youngmon/atlassian-qna huggingface dataset:
Issue Layout - extra fields not appearing. Jira Work Management Business Project
Asked by Ed Parry:

Hi

I've gone into Issue Layout and then clicked on the Project Management Edit/View Issue Screen link.

In the Configure Screen setup page I then added Issue Color and Resolution.

I can confirm from the Project settings -\> fields page that both fields should now show on the Project Management Edit/View screens (and indeed on other screens on other projects).

However when I open issues in the project neither field is visible.

What am I doing wrong?

Thanks in advance.


Answers:
author: John Funk
body: Hi Ed,

Check the context of the custom field to see if it is available for the project.

Go to Settings \> Issues \> Custom fields

Search for the field and the select Contexts and default value from the 3 dots menu to the right.

comments: author: Ed Parry
body: Hi John

Thanks for replying.

I think the answer is that fields don't become available on existing issues. Once I added the fields to the Create Issue Screen they were on new issues.


author: John Funk
body: There's probably multiple screens in your screen scheme then - one for Create and one for Edit/View. You will need to add the fields to both of those screens.


author: Ed Parry
body: That is also true - thank you


Tags: cloud
Automate Portfolio Reports
Asked by Marvin Hagenbuch:

Hello community,

I know that you can manage reports with JQL in Jira projects, but are there any options to automate the report function in portfolio?


Answers:
author: Earl McCutcheon
body: Hi Marvin,

Natively there is not a way to trigger a automated report export in Jira Portfolio, However if you have the [HTML macro enabled for Confluence](https://confluence.atlassian.com/doc/html-macro-38273085.html), you can use the Portfolio report/share button to get an iframe url snippet you can put into an HTML macro to render the data in a confluence page.

This will allow you to display various Portfolio reports in a Confluence page. Once the page is in Confluence you can use the method covered in [This Community Post](https://community.atlassian.com/t5/Confluence-questions/Automatically-PDF-Export/qaq-p/105711) to do an automated export of the page using a script locally to generate a PDF of the page.

Additional details on generating the iframe can be found [here](https://confluence.atlassian.com/jiraportfolioserver/sharing-reports-857058634.html)

Regards,  
Earl

comments: author: Marvin Hagenbuch
body: Thank you for the info Earl!


Tags: advanced-roadmaps
Shared team with multiple scrum boards
Asked by Wesley Wen:

Hi,

In our organization, there are two Scrum teams, say Client and Server team. Both teams require testers, and we have the single QA team to support this need. It works well with JIRA.

However, I meet issue when we start to leverage Portfolio for planning. It's straightforward to create Client and Server team and assign Client board or Server board to them. I also create a QA team, but I'm not able to assign both Client and Server boards to them. The result is Portfolio cannot assign the proper sprint to QA issue(s).

Any suggestion?

Thanks,  
Wesley


Answers:
author: Cristian Rosas [Tecnofor]
body: Hi Wesley,

Can't you do a filter which include both boards? Then you can Use this filter as another board and use it for your QA team

comments: author: Wesley Wen
body: Hi Cristian,

Yes. It works. Thank you for the suggestion.


Tags: advanced-roadmaps
Urgent Scheduling Behavior : More detailed explanation
Asked by amine benali:

Hello,

we spent months trying to understand the scheduling logic of Portfolio based on the official documentations but still we don't understand the behavior based on the criteria as ranking, releases, dependencies.

**Portfolio can still schedule items with high ranking (less important) before items with low ranking (more important).**

**we are at the point to stop using the tool because we cannot fully understand the scheduling !!!!**

**Can** anyone from Atlassian help ?


Answers:
author: Shannon S
body: Hello Amine,

From our article on [Prioritizing Work Items](https://confluence.atlassian.com/jiraportfolioserver/re-prioritizing-work-items-802170527.html):
> Items that are ranked higher will be considered more important, and **Portfolio will attempt to schedule them before lower ranked items**.

Rank is not the only factor that defines the order. Have a look here: [Scheduling Behavior](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html)

Portfolio for Jira uses the following factors to create a sensible schedule of your team's work items:

* Estimates, and required skills and capacity  
* Team schedules, e.g. working in either sprint iterations, or in a continuous flow of daily tasks  
* Work stages, e.g. whether activities can happen either in parallel or in a specific sequence in the plan  
* The sequence of work items, based on start and end release dates  

<!-- -->

* The ranking of work items in the backlog  
* Dependencies between work items in the backlog  
* Configurable constraints, e.g. how many people can work in parallel on a story  
* The skills of each team member  
* Availability of teams and people, taking into account holidays  

The following threads also have responses from Atlassian team members that explain the scheduling a bit further. Perhaps this will help?

