youngmon/atlassian-qna huggingface dataset:
Is it possible to use the same Hierarchy that used in Structure in Plans?
Asked by Itay Smira:

Hi, I'm seeking your guidance. I'm trying to build a plan using the Plan app that will show in the same hierarchy that we have on our Structure board. The logic that we use in our Structure: Initiatives are defined by an Epic/Story/Task/Issue Type. While trying the create a plan from the same project this hierarchy logic doesn't apply and doesn't visualize. I would extremely appreciate your guidance.


Answers:
author: Dave
body: Hi @\[deleted\] ,

I just wanted to confirm whether you just want to **recreate** the hierarchy in Advanced Roadmaps or if you want to synchronise with an existing hierarchy that already exists in Structure. If you're looking to simply recreate the hierarchy then **it is possible to add additional hierarchy levels** for plans - however, synchronisation with hierarchies from other add-ons is not likely to be possible.

I just thought it was worth clarifying that point!

Regards,  
Dave

comments: author: Itay Smira
body: Hi [@Dave](/t5/user/viewprofilepage/user-id/1183605),

thanks for your feedback. Could you maybe guide me on how to recreate a hierarchy in Plans?


author: Dave
body: Hi [@Itay Smira](/t5/user/viewprofilepage/user-id/4087362) ,

Rather than trying to write my own summary of the process, I'd recommend that you review this documentation page <https://confluence.atlassian.com/advancedroadmapscloud/configuring-hierarchy-levels-998650959.html> as it takes you through the whole process in some detail,

Please let me know if anything in that documentation is not clear,

Regards,

Dave


author: Nicholas Ellis _ALM Works_
body: Hi Itay,

Unfortunately there is no way to do this with the Plan app. However Structure does have a Gantt extension for creating plans like this using the structure hierarchy.

[https://marketplace.atlassian.com/apps/1217809/structure-gantt-planning-at-scale?hosting=server\&tab=overview](https://marketplace.atlassian.com/apps/1217809/structure-gantt-planning-at-scale?hosting=server&tab=overview)

(Thank you for using Structure).

Nick Ellis

\[ALM Works\]


Tags: advanced-roadmaps

server
Is it possible to combine multiple projects in a roadmap?
Asked by Halil Senturk:

Hello everyone,  

This question might be basic but I'm new to the Atlassian community. Our team has started using Jira for agile method recently. We work on several projects simultaneously and these projects can either be agile or classic waterfall. So we use different projects and filter them into a multiple project board for sprint planning. On the other hand, we need a roadmap for the future possible project(s).  

I have read some documents about filtering in roadmaps. It seems like it is possible but I would be happy to hear from someone who has ever had similar experience.   

Kind regards.  

Halil


Answers:
author: chris.reyes
body: Yes. It definitely is possible to do in advanced roadmaps. We're doing 5 different teams and 3 different products all at various stages of development. Roadmaps is helping us to prioritize across those projects and the capacity planning is helping us to understand when things will get accomplished (if it's not waterfall).

We are using a combination of story points for SW and straight timeline for Waterfall (but not using working hours). I'm not sure if you can do both there.

There are definitely limitations to advanced roadmaps and some concepts that are hard to get your head around without seeing them work in the SW. I highly recommend making a copy of a couple projects, sticking them into a plan that you can experiment with, and seeing how those things work. The one that gets everyone is "Resolution" -make sure it is marked as done when you close an issue or it disappears. Also, nothing gets moved automatically. If you don't finish something, Roadmaps doesn't automatically extend anything. They expect you to use automated scheduling but I got burned one time and I just need to bite the bullet and use it again.

As far as filtering, they do not filter by custom fields. You can do it by project, team, labels most importantly, and a few others. This has made it difficult. I personally hate labels for anything beyond temporary. But, I have used automation to turn my custom fields into "labels" so that I can filter on those. For example, I have milestones as a custom field so that we are standardized, but then I have automation to turn a milestone into a label. That way, I can filter by that milestone across my projects.

Good luck and ask questions.

comments: author: Angus Russell
body: Great answer!

