youngmon/atlassian-qna huggingface dataset:
What is the best way to track CapEx vs OpEx spending in Jira Align?
Asked by Derwin Roland:

We are still funding projects and are looking at ways to add Capabilities in time tracking so we can have our team members log their time in time tracking. Is the data in time tracking related to Investment vs Actual reports in Jira Align where you track your teams work by hours and not points?


Answers:
author: Miron Ivano _Timescale_
body: Hi,

One way a customer of ours solves this is to create jira custom select fields called Capex with a Yes/No value. Then this is selected for every ticket. They also add a WBSO filed for tax credits reference and R\&D custom select filed with values for each ticket

At the end since they needed to send a custom EXCEL report to their finance department containing only the JIRA Data they needed plus the location-city of the person that is logging hours they chose our [app - Timescale to do that.](https://marketplace.atlassian.com/apps/1222428/timescale-time-tracking-reports?hosting=cloud&tab=overview)


author: Mark Cruth
body: Hi [@Derwin Roland](/t5/user/viewprofilepage/user-id/3933912) !

To double check, are you using the Time Tracking module of Jira Align, or something else (e.g. Tempo Time)? In terms of Jira Align Time Tracking, unfortunately time entered does not roll up to impact spend totals on the Investment vs Spent report (previously called Investment vs Actuals). The values calculated on the report are based on accepted story points against an costing rate (either blended rate or cost center rate). Check out this help page for more details:

<https://help.jiraalign.com/hc/en-us/articles/115004314088-10X-Investment-Vs-Actuals>

Hope this helps!

Mark

comments: author: Derwin Roland
body: Thanks Mark! After speaking with my local Atlassian architect, he told me the same things how time tracking is its own module and not integrated with the investment vs actuals at this time.


author: Mark Cruth
body: Oh good! Apologies that we didn't get back to you sooner on Community. I'm glad you were able to get an answer :-)
JIRA ALIGN: Is there a max limit to number of questions on a Scorecard?
Asked by Jayme Burkhalter:

One of my stakeholders wanted to know if there is a max limit to the number of questions that can be configured on a custom scorecard in the Value tab? Ideally, we don't want to have more than 4-6 factors to contribute to the value score, but I wanted to have a real answer to offer back just in case.

Thanks!


Answers:
author: Tom O'Connor
body: [@Jayme Burkhalter](/t5/user/viewprofilepage/user-id/4387886) I don't see any specific number documented. I also reviewed our Portfolio Blueprints and we don't specify any specific number, but based on what information you are trying to capture. Obviously if there lots of questions, it will be information overload so there has to be a balance to the number of questions you put in the scorecard.

I've reached out to our JA documentation group to see if they have any idea on the number.

comments: author: Jayme Burkhalter
body: Thank you so much [@Tom O_Connor](/t5/user/viewprofilepage/user-id/3078478) ! Like I said, I plan to discourage an exhaustive list of factors, but knowing the answer is appreciated!!


Tags: cloud
I need to report on our PI status from a % complete vs time elapsed.
Asked by Derwin Roland:

I am using the Program Increment Roadmap chart in the Portfolio Room. Is it as simple as comparing where the % complete bar is to the current date (red vertical line)? Today, we are at 23% complete and the progress bar stops on July 23rd. Is it safe to say we are 6 days behind based on today's date of the 29th?


Answers:
author: Philipp Barry
body: Hi [@Derwin Roland](/t5/user/viewprofilepage/user-id/3933912)

The Program Increment Roadmap in the portfolio room: *"Shows start and end dates that are set in the PI, and % complete based on accepted story effort points.* *Click and drag to move the roadmap, and use your mouse scroll wheel to zoom in or out."* (from the Jira Align help - via "Help" if you have configured the help in your Jira Align instance or via <https://help.jiraalign.com/hc/en-us/articles/115000095234>)  

From my understanding of what you are looking for, this roadmap does not help you then.  

Did you already have a look at the Programm Increment Progress report (<https://help.jiraalign.com/hc/en-us/articles/115002856667>)?   

comments: author: Derwin Roland
body: Thanks Philipp. I think I will have to manually calculate where we are in the PI (days completed) and figure out to represent where we should be from the burn up based on days.
View Settings- Backlog View
Asked by Jayme Burkhalter:

Is it possible to adjust my view settings and save them for the next time? Currently, it is necessary to adjust what I want to see every time the page is opened! Having to make these adjustments each time is hugely inconvenient. In JIRA Portfolio, i could adjust my settings and they would stay that way. Why do they default every time? How can we fix this?

