youngmon/atlassian-qna huggingface dataset:
Difference between Jira align and atlas
Asked by Muhammad Zulqarnain:

Hello Community, I am just starting with Jira products, and wanted to ask what is the difference between Jira align and Atlas. because it seems to me with different introductions, both have same goals.


Answers:
author: Margo Sakova - OKR Board for Jira by Oboard
body: Hi [@Bhanu](/t5/user/viewprofilepage/user-id/1830377)   

Jira Align has wider functionality than just setting goals, while Atlas is focused solely on goals.  
Also, Atlassian recently blended Atlas into the new Jira version. If you're leveraging Atlas, it may make sense to sign up for the beta and start with Goals at once.  

Another important part is that Jira Align is an expensive enterprise product, while Goals can be used for free.  

Alternatively, you can also explore more specialized marketplace apps. For instance, [our app](https://marketplace.atlassian.com/apps/1219988/okr-board-for-jira-by-oboard?hosting=cloud&tab=overview) is based specifically on OKRs (Objectives and Key Results) goal-setting methodology.   

Hope that helps!  

<br />


author: shiva kumar Gosul
body: Both are for different purpose

Jira Align:

* Provides visibility into work at all levels of the organization
* Supports enterprise-level reporting and forecasting
* Focuses on strategic alignment and portfolio management
* Helps organizations scale agile practices across teams
* Enterprise agile planning platform

Atlassian Atlas:

* Centralizes information about projects, people, and resources
* Team collaboration and documentation platform

* Focuses on improving cross-team collaboration and transparency
* Acts as a single source of truth for organizational knowledge
* Helps teams discover and connect with each other's work


author: Bhanu
body: Hi [@Muhammad Zulqarnain](/t5/user/viewprofilepage/user-id/5562173)

Its a great question: Here's a high level of what they are

Jira Align is used by large Organizations for Programs, Portfolio and Enterprise Planning. It will be helpful for planning regarding the project investments, prioritizing projects, etc..

Atlas is used mostly for Collaboration and Communication about the high level summaries of the project status and goals outside of the immediate team.


Tags: atlas

cloud
HTML tags in description - PI objectives while exporitng in JIRA ALIGN
Asked by vasanth:

HTML tags in description - PI objectives while exporting

Is this a known issue in Jira align


Answers:
author: Sam Tsubota
body: It's is not an issue. When rich-text formatting is used in the description field, the formatting is stored as HTML tags in the Jira Align data base. When you export the values you will see the HTML tags.
Jira epic question
Asked by Johnny Ringo:

* I have made the settings "Jira to Jira Align Sync" only on anything related to Epics at this point because this was causing a lot of headache for the teams.
* This means we cannot create Jira Epics in Align and push to Jira so we'll need to monitor on the Align to fill in the fields we need that are only in Align after they come over from Jira. is there something I'm doing wrong here?


Answers:
author: Tom O'Connor
body: Just making sure you saw these series of FAQs that pulls together the numerous articles around Jira and Jira Align integration.

<https://community.atlassian.com/t5/Jira-Align-articles/Jira-and-Jira-Align-integration-readiness-FAQ-Table-of-Contents/ba-p/2546000>  

<https://community.atlassian.com/t5/Jira-Align-articles/Jira-Align-connectivity-and-authentication-FAQ-Table-of-Contents/ba-p/2543553>  

<https://community.atlassian.com/t5/Jira-Align-articles/How-to-resolve-Jira-Align-integration-issues-FAQ-Table-of/ba-p/2543561>


author: ahmet_kilic_catworkx_com
body: Hey [@Johnny Ringo](/t5/user/viewprofilepage/user-id/5524561)

is it possible to share some screenshots to see how you build up the sync in Connector?

This would help me to identify root cause of problem why the fields don't get synced between Jira and JA.

Best,

Ahmet


Tags: cloud
Roadmap View Not Displaying Parent-Child Structure in Advanced Roadmaps
Asked by Anastasia Zvonov:

While exploring Jira Advanced Planning and creating a roadmap, I noticed that the issues in my roadmap are displayed as a simple list shown by issue type (with epics listed first, followed by other issue types like user stories and roadmap items).

