youngmon/atlassian-qna huggingface dataset:
Is there any way to add columns and they remain in the issue list
Asked by Rosana Casilli:

Good morning all!

I am working on a jira work management project. And I have realized that when adding a column in the issue list if I move to another project and get back to the issue list on the previous project the column I have added previously is not shown anymore.

Is there any way to fix the column to stay still?

Thanks in advnace

Ro


Answers:
author: John Funk
body: Hi Rosana,

I am not having that problem at all. Can you not the exact steps you are doing so I can understand and try to reproduce?

comments: author: Rosana Casilli
body: Hi [@John Funk](/t5/user/viewprofilepage/user-id/7148) !! sorry for the delay!

One of my user tried to configure her issue list view. She succesfully added the fields she needed, but then after a few days (and asuming that she closed her session) when she accessed to the list view the fields that she has set are not showing in the list view.


author: John Funk
body: Can you take some screenshots and see if you can duplicate the error?


author: Rosana Casilli
body: Hi John!! Atlassian support has created an issue related to this problem I [have https://jira.atlassian.com/browse/JWMCLOUD-136](https://jira.atlassian.com/browse/JWMCLOUD-136)


author: John Funk
body: Very good - thanks for sharing that!


Tags: cloud
Jira Portfolio - how do I increase velocity in future sprint?
Asked by Chris Buckwell:

I'm using the trial version of Jira Portfolio. I've created a plan and adjusted my teams' velocity. Is there a way to gradually increase that velocity per sprint in future sprints?


Answers:
author: Gabriele Franck
body: Hey [@Chris Buckwell](/t5/user/viewprofilepage/user-id/1863670)

In Portfolio, the team's velocity is calculated as an average of the amount of work the team has been able to complete in the past five work iterations.

So, if you want to increase your team velocity in the next sprints, you need to keep two things in mind:

* the team's performance over past sprints.
* the availability of your team members.

You can have more information about team settings under this [Configuring team settings](https://confluence.atlassian.com/jiraportfoliocloud/configuring-team-settings-828785279.html) doc.

Let me know if this helps you for now!

Gabi


Tags: advanced-roadmaps

cloud

jira

jira-cloud
Jira Portfolio - Can Portfolio allow story in 1 project and its subtasks in different projects ?
Asked by Charu Sharma:

We have cross project dependencies and we want story level releases or at-least have control on releases of tasks of a story, that is, tasks cannot be released unless DEMO/UAT of the story is approved.

So with story of project A and tasks are spread across different projects A, B, C \& D.

Can portfolio allow control on story level releases.


Answers:
author: Rik de Valk
body: Hi Charu,

You could use Tasks instead of Sub-Tasks and create issue links between the Tasks and Story. The Tasks can be in different Projects. Using the issue links, Portfolio will at least warn you about scheduling conflicts.


Tags: advanced-roadmaps

release
How to stop Jira Portfolio Team Member automatic assignment
Asked by Luk Lau:

I appreciate your replay:

1. How to stop Jira Portfolio Team Member automatic assignment?
2. How to un-assign the team member that is auto assigned?

Thanks


Answers:
author: Gabriele Franck
body: Hi, Luk

For now, when a Story/Task is estimated, Portfolio will automatically assign it to a team and it doesn't have an option to turn it off.

We do have a feature request asking for this possibility here: [JPOCLOUD-1711: Provide an option to turn off team auto assignment](https://jira.atlassian.com/browse/JPOCLOUD-1711)


Tags: advanced-roadmaps
Unable to view " issues scheduled for the selected hierarchy" in JIRA Portfolio
Asked by Swarna Radha:

Hi,

I have created a plan with its epic and tasks but when i click on release to calculate Release later.

The fields are disabled and in the plan, this message is being displayed "There are no issues scheduled for the selected hierarchy"

Please see screenshots:

![JIRA Portfolio plan.PNG](/t5/image/serverpage/image-id/30267i32ADB461D22C6FDE/image-size/large?v=v2&px=999 "JIRA Portfolio plan.PNG")![Release date.PNG](/t5/image/serverpage/image-id/30266i0DF7726CE4286D67/image-size/large?v=v2&px=999 "Release date.PNG")


Answers:
author: Shannon S
body: Hello Swarna,

Is this issue resolved? Any issues that are resolved are done don't need to be scheduled so they won't appear.

