youngmon/atlassian-qna huggingface dataset:
Once disabled I cannot re-enable the new Planning Interface for any of my Plans in Portfolio 3.0
Asked by Brendan Byers:

We've just recently upgraded Portfolio to 3.9 from 2.21.

We found that none of our existing plans could be upgraded to the new interface.

While we couldn't find any documentation to corroborate, we thought this was intentional and that we had to build new plans from scratch.

After doing so we reverted one of the plans to the 2.0 so we could look at some of the old reports and now we are unable to re-enable the 3.x interface.

Is there a setting that's needed to move between the two?  

Documentation suggests this isn't by design.

Thank you


Answers:
author: Earl McCutcheon
body: Hi Brendan,

When looking at the plan configurations page for a Live Plan you should see the option to enable the new planning experience under the op configuration option like the following screenshot:

![Screen Shot 2019-09-04 at 2.33.11 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/65180iC664EB39B6A8A86F/image-dimensions/306x134?v=v2 "Screen Shot 2019-09-04 at 2.33.11 PM.png")

What is this screen looking like for you?

Regardless, the option should be there but would be greyed out if your Portfolio global permission settings were set to Viewer as covered [here](https://confluence.atlassian.com/jiraportfolioserver/permissions-in-portfolio-for-jira-934719058.html), and you would need Portfolio Restricted User or higher to enable the new experience.

However if it's not the global permission, I would expect something failed during the upgrade to 3.9, check the logging to see if there are any explicit errors during the upgrade window for portfolio, and I can take a closer look.

Regards,  
Earl

comments: author: Brendan Byers
body: Hi Earl,

The option wasn't appearing at all:

![missing option.png](https://community.atlassian.com/t5/image/serverpage/image-id/65195i8BE4699A8C07D5B3/image-size/large?v=v2&px=999 "missing option.png")

However support was able to direct me to this KB article when trying to address a separate issue:  
<https://confluence.atlassian.com/jirakb/portfolio-fails-to-save-auto-schedule-changes-972333167.html>

Following the steps suggested there, appears to have resolved the issue.

Thanks


Tags: advanced-roadmaps
Progress on JIRA Kanban cards
Asked by Jessica Wooke:

Is there a way to show the % Progress on a Kanban board card? We have the Portfolio configuration in place where an issue has child issues, progress is calculated as follows:

**Progress = Number of resolved child issues / Total number of child issues**


Answers:
author: Jean-Th?o _Adaptavist_
body: Hello Jessica,

I don't believe there is a way to do this out of the box, but it quite easy to achieve using scriptrunner.

You can simply add a scripted field and associate it with your board card. The script would be something like :

```
import com.atlassian.jira.component.ComponentAccessor
import com.atlassian.jira.config.SubTaskManager

SubTaskManager subTaskManager = ComponentAccessor.getSubTaskManager();
Collection subTasks = issue.getSubTaskObjects();

def customFieldManager = ComponentAccessor.getCustomFieldManager();
def customField = customFieldManager.getCustomFieldObjectByName("<Custom Field Name>");
def sum = 0;
def total = 0;

for (currIssue in subTasks)
    total++;
    if (currIssue.getStatusObject().getName() == "<Closed or resolved status>")
        sum ++;

return (sum/total)
```

I did not test the code, but I started from a script I found here : <https://community.atlassian.com/t5/Jira-questions/Scriptrunner-Scripted-field-to-sum-fields-of-child-tasks/qaq-p/879628>  

Let me know if you need further help!

Best regards,

JT


Tags: advanced-roadmaps

card

progress
When Portfolio For Jira 3.0 will be available for Cloud version??
Asked by Alan Maggi:

When Portfolio For Jira 3.0 will be available for Cloud version?

Is Atlassian considering this?


Answers:
author: Johan Soetens _Dumblefy_
body: Hello Alan,

Portfolio for Jira is *currently* targeted at self-hosted Jira environments.

At Summit 2019, Atlassian introduced the new planning solution on Jira Software Cloud's next-gen templates. The interesting planning features are planned to be bundled into the new Cloud Premium offering.

Atlassian recommended Portfolio Cloud for customers on Classic templates and Premium for customers on next-gen templates.