However, the roadmaps shown in Atlassian demos and tutorials are structured to reflect parent-child relationships between issues and their dependencies, which is the structure I'm aiming for. Please refer to the screenshots attached to this question.

Could you please advise why my roadmap is not displaying the structure as expected? Is there a specific setting or configuration I need to enable to show the parent-child and other relationships / dependencies between the issues?

Many thanks for your assistance!![jira-advanced-planning.png](https://community.atlassian.com/t5/image/serverpage/image-id/349330i1492984301DC6EA3/image-size/large?v=v2&px=999 "jira-advanced-planning.png")

![Test_Roadmap_for_Dm_Wrong Structure_Community.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/349329i929964146E542823/image-size/large?v=v2&px=999 "Test_Roadmap_for_Dm_Wrong Structure_Community.jpg")


Answers:
author: Michael Yaroshefsky - Visor for Jira
body: Hey [@Anastasia Zvonov](/t5/user/viewprofilepage/user-id/5492691) I think this thread should solve this for you:  

<https://community.atlassian.com/t5/Jira-questions/Parent-child-relationship-not-displaying-in-advanced-Roadmaps/qaq-p/2375107>   

If that doesn't work reply to me here and we'll think about what else it could be...

If you're interested in other roadmapping/Gantt options for Jira II'd recommending giving [Visor](https://marketplace.atlassian.com/apps/1226209/visor-spreadsheet-gantt-chart-for-jira-with-excel-export?tab=overview&hosting=cloud) a try (the app I created). You can try it for free and it has a two-way integration with Jira (that maintains all parent-child relationships from Jira).

You may find some of it's additional functionality (like Milestones, custom color coding, and easy sharing) useful as you roadmap out your Jira data.


Tags: advanced-roadmaps

data-center

dependency

hierarchy

portfolio-for-jira-data-center
Missing Settings Icon in Advanced Roadmaps (Jira)
Asked by Anastasia Zvonov:

I recently gained access to Advanced Roadmaps in Jira. While setting up a roadmap and reviewing Atlassian's tutorials and documentation, I noticed that the settings icon in the top-right corner---shown in demo videos for configuring features like issue hierarchy above epics---is missing in my Jira.

Could you please advise if there's a way to enable this feature? What could be the reasons for the settings icon not appearing in our instance?

Thank you for your support.


Answers:
author: Florian Bonniec
body: Hi [@Anastasia Zvonov](/t5/user/viewprofilepage/user-id/5492691)

If you are on Data Center

You do not have access to AR global settings if you are not a JIRA admin nor Advanced Roadmaps administrator.

As configuration of hierarchy is global, it cannot be configure by plan

Regards


author: Joseph Chung Yin
body: [@Anastasia Zvonov](/t5/user/viewprofilepage/user-id/5492691) -

I agreed with [@Florian Bonniec](/t5/user/viewprofilepage/user-id/495589) stated. First you must be the Jira admins to be able to configure hierarchy setup. The demo video is more than likely for the Cloud env. Anyhow, if you are a member of the Jira admins - You can access it via the following ways

**Data Center**

From the Jira Administration icon (gear symbol) upper right corner \>\> Manage Apps. In the Manage Apps UI - find the "Advanced Roadmaps for Jira" section \>\> Click on Hierarchy configuration"

![2024-09-25_11-37-58.png](https://community.atlassian.com/t5/image/serverpage/image-id/349331i033975A8603745FF/image-size/large?v=v2&px=999 "2024-09-25_11-37-58.png")

**Cloud**

From the "Plan" option in the top nav menu bar \>\> Settings. From the Settings UI, click on "Hierarchy configuration" within the PLANs section.

![2024-09-25_11-40-00.png](https://community.atlassian.com/t5/image/serverpage/image-id/349333i7215F68A8B4785F5/image-dimensions/231x267?v=v2 "2024-09-25_11-40-00.png") ![2024-09-25_11-39-45.png](https://community.atlassian.com/t5/image/serverpage/image-id/349335i1E9545D5B73BE635/image-size/large?v=v2&px=999 "2024-09-25_11-39-45.png")

Hopt this also helps.

Best, Joseph Chung Yin


Tags: advanced-roadmaps

jira-software

settings
Not being able to filter custom fields on Jira Advanced Plans
Asked by Fahim Ahmed:

Generally had a good experience but have come across a strange issue.

