youngmon/atlassian-qna huggingface dataset:
Guys Please help Tracking Status Movements.
Asked by Ore Akindele:

Hi,

Is it possible to track movements of Tickets in Jira like the below.

Progress

* To testing
* To Done
* To change control.

Removed

* Deleted/Declined
* Backlog

NO Movement

* Ready for Dev To Ready for Dev
* Review to Review.

I basically want to see how many tickets moved from Progress to Testing last week for example. something like that.

help please.


Answers:
author: mamer_atlassian
body: Hello Ore,

Have a look at the below discussion:

* <https://community.atlassian.com/t5/Jira-questions/How-to-write-a-JQL-to-find-issues-status-changed-on-Last-week/qaq-p/231919>

For the example you mentioned, you may try:

```
status CHANGED FROM "Progress" TO "Testing" AFTER -1w
```

You can combine multiple queries if you want with AND and OR,

```
(status CHANGED FROM "To Do" TO "Done" AFTER -1w)? OR (status CHANGED FROM "In Progress" TO "Done" AFTER -1w)
```

Cheers,

Muaamar Amer


Tags: advanced-roadmaps
How to add epics to an initiative using the python API
Asked by Kai Franke:

I am using portfolio and would like to automatically assign epics to an initiative using the python API. I only found a function to add issues to an epic:

<https://jira.readthedocs.io/en/master/api.html#jira.JIRA.add_issues_to_epic>

To me it looks like I can only do that directly from portfolio

Can anybody help?


Answers:
author: Shannon S
body: Hi Kai,

There are GET calls that can pull that information using the parent link field, but there's not an option to update that yet. We are currently working on endpoints for Portfolio in this feature request:

* [JPOSERVER-2322](https://jira.atlassian.com/browse/JPOSERVER-2322) ***Portfolio API V.2***

Any existing POST API endpoints are experimental at this time.

I hope that clarifies things but do let us know if you have any questions.

Regards,

Shannon


Tags: advanced-roadmaps

api

atl-adm
Portfolio for JIRA : Theme is not cascaded to the new created US stories
Asked by amine benali:

Hello Team,

When an Epic is tagged by a "Theme" in Portfolio, all the existing US are tagged with the same Theme. GOOD

However, all the new created US after this tagging, will not inherit the "Theme".

is there a way to achieve this ?


Answers:
author: Thomas
body: Hi [@amine benali](/t5/user/viewprofilepage/user-id/1180477),

Portfolio does not currently allow you to automatically set Themes on issues based on their parent's Theme. You can still re-select the Theme on the parent to set the value on all the children.

Feel free to raise a feature suggestion on our public [Jira instance](https://jira.atlassian.com/secure) and describe your use case.

Cheers,

Thomas


Tags: advanced-roadmaps
Jira Portfolio does not import assignee on 'done' issues
Asked by Marcin Paradowski:

When i create a new plan and import data from Jira, the information about assigned team member is not set when story is marked as done.

This it how it works or am i missing something?

**Scheduling options**   
Assignee import level: Sub-task  
Maximum assignees per story: not set  
All other options: on


Answers:
author: Thomas
body: Hi [@Marcin Paradowski](/t5/user/viewprofilepage/user-id/642097),

Your understanding is correct, Portfolio will not import the assignee on closed issues.

The reason is that the assignee import happens when Portfolio calculates the optimal way to resolve an issue (Who should work on it and when), if the issue is already resolved then nothing will be calculated for it!

Cheers,

Thomas


Tags: advanced-roadmaps
Porfolio: How can you exclude specific issue types for the Portfolio default estimate configuration?
Asked by Savio Neville Spiteri:

We estimate using story points and I've configured a default estimate of 1 point for stories in the scheduling options. Our backlog is composed of epics, stories and tasks. i would like this to apply only to stories. I would like this configuration to apply to stories but not to tasks, since it does not make sense to put story points against specific tasks in our case. Can this be done?


Answers:
author: Ruslan Prakapchuk
body: Hello [@Savio Neville Spiteri](/t5/user/viewprofilepage/user-id/1914557),

it's not possible to selectively apply default estimate in Portfolio. You can put a feature suggestion at <https://jira.atlassian.com/secure/Dashboard.jspa>

----  

Portfolio for Jira Server team


Tags: advanced-roadmaps
Assign issues to calculated sprints in jira not working
Asked by jo-ma:

Hi,

I use Portfolio 2.17. We have calculated fix versions and calculated sprints on most of our stories and epics.

