youngmon/atlassian-qna huggingface dataset:
Why can't I see all of my epics in the Epic view?
Asked by Keenan Johnson:

Hello there!

I have a Jira portfolio that contains several projects and epics. For some reason I can't see all the epics in the portfolio scope, even though they are contained within the projects there and have the label I'm using to create the portfolio filter.

Does anyone have experience with this?


Answers:
author: Keenan Johnson
body: My source data is definitely "Filter"


author: Thomas Bowskill
body: Hi [@Keenan Johnson](/t5/user/viewprofilepage/user-id/1385305)   

Still having this issue? If so:  
1) I assume your **Source Data** is "Filter", not Projects or Boards (and that when you look at the filter in JIRA you can see the issues that are missing)  
2) What have you set **Include Issues Completed For x Days** as?

From my month of using Portfolio those are the two things that tripped us up the most


author: Gabriele Franck
body: Hey, [@Keenan Johnson](/t5/user/viewprofilepage/user-id/1385305)

When you say you want to see **all**of you Epics, does this also means you want to see the Epics that are already finished?

If so, by default, Portfolio won't show Done issues in your plan, since it considers you don't have further work to do on them.

If you want to see those issues in your plan as well, you will need to create a separate filter from completed Epics and the include this JQL in the Issue Source of your plan. :)

Let me know if this achieves what you want!

Gabi

comments: author: Keenan Johnson
body: No I can't see all of my open epics for projects that exist and epics that are not finished.

Is there a support person I can screen share to show what I'm seeing?


author: Scott Theus
body: Hi [@Keenan Johnson](/t5/user/viewprofilepage/user-id/1385305) ,

The folks here in the Community do not work for Atlassian, we are users like yourself. You can contact Atlassin directly for support at [https://support.atlassian.com/contact/#/](https://support.atlassian.com/contact/#/??)

-Scott


author: Scott Theus
body: Hi [@Keenan Johnson](/t5/user/viewprofilepage/user-id/1385305),

Check to see if you have the "Browse Projects" permission in Jira for the projects where those epics live. If you can't get to the projects in Jira I don't think you'll see the issues in Portfolio for those.

-Scott

comments: author: Keenan Johnson
body: I do have those permissions Scott


Tags: advanced-roadmaps
Installed Portfolio add-on on JIRA server but none of the pages open up. Gives a 404 resource
Asked by Ashwin R:

Portfolio Add-on from market place on JIRA Server 7.13.

Completed Re-index as suggested.

As Admin, logged in to add users access to portfolio but no page found error


Answers:
author: Ashwin R
body: \[Resolved\] All modules did show enabled correctly.

For some reason the user used to create JIRA application tables did not have access to the tables created by portfolio add on. Once we have the user access to the tables, all functionality worked.

It worked for other add ons from the marketplace, so this could be an isolated incident.

comments: author: Earl McCutcheon
body: Hi Ashwin,

Thanks for the confirmation on the cause, glad you found it so fast.

Since it was a DB permission issue I would also recommend doing a follow up check on DB configs just to make sure everything lines up with setting in ["Connecting Jira applications to a database"](https://confluence.atlassian.com/adminjiraserver/connecting-jira-applications-to-a-database-938846850.html) for your DB type.

Regards,  
Earl


author: Wansze Kong
body: [@Ashwin R](/t5/user/viewprofilepage/user-id/2718096) Can you please elaborate with relation to the "JIRA application tables that did not have access to the tables created by portfolio add on"? We are experiencing a similar issue in our Jira instance and would like to know which tables you are referring to as well as the steps you took to resolve this matter.

Any assistance you can provide will be much appreciated.

