youngmon/atlassian-qna huggingface dataset:
How does Jira Align handle costs?
Asked by Douglas Wilk:

I'd like to know how costs are calculated in Align. Are costs created at the team member (individual resource) level and aggregated up to provide project and portfolio costs? Or are team (scrum team) costs averaged and simply sliced up by number of projects (or whatever work increments) the team works on?

Also- does Align have the capability to factor in external financial data such as travel expenses and marry them back to the program or portfolio level?

Thanks!

Doug


Answers:
author: Mark Cruth
body: Hi Douglas,

Financials in Jira Align all focus around the concept of Cost Per Point within a team. It's a complicated area, but at a basic level what we do is take the total amount of time available in a sprint for a team (we call it the burn hours), which is identified by assigning team members to each sprint at a specific allocation (e.g. 100%). Based on the burn hours available and historical velocity (we take the last 5 sprints as an average), we can calculate a cost per point (e.g. Team A is $156/point). We then apply this to planned and actual points on stories, then roll up the projections to Epics and Themes. There are more nuances to this that we are working to document as I write this so keep an eye out for a community article on the topic soon.

In regards to external financial data, you can use the External CapEx and External Opex fields on the Epic to help designate some of the external financial data. Note that the ongoing tracking of funds spent on these external items are not necessarily tracked in Jira Align (you can use the Spend to Date field to summarize how much has been spent so far as an overall number).

Hope this helps!

Mark

comments: author: Douglas Wilk
body: Makes sense. Appreciate the response.


author: Adnan Aziz
body: How do you calculate the burn hours cost?

comments: author: Jason
body: I would like to know this, too.
Has any self paced training material been made available for Jira Align?
Asked by Rob Horan:

It would be very helpful.


Answers:
author: Jay Jarman
body: Funny you should ask that. We are finalizing our first self-paced Jira Align course right now. Jira Align - Program Essentials should be released sometime in early July. Thanks for your interest.

comments: author: Jay Charvat
body: Would be very interested in that as well Jay - concern is there is so much topics (based on user role/and of course the Admin function as well) - This sounds encouraging., as there are many views in the system - if the training is to be self-paced it should allow a user to work through Jira Align - We started a Confluence page trying in our APMO to share with Users (gets big fast). Thx


author: Tom O'Connor
body: [@Rob Horan](/t5/user/viewprofilepage/user-id/853604) do you have "Training Simulations" turned on in your Jira Align instance? These are more snippets of functionality, many customers have found them valuable on learning some key functionality.

As Jay mentioned, we are excited about the upcoming self-paced Jira Align training that will be available soon.

comments: author: Jay Charvat
body: I second this


author: Jay Jarman
body: We have a lab in the new course to explore the Training Simulations as well. The Training Simulations have a lot of useful content to help you be successful in your agile at scale approach and use of Jira Align. The lab image for this course has them turned on so you can explore them.


author: Rob Horan
body: [@Tom O_Connor](/t5/user/viewprofilepage/user-id/3078478)- I currently don't have access to an instance of Align, but i have been asked about training options. Thanks!


author: Brant Schroeder
body: Rob,

This is what was posted by Atlassian in December "The Jira Align Team is currently working with Atlassian U to develop a series of both Online and Instructor Lead/Publicly available classes. Unfortunately, we do not yet have a date for general availability, but I'm sure there will be a boisterous market announcement, as these are ready." Unfortunately I believe that this is still the case. Remote Summit there was some presentations on Align but other than that I have not seen or been able to find any training.

Remote Summit - <https://events.atlassian.com/summit20_webinar_series/remote_on_demand?sid=250354>

comments: author: Jay Jarman
body: We did have a Jira Align course that was slated for Atlassian Summit 2020. Unfortunately, due to COVID-19, Atlassian Summit 2020 Las Vegas was canceled and the presenter portion of the conference was presented virtually. The pre-conference training sessions were canceled. This is when the Jira Align course would have been taught.
hi , need to know about agile in jira
Asked by Sanjay Vani:

how we can use agile in jira, i m new to jira


Answers:
author: Hernan Halabi - Elite IT Consulting Group
body: Hello [@Sanjay Vani](/t5/user/viewprofilepage/user-id/3966585) welcome to the community, I suggest you start by checking the Atlassian free trainings to get you started.