I'd refer to the [Jira Software Cloud Premium Roadmap](https://confluence.atlassian.com/jirasoftwarecloud/premium-roadmap-features-968680505.html) but it seems to be down for the moment.

Alan, I suggest waiting until [Atlassian Open](https://www.atlassian.com/company/events/open) (in about 10 days) for hopefully more news on this.


Tags: advanced-roadmaps

cloud
How is overload calculated?
Asked by Louise Nielsen:

Hi,

How is overload calculated?

![Capture5.PNG](/t5/image/serverpage/image-id/64792i9A3816AED47AD82C/image-size/large?v=v2&px=999 "Capture5.PNG")

Is it the teams capacity in the 23 extra days?

Regards

Louise


Answers:
author: Earl McCutcheon
body: Hello Louise,

That view in question from your screenshot, is the [Release report](https://confluence.atlassian.com/jiraportfoliocloud/using-the-releases-report-828785336.html). The release is scheduled to end in another 23 days because the work assigned to a release is larger than the available team capacity, and this makes the release turn red.

In this release report view, the capacity is calculated using the team's velocity and the scheduled work for the release. For example, the team can finish a maximum of 30 story points in each sprint, the capacity will be overloaded if the work assigned to a release that has a fixed end date sometime in the next sprint are estimated more than 30 story points.

Some additional details on the settings can be seen in:

* [Portfolio colors and symbols reference guide](https://confluence.atlassian.com/jiraportfoliocloud/portfolio-colors-and-symbols-reference-guide-943546543.html)
* [The child pages of: Scheduling and timeline](https://confluence.atlassian.com/jiraportfoliocloud/scheduling-and-timeline-828785384.html)
  * Primarily the page [Using the capacity view](https://confluence.atlassian.com/jiraportfoliocloud/using-the-capacity-view-828785430.html)
* [Configuring team settings](https://confluence.atlassian.com/jiraportfoliocloud/configuring-team-settings-828785279.html)

Regards,  
Earl


Tags: advanced-roadmaps
Jira Portfolio shows warning when due date = target end after update
Asked by jbeg:

After updating Portfolio to 3.9.0 all issues are showing a warning when the due date is the same as the target end. Is there anyway to fix this? All our planned issues are now shown with a warning...

Steps to recreate:

* Create Issue
* Set due date
* In Portfolio set target end the same as due date
* issue is shown with a warning

Even the tooltip suggest to set the due date to before or the same as the target end.


Answers:
author: Dave
body: I'm a team leader for Jira for Portfolio Server. Thanks for raising this issue, this looks like a regression in our functionality and I've raised internal issue to fix this problem. Unfortunately I can't commit to a future version when this problem will be resolved.

Regards,

Dave


author: Andrew Bain
body: I am having the exact same issue.


author: Wing Yee Lee
body: We have the same issue. The warning remained even I changed the due date to be earlier than the target end date.

comments: author: Dave
body: If the due date is earlier than the target date than that definitely should show a warning.

The due date should be considered as the date the issue absolutely must be resolved by. You can have a target date that indicates the issue will be resolved before the due date, but if you're targeting to resolve an issue after it's due date then you'd expect a warning.

The issue with the due date with a matching target date resulting in a warning will be resolved in the next release of Portfolio (3.12.0).


author: Wing Yee Lee
body: Thank you Dave. Your explanation helps me a lot. Great to know about the ETA of the warning issue too.


Tags: advanced-roadmaps
Change Epic to On-Going once a task started
Asked by Avi Kosta:

Dear Team,

I've created Epic with tasks and sub tasks inside it.

I would like to know how it is possible to change Epic status automaticly to 'On Going' once a task/sub-task under that Epic started.

Thanks.


Answers:
author: David Laperle
body: Third Party addon like ScriptRunner or Automation can help you on those type of tasks. This is not something JIRA is offering out-of-the-box.

If you're looking at only doing this type of thing, Automation is a better choice in my opinion. While ScriptRunner offers a very wide range of other features like JQL functions and custom coding.


Tags: advanced-roadmaps
Portfolio pulling in all tickets and not just the selected fixversion tickets
Asked by Tyler Berard:

When I set up a plan, choose my boards, and then select fixversion, the plan still pulls in tickets that don't even have a fixversion. When I go into the settings to select the releases, all of the available releases are selected. Changing this does nothing, and going back to settings shows that all of the releases are selected again.

