youngmon/atlassian-qna huggingface dataset:
JIRA Portfolio : search feature
Asked by amine benali:

Hello,

Currently, when we are at Epic Level, Portfolio cannot show all the User Stories because we have so many items in the backlog *(error message : The next level of hierarchy is currently disabled. There are too many issues to load them all individually. Please use filters to narrow down the data set first. )*

How can we search for a specific Epic and all its User Stories in Portfolio ???


Answers:
author: Earl McCutcheon
body: Hello Amine,

This is covered in the Documentation in [Creating and deleting plans](https://confluence.atlassian.com/jiraportfolioserver/creating-and-deleting-plans-802170502.html) but there are some hard set limits on the plans for what can be imported or rendered that are set for performance reasons to prevent overloading the system as these are resource intensive operations.

The Hierarchy level is disabled for the next level down if the total issue count is \> 2000 in your case filtering at the epic level you have **Initiative + Epic + Story \> 2000** so the story level is disabled and not rendered.

As an exaggerated example if you have a plan that contains 1 epic with 2000 stories in that epic, only the Epic level will render and the stories cannot be expanded as the total count is 2001 and the story hierarchy level is disabled

We have the following Feature Request to allow increasing these limits:

* <https://jira.atlassian.com/browse/JPOSERVER-1671>

Currently the only option is to reduce the scope of you plan to render the content at the lower levels, As covered in the Documentation listed above:
> you can consider creating multiple plans and spread the work across these plans, or you can [exclude certain issues](https://confluence.atlassian.com/jiraportfolioserver/creating-and-deleting-plans-802170502.html#Creatinganddeletingplans-scope) from the [sources](https://confluence.atlassian.com/jiraportfolioserver/creating-and-deleting-plans-802170502.html#Creatinganddeletingplans-issuesources) that you're connecting to your plan.

Regards,  
Earl


Tags: advanced-roadmaps
issuekey in childIssuesOf(PORT-1, PORT-2) is not supported ?
Asked by Anilkumar B:

i have a filter where i need to return a list of issuekeys from ES Portfolio project aswell as all connected child issues in each of the top issue (the Portfolio Epic)  
here is my filter -

issuekey in (EEEP-267, EEEP-133) OR issuekey in childIssuesOf(EEEP-133) AND fixVersion in (PI18C)

It works with only one issuekey for childissues Of, but when i enter

issuekey in childIssuesOf(EEEP-133, EEEP-267)

i get error "Function 'childIssuesOf' expected '1' arguments but received '2'." because the function wont take more than one argument. So how can i solve this.  


Answers:
author: Sana Safai
body: You can turn "issuekey in childIssuesOf(EEEP-133, EEEP-267)" into "issuekey in childIssuesOf(EEEP-133) OR issuekey in childIssuesOf(EEEP-267)"

comments: author: dan papuc
body: what if the list of arguments is too long and dynamic ? (updates several times a day ...)


Tags: advanced-roadmaps
I am new to the JIRA Portfolio, I really dont know if we can calculate the fix release date
Asked by Deepak Singh:

Hi,

I am new to JIRA portfolio. We are looking to use this for Release tracking.

I really don't know if it can calculate the Fix release date based on the estimates provided against the Issue.?

If we want to check the plan vs actual progress does it have the ability to do so?

I saw that it has baseline start date, Baseline finish date, but I observed that it does not shift those dates based on the estimate against the issue, and same goes with other available dates ,i.e start date and end date. Does this mean that we have to manually add dates against each issue? or am I missing something here.

Thanks

Deepak


Answers:
author: Earl McCutcheon
body: Hello Deepak,

The Releases can be configured as a Fixed release or a dynamic release, the Dynamic Release will calculate the release dates where the Fixed dates are set manually. [This is covered here](https://confluence.atlassian.com/jiraportfolioserver/configuring-release-dates-802170565.html) in more detail.

Tracking the Progress and status of the issues in the plan is covered in [this Documentation](https://confluence.atlassian.com/jiraportfolioserver/tracking-progress-and-status-814212695.html)

As for Baseline start dates which are you referring, Portfolio has Earliest Start, Target Start, \& Scheduled Start.

