youngmon/atlassian-qna huggingface dataset:
Status Report
Asked by Kurt Van de Vel:

Goodafternoon,

I'm looking for a simple, bog standard report in Jira Align to show the status for the Align Features parked under a specific Align EPIC. we're heading into a new fiscal year and our FY24 Align EPIC is going to be closed. I can pull all Align features parked under that Align EPIC. I'd like to see the state of those features. (Basically anything that's not done, requires attention). I added a screenshot below where i can see all features but the state is not as expected.

Most features are "DONE" however that report state says something else.

So in summary i'm looking for a simple report that returns Align Features and they're actual state.

TIA

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/334268iFC90D97A0EEFFD74/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Edvaldo Lima
body: Hello [@Kurt Van de Vel](/t5/user/viewprofilepage/user-id/1158987)

I believe the following report can help.

* [Status report](https://help.jiraalign.com/hc/en-us/articles/115004889728-Status-report-epic-stand-alone-feature)

You can check the Epics and drill down to check the linked Features and their statuses.

comments: author: Kurt Van de Vel
body: Thanks Edvaldo. Is there any way this can be extracted? (xls eg)

That status report requires you to go into each of Features individually.


author: Edvaldo Lima
body: Hi [@Kurt Van de Vel](/t5/user/viewprofilepage/user-id/1158987)

At this moment exporting the Status Report data to e.g. xls or csv is not an available feature in Jira Align, however, if you believe this is a must-have, I'd encourage you to raise a Product suggestion ticket using the following link:

* <https://support.atlassian.com/contact/#/>

If you have any difficulties raising the Suggestion ticket, feel free to raise a support ticket to Jira Align, and we'll help you with that!  

Thanks!
Copy data from Production to test environment
Asked by Morten Christophersen:

Hi, We just updated out jira test server and copied over the data from prod to test. New I need to get the same thing done at our jira align instance. How do one get that done? That is to copy the data from our prod instance to our test instance.


Answers:
author: Edvaldo Lima
body: Hi [@Morten Christophersen](/t5/user/viewprofilepage/user-id/5301751)

You can use the link below to request a Jira Align data refresh.

* <https://support.atlassian.com/contact/#/>
Need a list of Fields that sync from Jira to Jira align
Asked by Bhanu Prakash:

For Onboarding new Program's i would like to present which fields can be synchronized from Jira to Jira Align.

Although i have an idea what all can be synchronized and where to search for it, I am searching for an extensive list of fields at least at Feature level (or) Story level for starters.

Can anyone help ?


Answers:
author: Steve Sauser
body: [@Bhanu Prakash](/t5/user/viewprofilepage/user-id/5298405) Thanks for your question, below I have provided links to existing documentation which will provide you the details of what is synced currently.

Additionally, I provided additional links which expresses the ability to map Custom Fields (from the UI) for the Feature Work Item.

[Jira data synchronization](https://help.jiraalign.com/hc/en-us/articles/115000088393-Jira-data-synchronization)

[Configure default and custom fields](https://help.jiraalign.com/hc/en-us/articles/360041832653-Configure-default-and-custom-fields)

[Configure field management settings](https://help.jiraalign.com/hc/en-us/articles/115000088453-Jira-integration-setup#h_27e03ed1-fdbe-4c10-8b2e-93d953568fd0)

Please let me know if this does not cover the questions you have.

Thanks again!


Tags: jira-setup

jiraalign

synch
Risk ROAM Reporting at Enteprise/Portfolio level
Asked by Nicolae Victor Rusu:

Hi team,  

Is it possible to pull a Risk ROAM Report at Enterprise or Portfolio Level ? I am aware this can be done at Program Level however not sure if this capability exists in Jira Align   

Many thanks in advance


Answers:
author: Steve Sauser
body: [@Nicolae Victor Rusu](/t5/user/viewprofilepage/user-id/5397058) Thank you for your question Nicolae.

Risks are always attached to a Program (even if the work item is a Capability, Epics, Theme, or PI). As such they pivot around the Program level as a view.

Even if I refer back to Old Navigation for the Risk/Roam Report you will find that selecting the R/R Report you will see that even with a Portfolio level (selecting a Portfolio and QI in the Tier 1 (top bar) that the Risk Roam Report will require one to choose a single Program and a single Planning Interval.

