youngmon/atlassian-qna huggingface dataset:
use of Initiatives in JIRA portfolio
Asked by Sumedha Belagodu:

Can we add EPICS from different projects under the One Initiative ?

We have a portfolio board, if we create an Initiative, can that contain EPICS that belong to multiple product backlogs ?


Answers:
author: Cristiano Mariano
body: Hi Sumedha! How are you doing?

Yes! You can! This is the recommended way to use it when you have Initiatives that affect different projects: <https://confluence.atlassian.com/jiraportfoliocloud/how-to-add-a-new-initiative-level-to-a-jira-project-941618929.html>

Hope this helps!

Cristiano

comments: author: Sumedha Belagodu
body: Hi Cristiano,

Thank you for your response, yes that helps.

Thanks


Tags: advanced-roadmaps
What to do when missing the Original and Remaining Estimate fields in JIRA?
Asked by Heather Stoddard:

I'm working in a JIRA cloud instance and testing out Portfolio for JIRA. It says that the estimation fields are required for it to work. I do not seem to have the Original Estimate or Remaining Estimate fields in my JIRA instance. Is there a way to get those back? Or is there a way to map custom estimate fields to Portfolio?

Thanks!


Answers:
author: Tarun Sapra
body: Hello [@Heather Stoddard](/t5/user/viewprofilepage/user-id/1207333)

Please make sure you have time tracking enabled on the cloud instance

<https://confluence.atlassian.com/adminjiracloud/configuring-time-tracking-818578858.html>

And also add the "Time tracking" field to the screens of the issueTypes -\> projects.

See here

<https://community.atlassian.com/t5/Jira-questions/The-Original-Estimate-field-is-missing-when-creating-stories-and/qaq-p/95261>

comments: author: Heather Stoddard
body: The Time Tracking was active. I granted permissions to application access: Jira software. I went back and tried to add the fields to my issue screens, but it's still not available as a choice.

![Screen Shot 2018-04-06 at 12.14.42 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/18928i04EE51569B56684D/image-size/large?v=v2&px=999 "Screen Shot 2018-04-06 at 12.14.42 PM.png")


author: Tarun Sapra
body: The field which you have to add is called "Time tracking"


author: Heather Stoddard
body: Thank you! This did it! Now I just have to figure out how to make the User Story time tracking will have an effect on the Epic Remaining Time.


author: Tarun Sapra
body: Glad to know that it's working, could you please accept/upvote the answer so that other users are helped as well. Thanks.


author: Dave Sausville
body: So is \`Remaining Estimate\` a field that can no longer be displayed on its own? We don't actually use Jira tickets to log time, so having a \`Time Tracking\` field on the ticket is extremely confusing.


Tags: advanced-roadmaps

estimate
How can I have delivery times in portfolio and have releases being dependent on them?
Asked by Josephina_Werner:

In our part of the company we produce hardware and software. We often have to deal with delivery times for components or new equipement. After a bit of reading the tips of other people, I chose to make special tickets ("stories") for each component and only set target start and end dates according to the delivery times I know. Now portfolio shows them as I put them, until I add them to a "release". Then suddenly the times are changing or the whole ticket is moved etc.. I'd like to see how these delivery times impact on our releases. Is there a way that I can add these component-delivery-ticket to certain releases and having fixed start and end dates?

Best regards,

Josephina


Answers:
author: samrobertsofficial
body: Hey [@Josephina_Werner](/t5/user/viewprofilepage/user-id/1195721), at the moment there is no simple way to set fixed start and end dates for issues, as the tool is aimed for agile use cases. There are some ways you can get close, but it might not work exactly as you want:

**If you estimate those issues**

The way Portfolio works, an issue's length will depend on the velocity of the team. It might not be possible to exactly get the issue to start and end on a specific day. Using the "Earliest start" + "Due due date" field might help get it closer to what you want.

**If you don't estimate**

Check if you have Plan configuration -\> Scheduling -\> Unestimated item scheduling set to "Base on target dates". Then set target dates as your start and end dates.

**Either way**

The issue can't have a sprint, release, applied to it otherwise that will influence it's date.