We want to propagate this back to jira. I followed the "Assigning issues to sprints": <https://confluence.atlassian.com/jiraportfoliocloud/assigning-issues-to-sprints-828785264.html>

From Scope view: I see I can manually re-select the calculated sprint value. This is a high effort for each and every story or epic. Seems not to be practical.

From Timeline view:

The sprint is in jira, issue as well. Each story is only in one sprint, issues are not already assigned to sprint, calculate is done etc.

If I click in the timeline to the sprint, I can see the statistic free capacity, planned capacity, capacity utilization, but I can't see the assign 2 calculated issues.


Answers:
author: Glen Schumacher
body: Hello, I had this same problem. You need to have the schedule settings (the little gear icon in the upper right corner) set to group by team or person. You should be able to sync back to JIRA then. I have no idea why this is needed, but it works!


Tags: advanced-roadmaps
Can multiple issuetypes exist at the same level in a Portfolio hierarchy?
Asked by Brendan Andrews:

I don't have access to it but we are considering it.

I'm thinking specifically of:

* Can tasks exist at the same level as stories?
* How do bugs fit into the scope of an initiative - is it through linkage to stories or epics?


Answers:
author: Clare
body: Hi Brendan,

Yes, you can have multiple issue types at the same hierarchy level in Portfolio. Check out the documentation [here](https://confluence.atlassian.com/jiraportfolioserver/configuring-initiatives-and-other-hierarchy-levels-802170489.html). The "Mapping Jira issue types to Portfolio for Jira levels" section at the bottom of the page should be useful to you.

How bugs fit into the scope of an initiative will depend on your hierarchy configuration. For example, if you have bugs configured to be at story level, they will fit underneath Epic level issues, which will fit underneath Initiative level issues. Issues at different hierarchy levels can be linked via the Parent Link field or the Epic Link field.

Cheers,

Clare and the Portfolio for Jira Server team

comments: author: Brendan Andrews
body: That's helpful, thank you Clare!

As a follow-up, how do bugs affect the view of completion of initiatives in Portfolio? Where the stories are complete but there are a few dozen bugs unestimated.


author: Clare
body: Hi Brendan,

Bugs will affect the completion in the same way that other issues at the story level do. Unestimated items shouldn't affect the completion of initiatives, regardless of what issue type they are.

Hope that helps :)


author: Anuradha Madhyani
body: For Advanced Roadmaps, in the new interface. Please follow below steps to add multiple issue types as the same level:

- Go to Advanced Roadmap Hierarchy Configuration screen from Settings under Plans menu.

- Select the level at which you need to add the issue type, if adding to an existing hierarchy.

- The list is multi-select, choose the additional issue type.

- Click save changes.

comments: author: Sylvain Baron
body: On Jira Cloud, it is only possible to configure one single child not multiple issue types from the Issue type hierarchy setting:  

![Screenshot 2023-01-19 at 13.36.25.png](https://community.atlassian.com/t5/image/serverpage/image-id/235305iCBDB9B7EA18C120B/image-size/large?v=v2&px=999 "Screenshot 2023-01-19 at 13.36.25.png")


Tags: advanced-roadmaps
How to save columns in scope view
Asked by Roman Dultsin:

Is there a way to save columns in the scope view of a plan? The documentation doesn't seem to mention it: <https://confluence.atlassian.com/jiraportfolioserver/configuring-the-scope-view-802170531.html>


Answers:
author: Bernardo
body: Same question here, hope is possible, if not, then UX pretty poor


Tags: advanced-roadmaps
Portfolio won't allow dynamic release date
Asked by Thomas Fraser:

I have a project that originally have 5 release dates.

The release dates were incorrect. I tried to set fixed release dates, but they wouldn't persist. I.e. every time I commit the changes to Jira and re calculated and refreshed the plan the release dates reverted to different fixed release dates.

I tried to set release dates in Jira on the project releases page, but every time I changed any dates, or deleted them, the changes would not persist - i.e. they reverted to some other release date.

I tried deleting all of the releases and creating one release in their place with a dynamic release date and 'start as early as possible'. I assigned issues to this release in portfolio, calculated the plan, and the release date became a fixed release date.

What's going on?

The release is not dependent on any other release and there are no releases dependent on this release.

There are no issues in the release with 'target end dates'.

I find it strange that the even when I change the release dates in *Jira* they immediately revert to their original values, without going back to portfolio and committing anything. This makes me wonder if there's some cache data that should have been removed. Do Jira cloud applications have a cache? Can the cache be cleared?

