youngmon/atlassian-qna huggingface dataset:
Which permission allows users to import epics in jira align?
Asked by sachin gangam:

Hello all,  

Happy Monday!  

I enabled 'import epics' option for RTE role, but they still don't have permission to import the epics. What am I missing?  

Thanks,  
Sachin.


Answers:
author: Rae Gibbs
body: [@sachin gangam](/t5/user/viewprofilepage/user-id/4194110) This one is a little tricky. You also need to enable Import Stories/Tasks/Features under Additional Options. Once you do that, the user should no longer receive the error.

![Screen Shot 2021-11-15 at 12.28.16 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/169411i6781485FF12F52C2/image-size/large?v=v2&px=999 "Screen Shot 2021-11-15 at 12.28.16 PM.png")


author: Allan Maxwell
body: ![Screen Shot 2021-11-15 at 9.00.07 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/169382iC2A65825A4BAD07F/image-size/large?v=v2&px=999 "Screen Shot 2021-11-15 at 9.00.07 AM.png")

comments: author: sachin gangam
body: Hello [@Allan Maxwell](/t5/user/viewprofilepage/user-id/3502714) , I enabled the same permission, but I get an error 'You need more access'  

![RTE_importepics.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/169398i3F597A58A836A2DF/image-size/large?v=v2&px=999 "RTE_importepics.PNG")![importepics_1.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/169397iAD72F9F3B6E985FB/image-size/large?v=v2&px=999 "importepics_1.PNG")![importepics_Error.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/169399i7D49891A99E1BA1B/image-size/large?v=v2&px=999 "importepics_Error.PNG")


Tags: cloud
Trouble with adding dependencies and risks, etc.
Asked by Jayme Burkhalter:

I have set both the Scrum Master and Product Owner with the permission to be able to add Dependencies, Risks, Acceptance Criteria in a Feature (via the +) but they are still unable to see the plus sign.

I swear I had already fixed this issue last week when I added them both to the Program team. I had even impersonated and tested both roles and was able to do it. This week, I am back to square one and I do NOT know what I am missing!!

* The toggles are turned on in the permission space
* they are both members of the Program Team
* They can create a dependency using the Create button, but cannot add one directly onto a Feature by clicking the plus sign +

What else needs to be enabled to allow them this permission? I am stumped!!


Answers:
author: Connie Crabbe
body: Ensure that the System Role of the users is Product Owner. When I impersonated a user with Team Level Admin, they were not able to see the '+' next to Dependencies on a Feature.

System role and Team role are different. A users system role determines what they can/cannot see/do within Jira Align.

When I impersonated a user with the POPM level role they were able to see the '+' sign.

One other step that can be taken is for the user to reset their Jira Align instance - it's like clearing their history/cache in Jira Align. At the top of the grey configuration bar are the 2 cog wheels. Click them and select 'Reset All' then select the Program again and go to the Feature grid view and select the feature that needs a dependency added.

I hope one of those suggestions helps to resolve the issue. If not, hopefully someone else will have some other thoughts on how to resolve.


author: Rae Gibbs
body: [@Jayme Burkhalter](/t5/user/viewprofilepage/user-id/4387886) I can tell you that with Acceptance Criteria, even if the toggle is enabled, the person trying to add the Acceptance Criteria also has to be listed as the Owner. If they are not listed as the Owner, they will not see the plus sign. This shouldn't be the case, though, for Dependencies and Risks. If your issue persists with Risks and Dependencies, I would recommend reaching out to our Support team where they can more effectively troubleshoot your issue with you.


author: Philipp Barry
body: [@Jayme Burkhalter](/t5/user/viewprofilepage/user-id/4387886) Can you observe this issue as well with other users who have the same permissions? And should those users be able to quick-add objects and/or risks and does that work?


Tags: dependency

permission

risk
Same team looking after Jira service desk project & agile scrum project board, What is the best way?
Asked by Roshan Milinda:

Hey Guys,  

Looking for advice from Jira experts.  

My dev team is looking after a Jira service desk project and an agile scrum project for the same software development project.   

I am exploring what is the best way to handle this rather than having to look after 2 projects separately. Also, I like to hear how everyone else is looking after support requests while working on sprints to develop features.   

Cheers


Answers:
author: Aaron Geister
body: In most cases, I would say the dev team should be on agile process and development project and IT support tech should be taking care of the JSM project and forwarding issues to that team. This reduces the dev team being responsible for two projects.

