youngmon/atlassian-qna huggingface dataset:
New experience - how to show external dependency?
Asked by Georgii Lumpov:

Hello! I'm using Portfolio with **New Experience** turned on. It is very useful to visualize dependencies b/w work items inside the portfolio plan. But... I have some blockers outside of my plan.

I.e. a Story that I see in my Portfolio plan has a dependency on a story which is outside of my plan. I want to see a warning in case that dependency is not resolved by the dates I currently have planned. Is there any way to do so?

Of course I could have updated the issues source and include those stories into my plan but... this is not what I want since in that case I won't be able to use optimize functionality since it is applied to the entire plan.

Any advice here?


Answers:
author: Ruslan Prakapchuk
body: Hello Georgii,

We went through the same reasoning and added showing external dependencies to Portfolio! This feature will be available in the next release.

----

Portfolio for Jira Server Team

comments: author: Georgii Lumpov
body: Yay!!! Awesome!


author: Marcin Paradowski
body: Hello Ruslan,

The external dependencies are displayed correctly. Great!

But I have a story A in an external plan, which has an target end date set to 29/Apr/20, and in my plan a story B, which has a relation "is blocked by" to story A but portfolio ignores this relation / the target end date and says that there is a chance to complete story B much faster ;)

Any advice? Are there any plans to include external relations in planning?


author: Chris Pearce
body: Hi, I'm not sure this is working as expected for me on Jira Portfolio Cloud.

I have a portfolio plan setup with a single parent project which we use to manage our high level product backlog. This project is a plan source. The hierarchy is setup to be Epic \> Story.

The stories in this project are then marked as "blocked" by stories \& epics from other projects which are not marked as sources for the portfolio.

Two things here:

1. When I use the dependency UI from portfolio view I cannot select any issue other than from a source which has been marked as "in scope". This is hugely frustrating. As a user I just want to be able to select an issue, wherever it may be in my jira instance, and have it pulled into scope or displayed as a dependency.

2. Upon seeing this community issue I went directly to the issue page and added the dependency there. I was then expecting to see it shown in my portfolio view but alas, no.

Right now portfolio isn't fit for our purpose. The effort required to prune our many team project so they would not overwhelm portfolio view is huge. So instead we have this top level "product backlog" project which is a high-level, accessible to all, view of our roadmap which users can then drill down through dependencies to find the meat of the work. This works great without portfolio but I had hoped portfolio would give us a nicer hierarchical view.


Tags: advanced-roadmaps
"Issue status" missing in Portfolio Reports View
Asked by Goden:

I'm using Portfolio with a JIRA Cloud Installation. I usually share the report link so I can control which columns to show.

Recently I discovered the newly generated report link doesn't show the "issue status" column. However, it's there on my view.

see the screenshots:

1. configure a view with "issue status" included

![Screen Shot 2019-03-26 at 2.20.38 PM.png](/t5/image/serverpage/image-id/49628iAF3E7B2F3F63C632/image-size/large?v=v2&px=999 "Screen Shot 2019-03-26 at 2.20.38 PM.png")

2. get the share link

![Screen Shot 2019-03-26 at 2.22.52 PM.png](/t5/image/serverpage/image-id/49629iC5F0014C23A29052/image-size/large?v=v2&px=999 "Screen Shot 2019-03-26 at 2.22.52 PM.png")

3. visit the link directly in the browser and there is no "issue status" column

![Screen Shot 2019-03-26 at 2.23.29 PM.png](/t5/image/serverpage/image-id/49630iC29A05D910E10160/image-size/large?v=v2&px=999 "Screen Shot 2019-03-26 at 2.23.29 PM.png")


Answers:
author: samrobertsofficial
body: Hi [@Goden](/t5/user/viewprofilepage/user-id/1402792) ,

I just looked into this and it appears to be a bug in Portfolio for Jira Cloud. I am not aware of any workarounds in the meantime. I've referred this to the team to look into.

I'm not sure at this time how long it will be before a fix is available, alternatively you can raise a bug (so you can track it) at <https://support.atlassian.com/contact/#/>

Thanks for bringing this to our attention

comments: author: Goden
body: Thanks for the reply. I don't know where to file a bug for Portofolio . Can you create one for me so I can follow and track it?

It's pretty annoying as now I cannot show the status to my management team on the dashboard I created.


author: samrobertsofficial
body: Hey [@Goden](/t5/user/viewprofilepage/user-id/1402792) , you can track it here <https://jira.atlassian.com/browse/JPOCLOUD-7563>


Tags: advanced-roadmaps
How can a Portfolio view be printed using the new experience Portfolio U/I?
Asked by Felix Arons:

When printing a Portfolio view only the first 23 lines are printed independent of the papersize.

I have tried several printers and papersize but this seems to be consistent behavior.


