youngmon/atlassian-qna huggingface dataset:
Trying to find what Epics are not assigned to a PI in Enterprise Insights
Asked by Mark Dodrill:

I am using Azure Data Studio to talk to my Enterprise Insights instance. I am trying to write a SQL query that will find and return any Jira Align Epics that are NOT assigned to any Program Increment. Per the EI Schema version 10.115, there isn't a direct linkage between Epics and Program Increments. However, I see there is a MAP table from Epics to Program Increments, but I can't seem to get the SQL correct to find Epic IDs that are NOT in this mapping table.

I've tried several things similar to:

SELECT DISTINCT  
Epics.\[Epic ID\],  
Epics.\[Epic Name\]  
FROM  
\[current_dw\].\[Epic\] AS Epics  
RIGHT OUTER JOIN  
\[current_dw\].\[MAP Epic to Program Increment\] AS PIs ON Epics.\[Epic ID\] = PIs.\[FK Epic ID\]  
I've tried both LEFT OUTER JOINs and RIGHT OUTER JOINs, but I don't get the right data (either I get zero records or all of them, when I am expecting to get just one.  
Any thoughts here? It seems like I'm close, but not quite there.  
Thank you.


Answers:
author: Sam Tsubota
body: Hi [@Mark Dodrill](/t5/user/viewprofilepage/user-id/4794824) ,

You need to use the MAP to Epic to Program Increment table because Epics have a one to many relationship with Program Increments in order to determine the which Program Increments are assigned to an Epic. One of the things about the Enterprise Insights table is that there is a record in most tables with a 0 ID number that identifies if no corresponding record is assigned. For example, the 0 ID record in the current_dw.Program Increment table is has a PI Name = No Program Increment Assigned. In your query, you could have added a WHERE PIs.\[FK Program Increment ID\] = 0 to return all Epics not assigned to a PI. I suggest joining the MAP table using a LEFT OUTER JOIN instead of a RIGHT OUTER JOIN. I've modify your query and joined the Program Increment table to add more information to your query to illustrate what I explained.

```
SELECT DISTINCT

 E.[Epic ID]

 ,E.[Epic Name]

 ,M2PI.[FK Program Increment ID]

 ,PI.[PI Name]

FROM [current_dw].[Epic] AS E

LEFT OUTER JOIN [current_dw].[MAP Epic to Program Increment] AS M2PI ON E.[Epic ID] = M2PI.[FK Epic ID]

LEFT OUTER JOIN [current_dw].[Program Increment] AS PI ON PI.[Program Increment ID] = M2PI.[FK Program Increment ID]

WHERE PI.[PI Name] = 'No Program Increment Assigned'
```

comments: author: Mark Dodrill
body: Awesome, thanks so much! I appreciate your help on this.


Tags: epic

programme-increment
Baseline of the Program Board
Asked by Stephanie Davis:

Is there any way to baseline the Program Board so you can see what changed since the original plan was set at the beginning of the PI?


Answers:
author: Allan Maxwell
body: I think the best option is to use the History button at the top of the Program Board ...it will show you all the every instance that a Card was moved on the board. Filtering options are found under the "+" button.

In this example, Allan: Test Feature 2 started unassigned, then move to 2.3, then 2.4, then 2.5 and back to 2.3.

![Screenshot 2023-04-05 at 9.37.35 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/250042iD3292807BB2C5AEC/image-size/large?v=v2&px=999 "Screenshot 2023-04-05 at 9.37.35 AM.png")

comments: author: Alissa Quick
body: I've been watching this question because I'm dying for this functionality too! However, when I ran the report for 1/2/2023 - 4/5/2023, and I selected both Q1 and Q2, it says there's no history for my program. Do you know why that is?


author: Allan Maxwell
body: Have any of the Features been moved? You could check the Audit Log or work with the owner of one of the Features to move it from one Sprint to another and back.


author: Alissa Quick
body: Can you clarify what you mean by feature?

We use initiatives, deliverables or epics for our roadmaps. My use case is understanding how the roadmap we built effective 1/1/2023 changes over time (i.e., we were supposed to finish this deliverable in Q1 but it slipped into Q2, or we added new deliverables A, B, and C in March and they had never been in the plan for this year).


author: Allan Maxwell
body: Features are the parent work items for Stories.


author: Alissa Quick
body: Hmmm, I must not be using this feature concept. We only use initiatives, deliverables, epics or stories/tasks. Poor Stephanie, I'm totally hijacking her question!

