youngmon/atlassian-qna huggingface dataset:
Want to add/remove users from team on jira align using API
Asked by Mohamed Musheer:

Want to know the API for users to add team and remove users from team in jira align.


Answers:
author: Rodrigo Cortez
body: Hi [@Mohamed Musheer](/t5/user/viewprofilepage/user-id/4326045) !

Assuming you have a valid API 2.0 token, and corresponding grants in UI to perform this operation....

To **add** a user to a team, by using Jira Align API 2.0, make the following call:

```
PATCH https://instance.jiraalign.com/rest/align/api/2/Users/<id>
```

Where *\<id\>* is the **userId** of your user.

As request body, use the following JSON:

```
[
  {
    "op": "add",
    "path": "/teams/0",
    "value": {
      "teamId": 1385,
      "roleId": 6
    }
  }
]
```

Notice **teamId** and **roleId** are mandatory fields. Each team has its own set of valid roles. Check your team type and corresponding valid values before issuing this call.

The property **path** is also important. As **path** is an array, you must clearly declare which position (index) you're filling. So if the user doesn't belong yet to any team, then you must use position (index) 0 (as in the example). If the user already belongs to, let's say, only one team, then you must use position (index) 1 (the second position, as they start counting from zero) and so on.

**Removing** a team assignment, in turn, is a simpler operation.

Just make the following call:

```
PATCH https://instance.jiraalign.com/rest/align/api/2/Users/<id>
```

Where *\<id\>* is the **userId** of your user.

As request body, use the following JSON:

```
[
  {
    "op": "remove", 
    "path": "/teams/0"
  }
]
```

The property **path** determines which team assignment (index) you want to remove.


author: Rich Sparks
body: In addition to [@Rodrigo Cortez](/t5/user/viewprofilepage/user-id/3219679) 's answer about the specifics, I assume you've read this already and looked at the specific documentation that's available in your Jira Align instance:

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


author: Heidi Hendry
body: This also works without roleId if you want the user to have the default Team Role for the Team.  

```
{
"op":"add",
"path":"/teams/-",
"value":{
"teamId":1385
}
```


author: Heidi Hendry
body: If you ended up here and want to know more about the **roleId** :  
[What are the role IDs for different team types when adding users to Teams using APIs?](https://community.atlassian.com/t5/Jira-Align-questions/What-are-the-role-IDs-for-different-team-types-when-adding-users/qaq-p/2088745?utm_source=atlcomm&utm_medium=email&utm_campaign=immediate_general_question&utm_content=topic#U2088837)

comments: author: Dan Tombs
body: Hey [@Heidi Hendry](/t5/user/viewprofilepage/user-id/4310371)

This is really useful. This is definitely something I was getting a little lost on.

Dan


Tags: cloud
Team Roles
Asked by Vera du Preez:

Are team roles configurable in JA. Can I add additional roles to the system defaults?


Answers:
author: Sam Tsubota
body: [@Vera du Preez](/t5/user/viewprofilepage/user-id/4078108) - Team roles are not configurable and you cannot create additional team roles to assign users on the Team Members tab of Teams in Jira Align. You can add new System roles in Jira Align.


author: Connie Crabbe
body: Here's an article on Roles in Jira Align. If you have the correct permissions you can add additional roles in Jira Align: [10X: Add System Roles -- Jira Align](https://help.jiraalign.com/hc/en-us/articles/115000354233-10X-Add-System-Roles) and you can also change what the system roles can/cannot do.
E-mail log status error
Asked by Vando Goncalves (e-Core):

Hey guys, how are you all doing?

I'm setting up a workflow for e-mail notifications, for when dependencies are created.

Still doing that in our test instance.

I was able to chose one of the team roles to receive the email notification, and looking at the email logs, the message is there, but, in it's status, says **"error: 5 "**

Any idea on what this error message means?

Anywhere where I could find a list of those errors?

Thanks!


Answers:
author: Tom O'Connor
body: [@Vando Goncalves (e-Core)](/t5/user/viewprofilepage/user-id/2252631)

I don't have the answer and could not find anything documented yet. I've reached out internally to our Jira Align team to see if they are documented anywhere.

comments: author: Vando Goncalves (e-Core)
body: Thanks a lot for your reply [@Tom O_Connor](/t5/user/viewprofilepage/user-id/3078478) !

Talking with support team, I was able to find out that test instance just sends the invitation e-mails. So, this was the reason why the notification was not being sent.


author: Tom O'Connor
body: Good news that you got this resolved. Sorry for any delays and FYI...