Hope this helps,

Sam - Portfolio for Jira team


Tags: advanced-roadmaps
Cloud Version of JIRA Portfolio: Initiatives spanning across multiple projects
Asked by Claire Rogers:

My organization is working on several projects, I want to configure initiatives to span the multiple projects. Is that possible in the Cloud version of JIRA and Portfolio? Please advise.

Thanks,

Claire


Answers:
author: Cristiano Mariano
body: Hi Claire! How are you doing?

I use the Server version of Jira and Portfolio, but I imagine you could do that without problems in Cloud version.

You would have to create a new Jira Project to keep the Initiatives and add this Project as source to your Plan. Than you could link Epics in the other Projects to Initiatives in this one.

Hope this helps!

Cristiano


Tags: advanced-roadmaps
Using target start and end dates
Asked by christopher_griggs:

I want to use target start dates and end dates on my project, the fields are there, I put them on the form, but they do not display. When I use the 'where's my field' option, it says nothing is wrong and the fields should display. Why can't I use these fields, are they only available for Portfolio, and do I need to create my own custom fields instead?


Answers:
author: Anup
body: Have you selected show **All** instead of *Custom* under the **Configure Fields** on the top right of the Edit modal?


Tags: advanced-roadmaps

date
I do not have the Portfolio (in header) > Administration > Portfolio Hierarchy Configuration opt.
Asked by Rolando Sibilia:

I do not have the Portfolio (in header) \> Administration \> Portfolio Hierarchy Configuration option


Answers:
author: Amirul Ikhwan Omar
body: Are you able to access link below directly?  

```
yourjiraurl/secure/PortfolioHierarchy.jspa
```

Do you able to see Portfolio hierarchy configuration sidebar from Administration \> Add-ons page.

One thing to check, If any module from Portfolio for JIRA plugin is disable

comments: author: Rolando Sibilia
body: I checked with my support team.  
I do not have privileges for this settings.

Thanks you, anyway


Tags: advanced-roadmaps
Configure Portfolio Scope Table NOT SAVE
Asked by Gabriele Albani:

Good morning,

I read how the article [Configure the scope view](https://confluence.atlassian.com/jiraportfolioserver/configuring-the-scope-view-802170531.html), I set a filter for my team.

Every morning the filer disappear and the users have to set it again.

Where does this information save?

Thank you in advance,

Gabriele


Answers:
author: Earl McCutcheon
body: Hello Gabriel,

This is functionality not yet available in Portfolio, and we are tracking the implementation at the following Feature Request:

- <https://jira.atlassian.com/browse/JPOSERVER-1679>


Tags: advanced-roadmaps
Locking down a single project fix version
Asked by Yen Pham:

We have a team that is more waterfall in nature that's looking for a mechanism to control a fix version's scope

1. Only a chosen group (e.g. management) can adjust what goes in/out of that fix version, preferably w/ an audit trail
2. However, other issues can be freely assigned to other fix versions

Thanks!


Answers:
author: Rhys Christian
body: Hey Yen,

Thanks for the question. If I understand correctly you want to prevent the Scheduling output from calculating issues into certain fix versions - which happens when there's free capacity in your release to add more work and you've issues not assigned to a release.

Unfortunately the functionality you're looking for isn't available for releases with a fixed end date. I suggest you vote and watch this ticket to express your interest and receive updates: <https://jira.atlassian.com/browse/JPOSERVER-1575>

If you don't mind the trade-off, a workaround may be to use Releases with 'dynamic release date' for those management defined releases as they will not have new scope added to it. However you lose the functionality of being able to calculate the viability of the release or display a set end date - the end date will be based on the calculated end date of your explicitly selected scope.

Please let me know if you have further questions.

Cheers,  
Rhys \| Portfolio for Jira Product Management


Tags: advanced-roadmaps

jira
Where it the depencies report in new JIRA?
Asked by Kira Snyder:

<https://confluence.atlassian.com/jiraportfoliocloud/using-the-dependencies-report-937164926.html>

This is where it says how to use it, but can't find in new JIRA.


Answers:
author: Andy Heinzer
body: Hi Kira,

You should be able to access the dependencies report within portfolio just be selecting this switch report option.

