Updating in Portfolio Live Plans

Ryan Stufft

This question is in reference to Atlassian Documentation: Live Plans [Labs]

Hi,

I am having a hard time finding where I can:

1) Add new projects to an existing Live Plan after it has been created
2) Adding/syncing to show new epics/stories to a Live plan after it has been created
3) Adding a theme (was this feature removed from Live Plans along with initiatives)

I've also tried reviewing the online Confluence information but have not found anything that points to answers regarding these three things.

Thanks in advance.

Steven F Behnke

Add new projects to an existing Live Plan after it has been created

https://confluence.atlassian.com/jiraportfolioserver/configuring-plan-settings-802170511.html#Configuringplansettings-Issuessources

• Click the Options menu image2016-3-16 23:29:24.png
• Click Configure
  image2016-3-16 23:29:1.png

• Click Issue Sources
  image2016-3-16 23:31:5.png

• You can edit sources here
  image2016-3-16 23:31:38.png

 

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Adding/syncing to show new epics/stories to a Live plan after it has been created

If the issues are within a defined Scope, you do not need to add/sync anything anymore.

 

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Adding a theme

Themes are not currently in the Labs release of Live Plans. They will be added again. This is a beta release.

 

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(was this feature removed from Live Plans along with initiatives)

https://confluence.atlassian.com/jiraportfolioserver/configuring-hierarchy-levels-802170489.html

Initiatives can be re-added. You can define unlimited hierarchy now in the Portfolio Hierarchy Configuration section under Add-on Administration. 

image2016-3-16 23:31:5.png

image2016-3-16 23:29:46.png

image2016-3-16 23:31:38.png

image2016-3-16 23:29:1.png

image2016-3-16 23:29:24.png