Regards,

Shannon

comments: author: philas
body: Hi

i have the same issue.

In my configuration the issues are unresolved.

Regards

Philipp


author: Shannon S
body: Hi Philipp,

Thank you for following-up on this thread!

I would recommend that you create a new question with your issue. You can include any screenshots and what status those issues are currently in so we can determine the problem. This thread is a bit old and so by creating a new thread you can ensure that our Community will see it.

Regards,

Shannon


author: Matthew Craig
body: Hi,

Has anyone had resolved this issue yet?

I have the same issue as Swarna.

thanks


author: Shannon S
body: Hello [@Matthew Craig](/t5/user/viewprofilepage/user-id/3544886)

Welcome to Atlassian Community. Nice to meet you!

My recommendation would be first to create a new question, as the original thread for this is over a year old, and I want to make sure our Jira Portfolio experts are able to see your question.

When you create the new thread, please include the following:

1. When did this start happening? Did it ever work fine before?
2. Are the issues resolved? Any resolved issues will not need to be scheduled as I mentioned to Swarna last year.
3. Were any changes made prior to the problem?
4. If none of the issues are showing in the schedule view, have you *calculated* them? Is there any error thrown when you calculate it?
5. Open some issues which are not visible. Open the issue view page, then take a full screenshot and attach it to your new thread.

Please also share with us a link to the thread in case anyone that comes across this in the future will know where to find your new thread and its resolution.

Regards,

Shannon


Tags: advanced-roadmaps

jira-core

jira-core-server

server
Unable to see all stories from a project in Portfolio plan
Asked by srinath:

In one of the projects we have 18 stories but where are as in portfolio plan I am able to see only 12 stories I am missing 6 stories in the plan. In the current plan I have not specified anything in the filters.


Answers:
author: Rik de Valk
body: Hi [@srinath reddy pinappu](/t5/user/viewprofilepage/user-id/123106),

Even if you've not applied any filters yourself, Portfolio automatically applies filters to your plan. These are Completion date and Schedule range. These filters limit how far back in the past and forward in the future the plan looks. You can read about these here [https://confluence.atlassian.com/jiraportfoliocloud/using-scope-filters-828785257.html.](https://confluence.atlassian.com/jiraportfoliocloud/using-scope-filters-828785257.html.?)

These filters could be hidden by default. You have to click on More to display these filters.

comments: author: srinath
body: Thanks Rik De Valk


author: Shannon S
body: Hi there,

Is there anything about the missing stories that they have in common with each other? For example, are they closed?

Regards,

Shannon

comments: author: srinath
body: They have not closed issues.


author: Shannon S
body: Srinath,

Thank you for confirming. Can you let me know then what they all have in common? Do they all have a specific status or project? How do they differ from the ones that are showing?

Regards,

Shannon


Tags: advanced-roadmaps

jira
How to create custom reports in JIRA
Asked by ruchi dubey:

hi Team,

I am aware that there is automated report for Jira that can be scheduled by creating subscription, but I need custom columns in that. LIke Created and updated date in Jira can give me one more column open days for the ticket. Is it possible. Please help on this.


Answers:
author: Daniel Deng
body: Hi Ruchi

You can customize the columns of your filter to specify what kind of info you want to receive by subscription. Open your filter, click the Cog icon and pick Configure Columns. Then pick the Columns you want to display and set them in the desired order. Thos settings will be saved together with the filter.

comments: author: ruchi dubey
body: Hey Daniel,

Thanks for responding back.

I think i did not frame my question correctly, My bad.

I can select the column which I want but what I can not do is manipulation of those columns.

Example, I can see there is a column "Created Date" but based on this I need to add another column which should be "Open for # of Days".

Also I am not able to get the report in proper format in the email.

Please also suggest me in getting proper HTML format report.

Thanks and Regards,

Ruchi


author: Daniel Deng
body: Hi Ruchi

The column you can add has to be a valid field for your Jira project. Do you have field "Open for # of Days" in your Jira project? Jira out of box does not support such a field, you can add a custom field and then using "script runner" to specify the behavior of it, for example, number of days the issue has been opened.

Alternatively, if you were just concern about issues that opened beyond X number of days, a simpler method is to use a JQL like "created \< endOfDay(-X) ", which returns the issue created before X days from today.