Answers:
author: Earl McCutcheon
body: Hi Felix,

Printing out a report Its not available yet in the Portfolio and the feature is being tracked at the link below. Make sue to add a vote:

* <https://jira.atlassian.com/browse/JPOSERVER-41>

The print behavior is the same in the current Live Plans and the New Experience when attempting to Print out a page and only the content that can fit on a single page will print out and it gets cut off below the scroll point.

Currently the best option you have for an exportable list of the issues in the plan is to switch back to the live Plan view by disabling the new experience then from the Scope Report there is an Export to CSV option that will give you the full scope data set viewable in an external application like Excel or OpenOffice.

Next for the new experience we have a redesign coming on the reporting, based on various custom feedback, this is covered in the ["Changes in the new experience"](https://confluence.atlassian.com/jiraportfolioserver/changes-in-the-new-experience-961780550.html) documentation at the bottom of the table under the "**Reporting work"**section:
> Previously, you could share details about your plan using different report types, like the capacity report and dependencies report, via the **Reports**view.
>
> In the new experience, we've removed the Reports view because we're currently building more working views that can be shared as reports to relevant audiences. Although the reporting functionality is currently limited, you can still [share a read-only version of your roadmap](https://confluence.atlassian.com/jiraportfolioserver/sharing-roadmaps-960719459.html).

Keep an eye on the [Portfolio Release Notes](https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-release-notes-915481886.html) to keep tabs on the new reporting functionality as it is rolled out.

Regards,  
Earl

comments: author: andreas stahr
body: I am still waiting


Tags: advanced-roadmaps
Portfolio for Jira not available at marketplace
Asked by Howden:

Hello, we have bought Jira Portfolio (Server) but we can't find the app on the Marketplace.

Is there another way to install the app, manually?

Regards

Nico


Answers:
author: Rafael Pinto Sperafico
body: Hi [@Howden](/t5/user/viewprofilepage/user-id/2885123) ,

Portfolio for Jira is available on [https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira?hosting=server\&tab=overview](https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira?hosting=server&tab=overview)

<br />

You can either download "Portfolio for Jira" from Jira under **Find new add-ons** or **Find new apps** page or download it from <https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira/version-history> and install it manually from **Manage add-ons** or **Manage apps** page (as described in <https://confluence.atlassian.com/upm/installing-add-ons-273875715.html>)

Kind regards,  
Rafael


author: Alexey Matveev
body: Hello,

Here is the link for Portfolio:

[https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira?hosting=server\&tab=overview](https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira?hosting=server&tab=overview)


Tags: advanced-roadmaps
Portfolio as a standalone product
Asked by Vlad Ignatenko:

Hi Everyone,

Is there a plan to ship Portfolio as a standalone product?


Answers:
author: Earl McCutcheon
body: Hi Vlad,

Portfolio of Jira is a tool designed as a layer on top of the existing jira Software architecture to extend the agile methodologies and functionality of the base application, and requires Jira Software as the base framework to function.

I am not personally aware of any plans to make it a standalone product, but I also highly doubt that that this would be something that we could consider for interest of developing as it would completely change the [intended use case](https://confluence.atlassian.com/jiraportfoliocloud/use-cases-800293077.html) of the tool's intended design if it were made to function as a independent application.

But out of curiosity how are you thinking of using the tool in this manner, and your intended use case, as there is always room for a feature improvements, and we can get a request in place to start looking into interest in implementation per the ["Implementation of New Features Policy"](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html)

Regards,  
Earl

comments: author: Vlad Ignatenko
body: Hi Earl,

Thank you for answering my question, I get it.

My feedback to the Atlassian team here is while in the ideal world data from JIRA flow back to Portfolio and update the scope items/GANNTs in there, the reality is that very rarely the data in JIRA (boards, projects, etc) is kept (enough) up to date or clean enough at a hygiene level. That said, there's definitely value in a Portfolio-to-JIRA commit upon initial scope item (epics, user stories, etc) creation as it eliminates duplicate data entry.

In regards to my own (very selfish) use cases - I just want to take advantage of Portfolio's amazing ability to let me do top-down planning with what-if analysis...I don't want to commit data to JIRA as there's no one to run with those scope items (yet or at all). The scope focus may not even be agile development, but more operations focused (e.g. music content/metadata/rights prepping and packaging).

I want the ability to quickly answer such questions from the executive stakeholders as "What if we had a special agreement with an XYZ company and wanted to deliver 5,000 songs (ie, audio files/metadata, etc) for the Independence Day events, can you deliver?; What's the impact to the timeline if you keep resources the same? How many resources would you need in addition to the current capacity in order to hit that date?"