I'm not sure if your answer helps her, but I'm still looking for a way to "baseline" my roadmap (initiative/deliverable/epic) on January 1 and report on the changes that occur throughout the year without having to remember this or record it manually. Is there another recommendation for this need?


author: Stephanie Davis
body: I believe this would be the Detached Instance feature on the Roadmap.


author: Alissa Quick
body: Stephanie, is there a way to use the detached instance to systematically call out roadmap differences between P1 and P2? I'm only seeing it as a way to generate a roadmap view from a specific point in time, but I'm not seeing how to produce a view that shows me the deltas between two instances.
Planning Capacity - Wrong FTEs?
Asked by James Durrant:

Hi, I am planning capacity in Align, but it appears that it is calculating the current FTEs incorrectly vs my team allocations.

On my team I have 4 developers and 1 tester which is equivalent to 5 FTEs set to 90/10 on Allocation and Defects, I also have 2 stakeholders who are greyed out with no allocation which by my calculation should show 4.5 FTE. Instead it shows 5.3 FTE?? Even it it were including the stakeholders it would equal 6.3 - what is going on?

JIRAs Guide says:

**Current FTEs:** The number of full-time equivalents (FTEs) available for the program or team. This is sourced from the number of team members and their allocation percentages, set on a team's Details panel. For example, if a team has two members, each with a 50% allocation, the team will show 1 FTE.

* Individual sprint allocations, set on a sprint's Details panel, do not affect this value.
* Values of 0 in a team's allocation settings panel are counted as 100% allocation.
* Values in the **Defect Allocation** column do not impact FTE calculations.


Answers:
author: Allan Maxwell
body: The solution you are looking for may already exist. Please review these Platform settings with your Jira Align Administrator:

![Screenshot 2023-04-05 at 11.27.16 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/250071i0ACAA3CDEFE97B52/image-size/large?v=v2&px=999 "Screenshot 2023-04-05 at 11.27.16 AM.png")


author: James Durrant
body: Update: there is a bug I think, workaround - change stakeholders to have a role such as dev, enter 1 for allocations and defects as blank or zero seems to count as 100. Save and go back to members roles and change back to stakeholders and presto the calc is correct. Jira please fix this and also please stop zero from meaning 100% as you cannot leave a cell blank - when you save it re adds the deleted previous number!
Status or Health for a Feature
Asked by Stephanie Davis:

I've found where you can indicate Health or Status for an Epic but I don't see a way to do that for a Feature, other than to mark it Blocked.


Answers:
author: Jamie Giantonio
body: [@Stephanie Davis](/t5/user/viewprofilepage/user-id/5152002) 2 ways i can think of:

On the Roadmap page, you can set colors/statuses for Features:

<https://help.jiraalign.com/hc/en-us/articles/231223507--Visualize-Beta-Roadmaps-in-Work-View>

*Health status*

*The health status of an item is reflected by the colors. Right-click the bar, and then select the necessary health status. Take a look at the following list to understand the color legend:*

* *Dark gray -- no health*

* *Blue -- done*

* *Orange -- at risk*

* *Red -- critical/slip*

* *Green -- on track*

* *Light gray -- on hold*

Additionally, you can configure progress bars to show status/health automatically: Here is an article to help with that configuration.<https://community.atlassian.com/t5/Jira-Align-articles/Jira-Align-How-to-Configure-and-Use-Progress-Bars/ba-p/2218882>

comments: author: Stephanie Davis
body: Brilliant! Another hidden gem ... like literally hidden


author: Alexander Charlie
body: Feature health [monitoring](https://www.7dayhomecare.com/assisted-living-care) ensures a feature works correctly by tracking its performance and detecting issues early, helping prevent disruptions and improve user experience.


Tags: cloud
Jira Align Not Recognizing the File Format for the Import Template
Asked by Jeffrey Cline:

I have tried several time to bulk load capabilities using the import template, but it keeps erring out, saying it's not an XML 2003 file.

Any help would be great!!

Thanks!


Answers:
author: Tim Keyes
body: Hi [@Jeffrey Cline](/t5/user/viewprofilepage/user-id/5181822)  

I'm sorry to hear you are encountering this issue. Can you please try exporting a single capability then pasting in the data from your import directly over that single capability and reimporting the file. This should help maintain the file type.   

Please let us know if that works for you.


author: Lani Fry
body: This is an issue I am facing as well...

When you export - it exports as 2003 xls which is an xml template - we cannot export it as xml - as it's 2004-xml in microsoft. So we are unable to use this export/import tool which is greatly needed.


