youngmon/atlassian-qna huggingface dataset:
How to migrate data from RTC to Jira Align
Asked by jane zhou:

Hi Someone who may concern,

We are interested in moving our data from IBM RTC to Jira Align, but we are not sure what's the backend of Jira Align, the same as Jira? i.e. can we use tasktop license between RTC and Jira to migrate data from RTC to Jira Align?

We already have lots of data with initiative/ feature/program epic in RTC, so we are wondering how to migrate them to Jira Align.

Thanks!

Best Regards,

Jane


Answers:
author: Bryan
body: Hi Jane,

My name is Bryan Smith and I'm with 321 Gang. We are IBM RTC experts and Jira/Jira Align partners. I'd be happy to chat with you about your need to migrate from RTC to Jira and see whether we can help.

Thanks-

Bryan

bryan@321gang.com


Tags: cloud
Re-syncing multiple boards/sprints
Asked by Suzanne Matheu:

We moved two product areas to a new product portfolio. That product portfolio has different program increments. I've made the necessary changes to the portfolio epics and features pi data and have that cleaned up, but the boards are still mapping to the old program increment anchor sprints.

I have successfully re-synced future sprints on one of the boards which then mapped them to the new program increment anchor sprints, however, I need to this for about 10 boards.

I am thinking I could use the Jira Integration tab and choose to "Run Board, Sprint and Fix Version sync along with the search query" but I'm hesitating as to what that query needs to be when all I really want it to resync the sprints. Can I use this or am I better off to individually resync future sprints on each impacted board?


Answers:
author: Mark Cruth
body: [@Suzanne Matheu](/t5/user/viewprofilepage/user-id/1683370) - you are correct that you could use the Jira Integration tab and set the "Run Board, Sprint, and Fix Version sync" option and it should do what you're looking to accomplish. I'd recommend making your query focused on just the stories you want to see updated on those boards (you might just do something like "type = story" in addition to a date range). Since the old sprints are in place and locked, the resync won't impact those sprints (which is good if you want the historical data).


Tags: cloud
Impediments displayed in the program room
Asked by GregPearson:

I have three impediments created under my program, one story impediment and two team impediments. The teams related to the impediments (including the story) are all represented in the program room view and all three impediments are assigned to the PI I selected to view, but only the story impediment is displayed under the impediment section of the room.

When I click on the "view list" icon at the top right of the impediments section of the room, it takes me to a list that shows all three.

Any ideas? Thanks!


Answers:
author: Rae Gibbs
body: [@GregPearson](/t5/user/viewprofilepage/user-id/4121873) I was able to reproduce in my environment. I'm thinking that is a bug that should be reported to our Support team. You can submit that [here](https://support.atlassian.com/contact/#/). You will need to be logged in.

comments: author: GregPearson
body: Will do, thanks for investigating!


Tags: cloud
Can you automate the creation and distribution of multi-projects (say 10 trains) release notes?
Asked by Marco Chiarello:

Hi there,

We have about 10 release trains delivering on a 2-weeks cadence. Our release notes are sitting in custom fields in Jira. Would I be able to create 1 or more customized release notes communications, and distribute them to one or more distribution groups, and/or generate pdfs automatically from within Align? Are all the recipients required to be Align users? Or, can I publish them in a way that are accessible by anyone in my organization?

Thanks


Answers:
author: Mark Cruth
body: [@Marco Chiarello](/t5/user/viewprofilepage/user-id/1549143) - there's not an easy way to do what you're looking to do around release notes, but I can think of some workarounds...

1. You can use the Roadmaps \> Release Vehicle View and take a Export (saved as an image) of the Release Vehicle that shows the highlights, teams, total work (see below)  
   ![releases_2021-02-09T23_04_09_147Z.png](https://community.atlassian.com/t5/image/serverpage/image-id/129674i4BC255F184C65299/image-dimensions/590x286?v=v2 "releases_2021-02-09T23_04_09_147Z.png")
2. You can then accompany this with an export from the Features and Stories (using the grid pages) filtered down to the particular Release Vehicle (that way you can see all the work that rolls up to the image in part one)

Unfortunately there's not a good way to send all this out, beyond traditional email. If you want to have Jira Align send an email, you could schedule an email from the Admin \> Settings \> Emails page, but this would need to be just a text based email (no attachments) and requires a cadence to be sent out (which could be beneficial for you if you release on a cadence). See screenshot below.

