Create
cancel
Showing results for 
Search instead for 
Did you mean: 
Sign up Log in

Next challenges

Recent achievements

  • Global
  • Personal

Recognition

  • Give kudos
  • Received
  • Given

Leaderboard

  • Global

Trophy case

Kudos (beta program)

Kudos logo

You've been invited into the Kudos (beta program) private group. Chat with others in the program, or give feedback to Atlassian.

View group

It's not the same without you

Join the community to find out what other Atlassian users are discussing, debating and creating.

Atlassian Community Hero Image Collage

How to associate an Epic to an Initiative

I got some excellent help in a previous thread about how to create Initiatives:
https://community.atlassian.com/t5/Jira-Core-questions/Can-t-get-the-Initiative-Item-Type-working/qaq-p/759918

However, I can't seem to make the next step, which would be to be able to associate an Epic TO an initiative. I feel like there may be a field I need to enable or something along those lines, but I'm not sure where/how do do so.

Can anyone point me in the right direction, please?

 

Thanks!

2 answers

1 accepted

4 votes
Answer accepted
Moga Atlassian Team Apr 10, 2018

Hi Brian,

You can edit the Parent Link field of the Epic issue to the Initiative issue key. This will associate the Epic with the Initiative. 

If you are unable to do this, please provide screenshot which might help to understand.

Best Regards, 
Mogavenasan

Do I need to have portfolio license to do this? I'm getting an error

Moga Atlassian Team Aug 23, 2018

The context in https://community.atlassian.com/t5/Jira-Core-questions/Can-t-get-the-Initiative-Item-Type-working/qaq-p/759918 which was mentioned above is in regards of JIRA Portfolio. In order to use JIRA Portfolio functionalities, you will need a Portfolio license.

Cheers,
Mogavenasan

Can I link my epics to an Inititive (Parent link field on Issue edit page) or you can do it only if you have Portfolio license? In other words, is Epic the highest level in Jira hierarchy if you don't have Portfolio license? 

Like # people like this
Andy Heinzer Atlassian Team Apr 05, 2019

Hi Karine,

This question was mis-labeled as being Jira Core. But the original question was about how to setup the hierarchy in regards to Jira Portfolio. In Portfolio, you can actually configure what the hierarchy should be for your environment. Atlassian recommends a top to bottom of Initiative, Epic, Story, subtask. But you can set this in Portfolio the way you want to with a different order or even additional levels.

If you do not have Portfolio, then yes, Epic is the highest level issue available in Jira Software. You can't use Epics at this time without Software, (sorry Jira Core users).

Regards,
Andy

just that Atlassian knows, in my org. we dont need portfolio tool BUT we do badly need to group epics with an initiative. Making us buy the portfolio tool just for getting the hierarchy set does not sound logical/ right for the small organization like us.

Like # people like this

update from my last comment:

we still badly in need of this - we came up with some workarounds which is NOT A COOL process - Jira was supposed to make the life easier for PMO departments but makes it complex.

Our Org is not receiving Jira tool well. 

Like # people like this

I've been reading through various JIRA documents trying to figure out how to manage Cross-Project work. We need a way to group EPICS togehter because JIRA has the limitation of only showing the EPIC on the Agile board, if is assigned to a specific development team (we have REP, PROP, Integrate, etc.). I was really exicited to read about the use of Initatives and then, after a couple hours of reading, stumbled on this  post that says you have to have Portflio subscription in order to use this. Is this really the only way to do this?  

Thanks 
Mary Kay

Like # people like this

We have Portfolio and I do not see a Parent link option. 

Same here.  I can't see any way of adding a child Epic to an Initiative whether in Jira or Portfolio

Like # people like this

Same here! It took me about 10 different pages of Jira documentation PLUS the $400 Portfolio training, more than 15 hours of research and now I am stuck AGAIN! Someone please help asap. I needed this done 2 weeks ago. 

  • In general, a parent link exists when Portfolio is in place, however, the field isn't automatically added to the screens where you might want to see it.

https://confluence.atlassian.com/jiraportfoliocloud/showing-portfolio-custom-fields-in-jira-software-856708725.html

The process is similar for server.

Like # people like this

Suggest an answer

Log in or Sign up to answer
TAGS
Community showcase
Published in Advanced Roadmaps

3 short videos to help you get started with Advanced Roadmaps

Hi community, I’m Roi, a product manager working on Advanced Roadmaps for Jira. While Advanced Roadmaps is a powerful tool to plan and track work at scale, we know it can be challenging to get star...

6,555 views 25 18
Read article

Community Events

Connect with like-minded Atlassian users at free events near you!

Find an event

Connect with like-minded Atlassian users at free events near you!

Unfortunately there are no Community Events near you at the moment.

Host an event

You're one step closer to meeting fellow Atlassian users at your local event. Learn more about Community Events

Events near you