I've just created two Customer Fields - User Picker (Single user) which is supposed to be a permitted field type according to

[Enable custom fields to use in your plan \| Jira Cloud \| Atlassian Support](https://support.atlassian.com/jira-software-cloud/docs/enable-custom-fields-used-in-advanced-roadmaps-in-jira/)

However the 'Filter' option is greyed out with the message - 'Filtering for this custom field type is not supported'

Does anyone know why this is and how I can get across this?


Answers:
author: Cal_Irvine
body: * **Advanced Roadmaps Filtering Limitations** : Although the **User Picker** field is supported for display and use in plans, **Advanced Roadmaps** may still not fully support filtering for this field. The message you're seeing could be Jira's way of indicating that, even though the field can be included in a plan, it's not eligible for filtering at the plan level.

* **Workaround via Issue Filters** : You might want to create JQL filters based on the **User Picker** field and apply these filters at the issue level. For example:

  * Create a JQL query that filters issues by a specific user in the **User Picker** field.
  * Use this filter to define the issues included in your plan, effectively working around the filter limitation within the plan.
* **Confirm Plan Field Configuration**: Ensure that the custom fields have been properly configured and added to the plan. If the custom field was added after the plan was created, sometimes the plan needs to be re-indexed or refreshed for the changes to reflect.

comments: author: Michael Yaroshefsky - Visor for Jira
body: Hi [@Fahim Ahmed](/t5/user/viewprofilepage/user-id/5268205), as Cal says, there are some workarounds for filtering by custom fields in Advanced Plans.

Some Jira apps/plugins allow you to create roadmaps and other visualizations that can be filtered by custom fields (such as Visor, which I founded). In Visor, you can filter by any custom field AND create custom fields that only live in Visor.

Hope that helps. Visor is free to try, so if that sounds like it will solve your problem check us out on the Atlassian Marketplace:

[https://marketplace.atlassian.com/apps/1226209/visor-spreadsheet-gantt-chart-for-jira-with-excel-export?tab=overview\&hosting=cloud](https://marketplace.atlassian.com/apps/1226209/visor-spreadsheet-gantt-chart-for-jira-with-excel-export?tab=overview&hosting=cloud)

Best   
Mike


author: Fahim Ahmed
body: Thanks both - I found this where as you say the filtering capability is limited dependent on the type of field with only 5 types permitted. Very annoying but hopefully that changes - [Filter issues on your plan \| Jira Cloud \| Atlassian Support](https://support.atlassian.com/jira-software-cloud/docs/filter-issues-on-your-advanced-roadmaps-timeline/)

Will have a think about your helpful suggestions, thanks


Tags: cloud

portfolio-for-jira-cloud
What is industry standard for charge out rate per story point
Asked by Sonal Chaugule:

how to get industry standard for charge out rate per story point


Answers:
author: Walter Buggenhout
body: Hi [@Sonal Chaugule](/t5/user/viewprofilepage/user-id/5599159) and welcome to the Community!

Quite simply: story points are not a measure for charging a customer. They are for estimating the complexity of work for your team. They can easily be translated into something like t-shirt sizes (Small - Medium - Large - Extra Large). Unless you sell clothing items (and even then ...), I would not link pricing to this. I would rather look at cost and margins for the work you deliver instead, whatever it takes to determine those.

With different teams in your organization, story points for one team can have the same complexity (e.g. medium), but require a very different amount of work. Team A can complete a medium item in a day, while a medium item for another team may take 3 days to complete, as they may work in a different technology, have more integrations to take into account, suffer from technical debt or have a different maturity level in the team (just to name a few factors).

Hope this helps!


Tags: costing

estimation
Team creation
Asked by Marie DEVITA:

Dear all,

I would like to create ressources which are not people to attached to project to easily track the conflict. Is it possible ? I also would like to assign a task to 2 different team members : to this non-person ressource and to a person ressource. Is it possible ?

Thanks for your help


Answers:
author: Jack Brickey
body: Hi [@Marie DEVITA](/t5/user/viewprofilepage/user-id/5597719) , you might consider a custom field for the non-person asset. This could be a drop down or some other field type. It won't mimic the Assignee field behaviors but may meet your requirements.


