youngmon/atlassian-qna huggingface dataset:
Jira Portfolio Release Report - possible to show estimate of single issues?
Asked by Katharina M.:

![Bild1.png](/t5/image/serverpage/image-id/58502iBA161F68D8242688/image-size/large?v=v2&px=999 "Bild1.png")

Is it possible to show the estimate of each issue directly in the Release Report?

It would be very helpful for us to see the estimate of each issue in addition to the estimate/overload of the overall Release.


Answers:
author: Georgii Lumpov
body: Hey [@Katharina M.](/t5/user/viewprofilepage/user-id/1866909) is there any reason you are not willing to use **Scope** tab with a release filter set to your desired release and level selector set to **Story**?


Tags: advanced-roadmaps

release
Issues have disappeared in plan when skipping status.
Asked by tueda:

![5129.png](https://community.atlassian.com/t5/image/serverpage/image-id/58441i88A107C6FE55BCFA/image-size/large?v=v2&px=999 "5129.png")![5130.png](https://community.atlassian.com/t5/image/serverpage/image-id/58442i0CE27EF9C63ADC09/image-size/large?v=v2&px=999 "5130.png")![Plan.png](https://community.atlassian.com/t5/image/serverpage/image-id/58443i628886890779CDA2/image-size/large?v=v2&px=999 "Plan.png")Hi,

I created a plan. (PFA)

You see epic-5129 has no issue, epic-5130 has one issue.

However, 5129 has one issue and 5130 has 6 issues actually.

This happens when I skip the status of issue - e.g. from To Do to Accepted.

Is this a bug?

We don't skip the status usually, but are sometimes forced to do so.

So I don't want to see this happen.

Regards,

Teru


Answers:
author: Earl McCutcheon
body: Hi Teru,

From what you're describing, i would suspect that there is something in the post functions of the specific transition that is updating the issue and changing one of the paramaters including the issue in the plan. If your linking via a board filter possible something in the filter is excluding the issue or if the plan has excluded release versions check if the release version is changing to an excluded version.

Overall when an issue is not showing up in the plan the following post has a really good list covering items it could be relating to and you would what to check these:

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

Regards,  
Earl

comments: author: tueda
body: Thanks Earl for the information.

I checked it but couldn't find similar case to me.

I don't set any filter other than release, but I don't change release.

I just changed the status of a story which is present in the plan.

If I change the status from To Do to Done, it doesn't disappear.

If I change the status from To Do to Accepted, it disappears.

So skipping status is not enough, skipping Done status seems the cause.

Does portfolio assumes something (which is changed when it's "Done" like the completion mark) in the story as the filter in a plan?

Hope it help.

Regards,

Teru


Tags: advanced-roadmaps
Where can I find who created each plan in Portfolio?
Asked by Lincoln Dwight:

We've had a bit of turnover and I need to clear out some of the "dead wood" currently causing confusion in our Jira instance. There are a several dormant Portfolio Plans I'd like to delete and need to know who each "owner" is.

Thank you.


Answers:
author: Roi Fine
body: Hi [@Lincoln Dwight](/t5/user/viewprofilepage/user-id/3374490) ,

I don't have a great answer here, because their is no concept of an "owner" to a plan. The best thing you could do is to go to the plan\>configure\>permissions. In that view you would see who has edit permissions.

I hope that helps,

Roi \| Product Manager


Tags: advanced-roadmaps
Jira portfolio (Cloud) doesn't map Jira issue assignee
Asked by Massimo Carucci:

Despite what is reported in the documentation is valid, Portfolio does not recover the assignee from Jira Issue

I made the following checks and the rules are respected, namely:  
- There is not member set in Portfolio (set to calculated)  
- The assignee is set on the issue in Jira Software.  
- The assignee is part of a team in your Portfolio Plan.  
- If you've made a manual team assignment, make sure the assignee is part of that team.  
- Calculate your plan.  
- The issue assignee import level must be set to a hierarchy level. (set to Story)

I also tried to set up a sprint where the resource on the tk jira is available in terms of capacity

Does anyone have any suggestions? Is there a bug?

