jira timeline and viewer access

Question

Hi, I have set up a timeline/plan in a company-managed jira project.

The timeline spans 2 separate projects within our company-I have given the relevant people in those projects edit access in the plan, but they can only see the parent, top level initiative, and not any of the linked epics or stories

Do I need to do an Atlassian form for them to have specific access?

Or is this because of the way I have set up the work item sources in the plan settings?

The company use top level initiatives, epics and stories

I have created top level initiatives in umbrella project A, given all access to that project, and linked those to the relevant epics and stories, by creating team names for each workstream in the plan. I've ensured all have access to all 3 projects-but all they can see in the plan is the top level initiatives-none of the linked, child tickets

kitty holloway · Answer

Thanks for your reply! I managed to resolve the issue (it was as simple as the fact that I thought I had shared the underlying filters I created as work source items for the plan with my org, but actually hadn't... It works perfectly now

Stephen.Lugton · Answer

Hi @kitty holloway  and welcome,

It would be helpful to have a screenshot of how you've set up the plan, but when you say you've set up the top level initiatives and linked them to the relevant epics etc by creating team names, are the epics themselves actually child tickets of the initiatives?

Walter Buggenhout · Answer

Hi @kitty holloway and welcome to the Community!

There's a few potential gaps in your story (pun not intended) for a conclusive answer as to what might be wrong.

* Your users need browse project access in both projects so they can see the work inside them. A simple check would be to have them verify the data inside the projects directly instead of through the plan. If they can see the work items there, than they have sufficient permissions there.
* There's different ways to get data into a plan. You can add the different projects individually as sources of work, but you can also connect a board or a filter containing the work items of both projects. In both last cases, make sure the filter you are using (directly of as the board filter) is shared with your users. 
* Your plan has filter settings, including one that may restrict the hierarchy. If the previous 2 options are set correctly, let your users check their own filter settings in their plan and make sure the hierarchy is not restricted to the highest level only:

Hope this helps!