Tags: cloud

jira-work-management
How to: move multiple timelines in Jira Plans
Asked by Christian Brandl:

How is it possible to move multiple timelines at the same time in Jira Plans?

Example: Delay in the project - all downstream tasks are also moved.

Unfortunately, it does not work via dependencies (blocked by or blocks). Also, as researched, the CTRL/STRG multiple selection does not work either.

Is there an easy way to move several tasks? Many thanks for your help!

Best regards Christian Brandl


Answers:
author: Hans Polder
body: [@Christian Brandl](/t5/user/viewprofilepage/user-id/5590934) ,

Welcome to the community! I believe you should be able to accomplish this by doing the following:

1) Check the checkbox of one of the items in your plan

2) Then, while holding the SHIFT-key, select the checkbox of the upper/lower issue of your desired selection - it should multi-select like seen on the screenshot below

3) Click 'bulk actions' button above

4) Choose 'Dates'

5) Follow the prompts

![Screenshot 2024-09-12 160846.png](https://community.atlassian.com/t5/image/serverpage/image-id/347101i4C6A89A061DBF3B5/image-dimensions/186x419?v=v2 "Screenshot 2024-09-12 160846.png")

Caveat: You'll likely be wanting to move the existing 'duration' of items (for instance, 2 weeks, or 4 weeks, etc). I think that'll be quite difficult this way, but you should give it a try!

comments: author: Christian Brandl
body: Thanks for the Information!  
But like you mentioned below - all timelines will be in the same date-range.  
Important to me is, that I can shift all timelines with their space between.   
Means that they shall have their same duration, like: after workpackage A follows workpackage B.  


Tags: advanced-roadmaps

jira-plans

plans

timeline
Auto assign based on member of Team
Asked by SKAdmin:

Using Automation we would like to dynamically lookup the ARM Team of the Assignee then set said Team for the issue. Having a hard time locating the right documents to extract member of teams. Note this is data center and we have over 50 teams and hard coding the list of users in the automation isn't an option. Is there anyway to do this without having to create a if else 50 times?


Answers:
author: Fadoua
body: [@SKAdmin](/t5/user/viewprofilepage/user-id/4851545) My bad I meant a role without the use of the JQL Here is the link:

<https://community.atlassian.com/t5/Jira-questions/ScriptRunner-How-to-retrieve-users-in-certain-roles/qaq-p/644109>

comments: author: SKAdmin
body: Thanks for the suggestion Fadoua, Role isn't helpful since we need to capture ARM Team membership.


author: Fadoua
body: [@SKAdmin](/t5/user/viewprofilepage/user-id/4851545)

Automation for Jira in Datacenter has limited features. In this case only a script can help with your request.

If you are using ScriptRunner it will be your best option.

Best,

Fadoua

comments: author: SKAdmin
body: We do have Scriptrunner, figured that might be the only option, but it still looks like I will have to build it out per team, no way to do a dynamic lookup.


author: Fadoua
body: Inside your script try to have a JQL that looks through a group using members


author: SKAdmin
body: ARM Teams isn't the same a group membership. Currently there is no JQL for member of teams in Data Center. Trying to create an option that will search Team members and compare the assignee to the list per team, then set said Team value.


Tags: automation

data-center

portfolio-for-jira-data-center

portfolio-for-jira-server

server
How do I add an initiative that was deleted back into a timeline
Asked by Melissa Makovec:

The initiative was accidently deleted after I clicked on "Review Changes" and approved all changes. How do I add it back to my plan.

![Screenshot 2024-09-11 at 2.49.53 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/346936i343A6CE6E46E6CD3/image-size/large?v=v2&px=999 "Screenshot 2024-09-11 at 2.49.53 PM.png")![Screenshot 2024-09-11 at 2.50.51 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/346937iC8ED0ABD18EC3FD0/image-size/large?v=v2&px=999 "Screenshot 2024-09-11 at 2.50.51 PM.png")


Answers:
author: Hans Polder
body: [@Melissa Makovec](/t5/user/viewprofilepage/user-id/5590345) ,

If the issue in fact still exists in Jira and is not really 'deleted' from there as well, it likely was 'excluded' or 'removed' from your Plan itself.

