youngmon/atlassian-qna huggingface dataset:
Dates for issues in Portfolio not working as expected
Asked by Mikael Witt:

Hi,

I?m trying out the new visual experience for portfolio, but have some issues with dates in my plan. In the "old" version, there was a configuration option where you could set the date-fields to use in the plan, this option seems to be gone now?

Also, when changing the start or end date in the portfolio view and synking them back, I can not see them reflected in any of the dates in the original issue, what are the dates that are presented default in the plan view and where are they represented in the original issues?

Best regards

/Micke


Answers:
author: Rhys Christian
body: Hey [@Mikael Witt](/t5/user/viewprofilepage/user-id/246657),

Thanks for sharing your issues with the new experience. We currently don't have the functionality to use other date fields with the new experience timeline. We intend to introduce more custom field into the new UI but custom date is not likely to arrive before our GA release.

The date fields we use in Portfolio are accessible in Jira but need to be added to the relevant screens to become visible. In the screen administration, simply add the "Target start" and the "Target End" fields in the screen config. Instructions are available here: <https://confluence.atlassian.com/jiraportfolioserver/showing-portfolio-custom-fields-in-jira-857058481.html>

Considering it's possible to set dates using these fields in Jira, can you please clarify your need fo using an alternative date field? What additional value do you get from your custom date fields than the ones that currently work with Portfolio?

Your feedback is much appreciated.

Cheers,

Rhys \| Portfolio for Jira Product Management


Tags: advanced-roadmaps
Why can't some items be scheduled in portfolio plan even when they are in the teams backlog?
Asked by Tarang:

I am encountering a warning related to scheduling an item that is in the team's backlog when setting up a portfolio plan for the team. The error/warning reads

*This issue can't be scheduled properly because the assigned team isn't present in your. Change the assigned team to one that's in your plan, or add the assigned team to your plan. Then, recalculate your plan*

I look at the items in question and they have been defined to belong to the team in question. So what is the likely cause of this?

I have also checked of the dependencies and in the couple of instances I saw that the dependencies weren't targeted to the Releases I have included in the plan, however in the other cases the items had no dependencies to speak of yet the same warning. Of course I have items in the plan being scheduled without any errors/warnings and can't figure out what is so special about the few where this error/warning appears.


Answers:
author: Tyler Brown
body: Hey Tarang,

The issue is that Portfolio looks for teams that are defined in it's system.

You'll need to ensure that all of your teams are configured correctly and that all of the Stories (and their Sub-Tasks) are assigned properly.

This guide may be able to help you out:

<https://confluence.atlassian.com/jiraportfolioserver/adding-and-configuring-teams-715262827.html>

Hope this helps,

Tyler

comments: author: Tarang
body: That's just it. I confirmed the configuration of the team and the sources for the portfolio plan. Since the warning is associated to some items I checked those items are associated to the team. If there are any dependencies across teams on the item then those teams have been included as needed.

As these things are resolved then not clear why the error.


author: Tarang
body: Aside this an error message is only useful if it can point to the actual source as opposed to make a broad claim as this one does.


author: Rene Petersen
body: I am having this same issue. Was this ever resolved?


author: Tarang
body: It has been a while and if my memory serves me right the issue revolved around the the need to define Team in portfolio as a shared team. This said, the fact Jira doesn't have a native object definition of Team and it is first defined in Portfolio had something to do with it.

I am sorry I can't offer more clarity in this.


author: Rene Petersen
body: I was able to manually assign my team instead of letting Portfolio calculate it and then committed the changes. That seems to have resolved the problem. Seems odd though. Thank you.


Tags: advanced-roadmaps
Can I create an issue hierarchy level above epic without using Portfolio?
Asked by Ryan McBryde:

I would like to create a level above Epic in standard JIRA.

Is it possible to do that, without plugins, or using Portfolio.

Thank you


Answers:
author: Tyler Brown
body: Hey Ryan,

No, without Portfolio you are not able to create issues above an Epic.

<https://confluence.atlassian.com/confeval/jira-software-evaluator-resources/jira-software-hierarchy>

Tyler

comments: author: Ryan McBryde
body: Thanks for the quick answer Tyler!


author: Eugene Sokhransky _ALM Works_
body: Hi Ryan, it depends on the exact solution you are building. You can actually create the hierarchy in Jira using the standard Jira Software features. For example, you can create a specific issue type that you will use for your top level tasks and use one the existing issue links or create a new issue link type that you'll be using specifically to connect your top level items to Epics.

There are two limitations this approach has:

1. You won't be able to restrict the links creation in any way - the users will be able to use the wrong link type to connect your higher level issues to epics. So users will need to be careful and use the correct link when they do it.

2. There is no easy way to see the full hierarchy in Jira, but then the question is how you want to use it. There are a number of approaches and third party apps you can use to get some reports out of it. Again - it's all about the task you are trying to solve.

Just my 2c.

Regards,

Eugene


author: Gaurav Chahar
body: Hi,

I have similar question, I am trying to create a level above Epic and I don't see the option for portfolio for my JIRA cloude version, how would I create a top level?

Thanks

Gaurav


Tags: advanced-roadmaps

epic

hierarchy
Deployment guide for Portfolio for Jira
Asked by Samuel Adejumo:

**Portfolio for Jira as add-on**

We have Jira in operation.

