youngmon/atlassian-qna huggingface dataset:
?Work Item Links? functionality
Asked by Reddy:

Hello,

Is it advisable to enable "Work Item Links" functionality in Jira Align considering the below pros and cons? Also, please share alternate solutions if there are any?

Pros:

* Allows teams to identify story dependencies and sequence stories
* Easy to turn on/off with no negative consequences

Cons:

* Users may lose their collaborative nature by focusing on predecessor/successor
* Users may over-use links since they are highly visible since they has their own tab and TDP users are used to creating links.
* Randy recommends a strong communication plan to provide guidance on the purpose and usage of Links so they don't encourage unwanted behaviors.
* people try to recreate Gantt charts and continue the waterfall mentality and not follow Agile

Possible Alternatives to Links:

* Story Map
* Impediments


Answers:
author: Rich Sparks
body: I counsel teams to avoid using work item links for exactly the reasons you list in the Cons section. Having them in place doesn't necessarily lead to any clearer decisions or actions to be taken.

A team thinking about it's own work should use Story Maps as you suggest. And they can also use the Story Backlog Kanban sprint view to make sure their work is laid out in the best way to deliver what they need. My colleague [@Rob Phillips](/t5/user/viewprofilepage/user-id/3359016) wrote about this here:   
<https://community.atlassian.com/t5/Jira-Align-articles/Using-Jira-Align-s-Backlog-Kanban-Sprint-View-to-Visualize-SAFe/ba-p/1294415>

If you need to track work between teams (for example, my team needs something from your team in order to complete our work) then that's when Dependencies help. A dependency represents a contract between two teams (whether they be teams in the same Program/Release Train, or across different Programs/Release Trains) to provide something by a needed date or sprint.)

Dependencies show up on the program board and help stakeholders see where there are links between work, and the program board highlights when dependencies are at risk or late. I wrote about building out the Program Board during planning cycles here:

<https://community.atlassian.com/t5/Jira-Align-articles/Building-a-Program-Board-during-PI-Planning/ba-p/1329910>
Is there a way to pull out details from Jira Align the way we do in Jira with JQL using export?
Asked by Vinay Sharma:

Is there a way to pull out details from Jira Align the way we do in Jira with JQL using export?


Answers:
author: Tina Behers
body: [@Vinay Sharma](/t5/user/viewprofilepage/user-id/1521468)

In addition to the export function, Jira Align recently released an update to their API (API2.0) which allows more function and flexibility in getting information from JA as well as updating the Jira Align records. Here's a link to the help article to get you started.

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/360045371954-Getting-started-with-the-REST-API-2-0>


author: Shane Garnett
body: Vinay,

Jira Align has an export capability, to an excel spreadsheet, which has to be turned on via the Roles permission.

Let me know if you have further questions!

Regards,

Shane

comments: author: Vinay Sharma
body: Thanks Shane!
Is there a way to pull out details from Jira Align the way we do in Jira with JQL using export?
Asked by Vinay Sharma:

Is there a way to pull out details from Jira Align the way we do in Jira with JQL using export?


Answers:
author: Tina Behers
body: [@Vinay_Sharma](https://community.atlassian.com/t5/user/viewprofilepage/user-id/1521468)

In addition to the export function, Jira Align recently released an update to their API (API2.0) which allows more function and flexibility in getting information from JA as well as updating the Jira Align records. Here's a link to the help article to get you started.

<https://agilecrafthelp.zendesk.com/hc/en-us/articles/360045371954-Getting-started-with-the-REST-API-2-0>
From the status report at the portfolio level, how can i sort on ALL RED status at the top?
Asked by Ann Bouvier:

From the status report at portfolio level, how can i sort on of ALL RED status at the top?

It seems like a lot of the columns are sortable, but NOT status. I wanted to sort based on the most recent color for that initiative.

When multiple people will be in a meeting giving updates,I want to be ableto have 1 person drive the sharing of the screen. I want the RED to be the first we discuss so I want all RED to be at the top of the list

I want to be able to discuss the RED status, then YELLOW status, and discuss a few of the GREEN. Is there another report that can represent this?