Status of 5 is the email was \*not\* successfully sent. 0 (zero) is waiting to send and 1 (one) is successfully sent


Tags: cloud
Migrate Project data from JIRA Align to JIRA software
Asked by parul sah:

My project is using JIRA Align and are moving towards JIRA now. Is there a way we can migrate our old data (user stories, program boards) from JIRA Align to JIRA?


Answers:
author: Tina Behers
body: [@KAGITHALA BABU ANVESH](/t5/user/viewprofilepage/user-id/4194998)

You' have 3 options to get your data from Jira Align to Jira:

1) Set up the integration as [@Richard Wilson _Jarow Digital_](/t5/user/viewprofilepage/user-id/3543445) described above, write a JQL for each Project/board that you've added - to keep the batches small so as to NOT choke out your Jira instance's connectivity \& usability

2) Use Jira Align's API to 'port' the data from Jira Align to Jira

3) Use the native Export function in Jira Align to export all work objects from Jira Align and use the import function in Jira to import them there.

Notes:

Option 1 - may be3 limited based on the users ability to write the proper JQL and the status/state of work objects in Jira Align.

Option 2 - may be limited based on the configuration in Jira. I.e. custom fields, project structures, boards, etc.

Option 3 - Will be limited by the "normal" Microsoft Excel and Jira limitations i.e. don't import more than 1000 records at a time (that's a gross overstatement IMHO) and 2 any fields with date greater than the Microsoft excel cell limit (32,767) - also a gross overstatement IMHO

Pick your poison, based on your needs, Jira set up, JQL experience and API creation knowledge within your company.


author: Richard Wilson _Jarow Digital_
body: To migrate data from Jira Align to Jira. You will need your Jira Boards connected to Jira Align and Synchronising. So sprints placeholders created, A sprint started so you will also need to have a test story.

<br />

From Jira Align you will need to make sure that you specify the Jira Project and Click Save

After a few minutes (synchronisation batch timers), you will have a Jira ID and you will then see the Jira Align work item in your Jira Board. This will need to be done for each Jira Align Feature (Jira Epic) and Story.

Under the Administration \| Details Page you can make this mandatory.

<br />

Hopes this helps.

comments: author: parul sah
body: Thanks Richard. Do you have any link with detailed steps that I can follow?


author: Connie Crabbe
body: <https://help.jiraalign.com/hc/en-us/articles/360003340214-10X-Jira-Migration-and-Jira-Align-Integration-Support>


author: Connie Crabbe
body: Jira Align and Jira integrations can be found on the [Integrations](https://help.jiraalign.com/hc/en-us/categories/115000224313-Integrations) page along with a lot of other useful information.


author: KAGITHALA BABU ANVESH
body: I found Jira to Jira align, But unable to get articles or information about from Jira Align to Jira,

May be Atlassian Support can help you.

Any ticket raised ?

Thanks,

Anvesh

comments: author: parul sah
body: No, I cant find any relevant category in Atlassian Support under which to raise a ticket for this query.


Tags: cloud
What is the benefit of creating a Time Project with type "Epic" vs "Stand-alone" ?
Asked by ja185115:

With the enhancements made back in v10.76, why would I want to create a Time Project of type "Epic" vs "Stand-alone"?

Our wanting to tie their EPICs to Time Reporting and we need to understand the benefits of doing this? Is there anything we should look out for when creating a Time Project of type "Epic"?

Thanks,

John A.


Answers:
author: Tina Behers
body: [@ja185115](/t5/user/viewprofilepage/user-id/4299536)

To my mind there are two key differences.

1)Size

- a "Stand-Alone" is at the feature level - small work, able to be completed within a typical PI

- an Epic is a larger group of work, that will span more than one typical PI.

If this business rule is not in place, one should consider something similar to help avoid confusion to the users and stakeholders.

2) Intent

While both are able to have financials and financials budgets the largest difference is, you are unable to associate Jira Align time tracking to a "stand-alone" feature. OFC - this statement assume I did not miss an update in release notes :)


author: Tom O'Connor
body: [@ja185115](/t5/user/viewprofilepage/user-id/4299536)

This was specific to updates with our time tracking functionality in Jira Align. Are. you using time tracking?

