Adding an existing Epic from a scrum board to a Jira Portfolio Plan

[Leti Fanning]

I have created a Portfolio plan and added in my scope of Epics and then realized that I forgot to add 2 existing JIRA board Epics to the plan.  Portfolio allows you to remove from the plan or 'create new' but there's no selection for adding an epic from the same source scrum board.  How do I make this happen?

[somethingblue · Accepted solution]

Hi Leti,

Others have had success with this by going back through the Configure Issue Sources without making any changes along the way.  Take a look at Solved: I excluded some epics and stories from my plan but now I want to add them back for the steps one user took.

Cheers,

Branden

[Leti Fanning]

Thank you Branden,

I can see the additional Epics, if they have been tagged to a release.  What causes the problem of not being able to see the stories under an Epic?  I see them in JIRA, under the EPIC, and all assigned to the same release.  The EPIC is In Progress with 2 stories under it In Progress and the other 2 Ready.  What can I do to trigger them to get pulled into my Portfolio plan?