linking initiatives to existing epics in portfolio 2.0

Question

i am using the live plan in portfolio 2.0 and it works great so far. I have also configured the hierarchy and created new level for "Initiative", tied to a new issuetype called "Initiative". I am now able to see initiatives in my scope view.

Now, in the scope view, I can create initiatives, create epics under the initiative and stories under the epics. But I have alot of Epics in JIRA Projects that I want to be able to bring under new initiatives that I create.

In classic plans i used to be able to select a epic and select "Move to Initiative", portfolio 2.0 doesn't seem to have this option or may be I am missing something.

Any help is greatly appreciated.

Jochen Häberle · Answer

You need to administer the hierarchy setting in Admin - addOns first. Add a level and assign your initiative issue type.

After that you can select the level and use it like the default levels Epic - Story - Subtask.

Christopher Perez · Answer

It took a bit of searching, but I was able to assign existing epics into an initiative. The Initiatives field is not available when the scope view is set to Initiative. I had to change the scope view to show epics, and then I was able to make the Initiatives field visible and assign a parent initiative.

I haven't tried it out, but I'm assuming you can only assign the level relationship when viewing the level below.

ie:

Level 1 - Initiative

Level 2 - Epic

Level 3 - Story

Level 4 - SubTask.

You can only assign an Epic to an Initiative when viewing Epics, and you can only assign stories to an Epic when viewing stories.

Steven F Behnke · Answer

I think all you need to do is add the Initiatives field to the scope view and then select the appropriate intiative.