10X: Field Dictionary for Epic Creation

The table below presents the primary fields used to create an epic in Jira Align, along with their meanings, field types, and allowable values: 

* - field can be managed using Details Panels Settings 

Data Field Required/Optional Description/Purpose Field Type Values/Validations
Title Required The epic's name. Text Free-form- 256 Ch var/char
Description Required The epic's description. Text Free-form - 2000 ch var/char
State Required Indicates where in the development process the epic is. Rigid hierarchy is required as this drives many reports and workflows in Jira Align.  Drop-down System-defined:
-Not Started
-In Progress
Type Required Used to indicate the "type" of requirement (business, architecture, enabler, non-functional). Drop-down

-Non Functional

MVP Optional*  Indicates if the epic is a part of the minimum viable product. This option is critical for optimal flow and impact. Drop-down Yes or No
Contained In Optional Shows the parent theme of the epic. Clicking the parent theme opens its slide-out details panel. Link Link to parent theme
Primary Program Required Primary program responsible for the delivery of the epic. Primary program is required to drive most reports in Jira Align. Click the plus sign to add additional programs to the epic. Drop-down Programs listed by their associated portfolios
Owner Optional* The person ultimately responsible for the end delivery of the epic. Drop-down Users in system
Theme Required if configured to use themes* Associates the epic with a higher-level work object that is intended to span many epics and Pis, if not years. Drop-down Themes are added at portfolio level. To be included in the drop-down, the theme must be created.
Program Increments Optional* Assigns the epic to the program increment(s) that it is intended for development in. Eligible PIs appear for selection after the user selects a primary program. Multi-select All available PIs that are associated with the selected program are included
Dates: Portfolio Ask Required* The date that the requestor (business) would like the epic to be delivered. Not related to the planned or target delivery date by the development organization. Date Any date
Dates: Start/Initiation Required* The target date that the development team intends to begin work on the project. Primarily used for waterfall-style projects. Not tied to the actual work objects and the sprints/PIs they are associated to. Date Must be before Target Completion date
Dates: Target Completion Optional* The target date that the development team intends to complete work on the project. Primarily used for waterfall-style projects. Not tied to the actual work objects and the sprints/PIs they are associated to. Date Must be after Start/Initiation
Lock/Reset Optional When you click Lock next to the dates, the dates are saved. Links When locked, dates are saved; click Unlock to set new dates
Report Color Optional Color for reporting purposes. Palette Standard color palette with RGB settings
Developmental Step Optional* Populated from the Value Stream for the relevant PI. Appears only after a PI is selected (so system knows which process steps to fill in). Drop-down Steps in value stream as defined in value stream associated with the relevant portfolio
Team Week Estimate / T-Shirt / WSJF/ Points Optional* User-defined estimate of the effort required to complete the epic. Varies Varies
Estimated Story Points Optional* Estimated story points total required to complete the epic. Number entry Any number
Tags Optional* When desired categorization is not provided, allows the user to tag/label epic with any free form item for use in filtering reports. Text Any
Member Week Budget Optional* The number of member weeks allotted for the epic to be completed. Number entry Any number
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