The key aspect was a customer request to tie time entry to financials via the Epics. Epics in Jira Align can have budgets and financials. The details were documented here: <https://help.jiraalign.com/hc/en-us/articles/360051667713-Upcoming-Enhancements-to-Jira-Align-Time-Tracking#h_01ECXA90B8QGYPSXF8A8Q37DYE>

This also provides the ability to track time (time tracking) and work (stories to features to epics) via the Epic.

Does this help?
Does JET work with Mac or still limited to Windows?
Asked by Vera du Preez:

Does JET work with Mac or still limited to Windows?


Answers:
author: Mark Cruth
body: Hi [@Vera du Preez](/t5/user/viewprofilepage/user-id/4078108) !

The Jet tool has actually been migrated to the Atlassian marketplace as an add-on to Jira. Here's the link:

[https://marketplace.atlassian.com/apps/1221602/jet-by-jira-align?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1221602/jet-by-jira-align?hosting=cloud&tab=overview)

Hope that helps!

Mark

comments: author: Vera du Preez
body: Yep - thanks for your response
Capability Acceptance Criteria as Business Requirements?
Asked by David Smith:

Is anyone using Capability Acceptance Criteria for Business Requirements in Jira Align? Capability Acceptance Criteria doesn't seem to have any relationship to Features, so I'm curious what others do to capture Business Requirements and gain traceability.


Answers:
author: David Smith
body: Business Requirements as User Stories with AC's seem like the perfect choice for creating a Feature. What do others do to create their JA Features?
Can i get some sources to learn jira align
Asked by Priyanka K:

I would like to learn Jira Align.. looking for some sources to learn it..

Either video sources or document sources are fine. Its good if it contain detailed information about align from the scratch


Answers:
author: Rodrigo Cortez
body: Hi [@Priyanka K](/t5/user/viewprofilepage/user-id/3871112) !

Check out this article on a training announcement: [Get Started with Jira Align Training](https://community.atlassian.com/t5/Training-Certification-articles/Get-Started-with-Jira-Align-Training/ba-p/1444744 "Get Started with Jira Align Training")   

You can also start with [Jira Align Overview](https://help.jiraalign.com/hc/en-us/articles/360056562151-Jira-Align-Overview "Jira Align Overview") video in the [Jira Align Help Center](https://help.jiraalign.com/hc/en-us "Jira Align Help Center") portal.
Are actions on a custom Kanban Board such as Blocked and Ready to Move captured in the Audit Log?
Asked by Kelley Cooper:

The Audit Log for a work item captures State changes for items on a custom Kanban Board (great) but I don't see where it captures the item being set to Blocked/Un-blocked, Ready to Move/Un-mark Ready to Move, etc. This means there's no way to determine how many days an item has been Blocked or Ready to Move - only how many days it's been in the current column.

Is it possible Kanban Board actions captured in the Audit Log are configurable and are just turned off in my instance?


Answers:
author: Roman Petrunyak
body: Hello Kelley,

No, this is not captured in the work items Audit log. Basically, cards on the Kanban Board and the actual work item are not quite equal entities. And when you are blocking the card on the Kanban Board, you are blocking only the card, not the work item it is linked to.

The good news is that we are capturing this but in the Cards Audit log.

comments: author: Roman Petrunyak
body: And here is an example:

![Untitled.png](https://community.atlassian.com/t5/image/serverpage/image-id/134659i90E4C8AA0AF8FA0F/image-size/large?v=v2&px=999 "Untitled.png")


author: Kelley Cooper
body: Thank you so much [@Roman Petrunyak](/t5/user/viewprofilepage/user-id/3594809) for taking the time to answer and provide the screen shot!


author: Roman Petrunyak
body: You are welcome!

Regards,

Roman


Tags: kanban
How to enable depdendencies view in roadmaps for Jira Jira v8.5.3
Asked by Chakshu Arora:

How to enable depdendencies view in roadmaps for Jira Jira v8.5.3

In today's impleementation, we dont see the dependencies report.


Answers:
author: Fabio Racobaldo _Herzum_
body: Hi [@Chakshu Arora](/t5/user/viewprofilepage/user-id/1102039) ,

did u try the following approach?

Configure Dependencies in Jira for Advanced Roadmaps {#toc-hId--1183671567}
---------------------------------------------------------------------------

By default, dependencies in Advanced Roadmaps use the **Blocks** issue link type. In order to use custom issue links in your Advanced Roadmaps plan, they must be created and defined in Jira, then added to Advanced Roadmaps.