I thought portfolio only pulls issues from each board that have the selected fixversion?

If I deselect ALL fixversions, it's still pulling in issues....

Thanks!


Answers:
author: Earl McCutcheon
body: Hello Tyler,

During the plan creation selecting the issue sources If you de-select a specific release, then any issues associated with that specific release will be [automatically excluded](https://confluence.atlassian.com/jiraportfoliocloud/excluding-releases-from-your-plan-828785323.html) from your plan, but issues without a fix version are included so that the issues can be included in either the current or a future release that does not yet exist for planning purposes.

Additionally if you add an issue without a fix version to a release that was previously excluded then the issue will be removed from the plan by being added to the excluded issues.

Regards,  
Earl

comments: author: Tyler Berard
body: Thanks. This helps and makes a lot of sense; however, the issue of deselected versions when configuring issues sources and then having those same versions re-selected when going back to this setting is frustrating. Any work-arounds for this or is this expected behaviour?


author: Savitha Gurumoorthy
body: We are facing same issue. Excluded releases keep getting added back if we add additional issue sources. Is this fixed?


Tags: advanced-roadmaps
Issues showing up in portfolio without selection
Asked by Michael Mramor:

Hi there,

i've setup a plan where i imported 2 JQL queries as they are business projects. in addition to that i've also taken 2 boards of our development teams as source because i wanted to schedule the stories into the real sprints.

with this second source ( the 2 boards ) i am getting a lot of other issues imported which i actually do not want to see on my scope, but i've definitely selected only this 2 feature epics which include the 2 business projects.

All of the additional issues are in status done, so not influencing my plan, but the big question is why they are there?

thanks a lot for your support on this.

cheers, Mike


Answers:
author: Earl McCutcheon
body: Hi Michael,

Depending on the plan view there are a few different locations to look at when complete issues are displayed on a plan. so first are you looking at the Plan in the Live plan view or the [New experience view](https://confluence.atlassian.com/jiraportfolioserver/overview-952623567.html) to narrow down the cause.

But a few things to check right off the bat would be on Live plan view, Check what [the *Completion date*](https://confluence.atlassian.com/jiraportfolioserver/tracking-progress-and-status-814212695.html)[filter](https://confluence.atlassian.com/jiraportfolioserver/tracking-progress-and-status-814212695.html) has for its timeframe, see if it is a custom range including done issues for a long period, or if it is set to beginning of current sprint check if there is a long running open sprint that would cover the time period of the included complete issues.

In the both live plans and the new experience view for the plan, if the Completed issue has an incomplete child issue, i.e. Story is done but sub task is open, the issue will still be shown.

Also check to verify that the Issues in the done status have a resolution set, as you may be running into the scenario described here: ["Resolved issues appearing in Open issues filters"](https://confluence.atlassian.com/jirakb/resolved-issues-appearing-in-open-issues-filters-696386344.html)

Regards,  
Earl

comments: author: Michael Mramor
body: Hi Earl,

they are showing up on both views, the live plan view as well as the New experience view.

the completion date filter is set to the default which means completed within the last 30 days

they do not have any child issues as you can see from the screenshot.

But the big question to me is, why they are showing up if i do not have selected them in the scope selection when i create the plan?  
i would expect that issues which are completed within the last 30days within the selected scope would be still visible but not any other item which has no relation to the selection, isn't it?

cheers, MIke![Bildschirmfoto 2019-09-10 um 07.54.20.png](https://community.atlassian.com/t5/image/serverpage/image-id/65636iA83BF3E389CB02F7/image-size/large?v=v2&px=999 "Bildschirmfoto 2019-09-10 um 07.54.20.png")


Tags: advanced-roadmaps

scope
where is the "View settings" ? cant fine it ..
Asked by batel.h:

where is the "View settings" ? cant fine it ..


