youngmon/atlassian-qna huggingface dataset:
10.133 - deprecation of Portfolio Ask date field and change to Epic Milestones
Asked by Heidi Hendry:

Hi team,  
I'd like to understand more detail regarding the deprecation of the **Portfolio Ask date** field and change to **Epic Milestones** as mentioned here:  
[Release-notes-for-10-132-X](https://help.jiraalign.com/hc/en-us/articles/25584162501140-Release-notes-for-10-132-X)

and [Upcoming removals: Time/skills tab and skills functionality](https://help.jiraalign.com/hc/en-us/articles/23399097043220-Upcoming-removals-Time-skills-tab-and-skills-functionality)

> [As previously announced](https://help.jiraalign.com/hc/en-us/articles/23399097043220-Upcoming-removals-Time-skills-tab-and-skills-functionality), we'll be removing the **Time/Skills** tab, all skills-related functionality, and epic **Portfolio Ask** fields from Jira Align in version 10.133.0, which is scheduled to deploy on [Friday, May 10, 2024](https://help.jiraalign.com/hc/en-us/articles/235943887).

> * **Note**: We plan to remove the portfolio ask date field from milestones.

**Questions:**   
1. Will you ALSO be removing "Portfolio Ask date" from:

* Portfolio Epic \> Details tab
* Feature \> Details Tab

2. Will Milestones retain the fields:

* Deliverables
* Start / Initiation
* Target completion
* Complete status

3. Will all existing Milestone data be retained and visible in the new tab?


Answers:
author: Steve Sauser
body: [@Heidi Hendry](/t5/user/viewprofilepage/user-id/5278150) Thank you for your questions, please see below.

* There is no impact or change to the Portfolio Ask Date outside of the current Time/Skills Tab.
* Process Step Schedule (the top table in the Time/Skills tab) ++can be migrated upon request++ , to make this request please contact your current Advisory Services team or submit a Support Ticket requesting the migration.
  * Process Step will become Name
  * Start/Initiation will move to Start/Initiation
  * Target Completion will move to Target Completion
  * Status will migrate (Complete Yes = Completed, Complete No = On track)
* Fixed Date Milestones ++will automatically migrate++ to the new Milestones tab.
  * Name will move to Name and to Description
    * Current Name field has a character limit of 450 and the new has a character limit of 60. If the Name has more than 60 the Name will be truncated, but the full text will have also been placed in the description field so the data will not be lost.
  * Start/Initiation will move to Start/Initiation
  * Target Completion will move to Target Completion
  * Status will migration (Complete Yes = Completed, Complete No = On track)
* Note: If there are ++more than 20 milestones++ on a given work item which are migrated no new milestones (in that work item) will be able to be created unless some existing milestones are removed to get under the 20 count.

I hope that helps.

comments: author: Heidi Hendry
body: Thanks Steve. That's perfect.
How to find my Dependencies?
Asked by Dominique Greene:

Is there a way to find the dependencies I created? We use a general Team of Team for everyone on my team but I can not figure out a way to view the Dependencies I created, or a way to see new dependencies just created.

Is this a function in align?


Answers:
author: Edvaldo Lima
body: Hi [@Dominique Greene](/t5/user/viewprofilepage/user-id/5223672)

It seems the ability to filter dependencies by the creator's name or ID is currently not available in JA UI or via API. If you still consider it a must-have for your company you can raise a suggestion request for JA using the below steps below.

1. Go to [https://support.atlassian.com/contact/](https://support.atlassian.com/contact/?postauth=true#/)
2. Select What can we help you with? = Product Suggestions
3. Click on the "Go to Product Suggestions" button
4. Click Create and fill out the form with your enhancement request.

If you prefer you can raise a JA support ticket and we'll raise the suggestion request on your behalf!

comments: author: Tom O'Connor
body: In addition the export of Dependencies does not include the author. However, In EI (Enterprise Insights) there is the `[Dependency Log] `table has this data. Here is a query that can return that data:  
SELECT \[FK Dependency ID\] ,DL.\[Action Type\] ,DL.\[Detail Text\] ,U.\[Full Name\] FROM \[current_dw\].\[Dependency Log\] AS DL WITH (NOLOCK) LEFT OUTER JOIN current_dw.\[User\] AS U WITH (NOLOCK) ON U.\[User ID\] = DL.\[FK User ID\] WHERE DL.\[Action Type\] = 'Created'  


author: Rodrigo Cortez
body: Hi [@Dominique Greene](/t5/user/viewprofilepage/user-id/5223672) you can also wanna use REST API to get a list of dependencies a given user created.

