youngmon/atlassian-qna huggingface dataset:
I can't create a document with the same name as one I already deleted
Asked by Ana Paula Lazarini:

I deleted a project becasue i was trying to figure out how to use jira, and in the process i kind of messed up the project. So I deleted it and now i want to start fresh using the same name, but it says i cant use it because t already exists altough i deleted it already.... how can i solve this?


Answers:
author: Hans Polder
body: [@Ana Paula Lazarini](/t5/user/viewprofilepage/user-id/5556311) ,

After deleting a project, it stays in trash for 60 days.

You can go to Jira System settings (the cogwheel in the top right) \> Projects \> Trash \> Click on the ... icon to the right and choose 'Permanently delete'.

After the project is gone from this screen (it might take a minute), you should be able to create a project with the same name again. However, keep in mind that for your project, also an Issue Type Scheme, Issue Type Screen Scheme, Workflow, Workflow Scheme, Screen Scheme(s) and Screen(s) were created. Be sure to clean those up as well in the system settings to be sure to get a clean start.

![Screenshot 2024-07-31 123431.png](https://community.atlassian.com/t5/image/serverpage/image-id/339101i7C1D8B9B4CF215C3/image-size/large?v=v2&px=999 "Screenshot 2024-07-31 123431.png")


Tags: cloud

jira-cloud
I am unable to add swim lanes in team managed projects. Why?
Asked by Hansika Wijenayake:

I have JIRA admin rights, but when I create a team managed project, go to board configurations, I don't see an option to add swim lanes. Do we know any reason for it?

![Team Managed Project Issue.png](https://community.atlassian.com/t5/image/serverpage/image-id/339093iA688D620809534E4/image-size/large?v=v2&px=999 "Team Managed Project Issue.png")


Answers:
author: John Funk
body: Hi Hansika

I guess the best answer is because they have to developed that functionality yet. You can vote for the request and follow it here:

<https://jira.atlassian.com/browse/JSWCLOUD-17580>


Tags: cloud

jira-cloud
Using Theme in an issue
Asked by Craig Brown:

Hi all, I have imported my projects into portfolio and assigned themes to each task. When I go back into Jira, and my project boards, I can't find anyway of showing the assigned theme in the issue view.

Is this possible?


Answers:
author: tamas daranyi
body: Same for me, very confusing. No way to find it, seems there is no relation between Jira and Porfolio in terms of 'Theme' label.


Tags: advanced-roadmaps

jira

theme
Task not added to plan
Asked by Altaine Team:

Hi all

I have a portfolio plan which includes an epic. When I add a task to that epic, the task does not show up in my plan.

This is not the case with the other plans I use. I can't find any difference between the plan that works and those which don't.

Has this happened to someone else?

Many thanks in advance

Fed


Answers:
author: Altaine Team
body: Hi Marteen, I got the same answer from Atlassian today an dthat resolved the problem. Thank you very much for your help.


author: Maarten Cautreels
body: Hi Fed,

I just replied to a very similar question: <https://community.atlassian.com/t5/JIRA-questions/Unable-to-find-the-newly-added-tasks-under-EPIC-in-the-planned/qaq-p/461946>

I think it's related to the type of plan. There's actually two types: classic and live plan. In case it's a classic plan you can sync the plan with the JIRA state. For more info check the following Confluence page: <https://confluence.atlassian.com/jiraportfoliocloud/updating-a-plan-715263783.html?_ga=1.200610093.2052698580.1464111368>

Hope this helps.

Best,

Maarten


Tags: advanced-roadmaps
How to view user activity in Portfolio
Asked by mpazz:

I would like to know which user has made a change in a Plan or which user has left Uncommitted Changes in the Plan.


Answers:
author: shafqat
body: Hi Marco,

Currently, Portfolio doesn't expose which user made changes to a plan. However, we do have a suggestion for providing this kind of functionality:

Cloud: <https://jira.atlassian.com/browse/JPOCLOUD-382>  
Server: <https://jira.atlassian.com/browse/JPOSERVER-382>

Feel free to vote on these issues if they fit what you're looking for.

comments: author: Marco Pazzanese
body: +1

thanks


Tags: advanced-roadmaps

jira

jira-software
How do I set the scheduled start date for an issue or Epic in Portfolio?
Asked by Danielle Ranshaw:

In Portfolio, I have been able to assign estimated work hours to issues within each epic and I have been able to adjust target start dates and completion dates based on team member availability. When I look at the GANTT chart above the plan (which is grouped usefully by team member) it shows the scheduled start and completion dates for each epic instead of the target start and completion date. How can I get it to show the target start and completion dates OR how can I update the scheduled start and completion dates to reflect the target dates? I don't seem to be able to adjust the scheduled dates.