This is a two step process:

### 1. Configure your issue link in Jira Software {#toc-hId--493110093}

1. Navigate to the Jira Software admin panel using the ![](https://confluence.atlassian.com/jirasoftwareserver/files/951394823/951394824/1/1527598725017/cog_icon.png) icon in the upper right and select **Issues**.
2. In the left hand sidebar, select **Issue linking** under **Issue features**.
3. Make sure that Issue linking is set to **ON** . If it's not, select **Activate** to enable it.
4. Once activated, you can edit the **Name** , **Outward description** , and **Inward description** of an existing issue link by selecting **Edit** from the right column. Use **Update** to save your changes.
5. To add a new link, define the name of your new issue link and the descriptions using the fields under the **Add New Link Type** header. Use **Add** to save it.

### 2. Apply that configuration to Advanced Roadmaps {#toc-hId-1994402740}

1. Navigate to the Jira Software admin panel using the ![](https://confluence.atlassian.com/jirasoftwareserver/files/951394823/951394824/1/1527598725017/cog_icon.png) icon in the upper right and select **Manage apps**.
2. Go to Advanced Roadmaps **dependencies** . Add an issue linking type using the dropdown menu, or remove it with the **x** that appears in the box. Use **Swap** on the right side to invert the dependent relationship.
3. Select **Save changes**.

These changes will apply to dependencies in all plans in your instance.

You also have the option of deciding whether Advanced Roadmaps uses concurrent or sequential dependencies. To read more about what these mean, see the [Use sequential or concurrent dependencies in your plan](https://confluence.atlassian.com/jirasoftwareserver/configure-your-advanced-roadmaps-plan-settings-1044784158.html) page.

To change between sequential and concurrent dependencies:

1. From the **Roadmap** view, navigate to settings using the next to your plan name \> **Configure**.
2. Under **Dependencies**, select either sequential and concurrent dependencies.

Once configured, learn [how to use dependencies in your plan](https://confluence.atlassian.com/jirasoftwareserver/dependencies-in-advanced-roadmaps-1044784190.html).


Tags: advanced-roadmaps
Issues from the project are not displayed
Asked by tech@mintaka.solutions:

When trying to create a new Plan from a project, the plan does not see any issues in the project. Issues of different types, different priorities. An attempt to create a plan on the filter of this project or on the board is also unsuccessful. Help me understand what could be the reason?

![Screenshot 2022-02-09 at 12.05.53.png](/t5/image/serverpage/image-id/182743iF3EB44BCCDDF63D8/image-size/large?v=v2&px=999 "Screenshot 2022-02-09 at 12.05.53.png")


Answers:
author: AMIT GULATI
body: Did you try a different project or board? Just wondering if has to do with access to project.


Tags: advanced-roadmaps

data-center

jira-software

jira-software-server
Question about how Jira Advanced Roadmaps estimates start and end dates
Asked by aw:

Hello! I am using Jira Advanced Roadmaps and have run into an issue. Before I jump into a description of the problem, let me lay out my project settings:

* Using Jira Advanced Roadmaps
* Jira v8.20.1
* Roadmaps pulls in tickets from a filter. The filter curates a collection of \~30 epics.
* Team settings: Kanban, 12 people, 240 hours per iteration. All epics in this plan are assigned to this team.
* Hierarchy: Epic to Epic
* Each epic has an "Estimates (d)" field filled out. My understanding is that this estimate is in days.

Each epic has an empty "Start date" and "End date" field. My goal is to have the auto scheduler populate these fields according to dependencies, team capacity, and estimations.

![Screen Shot 2022-02-10 at 4.40.31 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/182894i7F9610241AE6862F/image-size/large?v=v2&px=999 "Screen Shot 2022-02-10 at 4.40.31 PM.png")

This is a test run of the scheduler. I expect the amount of time assigned to a task (circled in blue) to exactly match the estimate in days (circled in blue). What do I need to do to achieve this?

Thanks for your help.


Answers:
author: Jihadul Islam
body: 1. Team capacity- hours per week divided into all tasks at hand divided by members in Team/ per assignee
2. Estimates- Takes days into hours and divides by team capacity- Calculates 8hr(or as set) workdays plus weekends and puts on roadmap as Calender days total time
   1. IF team(one member) capacity per week = 20 hours, estimate 3days=24 hours -\> 1 week(20hrs) 1 day plus 2days weekend = schedule 8 calendar days on roadmap
      1. Or if the team is selected as sprint based then it will schedule 2 sprints(2weeks for weekly sprints) so 14 Cdays on roadmap added
3. Minus Time logged

comments: author: aw
body: Thanks for your detailed response! The information you provided is immensely helpful. I have a few follow up questions.

