Configuring hierarchy levels

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Advanced Roadmaps lets you view your team's work in Jira Software with the big picture in mind so you can efficiently plan work that spans multiple projects and teams. As such, it's important to understand the concepts of hierarchy levels.

Default hierarchy levels

To better track your plan, issues are grouped into different tiers referred to as hierarchy levels. The default levels that will be available in every plan are as follows:

  • Epic hierarchy level – the byproducts of higher-level priorities (sometimes referred to as Initiatives) being broken down into more actionable goals. They can span multiple sprints and are comprised of multiple stories

  • Story and Task hierarchy level – capture tangible milestones that your team plans in order to achieve their goal. Whether that’s adding a new feature or increasing readership by 50%, this stage is where the rubber meets the road

  • Sub-task hierarchy level –  represent smaller chunks of work that need to be completed to complete your story

Custom hierarchy levels

When planning work across multiple projects and teams, you may need to create levels that are custom for your team. A common example that's largely used in the industry is the Initiative hierarchy level while some other common types are Bug fix and Improvements.

To add custom hierarchy levels in your plan:

  1. Open Settings in Jira Software

  2. Select Products. Underneath Jira Software, you’ll find settings for Advanced Roadmaps

  3. Select or remove hierarchy levels you want to include in your plans

  4. Select Save changes

Check out preparing your environment to learn more about how to use levels in your plan.

Configuring the initiative hierarchy level in a plan

  1. In Jira Software, create the initiative issue type, if it's not created yet.
    To complete this step, you must be logged in as a user with the administrators global permission in Jira Software.

    Creating the initiative issue type

  2. When the initiative issue type is already created, add the issue type to one of the projects that you're including in your plan.
    To complete this step, you must be logged in as a user with the administrators global permission in Jira Software.

    Adding the initiative issue type


    Alternatively, you can consider creating a dedicated project, and then create all the initiatives you need in that project. You can then link the epics across all your projects to the initiatives in that dedicated project for initiatives.

     
    Adding the initiative hierarchy level, and mapping the initiative issue type to the hierarchy level

  3. In Advanced Roadmaps administration, add the initiative hierarchy level. Make sure to map the initiative issue type to the hierarchy level.


See Adding, editing, and deleting an issue type (Administering Jira Cloud products) and Configuring hierarchy levels to learn more.

Ways to set up the initiative level in plans

If the concept of hierarchy levels and initiatives in plans is new to you, here are some ways you can consider when setting up the initiative level in a plan.

Adding the initiative level to multiple projects

ROLLING OUT This feature is being gradually rolled out and may not be on your site just yet.

An issue can live in a single Jira Software project. However, if your organization is working on cross-project initiatives, you might find it useful to create a dedicated project that gives you a high-level view across different streams of work.

Follow these steps to create a dedicated project for cross-project initiatives, then use the project as an issue source in your plan:

  1. Create a Jira Software project that will hold your initiatives.

  2. Create the initiative issue type, if it's not created yet.

  3. In Jira Software, go to  > Issues.

  4. Select Issue type schemes > find your project > Edit.

  5. Drag and drop the initiative issue type to the issue types for your project.

  6. In your Advanced Roadmaps plan, go to  > Configure.

  7. Select Issue sources > Add another.

  8. Select your new project.

  9. From the global navigation, go to Plans Settings > Advanced Roadmaps hierarchy configuration.

  10. Click Create level and add the new initiative level. Make sure to map the initiative issue type to it.

  11. Click Save changes.

Don’t see this new feature on your site yet?

An issue can live in a single Jira Software project. However, if your organization is working on several projects, you may want to consider setting up your initiative issues to span multiple projects.

If you're working with cross-project initiatives, you can create a dedicated project, where the cross-project initiatives are stored, and then use the project as an issue source in your plan.

  1. Create a Jira Software project that will hold your initiatives.
  2. Create the initiative issue type, if it's not created yet.
  3. In Jira Software, click  or > Issues.
  4. Click Issue type schemes > find your project > click Edit.
  5. Drag and drop the initiative issue type to the issue types for your project.
  6. In your plan, click more () > Configure > Issue sources.
  7. Select your new project as the issue source for your plan.
  8. In your plan, click Settings > Hierarchy configuration.
  9. Click + Create Level and create the new initiative level. Make sure to map the initiative issue type to it.
  10. Click Save changes.

Adding the initiative level to a project

If you need more hierarchy levels in your project, and your initiatives don't span multiple projects, then you can choose to add the initiative level to just your project.

You can use this approach in cases where you need more hierarchy levels within your project, and when your initiatives will rarely be cross-project.

  1. Create the initiative issue type, if it's not created yet.
  2. In Jira Software, click  or > Issues.
  3. Click Issue type schemes > find your project > click Edit.
  4. Drag and drop the initiative issue type to the issue types for your project.
  5. In your plan, click Settings > Hierarchy configuration.
  6. Click + Create Level and create the new initiative level. Make sure to map the initiative issue type to it.

  7. Click Save changes.

  8. If your team doesn't want to see the initiatives in your Jira Software board, you can configure the board filter to exclude initiatives from the board. You can then create a new filter that only includes the initiatives, and then add that as an extra source to your plan.

  9. Connect your plan to both the project holding your initiatives, as well as the other projects or boards containing epics and stories.

Last modified on Oct 27, 2020

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