Answers:
author: Fahad Siddiqui
body: Dear Batel,

can you please explain more.

comments: author: batel.h
body: I want to add color to some label and I read the following JIRA explanation :

**To set colors for a label in a plan:**

1. In the roadmap view of the plan, click **View settings**.
2. From the 'Color by' menu, choose **Label**. The options for label colors will be displayed.

but I cant find the "view setting"


author: Fahad Siddiqui
body: Even i am unable to find the same option. Here you can do one thing provide your comments on below Was this helpful? May be you will get your answer.


author: Ingo Schalk-Schupp
body: Sorry, I keep reading "your plan". Am I on the wrong track here? I am trying to find a timeline or roadmap feature in Jira. What is a plan (ungoogleable)?


Tags: advanced-roadmaps
Is there a best practice for number of levels of hierarchy in portfolio?
Asked by Bamini Subramanian:

I am trying to understand how this community is using different hierarchy levels in portfolio and how the different levels are defined. I am trying to implement portfolio management and wanted some guidance on how the different levels are used by portfolio, program and teams.


Answers:
author: Inactive Stephen
body: Hi [@Bamini Subramanian](/t5/user/viewprofilepage/user-id/3211653)

I would advise you create the number of levels necessary to visualise your organisation's Portfolio.

There are going to be lots of great suggestions on the right number of levels - but what you have to remember is Jira isn't mapping your organisation's work structure - you should apply it to Jira / Portfolio to get you the best view of your own data.

One of the most common methods I've used is:

* **Initiative:** Project-level - an objective or goal, often multi-year in size
* **Feature:** A sizeable chunk of work, with isolated value that can be delivered at completion
* Epic / Story / Sub-task

comments: author: Bamini Subramanian
body: Thank you for responding, and I have taken your advise to look more closely at the organisation's structure and needs. We have landed on Theme, Initiative and Feature. Of course it is going to be evolving, but it is a start.


Tags: advanced-roadmaps
What's the downside to not putting Initiatives in a dedicated JIRA project?
Asked by Jim Constant:

I'm getting started with Portfolio for JIRA and plan to create an Initiative hierarchy level because we do work on initiatives that span multiple teams. The documentation says you can create an Initiative issue in your project to live amongst your epics and stories, but Atlassian recommends (or at least strongly suggests) you consider creating a separate project for your Initiatives.

Intuitively, the separate project makes sense to me so I'm inclined to do that. However, not everybody on my team agrees.

What's the case for ***not*** creating a separate project for the Initiatives? Or, asked another way, what's the downside to not having a separate project for Initiatives and instead, putting them in your project


Answers:
author: Inactive Stephen
body: Hi [@Jim Constant](/t5/user/viewprofilepage/user-id/502431)

I see this as a best practice - depending on the definition of Initiatives within your organisation.

Initiatives are often designed as the largest piece of work - an objective or goal which could span multiple projects and teams all working towards a common goal. Because this Initiative might be at a high level (Program or Portfolio) - you might want to restrict who can edit, transition, move - or even see - the Initiatives.

Having them in a separate project makes it simpler to manage access / edit rights to them. You could also restrict delivery projects from creating Initiatives using issue schemes - to avoid unnecessary clutter being created in lots of projects.

Could you just create Initiatives in your own projects? Sure, but so long as in the most part, you're happy for users with access to it to be able to do as much in your Initiatives as they do in your Stories.


Tags: advanced-roadmaps

initiative
Trello Package Selection
Asked by PMA Mid Michigan:

I have submitted 3 help tickets to have someone reach out to me prior to my premium free trial being up and I now have 3 days until it expires. I am not sure what the best package is for me and I don't know if I am utilizing the Trello platform in the best way for what I am needing it for. I am trying to connect with a Trello/Atlassian rep who can help guide me and answer questions before my trial ends this week so I don't lose my boards.


Answers:
author: Dreamsuite Mike
body: Hi [@PMA Mid Michigan](/t5/user/viewprofilepage/user-id/5491233)

Trello/Atlassian support are incredibly busy at the moment so there seems to be a delay in responding to tickets. I know they are busy trying to clear the backlog, however submitting 3 tickets for the same issue is only going to increase that so I recommend in the future:

1. Submit 1 ticket
2. You should receive an automated reply with a link to the ticket, use that to put updates chasing it
3. If you have no luck, jump on here and one of the friendly community leaders can draw attention to your lack of support with the Atlassian team

Please share the ticket number with me and I'll share with the team...