I am not quite familiar with Subscription format either, but I found this one, hope it help: <https://community.atlassian.com/t5/Jira-questions/Customise-JIRA-Subscription-Format/qaq-p/423794>


author: ruchi dubey
body: "The column you can add has to be a valid field for your Jira project. Do you have field "Open for # of Days" in your Jira project? " - Can I create a column in my project?


author: Daniel Deng
body: Hi Ruchi

I guess you were asking how to add a custom field into your project?

Yes, but you do need to have Jira Admin permission.

Please refer to <https://confluence.atlassian.com/adminjiraserver/adding-a-custom-field-938847222.html>


Tags: advanced-roadmaps
Jira portfolio issue
Asked by Itai El Al:

Hi all,

I'm using a web version of Jira, I'm not the admin, but I have administrator permissions.

![](https://i.stack.imgur.com/EkKUv.png)

Although I can't seem to find where I create a portfolio plan in it in the interface displayed in the image.

I'm new to Jira, and probably I'm missing something simple, however I couldn't find anything about it on the web.

Please advise.

Thanks!


Answers:
author: Ang?lica Luz
body: Hi Itai,

The Portfolio menu appears in the sidebar as the image below:

![Screenshot 2018-08-22_17-50-22.png](https://community.atlassian.com/t5/image/serverpage/image-id/30241i7395E560462CE84A/image-dimensions/174x239?v=v2 "Screenshot 2018-08-22_17-50-22.png")

If you are not seeing the option, you must check with your administrator if you have the correct permissions to access Portfolio and if the add-on is still valid on your instance, because if the license is invalid, the option will not appear in the sidebar as well.

Regards,  
Ang?lica

comments: author: Itai El Al
body: Hi Ang?lica,

Yup I don't have the plugin, I thought it was a default integrated feature, apparently you learn new things every day :)

Thanks!


Tags: advanced-roadmaps

cloud

plan
Is there any way for admin level user on cloud version to see list of all portfolio plans?
Asked by Jay Keck:

W're looking to perhaps cancel our cloud portfolio subscription, but I'd like to contact all users who have created a plan. But I can only see non-private plans in my list of names. Is there any jql way to get this full list of plan names, private or not?

Thanks,

Jay


Answers:
author: Gabriele Franck
body: Hi [@Jay Keck](/t5/user/viewprofilepage/user-id/1800157)

By JQL, you can't see/access the list of private plans.

The only way is checking directly in the database :)

comments: author: Jay Keck
body: Hi Gabriele,

Thanks. Being on the cloud I don't have that database access, at least not that I know of. I indirectly could find some of the people who were using Portfolio by searching for an issue type of Initiative and then contact creator. Not a great solution, but at least it gave something.

Regards,

Jay


author: Gabriele Franck
body: Correct, you would need to contact us via support to check the database for you (that would be my next step! hehe).

If you need me to further check this with you, let me know anytime!

Gabi


author: Jay Keck
body: Hi Gabi,

Ah, good to know that this is an option, I didn't know that we could request such info from Atlassian! I think we're over the hurdle on this issue for now, but I may need such help in the future.

Thanks again,

Jay


Tags: advanced-roadmaps
Edit Sprint Start Dates in Portfolio
Asked by Luke Burkey:

Due to vacations / other initiatives, our sprint work had been paused for a week. I have 3 sprints that have been created in the backlog (showing in portfolio), but none of them have started. The timeline on the capacity view is all scewed because it incorrectly assumes the sprint already started. Will the problem be fixed when I start "sprint 69"?

![Screen Shot 2018-08-16 at 8.54.14 AM.png](/t5/image/serverpage/image-id/29670i8E106AD6B2985BA4/image-dimensions/854x112?v=v2 "Screen Shot 2018-08-16 at 8.54.14 AM.png")

What I'm really trying to get at: how can I modify Portoflio so I can set start and end dates for the sprints?


Answers:
author: Dave
body: Hi [@Luke Burkey](/t5/user/viewprofilepage/user-id/1305860),

When you start a sprint in Jira you can actually provide the start date. I would suggest that you start the sprint with the date you actually plan to start working on it.

I've tested this in my local Portfolio instance and have verified that Portfolio correctly uses the start date of the sprint that I assigned when starting the sprint.

This should result in your capacity view showing correctly.

