youngmon/atlassian-qna huggingface dataset:
Cannot Find Hierarchy Levels in My AR
Asked by Antoine McCord:

I need to map hierarchy levels in Advanced Roadmaps. I see plenty of articles explaining how, but I do not have the same options available to me when I click through.

I have followed the guidance here: <https://support.atlassian.com/jira-software-cloud/docs/configure-custom-hierarchy-levels-in-advanced-roadmaps/>

But when I get to step "3. Add custom hierarchy levels to your Advanced Roadmaps plan:" I cannot find the option of **Issue Type Hierarchy.**Is this a feature that is available in some versions but not all?

We are running Jira v8.20.10 Data Center. Are the full suite of Advanced Roadmap features available on this release?


Answers:
author: Mikael Sandberg
body: Hi [@Antoine McCord](/t5/user/viewprofilepage/user-id/5082839),

Welcome to Atlassian Community!

The documentation you found only applies to Jira Cloud, [here](https://confluence.atlassian.com/jirasoftwareserver0820/configure-your-jira-software-instance-for-advanced-roadmaps-1095248894.html#ConfigureyourJiraSoftwareinstanceforAdvancedRoadmaps-CustomHierarchyLevelsARJ) is the one for Jira DC.


Tags: advanced-roadmaps

hierarchy

initiative
Is there a way to export a Field Configuration to a CSV file?
Asked by Z H:

Hello,

Is there a way to export a field configuration to a csv file?

Thanks,

Z


Answers:
author: V V S N Sudheer Vissa
body: <https://confluence.atlassian.com/adminjiraserver/exporting-projects-from-the-source-instance-1167739600.html>

[https://marketplace.atlassian.com/apps/1211611/configuration-manager-for-jira-cmj?tab=overview\&hosting=datacenter](https://marketplace.atlassian.com/apps/1211611/configuration-manager-for-jira-cmj?tab=overview&hosting=datacenter)


author: V V S N Sudheer Vissa
body: Its not possible without plugins to export project configurations alone to CSV.


author: V V S N Sudheer Vissa
body: If you are using Project Configurator Plugin its possible to export Project Configurations from one server to another which both should have same level of versions.


Tags: advanced-roadmaps

csv

export

field-configuration

server
How do I create a plan for future dates with Auto-Schedule?
Asked by C_ Derek Fields:

I have a simple plan with 4 Epics and several stories under each. I have created estimates for each story and I want to see how these will lay out on my schedule with a future start date for the project. When I click on Auto-Schedule, it changes everything to start today.

I have tried setting the start date manually for the first story in the plan, hoping that this would influence the start dates for all subsequent stories based on the dependencies and prioritization.

When I try the Auto-Schedule, it always resets my start date to today.


Answers:
author: Jim
body: Hi Derek,

Do you have teams with capacities defined in the Advanced Roadmap Plan?

comments: author: C_ Derek Fields
body: Yes, I created a single team with a weekly capacity.


author: Jim
body: And each Story has a member of the team as the assignee?


author: Manuel Carmona
body: Hi, [@C_ Derek Fields](/t5/user/viewprofilepage/user-id/41090)

Did you manage to solve this problem?

We are now facing a similar one.

Thanks.


author: C_ Derek Fields
body: No, I did not get an answer to this question.


author: Manuel Carmona
body: Hi, again, [@C_ Derek Fields](/t5/user/viewprofilepage/user-id/41090)

We just came up with something that worked for us, more or less.

We created a release using:

* as the release start date, the date we want the planning to start, and
* as the release end date we just chose three months from the start date.

We then ran the autoschedule and it worked as expected, meaning the planning start date was the release start date.

Hope this helps.

Regards,  
M


Tags: advanced-roadmaps

cloud
Is there a way to export the visual of the Gantt Chart from Advance Roadmap Plan?
Asked by Theresa Clemmons:

I want to export the visual of the Gantt chart from my Plan. I'm only seeing an option for Spreadsheet (csv) as export.


Answers:
author: Joseph Chung Yin
body: [@Theresa Clemmons](/t5/user/viewprofilepage/user-id/4760795) -

Hi Theresa:

You should be able to see other options to share your plan with others via the "Share as" button-

![2022-11-16_10-02-14.png](https://community.atlassian.com/t5/image/serverpage/image-id/226126i1FD764AE43ECCD7E/image-size/large?v=v2&px=999 "2022-11-16_10-02-14.png")

<https://support.atlassian.com/jira-software-cloud/docs/share-and-export-your-advanced-roadmaps-plan/>

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Theresa Clemmons
body: Hi [@Joseph Chung Yin](/t5/user/viewprofilepage/user-id/396739)

This was extremely helpful. I appreciate you taking the time to assist me with this issue.