You can make a GET call towards **/align/api/2/Dependencies** endpoint and filter by **createdBy** property. Here's an example using cURL:

```
curl -X 'GET' \
'https://instance.jiraalign.com/rest/align/api/2/Dependencies?$select=id&filter=contains%28createdBy%2C%279999%27%29' \
-H 'accept: application/json;odata.metadata=minimal;odata.streaming=true' \
-H 'Authorization: bearer user:9999|MyObfuscatedToken'
```

The returned JSON will look like the following:

```
[{"id":64},{"id":131},{"id":132},{"id":136}]
```

NOTE: Notice the token used to demonstrate that example is for a Super Admin.

The breakdown is as follows:

* **select=id** will tell Jira Align to return only the Dependency ID, not the entire entry
* **filter=contains(createdBy,'9999')** will tell Jira Align to only return Dependencies created by the user ID 9999

Hope it helps.


Tags: cloud
How do we differentiate between Portfolio Epic Vs Program Level Epic (SAFe) in Jira Align?
Asked by Dhruv Doshi:

To my understanding all Epics in Jira Align live at the Portfolio level. But our Organization's LPM wants a way to distinguish between Epics that are Portfolio Epic Vs Program Level Epics. An additional criteria of Portfolio Epic is that they have a Budget of =\> $3M.   

What would be the ideal approach of being able to distinguish them? Would creating a Program Container called "Portfolio Epics" be a good idea? Where the primary program on an Epic would be "Portfolio Epic" and additional programs would be the actual ART's working on the Epic. Or is this a Bad idea? How would this affect reporting on Jira Align?   

What would be Atlassian's recommendation to this?


Answers:
author: Allan Maxwell
body: In short, Program Epics are just Features without a Parent Epic or Capability.

comments: author: Dhruv Doshi
body: So are you saying that when we create an epic in Jira Align, they are technically automatically by default Portfolio Epics?


author: Allan Maxwell
body: [@Dhruv Doshi](/t5/user/viewprofilepage/user-id/5386745) Yes.
On- Prem
Asked by Iresha Ricks:

We are looking for an on prem product for JIRA Align. Currently we are having to manager JIRA Cloud environment just to connect to JIRA Align. We can not put any data into JIRA Cloud because it is not rated for Moderate Data. We then have JIRA Data Center where we do put all of our data. So if we can find an on prem version of JIRA Align we can get rid of JIRA Align Cloud and JIRA Cloud.


Answers:
author: Tom O'Connor
body: [@Iresha Ricks](/t5/user/viewprofilepage/user-id/5203404) Jira Align does have an on-premise version. We'll notify the Atlassian team that works with you about your request.

comments: author: Iresha Ricks
body: thank you. I have contacted my POCs


Tags: cloud

data-center

onprem
Jira Align roadmap at workitem level
Asked by Syed Ali:

Does Jira Align support the roadmap capability at the work item level? I am trying to find a solution that can show more based on team capacity and work items assigned to the iteration. If yes, pls share how to do that.

Thanks


Answers:
author: Allan Maxwell
body: If I understand your question correctly, then I think the Story Backlog in Sprint/Iteration view might be helpful:

![Screenshot 2024-04-03 at 1.07.23?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/316142i6787778333E57693/image-size/large?v=v2&px=999 "Screenshot 2024-04-03 at 1.07.23?PM.png")


Tags: roadmaps
How can I access initiative Notes from the Jira Align Program Room dashboard?
Asked by Kevin Kronschnabl:

I am finding the Program Room to be a valuable dashboard to track and monitor progress of a program increment for my product teams. What is missing, or I cannot find is access to an initiative's notes from within the Program Room. For example, from Roadmaps, I can add the Notes column to access and maintain notes for each initiative. Can I get access to initiative Notes from within the Program Room?


Answers:
author: Steve Sauser
body: [@Kevin Kronschnabl](/t5/user/viewprofilepage/user-id/4556671) Thank you for your question.

The Note from Roadmap is constrained to the Roadmap view only, Create/Edit/Update/Remove and View are only available for this type of note on the Roadmap.

From Program Room you are able to open the slide-out for any work item on the page (Initiatives included) and add comment in the Discussions function inside the item.

There are a couple of Suggestions below which are related to the Roadmap Notes that you may choose to add yourself as a watcher to in order to stay informed.

[JIRAALIGN-6220 - Add "Notes" to the Feature slide-out panel](https://jira.atlassian.com/browse/JIRAALIGN-6220)

[JIRAALIGN-6000 - Making Note (from Status Reports / Roadmap) available via API](https://jira.atlassian.com/browse/JIRAALIGN-6000)

comments: author: Kevin Kronschnabl
body: Hi Steve. Thank you for your input. I'll watch the others to see if anything further develops. Especially [JIRAALIGN-6220 - Add "Notes" to the Feature slide-out panel](https://jira.atlassian.com/browse/JIRAALIGN-6220) which I think would get me what I need as well.


