JIRA & Confluence for Project Management & Governance

[Suzy Brown]

Hi, I am writing this for help and guidance on how i can use JIRA and Confluence for my project management & governance requirements, to prevent duplication of work, and stop using powerpoint for road maps, status updates etc.

The requirements would be, project road map - showing dates and status (on track, delayed etc), RAID log, Clear weekly status progress report. Audience is senior stakeholders and management, monthly steer cos.

Can this be done on JIRA and confluence? If so, do you have training related to this? Or is there an example project i can copy or review to see if it exceeds expectations.

Any help would be greatly appreciated

Thank you

Suzy

[Nikola Perisic]

Welcome to the community @Suzy Brown 

Since your users are mostly business people, I would recommend using a Work management project. It provides a board where you can have the full overview of the issues, timeline that is a perfect replacement for the roadmap in powerpoint. If the basic roadmap features is something that won't fullfill your needs there are advanced roadmaps:

Regular roadmap vs advanced roadmap

Advanced Roadmaps is a Jira Software Cloud Premium feature that's designed to help multiple teams collaborate together, track the big picture (levels higher than epics), identify dependencies across large pieces of work, and allows you to do teams capacity based planning

vs

The basic roadmap is available to all customers on Jira Software Cloud. It’s specifically designed to help individual teams plan and track their big picture  (upto epic level only) goals.

Source: https://community.atlassian.com/t5/Jira-questions/Advanced-Roadmaps-vs-Roadmaps/qaq-p/1472517

There are reports that cover lots of different ones.  Full guide on reports for business projects: https://support.atlassian.com/jira-work-management/docs/generate-a-report/

Confluence is used for the documentation purposes. You can import your reports from Jira directly into Confluence using the Project pages feature in Jira with a plus of not leaving Jira and doing work in Confluence.

[Suzy Brown]

Hi Nikola, Thank you so much for the quick reply, as there is so much information out there, im finding it hard to filter out exactly what i need. Is there an example project, or screen shot, that shows how the project road map would look on JIRA, the RAID log, weekly status report etc?

Thank you for your help, appreciated so much

Cheers

Suzy

[Nikola Perisic]

This is the Timeline (formerly known as roadmap). I am not aware of RAID logs in the native functionality of Jira - this would need to be included from the app on the marketplace. The status report can be a broad term as there are a lot of reports out there. Do you have a specific report in mind?

[Suzy Brown]

Hi Nikola, Thank you for this, this looks like what i need, how do i set it up as a work management project? This is the project we are using as a test place

[Nikola Perisic]

Hi @Suzy Brown 

You would click on Projects > Create project > Select work management and choose the template that suits you the best. The only difference is between the workflows and issue types that the each project will use.