<https://training.atlassian.com/free-training-catalog>

comments: author: Sanjay Vani
body: thanks i will do so


author: Sanjay Vani
body: nice to see answer
I have created a portfolio plan and one epic is not being displayed in the plan.
Asked by Priyadharshini Ammu:

I have created a portfolio plan and one epic is not being displayed in the plan.

I have checked selected all the releases and even the board filter query is correct but still the epic is not being displayed can anyone tell me what could be the cause of it.


Answers:
author: Joseph Chung Yin
body: [@Priyadharshini Ammu](/t5/user/viewprofilepage/user-id/4442503) -

Welcome to the community.

1) Please check the "Issue sources" via your plan's Configuration UI, and check to ensure that you can see the missing EPIC is included (checked) and it is in scope -

![2021-10-07_13-43-22.png](https://community.atlassian.com/t5/image/serverpage/image-id/163992i9748D569B70CCA9F/image-size/large?v=v2&px=999 "2021-10-07_13-43-22.png")

If so, you should see it in your plan assuming you don't have any filtering applied which would hide it to be displayed.

2) Check your board filter query to ensure the missing Epic is being return in the result set.

3) Lastly check if the missing Epic it's EPIC STATUS (not not th WF STATUS) is not set to "Done".

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.


author: Curt Holley
body: Hi [@Priyadharshini Ammu](/t5/user/viewprofilepage/user-id/4442503)

Welcome to the Atlassian community!

The first thing that comes to mind is: Is the missing Epic in a "done" state? and has it been "Done" for more than are set in the Exclusion rules??

![Screenshot 2021-10-08 094213.png](https://community.atlassian.com/t5/image/serverpage/image-id/163991i67DB0EB151BD6D53/image-size/large?v=v2&px=999 "Screenshot 2021-10-08 094213.png")

comments: author: Priyadharshini Ammu
body: Hello [@Curt Holley](/t5/user/viewprofilepage/user-id/3527535)

This worked thanks a lot


Tags: advanced-roadmaps
Can I link an Epic to an Portfolio Epic in Jira?
Asked by TJQ:

I created a Portfolio Epic because the topic covers more than one PI. Now I want to link the Epics with the Portfolio Epic. Ist this possible? I can't find a solution to do this.

Parent Link doesn't work - epic link doesn't exist. Or I can't find it.


Answers:
author: Joe Lagana-Jackson
body: It sounds like you need to take this step so that your Portfolio Epic is available in the Parent Link field:

#### Add custom hierarchy levels to your Advanced Roadmaps plan:
Select\> Products. {#toc-hId--513085354}

1. In the menu on the left, select Advanced Roadmaps hierarchy configuration.
2. Select or remove hierarchy levels you want to include in your plans.
3. Select Save changes.

*Taken from Jira Support Docs*


author: TJQ
body: Thank your very much - the feedback I got is that due to restrictions in our systems we can't use this solution. But then I learned that we use initiatives instead of portfolio epics and then I have parent links. problem solved :-)

Thanks again for your help.

comments: author: Joe Lagana-Jackson
body: Great to hear! You're very welcome!


Tags: advanced-roadmaps
Filter Dependency Report view to only show cross-project dependencies
Asked by Esther Strom:

We're long-time Jira users, but are only just getting our feet wet with Advanced Roadmaps. A team member recently discovered the Dependency Report view and would like to know if there's any way to filter it to show only cross-project dependencies (i.e. where a ticket is dependent on one from another project, rather than one from its own project.)

For example, in this screenshot we'd like to only see the dependency between PHTP-27 and PMPT-8. Is this possible?

![2021-09-30 15_36_22-EstherTest - Advanced Roadmaps - Jira - Vivaldi.png](https://community.atlassian.com/t5/image/serverpage/image-id/162950iE01140CC19C237F4/image-size/large?v=v2&px=999 "2021-09-30 15_36_22-EstherTest - Advanced Roadmaps - Jira - Vivaldi.png")


Answers:
author: Curt Holley
body: Hi [@Esther Strom](/t5/user/viewprofilepage/user-id/2991092) not really. Currently you can only "Group by" Team. Which sort of does it (if everyone has shared teams set-up and in use), as it groups the items into their teams. Which gives you a cross team view, which will allude to a cross project view.

What I have done is create automation to comment on External dependencies so that a External dependencies plan can be used to visualise ALL external/inter project dependencies.

