Report of the Benefit Plan data of (x) Epics

[chrisDhere]

Has anyone ever been able to run a report with source as the Epic table to pull in the Benefit Plan data for a given set of Epics?  Or do the same with a set of Demands using the Demand table?  I can't seem to find the link this way.  Starting the opposite way, with the Benefit Plan table, you can of course see the Epics as the "work."  However, I can't solve the issue of using one report to pull Benefit Plan data based on a set of Epics meeting a certain criterion (a data range or having features in a particular Program Increment (PI) or having a particular owner, for example.)  Thank you!

[Namita Mishra]

Hi @chrisDhere ,

You can create a monetary benefit plan for an epic by using the 'Benefit' view of the epic.

Refer the screenshots below:

1. Login as Product owner or scrum master

2. Select the required epic

3. Change the view to 'Benefit'

 

4. Then create a monetary benefit plan.

 

 

More details, refer this link

Hope this answers the question, if yes, please mark this as correct answer, .

Thanks,

Namita Mishra

[chrisDhere]

Hi , I understand how to create a benefit plan.  That is not the question.

[Dhiren Aghera]

@chrisDhere You can use the benefit plan (benefit_plan) table where all the benefit plans created against a work item are stored. You can filter by Demand/Project/Epic and report it accordingly.

[chrisDhere]

Thank you for the replies.  As I mentioned in the question, I understand and make use of the Benefit Plan table (benefit plan).  and I understand the suggestions.  What is cannot do is filter for Benefit Blans (in the benefit Plan table) based upon traits of the Epics' features, such as the Program Increment, for example.  I see how Epic (or Project or Demand) can be brought in as "work".  The task is to walk back from a Feature to its parent Epic to the parent Epic's  Benefit Plan data.  No one on my team has ever found a way to do this expect filtering for your relevant Epics in one report and then pasting ("batching") these numbers into the filters while using a report with benefit_plan as th data source.