Old Nav:

![2024-06-25_07-07-37.png](https://community.atlassian.com/t5/image/serverpage/image-id/331643i823ABB41A2A7A896/image-size/large?v=v2&px=999 "2024-06-25_07-07-37.png")![2024-06-25_07-06-34.png](https://community.atlassian.com/t5/image/serverpage/image-id/331644i0704E332C851CA32/image-size/large?v=v2&px=999 "2024-06-25_07-06-34.png")![2024-06-25_07-08-10.png](https://community.atlassian.com/t5/image/serverpage/image-id/331645iC8AF6FEB72925CB3/image-size/large?v=v2&px=999 "2024-06-25_07-08-10.png")

I believe the logic of this change is to reduce the additional clicks that would be required on the individual page once loaded. In New Nav you would have chosen a Portfolio and then have to make additional clicks to pick the Program, rather than just going to the Program and selecting the Risk/Roam Report.

As a note, the Risk/Roam was not available in Old Nav at the Enterprise Level and it is also not available in the New Nav.

If you would like to submit a suggestion to Product to request that Risk/Roam be made available at the Portfolio Level, please place a request through Support and they will be able to create a suggestion.

Please let me know if you have additional questions.
API access to Portfolio Epic Status Report Notes
Asked by Ross Beehler:

Is there API access to the Notes on a Portfolio Epic's Status report? I see nothing in the OpenAPI specification at \`rest/align/api/docs/2/swagger.json\` to suggest this is available, but not sure if it's hidden in some sort of structure that isn't named related what you see in the UI. There is something that sounds close in \`/align/api/2/Epics/{epicId}/statuses\`, but it does not contain Notes from my testing.


Answers:
author: Benjamin
body: Hi [@Ross Beehler](/t5/user/viewprofilepage/user-id/4959736) ,

Doesn't seem like it's available at this time. There's a ticket raise for it.

<https://jira.atlassian.com/browse/JIRAALIGN-6000>


Tags: rest-api
State mapping error
Asked by Johnny Ringo:

When I click state mapping through settings/manage projects tab on any imported project I get the following error:

"none of your issue types' states sync bidirectionally for this connector. to map statuses from jira align to jira, allow a bidirectional sync on the jira setup tab"

I provides me with the option to go to Jira setup tab and I have confirmed all ALL issue types on this tab have bidirectional selected. I have also resynced the configuration multiple times with no change.

a previous member had this same issue and an atlassian employee provided a document on how to map statuses. That is not my issue, I have gone through all those steps and am still gettting this error. The error is showing even though I have set the option correctly in the Jira setup tab:


Answers:
author: Shane Gallen
body: Hi Johnny, Are you able to share a screen shot of the state mapping screen and the error?


author: Nicolas Grossi
body: [@Johnny Ringo](/t5/user/viewprofilepage/user-id/5524561) Welcome! This link should help solve your problem: <https://community.atlassian.com/t5/Jira-Align-discussions/none-of-your-issue-types-states-sync-bidirectionally-for-this/td-p/2617764>

HTH

Nicolas


Tags: cloud
11.0 API 2.0 Endpoints for new milestones
Asked by Heidi Hendry:

Hi Jira Align team,

In your latest [Release Notes 11.0](https://help.jiraalign.com/hc/en-us/articles/27652957727252-Release-notes-for-11-0-X)you mention

> **API 2.0: Endpoints available for new milestones**
>
> We've added API endpoints for milestones created in the [new milestones tab](https://help.jiraalign.com/hc/en-us/articles/26705497121428-Release-notes-for-10-133-X) inside of details panels for themes, epics, capabilities, and features.
>
Do you have some more details available yet about these Endpoints? As the Endpoint called "Milestones" appears to pull the Objective objects.


Answers:
author: Kirill Duplyakin
body: Hey Heidi!

Since the new milestones are attached to the work items (Themes, Epics, Capabilities), the way to access them is through the work item API, for example:

```
/rest/align/api/2/Epics/<EpicID>/milestones
```

You should be able to see more on the Swagger page by navigating to */rest/align/api/docs/index.html* page on your Jira Align site.

Hope this helps!
Seeking Certified Trainer
Asked by Ayman Wafa:

We are in search of professional and certified trainers to deliver the following course, with a preference for candidates located in the UAE:

? JIRA Admin training course ? Date: 12-13 August 2024

Please mention the course title in the subject line.

Thank you!


Answers:
author: Michael Eicks [catworkx]
body: catworkx is one of the first official training partners from Atlassian. We can deliver the whole training program of the Atlassian University. All our instructors are authorized by Atlassian.

