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Portfolio View of multiple projects

Anthony C May 22, 2024

Hi Everyone, apparently this is impossible for now but I was curious if someone had found a workaround: 

I am trying to get a portfolio view of multiple projects' ideas for a select group of users, while also not letting users in each project see any ideas outside their own project.

We need each user group to work on their own ideas but then some of use on a governance committee would see the portfolio view of everything together.

Alternatively, is there a way to hide certain fields from certain users?

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Gary Spross
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May 22, 2024

I'm really hoping this is something Atlassian is working on. We have 9+ JPD projects that we need to have a holistic view of for our ELT. Having 9+ different views just isn't feasible. We considered combining into a single project, but that would be overly cumbersome for the users working within each solution. Hoping someone has a workaround or we find out Atlassian has this feature coming in the very near future.

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Anthony C May 22, 2024

I was thinking if somehow, we link the ideas to Jira issues, and then have a governance view there, and when we need to deep dive we would go to the project that hosts the original idea. But I am not sure if I would need Jira Premium for this (and for all users in our organization or just some?). 

Andy Lutz May 22, 2024

As a really rough workaround, I've been using Jira's Issue search to be able to combine ideas from multiple JPD projects into one "view".

The downside are that Issue Search doesn't look as nice as JPD (and some fields don't display well. Additionally, you can't edit an issue in Issue Search (although you can click on an issue and be taken to the issue/JPD project).

I've been using this to give Leaders views of top issues across different projects, seeing all the ideas that align to shared strategies, etc.

Happy to discuss any questions if you have them about this setup.

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Hermance NDounga
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
May 24, 2024

Hi Anthony, 

As there is no good workaround for this (as @Andy Lutz mentioned, it is possible, but it does not provide you with nice JPD functionality), we are currently working on such a feature. It will let you display ideas from different projects in one single view while respecting user project permissions. 

As it's not possible to hide certain fields from some users, I think at the moment, the best is to keep your team in separate projects (to make sure they access only what they need), and then depending of your number of projects - if you have few, I'd suggest displaying the various views on a Confluence page, serving as a "hub" for the committee (and you can restrict the page easily just for this committee), and if you have many, maybe the issue search consolidation may be easier to consume. 

And of course, if your ideas are linked to Epics, you can have a consolidated view of your epics in Plans. 

Best Regards,
Hermance
Product Manager @ Jira Product Discovery

 

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Hannes Obweger - JXL for Jira
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
May 26, 2024

Hi @Anthony C

not sure if this is exactly what you are looking for, but if you are open to solutions from the Atlassian Marketplace, you may want to have a look at the app that my team and I are working on, JXL for Jira.

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting, and filtering by all your issue fields - including all JPD-specific fields - much like you’d do in e.g. Excel or Google Sheets. It also comes with a number of advanced features, including support for (configurable) issue hierarchies, issue grouping by any issue field(s), sum-ups, or conditional formatting.

This is how it looks in action:

jpd-cross-project-teams.gif

(This is really just one of a virtually endless number of possible views; you can also view, inline-edit, group by, and sum-um any other issue field(s).)

As every JXL sheet is powered by a JQL statement, you can pull in as many (JPD, but also JSW, JSM, JWM) projects as you want; JXL will be smart enough to "merge" project-level fields into one column if they are of the same name and type.

Regarding issue visibility and permissions: JXL will respect any project permissions that you have in place. E.g., if a team doesn't have access to a particular project, it will also not see any issues from this project, even though other people might.

Any questions just let me know,

Best,

Hannes

Anthony C May 26, 2024

Hello Hannes, this is very interesting, I need to get my cybersecurity team to check this out because it does seem like what I would need (will check your privacy and security policies).

Hannes Obweger - JXL for Jira
Marketplace Partner
Marketplace Partners provide apps and integrations available on the Atlassian Marketplace that extend the power of Atlassian products.
May 26, 2024

Hi @Anthony C

wonderful! Please find all policies on our website, https://jxl.app, and please don't hesitate reach out to us at https://jxl.app/support if there's anything we can assist with!

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