I can't think of any other way of resolving this issue - I hope this helps,

Regards,

The Portfolio Team

comments: author: Luke Burkey
body: Thank you [@Dave](/t5/user/viewprofilepage/user-id/1183605). I started my sprint yesterday with the proper start/end dates and the off view resolved itself. Much appreciated!


Tags: advanced-roadmaps
How can I start the free trial
Asked by Bouke Nederstigt:

I followed the steps according to the installation guide to install the Jira portfolio plugin for Jira Cloud. After clicking start free trial I get a pop-up telling me everything is being installed. The portfolio plugin now also shows up in the list of add-ons. However I cannot create a plan because I get a notification saying that I don't have a license. I tried starting the trial several times but without success.


Answers:
author: Nataly Mi
body: Hi, I have the similar problem - the installation process looks fine, but when it's done - nothing changes - neither error message, no plugin functionality available.

Other apps (including BigPicture) got installed just perfect.

What do you recommend?

comments: author: Daniel Eads
body: Hi [@Nataly Mi](/t5/user/viewprofilepage/user-id/2345145),

I've taken a look at your account and the same issue is affecting your install as noted above. The credit card information is currently out of date. Once the info is updated, the installation should work again. Let me know if you have trouble after updating the credit card information and we can open a support case for you if needed.

Cheers,  
Daniel


author: Daniel Eads
body: Hi Bouke,

I've opened a support ticket on your behalf to help out with this licensing issue. Be on the lookout for an email from Atlassian Support with more information and next-steps on this issue. When we're able to get it cleared up for you, I'll post any relevant information here to help anyone else who might run in to this issue.

Cheers,  
Daniel

Update: this situation can occur when a Cloud evaluation has expired or the credit card on file for the account isn't valid anymore. Putting in valid credit card details will clear this up (even though the trial period is free).


Tags: advanced-roadmaps

atl-ca

jira-cloud
Portfolio - Make Plan Live
Asked by aplantmason:

Hi

Once you have used Portfolio to work out a plan and allocated Epics to sprints, how do you actually make this live ? By this I mean, currently none of the stories have had their Sprint field updated to reflect the plan.

I presume I don't manually have to re-arrange the backlog, assign to sprints, etc having carefully got this all organised in Portfolio ???


Answers:
author: Ryan Fish
body: [@aplantmason](/t5/user/viewprofilepage/user-id/1561811)

<br />

Review and commit changes to apply all, some, or none of your changes. Select the "uncommitted changes" tab/ button at the top left next to the portfolio title.

If you are using scenarios, then select your scenario, then apply as above.

comments: author: aplantmason
body: Agreed, but that is not updating sprints and the like.

Sure, if I manually through Portfolio go through and update every issue/PBI with the sprint I can then press commit to store in Jira, but that's not the bit I need automated (I could have done that directly in Jira).

The bit I need is that one I have pressed "Calculate", the app runs through and updates all the PBIs with the scheduled sprint ready for me to commit.

Otherwise I may just as well set the sprint the old way in Jira directly


author: Ryan Fish
body: There are issues raised and resolved to build the functionality in Atlassian, but I have not seen the functionality. Unfortunately, assigning sprints is still manual as far as I know. Consider it a baseline, then build from there :/

<https://jira.atlassian.com/browse/JPOSERVER-10>  
<https://jira.atlassian.com/browse/JPOCLOUD-10>  

<https://community.atlassian.com/t5/Jira-questions/Autogenerate-sprints-from-JIRA-Portfolio/qaq-p/201629>


Tags: advanced-roadmaps
Portfolio for Jira issues not syncing
Asked by Christian Sulton:

I'm new to portfolio for jira so bare with me if this is a dumb question, but are the issues created in Portfolio-for-jira supposed to link back to the project in Jira?

Any issue that I make in the project automatically imports to portfolio, but it does not work the other way around.

I guess I can multiple projects linking up to a portfolio but, I don't see what benefit being able to create issues in portfolio offers if they can't be tied to a project.

So in short:

Is there a way to tie issues created in the latest verision of portfolio for jira back to a project


Answers:
author: Ryan Fish
body: [@Christian Sulton](/t5/user/viewprofilepage/user-id/1777169)

Look near the top left next to your portfolio title. There is an orange #n uncommitted changes notification. Select and commit/ revert changes to update JIRA.

comments: author: Christian Sulton
body: That worked perfectly. Thank you!


author: Ryan Fish
body: I'm glad to help! Please accept the answer so the question is closed.