Thanks - I'm new to this app and would appreciate your assistance.


Answers:
author: Kim Wall
body: Hi Danielle!

Assuming that you set the Target Start and Target End using the fields exposed on the issues in Portfolio, you should be able to view that information on the schedule. Go to the Schedule settings and choose **Target Schedule** from the drop-down menu. You'll then see a little "hat" sitting on top of the items in the schedule view that indicates the target start/end times for the item. This allows you to see where things are scheduled relative to their target dates.

Visit [Adding Target Dates](https://confluence.atlassian.com/jiraportfoliocloud/adding-target-dates-868977060.html "Adding Target Dates") for more detailed instructions and screenshots.

Hope this helps,

Kim


Tags: advanced-roadmaps

schedule
Components v Themes in JIRA/Portfolio
Asked by Jay Altschuler:

The intended functionality of how to use story functionality is straightforward. It is as follows:

Initiative\>Epic\>Standard Issue\>Sub Issue

And then, as you desire, you can package issues and epics into versions and ship and use Initiatives to group epics together. Cool. But if you're using Epics as intended, as large user stories that are completed after 1+ sprints and initiatives as containers for features that might contain multiple epics, we're still missing a way of categorizing issues into semi-permanent elements/categories within the application. There seems to be two ways JIRA+Portfolio allows for this to happen: themes and components. Both of these fields could do the job, but they also both feel like after thought, not a prominent way of organizing our work.

Unlike epics and versions, which are clearly the way JIRA wants you to categorize issues, components and themes are not available in the 'planning' side bar, they do not appear on issues as a 'tag', they are really just glorified custom fields.

I'm curious, this is a very obvious need, the features are there but not developed fully. How should we expect JIRA to further develop these features, and in the meantime what would people reccomend?


Answers:
author: Dave Theodore [Coyote Creek Consulting]
body: [Component/s](https://confluence.atlassian.com/adminjiraserver073/managing-components-861253335.html) have a very specific function in JIRA and it's not intended to be used for what you're after. It's a multi-select field that a JIRA admin can delegate the management of the values to a Project Admin. It also has the ability to denote a "Component Lead" to each value. Automation in JIRA can assign the issue to the Component Lead in desired situations. The use case for something like this is where QA opens a bug against "Database" component. The QA engineer doesn't need to know which person should be assigned the issue, since JIRA can automatically assign the issue to the component lead. Generally, a component will be represent a subset of the issue type or a finite category of issue.

[Themes](https://confluence.atlassian.com/jiraportfoliocloud/creating-and-configuring-themes-779170500.html) are intended to be an overarching action that you are taking that are not directly tied to a release, or a single piece of work. Say you're rewriting your app from using php to using Java. You may want a way to track the progress of that concept, but it isn't something that will necessarily be tied directly to a single release.


Tags: advanced-roadmaps

agile

jira-cloud

jira-software
Portfolio is not showing the Stories in timeline which are closed in the sprint
Asked by Rashmi Belur:

I am using portfolio 2.2.3 and jira 7.2.8, when I created Portfolio plan stories were showing correctly under sprint reports view and in timeline. Once few of the stories completed in mid way of sprint , completed items disappeared from timeline of the plan and also from the sprint report. Now I dont have a way to see the total scope of the Sprint, my sprint is still in progress.


Answers:
author: Amol Dongare
body: HI Reshmi,

Make sure your storied having proper fix versions added.

<https://jira.atlassian.com/browse/JPOSERVER-1283>
How do I get the highest level issues in my hierarchy to show on my portfolio plan?
Asked by Linnea Jones-Iniguez:

I have a portfolio plan that is showing all of my second level issues as "without Capability" even though most have a parent Capability. None of the Capabilities are showing in the plan. I have checked and they are all in the filter that the plan is sourced from. However, when I try to update the source from the plan none of the capabilities are showing. Any ideas on how I can bring the Capabilities into my plan?