Now that team field is available with advance road maps with premium access it helps to route issue to teams.

ITSM can be used for multiple team access. I do believe they shouldn't have to administrate it only work from dev tickets that come in.

You can also clone issue and automate a process to clone issue to their projects for development bugs or other reasons.

I hope this helps.

comments: author: Roshan Milinda
body: Much appreciated, [@Aaron Geister](/t5/user/viewprofilepage/user-id/4585692)   

The main issue I am facing is since we just released the MVP, many of the support tickets are software-related issues/bugs that need dev involvement.


author: Aaron Geister
body: Two ways I have handled this in the past.

1st. Add dev team to project use a team responsible field with automation to alert that team of issue and allow themselves to add an assigned user from that team.

2nd. Create an automation when a dev issue comes to the ITSM project have it automate the issue to clone the issue into the dev project as a bug or task. Have it carry all information and link the issues together.

I would try one of these two options.


Tags: atlassian-support

jira-service-desk

scrum
Do Jira have an Ideation product we can use to collect features/ ideas from our customers?
Asked by Maayan Sason:

We want to collect ideas and enhancement requests from our COmmunity, Customer Support, Internal

And to be able to prioritize it according to votes given by our customers per idea.

Basically some sort of tool that competes with Aha!

Does Jira have this kind of tool for this?


Answers:
author: Jesse Pearlman
body: [@Maayan Sason](/t5/user/viewprofilepage/user-id/4554770)   

JIRA Align does have an ideation module called the[iZone](https://help.jiraalign.com/hc/en-us/articles/115002754474-10X-iZone-Ideation).  

The module has a good deal of value that I think you'll find meets your needs.  

<br />

comments: author: Maayan Sason
body: Thank you [@Jesse Pearlman](/t5/user/viewprofilepage/user-id/3588534)


Tags: aha

community
JIRA Align - Excel Add-In
Asked by Devasena Sistu:

I'm looking for a Connector / Add-In from JIRA Align to Excel.


Answers:
author: Peter Jessen
body: Hi [@Devasena Sistu](/t5/user/viewprofilepage/user-id/4627276) ,

[@Samit Mehta \[321 Gang\]](/t5/user/viewprofilepage/user-id/1892795) is correct, in that Align has the ability to export and import specific items in XML format that is resolved in Excel.

* This functionality is limited to only those fields defined in the XML templates for each object that can be exported and imported.
* In addition, some objects, such as dependencies can only be exported ad not imported.

If you are looking for the type of robust Excel plug-in that Rally provided in the past (I haven't used Rally since 2015), then Align does not support that.

Your two additional options for connecting data from Align to an out side source are:

* The Jira Align REST API 2.0. which provided bi-directional data
* You would need to build the interface to the REST API 2.0.
* Here is the related Help article:
  * <https://help.jiraalign.com/hc/en-us/articles/360045371954-Getting-started-with-the-REST-API-2-0>
* The Enterprise insights business intelligence module (additional purchase) that provides the data lake for connection to tools such as Tableau.
  * This data flow is one way - out of Align.

Regards,  
Peter


author: Samit Mehta [321 Gang]
body: Please expand on what exactly would you want this connector to do?

Jira Align has a built-in ability to export and import work items (Themes, Epics, Features, Stories, etc) from/to Excel. Is that what you were looking to do?


Tags: ms-excel
How to generate sprints in jira align for sprints with different cadence?
Asked by sachin gangam:

Hello All,  

Happy Friday!  

I have below sprint cadence for a PI and I want to know what is the best way to generate sprints in Jira align. As sprint duration for 2021.PI6.S4 is 5week days.  

I was thinking to mass add for S1-S3 with PI start date: Nov24, 2021 End Date: Jan4, 2022 and then single add for S4. ? But, my question is can I change PI end date to Jan11, 2022 after I generate sprints for S4?

2021.PI6.PORTFOLIO  

2021.PI6.S1 ( Nov 24-Dec 7)  
2021.PI6.S2 (Dec 8-Dec 21)  
2021.PI6.S3 (Dec 22- Jan 4)  
2021.PI6.S4 (Jan 5-Jan 11)

<br />

Thanks,  
Sachin.


Answers:
author: Tina Behers
body: Absolutely! You can and should!


author: Samit Mehta [321 Gang]
body: Hello Sachin,

You can and should absolutely update the PI start / end date to match the dates you set up the Anchor Sprints / Iterations.

