youngmon/atlassian-qna huggingface dataset:
How do I add existing Jira Epics to an already created Plan?
Asked by Joel Feldman:

I must be missing something obvious but I can't see how to add existing Jira Epics to an already created Plan. (When I created the Plan I was getting server timeouts. The only way around that was to created the plan without any Epics.). I am running Portfolio 2


Answers:
author: Joel Feldman
body: Nevermind. I found that wizard through:

1. \<plan\> ... Configure
2. Issues sources
3. Edit sources

comments: author: Ludovic Allouch
body: 4 years later, this auto-answer saved me from a bad week-end ;)


author: Grant Willison
body: the accepted answer doesn't work. Neither do jira plans


Tags: advanced-roadmaps

epic

plan
Adding boards in Portfolio scenario
Asked by Dieter Eichert:

I want to add an additional board/project in Scenario b of my portfolio planning. How can I do that? Reason: I want to separate specific projekt workload from Feature requests and want to show the impact of feature Requests

Thanks in advance


Answers:
author: Jason Golden
body: This is not possible - Scenarios are fixed to the plan as you have it configured to boards/projects.

One way to accomplish what you're describing: **include** the feature requests in your board configuration. Then, associate these workload impacting feature requests to a unique Epic called "Pending Feature Requests" (so they're not at the bottom of the plan) and leave them unestimated and not assigned. Then, in Scenario B you can put estimates on them and see the impact to your schedule and workload.

-Jason Golden  
Denver AUG Leader


Tags: advanced-roadmaps

scenario
Increase team velocity/capacity temporarily
Asked by Russell Stringer:

One of the teams I am working with has a stable velocity, but will be having a specialist join the team for a few Sprints to address some specific (related) work.

The team want to show increased capacity/velocity in Portfolio to reflect the work they are doing, but they also need to velocity to drop back down after the specialist leaves the team to ensure they don't take on too much work for later releases.

In short:

* Specialist's Stores need to be estimated (in points)
* Team capacity needs to increase while the specialist is with the team
* Team capacity needs to drop back to former level when the specialist leaves

What is the best way to achieve this in Portfolio?


Answers:
author: Kevin Hamm
body: Create a new team in portfolio with the team members that will be added during the time frame and associate them with the board they will be working on. Specify the number of story points the team is estimated to work during that time on the velocity when adding the team in your portfolio plan. On the far right of the team section there are 3 dots that appear when you hover. In this section you can specify the Sprints that the team will be working on. Portfolio will add these folks during those sprints only. Keep in mind, you have to have the sprints created on the boards for this to work (you dont have to have them filled with issues.

comments: author: Russell Stringer
body: Thanks very much Kevin!

When I read you answer I first thought it sounded a bit like a hack, but having tried it I've found it's a really clean solution.


author: Russell Stringer
body: Minor problem: The Capacity Report now shows the temporary team as over capacity by \>1000% and the team they are helping as completely free. Both teams are assigned to the same Sprint as per the advice above. Is there any way to fix this? I've tried un-allocating the teams and re-allocating, but still see the same result.

Many thanks!


Tags: advanced-roadmaps
Can Portfolio import issues in a custom hierarchy?
Asked by Ronan Duke:

I've got an existing set of \~15 projects which I've reflected in a custom hierarchy (see below). I've \~30 issues at the Initiative level and many more at the Feature level. ![portfolio-custom-hierarchy.PNG](/t5/image/serverpage/image-id/7554iD87FDD142309E582/image-size/large?v=v2&px=999 "portfolio-custom-hierarchy.PNG")

In Jira, I've created a notional hierarchy using a custom "implements" link. So Epics (in one of the \~15 projects) implement Features and Features implement Initiatives.

So: I was hoping when I created a plan in Portfolio that Portfolio would somehow import the issues in my custom hierarchy. When I create the plan I can see my Initiative and Features but there's no hierarchy there. Clicking on an Initiative just prompts me to enter the Jira ids for the next Feature. I could enter these manually but I wanted to check if I'm missing something here.

Basically, I'm looking for something easier than clicking on each Feature and entering the Initiative jira-id in the Parent-Link field. Given that I've \> 100 Features to process, that's a lot of manual clicking I'd prefer to avoid if possible.

thanks for any help/guidance etc.

