youngmon/atlassian-qna huggingface dataset:
Teams Roster -Export
Asked by Nicole Lee:

Is there a way in Jira Software to export Team Rosters? I can see the teams, I can see all of the names under each team, but there is not a export button. What else can I do to get this data out of the system?


Answers:
author: Nicole Lee
body: Hi, yes I did mean to post this in Jira Software. I was not able to find a way to delete on the align side.


author: Tom O'Connor
body: You asked this question in the Jira Align community area but to confirm you are asking about team members in Jira?  

JA doesn't have an export of team members, but could be pulled via Enterprise Insights reporting.   
Jira Align also can show team members of a team.   
![Screenshot 2024-03-07 at 3.26.29?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/310939i26841CBF71F36A19/image-size/large?v=v2&px=999 "Screenshot 2024-03-07 at 3.26.29?PM.png")


Tags: export

jira

report
Can we remove or hide the dropdown from specific screen which is under Platform Settings?
Asked by anagha.a.kulkarni:

Is there a way to hide the dropdown from specific screen?

I could remove the values inside the dropdown, but wanted to know if it possible to remove or hide the dropdown from Platform Settings? Sample screenshot:

![Platform settings.png](/t5/image/serverpage/image-id/310669i6EED8E57612DF0CB/image-size/large?v=v2&px=999 "Platform settings.png")


Answers:
author: Jamie Giantonio
body: [@anagha.a.kulkarni](/t5/user/viewprofilepage/user-id/5301277) Removing that drop down from displaying for the work item is possible in the Admin Panel under [Detail Panel Settings](https://help.jiraalign.com/hc/en-us/articles/360041832653-Configure-default-and-custom-fields). Select the portfolio and the proper work item level and you will see the list of fields. There is an *Active* toggle that can be set to off and no one will see that field anymore.

![dps.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/310821i7FC8722A6B9C7146/image-size/large?v=v2&px=999 "dps.jpg")


author: Jennelle Stearns
body: [@anagha.a.kulkarni](/t5/user/viewprofilepage/user-id/5301277) Are you asking if you can hide the tab or a specific item within the dropdown list? Either way, the answer is no this can't be removed. Typically, this is an admin functionality so only your admins would be able to see/have access to this. The only thing you can do within dropdowns is to remove/add/change values for any of the items in the list.

comments: author: anagha.a.kulkarni
body: Thank you so much for the response, Stearns :) . I have rephrased the question to make it clearer and can help others as well. The ans given by Jamie solved my problem :)


author: anagha.a.kulkarni
body: Perfect, Thank you Jamie. I missed to check Details Panel Setting :)


Tags: cloud
How to distinguish between a Portfolio Epic and Program Level Epic in Jira Align?
Asked by Dhruv Doshi:

Hi,  

At our organization the portfolio Epics are any epics within the portfolio that has an investment of $3M or More. But while creating an Epic we choose 1 Primary program and assign additional programs if required. However how do we filter results for visibility on Portfolio level Epics only. What can I use to identify an epic as Portfolio Epic Vs Program Epic


Answers:
author: Edvaldo Lima
body: Hello [@Dhruv Doshi](/t5/user/viewprofilepage/user-id/5386745)  

I believe the following community article is a good start.  

* [How to flag Portfolio Epics vs Program Epics without turning on Capabilities](https://community.atlassian.com/t5/Jira-Align-questions/How-to-flag-Portfolio-Epics-vs-Program-Epics-without-turning-on/qaq-p/2310189)   

  <br />

  <br />

I hope it helps!

comments: author: Dhruv Doshi
body: Hello [@Edvaldo Lima](/t5/user/viewprofilepage/user-id/4499146) , it does not. I did reply on that conversation as well. The solution given there is to create portfolio Epics as standalone features, but this is not correct. Features only span 1 single PI while epics span multiple PIs, so a portfolio Epic should not be created as stand alone features as that would break the information necessary and its relationship to multiple PIs


author: Edvaldo Lima
body: [@Dhruv Doshi](/t5/user/viewprofilepage/user-id/5386745)  

Another option is to use the suggestion from [@Samit Mehta \[321 Gang\]](/t5/user/viewprofilepage/user-id/1892795) see below  

"if you need a work item that goes across multiple Planning Increments and across multiple ARTs and also be able to decompose the work item into Features, then you will need to consider either Epics or Capabilities.