This is more of what I am looking for:

1. Portfolio List
   1. List of all active initiatives with priority provided
   2. Filtered with red first and yellow second
2. Project Status Report
   1. View of each project with following easily visible
      1. RYG
      2. Key Message
      3. Risks/Issues List
      4. Next Milestones
3. Minimal clicks
   1. As much as possible avoid having to click through multiple pages since JA can sometimes be slow

Can anyone point me to maybe another place get get this kind of information?


Answers:
author: Rich Sparks
body: Being able to sort the Status Reports by epic health (which would be a subjective assessment) is a great suggestion. Please consider submitting it via the Align Ideation portal.

You can get a similar outcome by looking at the Roadmap for Epics and making the Sort Criteria "Health: Worst - Best". Add the Notes column in the configuration for the Key Message, and click into the item if you want to see the risks or milestones.

It would look something like this:

![Screen Shot 2020-05-10 at 9.43.30 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/94189i8286BABD28EE92A8/image-size/large?v=v2&px=999 "Screen Shot 2020-05-10 at 9.43.30 AM.png")
Kanban Board on project roles are not saving in JIRA Align while selecting Roles
Asked by Isha Grover:

Working as Admin in JIRA Align on choosing Project Role as Scrum Master then choosing Product from drop down list , under this options for Kanban Board are not getting saved .

When i try to disable options for Kanban Board on saving them i again try to see they are enable . Please see image :


Answers:
author: Tom O'Connor
body: Isha - can you please add the image or more details to your issue and where you are accessing this from? I'm not totally following where you are at.

Also, is Product turned on for the portfolio/program you are working in?

comments: author: Isha Grover
body: Please close the task.

Issue is resolved.

Thanks for helping us.
Can I find a glossary of terms used in Jira Align
Asked by Ann Bouvier:

Can I find a glossary of terms used in Jira Align? I am looking to get the whole organization using the same terminology when it comes to Jira and Jira Align.


Answers:
author: Dean MacNeil
body: Hi Ann,

I've seen companies create their own glossaries because terminology is configurable in Jira Align. If you standardize on SAFe terminology, you can use: <https://www.scaledagileframework.com/glossary/>.

It's not exhaustive, but there's also this: [https://agilecraft.com/agile-glossary.](https://agilecraft.com/agile-glossary)

Good luck!

Dean

comments: author: Peter Jessen
body: Hi [@Dean MacNeil](/t5/user/viewprofilepage/user-id/3594907),

Good to see you getting active here. I completely forgot about the old AgileCraft glossary!

Regards,  
Peter


author: Tim Keyes
body: Hi Ann,

Thank you for reaching out. I am working on an Jira and Jira Align Integration Glossary here: [https://community.atlassian.com/t5/Jira-Align-articles/Jira-and-Jira-Align-Integration-Glossary/ba-p/1361051](https://community.atlassian.com/t5/Jira-Align-articles/Jira-and-Jira-Align-Integration-Glossary/ba-p/1361051?) If there is anything specific you would like to see added to that glossary please comment on the article.

I do not believe we have a glossary that covers the Product as a whole but that is an excellent idea.

Cheers!  
Tim

comments: author: Dean MacNeil
body: Hi Tim, there seem to be extra characters at the end of the web address that prevent the link from opening. I removed "%C2%A0" and it opened fine. Thanks, Dean
View all linked issues associated with a ticket in Portfolio
Asked by Luke:

Hi all,

I've recently restructured our Jira space so that we can utilize Portfolio (server). It looks like this:  

Initiative

Epic

User Story

In Portfolio, I am attempting to show not only the tickets that are "Epic Linked" to an Epic in my project, but also ALL the tickets that are associated with, blocked by, or otherwise linked in some way to those Epics. Not every team "Epic Links" their tickets to ours, they usually just use the default "associated with" linking.

If I go to "Issue Sources", and add in another project, their Initiatives, Epics etc all sit at the same level as mine. I would like to avoid that since it just shows them sitting at the same level, and not what Epic they are "under". Ideally it would look like this:  

Epic (A-1)

User Story (A-2)

User Story (B-1)

User Story (C-1)

Is there a way to show this within Portfolio?  
Let me know.

Thanks!


