youngmon/atlassian-qna huggingface dataset:
Shared Teams Capacity and Plan Priority
Asked by Zoran:

Hello,

I am trying to figure it out how the capacity on the Shared teams work across the multiple plans. So for Example I have shared team with 200 hours capacity, assigned on 3 different Plans in one Program. Does each of those 3 plans use 200 hours capacity from that team or it use only the available capacity. Let's say 1st one use 100 hours and other 2 uses 50 hours each that is in total of 200 hours?

Second thing is how can I prioritize certain plans or issues in plans across the program?


Answers:
author: Gurdeep Sembi
body: Hi, I have the same question.

[@Zoran](/t5/user/viewprofilepage/user-id/2466731)

Did you figure out how this works by any chance?


Tags: advanced-roadmaps
Jira project visual improvement
Asked by Anastasiya:

Hi!

Me and my colleagues from Support team work with Jira tasks every day and we would like to find some ways to make our Jira project easier and more structured for our users.

Please let us know if there are any ways to add colors to the Jira dashboards (set any other from white color schemes) and also add a menu from the prefilled templates for users.

Thank you!


Answers:
author: Hannes Obweger - JXL for Jira
body: Hi [@Anastasiya](/t5/user/viewprofilepage/user-id/5057598)

I'm not entirely sure if this is what you're looking for, but you may want to have a look at the app that my team is working on, [JXL for Jira](https://marketplace.atlassian.com/apps/1224710?hosting=datacenter&tab=overview&utm_source=atlassian-community&utm_medium=referral&utm_content=2167063).

JXL is a full-fledged spreadsheet/table view for your issues that allows viewing, inline-editing, sorting and filtering by all your issue views. It also comes with a number of advanced features, including *conditional formatting*.

With conditional formatting, you can color your issues based on whether they fulfil certain conditions that you can define. E.g., in the below example, we mark all issues that contain the word "partner" in blue:

![conditional-formatting.gif](https://community.atlassian.com/t5/image/serverpage/image-id/221746iFB440FEECD7B9D69/image-size/large?v=v2&px=999 "conditional-formatting.gif")

We'll add the ability to also change the text color (not just the background color) very soon.

Because you said that you're on Jira Server: Unfortunately, Atlassian doesn't allow new Server apps on the Marketplace. However, JXL is perfectly compatible with Server - it's just that we need to generate a license for you. If you're interested in a free trial, just let me know!

Best,

Hannes

comments: author: Anastasiya
body: Thank you for suggestion! My team and I will look into it and contact you if this is what we need.


author: John Funk
body: Hi Anastasiya - Welcome to the Atlassian Community!

What type of project are you using? Team-managed? Company-managed? Jira Work Management?

comments: author: Anastasiya
body: To be honest, I do not know for sure. We have Jira Software Server


author: John Funk
body: With Company-managed projects, you can add a color stripe to the left side of the card based on JQL.

Got to the board and then Board Settings.

Then click on Card Colors


author: Anastasiya
body: Thank you! And are there any plugins for such cases?


author: John Funk
body: There might be, but I am not sure how good they work. You will just need to search on the Atlassian Marketplace and do a trial for them to test them.


author: Anastasiya
body: I see, thank you.


author: Anastasiya
body: Maybe, you could let me know the titles of these plugins? We searched on the Marketplace and I am not sure which plugin may help, there are too many of them


author: John Funk
body: I don't know any specific ones. But search for the word color.
How does Portfollio filter on scheduled range work?
Asked by Tom Bj?rkholm:

In Portfolio for Jira (live plan view) there is menu/toggle to filter on a selected range with start and stop date.

We have noticed that this is not the same as zooming in on a time range. For example: When viewing the full schedule there are many stories shown to be done in January. If we filter on the scheduled range January only a subset of those stories are shown.

Can someone please explain how the filtering on a scheduled range works? What is the criteria for if the filter selects a story for the scheduled range?

Does anyone have a pointer to some documentation describing this?

(Notice that I am not asking about where to find the menu item. I am asking what enabling of the filter on scheduled range actually performs.)

Thank you in advance for any help/explanations!