* [Solved: How does JIRA backlog order and portfolio rank influence each other? EDITED](https://community.atlassian.com/t5/Jira-Software-questions/How-does-JIRA-backlog-order-and-portfolio-rank-influence-each/qaq-p/705253)
* [Epic ranking in Portfolio 2.0](https://community.atlassian.com/t5/Jira-questions/Epic-ranking-in-Portfolio-2-0/qaq-p/198306)

Let us know if you have any questions!

Shannon


Tags: advanced-roadmaps

jira

jira-server

server
Using Portfolio, can I set velocity to individual resources?
Asked by Justin Bunde:

I am using Portfolio for release planning and using team velocity to plan team capacity. We have mixed teams which some team members are able to run at a higher velocity. Is there a way I can view individual historical velocity? I then want set their individual velocity for future sprints to show how moving high performers will result in a larger impact on future releases.


Answers:
author: Satya RK Kothimbakam Venkata
body: This is probably not an issue anymore! I stumbled upon this thread while searching for a solution to a different issue and thought will share my inputs. I agree with Krista that Portfolio is a team thing rather than for individuals. At the same time basic concept of Velocity should be understood that Velocity in agile is always for a team as a whole and not for individuals. The essence of Agile practice comes to fruition only when we have the team working as one unit and letting the individual capabilities and capacities blend into the team effort as a whole.


author: Krista Parker
body: Portfolio really looks at a whole team, not an individual person. You might be able look at a board/filter with one person and add that as a "team" in Portfolio and get the individual velocity that way.


Tags: advanced-roadmaps
Portfolio for JIRA - Unexpected Error
Asked by David Markowski (DO NOT USE):

Added a new project to a plan and received the error in the bug report below. What did I do that caused it? What can I do to fix it?

Thanks,  
Dave[https://1drv.ms/u/s!Alsa7hlo31e_o8dzf4HdYDkFFOUmEA](https://1drv.ms/u/s!Alsa7hlo31e_o8dzf4HdYDkFFOUmEA "Link to Error Email ")


Answers:
author: Shannon S
body: Hi David,

We'll need a bit more information from your Cloud logs in order to determine the issue. I've therefore created a support ticket for you and am emailing you now via that case.

Thank you for your understanding!

Regards,

Shannon

comments: author: Shannon S
body: Hi David,

I see that my colleague had you re-activate Portfolio to resolve this issue. Can you confirm if this indeed corrected the problem or if you're still having issues?

Shannon


Tags: advanced-roadmaps

cloud

error

jira-cloud

plan
P4J REST API
Asked by Murty Chitti:

Hi Guys.

Is there any way to full the data from P4J in Excel format?

Basically, I want to consume REST API which will return data

Plan - \> teams in the plan - \> all members from individual team belong to the plan - \> individual member's metadata (start date, end date, abilities, absence)

https://jira-instance/rest/jpo-api/1.0/plan/57 gives below response

{  
"nonWorkingDays": \[\],  
"planTeams": \[  
326  
\],  
"excludedVersions": \[  
38477,  
38472  
\],  
"title": "Test Plan - REST",  
"planningUnit": 0,  
"portfolioPlanVersion": 0,  
"id": 57  
}

using plan team id in below api throws exception

https://jira-instance/rest/teams-api/1.0/team/57

Also /team/id do not return data about team members

It is really hard to understand.

Could somebody help here?


Answers:
author: Roi Fine
body: Hi Murty,

Can you please raise a support ticket with your inquiry? Our support engineers will be happy to help you.

<https://support.atlassian.com/contact>

Thanks,


Tags: advanced-roadmaps

jira-server

server
Sprint Timelines
Asked by Krista Heizmann:

Is there a way to pull a report that shows data and time stamps for the Sprint itself? I would like to be able to pull a list of the sprints that have been completed with date and time stamp of when they were opened and when they were closed. Does anyone know how that can be done?