![Screen Shot 2021-02-09 at 5.58.31 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/129677i9953F5DCB79325AB/image-size/large?v=v2&px=999 "Screen Shot 2021-02-09 at 5.58.31 PM.png")

My thoughts here would be to follow steps 1 and 2 above, save the information off to an internal system (maybe a Confluence page), and then email that to everyone. That'll probably be your best option, but others might have different ideas.

I hope this helps a little. I'm curious to hear what you find as you explore!


Tags: release

release-management
How is the value of Current FTE being calculated?
Asked by Jesse Pearlman:

In the article [Plan Capacity for Team and Programs](https://help.jiraalign.com/hc/en-us/articles/115000593093-10X-Plan-Capacity-for-Teams-and-Programs) it states "**Important:** The **Use Current FTE** button overrides the **Planned FTEs** boxes with the values from the **Current FTEs** boxes. Current FTEs is calculated as the average sum of allocations for the last five sprints which are related to the selected team and PI."

How is the current FTE value being calculated? I can't find any other detail on it in the help articles, did i miss something?

Halp! :)


Answers:
author: Aslam Cader
body: Hi [@Jesse Pearlman](/t5/user/viewprofilepage/user-id/3588534) - The current FTEs are calculated based on the full-time team members allocated on a team and it requires those team members should have done work against the last five sprints to calculate the average sum as the current FTE.

And when planning the capacity, you may click on the Use Current FTE button to copy the current FTE values to the Planned FTE column that can be saved as the new planned FTE capacity. If you choose to adjust based on team member availability, then it would make sense to set the planned FTE separately per team.

I hope it helps.

comments: author: Aslam Cader
body: ![forecast-report.png](https://community.atlassian.com/t5/image/serverpage/image-id/131799i5156D29AB8294369/image-size/large?v=v2&px=999 "forecast-report.png")
How to remove a member from an Agile/Kanban team under the <members> tab
Asked by Yasha Bharati:

How to remove a member from an Agile/Kanban team under the \<members\> tab. As a Scrum master, I want to keep my team clean. If a team member has moved from one team/program to another, how do I remove them from the team members list that appears on the \<Members\>tab?

Thank you.

Yasha


Answers:
author: Angenette Holmes
body: Hi Yasha,

You'd be able to remove team members under the members tab in Jira Align. You find this here: Teams \> Manage \> Teams - then change to the members tab.

You can also remove the individual directly from their user account under the Teams tab in the administration \> people section.

I hope this helps.
Please are there are Trend reports available in JiraAlign
Asked by vadivelan natarajan:

Do we have Program Increment Progress reports representing trends of last 3 or 6 PI's around velocity, features delivered etc. Also is there a Cumulative Flow Diagram report for Program Kanban


Answers:
author: Stephen Crandell
body: Hi,

There is a really good 4 part series from CPrime on Jira Align reporting that mentions trends and metrics. See if this helps.

<https://www.cprime.com/resources/blog/the-power-of-team-level-reporting-in-jira-align-part-1-of-4/>

comments: author: vadivelan natarajan
body: Thank you Stephen. Will give a read


Tags: cloud

jira-cloud

report
Would creation of "Release" (Fix Version) in a Jira project would impact Jira Align Release Vehicle?
Asked by Vinay Sharma:

We have integrated Jira Align and Jira Cloud. Using Atlassian best practices - wherein we have a separate Jira project for features (Jira Epics) and multiple Jira projects for Stories, Defects etc.

Now we have created "Releases" (Fix Versions) in some of these Jira projects (projects for Stories Defects) for tagging of defects, which are integrated to Jira Align.

Would creation of releases (Fix Version) in Jira Projects (projects for Stories, Defects) impact release vehicle in Jira Align? Would these releases would show up in Jira Align?

Thanks,

Vinay Sharma


Answers:
author: Jesse Pearlman
body: Vinay,

The fast answer here is this: Use Jira to create and manage the releases (fixed version) needed to for the trains CI/CD needs. Allow the integration to carry those Fixed Versions into Jira Align for visibility and larger coordination.  

As each Fixed Version in Jira is specific to its board the integration will bring them over and show all the Fixed Versions in the Release Vehicles (out of the box name in Jira Align). To get one view of all the work in a given Release Vehicle/Fixed Version you need to use the More Actions\>Consolidate report![Screen Shot 2021-01-13 at 9.35.07 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/125446iC083296AE60CE606/image-size/large?v=v2&px=999 "Screen Shot 2021-01-13 at 9.35.07 AM.png")

Once you have this working smoothly you can then use the Program Room to track Releases due in a Program Increment, the Roadmap for Release Vehicles, and the lesser known, Release Vehicle Roadmap.  