Also, is there more customization here? Can I colorize the Program Tags? Right now they are just white boxes with dashed outline.


Answers:
author: Tom O'Connor
body: [@Jayme Burkhalter](/t5/user/viewprofilepage/user-id/4387886) Currently on the backlog when you set a filter, you are correct that you cannot save the filter nor does it save when you leave the page and return. Although when you open up the Filters it does show the last filter setting and all you have to do is hit the Filter button. Note that when you apply the FILTER on the BACKLOG page ranking is disabled. Also, if you make changes to the columns shown they do save. Was there other settings you are asking about?

![Screen Shot 2021-08-04 at 10.07.13 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/154517i63D0BAA46CEFF677/image-size/large?v=v2&px=999 "Screen Shot 2021-08-04 at 10.07.13 AM.png")

What I suggest is you look at the Features list or work items that you are interested in because these pages do have the ability to apply and SAVE filters as you can see below. This may be helpful as you create multiple SAVED filters on this page.

![Screen Shot 2021-08-04 at 10.06.48 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/154514iECBDEA8C87BC3DA3/image-size/large?v=v2&px=999 "Screen Shot 2021-08-04 at 10.06.48 AM.png")

I'm not sure what you are requesting about the colorization of the Program. There are limits as to what type of configuration you can do on these pages. If you have any ideas, please search or submit them to our ideas page.


Tags: cloud
Milestone Objective Feature Release
Asked by Drake Morse:

Hi,

When will the new Milestone Objective feature be released in Jira Align?

Regards

Drake


Answers:
author: Tom O'Connor
body: [@Drake Morse](/t5/user/viewprofilepage/user-id/4490393) I've reached out internally to see if I can get any updates from JA PM on the status of your question. The next Jira Align Roadmap presentation is Aug 12. Reach out to your TAM or Atlassian representative for the link to get registered for the event.


Tags: cloud

objective
Column size in portfolio view
Asked by Jayme Burkhalter:

Has anyone discovered a way to adjust the column sizes on the Backlog View? Having a bunch of white space in one area, and crammed up data in another is killing me!


Answers:
author: Tom O'Connor
body: [@Jayme Burkhalter](/t5/user/viewprofilepage/user-id/4387886) currently there is not a way to resize columns. There is a idea out there that you should vote for... <https://internal.jiraalign.com/ideaZone/ideas?ideaID=815>

I do know that JA PM is working on UI re-design for upcoming releases, but I know of any specific timing of those and if this would be addressed. There is the Aug 13 roadmap review that may address this request.

comments: author: Jayme Burkhalter
body: [@Tom O_Connor](/t5/user/viewprofilepage/user-id/3078478) I put in my vote!


author: Nathan H?rdig
body: Hi, I would love to vote on this but can't reach the issue. Is there a public one?


Tags: cloud
Missing configuration options
Asked by Jayme Burkhalter:

I am trying to add additional configurations to the top bar and I do not have as many options to add as the help tab suggests I should.

I am running into this issue more urgently when I am trying to assign programs to a Strategic Snapshot. The Help tab says there should be many options to choose from including, Programs, but when I go to configure the Strategic Snapshot to select my two programs, the Programs option is not visible and I cannot select anything. the only options I have are Members, PI, Products, and Work Structures. Any idea how I fix this issue? It is causing a big issue as we are trying to align incoming proposals of work to our Strategy.


Answers:
author: Tina Behers
body: [@Jayme Burkhalter](/t5/user/viewprofilepage/user-id/4387886) Strategic Snapshots are time increments. When creating a snapshot, the program association is inherited based on the PI selections made when creating the snapshot.

Configurations available are Team Members (users named will have the ability to edit the snapshot - assuming they have the appropriate role)

Products; Only products associated will rollup

PI's - this is where the program becomes associated.

Org Structure - this is important! Portfolios are associated to Org Structures, and Programs to Portfolios, then of course PI's to Programs.

In the attached screenshot - I've set up FY22 Snapshot for my Retirement Services (org Structure) associated their (1) product and can now select from a list of ALL PI's - available in the system. ![Snapshot 1.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/152220i90A7E0AF77121741/image-size/large?v=v2&px=999 "Snapshot 1.PNG")

\*Note\* Ideally Jira Align, would filter the returned list of PI's to only those associated to only those associated to to portfolios in my selected Org Structure, but it does not - so it is important to select ONLY the PIs (and by extension the programs) you want to roll up to this snapshot.