Typically, the reason for differentiating between Portfolio-level Epics and Program-level Epics is so that the Portfolio leadership and Program leadership each have a distinct Kanban / Backlog of Epics that they review and approve. Also, you need a way to move these from one Backlog to another - e.g. if a Program Epic exceeds a threshold established by the Portfolio-level team (LPM) then the Program Epic is changed to a Portfolio Epic.

Some options that you can use to filter the data in the Portfolio Kanban (Epic Backlog - Kanban Process Flow view) - the Apply Filters supports only a limited set of fields to filter:

1. use tags - a tag to indicate that this is a Program Epic or a Portfolio Epic
2. put something in the title of the Epic to indicate it is a Program or a Portfolio Epic
3. create separate "Intake" ARTs for Portfolio and Program Epics and set the Primary ART of the EPIC to the appropriate "Intake" ARTs. The "Intake" ARTs are separate from the ARTs you would create that contain the Scrum/Kanban Teams and will only be used to maintain a backlog of Epics for Program or Portfolio leadership. This mechanism would also allow you to stack rank the Program Epic and Portfolio Epics separately if needed.
How can I create a custom script to run a custom formula
Asked by craig.dewalt:

How can I create a custom script to run a custom formula to run a weighted average calculation and show in Align


Answers:
author: Allan Maxwell
body: What work item type? For Epics you could create a custom intake form, use the API to read the values from that form and write the "answer" back to another field on the form.


Tags: cloud
Bulk reject dependencies in Align
Asked by MY:

I have 105 dependencies across a portfolio that need to be rejected. Is there a way to bulk reject? Trying to avoid breaking my mouse from overuse...


Answers:
author: Ste Wright
body: Hi [@Min Yoon](/t5/user/viewprofilepage/user-id/5441758)

I don't believe this is possible at this stage, nor can you access dependencies from the REST API at this point (which might have been an alternative).

You could request this feature though? You can do that from here: <https://jira.atlassian.com/secure/Dashboard.jspa>

Ste


Tags: jira

unknown-hosting-type
Community of practice team type in Jira Align
Asked by Mit Tolia:

Dear All,

In Jira Align, when we try to create a team, the team type field allows to choose between Agile team, Kanban Team (Labs) \& Community of practice.

As I understand, if a scrum board or a kanban board is synced from Jira Software, it automatically creates a team of type Agile Team and Kanban Team respectively.

Is it fair to say that community of practice team type in Jira Align is very light touch and just allows a group of people to be represented as a community of practice; however there is no rich or additional functionality on top of this? for e.g., if there is a CoP team = product team A, no backlog items or stories etc. can be assigned to this type unless the team type = agile team or Kanban team? Also, dependencies cannot be assigned to teams of type = community of practice?

Wanted to validate my understanding \& if I have missed looking at something else that is available within Jira Align?

In this situation, is there any way for a virtual team like communities of practice to be represented in Jira Align, unless they are represented in Jira Software as having their own Jira projects and working off a scrum or a kanban boards?

Thanks and Regards,

Mit Tolia


Answers:
author: Jamie Giantonio
body: [@Mit Tolia](/t5/user/viewprofilepage/user-id/3603273) CoP teams are scheduled for deprecation. This type of team can still be created in Jira Align and associated with existing communities of practice for a short time. We do not recommend associating this type of team with a community of practice, as we have removed the Communities of Practice summary page. For more details, see our [removal announcement for the Collaboration module](https://help.jiraalign.com/hc/en-us/articles/11654966622356#removals).


Tags: cloud
What should my JQL query look like to show stories per assignee including collaboration stories?
Asked by Day:

My team is looking to add quick filters for our stand ups, how do I fix my query to show stories that an assignee is also a collaborator on not just the ones they have ownership of?


Answers:
author: Jamie Giantonio
body: [@idayziah_jones](/t5/user/viewprofilepage/user-id/5440976) it sounds like your issue might be with Jira and not Jira Align- if that is the case i would recommend that you post your question in the Jira Community- <https://community.atlassian.com/t5/Jira-Software/ct-p/jira>


Tags: cloud
Can you adjust the roles dropdown for agile and kanban teams?
Asked by Sonja Peterson:

Can you can add different roles to the dropdown for teams that is more oriented towards what we use within our company?