Thank you,

Wansze Kong-Chan


author: Earl McCutcheon
body: Hello Ashwin,

When you get a 404 on a page load in portfolio it usually indicates one of the app add-ons is disabled or possibly a sub module in the app is disabled, as covered in this feature request to provide better error messaging on when this occurs this:

* <https://jira.atlassian.com/browse/JPOSERVER-2310>

Check out the three portfolio Apps to verify the base app and all the modules for the app are all enabled, and let us know if this is the case:

* Portfolio for Jira
* Portfolio Live Plans
* Portfolio Team Management

Also, since you noted this happening right after the install there could be another app installed that is causing a conflict on the portfolio module startup, and increasing the plugin wait time as described in ["Add-on Tips and Tricks"](https://confluence.atlassian.com/jirakb/add-on-tips-and-tricks-779168621.html) could help alleviate startup conflicts. But I would also recommend checking the logging to see if there are any explicit errors that could help narrow down what occurred at the time of the install.

Regards,  
Earl


Tags: advanced-roadmaps
Importing issues into Porfolio not working
Asked by Gavin Lock-Lawton:

I am fairly new to Jira and Portfolio. I have got a trail licence of Portfolio and I have tried to create a plan for one of the projects we have running (i've actually tried multiple projects) but when I go through the set-up wizard the 'scope' i.e the issues are not displayed so I can't select and tasks as part of the scope.

Can anyone offer any suggestions?

I also have Tempo planner \& timesheets installed but I have disabled the trial version of Planner for now.

Thanks...


Answers:
author: Gabriele Franck
body: Hi, Gavin

Under the **Issue Source**of your plan, did you make sure to select the issues you want to import to your plan?

Sometimes people forget to select them all or even deselect them by mistake.

Gabi

comments: author: Gavin Lock-Lawton
body: Hi Gabriele,

There were no issues to select, the page is completely blank. I am thinking it has something to do with the set-up of our projects - I have created a fresh test project and a dummy task and it is being pulled through, just not on the existing projects.


author: Gabriele Franck
body: Hey, Gavin

Do you have Jira Cloud or Server running?

If it's Cloud, is there any chance that your projects are next-gen projects?

Gabi


Tags: advanced-roadmaps
Does anyone know how Planned capacity is calculated in Portfolio for Jira?
Asked by Nitin S. Joshi:

I have setup a project in Portfolio for Jira. When I look at Reports - Sprints and take a look at Planned capacity Sprint, the amounts do not equal to the actual number of Story points in that sprint. This leads me to believe the number is being calculated elsewhere.

But how?? I read the documentation and it was of no help. Does anyone know how Jira calculates the Planned Capacity?


Answers:
author: Gabriele Franck
body: Hi, Nitin

Is your plan overbooked in Portfolio? Could you please provide me a screenshot of your capacity view?

Gabi

comments: author: Nitin S. Joshi
body: Default Velocity is 47 with 7 people working 40 hour week.![capacity.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/45515iD74DD04F02773FF1/image-size/large?v=v2&px=999 "capacity.jpg")


author: Nitin S. Joshi
body: The first Sprint itself has only 61 Story Points


Tags: advanced-roadmaps

atlassian-support
Shared team resources across plans?
Asked by QuadBlade:

Hello,

i am wondering, if the capacity of team members is supposed to sync over plans.

My scenario: I have three plans in which multiple projects are grouped. All plans share the same company teams but are planned independently.  
That is the reason why we chose to divide the projects into three separate plans.

When i now assign for example 100h to employee1 on projectX in PlanA and 150h to the same employee in projectY in PlanA his capacity of course shows 250h which are planned sequently.

When i then switch to PlanB, this employee's capacity is completely free. The already assigned 250h are not taken into account. When i assign another 300h on projectZ in PlanB to this employee it is planned in the same weeks as the house from PlanA.

I would expect his workload to sum up to 550h and the work to be scheduled sequently according to this employee's team availability.

Do i mess up the way this is supposed to behave? What is the point of shared teams if the workload is not summed up over all plans?

And by the way: Is there a way to show all tickets that are assigned to a user and when are scheduled?


Answers:
author: QuadBlade
body: Hmm, no one? Not even with an idea? :-/

comments: author: Ron Becker
body: This question pops-up multiple times. No response at all from nobody. Looks like the shared teams functionality is useless


Tags: advanced-roadmaps
In Jira Portfolio Scope View -> Releases
Asked by Asim Jafri:

How is the Releases field populated in Jira Portfolio Scope View. When I viewed the Jira Story or Epic, there is no field called release.


