linking initiatives to existing epics in portfolio 2.0

i am using the live plan in portfolio 2.0 and it works great so far. I have also configured the hierarchy and created new level for "Initiative", tied to a new issuetype called "Initiative". I am now able to see initiatives in my scope view.

Now, in the scope view, I can create initiatives, create epics under the initiative and stories under the epics. But I have alot of Epics in JIRA Projects that I want to be able to bring under new initiatives that I create.

In classic plans i used to be able to select a epic and select "Move to Initiative", portfolio 2.0 doesn't seem to have this option or may be I am missing something.

Any help is greatly appreciated.

1 answer

1 votes
Steven Behnke Community Champion Jun 09, 2016

I think all you need to do is add the Initiatives field to the scope view and then select the appropriate intiative.

It took a bit of searching, but I was able to assign existing epics into an initiative. The Initiatives field is not available when the scope view is set to Initiative. I had to change the scope view to show epics, and then I was able to make the Initiatives field visible and assign a parent initiative.

 

I haven't tried it out, but I'm assuming you can only assign the level relationship when viewing the level below.

ie:

Level 1 - Initiative

Level 2 - Epic

Level 3 - Story

Level 4 - SubTask.

You can only assign an Epic to an Initiative when viewing Epics, and you can only assign stories to an Epic when viewing stories.

You need to administer the hierarchy setting in Admin - addOns first. Add a level and assign your initiative issue type.

After that you can select the level and use it like the default levels Epic - Story - Subtask.

 

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 ...

2,760 views 11 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