Project status at end of quarter at initiative level

Question

I was able to pull up a list of initiatives with a project goal associated with them for each quarter, what I'm not sure of is how to capture a spot in time in jql. 
I was using the “was” field but Ideally we should use project status to pull up an initiatives status at the end of a qtr, but in Jira "Project Status" field (being a custom field) does not support history searches.  I tried to use Initiative Jira status to map to the Project status field that we have created. But that doesn't map directly to project status so it's kind of a conundrum.

This is the filter I have been using but it gives me the project status as it stands today, not at the end of Q1, Q2 or Q3.

type = Initiative and "Project Status[Dropdown]" is not empty and labels = Q1-2022

Ste Wright · Answer

Hi @Maryam Omair

Yes, there are Apps which might be able to assist here.

Check out a list of possible Apps on the Marketplace - I'd recommend using these search parameters.

Ste

Maryam Omair · Answer

Is there an app that would make pulling out this data retrospectively easier?

Ste Wright · Answer

Hi @Maryam Omair

Welcome to the Community!

Status is one of the fields you can use in history searches - but this doesn't visualise what a status was at a point in time.

But you could search for if a status was in a certain state at a point in time - for example, to show issues in "Done", but that weren't before ABC date...

status = Done AND status was not Done AFTER 2022-01-01

If you need to visualise what the status was at a point in time as a column/field in Jira, you'll need to record it.

I would do the following...

* Custom date field, and name it "End of Quarter"
* Place the field on a View screen only on an Initiative, or leave it off the screen
* Automate the population of this field at the end of each quarter - for example...* Trigger: Scheduled - JQL = status changed AFTER startOfMonth(-3)
* Action: Edit Issue - set "End of Quarter" to {{now}}

^ This will work in future, rather than in the past (although you could locate the data for last quarter and load it in) - but would make it easy to refer to in JQL :)

You could of course use an app, or pull the data out via the API and visualise this information in a BI tool, etc. But I've assumed above you want to do it via search!

Let us know if you have any further questions!

Ste