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How do I introduce a new hierarchy successfully to Jira Portfolio, other than an initiative?

Brandon Olmstead

I created a new issue hierarchy called a featured and mapped it in both JIRA admin and Portfolio admin. I receive the following error whenever I make a feature from within the portfolio UI:

It doesn't match any of the plan's issue sources. To make sure it shows up in your plan you need to edit the issue to match the plan's issue sources again.

Accepted answers

Allard van Helbergen

Hi @Brandon Olmstead,

It seems like you might have missed a step in configuring everything, or are including a source that isn't configured properly.

Have a look at this doc page outlining everything and see if that helps you.
https://confluence.atlassian.com/jiraportfoliocloud/configuring-initiatives-and-other-hierarchy-levels-828785179.html

Cheers,
Allard

All comments

Allard van Helbergen

Hi @Brandon Olmstead,

It seems like you might have missed a step in configuring everything, or are including a source that isn't configured properly.

Have a look at this doc page outlining everything and see if that helps you.
https://confluence.atlassian.com/jiraportfoliocloud/configuring-initiatives-and-other-hierarchy-levels-828785179.html

Cheers,
Allard

Brandon Olmstead

It seems that I did miss a step. Thank you for the pointer.

Allard van Helbergen

Great that it helped, @Brandon Olmstead. Would you be so kind to mark the question as answered in that case? Thanks.

pg_dm3gq2

Hi guys -

I am trying to create a new hierarchy level "Initiative" for a Project. I have followed all the steps in the guide...

I have added the issue (Standard) and added it to the Project.Screen Shot 2017-01-31 at 6.41.47 PM.png

But when I go to the Portfolio Hierarchy Configuration then I am not able to see the Initiative in the drop down. (In fact I am not able to see A/B Test either.)

Screen Shot 2017-01-31 at 6.43.32 PM.png

What am I doing wrong?

Screen Shot 2017-01-31 at 6.41.47 PM.png

Screen Shot 2017-01-31 at 6.43.32 PM.png

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