Tags: cloud

jira

jira-cloud
Stories aligned to different domain/program
Asked by Chris Sanders:

Hello,

I have some stories that are parented to the same feature in ADO. The feature is a cross-functional effort, where multiple teams have multiple stories as children to the feature.

My issues is in Jira Align, it doesn't seem I can parent those stories to the feature unless they are in the same program/team as the Feature area path. Is there a workaround for this to keep the stories from being orphaned or incorrectly categorized in Jira Align?


Answers:
author: Dave Rosenlund _Trundl_
body: Welcome to the community, [@Chris Sanders](/t5/user/viewprofilepage/user-id/5465129) ?

I think you'll have better luck if this post is moved to the Jira Align group, which is what I am about to do for you.

Good luck!

comments: author: Chris Sanders
body: Thanks


Tags: azure-devops

cloud

jira-cloud

zzz
What truly is an integrated user now
Asked by Tess Doris:

Hello all, in the newest refresh of JA, there are some interesting configuration changes for the roles. In the Jira setting, you choose a Team Role as the default; these roles can now create and update the JA data. Then there is an Integrated role as one of the new JA roles; again, this role and the team role all have update capabilities. I understood that the "Integrated Roles" 1x4 had to be read-only. Has this changed? Here are the permissions for all of the Team Roles that are configured at the team level. The new Jira settings have the following. So the question is, can the integrated (4) user now have action items (add/update) assigned to them?

This goes against the Atlassian <https://community.atlassian.com/t5/Jira-Align-articles/Jira-Align-users-Full-VS-Integrated/ba-p/1944454>

Updated Team Role permissions? There is no read only role?

<https://community.atlassian.com/t5/Jira-Align-articles/Jira-Align-users-Full-VS-Integrated/ba-p/1944454>


Answers:
author: Allan Maxwell
body: [@Tess Doris](/t5/user/viewprofilepage/user-id/4996423) I've been working with Jira Align for almost five years and I have never heard that the "Integrated" licenses *are required*to be read-only. Some organization do make their "default" role read-only but that is their choice and not something required by the license agreement.

comments: author: Tess Doris
body: Interesting. I was trained over 10 years ago, and the integrated use was free if they only viewed details.
Update Feature Create Screen
Asked by Shyam Sundar P:

When we create a new feature on Jira Align it populates certain set of fields by default. Is it possible to bring additional fields in the create screen? For example fields like Tags or Acceptance Criteria can they be made to appear on the default page load?


Answers:
author: Edvaldo Lima
body: Hi [@Shyam Sundar P](/t5/user/viewprofilepage/user-id/4735325)  

Yes, it's possible to add custom fields to the Feature's create screen, please refer to JA's help article [Configure default and custom fields.](https://help.jiraalign.com/hc/en-us/articles/360041832653-Configure-default-and-custom-fields)  

One thing to notice is that the tags field is only displayed once the Feature is saved.

Hope this helps!

comments: author: Shyam Sundar P
body: Thanks Lima, I do not want to add custom fields. I want to show couple of the out of the box fields that are already available. example Tags, Jira project. I want to show them on the feature create screen itself and not on feature update after the save button is pressed


author: Edvaldo Lima
body: [@Shyam Sundar P](/t5/user/viewprofilepage/user-id/4735325)

Thanks for clarifying! For the Feature creation screen, the Jira Project field is displayed as soon as the primary program is selected, however, I understand you'd like to see both Tags and Jira Project fields as soon as the feature creation window opens. If that's the case you can raise a suggestion request for JA using the below steps below.

1. Go to [https://support.atlassian.com/contact/](https://support.atlassian.com/contact/?postauth=true#/)
2. Select What can we help you with? = Product Suggestions
3. Click on the "Go to Product Suggestions" button
4. Click Create and fill out the form with your enhancement request.

If you prefer you can raise a JA support ticket and we'll raise the suggestion request on your behalf!

Best!


author: Shyam Sundar P
body: Thanks much for clarifying the same. I will submit a request
What "blocked(in)" and "blocked(out) "stand for?
Asked by brandon.chen:

What "blocked(in)" and "blocked(out) "stand for?


Answers:
author: Edvaldo Lima
body: Hi [@brandon.chen](/t5/user/viewprofilepage/user-id/5461099)  

Welcome to our community.   