As far as filtering by custom fields, that functionality is being rolled out very soon. Hopefully that makes your life a little easier :)


Tags: advanced-roadmaps

cloud
How do I map multiple releases from a single project to a cross project release
Asked by Ryan Jelle:

We're running Jira v8.5.4 and Portfolio/Advanced Roadmaps v.3.26.0

We have several Jira projects (teams), each with one or more project releases for each of the products that team is responsible for (e.g. iOS app, Android app, etc.). Using the new advanced roadmaps interface, I am trying to create a new cross-project release. I am able to select a *Linked release* and *Chose a version,* then select *Add release* no problem. The issue comes up when I want to select another release from that same project to include in the cross-project release. The team appears in the *projects already included* section of the dropdown and I cannot select it. Is there some secondary workflow to add another release from the same Jira project or is this not supported?


Answers:
author: Virginia Knight
body: Has anyone found an answer to this? Not being able to assign multiple releases from a single project to a cross project release makes this functionality unusable for us.


Tags: advanced-roadmaps

server
Auto-scheduling is removing values on issues assigned to active sprint. Is this a bug?
Asked by NAYANA:

Hello,

I am working within a Plan and seeing that when I Auto-Schedule my plan, Stories currently within an Active Sprint are having the sprint removed. I have the setting set to overwrite all Sprint values, but according to the support documents, this is not suppose to happen.

Thank you.


Answers:
author: Dave
body: Hi,

In order to help understand what is happening it would be really useful to get some more information. First of all are you using Cloud or Server? If you're using Server, which version are you using?

Can you also confirm whether or not you have configured the plan to schedule dependant issues sequentially or concurrently (see the "Scheduling" section of the plan configuration) and whether or not the issues being scheduled have dependencies between them. It would also be useful to know what the workflow state of the issues are. In general some screenshots would be really helpful here.

We tried to reproduce the problem ourselves from the information that you've provided but were unable to do so, so any further information to help us reproduce this would be incredibly useful!

Many thanks,  
Dave

comments: author: NAYANA
body: Thanks for the response Dave. We are on Version 3.24 of Advanced Roadmaps for Jira Server. No dependencies between the issues - set to sequential - how does this impact Auto-scheduling?  

The issues in the active sprint are in progress and defined status.

![active sprint assignment cleared.png](https://community.atlassian.com/t5/image/serverpage/image-id/110500i17D6F3BDB36B270A/image-size/large?v=v2&px=999 "active sprint assignment cleared.png")


author: Dave
body: Thanks for the update [@NAYANA](/t5/user/viewprofilepage/user-id/3610097) this should at least give us the right environment to try and reproduce the problem on. This does seem to be unexpected behaviour as I don't believe that issues in an active sprint should be changed and it might be that we've fixed this on a release after 3.24.0 - we did make a number of changes to the auto-scheduling behaviour from 3.25.0 to 3.29.1 but I've been unable to identify anything specifically addressing this problem but I'll check further with the team.

Having sequential dependency scheduling means that a blocked issue will always be placed in a sprint \*after\* the blocking issue (regardless of whether the team velocity could accommodate both issues in the sprint). Using concurrent means that if both issues can be completed then they will be scheduled in the same sprint.

We'll continue to investigate this - I would recommend upgrading to a later version if possible though, not least because you'll be able to take advantage of some additional features!

Regards,  
Dave


Tags: advanced-roadmaps

schedule
How can I add the Description column to my view?
Asked by Jennifer Kurtz:

Description is not an option in the Fields LOV. We have a lot of information there, so I'd like to include it in my plan. How can I make it display?


Answers:
author: Joseph Chung Yin
body: [@Jennifer Kurtz](/t5/user/viewprofilepage/user-id/3838932) - In my opinon - In portfolio plan, mutli-line text fields are not available because if it is displayed (due to the content), then the plan will be difficult to read as there are many issues listed in the plan typically. so more scrolling up and down will be required when viewing the plan. In our usage of this tool, we always stress the importance on making the issue summary to contain key information to our Jira user communities.

Currently, multi-line text fields are not supported in the plan. Unless Atlassian decide to provide it in the interface in the future.

You can find the listing of supported data types via the following Atlassian's links -

Cloud - <https://confluence.atlassian.com/jiraportfoliocloud/configuring-custom-fields-941618971.html>

Server - <https://confluence.atlassian.com/jiraportfolioserver/custom-fields-967895171.html>

Hope this helps.