* Earliest Start - this is a constraint that guarantees that an item is not scheduled before the defined date
* [Target Start](https://confluence.atlassian.com/jiraportfolioserver/adding-target-dates-868977194.html) - A visual identifier for Actual vs planned dates
* [Scheduled Start](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html) - When the issues is calculated to be able to start based on all the the variables

Regards,  
Earl


Tags: advanced-roadmaps
Dependency Reports/ View
Asked by Tania Thorbourne:

Hello,

I'd like to utilize Jira and confluence to share dependencies. I have three teams utilizing Jira and they have different boards. Are you able to share with me some options that I can use between both tools (Jira and confluence)? Ideally Id like a view of tickets that are listed as related to or blocked by on one page even if it is a different project or board.


Answers:
author: Earl McCutcheon
body: Hi Tina,

The Dependencies are tied to Issue Links, by default Portfolio only as the link type Blocks configured but additional dependencies can be configured, when an issue is linked to another issue and the Dependency is mapped to the link type, the dependency is set on the issue and the report automatically pulls in the data from the current state of the mapping.

Details on linking the issues and configuring additional link types as Dependencies can be found here:

* [Jira Server: Linking issues](https://confluence.atlassian.com/jiracoreserver073/linking-issues-861257339.html)
* [Jira Cloud: Linking issues](https://confluence.atlassian.com/jiracorecloud/linking-issues-779296002.html)
* [Jira Server: Managing Portfolio dependencies](https://confluence.atlassian.com/jiraportfolioserver/managing-portfolio-dependencies-802170496.html)
* [Jira Cloud: Managing Portfolio dependency settings](https://confluence.atlassian.com/jiraportfoliocloud/managing-portfolio-dependency-settings-828785188.html)

Regards,  
Earl


author: Tania Thorbourne
body: I think this is helpful but what I am asking is more of ways to create this report. We do not have this view right now. It seems the directions you gave me is more of how to share it once its already created.

Are you able to tell me how to create this? I have three teams in Jira on different boards. One team is cloud based.


author: Earl McCutcheon
body: Hello Tina,

If you have the [HTML macro enabled for Confluence](https://confluence.atlassian.com/doc/html-macro-38273085.html), you can use the Portfolio report share option to get an iframe url snippet you can put into an HTML macro to render the data in a confluence page.

Additional detaisl can be found:

* [How to put an iFrame into Confluence](https://confluence.atlassian.com/confkb/how-to-put-an-iframe-into-confluence-598837531.html)
* [Portfolio: Sharing reports](https://confluence.atlassian.com/jiraportfolioserver/sharing-reports-857058634.html)

Regards,  
Earl

comments: author: Tania Thorbourne
body: I think this is helpful but what I am asking is more of ways to create this report. We do not have this view right now. It seems the directions you gave me is more of how to share it once its already created.


Tags: advanced-roadmaps
Themes in Portfolio for Jira
Asked by Kirk Mower:

I have created a report. Created a number of Themes, then Clicked Calculate ... but the colours in the report are still the same (washed out blue). Just wondering how to get this function working properly. I have read through everything I can find by Googling it, and the main one says just that. Set up Themes, make sure themes are in Scope and Assigned, and then click Calculate. Thanks.


Answers:
author: Earl McCutcheon
body: Hello Kirk,

To get the themes to be visible in the scope timeline, there is a coloring option in the settings menu in the upper right, by Default this is set to Single which is the Dark Blue/Light Blue to highlight the Estimated/Un-estimated issues, switch this to Theme to display the Coloring on the work items:

![Screen Shot 2018-07-06 at 9.22.13 AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/26310iB9699D18069F525E/image-dimensions/242x178?v=v2 "Screen Shot 2018-07-06 at 9.22.13 AM.png")

Regards,  
Earl


Tags: advanced-roadmaps
Activity stream for Portfolio
Asked by Nomuundari Adiya:

Hi, i want to disable our Portfolio for JIRA. But there is 4 Plan. And i dont know that this 4 is active or old Plan. How can i know this? There is activity stream or activity history for Portfolio?


Answers:
author: Earl McCutcheon
body: Hello,

Best thing to do would be to reach out to the creator of the plan to see if it is in use still, if you do not know who that is, you can pull this from the DB via:

```
SELECT "TITLE","CREATOR_ID" FROM "AO_D9132D_PLAN";
```

Next, removing the plan is not going to alter any of the actual issue data, it just delete the Plan and the plans configurations. If it is deleted but was still in use to recreate the plan would be time consuming, so it is best to get confirmation prior to committing to the delete.