Answers:
author: shafqat
body: Hi Linnea,

Have you set up Capabilities in your Hierarchy Configuration as mentioned here <https://confluence.atlassian.com/display/JIRAPortfolioServer/Configuring+initiatives+and+other+hierarchy+levels> ?

Also, is the "Fix version" field visible on your Capability issue type? If it is not present, you may run into the following issue: <https://jira.atlassian.com/browse/JPOSERVER-1283>


Tags: advanced-roadmaps

error

hierarchy
Why is Portfolio displaying an "availability violation"
Asked by Peter Callies:

I've got a portfolio plan defined with teams that have the necessary skills and estimates. Yet, the scheduler is displaying an "availability violation". Has anyone else experienced this? Have any thoughts on things I could try to resolve it?


Answers:
author: Peter Callies
body: I figured this issue out. I had required skills split across teams. Portfolio won't allow multiple teams to be assigned at the story level. Once I put all the people/skills in one team, the availability violation was resolved.

Now if I could just figure out why Portfolio thinks there are skill gaps to complete a story.

comments: author: Angelos
body: Hey Peter, have you found any way of finding where ths kill gaps are in a plan?


Tags: advanced-roadmaps
Since using custom fields Releases are gone in the releases-section but shown in the timeline
Asked by Dieter Eichert:

image2017-3-16 14:7:28.png  
[](https://community.atlassian.com/t5/Advanced-planning-questions/Since-using-custom-fields-Releases-are-gone-in-the-releases/qaq-p/241444?attachment-id=9066){#link_1160bac434f248}  
[](/tnckb94959/attachments/tnckb94959/portfolio-for-jira-questions/180/1/image2017-3-16%2014%3A7%3A28.png){#display_1160bac434f248_0}


Answers:
author: Dieter Eichert
body: I found the solution. You should chose one of your projects in the dropdown-box, then all the releases cpome back :wink:


Tags: advanced-roadmaps
Is there a way to use "Epic Link" and "Parent Link" in an issue?
Asked by Sindy Richter:

Background: We are working with SAFe and want to use the portfolio hierarchy level extention provided by JIRA Portfolio. We want to link User Stories with an long-term Team "Epic" using the Epic Link. The "Epic" is still an container, to structure work on the team level. Using SAFe, we created a new level above the "User Story" Level for issues of the type "Feature". A Feature can be broken down in "User Stories". To aggregate all Story Points of an "User Story" issues to a "Feature" issue (done in one PI) we have to use the "Parent Link". Using parent link and epic link in an issue is not valid. An error message is shown.

How can the UseCase be implemented in JIRA Portfolio, without this option?


Answers:
author: AnnWorley
body: To get the story points to show as part of the Feature, please add the Epic beneath the Feature, similar to the Initiative level in this article:

[Configuring initiatives and other hierarchy levels](https://confluence.atlassian.com/display/JIRAPortfolioServer/Configuring+initiatives+and+other+hierarchy+levels)

comments: author: Sindy Richter
body: Hello Ann, thank you. But the answer doesn't help. I will add the same Story to a long term "Epic" (using issueType epic, without any story point aggregation) and to a medium-term issueType "Feature" (using parent link, with story point aggregation). But using Epic link and Parent link is not allowed.

Portfolio hierarchy:  
Initiative (Portfolio level)  
Feature (Program level)  
Story (Team level)  
Sub-task (Team level)  

The Epic is to get an long term overview in team level (like a category), it's not part of the hierarchy.


author: Rik de Valk
body: Hi [@Sindy Richter](/t5/user/viewprofilepage/user-id/1065736),

Unfortunately, Epic is a hard-coded part of the Jira hierarchy. To apply SAFe in Jira, you need to consider Features as Epics.

Renaming Epics comes with all sorts of trouble.

So I recommend using a structure such as:

Story \< Epic \< Program Epic \< Portfolio Epic

Or

Story \< Epic \< Initiative

A team level category sounds more like something permanent. If so, that doesn't require a workflow. And thus, doesn't require a issue. You could use a custom field for that. Or a label. Or a Component if Components are not used for anything else.


