youngmon/atlassian-qna huggingface dataset:
I can't change the status of a main task
Asked by Sebastian Correa:

Hello. I have a task and its subtasks created with an automation. User A had the tasks and subtasks assigned to them, the status is "created" and the reporting is Automation for Jira. User A was a project administrator. We removed the project administrator, jira software, and made user B, who was a developer on the project, as administrator.

User B was able to move all the subtasks to Done but was unable to do so with the main one. The flow to finish has no condition. It only happens in that project, the others work normally.

I, as a site administrator, cannot move to Done either. I see the message "You do not have permission to change the status of this issue."

What could have happened?


Answers:
author: Hans Polder
body: [@Sebastian Correa](/t5/user/viewprofilepage/user-id/5556576) ,

Normally, this should really be caused by something in the workflow.

Are you sure that you've checked the workflow for the Task, not the sub-task (as then can be different)?

Please share some screenshots of the workflow assignment/configuration in the affected projected, the workflow itself, and an example from another project where there are no issues.

comments: author: Sebastian Correa
body: Thanks for your reply [@Hans Polder](/t5/user/viewprofilepage/user-id/5506451).  
Opening the flow for capture, I discovered in a transition that I had not studied, the condition that prevented progress.  
Indeed the problem was with the workflow!


author: Hans Polder
body: Nice! Good to hear :)


Tags: cloud

jira-cloud

project-administrator

user-management
How do you reduce velocity for entire team per sprint
Asked by Chris Flynn:

This is a Portfolio plugin question.

We use the Portfolio plugin to help implement SAFe. With SAFe you have a 2 to 3 day planning meeting once every 6 sprints. For that reason every 6th sprint you only plan half the team's velocity. Does anyone know how I could reduce the velocity of a sprint by x amount at the team level?


Answers:
author: Martin Suntinger
body: Hi @Chris Flynn, you can't directly reduce the velocity for a future sprint, but you can work with either team member absences or global non-working days to achieve the same result: Portfolio live plans adjust sprint velocity in case of absences automatically (in standard plans, there is a checkbox in the velocity dropdown). If you want to reduce velocity by half, you could model absences for half of the sprint duration. If you don't have team members defined, the best way to still emulate this behavior is adding a single "placeholder" team member (virtual user), and model the absence there. Hope that works!

comments: author: Chris Flynn
body: Thank you very much for the helpful tips. I will try out some combinations you recommended. I think I started by reducing work load for each team member during the sprint dates.


Tags: advanced-roadmaps
Portfolio assigns user to user story during absence
Asked by Rohan Jain:

I have created a virtual user who is not available during some time. When I am planning my user stories on portfolio, i see that portfolio assigns the user to the user story for a given sprint when he is not available. I have tried to check my configuration but haven't found anything. Does anyone would have any idea on this?


Answers:
author: Martin Suntinger
body: HI @Rohan Jain, is the absence you entered spanning the entire duration of the sprint, or only part of it? By the way Portfolio schedules and displays the data, it is possible that for example a person would be available for 1 day out of a 2 week sprint: portfolio would schedule a small portion of work (1d) into the sprint for that person, but since the display granularity is "sprint by sprint", visually that piece of work would show up for the duration of the complete sprint in the timeline.

The best way to verify if the capacity is correctly adjusted is to switch to the capacity view, and configure the view to "Per member" to see if the capacity for that person is accurate (see also <https://confluence.atlassian.com/display/JIRAPortfolioServer/Using+the+capacity+view>)


author: Rohan Jain
body: Hello @Martin Suntinger,

Thanks for the answering. I already checked the per member view and in fact user stories were assigned to members when they were completely absent from the sprint. After much clicking and switching tabs, I think I figured out what the issue was. In my backlog, I was always fixing a sprint for an epic/user story and not the release. Since I fixed the sprint and the story exceeded the capacity, members who were not available were assigned the user story. When I fixed the release instead and put sprint assignment to automatic, I did not have this issue anymore. And in case work exceeded, the story was automatically assigned to the next sprint.