Can you please kindly provide us with a bit more of context? e.g. which feature, grid, or section of JA are you referring to?

comments: author: brandon.chen
body: Hi [@Edvaldo Lima](/t5/user/viewprofilepage/user-id/4499146)

When adding a linked issues there will be some options like is blocked by (in)/ is blocked by (out).

What do they stand for and What's the difference between them?

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/314429i17E24FF3E69D422B/image-size/large?v=v2&px=999 "Capture.PNG")


author: Edvaldo Lima
body: [@brandon.chen](/t5/user/viewprofilepage/user-id/5461099)  

Can you please list the steps followed in Jira Align to get to the Linked Issues?
Where to allow creation of a Feature
Asked by RICHARD S BRAICO:

Can anyone tell me the **differences (pros and cons)** in ++creating a feature++ in Jira align vs. Jira when using the two in conjunction?

I have always created Feature solely in JA however, I have come across an Enterprise that currently only allows the creation of the Feature in Jira. The connector then replicates it in JA.

Thanks


Answers:
author: Jennelle Stearns
body: [@RICHARD S BRAICO](/t5/user/viewprofilepage/user-id/5456513) If you have bi-directional sync on, you could create the feature in Jira or Jira Align. However, if you create it in Jira, you will probably still need to go into Jira Align and update additional fields such as the parent and planning/quarterly increment.

comments: author: RICHARD S BRAICO
body: Good point! Thanks Jenn


author: Alistair Keith
body: This is an interesting question Richard.  

Some random thoughts that might spark a debate:  

In the run up to PI Planning Features should be created by Product Owners from Epics (Initiatives) which are not managed in Jira software.   

Creating Features in Jira Align from the Epic is a lot easier as the tool auto populates several fields.  

Creating Features in Jira Software implies a bottom up approach which is less than ideal - the strategy drives the work not the other way around.   

Creating/managing Features in Jira will result in you missing lots of additional Jira Align 'Feature functionality' as many of the tabs are not available.  

It feels like the practice you describe is impeding many of the benefits that Jira Align provides.   

That said, these are just my thoughts and others may well see benefits from the Jira software approach that I have missed.

comments: author: RICHARD S BRAICO
body: "Creating Features in Jira Software implies a bottom up approach which is less than ideal - the strategy drives the work not the other way around. "  

LOVE THAT!!! Thanks
Not able to create product suggestion for jira align
Asked by manish a:

I am not able to find JIRA allign in the project dropdown. I want to create product suggestion requets. can someone help. I guess i am missing something here as i can see a lot of product suggestion requests already created with tickets starting with JIRAALIGN-\*\*\*\*

![ticketcreation screenshot.png](https://community.atlassian.com/t5/image/serverpage/image-id/312998i4070DEF2736CFC96/image-size/large?v=v2&px=999 "ticketcreation screenshot.png")


Answers:
author: Rodrigo Cortez
body: Hi [@manish a](/t5/user/viewprofilepage/user-id/4541675) thanks for reaching out!

To make a suggestion, reach out to [Atlassian Support](https://support.atlassian.com/contact/). Our dedicated team of support engineers will carefully evaluate your request and work with you to determine whether it is best classified as a bug or a suggestion. Once they've added your bug or suggestion to JAC, they'll provide you with a link where you can track its progress.

comments: author: manish a
body: i went to the above page. selected product suggestions. then got the following page which listed all the atlassian products. if i select bugs/suggestions it goes to the bugs / suggestion list page. ![contact page.png](https://community.atlassian.com/t5/image/serverpage/image-id/313191i904486C8B0F612CC/image-size/large?v=v2&px=999 "contact page.png")![products page. .png](https://community.atlassian.com/t5/image/serverpage/image-id/313192iEB232DE3553CF6FB/image-size/large?v=v2&px=999 "products page. .png")![bugs_suggestion list page.png](https://community.atlassian.com/t5/image/serverpage/image-id/313193iB24B73577851873C/image-size/large?v=v2&px=999 "bugs_suggestion list page.png")


author: manish a
body: [@Rodrigo Cortez](/t5/user/viewprofilepage/user-id/3219679)
Day in life of a analyst, RTE/Scrum Master/Project Manager
Asked by Amanda K:

what does a Day in life of a analyst, RTE/Scrum Master/Project Manager look like in Jira?