Best Regards,

/Tom


Answers:
author: Tom Bj?rkholm
body: Any hope on getting an answer on this?


Tags: advanced-roadmaps

filter
A single Epic not appearing on our Roadmap
Asked by Holly:

We have an issue with a single Epic not appearing on our Roadmap. The Epic is live and has the same settings as the other Epics (which are appearing). Some of the associated bugs and issues are showing as 'Issues without a parent' but when you open them they clearly have an Epic assigned.

Why is it it singling out this particular Epic and how do we get it to appear on our Roadmap?

For context, the Epic has various tasks, stories and bugs assigned to it. A release version (as do the tickets associated). Is in progress and in the current sprint. It has been assigned to an active assignee.


Answers:
author: Crystelle S
body: Some first round triage...

Have you tried looking in the Portfolio config and confirmed it is in the scope screen? Also, have you looked at the commit changes log and confirmed that it has not been "excluded", perhaps by another party?

comments: author: Holly
body: Hi, thanks for replying. You are right it was an epic that was not selected in the congfig. Thanks


author: Warren Rowe
body: Hi Crystelle, how do you review commit changes log?

Regards,

Warren


author: Crystelle S
body: [@Warren Rowe](/t5/user/viewprofilepage/user-id/1602984) hey there, there is an option to view those here:

![Untitled.png](https://community.atlassian.com/t5/image/serverpage/image-id/77577i4FCCE0A811C94023/image-size/large?v=v2&px=999 "Untitled.png")It's a little anemic for a "Change log" but it can be helpful if things go missing as some users like to "exclude" and you can see that as long as they haven't committed the changes.


Tags: advanced-roadmaps
Release shows up as off-track when all issues are closed
Asked by Walter Treur:

I'm using the improved planning interface with portfolio 3.15.

I noticed that a release on the timeline is marked as 'off track' when all its issues are in the Closed/Done state. I suppose this is because the end date of those issues is after the end date of the release. The issue-dates are automatically set based on the sprint dates. (However, I notice the same behavior when I manually set the end date to somewhere after the release date) And when I manually set the dates to anytime before the release's end-date it shows as 'on-track'

I would expect that releases will be marked as 'off-track' only when ++un-closed++ issues are scheduled to end after the release's date. Is this behavior as designed, did I overlook a setting or just discovered a bug?


Answers:
author: Crystelle S
body: Question - are the tickets that are marked Closed/Done also marked with a resolution?


Tags: advanced-roadmaps

server
Error on issue creation when Portfolio was Uninstalled
Asked by Juan Du Toit:

Hi

We upgraded a QA environment to v8.5.1 and uninstalled Jira Portfolio

Upon testing the upgrade we found that when we create an issue we don't get confirmation that the issue was created even though it was

Our tech team then installed Jira Portfolio again and just disabled it which fixed the create confirmation issue.

I am just wondering what else we need to do to be able to uninstall Jira Portfolio and not just disable it.


Answers:
author: Petter Gon?alves
body: Hello Juan,

Thank you for reaching out.

Checking other similar cases, I believe that the error when creating issues once you have uninstalled the Portfolio add-on is happening because maybe some custom fields or app entities are still available on Jira Database tables after the removing of the add-on.

That being said, to uninstall and remove the custom fields completely, you can follow the steps below:
> 1. Take a database backup first
> 2. Find all the Portfolio custom field name and IDs from the custom field database table, under the class names com.atlassian.jpo.xxxxxxxx and com.atlassian.teams.xxxxxxxx. There should be 5 of them.
> 3. Re-install Portfolio plugin and enable it (if you have not done so), this is so that you can remove the custom fields via the UI
> 4. Run this SQL query to unlock the fields so that you can remove it (replace xxxxx with the IDs you found previously). There is no need to stop Jira to do this.  
>
>    ```
>    UPDATE managedconfigurationitem set managed='false' where item_id in ('customfield_xxxxx','customfield_xxxxx','customfield_xxxxx','customfield_xxxxx','customfield_xxxxx');
>    ```
>
> 5. Once done, you can search for the field in the UI and delete all 5 portfolio custom fields. To ensure that you are deleting the correct custom field, take note on the custom field ID on the URL when you mouse over the "Delete" option, ie: http://\<base URL\>/secure/admin/DeleteCustomField!default.jspa?id=xxxxx, where xxxxx is the custom field ID
> 6. After deleting the custom field, proceed and uninstall the Portfolio add-on by following the steps under **"Uninstalling an app by removing its JAR file"** section of the documentation below:
>
> [Uninstalling an app by removing its JAR file](https://confluence.atlassian.com/upm/uninstalling-apps-273875709.html#Uninstallingapps-UninstallinganappbyremovingitsJARfile)