Ronan


Answers:
author: Ruslan Prakapchuk
body: Hello Ronan,

it's not possible to build up Portfolio hierarchy with a custom link at the moment, but we are working on it in scope of <https://jira.atlassian.com/browse/JPOSERVER-1423>

If you vote for this ticket it will gain more traction and will be more likely to be picked up. Also, watching issue will help you to stay up to date with progress on it.

comments: author: Ronan Duke
body: hi Ruslan: thanks for the reply. I've upvoted that ticket.

regards,

ronan


Tags: advanced-roadmaps
Dependencies Report in JIRA Portfolio not Showing Dependencies
Asked by Kevin Hamm:

We are currently using JIRA Portfolio and have dependencies defined in JIRA as Requires and Required by. The configuration of Portfolio has this dependency type specified.

Within Portfolio, dependencies can be added to issues and you can see the dependencies in the scope timeline and also scheduling algorithms take dependencies into consideration.

The issue is within the Reports section of Portfolio. When I navigate to the Dependencies report, nothing shows up. It only says: "We couldn't find any dependencies in your plan, based on the time it was last calculated.Last calculation: 11/Oct/17 08:19 AM". This occurs regardless of the filter set for release, hierarchy level, date range, etc.

I have gone through everything I can think of to try to resolve this issue but am lost at this point as to what can be causing the report to not produce results. Any ideas on what might be the issue?


Answers:
author: Kevin Hamm
body: Issue was resolved by removing and re-adding the Dependency link type in Portfolio Dependency settings.

comments: author: Andrew Ukasick
body: Thanks! I had the same problem and this procedure resolved the issue for me as well.


author: Legna Garcia
body: Hi folks,

Do you know if this issue is already fixed? I need to shown up dependencies configured from settings option. Portfolio is showing only "blocks" issue links.

Thanks


author: Bhushan Nagaraj
body: Hey Kevin,

The report will only display dependencies where the source is not yet resolved. For example, is DEMO-123 blocks DEMO-987, the report will only display this is DEMO-123 is still pending resolution.

Also, you will have to make sure you have calculated the changes in Portfolio by clicking "Calculate" in the scope view.

Regards

Bhushan

comments: author: Kevin Hamm
body: Thanks Bhushan, I have a very good understanding of how Portfolio works. I actually just solved the issue. It appears to have been a bug of sorts. I removed the Dependency link type in Portfolio Dependency settings and re-added it and it fixed the problem.


author: Renato
body: Unfortunately, that workaround didn't work for me. It only resolves "blocks" type of dependencies, but not others.

I've raised the issue with Atlassian, and they've confirmed that this is a Bug ([JPOCLOUD-1994](https://jira.atlassian.com/browse/JPOCLOUD-1994))


Tags: advanced-roadmaps
How to show a progress in Portfolio schedule view
Asked by Anatoly Goldstein:

Hi

I'm playing around with Portfolio for Jira for a couple of days and I have a question about showing/tracking progress of epics/stories/sub-tasks.

I can see a progress of tasks in Progress column of Scope view where progress bar is displayed, but I can't see it in Schedule view.

I'd like to see a progress of high level epics and stories relative to current date.

Is there a way to do it?

Thanks


Answers:
author: Kevin Hamm
body: Have you looked under reports? Take a look at the scope report for a roll up of progress on each issue type.

comments: author: Anatoly Goldstein
body: Thanks for a quick reply Kevin.

Yes, I have looked.

But scope report gives the same info as schedule view. From progress bars of each issue it's hard to see whether a project is ahead or behind a schedule.

What I'm looking for is a chart with progress bar and a vertical line of current date. Schedule view has a vertical dashed line of current date but has no progress bars and scope report has progress bars but no current date reference.


Tags: advanced-roadmaps
New rules about Collaborators
Asked by Dayane:

A notification appeared that Trello will change the rules regarding collaborators in the work area and I have a question!  
In total, we have 15 collaborators, 4 with paid accounts (work area members) and 11 guests with different work areas.  
Will the new rule include all the 15 members, because we have guests, or just the 4 of us because we use the paid work area?