Tags: advanced-roadmaps
Drill down is not available for some of the epics that have stories
Asked by Darlene Strickland:

On JIRA Portfolio under the Epic view, the drill down is not available for some of the epics that have stories. How do we get these enabled?


Answers:
author: Marcia Carlson
body: I generally see this issue when the stories are not included in my plan. For example my plan is set up by linking to scrum boards, where each board is generated based on team assignment and each board represents exactly one team. If I have an epic assigned to one of these teams, and then create a story under that epic, but don't assign it to one of the development teams for which I've pulled in their scrum board, I will see the epic in Portfolio, but not the child story. Once I assign the story to one of the teams in my plan, I see it as soon as I refresh the screen. I would check to make sure that you don't have any filtering turned on in Portfolio because that can play a part in what you see and what's expandable, but I would also make sure the stories meet the same criteria you used to create your Portfolio plan. Hope this helps!


author: Darlene Strickland
body: Marcia - thanks so much for responding. Yes, that worked. I had the Portfolio plan created where I was pulling in some boards and others using filters. I changed all of the filters back to Boards and now I can drill down. thank you!!


Tags: advanced-roadmaps
How can I limit which plans a user can view?
Asked by Rikki Worsfold:

*This question is in reference to Atlassian Documentation: [Global permissions](https://confluence.atlassian.com/pages/viewpage.action?pageId=802170486)*

Hello,

I can't seem to find a way to limit which Portfolio plans a user can and can not see. I am only able to use the Global Permissions option to allow access to Portfolio. When I add someone to the Portfolio Users Group, they are able to see and modify every plan that exists. If I remove them from global permissions and only give them plan specific access, they aren't even able to see the Portfolio option in the toolbar.

Is there a way to limit which plans a person can access? I want to set up team specific plans as well as management specific plans.

Thank you,

Rikki


Answers:
author: Rhys Christian
body: Hey Rikki,

Yes there are plan specific permissions but these need to be set from within the plan configuration. In the config go to Permissions and you'll be able to set permissions for who can view or who can edit the plan.

Please let me know if this is still an issue for you.

Kind regards,  
Rhys


Tags: advanced-roadmaps

documentation

global-permission
how to delete virtual team members from portfolio for jira
Asked by Daryl Winters:

*This question is in reference to Atlassian Documentation: [Plan](https://confluence.atlassian.com/pages/viewpage.action?pageId=802170499)*

how to delete virtual team members from portfolio for jira?


Answers:
author: QuentinB
body: Hello, you can click on the button ... and then Remove

Capture d'e?cran 2017-03-06 a? 10.34.50.png  
[](https://community.atlassian.com/t5/Advanced-planning-questions/how-to-delete-virtual-team-members-from-portfolio-for-jira/qaq-p/445366?attachment-id=6020){#link_1160bb044d65ef}  
[](/tnckb94959/attachments/tnckb94959/portfolio-for-jira-questions/3951/1/Capture%20d%E2%80%99e%CC%81cran%202017-03-06%20a%CC%80%2010.34.50.png){#display_1160bb044d65ef_0}


Tags: advanced-roadmaps

documentation
Jira Portfolio Not Showing Epics
Asked by Robert Sanford:

I have a Portfolio that points to two Boards. Each of the boards points to the same underlying Project but a different collection of Epics. That allows a Team per Board.

Unfortunately, all of the issues on the time lines are showing up as "Issues without a parent Epic."

How do I get the Portfolio to recognize the Epics so that I can see them on the timeline?

Similar, if not identical to, [Why is JIRA Portfolio showing "Issues without Epics" when the issues are assigned to Epics?](https://answers.atlassian.com/questions/43884897)

Thanks!


Answers:
author: Reese Schmit
body: Epics in the fix versions?


Tags: advanced-roadmaps

epic
Portfolio import functionality for server version?
Asked by Robert Bornemann:

*This question is in reference to Atlassian Documentation: [Importing existing issues to the backlog](https://confluence.atlassian.com/pages/viewpage.action?pageId=794201533)*

*Hi, I'm trying to figure out how the import functionality works on the server version of Portfolio? I cannot find the button described in the documentation for the cloud version. For example I have epics that I've excluded from the plan, however they're still in JIRA. I need a way to bring them back whenever I'd think I need them. Any thoughts?*


Answers:
author: Allard van Helbergen
body: Hi @Robert Bornemann,

The docs you link to are for classic plans, whereas you likely have a live plan.

