I have set up a Plan in Portfolio and selected all applicable issue sources, yet there is an Epic that refuses to show up, and another Feature Epic that despite having all the right parent-linking, wont show up in it's hierarchy
In a previous version of this plan, this Epic showed up and was pulling in just fine. Now, it's missing and i cant figure out why!
I have checked and rechecked the issue sources, expanded the DONE shows for the last 365 days, combed through all the Portfolio Epics to make sure it was on the list (it isn't), and selected all Releases to ensure i wasn't accidentally missing the release it was attached to. Its not attached to a release even though it was release in the spring.
No dice. Can anyone offer any additional suggestions as to why data wouldn't be pulling into a PLAN?
Thanks for reaching out and when it comes to an issue not showing up on the plan you have already done your due diligence and checked a lot of the points but there are quite a few levels to look at with various caveats, lets review what has been checked vs what is left to look at:
SELECT * FROM “AO_D9132D_EXCLUDED_VERSIONS” WHERE "PLAN_ID" = insert_plan_ID_here;
select * from jiraissue where id in (select entity_id form entity_property WHERE ENTITY_NAME='IssueProperty' AND PROPERTY_KEY='jpo-exclude-from-plan');
I know this is a lot of points to look over but please let me know what you find and add in any clarification you can for the items listed.
Thank you, Earl. I so appreciate your detailed response.
This is certainly a quandary I cant seem to solve. The biggest question stemming from the fact that this Epic has shown up in previous scenarios, but is no longer pulling into the list even as a discarded item with an option to check the box and add in. It simply doesn't pull it in from the issue sources even though I know it lives there. Perhaps this is because it was possibly not in a DONE state when working in those previous scenarios and now it is?
Something instinctual is telling me it has something to do with the fact that it was completed but is not assigned to a fix version and was never physically "released" within JIRA. Since portfolio is pulling from projects, boards, and filters, and makes mention of including only items that are part of selected releases, I am feeling like this might be the reason it is still excluded as an option. Thoughts?
Could this issue be resolved simply by creating a release for this Epic?
I DID IT! :) Three Cheers!! It was as I expected. The Epic had been IN PROGRESS when it had pulled in to previous scenarios before. As it was now marked DONE but not assigned to a "Release" it was not pulling in as an option.
As an experiment, I changed the status to "IN PROGRESS" and refreshed and voila, there is was on the list as a discarded item. I checked the box and went back to the PLAN and it was there! Once it pulled, I could then change the status back to DONE and it reflected as such in the roadmap.
To see this feature in action check out our recent dependencies demo here: https://www.youtube.com/watch?v=eQu5VsUqyZA Keeping on top of your dependencies is a key part of ensuring project success....
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