RELATED IDEAS
Extract roll-up initiative information from different level
We have organized our Aha! products as follow:
- Product Line
- Sub-Product Line
- Products
- Products
- Sub-Product Line
At the “Products” level, we create features which are either tied to an initiative at:
- The “Products” level
- The “Sub-Product Line” level
Each initiative at the “Products” or “Sub-Product Line” rolls up to initiatives at the “Product Line” level.
We are trying to extract information from Aha! with a list report to extract all features estimates alongside information of the initiatives at the “Product Line” level.
Indeed when building our list report, as much as we can extract the “roll up to initiative” from the initiative the feature links to, we cannot extract information from that roll up to initiative (i.e. information from the initiative at the “Product Line” level).
Basically, we want to access any field (like the “Program Code”) field from the roll up to initiative.
Today we need to manually copy this field from the roll up to initiative (Product Line level) to the initiative (Products or Sub-Product Line) to be able to extract it.
As much as hierarchy allows to do this, there is no easy to export to excel and to extract the information for computation.
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ADMIN RESPONSEOct 28, 2022
You can now add additional levels of roll-up goals and initiatives and include fields from these roll-up records in reports. Try it out by creating a list report and adding Initiative then Roll-up initiative 1 as a related record.
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As a Product Leader, responsible for a key strategic objective, I need to be able to see all Features planned in support of my objective.
I leverage a product line Goal to create the Strategic objective, with Product Line Initiatives in support of that objective. I allow an optional additional layer of child Initiatives that my teams may need to manage their own reporting, which roll up to the Product Line Initiatives. In this use of the strategic layers in Aha, I no longer have a uniform view of my Strategic Objectives roadmap.
I would like to produce a pivot report containing all features grouped by the product line initiative they are linked to, whether they are linked directly to that initiative or they are linked to a lower level initiative that rolls up to the product line initiative.
I would like the ability to filter on the Goal of the Initiative and the Goal of the Roll Up to Initiative on the Initiative in the same query. For example: Initiative A Rolls Up to Initiative B. Initiative B maps to Goal Y. Initiative C maps to Goal Y. I would like to create a view that shows all Features in support of Goal Y, which include all Features in Initiatives A, B, & C.
This is needed for large organizations that need to show multiple levels of strategy at once to a stakeholder audience. Currently you're limited to show just the parent record's name. If a user could add multiple, relative instances of a record type on the edit data screen, a user could bring in the parent record fields or even the grandparent's name. I included a mockup of how this might appear on the edit data screen.
I'd like to leverage this during higher level strategy reporting where I still want to show releases, but I want them to map up a few levels, and then I also want to show artifacts related to the skip levels.
I have the same request. We need to roll-up lower-tiered features that are linked up to higher tier initiative into a pivot report. I want to display feature details at the natural business unit initiative level. My request essentially merges a hierarchy report and a pivot report.
We have basically the same requirement. top level product lines are used to aggregate portfolio level Initiatives, which might have one or more sub-product lines which roll up.
Essentially if you could select Roll up Entity in the Add records related to Entity menu the same way as you link say Product to Initiative, you would have everything you need.
Thank you for the feedback ADMIN but as mentioned in the original post, we are aware of Hierarchy reports but these cannot be easily exported or extracted to Excel.