Any suggestions?


Answers:
author: Ang?lica Luz
body: Hi Thomas,

I've checked that you opened a ticket related to release dates and it looks like it's the same issue here.  
I'll be watching the ticket and once it's resolved, I'll post the resolution here.

Regards,  
Ang?lica


Tags: advanced-roadmaps

version
Portfolio - cannot commit the selected changes
Asked by Andy Kwok:

Hi,

I'm test running porfolio for Jira and I'm running into this issue (see image below).

When trying to commit the change, this error is popping out

* Unable to commit  

  Vous navez pas saisi de date valide. Veuillez saisir la date au format '{0}', par exemple, "{1}".

Even though it is french, it is totally gibberish to me.

Any ideas?

Thanks

![jira_021018.png](/t5/image/serverpage/image-id/33862i9C43934B132D7390/image-size/large?v=v2&px=999 "jira_021018.png")


Answers:
author: Cindy
body: Hi Andy,

You are receiving this error because the date field is not in the correct format. This could be caused by a couple of things. Did you change the date format in Admin\>System\>Look and feel?

Cindy

comments: author: Andy Kwok
body: Hi [@Cindy_li01](/t5/user/viewprofilepage/user-id/468135),

<br />

Indeed the format had a month with MMM. I changed to MM and things are going fine.  

Not sure why I had MM but anyway.  

Thank you,

Andy


Tags: advanced-roadmaps
Why don't I get overbooked capacity in red?
Asked by fesjes:

So, basically, in the documentation, I found something like this:

![jiraoverbooked.PNG](/t5/image/serverpage/image-id/33838i50F2EAF2E13F32FE/image-size/large?v=v2&px=999 "jiraoverbooked.PNG")

when I look at my schedule, I also have releases with a fixed release date, but I don't get the red indicator which should tell me how much I'm overbooked. I only get the "bottleneck" info. While my release is overbooked. For some reason he just schedules it over the fixed release date, instead of trying to put everything IN the release and then saying "person X is overbook by Y days"

![jiraoverbooked2.PNG](/t5/image/serverpage/image-id/33839iDFCE4D4B5189C534/image-size/large?v=v2&px=999 "jiraoverbooked2.PNG")


Answers:
author: Velti Daniel
body: Hi!

I disn't wanted to add a new topic for the same question, so:

I have the same problem.

Here is what I have:

1 Portfolio plan with 1 project and 1 team. the team is overbooked for the releases for sure. But instead of showing the overbooked hours on the bars, the release finish date is moved to a later date.  
I understand, that this is caused because of the grouping, but no grouping is selected, see :![JIRA portfolio.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/61821iD9582A30E3B26F95/image-size/large?v=v2&px=999 "JIRA portfolio.jpg")

What can be the reason?

Thank you, br

Daniel


author: Anjanette Willnecker
body: <https://jira.atlassian.com/browse/JPOSERVER-1718>

The situation in which the overbooked bar is not showing is when the capacity view is grouped by project. With that option on show neither free capacities nor overbooked capacities but just the workload assigned to that sprint. The reason for that is that when the view is grouped by projects, it is not clear to which project the free sprint capacity / overbooked sprint capacity should contribute so we'd need to distribute it following some heuristic which would not be correct either.


Tags: advanced-roadmaps
How to display the team field from the portfolio plugin in a pie chart report?
Asked by Alexander:

Hi, community!  
We have field from portfolio plugin. We try build a reports pie chart, but team field is not display.  
How can we watching reports pie chart from team field?  
Thank you in advance!

Best Regards

![??????.PNG](/t5/image/serverpage/image-id/33563i84B2CE88042B6B3F/image-size/large?v=v2&px=999 "??????.PNG")


Answers:
author: Alexander
body: UP!  
Will someone help me?!


Tags: advanced-roadmaps

atlassian-marketplace

pie-chart
How do I change a release version date?
Asked by Nick Murden:

I set up release versions in my project a few weeks ago, and until recently I could edit the start and end date for each version.  

This guide <https://confluence.atlassian.com/jiraportfoliocloud/configuring-release-dates-828785321.html> suggests there should be an edit button on the releases page, however it does't seem to be there anymore? Is this a bug? Has it moved?