Also if the Plan is the Pre 2.0 Classic Plan Layout but still in use and you want to upgrade the plan to new newer Live Plan Model check out the [Live Plan Migration guide](https://confluence.atlassian.com/jiraportfolioserver/migration-guide-859479290.html)

Regards,  
Earl


Tags: advanced-roadmaps
upgrading free workspace
Asked by Bridget Thomason:

I need to upgrade our workspace before April 8.

I have one workspace, with 8 boards and 71 members.

My intent is to upgrade to standard, retaining the 8 boards, paying for 7 multi-board licenses. My questions are these:  

1. Are the remaining 64 members considered "collaborators" and therefore well over the limit of 10? I was told I needed to remove them and re-invite them as "guests" to a single board to avoid charges. But that's contradictory to the stated limit of 10 collaborators.

2. Do I need to remove all single-board members before I upgrade the seven multi-board members?

Thanks

Bridget


Answers:
author: Gaurav Kataria
body: Bridget, you will be charged for all Workspace members and all Multi-board guests. Single Board Guests are free. Details [here](https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/). You can see the list of members and multi-board guests on the workspace members tab (on the left hand menu, see below). You can remove any members from that page.

![Remove Workspace members.png](https://community.atlassian.com/t5/image/serverpage/image-id/313897i11E31133CF835AD2/image-size/large?v=v2&px=999 "Remove Workspace members.png")
2 accounts on accident. Can't correct email
Asked by Dana Lee:

I needed to change my email. I had an account connected to a personal email (Trello 1). I needed it to connect to my work email. Instead I was directed and ended up making a new account with the correct email(Trello 2). The Trello 2 does not have any of my cards. I tried to edit the Trello 1 to the correct email and it says I can't change to my work email because it has it's own account. Do I delete Trello 2 and start over? The confusion is that I was only trying to edit the email on Trello 1 and that was how I ended up with a new account, Trello 2. How do I combine them with the info on Trello 1 but the email notifications going to the email on Trello2?


Answers:
author: Ste Wright
body: Hi [@Dana Lee](/t5/user/viewprofilepage/user-id/5459180)

You *might* be able to [delete your Atlassian account](https://support.atlassian.com/atlassian-account/docs/delete-your-atlassian-account/), and once you're outside the 14 day grace period, change the email of the first user to the email from the deleted user

However, I think it would be better to either...

* Follow the instructions on this page - <https://support.atlassian.com/trello/docs/merging-and-splitting-multiple-trello-accounts/>
* Move Boards from Trello Workspace 1 to 2 - <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>

Or, reach out to Trello Support for more assistance - <https://trello.com/contact#/>

Ste
few questions
Asked by Charles-Antoine Leclair:

How to transfer the ownership of the workspace from one person to another?

Is it possible to have multiple boards within one workspace? If so, can 10 collaborators access all boards within the workspace?

What is the difference between a collaborator and a guest?

Does the owner of the workspace have access to all the boards within the workspace?

Can collaborators create boards in the workspace?

Are group licenses available? More specifically, governmental licenses? If so, how much are they?


Answers:
author: Ste Wright
body: Hi [@Charles-Antoine Leclair](/t5/user/viewprofilepage/user-id/5455676)

Answers below!

---

How to transfer the ownership of the workspace from one person to another?

* You can add new Workspace Admins to a Workspace, if needed - to do this, see these instructions: <https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/>
* On Free instances, all users have admin access. See more information on admin capabilities on this page: <https://support.atlassian.com/trello/docs/workspace-admin-capabilities/>

---

Is it possible to have multiple boards within one workspace? If so, can 10 collaborators access all boards within the workspace?

* Yes - you can have up to 10 open boards on a Free workspace, and unlimited boards on a paid workspace. You can see a good feature comparison between plan levels on this page: <https://trello.com/pricing>
* Workspace members can access all boards, or you can choose to limit access using board permissions. See this help page: <https://support.atlassian.com/trello/docs/changing-permissions-on-a-board/>
* This is another good help page on changing the visibility of a board: <https://support.atlassian.com/trello/docs/changing-the-visibility-of-a-board/>

---

What is the difference between a collaborator and a guest?