![depreport.png](https://community.atlassian.com/t5/image/serverpage/image-id/18539i02A71DB16B23F8E6/image-dimensions/524x380?v=v2 "depreport.png")

Can you check this once more? I understand it is possible that some Jira Portfolio Cloud customers might have had this report temporarily disabled in the past in order to help address performance issues. But to my knowledge all Cloud sites should have the ability to run this report now.

Please let me know if this helps.

Andy


Tags: advanced-roadmaps
Cant map an issue assignee to a team member in Portfolio
Asked by Sergey Kibush:

I choose assignee for story or task or bug or sub-tusk in Jira Cloud from team members in my Portfolio plan, then click calculate in Portfolio and nothing changes (team, fix version, components - are updated but assignee - is not)

I found some information in:

<https://confluence.atlassian.com/jiraportfoliocloud/map-an-issue-assignee-to-a-team-member-868977839.html?_ga=2.166300923.418106851.1522046235-1328946415.1512994475>

In order for the Jira issue assignee to show in Portfolio's team member column, these conditions must apply:

* There is not member set in Portfolio. **Done**
* The assignee is set on the issue in Jira Software. **Done**
* The assignee is part of a team in your Portfolio plan. **Done**
* If you've made a manual team assignment, make sure the assignee is part of that team. **Done**
* To see the assignee that is being pulled from Jira Software, you have to **Calculate** your plan. **Done**
* The issue assignee import level must be set to a hierarchy level. See [Configuring initiatives and other hierarchy levels](https://confluence.atlassian.com/jiraportfoliocloud/configuring-initiatives-and-other-hierarchy-levels-828785179.html). **Set in Story level**

What am I doing wrong?


Answers:
author: shafqat
body: Hi Sergey,

It sounds like it should work as you described. There could be a bug or a configuration issue causing this problem. Could you create a support ticket so that we may investigate this further: <https://support.atlassian.com/contact/>

Thanks,

The Portfolio for Jira Team

comments: author: Gus Panagiotopoulos
body: Running into the same issue not all assignee's are being pulled into portfolio at the story level.


Tags: advanced-roadmaps
Confgured dependencies are not shown in the portfolio report
Asked by Legna Garcia:

Hi folks,

The dependencies report is showing up only tickets which issue link is a "Block", even if I have configured "Dependency" issue link into the list, the dependencies report remains showing up only dependencies with "block". Why Portfolio is not showing up the configured issue links for this purpose?

Thanks in advance!


Answers:
author: Earl McCutcheon
body: Hello,

This issue was brought up with Atlassian Support and we wanted to make sure the information wast relayed here incase anyone else is seeing this behavior.

This issue turned out to be a new BUG in Portfolio on Jira Cloud instances and the bug report can be viewed here:

- <https://jira.atlassian.com/browse/JPOCLOUD-2061>

comments: author: Legna Garcia
body: That's correct. Thanks [@Earl McCutcheon](/t5/user/viewprofilepage/user-id/502460). I posted a comment regarding to increase the priority of this bug. This is affecting dependencies management for our PMs.

Thanks in advance!


author: Earl McCutcheon
body: Hello Legna,

Details on configuring the dependencies in portfolio can be found at the following Links:

- [Managing portfolio dependencies](https://confluence.atlassian.com/jiraportfolioserver/managing-portfolio-dependencies-802170496.html)

- [Dependencies report](https://confluence.atlassian.com/jiraportfolioserver/dependencies-report-935577893.html)

As noted "In Portfolio for Jira, the block dependency is set by default", but additional dependencies need to be associated.

First confirm that you have the additional dependencies set under portfolio administration, and if you have the settings configured as described in the documentation you may be running into the following BUG if you are on a 2.10 or earlier version of portfolio Where there is a conflict between the inward and outward facing issue links:

- <https://jira.atlassian.com/browse/JPOSERVER-2069>

If this is not the case I would recommend reaching out to [Atlassian Support](https://support.atlassian.com/contact/#/) so we can take a closer look at the specifics of the plan to help narrow this down for you.

comments: author: Legna Garcia
body: Hi [@Earl McCutcheon](/t5/user/viewprofilepage/user-id/502460),

Thanks for answering. I have tried by adding "dependent" link, but even if I don't swap them, the dependencies report only show up the block dependency links.

