In my portfolio plan settings I explicitely excluded issues without parent from the scope. However when I add an issue, which doesn't have a parent, in one of the issue sources for this plan the issue is taken into scope. I would expect that once I configure to exclude issues without parent, it will filter out those issues forever.
When I reconfigure the issue sources after I added the issue, the issue is filtered correctly out of the scope . How can I avoid issues without parent to sneak into my plan without reconfiguring every time?
My issue hierarchy config:
1 Initiative - RFC
2 Change - Epic
3 Story - Story
RFC issues come from project 'RFC'
Epics and Stories come from projects A, B & C
The issue sources for my plan are
So I want only have issues in scope from A, B and C which have a parent issue RFC
What could work is setting up a JQL filter that would look like Project = RFC OR (PROJECT IN (A, B, C) AND "Parent Link" IS NOT EMPTY) and using that JQL filter as the issue source.
This would solve most of the cases but not the case of a story belonging to an epic that does not belong to an initiative.
For that you would need an addon like scriptrunner to allow you to query in a recursive manner.
Hopefully that will point you in the right direction!
Portfolio issue source boils down to a JQL filter one way or another. A JQL filter is not a one point in time issue list but a dynamic list of issue that will include anything new that comes up.
If you are interested with a non-changing list you could consider adding to the JQL filter something like "AND createdDate <= '2017-09-04'" to ensure that nothing new makes it to the list.
Bottom line, the plan issue source is not ignored once configured but it's just a filter rather than a list of issues.
If issue source boils down to a JQL filter why having then 'Include issues without parent' option?
This looks like a subfilter, but only applied once.
Makes no sense. Either the choice to include issues without parent should persist otherwise drop the feature, it's useless and misleading
I favor the first option, because keeping a plan's scope clean and stable is a must for all projects.
"If issue source boils down to a JQL filter why having then 'Include issues without parent' option?"
I think there is a misunderstanding here and I will follow up with the Portfolio for JIRA Server tech writter to clarify the documentation if necessary.
There is no such option in the first place, but thanks not giving up on what you believe does not make sense, as I finally understood where the confusion happened.
When confirming what's in Scope when creating a Portfolio plan or editing its issue sources you have the possibility to Exclude some specific issues from the plan.
If you are at the Epic level and some stories do not belong to an epic then they are categorized under "Issues without parent Epic". Unselecting this would mean excluding all the issues in that list, alternatively you can un-check all those stories one by one to acheive the same result.
Hopefully this clarifies the situation, thanks for the feedback!
Thx for clarifying. I had indeed another understanding of the concept.
Nevertheless the requirement to exclude orphan issues remains. I ll go with scriptrunner plugin. But a pity I have to use and pay for a 3th party plugin. Would be nice if this kind of JQL function would ship with Portfolio. Current Portfolio JQL functions are a bit poor I find.
Hi @Amanda Cleaver,
If you are using Portfolio for Jira Server I'd suggest looking at the Portfolio JQL functions available detailed here: https://confluence.atlassian.com/jiraportfolioserver/searching-for-issues-using-portfolio-details-940678957.html
Especially the childIssuesOf JQL function which was not available at the time of this thread.
Posted this on another thread as well:
Had the same issue where Epics have children (Story) and in various stages of completion, yet Portfolio would not pick any of that up, After much looking around, I noticed it was happening on a filter was using labels.
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