Thank you,


Tags: advanced-roadmaps
Unable to import issues when I create a portfolio plan
Asked by Chaitra Ananth:

Unable to import issues when I create a portfolio plan, can some one help what are the possible issues could be and how to fix it


Answers:
author: Earl McCutcheon
body: Hi Chaitra,

First check out this previous post which has a good list of items to check:

* <https://community.atlassian.com/t5/Jira-questions/Issues-not-showing-up-in-Portfolio-Live-Plans/qaq-p/108507>

I would say start with the FixVersion / AffectsVersion fields and make sure they are not set to hidden, as the issue will not show up if either of these fields are hidden.

Then are the issues you are attempting to import still unresolved and open or are they closed? As Portfolio for JIRA is a forward looking planning tool and the default filtering inside a plan is set to filter out done issues that are older than the current sprint. Additional details on the filter options can be seen in ["Using the scope view"](https://confluence.atlassian.com/jiraportfolioserver/using-the-scope-view-802170536.html), and expanding the "Status" and/or the "Completion date" range to include additional issues outside the default range. These two are located under the More dropdown after creating the plan.

Next, for a referance point, Look at is the documentation for ["Configuring the issue sources"](https://confluence.atlassian.com/jiraportfolioserver/configuring-issue-sources-935577871.html). How are your sources configured (Project, Board, or Filter?), and if you're using a board or direct filter the Post above already notes checking filter permissions, but also what is the filter in use, and does it include the issues you are expecting to see in the plan (exe, are you possibly excluding an issue type)?

Regards,  
Earl


Tags: advanced-roadmaps
Is there a performance impact with more than 30 teams in a Portfolio plan
Asked by Marie F. Kent:

Is there a performance impact, in cloud, with more than 30 teams in a Portfolio plan?


Answers:
author: Earl McCutcheon
body: Hi Marie,

Every data point is going to add in additional overhear, so this depends on the configurations.

If you have 30 teams with 1 team member each, I would not expect any impact, however if you had 30 teams with 100 members per team I would expect some delays on content rendering as that is a lot of overhead on any action, I would also expect delays on performing a calculations for the capacity comparisons from the amount of users to sort through for availability.

With that said however, anything we can to to improve performance is always high priority if gains can be made and especially if there is a major loss in functionality form slow running queries. How are you plan and team settings configured? with what amount of team member loading? and what kinds of delays are you seeing?

Regards,  
Earl

comments: author: Elliot Gates
body: Hi Earl,

Are you able to tell us which specific components of the plan are the most performance intensive? This way, we can turn them off incrementally in terms of importance to the team.

For example:

* Multiple custom views
* Color coding for bars based on a custom field
* Several teams being imported
* Sprints for several teams being imported
* Numerous custom fields
* Releases


Tags: advanced-roadmaps

jira-cloud
Incluse issues from different project in release
Asked by Frank J. ?ynes:

Given a project A with several coming releases defined.  
And - given a support project B which is fixing a bug in a product belonging to the release plan of A.  

Can I add a relevant bug-issue from project B as part of my release in project A?  
Now I am cloning the issue, but this causes extra work when updating and closing issues. Is it possible to just link/refer to the issue in project B so that updating will become visible in both projects, and still part of the release plan?


Answers:
author: Tarun Sapra
body: Hello [@Frank J. ?ynes](/t5/user/viewprofilepage/user-id/2891053)

As [@Walter Buggenhout](/t5/user/viewprofilepage/user-id/783225) already mentioned that the fixVersions (releases) are project specific in Jira. One of way you can try to circumvent this issue is create a Kanban board and move the issues to done column. And then from the Board make the release of the issues in done column. In this way the fixVersion(release version) should get added to all projects to which the issues in done column belong.


author: Walter Buggenhout
body: Hi [@Frank J. ?ynes](/t5/user/viewprofilepage/user-id/2891053),

Your releases (or fix versions) are project specific in Jira. So no, it is not possible to associate issues from project B to a fix version of project A.


Tags: advanced-roadmaps
when setting up a portfolio plan, why is a release required?
Asked by Kelly Lawler:

Hello - we are working to use Jira across multiple projects with several cross functional teams - several questions are coming up

1. What is the purpose of the releases - are they required, I think the answer is yes, but what is the nuance, ie could we use them as time box/sprints, 1 per month, or are they better to be used for specific epic projects with many smaller projects that have a fixed date, ie the evacuation of a data center?

2. When working with the various teams, does it matter if they are setup for scrum vs Kanban - and if so, can you expain those nuances further -

Thank you

Kelly Lawler


Answers:
author: Dave
body: Hi Kelly,

A release is used to group a collection of issues that is usually mapped to a specific version of the the product associated with the project you're working on.

It is not essential to use releases. For time boxing you should ideally configure a scrum team board for your project and use it to create sprints. These will then be included in your Portfolio plan when you include that project and team in your issue sources.