**Collaborators (15) Desktop Members (4) Guests (11)**


Answers:
author: Sal
body: Hi [@Dayane](/t5/user/viewprofilepage/user-id/5184864)! It really doesn't matter which subscription these 15 members of *your* Workspace members currently have on their Workspaces, as this won't be a factor that affects your subscription price. What you'll need to keep an eye out for is the total number of members you have in your Workspace, which is 15 (Workspace members + Guests).

Let me give you an example using your current number of Members. Let's say you want to upgrade your Workspace to the annual plan for Premium, and you have 4 Workspace members and 11 single-board Guests. In this scenario, you'd *only need to pay* for the 4 members of your Workspace, as they're the *only billable members* of your subscription.

However, let's change the scenario a bit. Let's say that instead of having 11 single-board Guests and 4 Workspace members, you have 4 Workspace members, 9 single-board Guests, and 2 multi-board Guests. In this second scenario, you'd need to pay for the 4 Workspace members (remember they're considered billable members) and the 2 multi-board Guests.

Multi-board Guests on paid Workspaces are also considered billable members and can affect the final price of your subscription.

To learn more about how billing works on Trello, you can read this support article here: <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>

I hope this helps!


Tags: collaboration

member
We have two separate accounts and want to move to premium how do we combine the accounts
Asked by Sally Brady:

We have two separate accounts and want to move to premium how do we combine the accounts, so merge the two accounts


Answers:
author: Caity
body: Hi there! If you want to consolidate two Workspaces into a single Workspace, you can do that by moving the boards from one Workspace into the other: <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>
We'd like to remove Workspaces that were set up by members of staff who have left the organisation
Asked by Barbara Wait:

There are no admins who can do this. Can you please advise how we can do this?


Answers:
author: Sal
body: Hi [@Barbara Wait](/t5/user/viewprofilepage/user-id/3985556)! If you're talking about a free Workspace, all members of the Workspace have admin permissions just like everyone else. As such, you or someone else (if a member of the Workspace) can [delete the Workspace](https://support.atlassian.com/trello/docs/deleting-a-workspace/) if needed. However, deleting a free Workspace **won't delete** the boards. Instead, they'll be closed, to be [reopened](https://support.atlassian.com/trello/docs/reopening-a-closed-board/) by the board admin.

If you're the admin of the boards in your Workspaces, you can [close](https://support.atlassian.com/trello/docs/closing-a-board/) and [delete](https://support.atlassian.com/trello/docs/deleting-a-board/) the boards before [deleting the Workspace](https://support.atlassian.com/trello/docs/deleting-a-workspace/) itself if it's something you want to do.

I hope this information helps!
is there a sales person i can speak with about upgrading our account?
Asked by Len Searfoss:

i am trying to understand the changes coming to Trello and how that will impact my guests and users. is there a sales person who can help me with this question?


Answers:
author: Caity
body: Hi there! I'd be happy to help you here if you can share more about your questions.

In the meantime, if you have questions about how billing works in Trello Premium, we have more information about that [here](https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/).

If you'd like to see how much it would cost to upgrade your Workspace, you can find that by going to the Workspace billing page. To navigate there, click on the down arrow next to "Workspace settings" in the sidebar, as shown in the screenshot below, and then click on "Upgrade workspace." You'll be able to switch between monthly and annual billing on that page to see how much each option would cost.

![Screenshot 2024-03-07 at 3.55.30?PM (2).png](https://community.atlassian.com/t5/image/serverpage/image-id/311125iB2ECE368D2A52C87/image-size/large?v=v2&px=999 "Screenshot 2024-03-07 at 3.55.30?PM (2).png")

If you have any other questions, please let me know and I'd be happy to help!


author: Nikola Perisic
body: Welcome to community!

You can use this link: <https://trello.com/contact#/>
? poss?vel definir permiss?es para usu?rio observador
Asked by Eduardo pinto:

Estamos organizando a estrutura de atendimento de projetos de modo que cada cliente tenha um quadro especifico.   
A ideia ? que esse cliente tenha acesso total ao quadro como observador, porem gostar?amos de limitar algumas fun??es desse observador. Pois temos receio que o cliente por descuido altere os nomes das listas ou acabe excluindo alguma lista ou cart?o.  

