How to create a new plan which shows all work items by Initiative?

[Haile_ Eskinder]

I am trying to create a report / plan to show all our work items by initiatives. I tried to setup a new plan with a filter Hierarchy from Initiative to sub-task, but the plan shows group by Epic.

The Report / Plan structure I am interested is as follows.

1. Initiative Name --> Epics --> Stories --> Sub-tasks

I should be able to group by initiatives.

Any guidance or directions are greatly appreciated.

[Olga Cheban _TitanApps_]

Hi, @Haile_ Eskinder ! as you already see from Trudy's answer, the native functionality has some limitations. maybe third-party tools can offer you a more convenient way to view your Jira issues.

If you’d like to check the hierarchy of tasks outside the timeline view, I can recommend our free app - Smart Hierarchy. With it, you can see the complete parent–child hierarchy directly inside an issue.

In your case, you can view all the issues within an initiative by expanding the initiatives you need and collapsing those issues that are not relevant.

Let me know if you have any questions!

[Danut M _StonikByte_]

Hi @Haile_ Eskinder,

You could try using the List view available at the project level, which is capable to display the issues by their hierarchy and to group them by initiatives. 

It looks nice, but you might find it quite limited in terms of filtering.

If you need this for reporting/tracking purposes, you could also look for a plugin on Atlassian Marketplace that is capable to provide a hierarchical view and supports grouping by initiatives. 

If you want to try a plugin, our Great Gadgets app offers some dashboard gadgets that can be helpful to display the issues grouped by initiatives.

Breakdown Structure (WBS) gadget - Can display the issues by their hierarchy Initiative Name --> Epics --> Stories --> Sub-tasks along with their status. 

All you have to to do is to configure the gadget with a filter/JQL like this:

key IN portfolioChildIssuesOf("DEMO-3") OR 
key IN portfolioChildIssuesOf("DEMO-5") ...

 where DEMO-3 and DEMO-5 are the keys of the initiatives that you want to display.

Pivot Table & Pivot Chart gadget - lets you display the issues from a filter grouped by Initiative and/or Epic, along with their fields.

The app can also display progress of completion for the initiatives, burn-down charts or other useful metrics. See also this article: https://community.atlassian.com/forums/App-Central-articles/How-to-display-the-progress-of-Epics-or-Initiatives-in-Jira-or/ba-p/2858840

If you find this useful and need help with configuration or a short demo, feel free to contact our team at support@stonikbyte.com.

Danut.  

[Trudy Claspill]

Hello @Haile_ Eskinder 

Can you provide a screen image for the screen where you hope to be able to group by Initiatives, where you currently see the option to group by Epic?

[Haile_ Eskinder]

Hi Trudy - Here is the screenshot where I need to be able to group by Initiative

[Trudy Claspill]

Thank you for sharing that image @Haile_ Eskinder .

I see that you are looking at the Top level view for the Timeline.

The Timeline view has limited Group By options which are available by clicking on the View Settings button on the right.

The Group By option there doesn't support selecting any of the issue types as a basis for grouping.

Grouping is supported only based on a subset of fields types where each issue may have that field and may have a value in it.

What would you expect to see when you "group by" Initiatives?

Perhaps if you change to the Basic view and can see the issue hierarchy that will satisfy your needs.

[Haile_ Eskinder]

Thank you, Trudy, for the detailed explanation.

My initiatives are the parents for the Epic, so I would love to see a grouping by Epic Parent (which are our initiatives).

This is just to show the leadership team a timeline at the highest-level work item.

Hope this makes sense.

[Trudy Claspill]

You can get that from the Basic View by collapsing the hierarchy to show just the Initiatives, I believe.

Am I missing something in your requirements?

[Haile_ Eskinder]

Hi Trudy -Thank you so much for taking time to explain the setup to get the group by initiative/parent working. 

I will make sure all the epics under the project has a related parent/initiative and then I would try the group by parent.