Let us know if the steps worked for you.


Tags: advanced-roadmaps
Is it possible to import team member absences from Confluence calendar events?
Asked by Danny:

Hello All,

Portfolio for Jira 3.15.0

Jira Software 7.12.3

Confluence 6.12.4

Team Calendars 6.0.27

I wanted to know if it was possible to add absences automatically from Confluence Calendar events (staff holidays) to Portfolio for Jira team members so the capacities of those resources are kept in alignment?

Thanks,

Danny


Answers:
author: Bridget Maloney
body: I'm sorry this isn't an answer - but I wanted to reply here and say that I am also very interested to know if this is possible!

Alternatively, if there is a way to put the data into a spreadsheet and then manually upload that - so I do not have to manually enter each individual date.

Thanks!


Tags: advanced-roadmaps

confluence

confluence-server

jira-server
How to add Portfolio to an existing project
Asked by Barbara Kok:

I have already created a project with Epics and stories. I have only recently learnt about portfolio, and have started the free trial.

I dont want to have to create a new project in Portfolio, as i have already spent time adding Epics and stories, Is it possible to link portfolio to an existing project.

Please advise.

Thanks


Answers:
author: Roi Fine
body: Hi [@Barbara Kok](/t5/user/viewprofilepage/user-id/3663376) ,

My name is Roi, I'll be glad to answer any questions you may have. Please use this link to book time with me. <https://calendly.com/rfine/60min>

Cheers,

Roi Fine \| Product Manager \| Portfolio for Jira


Tags: advanced-roadmaps
Why setting the team member's work start time using "Team-specific availability" is not working?
Asked by Gil Groman:

I have a team member that start working as part of team on a known date (e.g. 1/1/2020). Till then, he/she is working on other projects (and listed in another JIRA Portfolio plan, in a team there).

So I tried setting the team member's work start time to 1/Jan/20 and hours to zero under the "Team-specific availability", but still when 'calculating' the Portfolio allocate for it stories even on these unavailable dates.  
I tried also setting an exception till this date with work hours of zero, but this failed as well.  

What am I missing?


Answers:
author: Roi Fine
body: Hi [@Gil Groman](/t5/user/viewprofilepage/user-id/3586626) ,

Are you using the old or new interface of Portfolio for Jira Server (3.x)?

If it's the new interface, at the moment there is only default number to reflect velocity, hence no way to reflect diminishing or rising velocity/capacity.

We are working on a new feature that would allow you to adjust your future velocity per sprint to accommodate for such cases.

Please let me know if the above makes sense.

Cheers,

Roi \| Product Manager - Portfolio for Jira

comments: author: Gil Groman
body: I am using the old interface. Should it work there?


author: Roi Fine
body: Hi [@Gil Groman](/t5/user/viewprofilepage/user-id/3586626) , yep it should work. Please contact support to report this here: <https://support.atlassian.com/contact/>


Tags: advanced-roadmaps

team
No issue types in Portfolio dropdown when trying to map Hierarchy Levels
Asked by Chris:

Hello,

I seem to have a problem with mapping Hierarchy levels.

Despite nothing being mapped yet, the dropdown says that all the issue types have been mapped already. This also happens when I make new issue types and hierarchy levels.

Any idea what could be causing this?