I'll reach out Atlassian Support team.

![PortfolioDependencies.png](https://community.atlassian.com/t5/image/serverpage/image-id/19871i62B888F699174341/image-size/large?v=v2&px=999 "PortfolioDependencies.png")


author: Legna Garcia
body: Is there a fixed bug already? someone who can help with this? thanks in advance.


Tags: advanced-roadmaps
Using the Switch report
Asked by TJ:

I'm looking to utilize the switch report that displays in Portfolio. I have assigned Themes at the epic and story level already. I have ensured that each item links to a particular theme in Portfolio. The problem I'm facing is that the switch report "Actual" column does not represent the work that the teams have in their current sprint.

My question is: Is there a way to look at the current scheduled work by theme other than the Switch report?

or Is there a way to configure the Switch report and display the work in each bucket?


Answers:
author: shafqat
body: Hi TJ,

The "Actual" column in the Themes report represents completed work. So only done issues will show up in it.

If you wish to view the theme breakdown in your current sprint, you can apply the "Scheduling Range" filter from the "More" dropdown.

Alternatively, you could apply the "Themes" filter to view all issues belonging to a theme.

Let us know if this helps.

Kind Regards,

The Portfolio for Jira Team


Tags: advanced-roadmaps
??????????????????????????
Asked by ????:

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?????4???10????  

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?10???????????????????????????????????????????????????????????????$5???????????????

?10?????????????????????10??????????????????????????  
?

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??????????????????????????????????????????10?????????????????????????????  
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???????2????????????????  
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Answers:
author: Ste Wright
body: Hi [@????](/t5/user/viewprofilepage/user-id/5452226)

Answers below:

* The price is per Workspace - so if you have 2 Workspaces with the same 12 people in them, you'd be paying for them twice (i.e $5 x12 x2). The only exemption is Enterprise, which comes with unlimited workspaces.
* Yes, the maximum number of users in Free under the new limits will be 10 collaborators - so if all of your Spaces are below 10, they can continue to be Free.
* I don't believe so - for Standard/Premium Workspaces, single-board guests are free - that is per Workspace, not based on a user's access across multiple. See more about guests on this help page - <https://support.atlassian.com/trello/docs/board-guests/>

It's probably best to try this though, then see what impact it has on your estimated bill.

It should show you an estimated bill here:

1. Go to Trello's homepage
2. Open up a Workspace's settings from the left-hand menu
3. Choose *Settings* from this menu
4. Next, select *Workspace settings \> Upgrade workspace*
5. View bill near bottom of page

Ste

---

I tried to move this to Japanese but it didn't make as much sense!
Want to Transfer the Ownership of board to other email
Asked by Eman Azhar:

I Want to Transfer the Ownership of board to other email, what is the process?


Answers:
author: Brant Schroeder
body: [@Eman Azhar](/t5/user/viewprofilepage/user-id/5453108) welcome to the Atlassian community

The steps to transfer ownership from yourself to another person is as below:

1. Log into the account you're transferring boards **from** . ++**(Your account in this case)**++
2. Go to <https://trello.com/support/transfer-boards>. Make sure to enter the correct username or email address for the account you're transferring boards to. (++**the account of the other person receiving the board ownership)**++That account will be added as a member to the boards you select.
3. Select the board you'd like to transfer.
4. If you'd like the original account (++**your account)**++ to be removed from the boards, select **Remove your account @X from boards after they've been transferred to @Y**. By selecting that, your original account will no longer be able to access those boards.
5. Once you click on the **Transfer Boards** button, the new account will be added as a member to the boards.

<https://support.atlassian.com/trello/docs/how-to-transfer-board-memberships-to-a-new-account/>

comments: author: Brant Schroeder
body: [@Eman Azhar](/t5/user/viewprofilepage/user-id/5453108) can you accept the answer to help others?
How to Generate a Trello API Key ?
Asked by Marvin:

Hello, several years ago, I set up a script to automatically create a Trello card for each new support ticket in our ticketing system. I connected through an API (API Key + Token). But for the past week, I've been getting the following error message when trying to connect to Trello:

<br />

**Bad request.**   
**We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.**   
**If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documentation.**

Do you know how to generate a new API key? I'm a bit stuck here and can't seem to figure out how to proceed...