Tags: cloud

configuration
Is Unito the best Power Up for workflow and forecasting?
Asked by Mary Diers:

We are in need of tracking projects from start to finish with forecasting capabilities to make sure we are on track. Is Unito the best fit for this? Thank you!


Answers:
author: Tom O'Connor
body: [@Mary Diers](/t5/user/viewprofilepage/user-id/4483903) I'm not familiar with Unito and it does not have a direct integration to Jira Align. Theoretically you could use Unito to Jira and then use the existing connector between Jira and Jira Align. However, could you add some more insight and understanding on what you are trying to accomplish?

Are you using Jira Align? We don't really track "projects" in Jira Align as it is used for Agile@Scale. Although many companies can use the Epic work item in JA for funding and tracking of agile projects.


Tags: unito
Advanced Roadmaps - Plan menu stopped showing on Jira Server
Asked by Maciej Puchalski:

Hello,

I have a self hosted Jira Server (Software) and Advanced Roadmaps app.

It had a main menu item Plan, that I used to access all Prtfolios, plans, etc.

Some days ago the menu disappeared. Not sure, but maybe it happend after I did upgrade some of the plugins that showed "upgrade is available", which I do from time to time.

When I go to Manage apps, I see that ...

This app couldn't be loaded. It has one or more errors that prevent it from being enabled.  
Version: 8.19.1  
Vendor: [Atlassian](http://www.atlassian.com/)  
App key: com.radiantminds.roadmaps-jira  
License details: 10-user commercial license, Standard, expires 2023-02-25  
License status: Valid  
License SEN: SEN-11396208  
[33 of 87 modules enabled](https://jira.pumasoft.com.pl/plugins/servlet/upm?source=side_nav_manage_addons#)  
But I cannot find these errors, I did the health checks and log scan, and it indicates no  
errors.  
When I use the "Get started" button from the plugin list, at the Advanced Roadmaps - then it takes me to create a new plan, that I can do and work on that plan. But as soon as I switch to another page/screen, then there is no way to come back to any plan I had, because there is no Plan menu or any other entry point to that plugin.  
What can I do?  

Regards,  
Maciej


Answers:
author: Daniel Ebers
body: Hi [@Maciej Puchalski](/t5/user/viewprofilepage/user-id/223173)

the error "This app couldn't be loaded. It has one or more errors that prevent it from being enabled." is critical at first sight.

I'd recommend taking a look into the Jira's logfiles to determine what could be wrong:

* **Useful log files in Jira** <https://confluence.atlassian.com/jirakb/useful-log-files-in-jira-1027120387.html>

Cheers,  
Daniel


Tags: advanced-roadmaps
How do these Atlassian products compare to one another
Asked by Stephanie Groot:

Can anyone point out the features and differences among the Atlassian products I've listed below? The company I joined recently has Jira Premium. Is that the same thing as Jira Advanced Roadmaps? On Atlassian.com \> Products, I do not see Jira Premium, however, I have an Atlassian URL that describes the feature.

* Jira Premium
* Jira Advanced Roadmaps
* Jira Align Standard
* Jira Align Enterprise


Answers:
author: Mikael Sandberg
body: Hi [@Stephanie Groot](/t5/user/viewprofilepage/user-id/4771368),

Welcome to Atlassian Community!

Premium is just the subscription level you are on, and you can see the differences on what you get access to in Jira if you go to the [Pricing page](https://www.atlassian.com/software/jira/pricing). Advanced roadmap is a feature that is included in Jira Premium subscription. Same thing applies to Jira Align.


Tags: advanced-roadmaps
Unable to add story points field to plan
Asked by Drew Cottrell:

Anyone have any ideas why the story points field would be unavailable to add to a plan?

I've seen chatter about discrepancies with plan Story points vs. Jira Story Points, rollup calculations, etc. but I can't even add the field, and it's not available as a custom field to add either not sure why.

Initially I forgot about the concept of "Team" in portfolio, so I made sure the "team" was configured as scrum, but problem persists and I still can't add story points field to the plan.