1. For step 1, is the order of operations: ((Hours per week / num tasks) / members in team)? I must be misunderstanding because this equation means each member is working a little bit on each task.
2. Is this information you've ascertained by using Roadmaps? Or is this documented anywhere?


author: Jihadul Islam
body: 1. Yes, so if have 20 hors in the team setting and two members means it will divide 20 hours between two members- hence schedule more days on the plan

2. by using and trail/error :D had to come up with the formula for management :)


author: aw
body: Thank you! And kudos to you for reversing the formula. I admire your perseverance.

And for posterity: I ended up switching to Omniplan 3. Omniplan directly uses inputted time estimates as scheduled time for task.


Tags: advanced-roadmaps

server
Bug in Status breakdown is filtered
Asked by Hof, Sebastian:

If applying a filter the status breakdown indicator shows a wrong status progress:

Unfiltered view: ![GetImage (1).png](/t5/image/serverpage/image-id/182501i1A23DAED4BF844C0/image-size/large?v=v2&px=999 "GetImage (1).png")

Filtered view:

![GetImage.png](/t5/image/serverpage/image-id/182500i9D59E01243F66A95/image-size/large?v=v2&px=999 "GetImage.png")


Answers:
author: Adam Rivera
body: I came across this query while trying to solve a similar issue for my project.  

I believe the reason you're seeing this is because you have filtered specifically for the number 266. The filter may exclude any issues within the epic that don't have "266". The view above shows the bar in yellow, which matches the "in progress" status for EVA-266.  

I would recommend to check the status breakdown to see if you have more than 1 issue in the status breakdown.


Tags: advanced-roadmaps
Export roadmaps to Excel using Jira Cloud for Excel
Asked by Ren? Sejberg:

Hi  

How can export the Advanced Plan using Jira Cloud for Excel. I know the name of the specific plan but I can not identify the datafield to be used for the JBL query.


Answers:
author: Levente Szabo _Midori_
body: [@Ren? Sejberg](/t5/user/viewprofilepage/user-id/4745857)

If you are open to a more sophisticated Jira Excel exporter option, (a native Jira Cloud app instead of an Excel add-in) take a look into how you can export Advanced Roadmaps managed data into Excel with [Better Excel Exporter](https://marketplace.atlassian.com/apps/1212652/better-excel-exporter-for-jira?hosting=cloud&tab=overview&utm_source=cac&utm_medium=cac-comment-1940209&utm_campaign=gh).

You can find the [details of the integration here in the Documentation](https://www.midori-global.com/products/better-excel-exporter-for-jira/cloud/documentation/integrations/portfolio-for-jira?utm_source=cac&utm_medium=cac-comment-1940209&utm_campaign=gh) and here are some of the [export samples](https://www.midori-global.com/products/better-excel-exporter-for-jira/cloud/export-samples/advanced-roadmaps-for-jira-excel-reports?utm_source=cac&utm_medium=cac-comment-1940209&utm_campaign=gh) to give an idea of what's possible:

![jira-portfolio-export.png](https://community.atlassian.com/t5/image/serverpage/image-id/182802i510E60BB59A6E7C5/image-size/large?v=v2&px=999 "jira-portfolio-export.png")

![jira-portfolio-report.png](https://community.atlassian.com/t5/image/serverpage/image-id/182803i2BFA8F91FC51D362/image-size/large?v=v2&px=999 "jira-portfolio-report.png")

*(Please note that Better Excel Exporter is a paid and supported app and I'm part of the team developing it.)*

comments: author: Ren? Sejberg
body: [@Levente Szabo _Midori_](/t5/user/viewprofilepage/user-id/570444) Thanks. Guess the features are there but for now I would need a free add in or similar solution


author: Pramodh M
body: Hi [@Ren? Sejberg](/t5/user/viewprofilepage/user-id/4745857)

Welcome to the community ?

Here's a guide on how to export data

<https://confluence.atlassian.com/advancedroadmapscloud/sharing-roadmaps-998651329.html>

Thanks,

Pramodh

comments: author: Ren? Sejberg
body: Thanks - Yes I know this - but the Tool I must use is Jira Cloud for Excel to get a automatic update of data. Using the Export to CSV will limit the level of Automation  


Tags: advanced-roadmaps

export

jira-cloud

ms-excel