Answers:
author: Danny
body: The portfolio scheduling algorithm will slot your issues in scope view based on the release rank that you specify in the 'releases' tab by dragging and dropping the releases in the order of priority (then clicking 'calculate' on your plan)...

The release field in a story or epic, the 'fix/Version' field is the field you would use to select the release name.  

<br />


Tags: advanced-roadmaps
Story with multiple fix versions is not scheduled in portfolio when one fix Version is selected
Asked by Liz_Pat:

I have stories with multiple fix versions. I have noticed that all the stories with multiple fix versions do not appear on the schedule until I select both fix versions in the portfolio plan settings.

This is a big problem because the plan needs to go off of one single fix version, regardless of what other fix versions might be associated--not both.

The story scheduling factors shows:

This issue is not appearing in the schedule. This may be because:

* You need to recalculate your plan


Answers:
author: Phil
body: Hi Liz,

did you find a solution?

If not: are the target dates calculated automatically when excluding one of the fix versions (releases) in the issue sources? What happens when you type in the target dates manually?

Regards,

Phil

comments: author: Liz_Pat
body: I've tried a few times to tinker with it by issue sources, I too thought there had to be a way. Basically it was the same issue with each way I tried to include or exclude the issues. Even if I do get it working with a jql filter in between it guts my core use case for Portfolio if I can't filter smoothly between scenarios and fix versions. So I put that workaround on hold -- high effort and (for me) low value.


Tags: advanced-roadmaps
Project visual report
Asked by crs218:

I need to have a live report that shows the projects we are working on. Something simple that does not depend on versions or releases. Just the fact that we have projects a,b,c,... in our queue and that we are actually working on them.

Is there a simple way to create a dynamic public document that shows this?


Answers:
author: Claudiu Lionte
body: Hi Carlos,

I'm not 100% sure I understand what you need, especially since you added the tag **Portfolio for Jira** to this question.

However, have you checked the documentation for creating a dashboard? You can add some gadgets (or reports) in a dashboard and then send the link to whoever needs to see it. You can also view that dashboard as a **wallboard** and put in on a bigger screen, say a TV. Please see below some useful articles:

* <https://confluence.atlassian.com/jirasoftwarecloud/configuring-dashboards-764478209.html>
* <https://confluence.atlassian.com/adminjiracloud/using-dashboard-gadgets-776636252.html>

Let me know if this is what you need!

Claudiu

comments: author: crs218
body: Thanks [@Claudiu Lionte](/t5/user/viewprofilepage/user-id/1197241) I think the Portfolio got added automatically.

Have tried the dashboards approach. Some of the gadgets work well, some not to good. One thing that is missing, at least in my case, is the ability to resize the gadget, since in some cases all content seems to land below the lower boundary. Such is the case for the Agile Wallboard gadget.

At the end of the day, I would like to have a view that is similar to what Leankit produces, a board of all boards that gives a quick overview of all of our work


author: Claudiu Lionte
body: If the wallboard is not exactly what you need, I believe that a *board of all boards* can be created straightforward. You just need to create a filter that mentions **all** the projects (maybe exclude some unwanted issue types, priorities or anything similar) and then create a Kanban board based on that filter.

With some additional refining (creating additional columns and mapping statuses to them) you'll get a view that is somewhat similar to what you described. Please see below a documentation article on how to create a filter and then another one on how to create a board based on an existing filter.

* [Saving your search as a filter](https://confluence.atlassian.com/jiracorecloud/saving-your-search-as-a-filter-765593721.html)
* [Creating a board](https://confluence.atlassian.com/jirasoftwarecloud/creating-a-board-764477949.html)


Tags: advanced-roadmaps
Is there a way to set team capacity by sprint?
Asked by Rob Birkland:

Example, if my full teams capacity is 30 points. Say 2 team members are on vacation during the sprint. i would want the velocity to be 25 points that sprint.