Tags: advanced-roadmaps

issue

jira-cloud
Portfolio for JIRA - Epic with various projects child issues
Asked by julien fraisse:

Hi guys,

The use case is pretty simple but I don't understand why it's not working:

I have 2 projects ES and OBT. I have 2 boards for my 2 teams.

- 1 board includes the entire ES project + issues from OBT project that have a specific component (let's call it X)

- 1 board includes the entire OBT project - issues from OBT project that have the X component

Therefore, those 2 boards are pretty exclusive. No issue is present on both, i've double checked it.

Here's the thing: When I import the scope, I choose the 2 boards and, by default, issues from the OBT project with the component X are unchecked. Not a big deal since I can select all. But, if I add a new one to the epic, it won't appear in my plan, which is very annoying. It means I would have to redo an import every time one of the team is adding an issue like this one.

![Screen Shot 2018-08-14 at 1.32.18 PM.png](/t5/image/serverpage/image-id/29445i8321D383105FF30A/image-size/large?v=v2&px=999 "Screen Shot 2018-08-14 at 1.32.18 PM.png")Do you have any idea on this one? Should we migrate those issues to the same project (ES)? The reason we kept like this is that the component fixversion would coexist on both projects and that's not ideal.

Thanks

Julien


Answers:
author: Chung Park Chan
body: I understand how the projects are configured. While replicating the behavior, I'm not entirely clear on what you meant by the following line.
> But, if I add a new one to the epic, it won't appear in my plan
>
Could you clarify what did you add to the epic?

comments: author: julien fraisse
body: Hi Chung,

Thanks for your message. What I meant is that if, after the creation of my plan, I create an user story under an epic which is from a different project, it won't be part of my plan's scope unless I redo the import of all the issues.

thanks

julien


author: Chung Park Chan
body: Hey Julien,

Any issues outside of the 'Issue sources' will not show up in the plan, even if it is linked to an Epic that exists in the plan.


author: julien fraisse
body: The problem is those issues are in the results of the board filter.

Here are my 2 boards respective filter:

**TEAM ES:**

project = ES OR project in (OBT) AND component in ("Buying Flow", Frontend) ORDER BY Rank A

**TEAM OBT:**

project = OBT AND (component is EMPTY OR component not in ("Buying flow", Frontend)) ORDER BY Rank ASC

the issue in the screenshot does have the component "Buying Flow", does appear in Team ES board but it's not part of the scope unless I redo an import of issue sources by selecting all the issues


Tags: advanced-roadmaps
scheduled issues for team member
Asked by Paul Jentzsch:

We are currently evaluating Portfolio for Jira. So far everything is fine. Only one questions was raised which I wasn't able to answer. Maybe you can help me or point me to the right direction :)

Issues are scheduled across the available team members. I can see in the capacity view the assigned and remaining capacity. But is there any possibility to see which issues have been scheduled for a single team member? So e. g. a drill-down on the capacity view for each person? Hope I could make it clear what we are looking for...

Thank you in advance!

Kind regards

Susan


Answers:
author: Shannon S
body: Hi Susan,

We have a feature request for that!

Have a look below:

* [JPOSERVER-1186](https://jira.atlassian.com/browse/JPOSERVER-1186)
* [JPOCLOUD-1186](https://jira.atlassian.com/browse/JPOCLOUD-1186)

Please feel free to vote on the issue that pertains to your installation (if it would be Cloud or Server) and comment there with your use case. It will also help you to watch the issue so you know in the future if there is any movement on the request.

Let us know if you have any questions!

Regards,

Shannon

comments: author: Thomas
body: Just adding to [@Shannon S](/t5/user/viewprofilepage/user-id/510046)'s answer:

While the scope view does not allow you to do this type of drill-down, it's possible to group by persons in the schedule view, allowing you to see a per-user-view of the scheduling and capacity which might what you are looking for [@Paul Jentzsch](/t5/user/viewprofilepage/user-id/86532)!

![portfolio_plan_groupping.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/29600i5BF6E35975E82AA7/image-dimensions/335x231?v=v2 "portfolio_plan_groupping.jpg")

Cheers,

Thomas


Tags: advanced-roadmaps