Do Portfolio intiatives work with other add ons like Tempo and Structure?

Question

Hey Folks,

I think I know the answer to this, but I just want to verify:

My company is using a server installation (7.1) with Portfolio, Tempo Timesheets, and Structure, in addition to the standard JIRA Software. While in Tempo, when I view an "Initiative" issue type, the hours for all the epics (and subtasks) I have placed under the issue do not display. I am assuming that this is because "Initiative" is really only "functional" within the "Planning" aspect of Portfolio, correct? If so, does this mean that if I want to display total hours I would instead need to just track against Epics and below within Tempo? Thanks!

image2017-2-1 15:3:38.png

Robert Leitch [ALM Works] · Answer

Hi again Robert, I hope you managed to get round that okay and I apologise for the long delay with writing up the second part. Here it is, hot off the press - Track Multiple Portfolio Plans in Real Time.

Robert Leitch [ALM Works] · Answer

It sounds strange that you should end up with the same contents in each folder if you configured automation in each folder for a different filter..

Putting individual Initiatives into separate folders (as opposed to putting Plans into separate folders) requires a different approach, building from Initiative level downwards. It's also the topic for an upcoming post 
 but the short story long is:

* Create folders for your Initiatives and put the Initiatives in them manually (open the second panel, search for Initiatives in there and pull them over manually)
* Add all automation at root level so it applies to everything in the structure: * add a Parent Link extender  (Automation -> Extend -> Child Issues (Portfolio)...), this will put Epics under Initiatives
* Add Epic-Story extender (Automation -> Extend -> Stories under Epics...), this will put Stories under Epics
* Add Subtask extender (Automation -> Extend -> Sub-tasks...) to pull in Subtasks under Stories.

The structure should now look something like this:

image2017-2-1 15:3:38.png

Now any time you put an Initiative anywhere in the structure (not just in a folder), it will get extended with Epics, Stories and Sub-tasks. Similarly any Epic or Story you add will also be extended all the way down to Sub-tasks.

As for getting identical results when you were trying to put different Plans in different folders, it sounds like something's misconfigured there. Could you send a screenshot of your automation for two different folders to me at robert@almworks.com?

Hmm, an afterthought... you said "I have 3 filters, so I created a folder for each filter" - maybe this is the problem - for each Plan-folder, you need to pull in issues from the sources used for that exact Plan... does each of those filters represent the source for a single Plan in its entirety?

Robert Anthony3 · Answer

Robert,

Thank so much. I've run into another small problem.

(Please bear in mind my last experience with Structure was when it was still drag and drop, the automations are new to me, plus everything 3.0 
 )

I have 3 filters, so I created a folder for each filter and then followed the instructions on the blog for each folder, but I just ended up with 3 copies. How can I pull each initiative into a separate folder?