When using multiple teams in a plan the main nuance is that you can only use Kanban teams when estimating in time (hours or days) as you cannot use story point estimation in plans that feature Kanban teams.

I hope this helps,

Regards,

Dave


Tags: advanced-roadmaps
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Answers:
author: Rasmus Wulff Jensen
body: You can see comparison of the different plans here: <https://trello.com/en/pricing> (Timeline view is in premium an Enterprise: <https://trello.com/views/timeline>)
Workspace collaborator limit of 10 accounts
Asked by Kirsi Mannermaa:

Hi, we have a shared workspace and only 10 members in it. I got a notification that we are over the limit, why? What should I do?


Answers:
author: Rasmus Wulff Jensen
body: Many of the messages have been sent out to everyone regardless if they are over or not. Best way to know is on your boards you see a yellow top banner or not... If you see a such you are over and you should go to the members tab on the workspace as that will show you why (could be old guests, pending invites or actually over 10 across multiple boards)


Tags: workspace
Como mudo o plano Standard de anual para mensal?
Asked by Renata Coffani Porto Gon?alves:

Como mudo o plano Standard de anual para mensal para inclus?o de mais pessoas?


Answers:
author: Vronik
body: Aconselho voc? a falar diretamente com a equipe de suporte do Trello para obter ajuda.

<https://trello.com/en/contact#/>
Change password
Asked by roozbeh:

I can't find any place to change my password in Trello!! any suggestion


Answers:
author: Nikola Perisic
body: Welcome to the community [@roozbeh](/t5/user/viewprofilepage/user-id/5475917)

Log out from your account. Then look for, forgot your password link. Enter your email, and you will receive the link with the reset.

comments: author: roozbeh
body: thanks ??
What happened to all my Trello boards?
Asked by Mitch Kramer:

All Firm's Trello boards are missing.


Answers:
author: Trello
body: Hello Mitch Kramer! {#toc-hId--379315566}
-----------------------------------------

You may have chosen a different workspace that doesn't have your boards.

Look at the list of your spaces, choose another one and try to find your boards in it.

*Open the menu as in the screenshot below*

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/318448i2AB89AA6B66BFD2E/image-size/large?v=v2&px=999 "image.png")
Member rights not updating
Asked by Margaret Herseth:

Good morning! Our existing admin recently gave myself and another member admin rights. I can see the updates on the mobile version of Trello, but on both the desktop app and the browser version, we still show as "normal" members. Is there typically a lag in these changes? Any suggestions? It is not specific to my user name/account, the same is happening for the other newly made admin as well. I've logged out and back in, which does not solve the problem.


Answers:
author: Valeriia_Havrylenko_SaaSJet
body: Good morning [@Margaret Herseth](/t5/user/viewprofilepage/user-id/5476308) !  

It sounds like you're experiencing some syncing issues with the admin rights on Trello. While changes usually propagate quite quickly, occasional delays can happen. Here are a few suggestions to try:

1. **Clear Cache:** Clearing your browser cache or app cache can sometimes resolve syncing issues. This will force the application to retrieve fresh data from the server.
2. **Check Permissions:** Make sure that the admin rights were properly granted. Double-check the settings to ensure that both you and the other member have been granted the correct permissions.

3. **Wait and Retry:** Sometimes, changes take a little longer to propagate across all platforms. Give it some time, then try accessing Trello again to see if the admin rights have updated.
4. **Contact [Support team](https://trello.com/en/contact#/):** If the issue persists after trying the above steps, it might be worth reaching out to Trello support. They can investigate further and provide assistance specific to your account and situation.

Hope it helps!
Can you create a custom list of members?
Asked by Julie Miller:

I assign the same five or six people to all of my project cards and they used to appear in the order I most used them. Now they are in a different order and I have been forgetting people as I can't see them listed. Is there a way to reorder the members listing in my Trello board?


Answers:
author: Mutya A
body: Hi Julie,

Currently, we do not have a way to reorder the members. Is this related to how you are searching for a card member to assign to a card? If this is the case, you aren't alone in wanting this as we have had other users interested in this as well. With that in mind, I've added you as a "+1" to our existing suggestion, which you can access here: [TRELLO-87](https://jira.atlassian.com/browse/TRELLO-87)

I would also recommend you to visit that suggestion, login with your Atlassian account, and click **Start watching this issue** on the right panel. This will help our product and engineering team understand more about which functionalities our users are interested in. Also, when the ticket is updated by our product team, you'll be notified via email.

You can learn more about this by reading our Implementation of New Features Policy:  
[New Features Policy](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html).

If you have any questions about this suggestion, any additional information you would like to share, or any comments on our new features policy, please let us know!

I hope this helps, but let us know if you have any questions!

----------------

If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.