I've gotten my hands on a test installation of the new Portfolio 2.0 - exciting stuff!
Among other things I'm happy to see that the synchronization now supports issue ranking.
I've experimented with creating epics and adding stories to them. Whenever I change ranking on the stories in JIRA the rank changes accordingly in Portfolio, and vice versa. So far, so good.
On epics it's another thing, though.
Whenever I re-rank an epic, the resulting synchronization doesn't seem to happen correctly. E.g. if I "top rank" an epic in Portfolio, it doesn't get top rank in JIRA, neither in the epics panel in planning mode nor in my "epic kanban board" (which I created for testing purposes) This apparent error also happens when changing epic rank in JIRA.
The epic ranking usually does change in one system when I change it in the other, but not to match the order in the system where the original change took place...it changes to an order which does not make immediate sense to me...
NOTE: The story ranking is always correct when I rerank an epic - e.g. if I move an epic to top rank in Portfolio, the epic's stories get moved to the top of the JIRA backlog (but the epic itself does not get moved to top rank)
Am I using the system in a way unintended?
I assumed that if I changed the rank of an epic, all of its children would be reranked accordingly (which they do), as well as the epic itself (which it doesn't) - but maybe I'm wrong.
I'd be happy to provide more information if it helps clear things up.
If I'm using Portfolio wrong I'd love some hints as to recommended use regarding the handling of epic ranking
Hi @Rhys Christian, thanks for answering.
When the team creates new Stories for a top Ranked Epic, that Epic appears in Portfolio 2.0 on the bottom of the list.
Because of this a Top Ranked Epic in Portfolio gets a new start date on the plan, which is on the final of the plan, but it should be on the beginning of the plan.
What could I do to avoid this?
Hey @Jean Luchtenberg,
That's a good point. This occurs when an issue is created in JIRA for an epic that has no issues. The story is created and ranked at the bottom of the JIRA backlog. Because that story is the epic's highest ranked child item the entire epic is moved to the bottom.
We don't have a good answer for this right now. I can offer a couple of workarounds but they would not be optimal:
Please let me know if these options work or don't work for you.
Hi @Rhys Christian, is this issue still at large? I'm currently having a devil of a time trying to rank my initiatives, which i would have thought would in turn rerank all it's related epics, and in turn rerank all of those epic's stories. It appears not to be the case, and makes prioritising items in portfolio pretty much useless, unless i'm not understanding something here.
I've even got new stories being created, that don't have epics, being scheduled before some initiatives!
Similar use case here: we're trying to rank epics, but the priority order/rank of the epics is inconsistent between Portfolio and rest of JIRA. When we re-order the epics in Portfolio, it sometimes reflects properly in the rest of JIRA, but many times it does not. It makes it very hard to trust the ranking.
EDIT: After a bit of searching, I found an issue that describes our problem exactly: https://jira.atlassian.com/browse/JPO-1387.
I don't like that suggestion that gets proposed, as a result of JPO-1387... instead, as i commented,
I'd prefer a button that just enforced the hierarchy, from Initiative, Epic, Story, all the way through... and just pushed the rank i've already defined in portfolio, into JIRA. I don't want to be juggling ranks between two products - have a single source of truth, and that should be managed in portfolio.
Why doesn't portfolio just respect my wishes argh!
I am trying to do the same thing as @Aaron Steinmetz - it seems like this is a fundamental limitation of portfolio or its such terrible UX that I have spent hours trying to figure it out and can't resolve.
I want to set the overall schedule priority of my portfolio backlog by initative, then I expect the schedule to be built based off of this priority.
In other words, I expect initative 1 of 5 to be scheduled first, followed by initative 2 of 5, and the epics under those initatives to be sequenced accordingly.
Instead it seems that the epic rank is somehow influencing how the schedule is built.
I don't want JIRA portfolio to modify the priority on jira, or effect any team backlogs, I just want to have control over the sequencing of the schedule. How do you do this?
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