Answers:
author: Roi Fine
body: Hi Chris,

My name is Roi, and I'm a product manager with the Portfolio for Jira team,

I would love to learn more about your problem so I can help you. Would you like to jump on a call? You can use this link: <https://calendly.com/rfine/60min>

Cheers,

Roi Fine \| Product Manager

comments: author: Chris
body: Thank you Roi, the problem ultimately resolved itself. I assumed that I would be able to map issues after they have been created in JIRA, but they only appeared for mapping after being used in a project.


Tags: advanced-roadmaps
Using Jira queries to populate Portfolio
Asked by Shadd Schutte:

I am trying to limit the stories that populate in Portfolio by loading a board that is populated by a filter that pulls multiple projects into one board based on epic criteria. When I look at the board in Jira the data is correct but when I pull that board into Portfolio it no longer limits the data from that board that is filtered by my query. Here is the query that I use to populate the board "*issue in epicsWhereIssueIn("project= medical") AND project != medical* " but when I open portfolio it list every story from all the projects that populate that board when I just want the epics. Any help is greatly appreciated. Here is another example of a query that I cannot get to populate correctly in Portfolio: *project in (auto, casualty, medical, siu, ss, property) AND type = epic AND issue in epicsWhereIssueIn("project = FLEX")*


Answers:
author: Crystelle S
body: Question - *issue in epicsWhereIssueIn("project = FLEX") -*is this an add-on? At the conference class this year I asked about using scriptrunner add-on queries in Portfolio and Atlassian admitted they saw issues with nested queries from that particular add-on. It's possible that Portfolio is also having issues with your add-on. Not an answer per se but may be why you are seeing what you are seeing. I've gotten around this issue by splitting out the queries and pulling them in individually when building a Portfolio plan.

comments: author: Shadd Schutte
body: Crystelle, thanks we are doing the same thing pulling the nested queries out but we have almost 75 teams that we have to individually create to get the same data we get from the nested query. I was told that these nested queries are called Jira tricks but they don't seem to work for portfolio.


author: Crystelle S
body: yes, the information we were given at the conference seemed to indicate that people are seeing strange, varied behavior and it was being investigated. the workaround suggested was what you and I are doing... that was in April this year (2019)


Tags: advanced-roadmaps
Implement feature to convert story points to hours in new UI
Asked by Ivo_de_Vries:

In the old user interface I am able to set a conversion rate for story points to hours per data source. This we need because we are using a company wide portfolio plan that includes multiple teams with each their own agreement on what a story point is worth and some teams that do not work with story points but hours.

Since the new UI has been released, this feature is missing which prevents me from switching to the new approach and make use of all the new improvements.

If you will not bring this feature back, should I be using Portfolio differently (e.g. a different Plan per team and a Program to get the entire overview?). I think this won't work for us as there are interdependencies in between teams but any suggestion is very welcome.


Answers:
author: Nic Brough -Adaptavist-
body: I don't think you will see this coming back - story points are not hours. They're not any simple multiplier of hours. I've seen 1SP take two days and 8SPs take 30 minutes. Their relative complexities were right, the length of time to close them was very very different.

comments: author: Ivo_de_Vries
body: Ok fair answer as that is generally the case anywhere, especially with each team having their 'standards' for assigning story points to certain tasks. We were trying to create a company wide portfolio (Business + IT departments) but maybe this is too ambitious :)

Question I have then is:

How will a portfolio plan with multiple teams work then if each team has their own way of story pointing? I assume each team will have to work with SP's and a (scrum) board as an issue source so that the velocity from each team is used to determine how long each 'bar' should be in the plan schedule?

E.g. if we have an issue with 10SPs and a team 1 and a team 2. Team 1 has double the velocity of team 2. If this issue is reassigned from team 1 to team 2, I would expect that the visualised bar (with start, end and duration) will also become twice as long whilst still having the same amount of story points?

Trying to figure out how this will work in practice so any help is very welcome!


author: Crystelle S
body: If your teams are estimating separately then wouldn't it stand to reason that upon reassignment the new team would estimate the work for inclusion in your plan? also comparing velocity across teams is dangerous. Velocity is a team-centric planning tool. You can't plan how long it will take a team to complete work based on another team's estimate and velocity.... I think you are going to find many gaps with the way you are configuring this...