<br />

Would also be great to control hours available per resource by sprint.


Answers:
author: Gabriele Franck
body: Hi, Rob

Portfolio tries to schedule work as early as possible without violating the capacity limit of the resources. The Scheduling algorithm assigns work, taking into account team members' weekly availability and the amount of work to be completed.

You can configure the capacity in step 4 of the plan creation, or by going to the Team section and configuring the [team members availability](https://confluence.atlassian.com/jiraportfoliocloud/configuring-team-members-availability-828785286.html) and [capacity](https://confluence.atlassian.com/jiraportfoliocloud/adding-and-configuring-team-members-828785279.html).

Let me know if this helps!

Gabi

Atlassian Team

comments: author: Rob Birkland
body: Thank you for the reply. I did see how to change team member's availably by hours or points. That provides a low to medium planning accuracy and it assumes the same value to all future sprints.

What would be great is to allow a team to manage the availability by sprint and plan into the future. Manage capacity by point or hours at the iteration level. This would allow JIRA Portfolio to align with Safe PI Planning.

We currently do this out side of JIRA Portfolio and planning predictability is much higher then the Scheduling algorithms. Would be a great future enhancement to Portfolio. If the application is capacity aware, then it also opens up many other metrics and benefits to the team.

Please let me know if you need any additional information.


author: Karl Hamilton
body: Hello I am having the same issue. We have Advanced portfolio on Jira cloud \& tried changing the Future capacity from the timeline as Atlassian suggested in documentation but it can't be edited.

i also put in the vacation for my resource in September but it still allows tasks to be assigned to him in September with no Specific warning Or block.

please can we have an urgent solution? All future sprints are not the same capacity and it needs to be editable either manually (points) or via vacation relative points availability.


author: william m apken
body: If this still a problem? I want to use the future capacity with my teams having different capacity per sprints.


Tags: advanced-roadmaps
In JIRA Portfolio can you view the Themes value in JIRA Software and Issue view
Asked by Rob Birkland:

in Portfolio I set theme value to EPIC's would like to view the value in JIRA software. Also would like to filter and run reports based on the values.

Is this possible?


Answers:
author: Gabriele Franck
body: Hi, Rob

The Theme field currently only lives in the JIRA Portfolio context and doesn't transfer to the linked JIRA issue.

We do have a feature request asking our product team to release this functionality: [Replicate Theme field from Portfolio to JIRA Issue](https://jira.atlassian.com/browse/JPOCLOUD-525).

Feel free to share your inputs and vote for it there.

Gabi

Atlassian Team

comments: author: Rob Birkland
body: Thank you, I have voted for the improvement.


author: Jan_Denny
body: Thanks for the link to the feature request. BTW it looks like this request is specific to Jira Cloud only.


author: ffngneiger
body: When will this be made available through the APIs?


Tags: advanced-roadmaps
Are third party/community power ups reliable?
Asked by Delwyn I Jones:

I'm looking at using a third party power up for my Trello boards.

The one I'm almost settled on is card mirroring by "Placker". Has anyone used this power up? Is it reliable and does it do what it says?


Answers:
author: Maria
body: Hi [@Delwyn I Jones](/t5/user/viewprofilepage/user-id/5436996)   

Each power-up stands for certain features. What's your goal?

comments: author: Delwyn I Jones
body: I'm currently using multiple boards for different product streams. However, there exists a bottleneck resource common to multiple streams. I'm looking for a way to allow me to monitor/schedule these multiple streams through that resource without having to add a new product line to an existing product stream.

Essentially cards on two different boards will have a common checklist that I'd like to manage just once.


Tags: power-up
Can I assign a card to an observer?
Asked by Delwyn I Jones:

I'd like to assign every card on a board so that I can visualize where these cards are within my wider team. I don't need them to be able to make changes or have access to any wider Trello features as I'll be managing the board and the cards myself.

Is it possible to invite and add an observer to a card? I can then use the dashboard to view where my cards are within my team.