Tags: cloud
Guidance for single stories that don't fit into the quarterly epic?
Asked by Alissa Quick:

I'm relatively new to JA. Since epics need to be contained to one quarter/program increment, I frequently find scenarios where my teams have just one story, maybe two, that are needed in the next quarter. Creating an epic just for one story is not scalable at our volumes, creates extra levels of administration overhead, etc. What is the guidance for when this occurs?

For example - we expected to upgrade Database 123 in Q1. We finished everything but one story, which will wrap up in the first or second sprint of Q2. Is it really necessary to create a whole new epic just for this one story?


Answers:
author: Jean Henson
body: Hi [@Alissa Quick](/t5/user/viewprofilepage/user-id/5180921)

Assuming you are syncing between Jira and Jira Align bi-directionally, you can the Split functionality in Jira Align to Split your epic. To locate this functionality, open the Epic you will need to split so you can complete work in the next PI. Make sure your stories are actioned. On the right side of the Epic, locate the ++**+ Show All**++ link and click the link.

![Split Epic.png](https://community.atlassian.com/t5/image/serverpage/image-id/247983iF1003B15027AB567/image-dimensions/112x309?v=v2 "Split Epic.png")

Additional options will open. Click the "Split" link. A window will open to show the new Epic. Jira Align will automatically do the following:

* Name your new Epic the same as your original epic and add "(Split Part 2)
  * It will also add "(Split Part 1)" to your original epic.
* Copy the Summary over to the new epic and add "(Split Part 2)"
  * It will also add "(Split Part 1)" to your original epic summary.
* It will move your new Epic to the Backlog, however from this screen you can assign it to the next PI.
* Automatically move any Stories not accepted to the new split Epic.
* All program, team, project, etc. information will be copied to the new epic.

Once you click Split, your new Epic, and all stories not accepted, will either show in the backlog or in the PI you selected.

![Screenshot 2023-03-27 at 1.43.41 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/247987i2E9A75B87E8A3273/image-size/large?v=v2&px=999 "Screenshot 2023-03-27 at 1.43.41 PM.png")

comments: author: Alissa Quick
body: This is helpful! However, it is still extra work for just one story and with so many epics to work through it becomes tedious. What are the implications if I don't split the epic and leave the last story under the original epic?


author: Jean Henson
body: Great question. The thing you have to keep in mind, is that if you don't split your Epic, your reporting will not be accurate if you have a story that is misaligned (assigned to a sprint that is not associated with the PI) to the Epic's PI.
Can we update the list of items in the "Type" box on a Feature in Align?
Asked by Rebecca Hylek:

Our organization would like to update the dropdown list on Align Features in the box titled "Type". I've looked at Platform Settings \> Dropdowns and nothing listed matches the items on the current list.

Thank you!


Answers:
author: Tom O'Connor
body: [@Rebecca Hylek](/t5/user/viewprofilepage/user-id/4797610) unfortunately no. I would recommend looking at the Feature "Category" field which can be updated, if you want to capture another aspect of Feature Type. The only issue would be if you use the Category field for other settings.

comments: author: Rebecca Hylek
body: Perfect, thank you! I thought that might be the case.


author: Adam Thao
body: [@Tom O_Connor](/t5/user/viewprofilepage/user-id/3078478) has the feature type field been updated in Jira Align, it seems to include "Debt, Defect, Risk". I thought we were not able to update or change the aspect of Feature Type in Jira Align.

I was hoping to include a help text field for the Feature type explaining what they are/mean.


author: Tom O'Connor
body: As far as I can remember, this was always the list of values in the dropdown.

![Screenshot 2023-09-21 at 10.51.43 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/282151i658FD1CF5A631A72/image-size/large?v=v2&px=999 "Screenshot 2023-09-21 at 10.51.43 AM.png")


author: Adam Thao
body: [Release notes for 10.124.X -- Jira Align](https://help.jiraalign.com/hc/en-us/articles/18834590924564-Release-notes-for-10-124-X)

Debt, Defect, and Risk were just added in one of the most recent patches.


author: Tom O'Connor
body: Thanks [@Adam Thao](/t5/user/viewprofilepage/user-id/5051559)


Tags: cloud
how can i get scrum user details based on scrum
Asked by Johnkumar:

Hi,

i was trying to pull all the user based on the scrum but am not able to find the correct api and i tried with some other API's its throwing 401 error. could you please provide the setup how i can call.


