya Kanagaraj](/t5/user/viewprofilepage/user-id/5067179) - Unfortunately no and this is a good thing. The parent issues are grayed out because they have children that meet the filter criteria.

The reason this is a good thing is that it is likely pointing to bad data/behaviors. For example, you have an Epic with a status of **Open** or **Closed** but it has child issue(s) with a status of **In Progress**. The plan is warning you that the team has either pulled in child issues early or the Epic has not been set to In Progress to match that the work has begun.
Using Kanban capacity planning in Jira Premium Plans
Asked by jeroen_wilmes:

Can anyone help me with the following:

What field in Jira (Epics, Stories) maps to the capacity plan in Jira Plans using Kanban?

I can set-up a team as kanban, allocate tasks to the team. Set the Kanban capacity. The field "Estimates (d)" is used for allocating the workload to the kanban period in the planning. But I can not find this field in the list of field configurations nor customfields in JIRA.

What field do I need to use in the Jira ticket for a kanban board to make that the estimated workload in processed in the Jira Plan


Answers:
author: Daniel Capizzi
body: Hi [@jeroen_wilmes](/t5/user/viewprofilepage/user-id/4606019)

When you're using days to estimate in your Plans that's reflected in the *Time Tracking* on your Jira Issue. That field will open a pop up where you can enter *Time Spent* and *Time Remaining -* it's the *Time Remaining* value which will show up in theEstimates field in your Plan.

Hope this helps! Please feel free to let me know if there's anything else I can help with here too.

Cheers,

Daniel

comments: author: jeroen_wilmes
body: Hi Daniel,

Thanks a lot, that was exactly what I was searching for. It works as expected.

regards

Jeroen


Tags: advanced-roadmaps

cloud
Subtask changing to another issue type in Plan
Asked by Lola:

When creating a subtask from the Advanced Roadmap plan view by clicking on the Story and selecting create sub-task from the pop-up menu, an issue is created but it defaults to Test Execution type, not Sub-task (I seem to remember that the old Jira used to do something similar with creating Stories as Spikes but that is irrelevant now). Did anyone know why the subtask issue type is changing


Answers:
author: Joseph Chung Yin
body: [@Lola](/t5/user/viewprofilepage/user-id/1922753) -

I believe you will need to check your plan's issue sources configuration first to determine where the Story Issue Type is coming from which Jira project. Afterward, you need to check the project in question to determine what issue types are used for the project.

Out of the box, the subtask issue type is named "Sub-task". Make sure it is configurated for your project that provides the input to your plan.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Technology Applications Team

Viasat Inc.

comments: author: Lola
body: That did not resolve the issue. We only have one sub-task in this environment and it being used by all projects. anytime we create a sub-task from plan it automatically changed to another issue type.


Tags: advanced-roadmaps

jira-software-server

server