How to view issue tree in Jira Cloud on the Plans feature?

Question

I am trying to view a list of issues in a plan like this:

* initiative 1 for proj1* epic1* story1

* initiative 75 for 2nd proj* epic3* story5

I've searched around and bugged our admins, but am struggling to make it work.

My company has Jira Cloud. I'm a former ADO user where this was an out-of-the-box feature. I'm looking for the equivalent here, without plugins.

We use a hierarchy of Initiatives > Epics > Stories > Sub-tasks.

We have a number of different projects.

I am trying to create a plan view (filtered by a query) which combines data from two different projects. The trick is not all of the data from each project applies.

When I use one of the queries, the plan view shows a flat result set. When I use the other query, it shows the desired tree view, but includes too many issues (i.e. its pulling everything from the projects).

* shows hierarchy view, but includes too many issues - a few extra initiatives* project = proj1 or linkedIssue IN (proj1-5, proj1-9, proj1-10, proj1-11) OR project = 2ndproj or linkedIssue IN (2ndproj-1, 2ndproj-3)

* shows flat view - only the matching initiatives* (project = proj1 and linkedIssue IN (proj1-5, proj1-9, proj1-10, proj1-11)) OR (project = 2ndproj AND linkedIssue in (2ndproj-1, 2ndproj-3))

I don't understand why the 2nd query is not showing the tree view.

It seems the project is required for a tree view to be shown. Fine, but there doesn't seem to be a way to filter the project to specific initiatives.

peter.swisher · Answer

So, the following worked for what I was trying to accomplish (view an issue tree in the Jira Plans feature with some issues from one project and all the issues from another project & the problem being that too many issues were being displayed):

* Created the following filter and made it public
* 
* * 'ATLS' is a 2nd project, and the items above are initiatives in that project

* Created a 'Plan' with these settings* Plan Settings > Issue sources > Filter > the public filter above
* Filters > Hierarchy > From: Initiative, To: Story
* Filters: enable show full hierarchy

Still need to reduce the issue types returned, but this is much better. Quite a bit of work, and should be easier to do, but much better.

peter.swisher · Answer

Thank you. One of my Jira admins has seen this reply and is looking into it.

Clark Everson · Answer

Hi @peter.swisher

Welcome to community!

So what you are trying to do is possible however it depends on how your org is allowing to use Jira. For what you are trying to do all your teams should be using company managed projects as it enables this cross portfolio collaboration

However if you are not able ot do it it is more than likely every project is managed via team managed projects. I would recommend partnering with your local instance admin as they will generally be the best person to get you instance specific information

Best,

Clark