I could only found definition of the existing roles in the knowledge base: <https://help.jiraalign.com/hc/en-us/articles/360011738413-Assign-team-roles>


Answers:
author: Allan Maxwell
body: No, I don't think those can be edited or changed.


Tags: cloud
Dependency Statuses
Asked by Dominique Greene:

Is there any enhancements in the pipeline to make dependency statues work similar to Jira? Example. If a requester on the dependency blocked the dependency but the Depends on team decides to reject the dependency due to lack of communication, the dependency will continue to display as blocked instead of wiping out the blocked status and updating the status to rejected. In essence it appears that the dependency is holding two statuses due to Reject no longer being an option to the Depends on team and unable to changed the blocked status on the requesting team side for them. When the blocked is released from the requesting side the dependency then reflects the rejected status. I would think that Reject would trump block and would overwrite the blocked status. It's also possible to have the dependency blocked on both the requester side, and depends on side at the same time, and reject status. Is there any updates planned to have a dependency hold one status at a time? Thank you.


Answers:
author: Jamie Giantonio
body: [@Dominique Greene](/t5/user/viewprofilepage/user-id/5223672) I would recommend that you create a Jira Align Product suggestion for the situation you identified above.

You can create a Product suggestion ticket following the steps below:

1. Access [https://support.atlassian.com/contact/#/](https://support.atlassian.com/contact/#/%C2%A0)
2. Select "Product Suggestions"
3. Click on "Go to product suggestions"
4. Next, Click on the Create button
5. Fill in the required fields

Once the above steps are complete a new Product suggestion ticket will be created and we'd recommend adding yourself as a watcher and voting for it to raise the visibility of the suggestion to the JA Product Management team.  

Should you have any further doubts or concerns, feel free to raise a Jira Align support ticket and we'll assist you!
Multiple Jira instances to 1 Align instance
Asked by sangeetha.ravichandran:

We have 3 Jira instances and are looking to connect to 1 Jira Align instance via the connector.

I believe connection from more than one Jira-to-Align ART is not possible (as of this week), are we still able to have a more than one Jira to Align Portfolio connection?

Could someone please confirm if we are able to proceed with connecting multiple Jira instances to 1 Align instance?


Answers:
author: Allan Maxwell
body: > Could someone please confirm if we are able to proceed with connecting multiple Jira instances to 1 Align instance?

Yes, you can connect multiple instances of Jira and a single instance of Align. You will need multiple Connectors, one for each instance of Jira. You may also need to check you license agreement; I believe the 3 connectors are included in the basic license agreement, but more can be added.

If your Jira Align instance is in the Cloud, you will need to create a support request to enable the additional Connectors. If you are on-prem, it is probably still a good idea to contact Atlassian support for specific instructions on starting the additional Connector background processess.


author: Karan Madaan
body: [@sangeetha.ravichandran](/t5/user/viewprofilepage/user-id/5435329) you can connect more than 1 Jira instance to Jira align, however if the intent is to connect Jira projects from 2 different Jira instance under one Jira Align Program, that's not possible.


author: Pramodh M
body: Hi [@sangeetha.ravichandran](/t5/user/viewprofilepage/user-id/5435329)

As described in this community question, you may need to consider issue sync into one Jira Project and then connect Jira Align into it

<https://community.atlassian.com/t5/Jira-Align-questions/Can-Jira-Align-be-integrated-with-2-or-more-instnaces-of-Jira/qaq-p/1302786#>

Thanks


Tags: cloud
How to Link Dependencies to Feature?
Asked by Dominique Greene:

Hi,

I see there is an option to link a stories to Dependencies but is it possible to link the Feature that is housing the stories to the Dependency?

Thank you.


Answers:
author: Ahmet Kilic _catworkx
body: Hey [@Dominique Greene](/t5/user/viewprofilepage/user-id/5223672)

here is Ahmet from catworkx.

Have you already checked out any dependencies you have created? I'm attaching an example below where you can see:

1. assign any story to the dependency
2. assign any feature to the dependency

![Screenshot 2024-02-19 at 14.44.53.png](https://community.atlassian.com/t5/image/serverpage/image-id/307222iEE28958AD48126BA/image-size/large?v=v2&px=999 "Screenshot 2024-02-19 at 14.44.53.png")

In case you wanna understand Jira Align dependency concept, then [@Tarun Sapra](/t5/user/viewprofilepage/user-id/3547375) had already documented in a great explanation. Enjoy it:

[https://community.atlassian.com/t5/Jira-Align-articles/Flow-of-Dependency-Management-in-Jira-Align/ba-p/1612693#:\~:text=In%20Jira%20Align%20a%20dependency,and%20the%20negotiations%20starts%20again](https://community.atlassian.com/t5/Jira-Align-articles/Flow-of-Dependency-Management-in-Jira-Align/ba-p/1612693#:~:text=In%20Jira%20Align%20a%20dependency,and%20the%20negotiations%20starts%20again).

