Product Requirements and Approvals in JPD
Asked by Jeanette Bonifaz:

Hi all,

We are going to start using JPD for the process between when an idea is created to when it is ready to send to development. We initially were going to do this in Jira Software with the workflow below. As you can see, we want to include approvals in the ideation and requirements development processes.

- Any advise on how I can set up something that includes the steps in the workflow below (it does not have to be exactly like that, but we do need to have approvals for ideas and step for writing requirements and approving them before we send them off to the Dev team).

- Is it possible to add approvals in JPD?

- I see that under Delivery in JPD there is a "Specs Ready" column. But this is done prior to sending to development between the Product and Dev team. The Product works on requirements and the Dev team helps with specs. By the time we would convert the idea from JPD to an epic in Jira Software, we already have the requirements and specs.

Any help/insights would be greatly appreciated!

|------------------------------------|---------------------------------------|---|------------------------------------|
| **IDEA PROPOSED**                  | Request Product VP Approval           | ? | **AWAITING PRODUCT VP APPROVAL**   |
| **IDEA PROPOSED**                  | Decline - Won't Do                    | ? | **CLOSED**                         |
| **IDEA PROPOSED**                  | Not Now                               | ? | **IDEA BACKLOG**                   |
| **AWAITING PRODUCT VP APPROVAL**   | Approved for CEO Review               | ? | **AWAITING CEO APPROVAL**          |
| **AWAITING PRODUCT VP APPROVAL**   | Decline - Not Needed                  | ? | **CLOSED**                         |
| **AWAITING PRODUCT VP APPROVAL**   | Not Now                               | ? | **IDEA BACKLOG**                   |
| **AWAITING PRODUCT VP APPROVAL**   | More clarification needed             | ? | **IDEA PROPOSED**                  |
| **AWAITING CEO APPROVAL**          | Approved for Requirements Development | ? | **NEEDS REQUIREMENTS**             |
| **AWAITING CEO APPROVAL**          | Decline - Not Needed                  | ? | **CLOSED**                         |
| **AWAITING CEO APPROVAL**          | Not Now                               | ? | **IDEA BACKLOG**                   |
| **AWAITING CEO APPROVAL**          | More clarification needed             | ? | **IDEA PROPOSED**                  |
| **NEEDS REQUIREMENTS**             | Start Requirements Development        | ? | **REQUIREMENTS IN PROGRESS**       |
| **NEEDS REQUIREMENTS**             | Not Now                               | ? | **IDEA BACKLOG**                   |
| **NEEDS REQUIREMENTS**             | Decline - Not Needed                  | ? | **CLOSED**                         |
| **REQUIREMENTS IN PROGRESS**       | Requirements Development Completed    | ? | **PRODUCT VP REQUIREMENTS REVIEW** |
| **REQUIREMENTS IN PROGRESS**       | Not Now                               | ? | **IDEA BACKLOG**                   |
| **REQUIREMENTS IN PROGRESS**       | Decline - Not Needed                  | ? | **CLOSED**                         |
| **PRODUCT VP REQUIREMENTS REVIEW** | Approve for Tech Lead Review          | ? | **TECH LEAD REQUIREMENTS REVIEW**  |
| **PRODUCT VP REQUIREMENTS REVIEW** | Needs additional requirements         | ? | **REQUIREMENTS IN PROGRESS**       |
| **PRODUCT VP REQUIREMENTS REVIEW** | Not Now                               | ? | **IDEA BACKLOG**                   |
| **PRODUCT VP REQUIREMENTS REVIEW** | Decline - Not Needed                  | ? | **CLOSED**                         |
| **TECH LEAD REQUIREMENTS REVIEW**  | Approved for CEO Review               | ? | **CEO REQUIREMENTS REVIEW**        |
| **TECH LEAD REQUIREMENTS REVIEW**  | Needs additional requirements         | ? | **REQUIREMENTS IN PROGRESS**       |
| **TECH LEAD REQUIREMENTS REVIEW**  | Not Now                               | ? | **IDEA BACKLOG**                   |
| **TECH LEAD REQUIREMENTS REVIEW**  | Decline - Not Needed                  | ? | **CLOSED**                         |
| **CEO REQUIREMENTS REVIEW**        | Begin Technical Assessment            | ? | **TECHNICAL ASSESSMENT**           |
| **CEO REQUIREMENTS REVIEW**        | Needs additional requirements         | ? | **REQUIREMENTS IN PROGRESS**       |
| **CEO REQUIREMENTS REVIEW**        | Decline - Not Needed                  | ? | **CLOSED**                         |
| **TECHNICAL ASSESSMENT**           | Ready for development                 | ? | **DEVELOPMENT PENDING**            |
| **TECHNICAL ASSESSMENT**           | Needs additional requirements         | ? | **REQUIREMENTS IN PROGRESS**       |
| **TECHNICAL ASSESSMENT**           | Not Now                               | ? | **IDEA BACKLOG**                   |


Answers:
author: Rohan Swami
body: [@Jeanette Bonifaz](/t5/user/viewprofilepage/user-id/5434142) you can create a workflow for a Jira Product Discovery project like you can in Jira Software by going to the **left-nav in JPD \> Project settings \> Workflow**. This would allow you to update the status of an idea in-line with your approval process, with the caveat that you would not be able to restrict who is allowed to make this change.

comments: author: Jeanette Bonifaz
body: Hi Rohan, thanks for responding to my post. And where would I be able to see where an idea is in that process? For example, how many ideas are awaiting CEO approval, etc.


author: Rohan Swami
body: [@Jeanette Bonifaz](/t5/user/viewprofilepage/user-id/5434142) You can create a list view and group by Status, it will show you how many ideas are in that status.


author: Jeanette Bonifaz
body: [@Rohan Swami](/t5/user/viewprofilepage/user-id/2842658). Thanks, but I would like to have something like a board with all the statuses in different columns so I can see where all ideas are.


author: Jeanette Bonifaz
body: Also, can I copy the workflow I have directly into JPD or do I need to start from scratch?


author: Tanguy Crusson
body: \>I would like to have something like a board with all the statuses in different columns so I can see where all ideas are.

Hi Jeanette, you can definitely do that: just create a new board, and select the "status" field for the board columns.

You cannot copy a workflow directly in JPD though, you'll have to configure it in JPD. To do that: from any view, open the "fields" menu. Find the "status" field, click to configure it --\> there's a button to change the workflow.