? poss?vel cliente observador anexar arquivos e documentos aos cart?es?   
Ou ent?o incluindo como membro, ? poss?vel restringir o mesmo de excluir cart?es ou listas ?


Answers:
author: Sal
body: Oi [@Eduardo pinto](/t5/user/viewprofilepage/user-id/5446281)! Membros Observadores de um quadro n?o possui o mesmo tipo de permiss?o que um membro normal. No seu caso, eles n?o podem fazer o envio de arquivos para cart?es, criar ou alterar cart?es e listas, entre outras restri??es.

J? caso ele se torne um membro do quadro (e n?o um Observador), ele ter? todas essas permiss?es que ele n?o teria como Observador, e infelizmente, o Trello n?o possui nenhum recurso que te permite limitar o acesso desse membro a um cart?o espec?fico, lista, ou o que ele pode ou n?o pode fazer dentro do seu quadro. Espero que eu tenha respondido as suas perguntas.

comments: author: Eduardo pinto
body: Respondido.   
Muito obrigado
Moving cards in Trello become very cumbersome all of a sudden. Anyone have this issue?
Asked by ravecoin:

Just recently, maybe a couple of months back, when I try to move cards around on my board, it's almost certain you will select the text inside of them instead of moving them and then you try to move them and you actually move the selected text which creates a new card in the list you dragged it on.

Is this issue only happening on my trello? Is that a browser issue that it selects the text instead of dragging it? I use Vivaldi.

Let me know if anyone stumbled upon this problem. Its frustrating, because you have to be so precise to grab a card by the pencil edit miniicon or in case of images it's even worse to find the spot to drag a card.


Answers:
author: Dreamsuite Mike
body: How many cards do you have on the board?

comments: author: ravecoin
body: I can have one or I can have 500. Same thing.


Tags: moving

selecting
UK Volunteer Scout Group with limited funds (charity)
Asked by Simon Ridgeon:

We've been using Trello for the last few years and has been very useful over about 8 boards in the management of our scout hall, a termly maintenance/task, meeting management, Work Days, Leader training and recently I've managed to get 'most' of the leaders onto a 'Leaders Board' so they can become more pro-active within the group.

The recent announce to restrict board members is going to have a direct 'user' effect on our Group which is a shame as I was 'on a bit of a roll' with Trello.

We use the free version, as a charity, scout group money comes from parents of our Cubs and Scouts and these mainly cover activities and hall maintenance. We have not got ?1000's to spend on software. Two years ago, we applied to Microsoft and now have 365 free of charge under their charity policy which has been useful for SharePoint and risk assessments. I understand they have a planning software but would prefer to stay with the functionality of Trello.


Answers:
author: Sal
body: Hi [@Simon Ridgeon](/t5/user/viewprofilepage/user-id/2661450)! I'm sorry to hear this upcoming change will have a big hit on your business. Fortunately, since you're a non-profit organization, you can apply for a non-profit organization discount (75%) when upgrading your Workspace to either Standard or Premium.

You can read more about which discounts we can offer on this link: <https://support.atlassian.com/trello/docs/non-profit-and-educational-discounts/>

As a side note, paid Workspaces (Standard and Premium) don't have a limit on the number of members you can have (Guests and Workspace members). But I highly suggest you read our support article, where we have more information about how billing works in Trello before upgrading: <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>

Also, feel free to drop your questions and concerns on our main community post here: <https://community.atlassian.com/t5/Trello-articles/Update-on-Collaborator-Limit-for-Free-Trello-Workspaces/ba-p/2628752>

Our team actively monitors this post and answers our users' questions and concerns.
Trello Billable users
Asked by kenny michaels:

Good morning, i have a board and it contains 5 workspace members and 27 guests. IF i purchase the Premium upgrade would it cover everyone or does each person require their own subscription?


Answers:
author: Nikola Perisic
body: Welcome to the community [@kenny michaels](/t5/user/viewprofilepage/user-id/5446162)

As of the new update for the collaborators the charge will be per user:  
Per user/month if billed annually ($6 billed monthly)

comments: author: kenny michaels
body: So just to make sure i am understanding correctly, i am looking at 119.00$ annually for the premium membership and (32\*6=192) monthly for each user. so yearly i can expect to see 2423.00


author: Caity
body: Hi [@kenny michaels](/t5/user/viewprofilepage/user-id/5446162)! It looks like you're adding $119 per year on top of the monthly price for all of the users. That's not quite how Trello's billing works---the only cost is the per user cost.

