create plan in portfolio 2.0 not finding epics

I have a problem when I create new portfolio plan. No matter what I provide as data sources for the plan none of the epics are present in the plan.

For all the stories in the project, some of the epics are in the same project, some are in a different project.

I've tried:

Pointing the create plan wizard at a board that is confirmed to includes the epics.

Expected Result: I should see the epics with the stories nested under them in the wizard

Result: No epics appear in the plan, but they are all present on the board.

Pointing the create plan wizard at the project and adding a filter that pulls the specific epics in from the other project.

Expected Result: I should see the epics with the stories nested under them in the wizard

Result: No epics appear in the plan, but they are all present on the project and the filter.

Secondary test - complete the wizard for both of the above (assuming  it's just the wizard view of the imported issues that is in error)

Expected Result: I should see the epics with the stories nested under them in the plan

Result: No epics appear in the plan.

Secondary test - create an epic in the plan and commit the change

Expected result: after I commit the change of adding one epic to the plan it should appear in both the project and the plan

Result: Epic is created in the project but after commit is no longer present in the plan.

1 answer

Actually this is from @Martin Suntinger via email, and is in reference to this other question I didn't find: https://answers.atlassian.com/questions/38390402

Our instance had the FixVersion field hidden for epics and that caused Portfolio for JIRA to not 'see' those issues at all because (from that Live Plans answer):

...like for example having removed the fixVersion field at all from the issues? Portfolio checks this field when loading issues to see if its in an included or excluded assignment, if the whole field is not there, it might cause problems

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 ...

2,965 views 12 18
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