Theresa


author: Theresa Clemmons
body: NA


Tags: advanced-roadmaps

cloud

jira-cloud
Is there a way to have Advanced Roadmaps show dependencies as a curved or segmented line?
Asked by Theresa Clemmons:

The dependencies are showing as numbers in my current Plan.

![Advance Roadmaps Dependencies.png](https://community.atlassian.com/t5/image/serverpage/image-id/226072i35D87ABF6460A253/image-size/large?v=v2&px=999 "Advance Roadmaps Dependencies.png")


Answers:
author: Walter Buggenhout
body: Hi [@Theresa Clemmons](/t5/user/viewprofilepage/user-id/4760795),

Yes. In view settings, select the option **Lines** next to *dependency style*:

![Screenshot 2022-11-16 at 19.31.50.png](https://community.atlassian.com/t5/image/serverpage/image-id/226135i4DBC2A7B243A90C4/image-dimensions/349x366?v=v2 "Screenshot 2022-11-16 at 19.31.50.png")

Hope this helps!

comments: author: Theresa Clemmons
body: Hi [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225)

Thank you for the quick response and guidance.

Theresa


Tags: advanced-roadmaps

cloud
Can the ?Review Changes? in Advanced Roadmaps by default show only changes made by the user?
Asked by Matthew J:

Can the "Review Changes" in Advanced Roadmaps by default show only changes made by the user?

Currently the default is to show changes made by all users. We would almost never want to save changes made by another user, and it creates the possibility for errors (e.g. someone is working on major changes purely for evaluation and then someone else saves their changes unknowingly).

Reference (which does not indicate whether or not this is possible):

<https://support.atlassian.com/jira-software-cloud/docs/filter-changes-made-in-advanced-roadmaps/>

\[Edit: I think this questions is a duplicate of <https://community.atlassian.com/t5/Advanced-Roadmaps-questions/Is-it-possible-to-change-the-default-view-of-changes-to-save/qaq-p/1517333>\]


Answers:
author: Curt Holley
body: Hi [@Matthew J](/t5/user/viewprofilepage/user-id/5055102)   
No, not by default. but as <https://support.atlassian.com/jira-software-cloud/docs/filter-changes-made-in-advanced-roadmaps/> shows, that option is only a couple of clicks away.

comments: author: Matthew J
body: Hopefully there is a way to do this in the future, accepting this as answer for now


Tags: advanced-roadmaps

cloud
Client is requesting adding dependency types to Advanced Roadmaps
Asked by Z H:

Hello,

Hope all of you are well.

Have a client that is requesting "dependency (depends on / is dependency of) and relation (is related to) in addition to the blocker (blocks / is blocked by) to the planning interface" to be added to their Advanced Roadmaps.

Regards,

Z


Answers:
author: Curt Holley
body: Go to:  
Plans/Settings/Advanced Roadmaps dependencies and add the desired dependency types


Tags: advanced-roadmaps

dependency
Can I include only one issue from a specific source?
Asked by Kate Secor:

I would like to pull in only one issue from our Capabilities project into my plan. Is there a better way to do this than creating a saved filter that only has my one Capability in it and then using that filter as an issue source?


Answers:
author: Joseph Chung Yin
body: [@Kate Secor](/t5/user/viewprofilepage/user-id/5076395) -

Welcome to the community. Beside of what you stated, if you can roll-up your one issue from your Capabilities project into a given project's issue of your main plan issue source, then you will not have to setup a saved filter just for it for your plan's inclusion.

Hope this makes sense.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

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

Thanks!

I have all my issues set up with proper parent links, but somehow this still isn't working. Is there a setting I need to tell it to pull in from other issue sources for that?

It's working for Sub-tasks \> Stories \> Epics, but the hierarchy above that is just showing "0 issues" even though all the Epics have an entry in the "Parent Link" field.


author: Joseph Chung Yin
body: [@Kate Secor](/t5/user/viewprofilepage/user-id/5076395)

Hi Kate:

Where are your initiatives coming from (which project)? Can you advise? In addition, what is your plan's issue source setup as currently?

