I have been using Jira PD for a while and it is useful for organising top-level ideas. I use the delivery link to associate epics but I don't find it very useful from that point. I have a plan where I can organise epics by idea, but I can't incorporate any of the critical idea data in my filters so I just get a list of ideas in alphabetical order and the epics beneath it.
I am looking at various clunky options of creating initiatives above my epics to replicate my ideas and/or setting custom fields in epics based on the delivery link. I am also considering ditching Jira PD altogether and creating initiatives with the key data from the idea so that I can sort and filter by high priority initiatives and open a hierarchy to epics and work items.
I don't plan any ideas by date just business value (cost of delay), duration and CD3 (cost of delay/size) and quarterly OKRs.
Anyone else tackled these types of problems and reached a problem that gets around the weaknesses in the Jira PD > Jira integration? Anything on the roadmap that I can wait for instead of butchering a load of custom fields and automation rules?
Thanks for the feedback @Chris Dempsey
We are planning to improve the parts where discovery and delivery overlap. You are right that today JPD is not great to help you configure a model where you want a strict hierarchy of work "below" an idea.
Thanks @Tanguy Crusson I have found a way to get the reports I need using an export from a Jira plan which references the Idea and an export of Ideas, then using PowerQuery to bring them together. It's a bit messy but it isn't an everyday task so if there are items on the integration roadmap that will help I will persevere for now..... Now to see how I will connect my Objectives in Atlas to the tasks and outcomes (Key Results) across multiple Jira projects and my Jira PD project. I think I will be spending more time than I would like in Excel. If there are any plugins that you think could help someone like me to self-serve data please let me know
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@Chris Dempsey would you be OK sharing more about what you're doing over a call next week? https://calendly.com/tcrusson/30min-1
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