Answers:
author: Allan Maxwell
body: Based on the terms you have used for the roles, I assume you are using the Scaled Agile Framework. SAFe provides great details on each of these roles ...[here](https://scaledagileframework.com/product-owner/?_gl=1*bds1ag*_up*MQ..*_ga*NTQyOTY3NzQ0LjE3MTA1MjI4ODQ.*_ga_D3EB8LEN46*MTcxMDUyMjg4MS4xLjAuMTcxMDUyMjg4MS4wLjAuMA..*_ga_NJNBW1TGY8*MTcxMDUyMjg4MS4xLjAuMTcxMDUyMjg4MS4wLjAuMA..*_ga_5DDGBZN12N*MTcxMDUyMjg4MS4xLjAuMTcxMDUyMjg4MS4wLjAuMA..) is an example. Between Jira and Jira Align, you have most of the tooling needed for the roles you have listed. The questions because how much of the SAFe model are you using and to what extent you rolled out the Atlassian platform to match your agile processes?
PI event planning/tracking in conjunction with Jira Align and Jira
Asked by Amanda K:

How would we leverage and handle PI event planning/tracking in conjunction with Jira Align and Jira


Answers:
author: Allan Maxwell
body: To leverage and handle PI event planning and tracking using Jira Align and Jira, you can follow these best practices and utilize the features described in the provided documents:

1. \*\*Building a Program Board during PI Planning with Jira Align\*\*: The Program Board in Jira Align is a central tool for visualizing the status of Features, Dependencies, Objectives, and Milestones. It is useful for weekly reviews by the Program team and is crucial during the PI Planning process to ensure alignment across teams. During remote planning sessions, the Program Board can be used to lay out plans, identify dependencies, and coordinate between teams. You can configure the Program Board to display unassigned features and update it as teams plan their work and identify dependencies and risks.

2. \*\*Jira Align and Jira Integration Best Practices\*\*: Before configuring the integration, it is important to set up PIs and sync sprints to align Jira Software and Jira Align sprints. Ensure that roles such as Product Owners, Product Managers, Scrum Masters, Program Managers, and leadership are trained in Jira Align. They should expect to engage in related activities, including backlog management and facilitating cross-team collaboration.

3. \*\*Virtual/Remote PI Planning Best Practices\*\*: For virtual or remote PI planning, it is recommended to use Jira Align's features such as the "Backlog Kanban -- Sprint View" to visualize the planning event and manage team breakouts. You can also create risks in Jira Align and facilitate virtual Scrum of Scrums and management review meetings. After the PI Planning event, track and close out activities using Jira Align's Program Board and other features.

4. \*\*Jira Align Implementation Plan\*\*: During the implementation of Jira Align, leverage small planning intervals (Sprints) to allow for quick pivots. Ensure connectivity is established, validate Jira practice health, integrate projects/boards, conduct role-based training, and prepare for PI planning.

5. \*\*Confluence Whiteboards and Automation\*\*: Although not directly related to Jira Align, there is a mention of using Confluence Whiteboards and automation to transform how PI Planning is done with Atlassian products. This could be a complementary solution to Jira Align and Jira for "big board" planning, where dragging cards on a whiteboard can trigger updates in both Jira and Jira Align.

By utilizing these tools and practices, you can effectively plan and track your PI events using Jira Align in conjunction with Jira. For more detailed guidance, you can refer to the specific articles and resources
Jira vs Jira align
Asked by Amanda K:

What is Jira Align - How does it differ from Jira?


Answers:
author: Margo Sakova - OKR Board for Jira by Oboard
body: Hi Amanda,  

In a nutshell, Jira Align adds a strategic level to the work done in Jira.  
I've recently written an article, comparing goal-setting capabilities in both [Jira and Jira Align](https://medium.com/@margosakova/jira-vs-jira-vs-okr-board-for-jira-8cbb01ad9454).  

I hope that helps  

comments: author: Amanda K
body: Thank you so much!


author: Ste Wright
body: Hi [@Amanda K](/t5/user/viewprofilepage/user-id/5453860)

At a high level, Jira is a work tracking tool - whilst Jira Align connects your business strategy to technical execution (fed with data from Jira).

Jira is also attached to a suite of products - for example:

* Jira Software - work management for technical teams
* Jira Work Management - work management for business teams
* Jira Service Management - ITSM and service projects, both internal and external
* Jira Product Discovery - share ideas and product roadmaps

I'd check out what products might suit you via [the products page](https://www.atlassian.com/software). Click into each product to learn more about their features and plan levels!

Jira Software Premium/Enterprise also have a planning tool, Advanced Roadmaps - check out how AR and Align compare on this page: <https://www.atlassian.com/software/jira/agile-at-scale/portfolio-and-align>

Ste


author: Allan Maxwell
body: In brief, Jira Align aggregates the work done in by Teams in Jira into multidimensional prioritizes, plans and work item ...and ties it all to your organizations strategy.