![ed.png](https://community.atlassian.com/t5/image/serverpage/image-id/162965i7F68C065A44C2384/image-size/large?v=v2&px=999 "ed.png")

comments: author: Esther Strom
body: Thanks, [@Curt Holley](/t5/user/viewprofilepage/user-id/3527535) . Unfortunately we don't have a one to one relationship between projects and teams, so grouping by teams doesn't really get us what we need.


Tags: advanced-roadmaps

cloud

dependency
Re-adding a removed Epic from Advanced Roadmap
Asked by Mariana Alvaro:

Hellol

I created a Jira Plan based on a board. I removed one of the epics that now i need to include. Looking at the issue source list, the epic appears there with the checkbox marked, yet it doesnt appear on the plan.

I read this other thread: <https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Missing-Epics-in-Advanced-Roadmaps/qaq-p/1389610> but none of those answers are helping.

I unchecked it from Issue sources list, saved and went back in and re-add it. Nothing

I disabled the new interface and re enabled it and nothing.

Any thoughts on how to get this Epic back in?

Thanks


Answers:
author: Chris Buzon
body: You have to go into the settings and find the removed issues list, then find the epic you need and re-add it.   

![chrome_2021-10-01_12-16-47.png](https://community.atlassian.com/t5/image/serverpage/image-id/163107i7615819CEE8A9D69/image-size/large?v=v2&px=999 "chrome_2021-10-01_12-16-47.png")

comments: author: Mariana Alvaro
body: when i go to settings -\> issue sources the epic i checked, but still not showing up. i tried unchecking and checking it and still wont show.


author: Chris Buzon
body: You have to specifically go into the one I have highlighted, **Removed issues**. it's in that list if you previously had it in the plan. Adding it as another issue source will not fix the problem you have described.


author: Mariana Alvaro
body: Under source data i only see Issue Sources and Custom fields.

![Screen Shot 2021-10-05 at 15.12.48.png](https://community.atlassian.com/t5/image/serverpage/image-id/163631i423F34560C46ADFD/image-size/large?v=v2&px=999 "Screen Shot 2021-10-05 at 15.12.48.png")


author: Chris Buzon
body: Ah, you probably don't have the right permissions then (unless you're on a Server version of Jira, in which case I am not sure).  

You'll need an admin for that board to grant you the additional permissions - that's found in "Products" settings for jira, not specifically in Advanced Roadmaps.


Tags: advanced-roadmaps
Linking Due Dates to Sprints and Roadmap
Asked by Andre Powers:

Hi, I would like for the end date of a sprint to determine the due date of an issue. So if I assign a given sprint to an issue, the due date of that issue becomes the end date of the sprint.

The farthest sprint end date of all the issues in an Epic should determine the due date of the Epic and be visualized on my roadmap.

Any tips on how to achieve these things are greatly appreciated!

Thank you


Answers:
author: Curt Holley
body: Hi [@Andre Powers](/t5/user/viewprofilepage/user-id/4576982)

Welcome to the Atlassian Community

For your first paragraph, simply configure the plan as below.

i.e. have Due Date as the end date for the plan and make sure the tickbox is ticked to enable sprint dates when issues don't have dates.

![end date.png](https://community.atlassian.com/t5/image/serverpage/image-id/162547iA5631C5410576804/image-size/large?v=v2&px=999 "end date.png") For the 2nd paragraph, you would need to do some form of automation to achieve that.


Tags: advanced-roadmaps

automation

cloud
Unable to adjust ranking on some issues
Asked by Huet Landry:

I have a hierarchy that includes Initiative-Program Epic-Epic-Story-Sub-Task.

In the previous version (JIRA Live Plans) I was able to change the ranking of Epics within each Program Epic so as to move the Closed Items to the top of the display, with In Progress Items following them.

Now, it appears that I cannot do this. Some Closed Epics can be ranked higher than some In Progress items, and vice versa. I can find no documentation online about what limitations exist for the ranking of Epics.


Answers:
author: Chris Francuz
body: Hi [@Huet Landry](/t5/user/viewprofilepage/user-id/4576117)

It might be worth to check if you have any non-default sorting defined in your view settings? This can prevent the ability tor re-rank items in the plan.

You can check under "View settings" -\> "Sort by". If you choose "Rank" as the option, you should be able to rank items.

Regards,

Chris

comments: author: Huet Landry
body: Chris,

Thank you! that was the problem. I was experimenting with WSJF a few weeks ago and did not re-set the sorting to rank. I guess the anomaly was caused by the fact that some issues had a WSJF value and others did not, so the drag and drop only worked where it did not violate the WSJF sorting.