Relevant for administrators are the Atlassian trainings:

* Jira Administration Part 1
* Jira Administration Part 2

Both are available as Cloud and DC version. "Atlassian Cloud Organization Administration" probable is relevant if you are using Jira Cloud.

For more details, leave a message at trainings@catworkx.com.


author: Jason
body: Valiantys provides public and private Jira bootcamps and training for many other Atlassian products that could be tailored to your needs. <https://valiantys.com/en/resources/training-events/>


author: Theresa McFarlane
body: <https://www.praecipio.com/solutions/atlassian/jira-align>


Tags: jira

jira-core

training-and-certification
How to disable Product field on Feature?
Asked by Stephanie Davis:

I thought the Product field appeared in the Details Panels Settings for the Feature at one point but I'm not seeing it there now. We've got that field set as Required and are trying to make it Optional or even remove it from the Feature. We use Products for Ideation, so we don't want to disable Products entirely.


Answers:
author: Rae Gibbs
body: [@Stephanie Davis](/t5/user/viewprofilepage/user-id/5152002) The display of the Product field on the Feature Details Panel is controlled in the Platform Settings in the Admin console. This can be turned on/off by portfolio. When turned on, it is a required field. There is no way to make it not required.

![Screenshot 2024-06-11 at 10.18.42?AM.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/329184iF0C1CA57177FEC67/image-size/large?v=v2&px=999 "Screenshot 2024-06-11 at 10.18.42?AM.jpg")You can always add an option like "None" or Not applicable" that can be selected from the dropdown if there is no need to select a product on a given feature.

![Screenshot 2024-06-11 at 10.27.00?AM.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/329185i23966E217C854E41/image-size/large?v=v2&px=999 "Screenshot 2024-06-11 at 10.27.00?AM.jpg")


author: Ahmet Kilic _catworkx
body: Hey Stephanie,

details panel in Jira Align would not help you to configure product field.

Regarding the connection of the product to feature, you can specify the portfolio where you want to use it.

In addition there is also available to disable product for teams, fyi.

See more details in the article below:

<https://confluence.atlassian.com/jakb/how-to-connect-a-feature-to-a-product-jira-align-1333332847.html>

I hope, this helps.

Warm regards,

Ahmet Kilic

Enterprise Agility Consultant at catworkx
How do I duplicate a Plan/Advanced Roadmap?
Asked by Kempf_ Annie _Landskrona_:

I would like to be able to create a Plan/Advanced Roadmap which I can use as a template for many projects. I saw that this feature is supposed to be added since April 2023 as mentioned on this link:

[Copy any plan in Jira Software Advanced Roadmaps (atlassian.com)](https://community.atlassian.com/t5/Jira-articles/Don-t-recreate-your-plan-duplicate-it/ba-p/2315074)

However, the layout in my Jira does not look the same as on the pictures on the link, and there is no button to duplicate for me. This is what it looks like for me:

![jiraplan.png](https://community.atlassian.com/t5/image/serverpage/image-id/340712i2849E56EB9E12C93/image-size/large?v=v2&px=999 "jiraplan.png")


Answers:
author: Kishan Sharma
body: Hi [@Kempf_ Annie _Landskrona_](/t5/user/viewprofilepage/user-id/5563769)

Welcome to the Atlassian Community!

Looks like duplicating plans functionality is currently available on Atlassian Cloud and **NOT** on Data Center. As per your screenshot, you are using a Data Center version and good news is that there's already a feature request raised for this - [Release the "duplicate plan" feature for Jira Data Center](https://jira.atlassian.com/browse/JSWSERVER-25193) , I would suggest you to vote on this request and watch it for further updates.


Tags: advanced-roadmaps

duplicate

plans

portfolio-for-jira-unknown-hosting-type

roadmap

unknown-hosting-type
EPIC issue time estimation: Gets not calculated in programm board
Asked by Alex:

Hello,

**We need Epics to calculate the remaining time!**

We encounter the message: "This issue has been estimated, but isn't included in capacity calculations."

The time already spent on a task in the Kanban board does not get subtracted from the time quota of the Epic. We couldn't figure out why, despite looking into all possible settings.

Important maybe to mention: We don't use Sprints at all.

We are using the trial version of Jira for the first time and can't get it working properly.

Any help or guidance would be greatly appreciated.

Thank you!