This should point you in the right direction!

comments: author: Vinay Sharma
body: Thanks Jesse for the prompt response!


author: Jesse Pearlman
body: Additionally, if you create a Release Vehicle in Jira Align, it will not carry back to Jira via the integration. It is stand alone to Jira Align.


Tags: cloud
Program Room - PI checklist
Asked by Vandana Kurapati:

Can you please elaborate on how to create PI checklist to show up in program room?


Answers:
author: Derek Huether
body: Hey Vandana!   
Try navigating to the Program Room. In the center-top of the screen is a "View Configuration" button. Select that button and you'll be provided an option to toggle on the PI Checklist. Try that and see if this resolves your issue. \~ Derek

![Screen Shot 2020-12-19 at 4.02.38 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/122936i00176F721DCF2241/image-dimensions/590x179?v=v2 "Screen Shot 2020-12-19 at 4.02.38 PM.png")

comments: author: Vandana Kurapati
body: Thank you for your response. I see the PI check list card in the Program room but cannot see any checklist assigned to the room. How do we create Checklists?


author: Mark Cruth
body: [@Vandana Kurapati](/t5/user/viewprofilepage/user-id/3716974) - I'd recommend checking out the [Checklist Help Page](https://help.jiraalign.com/hc/en-us/articles/115000172954-10X-Create-Checklists-to-Guide-Users-Through-Tasks).

This will show you how to create a Checklist in Jira Align. To get a checklist to appear in a Program Room, make sure to select the following options during creation...

**View:** Public  
**Usage:** Shared  
**Shared with:** Room  
**Portfolio:** Select the applicable Portfolio (a Program Room checklist can be unique by Portfolio, meaning each Program in a Portfolio would use the same checklist). ![Screen Shot 2020-12-19 at 5.43.01 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/122938i2928764B40C62405/image-dimensions/546x441?v=v2 "Screen Shot 2020-12-19 at 5.43.01 PM.png")

Hope this helps!


author: Vandana Kurapati
body: Thank you Mark. I do not see Checklist option in the configuration bar. Also checked to see if there are any settings in the role. Could not find it there as well.


author: Mark Cruth
body: [@Vandana Kurapati](/t5/user/viewprofilepage/user-id/3716974) - do you see the following icon at the top right of your screen? Should look like a clipboard icon. Click on that to access / create checklists. Let me know if you don't see it.

![Screen Shot 2020-12-19 at 8.19.18 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/122958i93062527EFFF59D3/image-dimensions/553x379?v=v2 "Screen Shot 2020-12-19 at 8.19.18 PM.png")


author: Vandana Kurapati
body: Thank you Mark. I can see it now :-) I was thinking that icon is for training simulations. I missed to see this.
Custom fields in filtering
Asked by ????????? ???????:

Hello! Custom fields were added to the plan <https://disk.yandex.ru/i/I8ZL1Y5chBwm0Q>, it is necessary to display these fields in the roadmap filter <https://disk.yandex.ru/i/SD3e6fSCmb3t7g>.

How can I do that? or how to filter tasks in the roadmap by custom fields?


Answers:
author: Pramodh M
body: Hi [@????????? ???????](/t5/user/viewprofilepage/user-id/4732409)

Welcome to the Community!!

Search for **Field** Option, not the filter on UI, below screenshot is the reference

Custom field should be visible once you add it in settings

![Custom Field AR.png](https://community.atlassian.com/t5/image/serverpage/image-id/180477i4FD8489DAC750351/image-size/large?v=v2&px=999 "Custom Field AR.png")

Let me know

Thanks

comments: author: ????????? ???????
body: Hi! [@Pramodh M](/t5/user/viewprofilepage/user-id/3691224)

These fields are displayed in the roadmap, how to filter tasks by a custom field?


author: Curt Holley
body: [@????????? ???????](/t5/user/viewprofilepage/user-id/4732409) they (the added Custom fields) should be available to filter on in the Filters section (upper left of the above screenshot)


Tags: advanced-roadmaps
How we can track Program and Plan in Jira issues?
Asked by aligntechsupport:

Hello!

Could you please help to understand how the "Program" and "Plan" in Advanced Roadmaps traced in the JIRA tickets? For now I can add Jira tickets into the Plan but I can't see any history or field showing that this action been performed.

Thanks!


Answers:
author: Jacob Vu
body: Hi [@aligntechsupport](/t5/user/viewprofilepage/user-id/681498)

Are you asking how to check if tickets have been added to the plans you've created in Advanced Roadmaps? Like an audit log?

comments: author: aligntechsupport
body: Hi [@Jacob Vu](/t5/user/viewprofilepage/user-id/4504580)

Yes. Jira issues have fields(e.g. Priority, Summary, some custom fields, etc.).