Best, Joseph Chung Yin

Jira Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Angus Russell
body: Great answer [@Joseph Chung Yin](/t5/user/viewprofilepage/user-id/396739) !

We are currently exploring how we might be able to overcome some of the issues you raised, because we do see value in allowing users to view and edit the description without leaving the plan. This is still in the exploration phase so there's no real timeline yet, but we'll count this thread as a vote for the feature :)


author: Enrico Pola
body: [@Angus Russell](/t5/user/viewprofilepage/user-id/3932481) Hi, will it be possible to add a column with a flag if description is present? That would help a lot


Tags: advanced-roadmaps
Why isn't the Team field auto-populated in Advanced Roadmaps when the issue is assigned to a Sprint?
Asked by Nyssa Watkin:

In my Plan view I want to be able to see which teams are assigned to which issues and not have to do this manually.

Is there a way this field can be auto-populated based on the following:

a) When the issue is assigned to a Sprint on the board of a given team (Shared Team has been assigned a Board as their issue source)

or

b) When assigned to a team member of a given team

Is this possible or does this functionality not exist?

It's very tedious and manual to have to assign at Plan level all stories/tasks when you have several hundred in the backlog!


Answers:
author: Kinjal Patel
body: I achieved this thru JIRA automation. Since there is no Teams field available in the list, you'll need to use JSON object to specify this custom field. Here is the syntax that I am using.

{"fields": {"customfield_10700": "17"}}

where "customfield_10700" represents the Teams field in my setup. You'll need admin to find the right id and then apply it to your automation rule.

"17" represents one of the team ids that exists in my system.

comments: author: Lacy Saute
body: Thanks Kinjal! Where do I find the team ID? Team ID is not the same as the name, correct?


author: Lacy Saute
body: Found it. :)   
<https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Is-it-possible-to-access-the-Advanced-Roadmap-Team-field-in-a/qaq-p/1488215>


author: Kinjal Patel
body: Yep. There you go. Hopefully you got this all figured out and you're up and running.


author: Jenn Sherman
body: I've just started using Adv Roadmaps and I noticed this as well. I'm planning to add an automation so that on issue creation, the team field is set. You could do something similar. It would be nice if there was some other way to do this.

comments: author: Nyssa Watkin
body: Yes I was looking in to this. However, my plan includes 20 project spaces so just a bit of a nightmare to create!


author: Lacy Saute
body: [@Jenn Sherman](/t5/user/viewprofilepage/user-id/2644266) did you find a way to automate this? I haven't found a way to do this yet.


author: Elliot Gates
body: I'm also looking into this. I'm unable to find the 'Team' field in the automation screen, so its not possible to trigger something to set it.

I could do a bulk update on all the issues now, but that would not solve this for future issues.


author: Nic Brough -Adaptavist-
body: Because you shouldn't need to - a sprint is defined by the board it is on, and a board is a team artifact, so you can infer team from the sprint automatically. The individual issue should not be assigned to a team, it should have a single person responsible for it.

comments: author: Nyssa Watkin
body: But in Advanced Roadmaps it has the function to Group by Teams so if I want to group by Team I need the team field populated...


author: Kinjal Patel
body: I'm also looking for a way to do this. Defeats the purpose of grouping the issues by Team.


Tags: advanced-roadmaps

automation

server

team
We have Jira, Confluence, Bitbucket do we need Advanced Roadmaps ?
Asked by Donna Cooney:

Hey, can anyone help? we have Jira Subscription, Confluence Subscription, Bitbucket Subscription, and an Advanced Roadmaps Subscription but we don't use Advanced Roadmaps (we think), and its costing $10+gst per month USD extra on top of the others, if I drop this does it affect my other subscriptions or data?

The documentation around this is very ambiguous.


Answers:
author: Carlos Garcia Navarro
body: Hi [@Donna Cooney](/t5/user/viewprofilepage/user-id/315416) ,

If you unsubscribe it shouldn't affect your other subscriptions. There is another similar post that referred to Portfolio (the former Advanced Roadmaps) where this was pointed out as well: <https://community.atlassian.com/t5/Advanced-Roadmaps-questions/What-if-i-delete-Portfolio-in-JIRA-Cloud/qaq-p/1102926>

What documentation did you read that sounds ambiguous? Thanks

comments: author: Donna Cooney
body: Hi Carlos, thanks so much for answering. When we tried to unsubscribe that feature it kept asking "are we sure" and making it sounds like if we canceled we would lose all our other subscriptions like Jira, Conf and Bitbucket. It was a little strange so we did not push the final button.