Sincerely,

Samit Mehta, 321 Gang


Tags: cloud
Can we use JIRA align for test management.
Asked by priyanka garg:

Do JIRA align provides features like creating test cases under a project , executing the test instances in various releases and updating the test results like pas/ fail/ blocked and creating various test matrices?


Answers:
author: Sam Tsubota
body: [@priyanka garg](/t5/user/viewprofilepage/user-id/4626275) Jira Align does have test case management, but it is not very robust and will be deprecated in the future. As a result, it is not recommended to use this functionality. If you are using Jira, there are several test case management apps on the [Jira app marketplace](https://marketplace.atlassian.com/search?query=test%20case%20management) that can enable that functionality within Jira.

comments: author: priyanka garg
body: Thanks [@Sam Tsubota](/t5/user/viewprofilepage/user-id/3702905) for quick response


author: Mahbub S
body: [@Sam Tsubota](/t5/user/viewprofilepage/user-id/3702905) does the determination on the Jira Align test management features still stands in 2023?


author: Sam Tsubota
body: [@Mahbub S](/t5/user/viewprofilepage/user-id/5178833) the Quality module which test cases are a part of is planned to be deprecated in the future.
Is there a way to export all items from Ideation to Excel?
Asked by Chad Evans:

We have over 300+ items listed in ideation, but are looking for an easy way to provide a readout. Is there a way to export these items to a spreadsheet?


Answers:
author: Rodrigo Cortez
body: Hi [@Chad Evans](/t5/user/viewprofilepage/user-id/4624795) !

Exporting ideas from the *Ideation* portal is not yet supported by Jira Align.

However, there are currently two open ideas on that matter:

* [iZone 736 - Ability to export the Ideation contents](https://internal.jiraalign.com/ideaZone/ideas?ideaID=736)

* [iZone 1036 - Ideation module - Add ability to Export Ideas](https://internal.jiraalign.com/ideaZone/ideas?ideaID=1036)

I'd encourage you to subscribe and upvote these ideas, to raise awareness on that demand along the Product Management team.

comments: author: Sam Tsubota
body: Jira Align Enterprise Insights (EI) data warehouse has tables with all the idea, ideation groups and ideation form custom fields. You can get an EI instance for your Jira Align instance and connect a data visualization/BI software like Tableau or Power BI and build a report or dashboard and export the data to Excel. You will also have all of your data in your Jira Align instance to build custom reports and metrics. You can reach out to your Atlassian Enterprise Advocate for more information and even request a 45 day trial.


author: Allan Maxwell
body: I don't think a direct export to Excel format exists, but you can use the Jira Align API 2: GET {{base_JA_url}}/Ideas

The results are returned in JSON format.

{  
"id": 4,  
"ownerId": "Allan.Maxwell",  
"createdBy": "Allan.Maxwell",  
"createDate": "2017-12-21T08:50:39Z",  
"lastUpdatedDate": null,  
"title": "As a system admin I would like ...",  
"groupId": 3,  
"productId": null,  
"status": 0,  
"isExternal": 0,  
"description": "blah, blah, blah",  
"companyId": 1,  
"categoryId": 1,  
"isPublic": 0,  
"self": "<https://xxxxxx.jiraalign.com/rest/align/api/2/ideas/4>"  
}


Tags: cloud
How to import "special characters", "tabular data", links & attachments via import template?
Asked by Vinay Sharma:

We need to import initiative issue types from Jira to Jira Align Epics via Jira Align import template

1) The text under description field includes "special characters", "tables", "links" in Jira

2) The initiatives have attachments

Pls. suggest how to import these.

The special characters, tables \& links are not intact after import.


Answers:
author: Tom O'Connor
body: [@Vinay Sharma](/t5/user/viewprofilepage/user-id/1521468)

Jira Align supports most "special characters" for import. However, tables can be problematic from my experience because the rich text editor may not support it. We don't import attachments. Check out help and I suggest you submit a support ticket with more details and information so that our awesome support group can answer your specific questions.

<https://help.jiraalign.com/hc/en-us/articles/115000088674-10X-Import-Objects-Via-Excel-Overview>


Tags: jira-data-center
Can I change my team name in URLs
Asked by DRIVE GmbH & Co. KG:

When creating my account I entered a name for my team, but in the URLs it's called "team123456789.atlassian.net" (not the real numbers). Is there any way to change the URS to "nameofmyteam.atlassian.net"?