Tags: advanced-roadmaps

assign
This, like many Jira articles, is missing some steps. How do I get to the graphical scheduler in the first place? This tells me how to configure it, but I can't even find it to get started! Please advise.
Asked by PJ Alfrejd:

*This question is in reference to Atlassian Documentation: [Using the graphical schedule](https://confluence.atlassian.com/pages/viewpage.action?pageId=715263625)*

This, like many Jira articles, is missing some steps. How do I get to the graphical scheduler in the first place? This tells me how to configure it, but I can't even find it to get started! Please advise.


Answers:
author: 105349
body: Hi PJ!

Try this:

1. From your JIRA dashboard, click on the **Portfolio** button at the top of the screen.
2. Click **All Plans**.
3. From there, either choose the plan you're after, or click the **New Plan** button in the upper right.
4. Once on your plan screen, note at the very bottom there's the schedule, (see screenshot).
5. From there, you can click on the '...' and drag it up to reveal all the buttons mentioned in the documentation.

Let me know if you run into any issues!

Thanks!

[](https://community.atlassian.com/t5/Advanced-planning-questions/This-like-many-Jira-articles-is-missing-some-steps-How-do-I-get/qaq-p/423402?attachment-id=10094){#link_1160da993e221c}  
[](/tnckb94959/attachments/tnckb94959/portfolio-for-jira-questions/4880/1/Screen%20Shot%202016-05-23%20at%204.41.12%20PM.jpg){#display_1160da993e221c_0}


Tags: advanced-roadmaps

schedule
If I have clicked on "calculate" button then Portfolio automatically assigned sprint to User Stories which were not manually assigned to a sprint. Now, if I want to revert to original plan (before "calculate" was hit), how I can do it ?
Asked by Abhishek Kaushik:

If I have clicked on "calculate" button then Portfolio automatically assigned sprint to User Stories which were not manually assigned to a sprint. Now, if I want to revert to original plan (before "calculate" was hit), how I can do it ?


Answers:
author: Fran?ois Eric
body: I have the same problem.

"Calculate" seems to auto-commit my changes. This is problematic because "Calculate" screws up all my releases every single time.

I've just stopped using it but I'd like to understand what I'm doing wrong.


author: Mar?a
body: Hello,   
In [this page](https://confluence.atlassian.com/jiraportfoliocloud/committing-your-plan-changes-828785217.html)you can learn how to commit and revert changes.

Cheers,  
Mar


author: Domagoj Filipovic
body: I'm trying to work out the same thing...


author: Abhishek Kaushik
body: 1) Changes suggested by Auto schedule dont appear under To Be Commit section. They just appear in Blue color

2) If I have hit the commit button (although it was not showing anything after running auto schedule) then how to revert it? So that whatever appear in Blue gets blank out?


author: Abhishek Kaushik
body: Changes appear in commit section only if we change things manually like estimates. If just clicked on "calculate" then changes appear in Blue but no in commit section


author: Steven F Behnke
body: Okay good. Have you commited your changes to JIRA yet?

You can use the commit dialog to revert your changes by selecting them and clicking **revert**.


author: Abhishek Kaushik
body: We are using Live Plan


author: Steven F Behnke
body: Please indicate if you are using Classic Plans or Live Plans.


Tags: advanced-roadmaps

documentation
why am I seeing a gap of multiple sprints for a resource in Portfolio, even though there is no other story for the resource and no dependencies?
Asked by Bruce Chalupsky:

*This question is in reference to Atlassian Documentation: [Using JIRA Software for Resource or Portfolio Management](https://confluence.atlassian.com/pages/viewpage.action?pageId=298978292): why am I seeing a gap of multiple sprints for a resource in Portfolio, even though there is no other story for the resource and no dependencies?*


Answers:
author: Meg Sheehan
body: I just spent quite a bit of time trying to figure this out and what I found was my release start date didn't match my sprint start date on the sprints that were getting skipped. I found that while I had started all my releases on Mondays and ended all releases on Fridays, the sprints I created for each team ended on Fridays but started on Saturdays. The sprints that were getting skipped where the sprints at the start or end of a release where this mismatch was apparent. When set all my releases to end on Fridays and start the next on Saturday just like my sprints, this problem resolved itself.