Thanks in advance


Answers:
author: Earl McCutcheon
body: HI Massimo,

Thanks for bringing this up, the disconnect seems to be coming from an inconsistency in the docs for this feature, and the cloud documentation is missing this information, but its covered in the Server version of the doc and applies to both platforms, I'm working with the documentation team to get the info updated accordingly on both doc version:

* [Cloud Documentation: Mapping issue assignees to team members](https://confluence.atlassian.com/jiraportfoliocloud/map-an-issue-assignee-to-a-team-member-868977839.html)
* [Server Documentation: Mapping issue assignees to team members](https://confluence.atlassian.com/jiraportfolioserver/mapping-issue-assignees-to-team-members-868977966.html)

It's going to come down to having a weighted item that the calculation can run against before the calculations will run for the assignee association to occur, Either Sprint or Estimate being set. For this operation the calculate option is looking to see if the issue can be scheduled as the first step looking at the estimates, and if it cannot be added to the schedule as there are no items to pick up the rest of the calculation is skipped. The Section noting the specifics is:
> Before calculating your plan, note that for the assignee to display, the issue must have either an*estimate* , or a*sprint manually associated* to it.  
>
> Depending on how unestimated items are scheduled in your plan, these details are required for calculation to work and display the assignee:
>
> * **Based on default estimates**: Values must already be set as default estimates for all hierarchy levels.
> * **Based on target dates**: The issue must be estimated, or must have a sprint manually associated to it.
> * **Custom**: The issue must be estimated, or must have a sprint manually associated to it.
> * **Off**: The issue must be estimated.

Regards,  
Earl


Tags: advanced-roadmaps
How can I enable the new experience in a program portfolio?
Asked by Julia Hoffmeister:

I could just change the new experience plan for the single Portfolio Plan but not for the Portfolio Program

<https://confluence.atlassian.com/jiraportfolioserver0222/setting-up-the-new-experience-965557878.html>


Answers:
author: Roi Fine
body: Hey [@Julia Hoffmeister](/t5/user/viewprofilepage/user-id/3362844) ,

The new redesign applies for Portfolio plans only, the Portfolio program view wasn't changed.

I hope that helps,

Roi Fine \| Product Manager


Tags: advanced-roadmaps
Target Start and Target End not updating for epics
Asked by John Armenia:

I have an epic that has several estimated and unestimated stories. When I auto schedule, it fills in target dates for everything as expected. When I put estimates on the unestimated work, it correctly brings in the timeline for the newly estimated stories. However, the parent epics target and end dates not updated based on the new information.


Answers:
author: Rohan
body: Hi John,  

Something to consider is that if your epic doesn't have an estimate, then the Auto-schedule will respect the start and end dates that were previously set. If child issues end up outside of the epic's start or end dates, then the epic will expand to include these new issues, but it will never shrink.

This is something we're currently working to improve.

Best Regards  
The Portfolio for Jira Server team

comments: author: John Armenia
body: Ok thanks. As it stands right now I have to clear the target dates for all my epics before I use the auto schedule feature.


Tags: advanced-roadmaps
Team and Release fields cannot be added to the scope window of program plan in portfolio for Jira
Asked by Ron Becker:

In a portfolio plan it is possible to present the assigned team and assigned release information in the scope window. Within a program plan it is not possible to configure the scope window with release and team. Is thi![Scope-portfolio plan.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/57937iC1E1835DD418330E/image-size/large?v=v2&px=999 "Scope-portfolio plan.PNG")![Scope-program plan.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/57938iD7E0BD81EBF94FAA/image-size/large?v=v2&px=999 "Scope-program plan.PNG")s a bug or on purpose?


Answers:
author: Samia
body: Hi Ron,

Thank you for raising this!

Team and Release field haven't been removed on purpose and we haven't added it just yet, however, we have raised a JAC ticket for this feature to be considered.

[Team field in Programs](https://jira.atlassian.com/browse/JPOSERVER-2066)

[Release field in Programs](https://jira.atlassian.com/browse/JPOSERVER-2618)

Kind Regards,

Portfolio team


Tags: advanced-roadmaps
Metrics for release Forecasting
Asked by Ashish Nagpal:

I would like to see release/ Epics predictability based on three scenarios Standard, worst and best or something similar. Has anybody tried forecasting similar way


Answers:
author: Danut M _StonikByte_
body: Hi [@Ashish Nagpal](/t5/user/viewprofilepage/user-id/1558478),

With our [Great Gadgets](https://marketplace.atlassian.com/search?query=great+gadgets+stonikbyte+agile) app for Jira \& Confluence you can generate burndown/burnup charts with forecast for Jira project and epics.