Answers:
author: Stephen Chasey
body: Structure for Jira can do this using the "Linked issues" extender.


author: Jimi Wikman
body: What you would have is:

* Epic
  * Story under that epic

Issue without parents

* Story from another project without epic
* Story from another project without epic

If you describe what the epics represent, it might be easier to provide suggestions that might be a solution. It sounds like you need something above Epic that act as the container for the issues you want to see, but it all depend on your need.


author: Joseph Chung Yin
body: [@Luke](/t5/user/viewprofilepage/user-id/4022176) -

As far as I know "Advanced Roadmap for Jira" doesn't support issues links via ISSUE LINKS functionality for display in the plan.

The plan also will display issue association based on the issue hierarchy setup -

Example -

Initiative

\>\> Epic

\>\>\> Story/Tasks

\>\>\>\> Sub-task

Hope this helps.


Tags: advanced-roadmaps
How to prevent Auto-Scheduler to move fixed issues (like vacation)?
Asked by Felicitas Borkes:

Hi there,

I am trying to find a way to consider absences in my plan.

We will use Tempo Timesheets in the future \& model absences as an issue. I assign the team (which is affected by the absence) to the issue \& enter the number of planned absence days as an estimate. But when I use the auto-schedule function it will always rearrange the target dates. Which is obviously nonsense considering an employee is on vacation or sick leave. E.g. an absence of 2,5 days will be rescheduled to last 28 days.

important notes: we are working Kanban based and changing the available iteration days is not an option as we have part-time workers \& it won't let me enter comma separated numbers like 15.5

Cheers,

Felicitas


Answers:
author: Jimi Wikman
body: With the changes on July 26th where live plans was removed, this is no longer possible.

Any form of resource and availability planning in Advanced Roadmaps in Cloud is no longer possible except on a generic team level.

In DC, you should still be able to click on individual team members in the team view and then add days away. That should be taken into consideration in the auto planner the same way as a red day would be.

comments: author: Felicitas Borkes
body: Thank you, Jimi.

It kinda does. What do you mean with "a red day"? What is it?


author: Jimi Wikman
body: A holiday :)


author: Felicitas Borkes
body: ah ok, thanks :)


Tags: advanced-roadmaps

roadmap

schedule

server
JIRA portfolio - Development field added to Roadmap
Asked by Zach Greene:

When doing Release Prep \& Management, feature request to add "Development" field to JIRA Portfolio. We are using JIRA Portfolio, this feature may be accessible in JIRA align or Advanced roadmaps.


Answers:
author: Jimi Wikman
body: Not sure what you are asking here...

What is "Development field"? Is a status you want? or a custom field?


author: Danny
body: Hi [@Zach Greene](/t5/user/viewprofilepage/user-id/4556379)

Is it that you requesting this as a new feature for Jira Portfolio? As well as Jira Align and Advanced Roadmaps for Jira?

Thanks,

Danny


Tags: advanced-roadmaps
How to increase numbers of days for completed issues in programs
Asked by Eivind Fjeld:

I'm using Advanced Roadmap for Data Center version v8.15.1

I'm showing Epic progress bar in a program with multiple plans. It seem like the limit for completed issues is 30 days even if the plans have issue source for completed issues more than 30 days (e.g. 500 days).

I cannot find any configurations in Advanced Roadmap Programs to increase the number of days for completed issues.


Answers:
author: Eivind Fjeld
body: 30 days is default value, and it is possible to set "Completion date" manually

1. Go to program scope
2. Select: More -\> Completion date -\> Custom date -\> 01/Jan/20


author: Suvarna Gaikwad
body: [@Eivind Fjeld](/t5/user/viewprofilepage/user-id/1143372) Please click on settings icon besides Plan name -\> Configure -\> Issue Sources -\> edit days for Completed issues as highlighted in yellow in below screenshot. Hope this helps.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/160545i2FA273417B6465CA/image-size/large?v=v2&px=999 "image.png")

comments: author: Suvarna Gaikwad
body: [@Eivind Fjeld](/t5/user/viewprofilepage/user-id/1143372) can you please let us know if it worked for you?


author: Eivind Fjeld
body: I do not think this will work. The use case is "Epic progress bar" in a "Program" not in "Plan".

I have actually tried this, but it seems like "days in plan" do not have any effect on days for issues in a program using the plan.


Tags: advanced-roadmaps

server
Bulk operation without affecting "updated field"
Asked by Ankuskum:

Hello All,

We need to perform couple of changes in our jira and need to update multiple issue field in that.

Is there any possibility to perform bulk updates in JIRA without updating "update field".

Except database update because we need to perform lot of changes.


