How to create Initiatives in JIRA Portfolio

Hi,

All webinars and demos show creating new Initiatives in Portfolio plans. But you can't create Initiatives unless one of the JIRA projects included in the plan has a issue type called Initiatives. So is there a video or instructions on how initiatives are created in Portfolio when you first create a plan?

Thanks. 
Eshan 

3 answers

This widget could not be displayed.

Hi Eshan, 

Go to Portfolio> Administration > Portfolio Hierarchy Configuration and click + Create Level. 

You can add Initiative level here and move to the top of your hierarchy

You will most likely find this page most helpful - https://confluence.atlassian.com/jiraportfoliocloud/configuring-hierarchy-levels-828785179.html

Thanks

This widget could not be displayed.

Hi Claire,

I did this. But you still can't add initiatives to a plan if the JIRA projects in the plan doesn't support Initiatives. So does that mean, you also have to add an issue type of Initiative to the JIRA project that will be included in the plan?

Thanks.

Eshan

This widget could not be displayed.

Hi Eshan, 

 

Yes I believe it does - My understanding is you need to have the initiative issue created at portfolio and project level

The link I shared shows how you can create these for projects also 

 

Thanks

Suggest an answer

Log in or Sign up to answer
Community showcase
Posted Tuesday in Jira

What modern development practices are at the heart of how your team delivers software?

Hey Community mates! Claire here from the Software Product Marketing team. We all know software development changes rapidly, and it's often tough to keep up. But from our research, we've found the h...

197 views 1 3
Join discussion

Atlassian User Groups

Connect with like-minded Atlassian users at free events near you!

Find a group

Connect with like-minded Atlassian users at free events near you!

Find my local user group

Unfortunately there are no AUG chapters near you at the moment.

Start an AUG

You're one step closer to meeting fellow Atlassian users at your local meet up. Learn more about AUGs

Groups near you