Multiple Portfolio Jira Setup

Overview

https://docs.google.com/presentation/d/1U0FoYNHsgPTgxDOGwAadaWtptYk3aX8dQNdFmux8NIo/edit#slide=id.g310359b402a_0_315

https://www.bitovi.com/blog/customize-jiras-advanced-planning-tool-for-multiple-teams-projects

https://github.com/bitovi/jira-plan-weaver-automations

Exercises

Setup PlanWeaver Parent Tags

Goal: Make sure we can load whatever epics happen to be under an Itsy initiative.

https://www.bitovi.com/blog/how-to-add-planweaver-automations-to-jiras-advanced-plans

• Install and edit on-parent-change-update-parent-tags.json
• Install and edit on-manual-update-all-parent-tags.json
• Run the manual update to make sure it works.
• Update the ITSY plan filter to load all epics under any ITSY initiative

From:

( issueType = Initiative and status not in (Idea, Refinement, Refined) ) 
OR 
(issueType != Initiative) ORDER BY Rank ASC

To:

( 
  issueType = Initiative AND
  status not in (Idea, Refinement, Refined) AND
  project = ITSY
) 
OR 
(
  "Parent Tags[Labels]" = ITSY
)
ORDER BY Rank ASC

• Create another project and create an epic for it under an ITSY initiative. The automation should work and the epic should be visible.

Setup PlanWeaver Child Tags

• Install and edit on-parent-change-update-child-tags.json
• Install and edit on-move-update-child-tags.json
• Install and edit on-parent-change-update-parent-tags.json
• TODO: Create a manual one
• Get all epics, calculate

• Update the ITSY plan filter to load all epics for any team in ITSY

From:

( 
  issueType = Initiative AND
  status not in (Idea, Refinement, Refined) AND
  project = ITSY
) 
OR 
(
  "Parent Tags[Labels]" = ITSY
)
ORDER BY Rank ASC

To:

( 
  issueType = Initiative AND
  status not in (Idea, Refinement, Refined) AND
  project = ITSY
) 
OR 
(
  "Parent Tags[Labels]" = ITSY
)
OR (
  "Child Tags[Labels]" in (ITSY, Store, Order, OTHER-PROJECTS)
)
ORDER BY Rank ASC

• Create another product type project (POS)
• Create an initiative in it
• Add Order epics to it
• Verify the initiative is loaded
• Create a “View” that shows only ITSY initiatives and their epics.

Create a portfolio project (bonus)

Goal: Make a portfolio and plan.

• Create a portfolio project