Answers:
author: Nic Brough -Adaptavist-
body: No, all changes are logged in issue trackers.

comments: author: Ankuskum
body: Is there any possibility with script runner groovy? Or any other plugins.


author: Nic Brough -Adaptavist-
body: You can, yes, because Scriptrunner can get directly to the Java api calls.

But you'll need to go in at a low level rather than using the standard "update" APIs that are well documented and strongly recommended.


author: Christian Schneider
body: Well, I had the same issue some weeks ago. I didn't realize, until it was too late. The effect was, that the "last update date" was changed on all modified issues to the date of my action.

An idea to go around this:

Perhaps you could add a custom field, into which you copy the "last update date".

Then you do your modification.

Then you copy back the date using scriptrunner.

let me know, if it has worked. :-)


Tags: advanced-roadmaps

jira-software

server
Can someone already using Advanced Roadmaps provide me a reference for the product?
Asked by John Belaska:

My company is considering using Advanced Roadmaps. We are interested in speaking with someone who currently uses it for project planning and resource capacity planning. We would like to know your experiences and the issues you have had to deal with in using it.


Answers:
author: Jimi Wikman
body: I have added it to several companies and it works fairly well.

Unfortunately, Atlassian have removed most of the capacity planning so if you have anyone in the teams not working 100% it will not be very useful anymore.

As a roadmap tool it is pretty awesome though. You also can scale the hierarchy of issue to create more levels above Epic.

Even if the teams functionality has been reduced lately, it is very nice to have a centralized area to manage all teams and a dedicated teams field you can add to your issue view.  

The only issue I have had has been on the organization level to be honest, the feature itself is very good.

comments: author: John Belaska
body: Thank you for sharing this information.


Tags: advanced-roadmaps

cloud
Advanced roadmaps cross-project
Asked by Thayne Munson:

I am trying to use the Advanced Roadmaps cross-project functionality. I have 2 jira projects (WD-xxxx \& SYS-xxxx). Each project has work that has to be coordinated into a single release due to code dependencies. Each jira project also has its associated roadmaps plan (plan-WD, plan-SYS). How do I create the dependency between the WB and the SYS releases so that it can be viewed as single release with in roadmaps. I have gone through all the steps of setting up the cross-project release in each plan but I don't see the connection between the plans. Am I confusing 'Jira Project' with actual 'Work Projects'? I am assuming I can have a cross-project release between 2+ Jira projects. Thanks.


Answers:
author: Jimi Wikman
body: Jira projects are just containers, and they do not have to be related to actual projects. I often set up Jira projects based on systems for systemic organization of work and documentation, but you can use it anyway you want.  

The reason you have issues is that you do not have an overall plan. Create a master plan with both projects so you can see the issues in both. In that plan, you create the cross project release. This way, you can also set dependencies between activities in both projects to make sure the timelines align.  

I hope that helps?

comments: author: Thayne Munson
body: Thanks Jimi. That's helpful.


author: Curt Holley
body: What [@Jimi Wikman](/t5/user/viewprofilepage/user-id/4169775) says......or if you want to create a Plan for just the release then create a filter or 2 to just filter in the issues associated with the relevant releases, then create the Cross project release in there. Thus creating a Plan especially designed for this piece of work.

JQL (along the lines of):

```
fixVersion in (Release WDxxx, Release Sysxxx)
```

comments: author: Thayne Munson
body: Thanks for JQL Curt.


Tags: advanced-roadmaps

server
Have functions been removed?
Asked by Jimi Wikman:

I have not used Advanced Roadmaps in a few months and went to show a client the new layout and now I can no longer find the function to click on a user to see what projects they are added to and how much?

I also can't add virtual users anymore?

Please tell me there is a setting somewhere to get these back because they are pretty much mandatory for this project and they were there before the last design update...


Answers:
author: Jimi Wikman
body: Not even weekly hours per team member is there:

![Add Tempo Team Members to Advanced Roadmaps - Atlassian Expert](https://external-content.duckduckgo.com/iu/?u=https%3A%2F%2Fbormueller.com%2Fwp-content%2Fuploads%2F2020%2F12%2Fimage2020-12-13_15-28-22.png&f=1&nofb=1)


Tags: advanced-roadmaps
How do the start and finish automatically populate?
Asked by Diane Mastramico:

In the advanced roadmap there are start and finish dates. I'm looking to add predecessors similar to that of MS project where a task has to finish before the next one starts. I can not seem to figure out how to do this - if one date moves all the downstream dates need to move to - all I see is to do it manually, is there a way around this


Answers:
author: Jacob Vu
body: Hi [@Diane Mastramico](/t5/user/viewprofilepage/user-id/4551552)

You'll need to enable the 'roll-up' feature which means that dates roll up to the epic for a task.