Tags: documentation
How can I sync up Agile Sprint and Portfolio Sprint?
Asked by Jenny Kwan:

*This question is in reference to Atlassian Documentation: [Importing, syncing and updating](https://confluence.atlassian.com/pages/viewpage.action?pageId=715263223)*

Seems like currently - we cannot sync up Agile Sprint and Portfolio Sprint? Is there enhancement underway for this feature?

We have planned out everything in Agile with pre-assigned sprints for the entire release. We'd like to use Portfolio to track progress and see our velocity/capacity in each sprint. However, we cannot import these sprints into Portfolio, nor can we update if there are changes in Agile. Which means - we'll need to manually recreate each sprint and assign them to stories in Portfolio if we want to track progress/report by Sprint?


Answers:
author: Steve Behnke [DiscoverEquip.com]
body: They are not kept in sync yet -- <https://jira.atlassian.com/browse/JPO-10>


Tags: advanced-roadmaps

import
Custom fields on Portfolio - How to see custom fields for portfolio for Epics
Asked by AsmitaD:

Hi,

I have defined some custom fields for epic like Epic start date and End end date. I want to see those on backlog screen of portfolio - but I am unable to do that. I am using these dates for some reporting.

I see some predefined fields like start date / End date / earliest start date etc. - but I guess these are for Automatic scheduling, that I am not using automatic scheduling.

Need help ASAP.

Thanks

Asmita


Answers:
author: Paul Hardaker
body: See here <https://jira.atlassian.com/browse/JPO-155>

This is an open feature request.


author: AsmitaD
body: I also want to see the name of the project on same screen - backlog screen of portfolio


Tags: advanced-roadmaps

custom-field
Live Portfolio totally borked :(
Asked by Aaron McCullough:

#### Was there a recent release? Our Live Portfolios are now completely messed up / not showing the right info...with no touching on our end. It looks like the JQL isn't correctly pulling in stories/epics, even though when I go to the issue search it correctly pulls things in? {#toc-hId-1281323044}


Answers:
author: Martin Suntinger
body: Hey Aaron, apologies for the bad experience you've had - we haven't seen other issues with data loading or anything after the 1.12.4 update, but definitely something we need to dig into - if this still occurs, would you mind raising a support ticket via support.atlassian.com if not done already anyways? Thanks!


Tags: advanced-roadmaps
Should we use story points for sub-tasks in Portfolio?
Asked by Roger Butler:

*This question is in reference to Atlassian Documentation: [Creating and deleting work items](https://confluence.atlassian.com/pages/viewpage.action?pageId=802170663)*

In Portfolio, why does Scope allow you to enter story points for sub-tasks (and sum them to the parent Story) but then issue a warning on commit about being unable to commit story points? Should we enter story points for sub-tasks?


Answers:
author: Martin Suntinger
body: Hi Roger, this really depends on your estimation process. Agile out of the box does suggest NOT to estimate story points on sub-task level, but keep them on the story level only. The views and reports on agile boards are currently optimized for that. However, we see some teams have a need to estimate more fine-grained nevertheless, thus this is a popular feature request for boards to support better sum-up of subtask story points.

As it is today: If you don't have an urgent need to estimate sub-tasks in points, I'd recommend not to do it. If you have a need, you can actually add the story point field to the sub-task issue type. In this case, the commit from Portfolio to JIRA will also succeed. The limitation however is that the agile board does not deal explicitly with the aggregation, so your velocity reports won't consider those story points from the subtasks.

comments: author: Jerry Garcia Stackpoole
body: Hi Martin,

How we can add the story point field to the sub-task issue type? The option does not show up on our instance.


Tags: advanced-roadmaps

story-points

sub-task
Importing an already running project in Portfolio for JIRA
Asked by Kamil Beer [Onlio]:

Some teams that already have projects running and would like to try using Portfolio have a problem with the Portfolio mechanic - that you have to create a plan from a "clean slate" - even when you import all issues you work with from JIRA to Portfolio.