Are you saying that if we cancel that particular section "Advanced Roadmaps" it has absolutely no effect on our other subs ?

cheers Donna


author: Carlos Garcia Navarro
body: Hi Donna, I believe you won't lose the other subscriptions. This document contains more information about how data is stored for the different plans, and how after unsubscribing, the data is kept for a number of days before getting deleted permanently. The document also mentions that you can unsubscribe from individual products:

<https://confluence.atlassian.com/cloud/data-storage-faq-873871367.html>

In any case, if you want to be sure, and for peace of mind, I suggest to contact the Licensing team at Atlassian here: <https://www.atlassian.com/company/contact/purchasing-licensing>

(You can also contact Atlassian Support here, but I'd start with the Licensing team: <https://support.atlassian.com/contact/#/> )

Good luck! :-)


Tags: advanced-roadmaps

cloud
Saving Customized View Settings for Advanced Roadmap
Asked by Mahriah Alf:

I have created advanced roadmaps (which I love BTW) and I like to customize view settings to group by teams to see capacity and color the bars based off of key fields. But, it's frustrating because I can't figure out how to save these settings / if it's possible. Every time I need to refresh the page, I need to adjust the view settings again which I feel like i have spent hours on at this point re-creating the view I want every time.... Is there any way to save those settings so that is the default view that is loaded when I go to the roadmap?


Answers:
author: Petter Gon?alves
body: Hello [@Mahriah Alf](/t5/user/viewprofilepage/user-id/1358678)

Thank you for reaching out.

Checking in my personal Cloud site with Advanced Roadmaps, the settings applied under the "View settings" drop-down remain selected even after refreshing the page:

![Screen Shot 2020-09-07 at 19.14.48.png](https://community.atlassian.com/t5/image/serverpage/image-id/109482i613B6C33F6541816/image-dimensions/535x243?v=v2 "Screen Shot 2020-09-07 at 19.14.48.png")

Can you confirm if we are talking about the same feature? If not, can you provide us with a screenshot of the feature you are talking about?

Additionally, can you provide us with the browser you are using and check if the same problem happens in other browsers and in incognito mode?

Let us know if you have any questions.

comments: author: Mahriah Alf
body: Hi Petter,

Thanks for getting back to me ... somehow missed your response, but your understanding of the issue is correct, and my colleagues don't have the same issue (as it appears you did not either). I am using Chrome, and just tested incognito mode and the refresh worked as expected. So, appears that this might solve my issue.

Is there a preferred browser to use? Or should I always just use this feature in incognito mode for chrome?

Thanks for your help!

Mahriah


author: Petter Gon?alves
body: Hello [@Mahriah Alf](/t5/user/viewprofilepage/user-id/1358678)

I'm glad that my instructions worked for you. I believe you were facing a cache problem.

You can use any of the browsers listed in the documentation below:

[Supported browsers in Jira Cloud](https://confluence.atlassian.com/cloud/supported-browsers-744721663.html)

Let us know if there is anything else we can help with.


Tags: advanced-roadmaps

cloud

jira-software

jira-software-cloud
Portfolio_linking is not working properly. not in sync with Jira
Asked by Antonio Mac?as:

When we create an issue-epic from protfolio as a child under capability, after reviewing the changes, save in Jira. it is not accepting. The epics are left orphan.

After many months no resolution received yet.


Answers:
author: Joseph Chung Yin
body: Hi Mr. Macias:

Did you establish the hierarchy properly via the add-on's Hierarchy Configuration? I assumed that "Capability" is the direct parent of EPIC.

Your configuration should be

Capability (issue type)

---\> Epic (issue type)

If it is not, then your action will not work. You can also expose the field "Parent" in your plan to verify that your new EPIC's parent is indeed associated with the Capability issue as a child. See example below, we have an issue type of Initiative setup in the hirerachy as a direct parent of Epic.