You'll have to manually create dependencies which means using the 'Link issue' feature for Roadmaps.

Hope this helps.

Jacob

comments: author: Diane Mastramico
body: The roll up feature works within a task but it doesn't link from one task to another :( Is that the only way?


author: Jacob Vu
body: Hi [@Diane Mastramico](/t5/user/viewprofilepage/user-id/4551552)

To clarify, you'll need to manually add the dependencies using the 'link issues' feature and then the roll-up feature will help make it so that if one task gets adjusted, it adjusts everything.

Hope that helps.

Jacob


author: Diane Mastramico
body: enter in all tasks then use link issue and when one date moves out it updates downstream?


author: Jacob Vu
body: Hi [@Diane Mastramico](/t5/user/viewprofilepage/user-id/4551552)

That's the idea, yup. It'll also move upstream meaning that your epic would update as well with a new adjusted end date potentially.

Jacob


author: Curt Holley
body: Bonus tip, beyond the great advice provided by [@Jacob Vu](/t5/user/viewprofilepage/user-id/4504580)

Set your dependencies to be Sequential for your Plan. That way Advanced Roadmaps knows that is how you want to manage dependencies and will offer warnings and will auto-schedule with that in mind.

![sequenial.png](https://community.atlassian.com/t5/image/serverpage/image-id/159735iEF1976BBAE11F55B/image-size/large?v=v2&px=999 "sequenial.png")


Tags: advanced-roadmaps
Any feedbacks on the Advanced Roadmap?
Asked by Christelle Chris:

Hello eveyone,

If you have implemented the Advanced Roadmap, could you please share your feedbacks?

What are the benefits of using it? Have you encountered any difficulties?

I look forward to reading your insights.

Thanks


Answers:
author: Jimi Wikman
body: The biggest benefit is to provide overview above the team levels. I also like the ability to scale up the hierarchy with larger entities above Epic that allow you to connect to type of work, budgets and strategies.

It helps to bring in the managers and business areas into Jira, improving the collaboration that sometimes can have a gap between business and development, for example.

The biggest problem is usually the fact that most organizations do not have a well organized way of working on management and business level when you get above the project level. That means that they need help, just like [@Arnd Layer](/t5/user/viewprofilepage/user-id/2355160) said, so it means that whoever is in charge of Jira and Advanced Roadmaps need to understand that world to make it useful.

comments: author: Aaron Gage
body: Completely concur. We have a poorly defined data model due to ignorance and wanting to "go fast" and now it's not well constructed for maximum effectiveness with AR. We're slowly trying to better define/design our data model in JIRA and in turn hopefully reap more benefits out of AR.


author: Arnd Layer
body: My experience so far:

Advanced Roadmaps can really create value, if you are using it right. It also has it's limitations. You have to start as soon as possible playing with it and learning how it works. You need to understand how it's meant to work to make it useful. You also have to understand how it expects Jira to be used in order to make it work.


Tags: advanced-roadmaps
is it possible to filter on 'teams'?
Asked by jayde_francis:

is it possible to filter on 'teams'?

I don't want to have to manually enter 30 people's Jira assignee ID's within a filter if we are all ready associated to a 'team'


Answers:
author: Curt Holley
body: If you mean via JQL, then yes.

```
"Team[Team]" =?
```

then start typing the name of the team, select it and Jira will convert it to its ID number for you.

If you mean in Advanced Roadmaps, Yes again.

There should be filter for teams

![filter.png](https://community.atlassian.com/t5/image/serverpage/image-id/159509i6A9980A87EF033FA/image-size/large?v=v2&px=999 "filter.png")

or, you can group by team.

![group.png](https://community.atlassian.com/t5/image/serverpage/image-id/159510i6ADE0F9BEF6D6E7F/image-size/large?v=v2&px=999 "group.png")


Tags: advanced-roadmaps

cloud

filter

team