Product Requirements and Approvals in JPD

[Jeanette Bonifaz]

Hi all,

We are going to start using JPD for the process between when an idea is created to when it is ready to send to development. We initially were going to do this in Jira Software with the workflow below. As you can see, we want to include approvals in the ideation and requirements development processes.

- Any advise on how I can set up something that includes the steps in the workflow below (it does not have to be exactly like that, but we do need to have approvals for ideas and step for writing requirements and approving them before we send them off to the Dev team).

- Is it possible to add approvals in JPD? 

- I see that under Delivery in JPD there is a "Specs Ready" column. But this is done prior to sending to development between the Product and Dev team. The Product works on requirements and the Dev team helps with specs. By the time we would convert the idea from JPD to an epic in Jira Software, we already have the requirements and specs.

Any help/insights would be greatly appreciated!

IDEA PROPOSED	Request Product VP Approval	→	AWAITING PRODUCT VP APPROVAL
	Decline - Won't Do	→	CLOSED
	Not Now	→	IDEA BACKLOG
AWAITING PRODUCT VP APPROVAL	Approved for CEO Review	→	AWAITING CEO APPROVAL
	Decline - Not Needed	→	CLOSED
	Not Now	→	IDEA BACKLOG
	More clarification needed	→	IDEA PROPOSED
AWAITING CEO APPROVAL	Approved for Requirements Development	→	NEEDS REQUIREMENTS
	Decline - Not Needed	→	CLOSED
	Not Now	→	IDEA BACKLOG
	More clarification needed	→	IDEA PROPOSED
NEEDS REQUIREMENTS	Start Requirements Development	→	REQUIREMENTS IN PROGRESS
	Not Now	→	IDEA BACKLOG
	Decline - Not Needed	→	CLOSED
REQUIREMENTS IN PROGRESS	Requirements Development Completed	→	PRODUCT VP REQUIREMENTS REVIEW
	Not Now	→	IDEA BACKLOG
	Decline - Not Needed	→	CLOSED
PRODUCT VP REQUIREMENTS REVIEW	Approve for Tech Lead Review	→	TECH LEAD REQUIREMENTS REVIEW
	Needs additional requirements	→	REQUIREMENTS IN PROGRESS
	Not Now	→	IDEA BACKLOG
	Decline - Not Needed	→	CLOSED
TECH LEAD REQUIREMENTS REVIEW	Approved for CEO Review	→	CEO REQUIREMENTS REVIEW
	Needs additional requirements	→	REQUIREMENTS IN PROGRESS
	Not Now	→	IDEA BACKLOG
	Decline - Not Needed	→	CLOSED
CEO REQUIREMENTS REVIEW	Begin Technical Assessment	→	TECHNICAL ASSESSMENT
	Needs additional requirements	→	REQUIREMENTS IN PROGRESS
	Decline - Not Needed	→	CLOSED
TECHNICAL ASSESSMENT	Ready for development	→	DEVELOPMENT PENDING
	Needs additional requirements	→	REQUIREMENTS IN PROGRESS
	Not Now	→	IDEA BACKLOG

[Rohan Swami · Accepted solution]

@Jeanette Bonifaz you can create a workflow for a Jira Product Discovery project like you can in Jira Software by going to the left-nav in JPD > Project settings > Workflow. This would allow you to update the status of an idea in-line with your approval process, with the caveat that you would not be able to restrict who is allowed to make this change.

[Jeanette Bonifaz]

Hi Rohan, thanks for responding to my post. And where would I be able to see where an idea is in that process? For example, how many ideas are awaiting CEO approval, etc.

[Rohan Swami]

@Jeanette Bonifaz You can create a list view and group by Status, it will show you how many ideas are in that status.

[Jeanette Bonifaz]

@Rohan Swami. Thanks, but I would like to have something like a board with all the statuses in different columns so I can see where all ideas are.

[Jeanette Bonifaz]

Also, can I copy the workflow I have directly into JPD or do I need to start from scratch?

[Tanguy Crusson]

>I would like to have something like a board with all the statuses in different columns so I can see where all ideas are.

Hi Jeanette, you can definitely do that: just create a new board, and select the "status" field for the board columns. 

You cannot copy a workflow directly in JPD though, you'll have to configure it in JPD. To do that: from any view, open the "fields" menu. Find the "status" field, click to configure it --> there's a button to change the workflow.