Answers:
author: Curt Holley
body: Ensure the plan has story points as the Estimation type in the Scheduling section of the plan configuration

![sch.png](https://community.atlassian.com/t5/image/serverpage/image-id/188760i410DAFB71A7E39AD/image-size/large?v=v2&px=999 "sch.png")

comments: author: Drew Cottrell
body: Yes thanks! Discovered that and it's a shame you can't show both for scrumban teams but at least it's simple enough to toggle back and forth depending on use case.


author: Tim Cooley (TMNA)
body: How do you do this?


author: Curt Holley
body: [@Tim Cooley (TMNA)](/t5/user/viewprofilepage/user-id/5115152)   
Plan settings/configure/scheduling/estimation (set to Story points) As ??


author: Tim Cooley (TMNA)
body: I saw I did have the correct set up and needed to create a new one.


author: Danny
body: Thanks [@Curt Holley](/t5/user/viewprofilepage/user-id/3527535) Great.

I can get that story point field


author: Drew Cottrell
body: oops updating question instead


Tags: advanced-roadmaps

server
How can I find issues that are not assigned to a sprint but are scheduled during that time?
Asked by Rob Horan:

See the photo below - I have a sprint that Advanced Roadmaps is showing as over capacity, but the workload of the sprint says otherwise. Still, it seems Advanced Roadmaps is looking beyond what is in the sprint. How can I find these issues? Every JQL I come up with comes up empty, and I can't find a way to isolate them in Roadmaps.

![unassigned.png](/t5/image/serverpage/image-id/188653iB054C4E2087DF956/image-size/large?v=v2&px=999 "unassigned.png")


Answers:
author: Rob Horan
body: Time to answer my own question. Should I vote for my answer?

**When looking at a sprint in a plan, how can we isolate the issues that have been scheduled during a sprint but not assigned to a sprint, yet are consuming sprint capacity?**

* This is a little tricky as it is hard to differentiate which issues are assigned to the sprint and which are not in the Plan view, the best approach would be to search for them using a JQL.
* You can look for issues that are between the sprint dates and not part of any sprint by performing the JQL:  

  ```
  ((duedate >= "2022/03/07" and duedate <= "2022/03/25") or ("Start date[Date]" >= "2022/03/07" and "Start date[Date]" <= "2022/03/25")) and sprint is empty
  ```

<!-- -->

* This works for the current sprint for the next you would have to change the dates accordingly. This JQL returns all issues that have a due date or a start date during the sprint and are not assigned to a sprint.

**In the absence of date values in these issues is there a JQL statement that could identify these issues?**

* This can only happen if you are using inferred dates based on the Sprint dates and the sprints overlaps, for this case I'm afraid the only option would be checking the previous sprint stories and setting a due date to them before the new sprint start date.

**Lastly, if an issue rolls over from a previous sprint, will it continue to consume capacity, even if it is closed at the start of the current sprint?**

* Yes, any issue that has a start or due date between the current sprint dates will be counted for the capacity.


Tags: advanced-roadmaps

capacity

jql

sprint
In Advanced Roadmaps how can I scroll the timeline/gantt to see beyond what is displayed on the scre
Asked by Gretchen Coghill:

Jira Data Center 8.21

In Advanced Roadmaps how can I scroll the timeline/gantt to see beyond what is displayed on the screen? There is no scroll bar.

Also, the only configurations I see for that view are 3M/1Y/FIT/custom. Can it be changed to view by month/quarter, etc.?


Answers:
author: Ste Wright
body: Hi [@Gretchen Coghill](/t5/user/viewprofilepage/user-id/4813589)

I don't believe there is a scroll option in Data Center - but you could vote for this feature request - [JPOSERVER-3023](https://jira.atlassian.com/browse/JPOSERVER-3023) - if you think it's needed!

I also don't believe you can pick by month, quarter, etc specifically. As the view is often trying to fit onto the page, it will modify to show a relevant timeframe per segment, based on the overall time period chosen.

For example...

* **3M:**Weeks
* **1Y:**Quarters
* **Fit:**Months
* **Custom:**Depends on the length of time - but works through all 3 options above

Ste

comments: author: Gretchen Coghill
body: Thank you [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470) I did go and vote for the feature request.

Seems odd to me that it would be a feature important enough to add to the Cloud version but not be needed in Data Center version. Hopefully it will get added.


author: Ste Wright
body: Hi [@Gretchen Coghill](/t5/user/viewprofilepage/user-id/4813589)

There are differences between the two platforms - they are separate products!

For example, another difference is Data Center's Advanced Roadmaps has *Programs*- to help you track status/progress across multiple Plans. This feature isn't available in Cloud.