Answers:
author: Syauqi
body: Hi Nick,

Here's a quick guide to change the release date on Portfolio:

![Screen Shot on 2018-10-01 at 2.21.20 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/33694iAEC27F3050AB525C/image-dimensions/463x270?v=v2 "Screen Shot on 2018-10-01 at 2.21.20 PM.png")

Is this the section you are referring to or are you seeing this differently?

comments: author: Nick Murden
body: Hi Ahmad, thanks for the reply. I've just realised that I've posted this question in the wrong place. So apologies for that.  
I'm not using Portfolio, I'm just using Jira itself... here's what my screen looks like  

![Screen Shot 2018-10-01 at 08.48.56.png](https://community.atlassian.com/t5/image/serverpage/image-id/33705iA485DA5FCC01526D/image-size/large?v=v2&px=999 "Screen Shot 2018-10-01 at 08.48.56.png")
Guidance on using Programs or Initiatives vs. EPICS that never close
Asked by Kelly Jones:

When you have a work stream that manages perpetual streams of work (nested/organized by client), using EPICS that remain open, with linked stories that get executed (open/resolved/closed) seems to skew reporting (time to close, avg time in status, etc.). How do we classify this work, so that we have a history by client of all work requests, features, etc that get executed. Using tags and labels seems to classify and group the work, but then you can't see the details and history - that only allows you to pull data by tag/label - we need to have all work (and the history) roll up to a level ...so is this best achieved using Initiatives, or Programs vs. trying to keep Epics open indefinitely? Please advise.


Answers:
author: samrobertsofficial
body: Hi [@Kelly Jones](/t5/user/viewprofilepage/user-id/2036959),

To help clarify the difference between programs and initiatives:

* Initiatives are issues that usually sit above epics. So you could have many epics linked to one initiative. We sometimes recommend setting up an "initiative" project in Jira when the epics will be from multiple projects. This will vary depending on your needs
* Programs is a Portfolio feature that links multiple plans together into one view.

It sounds like using initiatives may suit your needs better. We have our documentation available here: <https://confluence.atlassian.com/jiraportfolioserver/configuring-initiatives-and-other-hierarchy-levels-802170489.html> . I'm not 100% sure if this will solve all your needs, but let me know if you think this will work.

Thanks,

Sam


Tags: advanced-roadmaps

epic

initiative
Issues of my board not in my Portfolio plan
Asked by Cameron Fowler:

I'm new to Portfolio for Jira. I created a Live Plan linked to a Project - no filter, no board.

The project has 1 Epic and 1 Story, connected to each other.

I've included all releases. I added the Fix Version field to Epics, Stories, and Sub-Tasks. I build the Plan thusly:

Live Plan \> Name \> Project \> All Releases \> Suggested Team

In step 5, no Issues appear.

I've also tried using a Scrum board as the source, with the same result, even though the Scrum board shows the Epic and the Story.

Can anyone lend a hand?


Answers:
author: Cameron Fowler
body: Please close \& ignore.


Tags: advanced-roadmaps
Why are released releases showing up in jira portfolio?
Asked by Thomas Hartmann:

Archived releases are not anymore showing up in Jira Portfolio. But why are released releases still showing up? In my understanding, something which is released in on production, so there is nothing to plan for it.


Answers:
author: Thomas Hartmann
body: I use to remove/exclude all closed releases from my portfolio plan.

comments: author: Thomas Hartmann
body: same here, but if you edit the data source of your plan, I think the releases are back. I archived these now, which I don't want to see in my plan anymore. Of course, you could also delete, which has the same effect.


author: Tzoe_Keat_Chiam
body: Hi [@Thomas Hartmann](/t5/user/viewprofilepage/user-id/208810),

Sometimes, you still want to know what has been released. I believe if you archive the release in the Jira project, you won't see it again in the portfolio plan.

I hope this helps!

Cheers!

Tzoek

comments: author: Thomas Hartmann
body: yeah, that's what I wrote already in my question :) But in general, I don't have any use case in my mind, where I care about something that is released, especially when I am in planning mode.


Tags: advanced-roadmaps
Could someone help with setting up Portfolio?
Asked by Katerina Stasik:

Hey, I have stared using Portfolio and not so psyched about it. Maybe I am using it wrong.

Could someone sped 30-60mins with me to go through how I work with Portfolio? Happy to make it a business transaction


Answers:
author: Shannon S
body: Hi Katerina,

I would recommend reaching out to a [Partner Expert in your country](https://www.atlassian.com/partners/search?page=1&locations=Ukraine&products=Portfolio%20for%20Jira) who can help you walk through your Portfolio Setup.