Best, Joseph


Tags: advanced-roadmaps

server
Dependencies report - how can I manage what issues to show?
Asked by Tommy Bergquist:

Hi, I find the Dependencies report very useful to quickly show dependencies between teams. However now the view is starting to get blurred by dependencies that are already closed, in closed sprints. How can adjust what issues to show? I'd like to show only dependencies in all active and all future sprints for example. Not closed sprints. I've been looking around a lot for this.


Answers:
author: Curt Holley
body: Hi [@Tommy Bergquist](/t5/user/viewprofilepage/user-id/5076914)   
Welcome to the community

You will need to alter how long "done" issues show in the plan for (see below)....or create a copy plan that doesn't show them at all. As what shows on the report is what is filtered into the plan via the Issue Sources.

Go to the Configuration of the plan and adjust "exclude any completed issues after" to as low as you desire.  

![2022-11-14 16_19_45-Minor Works.png](https://community.atlassian.com/t5/image/serverpage/image-id/225484iE2F179ADB4516617/image-size/large?v=v2&px=999 "2022-11-14 16_19_45-Minor Works.png")

comments: author: Tommy Bergquist
body: Can't believe I missed that. Thanks alot, Curt!


Tags: report

advanced-roadmaps

cloud

dependency
Add "Create Epic" button to Initiative issue page
Asked by Matthew J:

How do we add a "Create Epic" button to Initiative issue page?  
("Initiative" is what we have called the Advanced Roadmaps level above Epic).

Context: Regular Epics have a button "Create child issue" which can create Tasks.

Advanced Roadmaps issues do not have such a button by default, which is inconvenient, so we would like to add one.


Answers:
author: Hamza Chundrigar
body: Hi [@Matthew J](/t5/user/viewprofilepage/user-id/5055102)

Welcome to the community!

Unfortunately "Create Epic" button within the Epic issue type screen doesn't natively exist in Jira, although I do agree that it would be convenient and nice to have.

There are other ways that you might consider (as a workaround):

* Instead of creating Epics from within Jira's create issue button, and then linking each epic to its Parent Initiative -- simply create them under your initiatives within your Advanced Roadmap Plan itself.
* If you already have multiple existing epics that need to be linked/rolled up to its respective initiative but aren't yet -- then use the bulk edit feature to associate these to their parent initiatives. You can also Bulk edit by select multiple epics and dragging/dropping them in their respective hierarchy tree structure under the Initiatives.
* I would also recommend (if you haven't already) to include the **Parent Link** field on your Epic create/view/edit screen so you can select the desired initiative when you're creating the Epic or make modifications to it after the fact.  

Regards,

Hamza

comments: author: Matthew J
body: Thanks Hamza, we are already using your 2nd suggestion, but our team would really appreciate a "Create Epic" button on an Initiative (Advanced Roadmaps) issue page, we might create a feature request.


author: Valerie Tamblyn
body: I would prefer the Initiative's "Create Subtask" button be *replaced* with an "**Add a Child issue**" button (as in the Epic) where you could select the issue type. This would then allow faster Epic creation associated to the Initiative. It would be associated with the initiative it belonged with in the first place. Maybe there is a way to configure this?


author: Jeff Matson
body: Its so frustrating! Creating a feature and then refining that into smaller epics and then further into stories and tasks and subtasks is like the main point of Jira. I can't believe Jira doesn't do this.


Tags: advanced-roadmaps

cloud
Sub-Task Team forced to equal the parent?
Asked by Ben Weisman:

Hello all,

I am trying to build an advanced roadmap for a set of teams. I am coming up against an issue where we may have a story, and a set of sub-tasks within that story that have assignees across multiple teams. Is there a workaround for this?


Answers:
author: Curt Holley
body: Hi [@Ben Weisman](/t5/user/viewprofilepage/user-id/655512)   
It is true, when using the "Team" field, like Sprint, Sub-tasks have to have the same as their parent.

The workaround is, go up a level in the hierarchy. As in, use Epic for the stories and Story (or task or whatever) for what were the sub-tasks. As "standard" level issues can be separated from the parent and have a different team, be in a different Sprint.


Tags: advanced-roadmaps

cloud
KanBan Plan Only Team not bringing back any tickets
Asked by Ben Weisman:

My Kanban Plan Only team in my advanced roadmap is not bringing back any tickets despite the people within the team having tickets within the issue source assigned to them. Does the Teams field have to be present in the screens for it to show? Does advanced roadmaps allow for custom issuetypes? We are not using the standard issuetypes.