* This page has a good comparison of different Trello users - <https://support.atlassian.com/trello/docs/changing-permissions-on-a-board/>
* There are also two types of guest - single-board (free on paid plans), and multi-guest (billable). See more information on this page: <https://support.atlassian.com/trello/docs/board-guests/>

---

Does the owner of the workspace have access to all the boards within the workspace?

* As far as I know, Workspace Admins also get Board Admin by default, so should be able to view all boards. This is stated on this help page: <https://support.atlassian.com/trello/docs/changing-the-visibility-of-a-board/>

---

Can collaborators create boards in the workspace?

* Yes, workspace members can create boards
* On Premium and Enterprise subscriptions, you can limit who has this permission, along with copying or moving boards

---

Are group licenses available? More specifically, governmental licenses? If so, how much are they?

* Standard pricing can be found on this page - <https://trello.com/pricing>
* Unsure what you mean by group licenses, can you clarify? If you mean discounts, Trello offers discounts in these scenarios: <https://support.atlassian.com/trello/docs/non-profit-and-educational-discounts/>

---

Let us know if you need any further help!

Ste
Can I change the color on my card for the timing/due date reminder
Asked by Talia Reid:

Can I change the color on my card for the timing/due date reminder from red/yellow to a different color.


Answers:
author: Dreamsuite Mike
body: Hi [@Talia Reid](/t5/user/viewprofilepage/user-id/5459176)

You can't change the colour of the due date reminder but you could do an automation that when a card is nearly due (on the day), it adds a specific coloured label and when it becomes past due adds another coloured label...

More complex, you can use automation and the Trello API to set the card cover colour...

Let me know if either of these options would help and I'll put together a little guide
C?mo puedo recuperar un tablero borrado?
Asked by Inmaculada Sanchez:

Buenas tardes he debido borrar el tablero de trabajo por error y necesito recuperarlo, alguien sabria decirme c?mo?


Answers:
author: Vronik
body: hola

?chale un vistazo a este post

<https://community.atlassian.com/t5/Trello-questions/Es-posible-recuperar-tableros-eliminados/qaq-p/2625649>
What does billing look like for Standard vs platinum with 15 member team?
Asked by Chelsea Howe:

Hello!

My team is looking into the best option for us in terms of a Trello subscription. We have 15 team members and use Trello boards for project tracking, capacity of team mates, and team initiatives.

It seems like billing would be 5-12 dollars per team member based on the subscription chosen. Is this correct?

Thank you!


Answers:
author: Ste Wright
body: Hi [@Chelsea Howe](/t5/user/viewprofilepage/user-id/5459141)

Trello pricing is listed here: <https://trello.com/pricing>

You can also view an estimate from within your Trello instance:

1. Go to Trello's homepage
2. If needed, on the left-hand side, open the settings options next to your Workspace ("v" icon)
3. Select *Settings*
4. Next, on the left-hand side select *Workspace settings \> Upgrade workspace*
5. Scroll to the bottom of each list; this will provide you pricing estimates (aside from Enterprise, you need to contact sales for this. There's a button on this screen to do that).

Ste
Como que eu fa?o para compartilhar o link do quadro e as pessoas n?o poderem alterar o quadro.
Asked by Sheila Motta - Vendas Diretas:

Quero compartilhar o link e se a pessoa quiser alterar ela precisa fazer uma c?pia do quadro, n?o quero que ela altere o meu quadro.


Answers:
author: Vronik
body: Look at this

<https://support.atlassian.com/trello/docs/sharing-links-to-cards-boards-comments-and-actions/>

<https://support.atlassian.com/trello/docs/adding-people-to-a-board/>

<https://support.atlassian.com/trello/docs/changing-permissions-on-a-board/>
Form to submit for educational pricing
Asked by Sharon Widup:

Hi all, I'm struggling to find the application form to submit for discounted educational pricing. The link appears to redirect to a page that lists the types of discounts, but I could not find the actual application form that is required for the purchase.  

* **Education discount -** Submit your application ++here++   

Would anyone have the link to the actual application form to submit, so the purchase can be made?

Thank you for your assistance!