By this, I mean that all the issues that are already assigned to people would all be re-planned for different people, for different times etc. Some people would get their work taken right from their tables, mid-work. PMs that are in this situation many times ask about importing assignees and I have to tell them that they just can't.

I imagine their perspective as that they would want the issues people are already working on at the start of the plan. Maybe this could be done by temporarily adding these issues into epics with top priority, but that seems a bit short-sighted.

Is this the way Portfolio is supposed to work? Is there any workaround except for starting from a "clean slate"?

Thanks for all replies!


Answers:
author: Kamil Beer [Onlio]
body: Hey @Martin Suntinger,

thanks a lot for the answer, I'll explore the Live plans. If I have any questions, I'll just reply here.

Best regards,

KB


author: Martin Suntinger
body: Hi @Kamil Beer, I would suggest to directly try out the new live plans. They have a much more direct connection to the data in JIRA, and we recently added a capability to use the issue assignee for scheduling in Portfolio dynamically (up to a configurable hierarchy level). If you connect live plans to an agile board, they also pick up things like the active sprint and what is assigned to it, so those issues would be scheduled accordingly at the very beginning. (re assignees, see also the relevant section here in this blog: <http://blogs.atlassian.com/2016/03/10-user-suggestions-addressed-in-portfolio-for-jira/>).

Live plans are available in Server as a labs feature as part of Portfolio 1.12.x (the assignee handling came with 1.12.3), you'll just have to give the relevant user groups labs access in the Portfolio permissions then they'll see the new type of plan in the Portfolio plan creation dialog. We're still working on bringing all previous capabilities back into live plans, but generally the earlier you can get onto the new integration, the better as we'll eventually make it the new default.

If live plans are not yet ready for you at this point, I think in standard plans the only option would be juggle with things like he sequence of running the issue import, i.e., building a filter with issues that have assignees first, import those, and then import the others second if that is a criteria, but you'll still have to re-adjust the member assignments in Portfolio, so I don't think you'll get the convenience we're hoping to achieve with the new live plans. Hope this helps, feel free to send me follow-up questions! (just make sure you @-mention me so I see a notification).

Best, Martin

Principal Product Manager, Portfolio for JIRA


Tags: advanced-roadmaps
in portfolio live, will you be transferring over features such as time intervals for team members?
Asked by Marc Pflieger:

I am giving portfolio live a test run, and I find that the interface does not have many features of the portfolio. I have to use time intervals for team members which are consultants, and I wanted to make sure this feature along with many others are being migrated to the new version! I did not see any clarification in the documentation whether all features of the old version will be in the LIVE version.

Thank you,

Marc


Answers:
author: Martin Suntinger
body: Hi Marc, thanks for raising this question, we'll make sure this information becomes more accessible. The answer is: Yes, we're planning to bring all major capabilities of current standard Portfolio plans back into live plans. Essentially we've rebuild the integration with JIRA, and are now re-integrating previous capabilities with the new integration model. Specifically for team member intervals: Do you mean absences/presences? That's what we're working on in the current sprint, so it will be back very soon in live plans.

comments: author: CT
body: What about the ability to specify a specific team member that has to do a specific story?


Tags: advanced-roadmaps

live-plan
How to previous "Initiatives" map to Levels above Epics in JIRA Portfolio Hierarchy Levels Beta
Asked by Wes Mason [he / him / his]:

*This question is in reference to Atlassian Documentation: [Configuring hierarchy levels](https://confluence.atlassian.com/pages/viewpage.action?pageId=802170629)*

I'm excited about allowing an arbitrary number of levels for JIRA portfolio, but I'd like to see the relationships between epics and higher-level items in JIRA itself.

<br />

For example, with these levels:

# \| Level Name \| JIRA Issue Types

1. Initiative \| Initiative (Custom Type)
2. Epic \| Epic
3. Story \| All other standard issue types
4. Sub-Task \| All sub-task issue types

How would a user in JIRA (outside of Portfolio) see the relationship between an initiative and all of its epics?