Tags: advanced-roadmaps

server
Is the parent link field dependent on having a Portfolio license?
Asked by Charles Parra:

My organization has been using Portfolio but we are planning to stop using it and will drop the license. We have a number of epics that are linked to Initiatives. Will eliminating the Portfolio license also remove the Initiative issue type and the parent link field? Trying to determine whether I will have to implement a different approach to linking epics to their parent initiatives.


Answers:
author: Pete Singleton
body: Yes - the defined hierarchy requires Portfolio to be available. Without the plugin, you can't have an additional hierarchy level above Epic.

You could still have an issue type called Initiative, and link to it using Linked Issues (using a parent/child link type).


Tags: advanced-roadmaps

cloud
Can Admins still edit trello boards on free version
Asked by Emily Christensen:

I know Trello is moving to no more than 10 collaborators on free accounts. This means that they will not be able to edit the boards. Will the admin of that board still be able to edit it? Or will no edits be allowed if you have more than 10 collaborators?


Answers:
author: Dreamsuite Mike
body: You are correct, unless you either upgrade the subscription or bring your **WORKSPACE**collaborator count to 10 or less, no boards will be editable.

comments: author: Caity
body: To specifically address the part about admins, admins will also not be able to edit the content of the board. Board admins *will* be able to remove members from the board, however.
Atualizando o plano Trello Premium: discrep?ncias de faturamento
Asked by Administrativo Biancamano:

Atualmente tenho uma equipe com 5 membros, 5 convidados. Totalizando 10 usu?rios.

?ramos usu?rios Standart e final do ano passado, em Dezembro/2023 fizemos o upgrade para o plano Premium e pagamos R$2.334,40 reais por um ano de acesso. A oferta do Premium ? $10/por usu?rio plano anual, ou seja, dev?amos pagar $100 pagamos bem mais. Al?m disso, n?o completamos um ano do plano ainda e j? foi solicitado upgrade e est? realizando a cobran?a no pagamento novamente, suspenderam e limitaram o acesso para o basic.


Answers:
author: Lara
body: > **Translation:**  
> I currently have a team with 5 members, 5 guests. Totaling 10 users.   
We were Standard users and at the end of last year, in December/2023 we upgraded to the Premium plan and paid R$2,334.40 reais for one year of access. The Premium offer is $10/per user for an annual plan, that is, we should pay $100 but we pay much more. Furthermore, we haven't completed a year of the plan yet and an upgrade has already been requested and the payment is being charged again, they suspended and limited access to the basic.  
Hi there,  
Thanks for reaching out!  
I can see that you've opened a ticket (CA-2975954) with our Customer Advocates team. As this is in relation to your subscription, the team will work with you in that ticket as soon as possible.  
Please let us know if you have any other questions, and we'll be happy to help.  
All the best,

Lara  
The Trello Team
API set up for Zapier
Asked by Fernando Manresa:

I'm new to this API thing and I'd like some help with setting up an API to send data to Zapier. I've set up the API but on Zapier I'm not getting any data and just get an empty querystring. Is there some option I need to enable on Trello for Zapier to get the card details using a webhook?


Answers:
author: Josh_Unito
body: Hi [@Fernando Manresa](/t5/user/viewprofilepage/user-id/5499744) ,

An empty query string usually means Zapier isn't receiving the right data from Trello. Here are some factors you could consider:

* **Check your trigger:** I know it sounds silly, but are you sure the Zapier trigger is set up correctly to respond to the *specific* Trello action you have in mind? (e.g., a card is created, moved to a list, etc.).
* **Webhook Settings:** Trello's webhook settings may not be configured to send the right data payload in the format Zapier expects.
  * Click on "Power-Ups" \> "Zapier."
  * Make sure the webhook is active and that it's configured to send the necessary data.
  * If the query string is still empty, there might be a mismatch in the expected format.

You can also try checking Zapier's task history to see if it received the webhook and the data payload.  

Or if you're still having trouble, you could definitely achieve the same functionality far more easily with Unito's Trello Power-Up. Here's a guide on [how to sync Trello cards](https://bit.ly/TrelloCardSyncGuide) bi-directionally without having to worry about APIs and triggers.