If the issue cannot be found in Jira itself, then it's unrecoverable. I'm assuming it's not, as you've pasted the first screenshot showing a specific issue :)

Otherwise, go to 'Plan Settings' in your Plan and try the 'Removed issues' or 'Exclusion Rules' tabs to find your removed issues there.

![Screenshot 2024-09-13 160314.png](https://community.atlassian.com/t5/image/serverpage/image-id/347352i4921BBA7F122CFB3/image-dimensions/145x370?v=v2 "Screenshot 2024-09-13 160314.png")


Tags: jira-plan

plan

portfolio-for-jira-unknown-hosting-type

project-management

unknown-hosting-type
Use Active Sprints - Saved Filter
Asked by Russ Perry Jr:

When I go to my team's board in Jira, the "Active sprints" under "Planning" in the left menu never shows my Stories, unless I click the "Clear Filters" button up top. Note that there are no visible indications of filtering -- not under "Epic", "Type", or "More" \| "Quick filters" -- so I don't know what filter or filters are being cleared. (Note that if I'm in the "Backlog" view, my Stories do appear under the correct iteration.)

I see the below on the "Use Active Sprints" Jira Support page; the status of my Stories match, and I've moved them from "Ready for Iteration" into the current iteration, so the first two conditions have been met; so it has to be that third condition.

However, how do I find out what "the board's saved filter" is? There's no obvious way to see it from the "Active sprints" view; if I look under "Filters" from the main menu, the only filter I can find (appears to be more of a team/project filter) shows my Stories, but also Stories across multiple iterations, so I feel like that can't be the one. Web searches haven't been fruitful, showing me how to set up a filter, where to see filters, etc, but not a direct link to what filter is applied where I need to see it.

Basically, I'd like to eliminate the extra step every morning, but more so, I want to make sure I'm not missing something when I set up my Stories!

Use Active sprints in a Scrum board {#toc-hId--328286614}
---------------------------------------------------------

An issue shows on your active sprints board if it:

* has a status that maps to one of the board's columns,

* is in an active sprint (for Scrum boards), and

* matches the board's saved filter


Answers:
author: Russ Perry Jr
body: Turns out I was barking up the wrong tree... The filter appears to work as intended, however, the URL I was given either contained "?assignee=unassigned", or that somehow got cached along the way? It's a little weird that the board gave no indication that it was filtering by unassigned, but okay, at least I now have a resolution.


Tags: cloud

jira-software
Possibility to link an EPIC to two different parents in Advanced roadmap?
Asked by Lars Stenlind:

When using Advanced roadmap the tree-view for Initiative-EPIC-Task is really great. The problem occurs when a Project want to link-in EPICs from contributing teams to an Initiative, but the Teams wants to group their EPICs under something in their own Jira project as well. I've read that you can not link an EPIC to more then one Initiative, but can you create another issue-type and link EPICs to that one, while still linking EPICs to an Initiative?


Answers:
author: Fazila Ashraf
body: Hi [@Lars Stenlind](/t5/user/viewprofilepage/user-id/5588866)

Welcome to community!

Even if another issue/issue type is created , the parent field can hold only 1 value.

For the other team, can they use the [dependency link](https://confluence.atlassian.com/jirasoftwareserver/dependencies-in-advanced-roadmaps-1044784190.html) instead of setting the Epic as a parent to their own initiative?

comments: author: Lars Stenlind
body: Hi Fazila,

Ok, yes so if only one parent regardless of type is possible to add then that will not work either then.

Sorry perhaps I'm missing something here, but is that not only to show blocking dependencies in Advanced roadmap, in the timeline part? That does not give the team the possibility to group EPICs in a tree-view, right?

I know we can group them under components as well but it would have been nice to not have to create a separate group for each component in Advancaed roadmap, and to tag all Task with it as well to have them showing up in the tree-view.


author: Fazila Ashraf
body: Right, it will be only to highlight dependency and doesnt work as the tree view.

AFAIK what is used is not possible in plans/roadmaps but should be possible if you are using other commercial plugins for project planning. Like [Structure](https://marketplace.atlassian.com/apps/34717/structure-ppm-jira-portfolio-management-tempo?hosting=cloud&tab=overview)


author: Lars Stenlind
body: Ok, I'll have a look at Structure

Thanks!


Tags: advanced-roadmaps