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What is Advanced Roadmaps?

(supported since Better Excel Exporter 4.2.0)

Advanced Roadmaps (formerly called Portfolio for Jira) is Atlassian's Project Portfolio Management (PPM) solution, an agile roadmapping and project planning app for Jira Software.

Advanced Roadmaps integration features

  • You can export the Advanced Roadmaps-managed custom field types like Original story points, Parent Link, Team, Target start and Target end, to Excel.

(Need more features? Tell us in a support ticket!)

Advanced Roadmaps integration vs. the Advanced Roadmaps built-in Excel exports

You may want to ask: if Advanced Roadmaps has a built-in Excel export feature, why would you use another app for the same?

While the Advanced Roadmaps built-in Excel exports may be sufficient for basic use cases, the Better Excel Exporter integration is more powerful in, at least, these:

If any of these are important for you, give it a try.

Tutorial video

The Better Excel Exporter app enables exporting the portfolio items (which are issues themselves) to customizable Excel spreadsheets for reporting purposes:

Advanced Roadmaps Excel export samples

Advanced Roadmaps plan scope

This sample is the Excel export of a plan built with Advanced Roadmaps for Jira, including Initiative, Story and Task type work items (issues). It is exported from the Issue Navigator using a custom column configuration, which includes all Advanced Roadmaps-managed custom fields plus Epic Link.

jira-portfolio-export.xlsx

Advanced Roadmaps plan report

Create custom Excel reports from Advanced Roadmaps for Jira data. This example compares the logged hours and estimated hours to calculate a progress rate by Initiative (the highest issue level in our example).

jira-portfolio-report.xlsx

Advanced Roadmaps resource cost report

Similarly to the previous example, you can build a project- or resource cost report in Excel. In this one, we exported the dollar value of the work performed per team for each epic, and used the Excel pivot chart feature to automatically visualize the resulted Resource Cost Report.

jira-portfolio-report.xlsx

Configuration

Exporting Advanced Roadmaps custom fields

There is nothing to do. Better Excel Exporter will automatically recognize the Advanced Roadmaps-managed fields and export them accordingly.

Exporting issues in an Advanced Roadmaps program

Advanced Roadmaps for Jira offers several JQL functions to find issues in a program, in a plan, by parent, by child, etc. Use these JQL functions in the Issue Navigator to search for the issues to export, apply your preferred sorting, then export the result using Better Excel Exporter.

To search for the issues in an Advanced Roadmaps program, use this JQL:

issuekey in issuesInProgram(12)

where "12" is the program's ID. To learn its ID, open the program, and you will see the ID in the page URL (in the browser's address bar).

Exporting issues in an Advanced Roadmaps plan

To search for the issues in an Advanced Roadmaps plan, use this JQL:

issuekey in issuesInPlan(34)

where "34" is the plan's ID. To learn its ID, open the plan, and you will see the ID in the page URL (in the browser's address bar).

Exporting issues within the hierarchy, by team and by target dates

Similarly to the use cases discussed in the previous sections, you can use JQL to search for:

  • the issues linked via the Parent Link custom field
  • the parents of issues
  • the children of issues
  • the issues assigned to a team
  • the issues that have target start- and target end dates

See the Advanced Roadmaps documentation for examples.

Learn more about Advanced Roadmaps