So my question is, can Advanced Roadmaps plan/program values be tracked as Issue field values?

Thanks!


Tags: advanced-roadmaps

server
How do I get my Custom Field to Show Up in My Advanced Road Map Plan?
Asked by Jeanne Higgins:

How do I get my "Project Status" Custom Field to Show Up in my Advanced Road Map Plan? I see it under "Custom fields" as shown in the attached screenshot, but I can't get it to show up in the field drop down to add it to my Advanced Road Map plan. The is included in the "Project Plan Default Screen".

![Custom Project Status Field.png](https://community.atlassian.com/t5/image/serverpage/image-id/180037iA61CA5E20300F5B6/image-size/large?v=v2&px=999 "Custom Project Status Field.png")


Answers:
author: Curt Holley
body: [Add and view custom fields in Advanced Roadmaps \| Jira Software Cloud \| Atlassian Support](https://support.atlassian.com/jira-software-cloud/docs/add-and-view-custom-fields-in-advanced-roadmaps/)


author: Tim Perrault
body: Hi [@Jeanne Higgins](/t5/user/viewprofilepage/user-id/4192108)

What happens when you type the field in on the field drop down on the roadmap screen after you have added the field to the custom field section in the admin section of the plan? I noticed that I still had to type in the custom field to select it.

Thanks,

Tim

comments: author: Jeanne Higgins
body: This was so helpful because I was going to "Manage your customer fields" and seeing that the custom field existed and thought that was all I needed to do. Thank you I have it added now.


Tags: advanced-roadmaps

cloud
How can I get the "Estimates (d)" field to show up on the actual Jira Epic, Task, Subtask?
Asked by Jeanne Higgins:

How can I get the "Estimates (d)" field to show up on the actual Jira Epic, Task, Subtask? The only field is see that I can add to the Jira EPIC, Task, Subtask is the "original estimate", but when it is added, it does not show the "Estimates (d)" that I already added via the Advanced Road Map View. For example "Demo Set up and Completed" ou will see I have the "Estimates(d)" set to 1 day, but when I show the actual task in Jira, it does not show and even when I added "original estimate" it shows as "0m".


Answers:
author: Jeanne Higgins
body: This is for Advanced Road Maps not Road Maps. Not sure how I did it, but if I add the date to Start Date and Due Date, they do show up on the Jira Detail. When I add estimate to the estimate column I do see it on the Jira EPIC or Task in the "Original Estimate" or if I add it to "Original Estimate" it does show up in my Advanced Road map in the "Estimate Column"


author: Anna Poppe
body: For me, the estimate I add to the roadmap shows up under the "Time tracking" field in the Jira task as "X remaining"


Tags: advanced-roadmaps

cloud
How do I turn on the Auto-Schedule View in Advanced Road Maps?
Asked by Jeanne Higgins:

How do I turn on the Auto-Schedule View in Advanced Road Maps?

![Advanced Roadmaps AutoSchedule.png](https://community.atlassian.com/t5/image/serverpage/image-id/180021i268B079C07F94D1D/image-size/large?v=v2&px=999 "Advanced Roadmaps AutoSchedule.png")


Answers:
author: Curt Holley
body: [Auto-schedule issues \| Advanced Roadmaps for Jira Cloud \| Atlassian Documentation](https://confluence.atlassian.com/advancedroadmapscloud/auto-scheduling-issues-998651231.html)

comments: author: Jeanne Higgins
body: Curt, Hi. I appreciate the link to the configuring Auto-Schedule, but it is not how to set up the Auto-schedule, but how to enable it. If you look at my screenshoot you will see it is greyed out so I cannot even use it?![Advanced Roadmaps AutoSchedule.png](https://community.atlassian.com/t5/image/serverpage/image-id/180097i1F8CBA2E5150D2C5/image-size/large?v=v2&px=999 "Advanced Roadmaps AutoSchedule.png")


author: Curt Holley
body: What is the Plan using for Estimation (Story points, time??) and do the issues within that plan have them populated?


author: Jeanne Higgins
body: I just need to know how do I enable the Auto-Scheduler for an Advanced Project Plan. The option in my plan is currently greyed out. Not how to configure it when it is enable, just how to enable it?