Answers:
author: Allan Maxwell
body: Presently, you have to iterate over all the users and build the teams from the user's teams assignments.

**/Users?expand=true**

**returns this:**

"teams": \[  
{  
"teamId": 12,  
"teamName": "Cowboys",  
"teamType": 1,  
"roleId": 4,  
"roleName": "Developer"  
},  
{  
"teamId": 13,  
"teamName": "Washington",  
"teamType": 1,  
"roleId": 5,  
"roleName": "Tester"  
},

comments: author: Johnkumar
body: [@Allan Maxwell](/t5/user/viewprofilepage/user-id/3502714) thanks for the response

i tried with the url which you provided its returning some xml response and that is not the expected one.

Could you please help to get the correct end point URL

\<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "<http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd>"\>  
\<html xmlns="<http://www.w3.org/1999/xhtml>"\>  
\<head\>  
\<title\>Login\</title\>  
\<meta charset="utf-8" /\>  
\<meta name="viewport" content="width=device-width, initial-scale=1"\>  
\<link rel="stylesheet" href="\&#x2f;static\&#x2f;css\&#x2f;page\&#x2f;email-first.css\&#x3f;v\&#x3d;94c62"\>  
\<link rel="shortcut icon" href="\&#x2f;static\&#x2f;images\&#x2f;favicon_duo.ico\&#x3f;v\&#x3d;e3716" /\>  
\</head\>  
\<body\>  
\<div


author: Allan Maxwell
body: Check the "Accept" value in your Request Header. It would typically be set to "\*/\*" which allows the API to return the Response Body in it's prefered format ...such as JSON.


author: Tom O'Connor
body: [@Johnkumar](/t5/user/viewprofilepage/user-id/5168656) can you add some more details and context on your question? Are you trying to get users from Jira Align based on the scrum teams they are part of? This can be accomplished through the Jira Align API. Documentation is here: <https://help.jiraalign.com/hc/en-us/articles/360045371954-Getting-started-with-the-REST-API-2-0>

Additionally, you may be asking about getting the details from Jira. <https://developer.atlassian.com/cloud/jira/platform/rest/v3/intro/>

comments: author: Johnkumar
body: [@Tom O_Connor](/t5/user/viewprofilepage/user-id/3078478) thanks for the response.

i tried below API and am getting 401 error. i had below scrum team structure. each of the scrum team had couple of peoples and i want to fetch all the users details with under which scrum they are assigned. those details i have to fetch. i tried all the reference in jiraalign.com/rest/align/api/docs/index.html but i could not able to get the details could you please help me to get the correct API for my requirement

![snap.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/245319i03449EFF1BC86642/image-size/large?v=v2&px=999 "snap.PNG")

/rest/align/api/2/Teams/3044
In Jira Align what are the differences between selecting Scaled Agile and Hybrid settings?
Asked by Wendy Tyler:

We are in the process of setting up Jira Align for our Enterprise. What are the differences between the three choices in the drop down. 1) Scaled Agile, 2) Hybrid or 3) Custom.

We are looking mainly for the differences between the first two selections.


Answers:
author: Tom O'Connor
body: **Agile Framework:** Adds a specific language, estimation methods, and menus for known scaled agile frameworks. If you do not use a specific framework, select the hybrid framework.

<https://help.jiraalign.com/hc/en-us/articles/115000371513-Configure-terminology>

<https://help.jiraalign.com/hc/en-us/articles/115000371593>

Unfortunately I don't see anything explicitly documented in the Jira Align help that defines the key differences. Most organizations are using Scaled Agile (SAFe) or "SAFeish" that I've always started with option 1 and made any changes from there. I'll check to see if we have anything documented internally.

comments: author: Lyle Rosdahl
body: This is something I was interesting in finding out more about as well. We have someone recommending we change from SAFe to Hybrid, but I can't find anything about what changing the Agile Framework field will actually do in the environment.

Thank you!
Capacity vs Load - Program Board
Asked by Camilla Harp:

Does functionality exist yet in Jira Align where the tool can take the average velocity for a team and use it for PI Planning, to compare to what the team has 'loaded' for each iteration? This would be welcomed functionality if it does not yet exist.

Thank you.


Answers:
author: Jean Henson
body: Hi [@Camilla Harp](/t5/user/viewprofilepage/user-id/2902300) !

