Product Requirements and Approvals in JPD

Jeanette Bonifaz March 7, 2024

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

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Rohan Swami
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 7, 2024

@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 March 7, 2024

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
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 7, 2024

@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 March 7, 2024

@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 March 7, 2024

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

Tanguy Crusson
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
March 7, 2024

>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. 

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