![2020-09-04_7-50-01.png](https://community.atlassian.com/t5/image/serverpage/image-id/109263iFB2F37CA096FE346/image-size/large?v=v2&px=999 "2020-09-04_7-50-01.png")

Hope this helps.

Best, Joseph Chung Yin

Jira Functional Lead - IT Global Infra Apps

Viasat Inc.


Tags: advanced-roadmaps

server
Due date warnings now working - portfolio plan (roadmaps?)
Asked by Courtney M. Schkurko:

I have a plan in jira cloud that is based off a filter. I am pulling in product capabilities, team level epics, and stories from multiple project spaces. I believe this is still part of our Portfolio subscription as we have not yet migrated to Align.

I have a team level epic that is in progress past the due date. I do not get an error or warning notification.

I also tried to verify if warnings would work for a due date scheduled beyond a target due date and still I do not get a warning.

**Show warnings is turned on in my view settings.**

Does anyone know why this isn't working? please help.

![Epic warning.jpg](/t5/image/serverpage/image-id/108945iF602F1C48DFC8742/image-size/large?v=v2&px=999 "Epic warning.jpg")


Answers:
author: Earl McCutcheon
body: Hello [@Courtney M. Schkurko](/t5/user/viewprofilepage/user-id/3165917) ,

The warning will be triggered if the issue is unresolved after the defined due date, and that would be based on a value being present in the resolution field.

Can you check that epic (CVBLNXESW-581) to see if it has a value present in the resolution field, as it may have been closed and later re-open without the field being cleared and have the field set as resolved but is still in the InProgress status as described in the following KB article, that discusses what to look for in more detail:

* [Clear the resolution field when an issue is reopened in Jira Cloud](https://confluence.atlassian.com/jirakb/clear-the-resolution-field-when-an-issue-is-reopened-in-jira-cloud-1003525564.html)

Regards,  
Earl

comments: author: Courtney M. Schkurko
body: It did not have a resolution, and the history shows the epic has not previously transitioned.

I think it has something to do with our internal issue type schemes. I'm working with one our of internal Jira administrators to try to resolve.


Tags: advanced-roadmaps

cloud

due-date

error

jira-software

jira-software-cloud

schedule
What can I expect from connecting my app to Trello
Asked by Camellia Ni:

Hi community,

I am a developer and my company is thinking about doing the power-ups or the integration with Trello. Our product is a form product. May I get any advice from you guys about your onboarding experience, and maybe the approximate installment times you can get from this platform.

Thanks a lot!


Answers:
author: Antonio Panea Pastor
body: Hi [@Camellia Ni](/t5/user/viewprofilepage/user-id/5522077) ,

thanks for joining the community. Well it depends on the kind of product you have but there is already some Power-Ups that bring forms into Trello so maybe they could give you some advice here.

Thanks

Toni


Tags: power-ups
How to make an expiration date notification repeat multiple times?
Asked by Alby:

Hi everyone,

How can you repeat notifications of the expiration date of a card. For example: it expires on 06/17 at 8.00 pm and have it repeated at 9.00 pm?

Thx so much.


Answers:
author: Summer Hogan
body: Hi [@Alby](/t5/user/viewprofilepage/user-id/5521935) - welcome to the community. Here is an Atlassian support article that I think may help you - <https://support.atlassian.com/trello/docs/using-the-card-repeater-power-up/> . Here's another that may also help you <https://trello.com/power-ups/59ca7d41f3fadd380e67f3b1/expiration-reminder>

comments: author: Summer Hogan
body: Hi [@Alby](/t5/user/viewprofilepage/user-id/5521935) - did the above help answer your question? If so, can you hit that accept answer button as it really helps me out!


Tags: cloud

trello-cloud
how to downgrade from the premium trial to the free version
Asked by Juan Casamalhuapa:

Hello, How I can downgrade from the Premium trial to the free version?

my trial expires in 17 days, but I just want to be sure not to be charge with something, thank you for your help


Answers:
author: Nicolas Grossi
body: [@Juan Casamalhuapa](/t5/user/viewprofilepage/user-id/5521758) Welcome!, You might take a look at this link: <https://support.atlassian.com/trello/docs/change-or-cancel-your-trello-plan/>

Nicolas

comments: author: Juan Casamalhuapa
body: thank you so much


Tags: cloud

trello-cloud