![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/240411i5B108B3BD279955E/image-size/large?v=v2&px=999 "image.png")

However, it only displays one scenario, based on average velocity. But it this is so important for you, we could consider adding the worst \& best scenarios.

If you have questions, please don't hesitate to contact support@stonikbyte.com.

Danut.


author: Earl McCutcheon
body: Hi Ashish,

I am not aware of any method or add-on that could provide an automated method to achieve a multi scenario approach or best to worst case timelines; but for a manual approach you can look into setting up [Multiple scenario planning](https://confluence.atlassian.com/jiraportfoliocloud/multiple-scenario-planning-868977819.html), and in each of the scenarios adjust the weighted items of the scheduling factors (i.e. rank, estimates, capacity, dependencies, etc...) to get the varying level of comparison, best to worst on the plans layout, and after reviewing commit the one that looks to be the most achievable.

Using this approach as your primarily looking at the [Release variable](https://confluence.atlassian.com/jiraportfoliocloud/configuring-release-dates-828785321.html) you could set up one scenario with a "As early as possible" start date and a "dynamic" release date and the second with the optimal fixed dates and the third with a conservative fixed dates to compare the three variable plans and see if there are any conflicts in the schedule on each scenario.

Also check out the documentation for ["Scheduling behavior"](https://confluence.atlassian.com/jiraportfoliocloud/scheduling-behavior-828785428.html) that goes into more detail on how the item weighted items are calculated.

Regards,  
Earl


Tags: advanced-roadmaps

forecast

release
Configuring hours project wise
Asked by Ashish Nagpal:

how do i configure working hours project wise right, if i try to change hours it updates all the projects exists in JIRA instead of particular project.


Answers:
author: Ismael Jimoh
body: Hi [@Ashish Nagpal](/t5/user/viewprofilepage/user-id/1558478)

Working hours for JIRA Software and core are system-wide while for service desk it is per project.

I will suggest looking up add-ons in the marketplace to workaround your requirement or check jira.atlassian.com to see if a feature request like this has been raised and if not, raise one.

Cheers!

comments: author: Nic Brough -Adaptavist-
body: Bear in mind that working hours can mean two different things.

Service Desk working hours are the times that we tell people that service desk calls will be worked on (for example "if you raise an issue after 5pm, it may not be looked at until 9am the next day because our working hours are 9-to-5).

Core/Software working hours are lengths of time, used to measure time spent and translate between hours, minutes, days etc. As [@Ismael Jimoh](/t5/user/viewprofilepage/user-id/1214168) says, this is set globally, so your entire Jira will make the same assumption about how long a working day is, and translate accordingly. The default is 1 week = 5 days and 1 day = 8 hours.


author: Ashish Nagpal
body: Thanks for the response [@Ismael Jimoh](/t5/user/viewprofilepage/user-id/1214168) and [@Ismael Jimoh](/t5/user/viewprofilepage/user-id/1214168) . I am referring to use working hours in Software related projects. I want to experiment the concept of 1 day tasks rather user stories with story points for releases. Company wide day working is 6 hours but we require it to be 8 hours for our project only.

I have to check if such request has been raised to customize your working hours based on individual projects or else i will raise a ticket.


author: Ismael Jimoh
body: Noted [@Ashish Nagpal](/t5/user/viewprofilepage/user-id/1558478)

Do check and if there are no such request then do raise one.

Cheers.


Tags: advanced-roadmaps

working-hours
When I have an email file attached to a card, how do I open that attachment in Outlook by default?
Asked by Glenn Smith:

Using desktop version of Trello app for Mac OS. If I've saved a .eml file as an attachment to a card and I want to later open that attachment, how do I get Trello to open it in Outlook by default? Note -- I already have Outlook set as the default email reader in System Settings on my Mac.


Answers:
author: Alex W
body: Hi [@Glenn Smith](/t5/user/viewprofilepage/user-id/5484275) - welcome to the Community!

I believe you would need to look at your Mac settings for this. I recommend having a read through this discussion on Apple's site: <https://discussions.apple.com/thread/253799047?sortBy=best>

comments: author: Glenn Smith
body: Alex -- Thanks, I hadn't realized that it wasn't enough to go into the Mail application and change the default email handler to Outlook. In addition, I needed to also make a change in Finder so that it opened all .eml files in Outlook as well. (Apple's reputation as a "walled garden" is still safe.) All is working as desired now.