Huet


Tags: advanced-roadmaps
Error When Trying to Filter a Plan - "Something's Gone Wrong"
Asked by Kelly de:

In Jira Cloud (we just migrated to Jira Cloud from Jira DC about a month ago), I'm getting an error when I try to filter on project for a plan I just created. As soon as I check the project I get the error "Something's Gone Wrong..." there is also Error: VH94PX

Something with that particular project and/or board may be causing the issue but I am unable to determine what that is. I can create new plans from other boards and filter them as well as filter existing plans created from other boards.  
![Advanced Roadmaps Error.png](https://community.atlassian.com/t5/image/serverpage/image-id/162015iC59B3326860AFD06/image-size/large?v=v2&px=999 "Advanced Roadmaps Error.png")


Answers:
author: Chris Francuz
body: Hi [@Kelly de](/t5/user/viewprofilepage/user-id/1689655)

If this error is consistently happening, our support team can help diagnose the cause.

You can open a support ticket via <https://support.atlassian.com/contact/#/>

Regards,

Chris

comments: author: Kelly de
body: Thank you, [@Chris Francuz](/t5/user/viewprofilepage/user-id/3846926)

I created a support ticket for this error since all users attempting this are consistently getting the error.


Tags: advanced-roadmaps

cloud
Plans/Advanced roadmaps
Asked by Tristan Draaisma:

I'm trying to add items from multiple Jira projects into a single plan/advanced roadmap. I create this plan based on a filter that I have created. When I add items from different projects I get a warning message saying: 'Advanced Roadmaps doesn't support team-managed projects.'

Am I expecting the wrong functionality? I researched online and I could find this comment which I find confusing (most likely because English is not my mothertongue)

![adv_road.png](/t5/image/serverpage/image-id/161998i9FE9DC17AFAAE2D2/image-size/large?v=v2&px=999 "adv_road.png")


Answers:
author: David Wuth
body: The use of the term Team is indeed confusing in Atlassian products, even for native English speaking people like myself. I won't get into all of the different ways that Team is used across products, but I can help with this question.

There are two types of projects in Jira: Team-Managed (used to be called Next-Gen) and Company-Managed. In short, only Company-Managed project types are able to be used with Advanced Roadmaps.

Sadly, this is just one of several significant shortcomings of Team-Managed projects.

The reference to Teams in the roadmap means that you can define teams and associate work to teams. We actually sort/report work in the roadmap based on teams.

Here's a link that explains the two types of projects and how they differ: <https://support.atlassian.com/jira-software-cloud/docs/learn-the-basics-of-team-managed-projects/>


author: Rohan Swami
body: Hi David,

The other comment here is correct, there are 2 types of projects: company-managed and team-managed. Currently Advanced Roadmaps support company-managed projects only, we are under way in our work to support team-managed as well. Please following this ticket for updates: <https://jira.atlassian.com/browse/JSWCLOUD-20012>


Tags: advanced-roadmaps

server
Is it possible to create new issues from Advanced Roadmap using templates
Asked by ?ukasz Ko?odziejczyk:

I find Advanced Roadmaps interface a good way for creating new backlog items. But on the other hand I like using templates for applying definition of ready in description, filling out several other fields. Is it possible to create new backlog items this way using templates? I know I can apply templates to individual items later but this doesn't really scale up.


Answers:
author: Maciej Dudziak [Deviniti]
body: Hi ?ukasz,

Check out this short [video on youtube](https://www.youtube.com/watch?v=M4B2DE2Jyc0) showing how to integrate Advanced Roadmaps with Issue Templates for Jira, maybe you will get inspired.

Cheers!


author: Jacob Vu
body: Hi [@?ukasz Ko?odziejczyk](/t5/user/viewprofilepage/user-id/4570423)

I'm sure you can create some automation so that when issues are created then it's pre-populated with some information or a 'template' of sorts. This is something that we've done in the past.

Jacob


Tags: advanced-roadmaps

template
Dependencies At All Agile Levels Within Advance Roadmaps on Cloud?
Asked by Zod:

When will Advanced Roadmaps on the Cloud version be advanced enough to show Issue dependencies -- not just between multiple Epics or User Stories, but at all levels including between Tasks and between Subtasks?


Answers:
author: Curt Holley
body: It can/done currently.