![Advanced Roadmaps AutoSchedule.png](https://community.atlassian.com/t5/image/serverpage/image-id/181799iA0D501212C04E6F3/image-size/large?v=v2&px=999 "Advanced Roadmaps AutoSchedule.png")


author: Curt Holley
body: Do you have a Team configured for the plan/the work in the plan?

![teams.png](https://community.atlassian.com/t5/image/serverpage/image-id/182084i410000BB44C1B375/image-size/large?v=v2&px=999 "teams.png")


author: Jeanne Higgins
body: I show that I have a "Team" column added, but no drop down choices so how do I I add the team?![Turn on Auto Schedule - How Add Team.png](https://community.atlassian.com/t5/image/serverpage/image-id/182112iBDD65815191C80FE/image-size/large?v=v2&px=999 "Turn on Auto Schedule - How Add Team.png")


author: Curt Holley
body: [Managing shared teams \| Atlassian Support \| Atlassian Documentation](https://confluence.atlassian.com/jiraportfoliocloud/managing-shared-teams-828785294.html)


author: Jeanne Higgins
body: Yes discovered you have to add teams to the project plan to enable the autoscheduler. Thank you all for your input.


Tags: advanced-roadmaps

cloud
Stories/tasks not showing under Epics in Advanced Roadmaps?
Asked by Amit Bansal:

While most Epics are showing all items under it but I have identified 1 Epic which is not showing any items under it even though it has child items under it.


Answers:
author: Curt Holley
body: Hi [@Amit Bansal](/t5/user/viewprofilepage/user-id/2783375)

Most likely the children do not meet the "Issue source" criteria of the plan, or perhaps they are in a Resolved start and due to the Exclusion rule around Completed issues (default setting of 30 days). If neither of those, more info please ?

comments: author: Amit Bansal
body: Thanks Curt. Post your reply I noticed that there were no filters however the epic showed all child issues in "Basic" view and not in the dependency view. Is this an expected behaviour?


author: Curt Holley
body: If those children have no dependencies then they will not show in the Dependency view.

Go to the Dependency view and have a look at how the filters section is set (by that built-in view)


Tags: advanced-roadmaps

cloud
Why does removing an Issue from Plans View A, also removes it from Plans View B?
Asked by mario_masis:

Hello,

I have cross-cutting Portfolio Epics that are being worked by different Teams. Each team has its own Plans View, however, when removing an Epic that does not correspond to Team A from the Advanced Roadmaps Plans View A, it also removes it from the Team B Plans View. How can I prevent this from happening? I would like for the Epic removed from the Plans A Team to remain in the Plans B view/team.


Answers:
author: Joseph Chung Yin
body: [@mario_masis](/t5/user/viewprofilepage/user-id/4722739) -

Welcome to the community. Please clarify what do you mean by views? Does Team A and Team B have their own plan? Does your teams all working against one plan but using different views hosted under the same plan?

If so, then when object (i.e. Epic) is removed from the plan, then it will drop-off from all of the views within the same plan.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: mario_masis
body: hi [@Joseph Chung Yin](/t5/user/viewprofilepage/user-id/396739)

By view I meant that we have "Saved As" different views for each different product team. I don't believe we have created different "plans", per team.

It sounds like we would need to create different "plans" in order to avoid this?

I can check with our admin to see how to go about that.

Thanks!


author: Joseph Chung Yin
body: [@mario_masis](/t5/user/viewprofilepage/user-id/4722739) -

When you dealing with views within the same plan, the source content behind each view is the the same. When you remove an object (Epic) and saved the changes back in Jira in View A, then you are essentially removing it from the source content. Therefore, View B is impacted.

Yes, you will need to have different plans. Keep in mind, if the two plans are also sharing the same content (same Jira project etc..). Be careful on what your issue sources that your plans are pulling in, since one still can save changes back to Jira projects and thus impacting the different plans can still happened.

Best, Joseph


author: mario_masis
body: Thank you Joseph


Tags: advanced-roadmaps
How do I build/showcase roadmap only for the jiras and not their epics/parent jiras?
Asked by Chandramowli G.:

I would like to see the jiras selected for a release version in the roadmap without displaying their corresponding epics and parent jiras.


Answers:
author: Sachithra Dangalla
body: Hi Chandramowli,

You can use plan filters to setup the issue hierarchy levels you'd like to see in the plan. And also filter out the desired releases.

![Screen Shot 2022-01-21 at 5.14.41 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/178944iAD4723DC8057B1AA/image-size/large?v=v2&px=999 "Screen Shot 2022-01-21 at 5.14.41 pm.png")

Hope this helps.

Kind Regards,

Sachithra


Tags: advanced-roadmaps

cloud