Answers:
author: Shannon S
body: Hi Krista,

Portfolio deals more with creating a plan for the future, than dealing with issues from the past. Therefore, I would recommend you use Jira Software's [Sprint Reports](https://confluence.atlassian.com/jirasoftwareserver/sprint-report-938845689.html) for this information.

Have a look there and do let us know if you have any questions.

Shannon


Tags: advanced-roadmaps
Can't install add-ons
Asked by wiyada wongchan:

I already add Jira software license but I can't add-ons portfolio as attached.

Do you have any advise? ![Capture.GIF](/t5/image/serverpage/image-id/25742i4EB33AB7C13DE982/image-size/large?v=v2&px=999 "Capture.GIF")Kindly help, Thank you in advance.


Answers:
author: Tansu Akdeniz
body: Hi [@wiyada wongchan](/t5/user/viewprofilepage/user-id/1575485),

[@Grigory Salnikov](/t5/user/viewprofilepage/user-id/1323725)is right. If you don't have a connection, go to the [JIRA Portfolio](https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira?hosting=server&tab=overview) marketplace page. Download the jar file and Upload it in "Manage add-ons" section.

comments: author: Grigory Salnikov
body: I agree. This this the right way to install an add-on in case your instance doesn't have an access to Marketplace.


author: wiyada wongchan
body: Ok, got it!! Thank you for your kindly support


author: Grigory Salnikov
body: You're welcome!

If you succeed in your effort you might want to mark the answer as "Accepted" so that other people who are experiencing the same issue would find the answer quickly.

Have a nice day!


author: Tansu Akdeniz
body: You are welcome [@wiyada wongchan](/t5/user/viewprofilepage/user-id/1575485)


author: wiyada wongchan
body: Accepted

comments: author: Grigory Salnikov
body: Here the [right way](https://community.atlassian.com/t5/Feedback-Forum-articles/How-and-why-to-accept-a-solution-to-your-question/ba-p/656156) :)


author: Grigory Salnikov
body: Hi!

Does your Jira server have access to the outside world and Atlassian Marketplace in particular?

comments: author: wiyada wongchan
body: Our server is internal use only, Can I download the portfolio package from other?


Tags: advanced-roadmaps
Can't find the backlog within my portfolio plan
Asked by Bernardo:

Hi,

I am trying to follow atlassian documentation:

<https://confluence.atlassian.com/jiraportfolioserver0213/importing-existing-issues-to-the-backlog-952067147.html>

However when I get to "Select your plan and go to **Backlog \> Epics** and click" I get stocked, I can't find the "Backlog" option within my plan.

Can somebody guide me please, screen shot is welcome.

Cheers


Answers:
author: Krista Parker
body: Hi there,

You can select a board as your source in a plan, however, so maybe that is what you want to do to import your backlog into Portfolio?


author: Shannon S
body: Hi Bernardo,

Can you confirm your Portfolio version? The article you linked is for version 2.13 and refers to Classic plans. [Portfolio for Jira release notes 2.1](https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-2-1-release-notes-915481978.html):
> Portfolio for JIRA will discontinue supporting Classic plans by **April 1st, 2017** for Cloud instances.
>
> Learn to migrate from classic plans to live plans [here](https://confluence.atlassian.com/jiraportfolioserver/migration-guide-859479290.html).

In the current version, Live plans do not have export/import abilities. We have a feature request for it here:

* [JPOSERVER-1742](https://jira.atlassian.com/browse/JPOSERVER-1742)

Regards,

Shannon


Tags: advanced-roadmaps
Search functionality : Cltr + F bug after the upgrade of the version
Asked by amine benali:

Hello,

As the search functionality in Portfolio is really slow, I use the**Cltr+f** of the navigator (chrome) which used to work well. After the migration to .13 the result of the search is only available for items shown at the screen.

For example, if an item is at the bottom of the page, it won't be given as a result of the Cltr+f.

any help why ?


Answers:
author: Shannon S
body: Hi Amine,

In newer versions of Portfolio, the scope table is rendered differently for performance reasons. That is, it only renders the issues that are currently visible. CTRL+F will no longer work because the issues at the bottom of the table won't actually be present on the page until you start scrolling to them.

This is required in order to keep the UI responsive with large numbers of issues.

I understand that many users were searching using CTRL+F due to the previous performance issues with the UI. Can you let me know, since the change, is the internal search working better for you?