You can reinclude epics and other issues into the plan by configuring your issues sources again through '...' \> Configure \> Issue sources \> Edit sources.

Cheers,  
Allard

comments: author: jennpenn07
body: *Hello, i am seeing the same issue during my evaluation of Portfolio (jira server). My sources is configured for a filter which does indeed return Epics, however the epic is still not appearing in the plan nor does it appear in the Scope section associated with the story.*


author: Robert Bornemann
body: Thank you @Allard van Helbergen


Tags: advanced-roadmaps

import
Is it possible to establish dependencies between sub-tasks in Portfolio?
Asked by Peter Callies:

Are dependencies at the sub-task level supported in JIRA Portfolio?

When I establish dependencies between sub-tasks in JIRA Portfolio and click the button to recalculate the schedule, the scheduler returns errors. The error at the sub-task level is:

* "Violation in dependency. A required work item could not be scheduled."

The errors at the main task level are:

* "Violation in dependency. A required work item could not be scheduled."
* "Cyclic dependency detected."

On a related note, the scheduler seems like it can get itself into a state that is almost unrecoverable. When trying to work through the above issue, I added and deleted a lot of dependencies trying to find something that worked. Sometimes the scheduler would still return errors even when I'd deleted all dependencies. Anyone else having that issue?


Answers:
author: Marie F. Kent
body: Peter,  
No, sub-tasks cannot have dependencies in Portfolio. Here is the write-up from last year. [Sub-task Dependencies in Portfolio 2.0](https://answers.atlassian.com/questions/39229503/sub-task-dependencies-in-portfolio-2.0-)

Also, if you remove the dependencies, Portfolio will schedule all the resources concurrently.

In short, you cannot use sub-tasks in Portfolio plans.

Atlassian has this as a suggestion, I advise people to vote on this and add a comment that it is a defect. <https://jira.atlassian.com/browse/JPO-1600>

Hope this helps!


author: Mar?a
body: Hi Peter,  
Sub-tasks can't have dependencies with sub-tasks in the same story, that's the reason you're getting those errors.  

The reason why the scheduler might get into a weird state is because you have multiple cyclic dependencies with sub-tasks.  

Cheers,

comments: author: Peter Callies
body: What is the reason for not allowing dependencies within a *task*? In my scenario working with a Marketing group, the task is to produce a piece of copy. To accomplish this, there is a sub-task to write the copy and a sub-task for the requester to review the copy. The review is dependent on the copy being written.


Tags: advanced-roadmaps
Renaming issue types portfolio
Asked by Vinesha D'Mello:

Hello!

I'm trying to rename Themes. Following this process but does not seem to make the change in Portfolio.

<https://confluence.atlassian.com/jirakb/renaming-portfolio-issue-types-792631109.html>

Screen Shot 2017-01-18 at 9.29.33 AM.png  
[](https://community.atlassian.com/t5/Advanced-planning-questions/Renaming-issue-types-portfolio/qaq-p/200435?attachment-id=2382){#link_1160bb76fb20e2}  
[](/tnckb94959/attachments/tnckb94959/portfolio-for-jira-questions/157/1/Screen%20Shot%202017-01-18%20at%209.29.33%20AM.png){#display_1160bb76fb20e2_0}


Answers:
author: Mar?a
body: Hello,   
If you are using live plans you can follow [these guidelines](https://confluence.atlassian.com/jiraportfoliocloud/using-the-themes-report-828785348.html).  
If you are still running classic plans, check [this guide.](https://confluence.atlassian.com/jiraportfoliocloud/creating-and-configuring-themes-779170500.html)  

Kind Regards,

Mar?a

comments: author: Vinesha D'Mello
body: Hello Maria,

Looks like these guidelines are to create and using themes reports. I'm looking to rename Themes as Business Objectives. And even though I followed all the [instructions](https://confluence.atlassian.com/jirakb/renaming-portfolio-issue-types-792631109.html), it's not working.

Thanks,

Vinesha


Tags: advanced-roadmaps

jira