Answers:
author: Daniel Eads
body: Hey [@DRIVE GmbH \& Co. KG](/t5/user/viewprofilepage/user-id/4618803) , welcome to the Community!

Your question is tagged for Jira Align, but I'm wondering if you might be thinking about updating the URL on a Jira Software site. If this is the case, it is possible for paid Jira Cloud subscriptions to update their URL [in the admin console, following the instructions at this link](https://support.atlassian.com/organization-administration/docs/update-a-product-url/).

If your site is on a Free plan, updating the URL won't be an option in the admin console. You can upgrade to a Standard plan or higher, even on a trial basis, in order to get access to the Atlassian Cloud site rename capability.

Cheers,  
Daniel \| Atlassian Support


author: Allan Maxwell
body: I don't think you can edit the link in Jira Align, but you could use one of the "link shorteners" that most organizations have in place. Where I work, we use "Go" so I can create any link I want like go/teamSuperAwsome and share that internally.


Tags: jira
Custom Fields for Dependencies - Timing
Asked by Drake Morse:

Hi All,

Out of curiosity and to gather some clear data for effort, what would you estimate the time it takes to add Custom Fields to a Dependency card?  
Specifically 1 DropDown field and 2 Text Input fields.

Also, do you forsee significant testing needed?


Answers:
author: Philipp Barry
body: Hi Drake,  

Just looking at the technical implementation, this task would be something rather minor and done quite quickly. The discussion about how those fields should be named and/or what the options of the select field should be will probably take much longer.  

Implementing custom fields in Jira Align is a minor change with very low technical risk. The amount of testing \& validation needed for this change depends mostly on how your organization rolls out configuration changes in Jira Align.   

However, when using custom fields in Jira Align please be aware of some aspects of this functionality [(please see Jira Align help for more details)](https://help.jiraalign.com/hc/en-us/articles/360041832653-10X-Configure-Default-and-Custom-Fields):  

* custom fields will be available for usage in the entire application while visibility and required-setting can be modified on a portfolio level
* the amount of certain types of custom fields in Jira Align is limited
* custom fields are displayed on individual work items, objects, dependencies and risks detail view and can not be displayed in most reports (if you would like to report on custom fields, you need Enterprise Insights)

Have a great day!  

comments: author: Drake Morse
body: That's what I figured, thanks for the corroboration!


Tags: custom-field
What Roles toggle allows a role to update "team target completion sprints" in the quick view page in
Asked by walter.e.adams:

i can see and update the "team target completion sprints" as a super admin, but not as an RTE. is there a toggle in the Admin\>Roles\> RTE that needs to be updated


Answers:
author: Peter Jessen
body: Hi [@walter.e.adams](/t5/user/viewprofilepage/user-id/4567457) ,

It is not a role toggle. It is the team role on the Program Team (assuming the individual is on the program team).

* The person must be assigned to the Program Team in question.
* RTE and Team of Teams roles on the Program Team can change the Target Completion Sprint on the QuickView.
* Stakeholder role on the Team of Teams can't.
* Super Admin role overrides those restrictions/requirements.

Regards.  
Peter


Tags: cloud
Roles and reponsibilities
Asked by James Bueno:

Where can I find a document that lists all roles and permissions in Jira Cloud and Jira Align?


Answers:
author: Paula Hidalgo
body: Jira Cloud permissions are not inherently role based. You need to develop permission schemes around the roles in your company and then apply the permission scheme to each project. Here is a link to the Jira Cloud permissions -\> <https://support.atlassian.com/jira-service-management-cloud/docs/overview-of-jira-cloud-permissions/>

You can create [Project Roles](https://support.atlassian.com/jira-cloud-administration/docs/manage-project-roles/) or [User Groups](https://support.atlassian.com/jira-cloud-administration/docs/assign-users-to-groups-project-roles-and-applications/) for your permission schemes. [Manage users, groups, permissions, and roles in Jira Cloud](https://support.atlassian.com/jira-cloud-administration/docs/manage-users-groups-permissions-and-roles-in-jira-cloud/) provides good documentation for configuring your specific Jira permission scheme.