* Trello Premium is $120 per user per year, or $12.50 per user per month if paid monthly.
* Trello Standard is $60 per user per year, or $6 per user per month if paid monthly.

So, if you were looking at Trello Standard and paying annually, that would be 32\*60, or $1920 per year. Trello Premium would be $3,840 per year. We have a comparison of our pricing plans here: <https://trello.com/pricing>

One more note about how billing works. Guests are only included in the bill if they're in more than one board in the Workspace. So, if any of those 27 guests are only in a single board in the Workspace, they would be free.

<https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>


author: kenny michaels
body: okay thank you, i think i mad that muddier than it needed to be.
How do I view the status of a user story on Trello?
Asked by Pavithra Mahadev Kiran:

I'm currently using both -Trello for better visibility for my stakeholders and Jira for managing scrums. After integration I'm no longer able to view the status of user-story or task on Trello. As one card has a lot of user-stories within it, its important for me to know the status of every item.


Answers:
author: Sal
body: Hi [@Pavithra Mahadev Kiran](/t5/user/viewprofilepage/user-id/5446150)! How were you previously linking your Jira issues with your Trello board? Were you using the Jira Power-Up? Or were you only attaching a direct link from the Jira issue to your Trello cards?
rules
Asked by Periklis Samaras:

hi everyone! i would like to ask , if its possible to create a rule with custom fields like the following, if a custom field is set to yes for example , create another custon field under this.


Answers:
author: Tymek Zapa?a _Colorful Budget_
body: [@Periklis Samaras](/t5/user/viewprofilepage/user-id/5446142)

What do you mean by "create another custom field"? As of now, you can fill in another already existing custom field in the card, like this:

```
when custom field "Field 1" is set to "test value 1", set custom field "Field 2" to "test value 2"
```

But you cannot create new custom fields from scratch in the automations.


author: Harsh
body: Hi [@Periklis Samaras](/t5/user/viewprofilepage/user-id/5446142)   

Unfortunately JIRA does not allow that, because Custom Field creation is only allowed to create by JIRA admin/platform admin.  

Thanks you.
After changing email all images on boars unavailable and any new image I load is also unavailable
Asked by William Gray:

Hello community,

As the title states really! All my images are showing a blank white thumbnail and I can't open them in a separate window, I get an "Internal Server Error" message.

Any help much appreciated!


Answers:
author: Stephan Hannach
body: Hello William,

I have some follow-up questions:

1. Have you cleared your browser's cache and cookies since the email change? This can sometimes resolve issues with loading content on web applications.
2. Could there be an issue with the permissions of the images after the email change? Are the images shared with your new email address correctly?
3. Can your collaborators see the images on the boards, or is the issue isolated to your account only?

Regards,

Stephan

comments: author: William Gray
body: Hi Stephen,

I cleared the cache and cookies and this seems to have done the trick!

Thanks a lot for the tip, although I probably should have tried this before posting!

Thanks,

Will
Integration an documantation of e-amils
Asked by Sabsi E_:

Hi! Is it possible to intefrate e-mail-software, or to to make a documantation of E-mails in the boards?

If it?s possible, which kind of tariff do I have to book?

Thank You!


Answers:
author: Sal
body: Hi [@Sabsi E_](/t5/user/viewprofilepage/user-id/5444139)! It depends on what exactly you want to accomplish. If you want to create cards via email, you can use our [Email-to-board feature](https://support.atlassian.com/trello/docs/creating-cards-by-email/). It's super helpful for some users.

The other option would be using the Trello for Gmail add-on if you have a Google account. With the add-on, you can create cards on your board with a few clicks. We have more details here: <https://support.atlassian.com/trello/docs/trello-for-gmail-add-on/>

Alternatively, you can explore using third-party Power-Ups depending on your use case. You can check them out here: <https://trello.com/power-ups/search?q=email>

I hope this helps!