Thanks in advance. Marvin.


Answers:
author: Brittany Joiner
body: I wrote this for work so you can ignore the PixieBrix bits, but the instructions for generating API key are there!

<https://docs.pixiebrix.com/integrations/trello/configure-trello-integration>


Tags: token
Paid users on Standard Trello Account
Asked by cheryl lee:

If I have one Workspace with 3 boards and have the same 20 users on each board, do I just pay the one time for each user or do I have to pay each time they are added to a board?


Answers:
author: ?i?dem B?y?ka?ik
body: Hello [@cheryl lee](/t5/user/viewprofilepage/user-id/5453259),

Trello Pricing works per workspace, not board, which means when a person is a member of one workspace you pay for them as one member and you can add them to 3 boards as in your case or more with the same price.   

In your case, it would be 20 x Standard plan fee regardless of the number of boards even if you add them to more boards. *(If your workspace is in a paid plan, and a person is a member of one board only, they count as single-board guests and are not billable).*

You pay for:

* Workspace members - Anyone who is a member of the Workspace, including admins.

* Multi-board guests - Anyone who is not a member of the Workspace, but has access to 2 or more boards in a single Workspace.

Here's a comprehensive article on that topic:

<br />

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

Hope that helps,
o Premium em apenas um e-mail administrador, os demais poderiam participar do quadro
Asked by Lara Costa:

Fechando o Premium em apenas um e-mail administrador, os demais poderiam participar do quadro apenas comentando nele?


Answers:
author: Ste Wright
body: Hi [@Lara Costa](/t5/user/viewprofilepage/user-id/5453058)

If the users are single-board guests, this should work. Single-board guests are not billed.

See more information on this help page, under the title "Guest types and costs" - <https://support.atlassian.com/trello/docs/board-guests/>

Ste

---

And in Portuguese, according to Google Translate...

Se os usu?rios forem convidados de placa ?nica, isso dever? funcionar. H?spedes de pens?o ?nica n?o s?o cobrados.

Veja mais informa??es nesta p?gina de ajuda, sob o t?tulo "Tipos e custos de h?spedes" - <https://support.atlassian.com/trello/docs/board-guests/>
Accessing automations on the app
Asked by Mehreen Hasan:

How do I access the automation options and the powerups (circled in blue in this screenshot of the browser version) on the trello app? I'm using a Google Pixel phone.

![Screenshot_20240314-151118~2.png](/t5/image/serverpage/image-id/312178i0E3688B31B181DD4/image-size/large?v=v2&px=999 "Screenshot_20240314-151118~2.png")


Answers:
author: Brittany Joiner
body: You have to access it via desktop/browser, as far as I know it's not available in mobile.
How to set a reminder for an inactive card for a certain period of time?
Asked by Viviane Sousa da Silva:

Hello everyone. Our team works with MANY cards in a single workspace, and sometimes a card gets forgotten for months, and that's an issue. I'd like to know if we can set a reminder that the card has been inactive for 2 months, for instance, so that Trello reminds us that we need to get back to it. Does anyone know?


Answers:
author: Gaurav Kataria
body: Viviane, you could set up a dashcard to track all cards (across all your boards) that were last modified 2 months ago (see screenshot below). More details on how to create dashcards is available here <https://www.atlassian.com/blog/trello/dashcards-powerup>

![Screenshot 2024-03-14 at 12.29.39?PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/312179iE11E5EB4102CF8F0/image-size/large?v=v2&px=999 "Screenshot 2024-03-14 at 12.29.39?PM.png")
How to post a video in Trello app to a card
Asked by Kelsey Hansen:

I am wondering if there is a way to use the trello app and post a video from your phone to the app on one of the cards?


Answers:
author: Nikola Perisic
body: Welcome to the community [@Kelsey Hansen](/t5/user/viewprofilepage/user-id/5453040) !

No, Trello itself doesn't currently allow uploading or directly embedding videos within cards. Even if you copy and paste from the YouTube, it will only show the link not the thumbnail with the link.