Warm regards,

Ahmet

comments: author: Dominique Greene
body: Hi [@Ahmet Kilic _catworkx](/t5/user/viewprofilepage/user-id/3623529) thank you for responding. Yes I saw that as an option but in my company we create our dependencies off of initiatives making it difficult to loop the Dependency back to the Feature. I am currently going by a shared Initiative to try to connect Dependency to Feature which is time consuming and going forward we are going to try to reference the dependency ID in the tags section but was curious to know why the option doesn't exist on the Initiative level. Thank you.
what makes an Epic splitable?
Asked by Sjoquist, Carl:

Hi - We see that the dropdown for some Epics includes the "Split" option, but not for other Epics. What would be the distinction between the two? Why can't we split any and all Epics?

thanks!

Carl


Answers:
author: Steve Sauser
body: [@Carl Sjoquist](/t5/user/viewprofilepage/user-id/3985825) Without digging a bit deeper into your instance there are 2 highly likely candidates why an Epic could not be split.

1. **The Epic has been previously split**
   * Once any work item has been split it cannot be split again.
   * There are visual indicators in places like the Grid which show the word "Split" above the State.
   * Inside the work item there is also data and visual indicators to indicate the work item is a split.
   * Screen shots attached.
2. **The Role of the user attempting to perform the Split does not have the appropriate role permissions to perform a split.**
   * Screen shot attached.

If none of these solve the issue, it might be best to submit a support ticket so that we can dig deeper with you.

*** ** * ** ***

**Grid**

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/306961i5C1122B09F04D318/image-size/large?v=v2&px=999 "image.png")

*** ** * ** ***

**Epic Detail Panel**

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/306962i6EED78499894183A/image-size/large?v=v2&px=999 "image.png")

*** ** * ** ***

**System Role Toggle**

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/306963iD25E46A7FD2D2425/image-size/large?v=v2&px=999 "image.png")

*** ** * ** ***

comments: author: Sjoquist, Carl
body: Thanks Steve!


Tags: cloud
Identifying Analysis Completion Sprint for Development Start
Asked by Joseph Hani:

Hello everyone !

I have a quick question for you !

As part of our upcoming Program Increment (PI) Planning session, we're aiming to showcase our Program Board with the features analysis and development plan. We are trying to Identify the **end sprint for "Analysis" status** and **expected completion dates of the analysis of a specific feature** . This information will enable us to make informed decisions about when development for each feature can commence.

So my question is mostly, how to show the end of analysis sprint

* Within Jira Align, can we leverage specific reports or functionalities to visually represent the analysis and development plan for these features?
* Are there any dashboard options or configurations that aid in presenting this information effectively during PI Planning?
* Do you have any recommended best practices or tips for creating and presenting a compelling analysis and development plan ?

Maybe Jira Align is not the answer and Jira Software can help for this issue .... We are actually lost on those question ...

I'm open to every solution you can have and if you need any more information please let me know !!

Thank you a lot !

Have a nice day !


Answers:
author: Jamie Giantonio
body: [@Joseph Hani](/t5/user/viewprofilepage/user-id/4554721) I'm not quite sure how you could do this with the program board. One thing i can think of to at least make this visible in your process is to [create process flows](https://help.jiraalign.com/hc/en-us/articles/115000104293-Create-process-flows) for your features, where one of the flow steps is the analysis and development work. This way on the [backlog page for features](https://help.jiraalign.com/hc/en-us/articles/115000175887-Backlog-for-features), using the *kanban view* by *process flow*, you can see all features and the step they are in. With process flows you can also capture exit criteria, allowing you to define specific requirements that need to met before moving a card to another state.


Tags: pi-planning

program
Jira Align - Bulk User Deactivation using API
Asked by Bhanu Prakash:

Hello Jira Align Community,

I am currently able to de-activate 1 user at a time using REST API

Question:  
I need help to deactivate multiple users using REST API.   
(or)  
Any other way to get this addressed.