Shannon

comments: author: amine benali
body: Hello [@Shannon S](/t5/user/viewprofilepage/user-id/510046)

Thank you, it works well.


author: Shannon S
body: Glad to hear! Take care, and have a pleasant rest of your week.

Kind regards,

Shannon


author: amine benali
body: [@Shannon S](/t5/user/viewprofilepage/user-id/510046)

using the feature of search in Portfolio, I cannot find the Epic + its User Stories !!!

How can we search for an item and all its child ?

For example :

Initiative 001

-\> Epic 001 -\> US 001

-\> Epic 002 -\> US 001

-\> US 002


author: Shannon S
body: Hi Amine,

I would recommend raising this as a new question, as it doesn't appear to be caused by the issue originally asked.

Thank you for your understanding!

Regards,

Shannon


author: amine benali
body: ok


Tags: advanced-roadmaps
Adding Hardening Sprint in Jira
Asked by Arian Lori-Amini:

We are applying SAFe framework for our planning and delivery model and need to inset a hardening sprint after every 3 sprints. Is there a way in Jira to create these sprints in advance and drop the team velocity for the hardening sprints? our goal is to stabilize code in the hardening sprint and no new user stories to work on...

as an example , when team estimated an Epic, its telling me we have 8 sprint of work to finish it based on story points. However that would mean 8 sprints back to back with no hardening sprint. If we do 1 sprint of hardening after every 3 sprints then the delivery of that epic, would not be exactly 8 sprints rather 8 sprints + 4 hardening sprints would be more like 12 sprints duration for delivery

has anyone been able to use hardening sprints in Jira and pre create these sprints...?

Thanks


Answers:
author: Earl McCutcheon
body: Hello Arian,

With the practice of hardening sprints the general rule is to avoid them unless necessary as an ad-hoc practice rather than a continual intigration, referencing the [Scrum Dictionary](https://scrumdictionary.com/term/hardening-sprint/):
> Using a Hardening Sprint is not recommended and the need for it should be addressed by improving engineering practice. If the need for hardening exists, it should be done a little at a time by using Cleanup Stories within the Sprints.

Some additional resources on this topic:

* [Do We Need a Hardening Sprint?](https://www.scrumalliance.org/community/articles/2014/november/do-we-need-a-hardening-sprint)
* [Death to the hardening sprint](https://www.getzephyr.com/insights/testing-inside-your-timebox-death-hardening-sprint)

Overall, Atlassian has worked with cPrime and SAFe? to create a white paper detailing our recommended approach to supporting SAFe? using Atlassian products. I would recommend reviewing this white paper that can be downloaded from here:

- <https://www.cprime.com/atlassian/jira-safe>

Regards,  
Earl


Tags: advanced-roadmaps

atl-adm

jira-software

sprint
Behaviour of cross level dependencies
Asked by Wessel Donkervoort:

Hi,

I was hoping that somebody can explain a little bit more about dependencies within Portfolio for Jira on different levels.

When a story has a dependency with another story it is straightforward: the algorithm will put the the story behind the other story. Only exception to this rule would be sprint assignment.

How does this work on higher levels? So for example on Epic or Initiative level? I tried this out but what I am seeing is that the algorithm puts the work in parallel. Does this have to do with the ranking of the stories?

Also; what influence does it have to create a dependency with a story and a epic?

Looking forward getting a bit more in-depth explanation here.

Thanks in advance!


Answers:
author: Earl McCutcheon
body: Hello Wessel,

The main focal point is that the Dependencies will make it so an issue cannot start until the scheduled completion of the issue that it is dependent on by scheduling the issue into the next available sprint on Scrum or after the issue in kanban, and this is the same across hierarchy levels.

Where the visual representation of this may get confusing is that When the dependency is at the same hierarchy level say an Epics blocked by other epics, they will react the same as you would see at the Story level with dependent stories, and the dependent Epic and all child issues are scheduled after the completion of the Epic that is blocking it from starting, so epic-1 blocks epic-2 then the first story in epic-2 is scheduled after the completion of the last story in epic-1

An Epic is displayed on the timeline spanning the entire scope of the child issues within the epic (the Epic starts when the first child issue of the epic starts and ends when the last child is complete), so if you have a story in epic-1 that is blocked by a story in epic-2 both epics may span the same amount of time if the other stories in the epics allow for the scheduling to overlap fully, otherwise you will see an offset in the start time of the Epics if they only partially overlap if some issues in the first Epic come before all issues in the second epic.