Answers:
author: Gaurav Kataria
body: Yes, you can assign cards to an observer.
I have many Google Drive file URLs added to my trello cards but need them to appear as file names
Asked by sippoliti:

I add many Google Drive file links to my Trello cards so that I can see the file name instead of the URL. When I add a new team member I connect their Google Drive so that they also see the file name but it appears I have to do this for every individual URL. Is there a way to make all URL links to google drive files appear as file names? Thanks so much

Sanja


Answers:
author: Gaurav Kataria
body: You can update your link preferences and it should resolve your issue.  

1. First, click on your avatar in the top right corner of any page in Trello

2. Click on "Manage account"

3. On the new tab that opened, click "Link Preferences" (see screenshot below)

4. Select "Display Inline"

![Screenshot 2024-04-11 at 9.15.03?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/317777i001CB41DF5C055C5/image-size/large?v=v2&px=999 "Screenshot 2024-04-11 at 9.15.03?AM.png")
Can I stack lists?
Asked by Ethan T Berlin:

New to Trello. Is it possible to stack lists on top of each other, so that I can have multiple rows of lists? Right now, I have to scroll to see all of my lists. I'd like to be able to see all of them on one screen, so I can drag items back and forth between lists. Thanks!


Answers:
author: Gaurav Kataria
body: Ethan, you cannot stack lists but you can collapse lists so that you don't have to scroll all the time. See this <https://www.youtube.com/watch?v=Rh8vUdP-bmg>
How to automatically send an email when someone writes a comment on a card to INCLUDE the comment?
Asked by Danielle Wise:

\[2 pictures included \] I found a way to use a rule to send me an email when someone leaves a comment on any card automatically. What I have not been able to figure out is how to have the automatic email include what the comment says. TIA! (originally attached the wrong rule so editing to attach the correct rule)

![Screenshot 2024-04-11 085852.png](/t5/image/serverpage/image-id/317723i7533A28FCE137184/image-size/large?v=v2&px=999 "Screenshot 2024-04-11 085852.png")![Screenshot 2024-04-11 102836.png](https://community.atlassian.com/t5/image/serverpage/image-id/317737i09F758454D97E67C/image-size/large?v=v2&px=999 "Screenshot 2024-04-11 102836.png")


Answers:
author: Lara
body: Hi Danielle,

Thanks for reaching out!

To include the comment text in the email notification, you'll want to include the {commenttext} [variable](https://support.atlassian.com/trello/docs/butler-variables/) in your rule.

For example:
> "send an email notification to... with message {cardname}: {{%Test Number}} {{%Interval}} {{%VIN Last8}} {commenttext}"

Let me know how that goes,

Lara  
The Trello Team
Migration de mon tableau vers un nouvel espace de travail
Asked by Admin K_A Formation:

Bonjour,

J'envisage une migration de mon tableau vers un nouvel espace de travail.

J'aimerais savoir ce qu'il se passera pour les listes et cartes archiv?s? Est-ce qu'elles bougent avec le tableau? ou est-ce qu'elles restent archiv?s dans mon ancien tableau?

Je vous remercie de votre retour,

Bien cordialement.

St?phanie


Answers:
author: Mutya A
body: Bonjour St?phanie,

Lorsque vous d?placez un tableau vers un autre espace de travail, les cartes et listes archiv?es restent avec le tableau. Pour obtenir des instructions sur la fa?on de d?placer un tableau vers un autre espace de travail : <https://support.atlassian.com/trello/docs/moving-a-board-to-a-diff?rent-workspace/>

J'esp?re que cela vous aidera, mais n'h?sitez pas ? nous contacter si vous avez des questions !  
----------------  
Si ce message vous aide ? r?pondre ? votre requ?te, veuillez consid?rer le bouton Accepter la r?ponse ou J'aime pour aider les autres utilisateurs ? le trouver plus rapidement.

***English translation:***

Hi St?phanie,

When you move a board to another Workspace, the archived cards and lists stay with the board. For instructions on how to move a board to a different workspace: <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.