Ste


Tags: advanced-roadmaps

gantt

server
Roadmap based on JIRA filter, limited to 1000 rows
Asked by Smita Bhatnagar:

I have prepared a roadmap based on JIRA query. As my JIRA query is limited to 1000 issues, I am unable to see the remaining issues. Is there a way to resolve this without increasing the filter size as I do not have JIRA admin access


Answers:
author: Ste Wright
body: Hi [@Smita Bhatnagar](/t5/user/viewprofilepage/user-id/4745268)

It should be showing all the Issues up to 5000 (which is the limit) - see:

* **Cloud:** <https://support.atlassian.com/jira-software-cloud/docs/limits-on-plan-size-in-advanced-roadmaps/>
* **Server/DC:** The *Limits on plan size* section on this page - <https://confluence.atlassian.com/jirasoftwareserver/plans-1044784166.html>

I tried this in **Cloud**using a filter, and it allowed for more than 1000 issues - to see how many are included...

1. Press the 3-dots icon next to the plan's name, and select Configure
2. Select Issue Sources from the left-hand menu
3. The *Issues in plan*is visible in the upper right-hand corner

You could also look at *Exclusion Rules*in the plan's settings - to see if any Issues are being hidden. For example, if completed issues are being removed after a set number of days.

Ste

comments: author: Smita Bhatnagar
body: Thank you Stephen, the issue got rectified by increasing number of days


Tags: advanced-roadmaps
Advanced Road showing "estimate" with no "story point" option in fields
Asked by Dustin McDonald:

I am trying to get a view of the story points in my stories in advanced roadmap field and instead it just shows me an "estimate" field. Does anyone know why this is?


Answers:
author: Curt Holley
body: Check in the plans scheduling section that Story points is ticked (not Days) as the estimation option.

![sch.png](https://community.atlassian.com/t5/image/serverpage/image-id/188558i9223CF24A4FA20BE/image-size/large?v=v2&px=999 "sch.png")


author: carlosughini
body: Hi Dustin,

Welcome to the community!

My sincere apologies but you mentioned that you are trying to see the stories in the advanced roadmap field, so I'm not exactly sure about what you mean.

Could you please provide us an image about what you are trying to achieve so we can properly help you?

Regards,

Carlos


Tags: advanced-roadmaps

cloud
Teams in Advanced Roadmaps, can they be managed dynamically via Atlassian Access?
Asked by Thomas Bj?rklund:

Can Teams be dynamically managed within an IAM system such as Atlassian Access? Are Teams in AR just a manual add/removal process of users?

How does a team of 5000+ employees handle this with turnover?


Answers:
author: Curt Holley
body: Hi [@Thomas Bj?rklund](/t5/user/viewprofilepage/user-id/3741458)

No, I don't think that can be done....currently. I know Atlassian are working on creating a more holistic "Team" concept across their products, but that is about all I know at this point.

I like your idea though!!!

The other thing worth pointing out is, currently (and this IS likely to change) adding team members to the Shared Teams....does nothing. Other than providing a list of people in the team, it has no functional value in Jira.  
So, currently no don't need to worry about team turnover as the Team concept in Jira (for now) does not relate directly to the people in the team...it is just a virtual (team) concept.

Hopefully this...made sense?/is helpful??


Tags: advanced-roadmaps

atlassian-guard

jira-cloud
E-mail notifications for successors, when predecessor is finished
Asked by Marian Magna:

Dear community,

we are new to Jira Advanced Roadmaps. Is it please possible to configure an email notification, which will be sent to assignee of succeeding task, after preceding task is completed?

Imagine I have 3 tasks with dependencies: Task 3 can start just after Task 2 is completed and Task 2 can start just when Task 1 is completed. Tasks 1, 2 and 3 have different assignees and different watchers. I want Advanced Roadmaps to send an email to assignees (watchers) of Task 2 right after Task 1 is Resolved / Completed / Closed.

Is this please possible to set up in Advanced Roadmaps? Or is there some other way to do this?

Thank you,

Marian


Answers:
author: Rick Olson
body: I did that within Jira using automation, where I sent an email to the watchers of the issue that is no longer blocked (I also add a comment to the unblocked issue as well). This can get you started:  

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/188032iCD51892584CDD836/image-size/large?v=v2&px=999 "Capture.PNG")


Tags: advanced-roadmaps

cloud