Answers:
author: Marc - Devoteam
body: Hi [@cgi](/t5/user/viewprofilepage/user-id/5559168)

Given, as you said, that this question has been asked many times before, and has been answered many times before, have you reviewed the posts on the topic where answers have been provided and accepted?

The only "native" way to handle this is to create an Automation rule to do it. The question becomes which method you want to implement in the rule.

If you want the time to display in the "pretty" format (i.e. weeks, days, hours, minutes), there is no custom field available for displaying durations in that manner. In that case you have two choices for your Automation rule:

1. Have the rule log time against the epic each time that time is logged against the child issues.

2. Sum up the time in the child issues, either periodically or based on a work log related event in the child issues, then do the math in your rule to convert that to an appropriate weeks/days/hours/seconds display and put that value into a text field.

The challenge with the first option is that if a work log is changed or deleted at the child level, or a child issue is moved to another Epic, it becomes much more difficult to make the corresponding change in the Epic.

The challenge with the second option is working out the math to convert the value properly, taking into consideration working days of the week and working hours of the day.


Tags: calculations

capacity

cloud

epic

portfolio-for-jira-cloud
Does Auto scheduler in Jira work in Kanban boards in advance roadmaps
Asked by Shruti Rathore:

I am trying to setup a project in JIRA Kanban template.

In advance roadmaps, I added all the estimates for each tasks and mapped dependencies among the tasks.

When I put in the start date for the first task and click on autoschedule, it doesnt create a right timeline with correct estimates.

Even if the estimate put in is 5 days for a particular task, the timelines populates with different estimates. So the dates I get for project start date and end date are not correct.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/339412i24B04AA0A63E7D92/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Dave Mathijs
body: Hi [@Shruti Rathore](/t5/user/viewprofilepage/user-id/5558347) welcome to the Atlassian Community!

To auto-schedule issues in your plan:

1. By default, the Auto-scheduler schedules all of the estimated issues in your plan. If you want to schedule certain issues, select them using the checkboxes in the **Scope** section.

2. Navigate to **Auto-schedule** and configure the auto-schedule settings. [Learn about the Auto-scheduler configuration options](https://support.atlassian.com/jira-software-cloud/docs/configure-the-auto-scheduler-in-advanced-roadmaps/).

3. Select **Preview results** to see suggested changes, as shown above. The schedule bars of auto-scheduled issues and their corresponding issue details will be shown with purple stripes. Hover on a field to compare the current values against the suggested changes. The number of auto-scheduled issues will depend on the hierarchy levels you've chosen for the plan.

4. Select **Accept changes** to create your plan. The Auto-scheduler will not overwrite any issues that are in a sprint that's currently active.

5. Make your changes, then select **Review changes**.

Have a look at the following documentation page for more info: **[How does Auto-scheduler in my plan work?](https://support.atlassian.com/jira-software-cloud/docs/how-does-the-auto-scheduler-in-advanced-roadmaps-work/)**


Tags: advanced-roadmaps

auto-schedule

cloud

estimate

kanban

portfolio-for-jira-cloud
sugggestions for a large project
Asked by Manahil Fatemah:

I'm currently managing a large-scale project with multiple teams and numerous dependencies using Portfolio for Jira. I'm looking for advice on best practices for effectively managing these dependencies to ensure smooth project progress and timely delivery.

Specifically, I'm interested in:

1. Strategies for visualizing and tracking dependencies across teams.
2. Tips for identifying and resolving potential bottlenecks early.
3. Any useful add-ons or integrations that complement Portfolio for Jira in managing dependencies.

I would appreciate any insights, experiences, or resources that you can share. Thanks in advance for your help!


Answers:
author: Danut M _StonikByte_
body: Hi [@Manahil Fatemah](/t5/user/viewprofilepage/user-id/5478392),

For analytics, cross-project or multi-team burndown or velocity charts, multidimensional statistics, pivot tables and more, take a look over our [Great Gadgets](https://marketplace.atlassian.com/search?query=great%20gadgets%20agile%20stonikbyte) app as it could be of great help.

Have a look over these articles to make an idea:

* <https://community.atlassian.com/t5/App-Central/How-to-track-scaled-agile-SAFe-projects-in-Jira-with-Great/ba-p/1929694>
* <https://community.atlassian.com/t5/App-Central/Creating-a-cross-teams-release-burndown-chart-in-Jira-with-Great/ba-p/1803421>
* <https://community.atlassian.com/t5/App-Central/8-gadgets-for-a-powerful-Scrum-dashboard-in-Jira/ba-p/1683063>
* <https://community.atlassian.com/t5/Jira-articles/Building-a-powerful-Kanban-dashboard-in-Jira-with-Great-Gadgets/ba-p/1664331>

Hope this helps.

