How to create a filter for an advanced roadmap plan

[Dave Furlani]

I'm having trouble getting just the issues of interest in an advanced roadmap/plan. The projects are all company-managed, and either use the business project boards/timeline or a kanban board.

One project just has the Initiatives issuetype.

Other projects have epics that link to those initiatives (parent link), or are orphaned. These projects (although not all) also have an issuetype called Change Management that may or many not live in an Epic, and may or may not have sub-tasks.

To help the PMO have visibility of the planned CM work across multiple business projects, the goal is to have an advanced roadmap to show a timeline view of the Change Management issues. Ideally this includes their parents up to the initiative level, and any sub-tasks.

I've got a filter that just shows the Change Management issues, and have combined that with the Initiative project and a filter for Epics, but the view looks a mess, pulling in way too many Epics, when only a few have Change Management tasks in them.

Can anyone suggest a filter or filters and config for the plan that will achieve this visibility goal? Thanks

[Stefan Draber · Accepted solution]

Hi @Dave Furlani 

I don't know whether it's still relevant for you, but since I stumbled upon a similar challenge, I'd like to share two possible solutions (which are actually quite simple):

• Add all relevant projects to the issue sources of your plan
• In the timeline view of your plan, set the filter
  • issue type: Change Management
  • hierarchy: Initiative to Sub-Task
• Result should be that only Change Management issues are shown from any included project, plus the hierarchically superordinated issues (Epic + Initiative) if applicable

An alternative could be to create a filter like:

issue in portfolioChildIssuesOf("ABC-123")

This shows all issues that are directly or indirectly subordinated to ABC-123, but with following restrictions:

• does only work for subordinated issues in company-managed projects
• all the top-level initiatives to be included must be hardcoded into the query
• obviously only works for Change Management issues which are hierarchically connected with the top-level initiative via Epics. In your original description you stated that the CM2 "may or may not live in an Epic", so this could be critical for you

Hope it still helps :)

Best regards,

Stefan

[Laurie Shimer]

I like setting up filters in the time line view but when i share the link, those filters do not transfer to the recipient and they are forced to update the filter for themselves.  Is this issue solvable?

[Stefan Draber]

Hi @Laurie Shimer 

when you change the filters, you also change the current view of your timeline. If you want to make this change persistent and also available for others, you have to save this new view.

If another user then opens that saved view of your timeline, it will be shown with your filters applied.

[Dave Mathijs]

Hi @Dave Furlani How are the Change Management issues "linked" to the epics? Through "parent link'? Or another issue link type?

Is there any way to share a screenshot of the many epics in your plan when only a few have change management tasks in them?

Please share a screenshot of your issue hierarchy levels as well if you can.

[Dave Furlani]

Hi @Dave Mathijs,

I've played with the Plan since logging the original post, but haven't been able to solve this myself. While we are checking if this will work for us, there are currently only 3 CM issues, and only one with an Epic Link. That Epic has a parent Initiative.

The Plan is currently showing all Initiatives, with nothing under them (no epics), and below those in the "Issues without parents" section, the 3 CMs we have. Image below.

Our Change Management issues are related to Epics with parent links.

The board is configured to use the PMO project, which just has the Initiatives issuetype, and the below filter. 

created >= -30d AND issuetype = "Change Management" order by created DESC