**Trello Subscription**

There is soooooooo much content regarding the change on here from Atlassian, [@Brittany Joiner](/t5/user/viewprofilepage/user-id/1692248) and myself, looking at that will be far more helpful than contacting support. Here are some starting points

[https://community.atlassian.com/t5/forums/searchpage/tab/message?advanced=false\&allow_punctuation=false\&q=trello-workspace-limits](https://community.atlassian.com/t5/forums/searchpage/tab/message?advanced=false&allow_punctuation=false&q=trello-workspace-limits)   

However, my advice from the little info I have is that if you were happy with Trello Free before, than you don't need any more than Trello Standard...


Tags: customer-service

premium
Creat an account and developed a board under wrong e-mail
Asked by Rebecca Moura:

Hello,

I've created a very important board under a wrong e-mail.

Forgot the password, and now I cant look in.

Can someone help me?

Its not possible to verify my e-mail do remember the password, because it doesnt exist!


Answers:
author: Alex W
body: Hi [@Rebecca Moura](/t5/user/viewprofilepage/user-id/5491229) - welcome to the Community.

Unfortunately, if you've created your account with the wrong email, we can't change this. The only way to change the email of an account is to be logged into it. If you are still logged in, you can change your email at <https://id.atlassian.com/manage-profile/email>

If you're not logged in, and logging in requests a confirmation email, you won't be able to log in unless you find a way to access the incorrect email address and get the confirmation email.

I recommend if you're not able to log in and change your email, that you start afresh with a new account in Trello. You can sign up again with the correct address at <https://trello.com/signup>

The account with the incorrect email address will stay active but be inaccessible.
difference between deactivating users VS removing user from the enterprise account ?
Asked by Pranesh Pokale:

Hi Trello team,

I would like to understand the differing between the deactivating user and removing use from the enterprise account .

Can claim back the user once it removed from the enterprise account if yes how ?


Answers:
author: Fadoua
body: [@Pranesh Pokale](/t5/user/viewprofilepage/user-id/4103837)

A deactivated user should never count toward your licenses.

The reason we keep a deactivated user is for history purposes and also to don't break any subscriptions if any user his/her name.

<https://support.atlassian.com/jira-cloud-administration/docs/deactivate-or-delete-managed-accounts/>

Best,

Fadoua

comments: author: Dave Rosenlund _Trundl_
body: Hi, [@Pranesh Pokale](/t5/user/viewprofilepage/user-id/4103837). I agree with [@Fadoua](/t5/user/viewprofilepage/user-id/655791) if we are talking about Jira. After all, you posted your question in the Jira/Questions group.

However, your salutation says, "Hi Trello team."

Is your question about Trello or Jira? The answer might be different, and the link to the related documentation would be different if we were talking about Trello.


author: Fadoua
body: [@Dave Rosenlund _Trundl_](/t5/user/viewprofilepage/user-id/1164057) good catch! Thanks!


author: Pranesh Pokale
body: [@Dave Rosenlund _Trundl_](/t5/user/viewprofilepage/user-id/1164057) thanks for the reply the question i about Trello


author: Fadoua
body: [@Pranesh Pokale](/t5/user/viewprofilepage/user-id/4103837) if you can please confirm if this is about Trello or Jira? You posted the question in Jira which is not a big problem it can be moved .

Here is a link to Trello <https://trello.com/guide/enterprise/admins-dashboard#view-and-manage-team-members-and-guests>

Best,

Fadoua

comments: author: Pranesh Pokale
body: Thanks for reply [@Fadoua](/t5/user/viewprofilepage/user-id/655791) The question is about the Trello.


author: Dave Rosenlund _Trundl_
body: And it's now in the Trello area of the community ?

Hopefully, you'll get the right eyeballs on this now, [@Pranesh Pokale](/t5/user/viewprofilepage/user-id/4103837) (I'm a Jira/Confluence user. Sorry.) Hopefully, a seasoned Trello person will speak up now.

-dave


author: Fadoua
body: lol same here not a Trello expert. Best of luck [@Pranesh Pokale](/t5/user/viewprofilepage/user-id/4103837) !


Tags: cloud