Danut.


Tags: data-center

portfolio-for-jira-data-center
can you tag multiple Excerpts on a Confluence page
Asked by PJB:

Using the Excerpt and the Excerpt Include macros in Confluence, is it possible to tag more than one excerpt (section) on a single page, and then include 2 or more experts into a the "Excerpt Included" page macro?

Thank you,

Phil


Answers:
author: Aron Gombas _Midori_
body: Not with the default macros, but there are several apps that offer "multi-excerpts".

This one is the most popular: [https://marketplace.atlassian.com/apps/169/multiexcerpt?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/169/multiexcerpt?hosting=cloud&tab=overview)

comments: author: PJB
body: Thank you for your Answer Aron.   

Do yo know if there Apps like the one you mention for the "Server" Version of Jira? we are not on the Jira Cloud.

Phil


author: Aron Gombas _Midori_
body: JIra Server??? You mean Confluence Server, right?

If so, then that particular app does support Server: [https://marketplace.atlassian.com/apps/169/multiexcerpt?hosting=server\&tab=overview](https://marketplace.atlassian.com/apps/169/multiexcerpt?hosting=server&tab=overview)


Tags: data-center
How can I update my issue due date to match the target end?
Asked by Taylor Douthitt:

Hi - It's very easy to move and manipulate the target end date in the Jira Plan. Sometimes due dates move, and therefore my target end date would move (I basically assign the same value for the two fields). I've been trying to make an automation rule to update the due date to equal the target end date when the target end date is updated. Not having any luck, is this a possibility?

I would also like the opposite to be true as well, if I update the Due Date, the target end date should update to the new Due Date value. I'd like to make this possible through the same rule.


Answers:
author: Jenn Sherman
body: Can you show your automation here? I've been able to do this type of automation.

comments: author: Taylor Douthitt
body: Having issues with uploading a picture, here's the explanation of my automation (please note I've only tried for when the target end date is changed, and not vice versa so far).

Trigger:

- Field Value Changed

- Fields to monitor for changes = Target end (Field)

- For: All issue operations

IF Advanced compare condition:

- First Value = {{issue.dueDate}}

- Condition = does not equal

- Second value = {{triggerIssue.Target End}}

Edit issue fields (Action):

- Due Date: ++**Copy End Date/Time**++ from Trigger issue

Where I underlined is where I think it might not be correct? The automation runs and it says "Issues edited successfully", but nothing happens. I also tried "End Time" and that didn't work either.


Tags: data-center

portfolio-for-jira-data-center
How to display multiple Team managed projects on a single board for prioritization
Asked by Adebowale Osho:

**Problem Statement:**

I have multiple team managed boards/ project on Jira which have different epics and stories, I want to import all of the issues from those projects to display on one single project/board where impact, prioritisation, effort needed can be shown.

**What I Have Done So Far:**

I have used product discovery template to import all of the issues from those different boards, but the issues are not imported correctly as they are not categorised by the different projects. Also, I mapped the descriptions and comments but do not see anywhere to map EPICs and stories making the interface really scattered.

I also tried to combine boards, but because the projects were created in team managed template, I can not combine them and I do not see where I can switch them to Company Managed template.


Answers:
author: urgent homeselling
body: To display multiple Team-managed projects on a single board for prioritization, use Jira's \*\*Advanced Roadmaps\*\* feature. Create a plan and add the projects you want to track. This allows you to view and prioritize tasks across all selected projects in a unified board. You can also use filters to customize the view and ensure it reflects the priorities and status of all your projects effectively.

comments: author: Adebowale Osho
body: Thank you for your feedback, I have tried searching for the advanced roadmap but I dont see it .![Screenshot 2024-07-22 at 2.42.43 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/337146i3068205821012D74/image-size/large?v=v2&px=999 "Screenshot 2024-07-22 at 2.42.43 PM.png")![Screenshot 2024-07-22 at 2.43.13 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/337145iEEB0BA3EFF7603B6/image-size/large?v=v2&px=999 "Screenshot 2024-07-22 at 2.43.13 PM.png")


author: Adebowale Osho
body: I think I have found it. hopefully gets to work


Tags: cloud

portfolio-for-jira-cloud