If you add a dependency where a story blocks an epic then this will cause the Offset again either fully or partially. If all issues in the epic are blocked by the story you get a full offset, or if only some then a partial offset. exe if you have 2 epics with several stories in each and a story that completes in the middle of epic-1 blocks epic-2, then epic-2 will show as starting after the story is complete appearing as it is starting half way through epic-1 in the timeline, but if the Child issue in epic-1 that is blocking epic 2 is in the last sprint of epic-1 then epic-2 will show up scheduled after the completion of Epic-1.

-Earl


Tags: advanced-roadmaps
How can I get velocity chart against a sprint? the issues are not estimated in story points but hour
Asked by kalyani gupta:

How can I get velocity chart against a sprint? The issues are not estimated in story points but hour.

When we go to velocity chart report under any project, the following message is displayed:

"There are no available sprints for this board."


Answers:
author: Tansu Akdeniz
body: Hi [@kalyani gupta](/t5/user/viewprofilepage/user-id/41987),

* Is sprint completed?
* Is sprint associated with this board?

<https://confluence.atlassian.com/jirasoftwarecloud/velocity-chart-777002731.html>

Tansu Akdeniz

comments: author: kalyani gupta
body: Yes,the sprint is complete. How to associate sprint with the board?

Can velocity chart be calculated for any ongoing sprint also?


Tags: advanced-roadmaps

velocity
New Portfolio for Jira Getting Started Guide
Asked by Josh Frank:

We've just launched [a brand new guide](https://www.atlassian.com/whitepapers/agile-roadmap-planning-atlassian) to help you get started with Portfolio for Jira.

This guide is a companion piece to [our new demo](https://www.atlassian.com/software/jira/portfolio/demo-video). The guide walks you through use-cases, best practices and general tips for getting started. It's perfect if you want to fine-tune your Portfolio knowledge or if you need guidance as you ramp up with the tool.


Answers:
author: Consulente Atlassian
body: thank you

[@Josh Frank](/t5/user/viewprofilepage/user-id/1160296)


author: Kirk Mower
body: Thanks. Had the same issue ... left me scratching my head


author: Josh Frank
body: Thanks for highlighting this [@JulienFritsch](/t5/user/viewprofilepage/user-id/1002276), [@stratejos \[stratejos.ai\]](/t5/user/viewprofilepage/user-id/510199), [@Consulente Atlassian](/t5/user/viewprofilepage/user-id/912581). The issue has been resolved. The PDF should now appear for download after submitting your information.


author: Joshua Frank
body: Thanks for highlighting this [@Consulente Atlassian](/t5/user/viewprofilepage/user-id/912581) [@stratejos \[stratejos.ai\]](/t5/user/viewprofilepage/user-id/510199) [@JulienFritsch](/t5/user/viewprofilepage/user-id/1002276). The issue has been resolved. The PDF should now appear for download after submitting your information.


author: Consulente Atlassian
body: non c'? il PDF, puoi intervenire per favore ?


author: stratejos [stratejos.ai]
body: Love the new video . Couldn't get the guide after clicking "Get PDF".


author: JulienFritsch
body: Great, but ... I signed and after clicking get PDF, there is no PDF download and no email for 10 minutes. Is that normal?


Tags: advanced-roadmaps
How can I get velocity chart against a sprint? the issues are not estimated in story points but hour
Asked by kalyani gupta:

How can I get velocity chart against a sprint? The issues are not estimated in story points but hour.

When we go to velocity chart report under any project, the following message is displayed:

"There are no available sprints for this board."


Answers:
author: Tarun Sapra
body: Hello [@kalyani gupta](/t5/user/viewprofilepage/user-id/41987)

Possible duplicate here - <https://community.atlassian.com/t5/Jira-Software-questions/Velocity-chart-doesn-t-show-data-in-hour-estimation/qaq-p/7628>

comments: author: Tarun Sapra
body: <https://jira.atlassian.com/browse/JSWSERVER-9167>

Your estimates should be on stories only then it will be taken into account as per the above open issue.

From the comments on above ticket

*it affects Velocity chart since we estimate in sub-task level and the original estimate for parent is 0*


Tags: advanced-roadmaps