Answers:
author: Ahmet Kilic _catworkx
body: Hey [@Bhanu Prakash](/t5/user/viewprofilepage/user-id/5298405)

have you already tried to export your users and create a for loop to deactivate them in your script?

You may find more information in the fantastic article below such as script, challanges and points for attention.

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

I hope this helps.

Warm regards,

Ahmet at catworkx

comments: author: Bhanu Prakash
body: [@Ahmet Kilic _catworkx](/t5/user/viewprofilepage/user-id/3623529) ,   
Thank you for quick Turn around, Yes i did check the link multiple times over the week.   

Is there a similar Script for Json (or) CURL


author: Ahmet Kilic _catworkx
body: [@Bhanu Prakash](/t5/user/viewprofilepage/user-id/5298405)

thanks for your feedback.

I'm afraid there is no sample script here for JSON or CURL. Though we, catworkx, would be happy to help you with this.

Don't hesitate to send a email to agile@catworkx.com, if you can not overcome the issue.

Cheers,

Ahmet


Tags: rest-api
Jira align API Risks - lastUpdatedDate issue
Asked by WU Viviane:

Hi,  

I have a question about the Jira Align API for Risks (/align/api/2/Risks/{id}), because for about a month when we create a new risk, the lastUpdatedDate is set to good date, but timestamps are always at 00:00:00 no matter what time we add a risk.  
So basically, if I create a risk on 01/25/2024 at 4:36:13 PM, I see "createDate": "2024-01-25T16:36:13Z" which is correct, but "lastUpdatedDate": " 2024- 01-25T00:00:00Z"  
...Is this normal? I don't remember it being handled like that before.  

This phenomenon happens when we create a new risk, but when a risk is updated, the lastUpdatedDate is correct.  

Regards,  
Viviane


Answers:
author: Jamie Giantonio
body: [@WU Viviane](/t5/user/viewprofilepage/user-id/5430606) is this still happening? i just ran a test and see a timestamp for lastUpdatedDate:

*"createDate": "2024-03-13T14:08:53Z",*  
*"closeDate": null,*  
*"lastUpdatedDate": "2024-03-13T14:08:53Z"*

comments: author: WU Viviane
body: Yes, it happens when a risk is created, but when the risk is updated it's good  

I just retested, I created a new risk ans this is what I got:  
*"createDate": "2024-03-13T**15:28:09**Z",*  
*"closeDate": null,*  
*"lastUpdatedDate": "2024-03-13T**00:00:00**Z",*


author: WU Viviane
body: But if I modify the risk, therefore there is an update, then it's good I have:  
*"createDate": "2024-03-13T**15:28:09**Z",*  
*"closeDate": null,*  
*"lastUpdatedDate": "2024-03-13T**15:34:53**Z",*


author: Jamie Giantonio
body: Strange! if not having the timestamp on the create is an issue for you, then i'd suggest you open a support ticket for someone to investigate further.


Tags: api

cloud

risk
Agile Portfolio Management
Asked by Humashankar VJ:

With respect to Agile portfolio management capabilities in JIRA Align, such as how portfolios are structured, how epics and features are prioritized, and how resources are allocated across multiple initiatives.

Clarifications might involve understanding how JIRA Align supports portfolio-level planning, forecasting, and decision-making.

Any insights


Answers:
author: Tom O'Connor
body: [@Humashankar VJ](/t5/user/viewprofilepage/user-id/5409474) These are great questions that cannot be simply answered here in Community due to the complexity of the ask and having to know how your organization works today or plans to work in the future.

Ideally your Portfolio structure within your organization should focus on how you deliver customer (internal/external) value, how you fund those initiatives and how you want to track your execution and strategy.

There are also many methods and approaches to how we prioritize epics/initiatives and features/Jira Epics in Jira Align, such as value scoring, WSJF and your value stream intake process.

Finally, capacity planning does require thoughtful understanding, planning and execution of programs (teams of teams) to establish a somewhat consistent velocity for future planning from both a financial and capacity management perspective.   

I'd highly recommend that you and your organization look at getting engaged with one of our [Agile@Scale Specialized partners](https://www.atlassian.com/partners/specialization?tab=agile-at-scale) or with [Atlassian's Advisory Services](https://www.atlassian.com/software/jira/align/services) to assist you through a Portfolio Fundamentals or Portfolio Expansion services offering.