Tags: email-attachments
How can I use "@" in copy without mentioning accounts?
Asked by Epimetheus:

Hi, I was using Trello to draft some copy for an Instagram post, but obviously mentioning some Instagram accounts within the copy using "@" turned into little tags, presumably as their Trello accounts shared their Instagram usernames. How do I write copy in a Trello card without it doing this?


Answers:
author: Ste Wright
body: Hi [@Epimetheus](/t5/user/viewprofilepage/user-id/5484213)

Once you've typed "@", press "Esc" and it should remove the mention highlighting.

Ste

comments: author: Epimetheus
body: In some cases, yes, but in others it reverts back to the nametag no matter what you do.


author: Dreamsuite Mike
body: If you put \\ before the @, it won't turn them into mention tags
Pot?ebuji v?ce spolupracovn?k?
Asked by michaela_novotna:

Dobr? den,  

pot?ebuji p?idat dal?? spolupracovn?ky k n?st?nce. Pou??v?me jednu n?st?nku s s r?zn?mi kartami.  
Vyu??v?me pouze pro psan? informac? v r?zn?ch sloupc?ch v r?mci jedn? n?st?nky.  

pros?m o informaci ohledn? mo?nosti v?ce spolupracovn?k?  

d?kuji


Answers:
author: Alex W
body: Hi [@michaela_novotna](/t5/user/viewprofilepage/user-id/5484031) - welcome to the Community!

Free Workspaces now have a cap of 10 collaborators. If you need more, you will need to upgrade your Workspace to a subscription. You can compare our subscriptions at <https://trello.com/pricing>
Sharing Trello Template
Asked by Simon St John:

I would like to create a Trello and make it public so anyone can access it.

In a twist, I want the board to update using an RSS feed via Make. So it will be constantly updating.

I am not sure whether it is possible to have it so that when someone accesses the public template and makes a copy, it is updated via the RSS feed? I am guessing this is not possible because when they make a copy that will break the connection to my Make that is managing the feed.....is that correct?

Further, does the public template continue to update via the RSS feed until such time as a person copies that public template?

Or does the act of making it a public template break the RSS connection?


Answers:
author: Lara
body: Hi Simon,

Thanks for reaching out!

Just to confirm, are you integrating an RSS feed with a Trello board via this Make integration: <https://www.make.com/en/integrations/rss/trello/>?

If so, the integration should just connect to an individual board and send updates to that board. If someone copies the board, it shouldn't break the connection but it means that the board they copied *won't* have the RSS feed integration.

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara  
The Trello Team


Tags: rss
How Do I Automatically Generate An Trello Board And Assign A User?
Asked by Noah Kroes:

Hi!

I have a website offering subscriptions. Is it possible when someone completes their subscription on my site, we automatically create a Trello account in my board and send the person who just subscribed an e-mail to join the board with his Trello account?

Would love to hear about this.


Answers:
author: Dreamsuite Mike
body: You could this via the API. I'd recommend a combination of Trello API and a no-code automation solution like Make.com or Zapier

comments: author: Noah Kroes
body: Hey Mike, thanks for your answer. I will look into the Zapier automation, have you ever done something like this before?

Cheers


Tags: automation
Loss of the board
Asked by ????? ????????:

04/25/2024 the board disappeared in the workspace in Trello. What should I do to restore the board? Is our board completely lost? Is it possible to restore the board by subscribing to premium?

The whole team has no work to do as we don't see the tasks

The board was not found  
This board could have been deleted or its URL is invalid. Make sure that you have entered the link correctly, or contact the board administrator.


Answers:
author: Dreamsuite Mike
body: Hi [@????? ????????](/t5/user/viewprofilepage/user-id/5483911) Have you checked closed boards?
The board is missing
Asked by ????? ????????:

Good afternoon. Faced with a problem. There is no blackboard in the workspace. You can help with the solution. How do we restore the board? At least transfer the cards to another board.


Answers:
author: Alex W
body: Duplicate of <https://community.atlassian.com/t5/Trello-questions/Loss-of-the-board/qaq-p/2681590>
?????????????????????????????????????????????????
Asked by ? ??:

??????????????????????????