Answers:
author: Gaurav Kataria
body: <https://www.atlassian.com/solutions/survey/academic-license-request#/>
Card Aging + Link preview cards display issue
Asked by Tymek Zapa?a _Colorful Budget_:

Hello community,  

I have been using Card Aging power-up for a long time and it's great, but there's one edge case - if I create link preview cards (by just inserting an URL to "Add a card" field), they get "old" just like regular cards.

I want to have Links column in some of my boards to store URLs that I often use - after few weeks all my links are greyed-out which weird. Basically I'm missing the option to make these link cards "evergreen" just like regular cards and avoid their aging.

![preview.jpg](/t5/image/serverpage/image-id/313627iCD55EBC718A0026E/image-size/large?v=v2&px=999 "preview.jpg")

Do you know any workaround for this problem?


Answers:
author: Andrea Crawford
body: [@Tymek Zapa?a _Colorful Budget_](/t5/user/viewprofilepage/user-id/5262427) - while this is a little time consuming, I think this should fix your issue. There is a setting within the Card aging power up called "evergreen" mode that prevents a card from turning gray, however you'll have to temporarily convert your card to a regular card in order to enable the setting.

- Right click on the front of the link card  
- Choose "Convert to regular card" -\> Save  
- Click on the card to open it, then click on the "Card aging" button  
- Click on "Evergreen"   
- Close the card, right click over it again  
- Click "Convert to link card" -\> Save  

Let me know if this works for you!  

![Screenshot 2024-03-21 at 9.24.23?AM.png](https://community.atlassian.com/t5/image/serverpage/image-id/313629i65EC4F5B0D19CBCE/image-size/large?v=v2&px=999 "Screenshot 2024-03-21 at 9.24.23?AM.png")

comments: author: Tymek Zapa?a _Colorful Budget_
body: Wow, didn't know that you can reverse converting to regular card! This is exactly what I was looking for. Thank you.

I wish that Card Aging power-up has option to exclude all link card from it, would be pretty easy to implement I believe ;)


author: Dreamsuite Mike
body: Hi [@Tymek Zapa?a _Colorful Budget_](/t5/user/viewprofilepage/user-id/5262427)

There is a workaround for this, see the below gif:

![Screenrecording2024-03-2122.10.44-ezgif.com-optimize.gif](https://community.atlassian.com/t5/image/serverpage/image-id/313641iC0354BD81E81AD1E/image-size/large?v=v2&px=999 "Screenrecording2024-03-2122.10.44-ezgif.com-optimize.gif")

comments: author: Tymek Zapa?a _Colorful Budget_
body: Thanks a lot, just what I was looking for!


Tags: card-aging
How to send an automatic email through Trello when moving a card to a specific list?
Asked by Rafael Heringer:

I need to know how to set this rule so that I can automate my responses, that is, when moving my card to a pre-defined list, it would automatically send an email to the registered person, I don't know which command to use. Could you kindly help me?


Answers:
author: Jared
body: Hi Rafael,

You'll want to create a rule that looks like this: \`when a card is added to list "list" by me, send an email notification to "test@example.com" with subject "Subject" and message "Message"\`

You can find the send email action under the Content tab: ![Screenshot 2024-03-21 at 5.27.04?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/313673i68839DD9AE4665CF/image-size/large?v=v2&px=999 "Screenshot 2024-03-21 at 5.27.04?PM.png")

If you want to include info about the card in the email, you can use variables in the message, see [this link](https://support.atlassian.com/trello/docs/butler-variables/) for info on variables.
Sharing boards
Asked by Rita Rio de Sousa:

Is it possible to share a board so that this board also appears on the members' desktop? and even if everything each member does on this board is automatically visible to everyone? because we put several members on some boards but nothing happened. the members didn't have this board in their work, so we don't understand what we are doing wrong or what makes it possible to introduce members to the boards


Answers:
author: Ste Wright
body: Hi [@Rita Rio de Sousa](/t5/user/viewprofilepage/user-id/5458733)

How did you add the users to the Boards? I assume they already had Trello access?

They should show in the "Your boards" section for each user.

Perhaps try sharing the board using a link, if you haven't already?

Ste

comments: author: Gaurav Kataria
body: Details here: <https://support.atlassian.com/trello/docs/inviting-people-by-using-a-shareable-link/>