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How do I apply an issue type scheme to an existing product?

Adam Lydecker

I've created a new hierarchy of ticket types, but I'm unable to find how to update an existing project to the new issue type scheme.

An existing help article directing to project settings → issue type → "actions" doesn't exist, I only have the options to create issue types without editing hierarchy within the project.

Accepted answers

Trudy P Claspill

Hello @Adam Lydecker

Welcome to the Atlassian community.

Can you tell us the type of that project? You can get that information from the Type column on the View All Projects page under the projects menu. If the project type is "Team-managed" then the issues is that schemes are not used in such projects. Schemes are used only for Company managed projects.

In Team managed project you create new issues types directly from Project Settings > Issue Types, and there are limitations. You can only create new issue types at the standard level (between Epics and Subtasks). You can't create new issues types at the Epic or Subtask levels.

Screenshot 2024-08-06 at 10.14.03 AM.png

All comments

Samuel Gatica _ServiceRocket_

Hi @Adam Lydecker

Welcome to the community!

Please refer to doc https://support.atlassian.com/jira-cloud-administration/docs/associate-issue-types-with-projects/

Ensure that you have the Jira administrator permissions to carry out this action.

Best regards

Sam

Adam Lydecker

I'm set as "ORG ADMIN" for permissions, and created both the project and the issue type scheme. I believe I should have access to everything

Adam Lydecker

One additional note - several other projects show up when I select "associate", but not the one I'm trying to change.

Trudy P Claspill

Hello @Adam Lydecker

Welcome to the Atlassian community.

Screenshot 2024-08-06 at 10.14.03 AM.png

Adam Lydecker

This is it - it's team-managed.

So I can't change hierarchies and issue type schemes in team-managed? Is there a way to convert from team-managed to company-managed?

Trudy P Claspill

You can add standard level issue types to Team Managed projects.

You can't apply the extended Issue Type Hierarchy to Team Managed projects. If you want levels available above the Epic level, those issues would have to be contained in a separate Company Managed project, and you could make the TM Epics a child of the next higher level issue type in that Company Managed project. Refer to

https://community.atlassian.com/t5/Advanced-planning-articles/Parenting-a-team-managed-epic-with-a-company-managed-initiative/ba-p/2638197

There is no single-button conversion process. You would have to create a new Company Managed project and move the issues from the Team Managed project to it. There can be data loss during such a process, because Team Managed projects can have localized customizations. Refer to

https://support.atlassian.com/jira-software-cloud/docs/migrate-between-team-managed-and-company-managed-projects/

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