Answers:
author: Lara
body: **Translation**:
> Is it possible in the free version of Trello to move a card when it expires each month, and return it to the original list once it is completed?  
I want to do the above automatically rather than manually to increase work efficiency.  
Hi [@? ??](/t5/user/viewprofilepage/user-id/5375974) ,  
Thanks for reaching out!  
Are you using due dates in your cards? If so, you can set up an automation rule that moves the card once it is due to a list:

* the moment a card is due, move the card to the top of list "List 1"

![2024-05-03_12-14-48.png](https://community.atlassian.com/t5/image/serverpage/image-id/321754iDF8BC83D97428D03/image-size/large?v=v2&px=999 "2024-05-03_12-14-48.png")

You can find more information on due date commands here: <https://support.atlassian.com/trello/docs/creating-and-managing-butler-commands/#Due-Date-automations>

As for moving the card back to the original list once the due date is marked complete, while that isn't exactly possible, you could set up automation to move the card to a specific list.

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara  
The Trello Team
Regarding Free Plan
Asked by ????:

Will My old Card be deleted or unviewable?


Answers:
author: Rasmus Wulff Jensen
body: At most if you not pay, is that the board become read-only so you can only see data but not add/update data

I've made this 10 min video on how the new rules work via various examples: <https://youtu.be/rqmCHU_QxY8>

comments: author: ????
body: Thx
Can you add project costs and track in trello?
Asked by Warren Wagstaff:

I'm examining potential PM/task managment softwares (i've used monday.com previously) and want to know if trello can track project costs as well.

Regards, -w


Answers:
author: Dexter de Vera
body: Hi [@Warren Wagstaff](/t5/user/viewprofilepage/user-id/5483813) ,

Welcome to the Atlassian Community!

You can checkout this trello templates:

<https://trello.com/templates/project-management/advanced-project-budgeting-and-time-tracking-2Hsb5dPy>
Can you print a report of data enter into cards in a custom field?
Asked by Jessica Moore:

I have added email address as a custom field for cards on a board. Is there a way to create a CSV file of these emails?


Answers:
author: Mutya A
body: Hi Jessica!

With Trello Premium, yes you can export custom field data via CSV or spreadsheet:  
<https://support.atlassian.com/trello/docs/exporting-data-from-trello/#Export-to-Excel---Spreadsheets>   

As you are on the Standard plan, you might be able to find a similar feature in our Power-ups page: <https://trello.com/power-ups/search?q=csv>

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.
? possivel automatizar a distribui??o dos quadros para colunas diferentes alternadas?
Asked by Roosevelt Ruscitti Pereira Carvalho Franco:

gostaria de saber se existe alguma fun??o de distribui??o dos quadros de forma alternada entre colunas diferentes, tem a op??o mover automaticamente para outra coluna, por?m n?o alternada entre colunas.

I would like to know if there is any function to distribute the tables alternately between different columns, there is the option to automatically move to another column, but not alternate between columns.


Answers:
author: Lara
body: Hi Roosevelt,

Thanks for reaching out!

Right now, it's not possible to distribute cards in alternate lists. Would you mind expanding on your use case here?

If it helps, in most automations that refer to a list, you can reference the list by its position on a board instead of a name by using #N (where N is a number (#1, #2, #3, etc).

You can read more about that here: <https://support.atlassian.com/trello/docs/referencing-lists-by-positions-instead-of-names/>

Please let us know if you have any other questions, and we'll be happy to help.

All the best,

Lara  
The Trello Team
I am no longer able to add members to my board
Asked by Sheri Vernor:

I am no longer able to add members to one of the boards. There used to be a Share button, but it is no longer visible. HELP!!


Answers:
author: Gaurav Kataria
body: Hi Sheri, could you please share a screenshot of what you are seeing in place of the "Share button"? Also, does this issue persist if you close and then reopen your browser window and/or restart your computer?
Restriction on the number of members and guests
Asked by Nataly Londo?o:

Good afternoon,

I'm a little confused about the new member and guest count policies on TRello boards:

1. Should there be a total of 12, including members and guests?  
2. These 12 profiles count for all the boards that I have created.

Thank you so much


Answers:
author: Gaurav Kataria
body: The limit in the free plan is 10 collaborators, which includes all members and guests in that workspace. This page has more details: <https://www.atlassian.com/blog/trello/new-collaborator-limits>


author: Nataly Londo?o
body: Hi Gaurav, thank you so much for your reply