Great news! This is existing functionality in Jira Align and can be viewed in the Backlog, Program Room and Team Room. The Velocity for a program shows the average total story points delivered by the program over the previous 2 PIs and it can be overridden manually. When you override velocity, it changes it everywhere for that PI. The velocity for an individual team is the number of points accepted in the last 5 completed sprints. You can also override Team Velocity, thus changing the value label to Override Team Velocity.

Feel free to reach out with any questions!

Thanks

Jean Henson

Director, Business Agility at Aligned Agility

![Screenshot 2023-03-08 at 2.15.55 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/244590i163BB9D769207EE7/image-size/large?v=v2&px=999 "Screenshot 2023-03-08 at 2.15.55 PM.png")![Screenshot 2023-03-08 at 2.17.19 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/244592iC41D43990A1A2EDF/image-size/large?v=v2&px=999 "Screenshot 2023-03-08 at 2.17.19 PM.png")

![Screenshot 2023-03-08 at 2.20.29 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/244598iEDD0CBCB616B8251/image-size/large?v=v2&px=999 "Screenshot 2023-03-08 at 2.20.29 PM.png")


author: Jamie Giantonio
body: [@Camilla Harp](/t5/user/viewprofilepage/user-id/2902300) one place you can see that in the [Program Room](https://help.jiraalign.com/hc/en-us/sections/115000046794-Program-room)

For changes there are the [PI Scope Change](https://help.jiraalign.com/hc/en-us/articles/115004697088-Program-increment-scope-change) and [Scope Change](https://help.jiraalign.com/hc/en-us/articles/115003911708-Scope-changes) reports


author: Camilla Harp
body: For example -- on the Program Board, it would be a great addition as a line above each team's section of the Board, by Iteration. :) A way to 'lock in the information at the conclusion of PI Planning would be a great addition, so that we could track changes throughout the PI.

Thank you!
Team of Teams Roadmap view
Asked by MacE83:

Hello everyone - my company is looking to expand its use of Jira Align and we are starting to adopt Roadmaps view to aid with Product planning.

I am trying to show a feature (epic) on the roadmap view that does not have any stories allocated to it. Initially I was unable to see it against the team but with the help of this board I was able to see it in team of teams board in the Unassigned swim lane and through that I allocated that to the team I want this to belong to.

At this point I should now expect it to appear on the roadmap view for team of teams.

And it does but only when I select whole team of teams. Once I filter the roadmap view to two teams I want to see it disappears from the roadmap.

It seems like roadmap view only pulls team association from the stories and not the epics. Because that epic does not have any stories aligned with that specific team, it does not show after I filter.

Is there something I'm missing? Is this a bug or intended behaviour? I want to be able to see that feature/epic when I filter down to the specific team. It does now show on the programme board against that team but does not show on the roadmap view when filtered by this team.


Answers:
author: Allan Maxwell
body: Yes, I believe that is the expected behavior. You could add a 100 point Story for eac Team so that their Roadmap shows as desired.

comments: author: MacE83
body: Thanks for letting me know - its disappointing that it is how it is intended as it doesn't really make sense - I have epics for next PI (Q2) and don't have stories in them yet but want them shown for completeness.


Tags: roadmap
How do I update rankings on roadmap?
Asked by Christopher Spears:

I see an option to sort roadmap by 'tribe rank' but can't figure out how to set the ranking of each object.


Answers:
author: Allan Maxwell
body: The best way to rank items is in the backlog. Make sure you select your Tribe in the tier 1 filter because there are a variety of rankings that can be applied. See this article for some details: [Prioritize/rank work items in the backlog - Jira Align](https://help.jiraalign.com/hc/en-us/articles/115002917308-Prioritize-rank-work-items-in-the-backlog)
Initial Estimate Greyed Out on Epic
Asked by Stephanie Davis:

On Epics, the Initial Estimate field is greyed out. How does it get set originally? I'm not seeing a way to estimate on the the add or edit screens.


Answers:
author: Jamie Giantonio
body: [@Stephanie Davis](/t5/user/viewprofilepage/user-id/5152002) Initial estimate will be greyed out once the Epic is assigned to one or more PI's. You will then see the PI estimates for any PI's associated. If you want an overall estimate for the Epic, set the intitial estimate before it is assigned to Pi's.


author: Samit Mehta [321 Gang]
body: Hello [@Stephanie Davis](/t5/user/viewprofilepage/user-id/5152002)

The Initial Estimate field is greyed out when you specify Program / Planning Increments (PIs) for the Epic. The "Initial Estimate" is the overall estimate (across PIs), and so when you specify the PIs for the Epics, it gets greyed out and you are only able to specify estimates for each PI.