For the "Scrum Master" role, you may want to include the following Jira Permissions in your permission scheme:

* Project Permissions: Browse Projects, Manage sprints
* Issue Permissions: Assignable, Assign Issues, Close Issues, Create Issues, Edit Issues, Link Issues, Move Issues, Resolve issues, Schedule Issues, Transition Issues

comments: author: James Bueno
body: Thanks [@Paula Hidalgo](/t5/user/viewprofilepage/user-id/3506387) , I will have a read and reply back with questions if needed.


author: Peter Jessen
body: Hi [@James Bueno](/t5/user/viewprofilepage/user-id/4615441) ,

**Jira:** I can't speak to the Jira side of the house. To my knowledge Jira Cloud has user role, admin role, project admin, and maybe a few others. They are not agile aligned roles to my knowledge.

**Jira Align:** Align has system roles and team roles.

* Team roles are built-in and pre-defined to control what a user can do on a particular team they are assigned.
  * Here is the Align Help article on the built-in team-level roles: [10X: Assign Team Roles -- Jira Align](https://help.jiraalign.com/hc/en-us/articles/360011738413-10X-Assign-Team-Roles)
* System roles are custom configured per client implementation and control what menu items a user see in the left nav..
  * I do not recommend using the out of the box system roles.
  * Here is the Align Help article on the configuration of the OOTB system roles: [10X: Set System and Team Roles/Permissions -- Jira Align](https://help.jiraalign.com/hc/en-us/articles/115005996767)

Regards,  
Peter

comments: author: James Bueno
body: Thanks [@Peter Jessen](/t5/user/viewprofilepage/user-id/3033143), this helps a ton!


Tags: cloud
How can I include initiatives in the advanced roadmap? Currently it only allows grouping by projects
Asked by Sneha Kumari:

By default, the roadmap plan shows epics and stories. I was able to filter out sprints and group them by projects, however not by initiatives. Our team uses initiatives heavily and we need to show those for planning level view and management view.


Answers:
author: Jimi Wikman
body: I assume you have already created the Initiative issue type and set its hierarchy, so it is a parent to Epic?

The next step then is to configure the Advanced Roadmap plan to include Initiative. Then you can change the view in the tree by setting the first part of the hierarchy to initiative the last part as either story or subtask.

comments: author: Jimi Wikman
body: This might help?  
<https://www.youtube.com/watch?v=xJ-RmFwEVjM>


author: Neelam Manhas
body: [@Jimi Wikman](/t5/user/viewprofilepage/user-id/4169775) Hi, I am just learning to use the advanced planning in jira cloud, is there anyway to setup the plan to only show all epics/user stories under one initiative? so i have say several initiatives and i just want a report on one, and yes the several epics would be linked to the one initiative.

I do not see a way to base a plan on a query.

The only way i see to do this is to setup a board based on a query and then use it when creating a plan, would that be correct?

Or create a plan with all initiatives and then remove everything i don't want and save the view but that could be time consuming and change a lot every time I add anything new to the project.


author: KMichelotti
body: [@Neelam Manhas](/t5/user/viewprofilepage/user-id/4991711) - did you ever figure out how to only show one Initiative on your Advanced Road Map?


author: Neelam Manhas
body: yes, you can base the plan on a project, boards(s), or filter, so i had to base it on the one initiative using one of those methods and create the query based on the initiative.


author: KMichelotti
body: Thank you so much!


Tags: advanced-roadmaps
Can I have more than one roadmaps for the same project based on the same board?
Asked by Rakesh Kala:

A board "default_board" is already created and a plan / roadmap "Default_plan" is based upon the same board "default_board". It has stories planned on it.

Can I create another plan /roadmap based on the same "default_board" and use the same stories and can line them up for different dates. Does this activity will overwrite the stories on the board with respect to the timelines.

I believe the plan is just a view and adding up stories, tasks and filling up the details won't affect the board contents. Please correct me if I have a wrong understanding.


Answers:
author: Joseph Chung Yin
body: [@Rakesh Kala](/t5/user/viewprofilepage/user-id/1427973) -

Instead of creating another plan using the same source content, you should use scenairo concept of AR for Jira plan - <https://confluence.atlassian.com/advancedroadmapscloud/using-scenarios-998651186.html>. It will give you/your team a way to create different "What if" planning.

Lastly, **as long as you don't commit the changes in the plan back to your Jira project**, then it will not affect the source content.

Hope this helps.

Best, Joseph Chung Yin

Jira/JSM Functional Lead, Global Infrastructure Applications Team

Viasat Inc.


Tags: advanced-roadmaps