Simply link them using an in scope link type for your Advanced roadmaps configuration (Talk with an Admin if you are not sure) and the dependencies will show up as badges or as lines (again, if the Plan has lines set in the Vie settings and both ends of the dependency are shown on the Plan's timeline.

Use the built in Dependencies management view, or the Dependencies Report to help filter and visualise.

![Screenshot 2021-09-28 150034.png](https://community.atlassian.com/t5/image/serverpage/image-id/162359i27D0FF30CA651ECA/image-size/large?v=v2&px=999 "Screenshot 2021-09-28 150034.png")

comments: author: Esther Strom
body: There's also the Dependencies Report view, for a more focused view of just dependencies.

![2021-09-30 16_01_51-Plan for Jessie - Advanced Roadmaps - Jira - Vivaldi.png](https://community.atlassian.com/t5/image/serverpage/image-id/162949i9570D95AC9FF61D3/image-size/large?v=v2&px=999 "2021-09-30 16_01_51-Plan for Jessie - Advanced Roadmaps - Jira - Vivaldi.png")


Tags: advanced-roadmaps

cloud

dependency
Upgrading Ubuntu and Jira: how to?
Asked by Christian Schneider:

Hi,

in our company, I am the new Jira admin. Our Jira 8.13 is running on an Ubuntu. As Jira and Ubuntu are some versions behind, we would like to upgrade both (-\> security and feature updates). What is the correct procedure? Would you do the steps in the following order?

1. first copy live-system to test-system
2. upgrade ubuntu on test-system
3. upgrade postgress-sql on test-system
4. upgrade Jira to 8.19.x on test-system
5. upgrade all apps
6. full index of jira
7. repeat on live-system

Is there an official documentation for this? What is best practice?


Answers:
author: Robert Wen_ReleaseTEAM_
body: Your list appears to be in the correct order.

For more details, here's a guide from Atlassian: <https://confluence.atlassian.com/adminjiraserver/upgrading-jira-applications-938846936.html>


author: Fadoua
body: [@Christian Schneider](/t5/user/viewprofilepage/user-id/4404092)

There is definitely documentation on how to handle your Jira upgrade. However, as an Admin myself I will suggest you to upgrade your Operating System first give it like a day or two to make sure that everything is working fine. Then proceed with Jira upgrade. In case there are problems you know it is not the Operating System.

Regarding documentation for your upgrade you can find it below:

<https://confluence.atlassian.com/adminjiraserver/upgrading-jira-installer-938846937.html>

If you have any questions, please let me know

Best of luck!

Fadoua


Tags: advanced-roadmaps

postgres

server

ubuntu

upgrade
Can I move all parents and all children forward 3 months in bulk?
Asked by Kordez _:

I want to move a projects and possibly entire programs EPICS and associated children forward 3 months without having to do each one individually.

Current State:

![image.png](/t5/image/serverpage/image-id/161452i7D24BDB5C3327D3B/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Bill Sheboy
body: Hi [@Kordez _](/t5/user/viewprofilepage/user-id/4567610) -- Welcome to the Atlassian Community!

There is nothing in out-of-the-box Jira Cloud to do this yet.

* There is an open suggestion to add relative date changes to bulk edit: <https://jira.atlassian.com/browse/JRACLOUD-37141>
* I recall seeing a recent post about an Atlassian hackathon where they built this exact shifting into Advanced Roadmaps. There was not timeline of when this might get considered as a feature or "productionized".

One possible work-around is to build a couple of automation rules which walk the tree of issues, editing each one. You would need to either hard-code the shifting value or get it from another field in the epic as a starting point. I recommend two rules: epic and its children, and another for story/task/bug to their children. (Although, you may be able to do this with one more complex rule with condition logic.)

If you want to try building that, please see this documentation and examples for help:

* <https://www.atlassian.com/software/jira/guides/expand-jira/automation>
* <https://www.atlassian.com/software/jira/automation-template-library#/label/all/1453>
* <https://community.atlassian.com/t5/Automation-articles/Jira-Automation-all-the-resources-you-need-in-one-page/ba-p/1388465>

Kind regards,  
Bill

comments: author: Kordez _
body: Thankyou for your reply [@Bill Sheboy](/t5/user/viewprofilepage/user-id/1685313) very helpful!

I'll seek the assistance of our automation experts and see if they can put something together.


Tags: advanced-roadmaps

jira-software-cloud