Answers:
author: Steven F Behnke
body: My understanding currently is that there are no links. I hope we can define hierarchy *links* at some point as well that would correspond to the links in Portfolio plans.

In my usage we've been manually linking after the fact with Relates To but that gets tedious and error prone when it should be automatic.


author: Wes Mason [he / him / his]
body: I'd love it to do automatic linking like stories are linked to an Epic. I was also thinking about manual links, but probably won't bother while this is in labs.


author: Steven F Behnke
body: My understanding currently is that there are no links. I hope we can defined hierarchy *links* at some point as well that would correspond to the links in Portfolio plans.


Tags: advanced-roadmaps

cloud

hierarchy

jira
When will Portfolio 2 be released?
Asked by Peter Callies:

The tease of Portfolio 2 at Summit had a number of features that looked like it at least bring Portfolio closer to being enterprise-ready. When will it be released?


Answers:
author: Martin Suntinger
body: There is no confirmed/commited release date at this point as it strongly depends on customer feedback/validation. However, as of this week we've shipped Portfolio Live Plans in labs, which will eventually turn into Portfolio 2.0. Live Plans are not yet feature complete, they focus on the new and seamless integration with JIRA Software. We'll gradually build them out now and also validate the new integration model with various customer setups to have a solid foundation for building some of the new enterprise capabilities on top of it.

Live plans are available from version 1.12 or higher in labs mode, see also <https://confluence.atlassian.com/display/JIRAPortfolio/Portfolio+for+JIRA+1.12+Release+Notes>


Tags: advanced-roadmaps
How can I schedule a Demo for Portfolio?
Asked by Ingrid:


Answers:
author: Steven F Behnke
body: Atlassian offers documentation and introduction materials for their products -- <https://www.atlassian.com/software/jira/portfolio/demo>

They also have a service called Atlassian University -- <https://www.atlassian.com/university>

You're probably going to have to find a local expert to perform actual demo's or training though -- <https://www.atlassian.com/resources/experts/>


Tags: advanced-roadmaps
Training offered for Portfolio Manager?
Asked by Keith Nichols:

I ran through the online video tutorials for Portfolio Manager however I don't find it intuitive. Do you offer training for Portfolio Manager - or have a partner who does?


Answers:
author: Brendan Kelly
body: Hi Keith,

I'm a Consultant with Praecipio Consulting ([www.praecipio.com)](http://www.praecipio.com)) and we offer courses for Portfolio Managers on how to use Portfolio for JIRA, JIRA Software and the other Atlassian tools. We're Atlassian Enterprise and Platinum Experts that have helped a lot of clients manage their product portfolios within the Atlassian suite.

Please feel free to email me at [brendan@praecipio.com](mailto:brendan@praecipio.com) to discuss further.


Tags: advanced-roadmaps

manager

training-and-certification
% complete based on resolution field not empty..
Asked by Chris Mitchell:

According to the Portfolio progress tracking page (<https://confluence.atlassian.com/jiraportfolioserver/status-and-progress-tracking-715263088.html#Statusandprogresstracking-Resolved>), the resolved field just has to be not empty.. "If the issue is resolved ( Resolution field is not empty), the progress is 100%." when there are no sub-issues. Yet I see no change in progress in portfolio when all of the JIRA issues associated with a portfolio are marked other than closed, resolved or done...... (at least of the one's I've checked)


Answers:
author: Chris Mitchell
body: Martin, I have not -- thank you for your input!

Chris


author: Martin Suntinger
body: Hey Chris, have you gotten any further with this yet? It's hard to tell what could be wrong, what should happen is that if an issue has children, (an epic, or an initiative), the child items should display a progress of either 0% or 100% depending on issue resolution, and then the #resolved/#unresolved should aggregate up to the parent. If this is still open, I'd recommend raising a support ticket to investigate the specific case, naming exactly which resolution the issues have, and what the progress column in portfolio shows exactly (if anything). Thanks! Martin Suntinger, PM for Portfolio


Tags: advanced-roadmaps