Answers:
author: Jim
body: Agree with Joseph's comments, but to answer the last question, yes you can use custom issuetypes. They should automatically show up at the Story level unless they are specified in a different tier of the hierarchy.


author: Joseph Chung Yin
body: [@Ben Weisman](/t5/user/viewprofilepage/user-id/655512) -

Hi Ben:

Have you check your issue source via the plan configuration UI to ensure the issues are being pull into your AR plan? The Team field doesn't have to be presented in your Jira project issue screen.

The team field is only associated from the plan side. It can be added to your Jira issue screen if the team is setup as Sharable from the plan side.

If you can provide more information on your ask, I can then assist/advise further.

Best, Joseph


Tags: advanced-roadmaps
hierarchy set up for different uses
Asked by Louise Wharton:

Does anyone know of a way to have a hierarchy set up so you can have epics within themes which sit within an initiative but also so they can sit in the initiative without being in a theme

so

\>Initiative

\>\>Theme or Epic

\>\>\> Epic or other issues

\>\>\>\>other issues


Answers:
author: Mark Segall
body: Hi [@Louise Wharton](/t5/user/viewprofilepage/user-id/5073797) and welcome to the community!

The issue hierarchy for advanced roadmaps is rigid so you cannot have issue types appear at multiple levels. This is because best practice is that your levels above the epic typically tie to business objectives based upon top-down strategy (e.g. company OKR, departmental OKR). With this mindset, an epic would never skip a level.

If this is not how your company is organized, you may want to consider a marketplace app like structure.

comments: author: Margo Sakova - OKR Board for Jira by Oboard
body: Hi [@Mark Segall](/t5/user/viewprofilepage/user-id/4666637)   

From what I've understood, you've used issue hierarchy from the Advanced Roadmaps to structure your OKRs. Just today I published an article covering this [Jira OKR setup](https://medium.com/oboard-okr-software/okr-jira-0ebb8d868bf3?utm_source=atlassian-community&utm_medium=referral&utm_campaign=answers) (and a couple of more).  

Can I ask you to look through it and share some feedback?  
I was experimenting there, and would love to hear first-hand experience ?


author: Mark Segall
body: [@Margo Sakova - OKR Board for Jira by Oboard](/t5/user/viewprofilepage/user-id/5353918) - Thank you for sharing this. It is quite exhaustive (in a good way) and you captured numerous methods that I have similarly employed on various projects. My only recommendation is to actually capture it as an article here on the Atlassian community to prevent your link from getting lost in a single question on this topic.


author: Margo Sakova - OKR Board for Jira by Oboard
body: Glad to hear that ?  
I'm not sure if such HUGE posts will fit the community format. Maybe I'll collect the initial feedback, and then share a shortened version of it here.


author: Hannes Obweger - JXL for Jira
body: Hi [@Louise Wharton](/t5/user/viewprofilepage/user-id/5073797),

just adding to Mark's answer: There's actually a number of [hierarchy-focused apps](https://marketplace.atlassian.com/search?hosting=cloud&product=jira&query=hierarchy) on the Marketplace that allow more freedom in how you set up your issue hierarchies. Since Jira's built-in parent-child relationships are somewhat limiting, they often rely on [issue links](https://support.atlassian.com/jira-software-cloud/docs/link-an-issue/) (or a combination of built-in relationships and issue links) to model these hierarchies. If a Marketplace app is an option to you, I'd suggest trying out a few - you can trial every app for free for 1 month - and see which one solves your use cases best.


Tags: advanced-roadmaps

cloud

hierarchy
Enable all hierarchy
Asked by Saikat Das:

I am having a Larger EPIC to track the project.

I have used a filter to sort out the EPIC and it's issues : (project = "NAME" AND "Epic Link"= EPIC-1)

In AR, I am able to view all the stories/Task under the same EPIC. But I'm not able to see the subtasks attached to the Task/Stories.

I can understand the gap is - my filter is finding everything that is attached to the EPIC link and the subtasks doesn't have the option to add epic links.

Can someone suggest a better way to import the EPIC, which would help me visualise all the Task/Story and it's sub-tasks.


