Initiative not imported in Portfolio plan Edited

Tarun Sapra Community Champion Sep 28, 2017

Hello all,

I am facing a strange issue.

I am creating a portfolio plan and while importing issues form sources, it's not showing any initiatives to be selected. Also, once the plan is created if I create an initiative within the plan, I get the message

" To make sure it shows up in your plan you need to edit the issue to match the plan's issue sources again."

And the Initiative disappears from the plan.  But when you see the sources (filters or projects) in the issue navigator then I can see the initiative. Thus the initiative appears in the issue navigator but while importing issues in the plan it's no where to be seen and also creating new initiatives in plan makes them disappear in the plan.

Thanks,

Tarun   

 

JIRA version - 7.4.3 and Portfolio 2.6.1

1 answer

0 vote
Tyler Brown Community Champion Sep 28, 2017

Hey Tarun,

Have you made sure that your Portfolio Hierarchy Configuration supports Initiatives?  If you go do Add-Ons there is a screen that will allow you to place Initiatives over Epics in the hierarchy.

Hope this helps,

Tyler

Yes, it's already present in the hierarchy configuration.

 

Hierachy_configuration.jpg

Tyler Brown Community Champion Sep 28, 2017

Are Initiatives included in the issue types for the project you are using?  What are you using as your issue sources?

Yes ofcourse, the initiative is part of issueTypeScheme. I am using a filter as source and the initiative is appearing in the issue navigator view of the filter.

Suggest an answer

Log in or Join to answer
Community showcase
Sarah Schuster
Posted Jan 29, 2018 in Jira

What are common themes you've seen across successful & failed Jira Software implementations?

Hey everyone! My name is Sarah Schuster, and I'm a Customer Success Manager in Atlassian specializing in Jira Software Cloud. Over the next few weeks I will be posting discussion topics (8 total) to ...

3,317 views 14 20
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
Atlassian Team Tour

Join us on the Team Tour

We're bringing product updates and pro tips on teamwork to ten cities around the world.

Save your spot