We also have some training modules you could attend:

* [Planning with Portfolio](https://training.atlassian.com/instructor-led-training/planning-with-portfolio-for-jira-public-virtual)
* We also have a [Portfolio for Jira demo](https://www.atlassian.com/software/jira/portfolio/demo-video) you can check out.

Let us know if you have any questions about that!

Regards,

Shannon


Tags: advanced-roadmaps
Portfolio for JIRA : When an Epic is exluded the new US created are still in the plan
Asked by amine benali:

Hello Team,

I would like to report this BUG.

When an Epic is excluded from the Portfolio Plan. if the teams create new US and link them to this Epic afterwards. Those US will be added in Portfolio under US without PARENT.

Can you please help fixing this ? or at least give us a workaround.

Thank you


Answers:
author: Shannon S
body: Hi Amine,

Can you let us know exactly how you are excluding the Epic from the Plan? This appears to be a known and intended issue, but if you can help us to understand how you're working with Portfolio we may have a few suggestions.

Regards,

Shannon

comments: author: amine benali
body: Hi [@Shannon S](/t5/user/viewprofilepage/user-id/510046)

1- Go to scope view.

2- Thick the Epic then use the button exclude from plan

3- Then commit.

![exclude epics.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/34433iB8DC7125F5584867/image-dimensions/659x405?v=v2 "exclude epics.PNG")


author: Shannon S
body: Amine,

Thank you for your help.

I've reported this below as a feature request:

* [JPOSERVER-2426](https://jira.atlassian.com/browse/JPOSERVER-2426) *Ability to exclude all current and future children of an issue excluded from plan*

Please vote on this and comment there with your usage case in order to help it to be considered for future releases.

Regards,

Shannon


Tags: advanced-roadmaps
Would you have to pay for the same member on multiple workspaces?
Asked by Fransie Dennee:

We have a small team of around 14 Members and currently have a Main workspace plus my own workspace.

If I am paying for members on my workspace are they charged out seperately on the Main workspace? Or if a member is being charged on one workspace are they a paid trello member on the other workspace already?

I am just making sure we are not going to have to pay double for members on multiple workspaces


Answers:
author: Ste Wright
body: Hi [@Fransie Dennee](/t5/user/viewprofilepage/user-id/5465022)

It depends on the plan-level...

* **Standard/Premium:**These are per Workspace, so you'd need to upgrade both Workspaces to take advantage of the paid features (including more than 10 collaborators)
* **Enterprise:**This pricing is per user. You can then have unlimited Workspaces within your plan

This is confirmed on the pricing page here: <https://trello.com/pricing>

---

Given Enterprise needs a minimum of 50 users, I would consider either...

* Merging the Workspaces if possible, so you only need to pay for one
* Keeping one Free (if it has less than 10 collaborators)
* If any of the 14 members could be guests instead - single-board guests are free (not billed) in a paid Workspace. See more information on [this help page](https://support.atlassian.com/trello/docs/board-guests/), and [this page](https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/)

Ste


author: Rasmus Wulff Jensen
body: If you upgrade multiple workspaces to paid and have the same user in them, then yes, they are paid for, but some of the workspaces might be able to stay free...

I've made this 10 min video on how the new rules work via various examples: <https://youtu.be/rqmCHU_QxY8> (Your scenario is similar to Example 2: [https://www.youtube.com/watch?v=rqmCHU_QxY8\&t=247s](https://www.youtube.com/watch?v=rqmCHU_QxY8&t=247s))
Can the person who has the license add more than 10 collaborators?
Asked by Raluca Parascanu:

Hello,

If I update to the standard, this being per user, but there are more people in the workspace, can the person who has the license add more than 10 collaborators? Or is this license needed for each individual person so that there can be more than 10 people in the workspace?

Thank you!


Answers:
author: Rasmus Wulff Jensen
body: I've made this 10 min video on how the new rules work via various examples: <https://youtu.be/rqmCHU_QxY8> (Your scenario is similar to Example 3: [https://www.youtube.com/watch?v=rqmCHU_QxY8\&t=387s](https://www.youtube.com/watch?v=rqmCHU_QxY8&t=387s)) (main point is that guest only on a single board are free)


author: Ste Wright
body: Hi [@Raluca Parascanu](/t5/user/viewprofilepage/user-id/5464981)

Once a Trello instance is upgraded, any user who is allowed to invite or add members to Trello can do so.

The upgrade is applied to the Workspace, not a single user.

Ste