Answers:
author: Curt Holley
body: Hi [@Saikat Das](/t5/user/viewprofilepage/user-id/5053505)

If you only want that Epic and all its Story level issues and their subtasks in the plan then use this JQL:  

```
issue in portfolioChildIssuesOf(" EPIC-1")
```

Otherwise, you could just add the whole project to the plan or a board that filters all of the relevant content, if one exists?

comments: author: Saikat Das
body: Thanks [@Curt Holley](/t5/user/viewprofilepage/user-id/3527535)

The solution provided above i.e. the JQL filter helped to filter out all the stories along with the hierarchy under the EPIC.


author: Saikat Das
body: [@Curt Holley](/t5/user/viewprofilepage/user-id/3527535) - I had a question regarding the 2nd solution, mentioned above - where I can import the whole project.   

In my scenario: I have one project but it's highly horizontal in nature and it need to track Story/Task and sub tasks from multiple verticals within the company.

What would be the best approach ?


author: Curt Holley
body: In the plan, go to: Configure/Issue sources  
From there you can add Projects, Boards or Filters.

[Add or change issue sources in a plan \| Jira Software Cloud \| Atlassian Support](https://support.atlassian.com/jira-software-cloud/docs/add-or-change-issue-sources-in-a-plan/)


author: Carlos Garcia Navarro
body: Hi [@Saikat Das](/t5/user/viewprofilepage/user-id/5053505)

This other post may be helpful:

<https://community.atlassian.com/t5/Jira-questions/How-to-get-subtasks-of-an-EPIC-in-a-filter-query/qaq-p/1436857>


Tags: advanced-roadmaps

cloud

filter

hierarchy

jira-cloud

jql
Show Subtasks in Basic Roadmap
Asked by Lena Kook:

Hi all,

I am wondering if it?s possible to show subtasks in the basic roadmap in Jira?

Thanks in advance.


Answers:
author: Walter Buggenhout
body: Hi [@Lena Kook](/t5/user/viewprofilepage/user-id/5008204),

No, currently not. There is a feature request for this in the backlog that you can track here: [JSWCLOUD-18677](https://jira.atlassian.com/browse/JSWCLOUD-18677).

Hope this helps!

comments: author: Lena Kook
body: Thanks for the update!


author: Joseph Chung Yin
body: [@Lena Kook](/t5/user/viewprofilepage/user-id/5008204) -

To supplement what [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225) stated, here is the correct URL for the JSWCLOUD issue's reference on the additional article - <https://community.atlassian.com/t5/Jira-Software-articles/What-s-new-in-the-Roadmap-view-I-m-so-glad-you-asked/ba-p/2077594>. Lastly, here are another key reference on enabling child issues planning (non-subtasks) for the basic roadmap - <https://support.atlassian.com/jira-software-cloud/docs/enable-child-issue-planning-for-kanban-teams-on-the-roadmap/>

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.

comments: author: Lena Kook
body: Thank you


author: Joseph Chung Yin
body: [@Lena Kook](/t5/user/viewprofilepage/user-id/5008204) -

You are welcome, if our suggestions helped you, please click on Accept answer when you have a chance.

Best, Joseph


Tags: advanced-roadmaps

cloud

sub-task
JQL query on "target start" or "target end"
Asked by Karl Jackson:

How do we create a query to return target dates outside of "now"?

The current query I have is "target end" \<now() and status != done

But I want to be able to send a notification outside of the actual due date, and send it 3-5 days before the due date.


Answers:
author: Sam Nadarajan
body: Hello [@Karl Jackson](/t5/user/viewprofilepage/user-id/4923859) and welcome to the Community!

There's multiple date functions that you can use, such as startOfDay(), endOfDay(), startOfMonth(), endOfMonth(), startOfWeek(), endOfWeek(), and more are available [here](https://support.atlassian.com/jira-software-cloud/docs/advanced-search-reference-jql-functions/).

If you want to query for issues that are 3-5 days before the due date, you could do something like:

* due \> startOfDay(-5) and due \<= endOfDay(-3)
* due \> -5d and due \<= -3d

The "-" goes back in time, so -3d is 3 days ago.

Hope this helps

comments: author: Karl Jackson
body: thanks, it got me closer given I need to use "target end" this is what ultimately got me there  

"target end" \> startOfDay(-5) and "target end" \<= endOfDay() OR "target end" \< -5d and status != done


author: Sam Nadarajan
body: Awesome! If you wouldn't mind accepting this answer so that others can benefit from it in the future that would be great!

For your query, do you need to have parantheses around the last clause:

"target end" \> startOfDay(-5) and "target end" \<= endOfDay() OR ("target end" \< -5d and status != done)


Tags: advanced-roadmaps

cloud

jql