I evaluated various tools and came up with my recommendation that we (Sweden) should also buy Portfolio for Jira as add-on, since we have Jira and Confluence in operation.

I am ask to present a solution architectural solution diagram of how Portfolio for Jira will fit

1. Server base, b. Data Center and c. Cloud base.

This is where I need help because a review will be at 4 pm GMT time tomorrow and final presentation on Monday 3/12/2018 10 am to convince the committee.

Can someone help me out please.

Regards,

Samuel


Answers:
author: Dave
body: Hi Samuel,

This response may be too late given that the date for your presentation has passed. Also, unfortunately it's not entirely clear what information you needed.

It's worth being aware that the the Jira Cloud and Jira Server are now separate products (see [here](https://confluence.atlassian.com/cloudkb/atlassian-cloud-vs-server-features-and-use-cases-691011844.html) for more information) and similarly Portfolio for Jira Cloud and Server offer different capabilities and user experiences.

Portfolio for Jira Server is available as an application from the [Atlassian Marketplace](https://marketplace.atlassian.com/manage/apps/1212136/versions). The experience for Data Center and Server is the same.

You can find more information about Portfolio for Jira Server [here](https://www.atlassian.com/software/jira/portfolio?_ga=2.7564788.779986870.1544046641-1556726503.1515983584).

We are currently working on a major overhaul of the planning experience that you can learn about [here](https://community.atlassian.com/t5/Portfolio-for-Jira-articles/Introducing-a-new-planning-experience-in-Portfolio-for-Jira/ba-p/944996?utm_source=atlcomm&utm_medium=email&utm_campaign=immediate_general_comment&utm_content=topic).

This may or may not provide the information that you're looking at and it may be too late. Hopefully it will be of some use though,

Regards,

Dave


Tags: clover

advanced-roadmaps
How do I add a Story to an Exisiting Epic?
Asked by Christo4:

I have an Epic which needs to be expanded to include another Story (the Story will then be defined by several Tasks). I can see where I can Link the Story to the Epic; but, my intention was to include it with the existing mix. How do I accomplish that?


Answers:
author: samrobertsofficial
body: Hi [@Christo4](/t5/user/viewprofilepage/user-id/582013),  

In terms of linking a story to an epic, this can be done...

**In Jira:** View the story, and go into "edit" view (shortcut E). There should be a field "Epic link" which you can then set.

![Screen Shot 2018-12-07 at 4.25.06 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/39713iF36CA2E2B5722A36/image-dimensions/518x71?v=v2 "Screen Shot 2018-12-07 at 4.25.06 pm.png")

**In portfolio:** Click on the issue key for your story, the in the details panel choose the parent epic you want the story to belong to. You will need to commit your changes to Jira before you can see this updated in Jira. This name may appear different to what in Jira because one uses Epic name vs Epic title can be different.

![Screen Shot 2018-12-07 at 4.23.05 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/39712iA035DBDB1040C0B7/image-dimensions/533x190?v=v2 "Screen Shot 2018-12-07 at 4.23.05 pm.png")

However, we weren't quite sure what you meant by "existing mix". Could you clarify what you mean?

Please let me know if the above doesn't help

Thanks,

Sam


Tags: advanced-roadmaps
What happens to Team field when Portfolio is removed?
Asked by Noah Tuller:

Hi, I was looking at unsubscribing from the Portfolio jira app. However, we get a lot of use out of the "Team" field associated with it. Right now the Team field is locked as a result of it's connection with Portfolio.

If I remove Portfolio, does that unlock the "Team" field?  

The goal here is to unsubscribe from Portfolio while, hopefully, still being able to use a field titled "Team"

Thanks


Answers:
author: Scott Theus
body: Hi [@Noah Tuller](/t5/user/viewprofilepage/user-id/1210249),

I don't know if you were able to answer this on your own, but I just ran into the same question and found your post. SO...I did some testing and here is what I came up with:

Once you remove Portfolio and the license is no longer active the Team field becomes unavailable, even if you have data in it. I didn't have any filters based on Team when I removed Portfolio, but I would assume they would all fail once the app was removed.

To address this I am going to set up a new custom field called "Team" as a multiple choice selection and list all of my teams as choices. I have a Cloud instance, but will be migrating to a sever environment at some point. When I do I will use the Power Scripts add-on to write a script that limits the choices available to the user based on security settings. (I have all my teams set up as user groups and limit access by group.)

I hope this helps, if so please click the "Accept Answer" button so it is easier for other community members to find in a search.

-Scott


Tags: advanced-roadmaps
Target Date on Portfolio plan
Asked by GetConnected Atlassian Support:

Hi all,

I'm trying to add in my scope view target start and target end field but they disappear everytime I make a calculate.

In the target schedule I can't see my baseline.

Did you ever had the same problem?


Answers:
author: Susete Alves Eccher
body: I think this happened when there is estimate, in which case the Portfolio does not consider the informed dates but recalculates.


Tags: advanced-roadmaps
JIRA Portfolio: epic link vs parent link
Asked by Joan Puig:

When using JIRA Portfolio you can use "parent link" field to establish a hierarchy. If using Epic Link field with stories, does this serve the same purpose as "parent link"?


Answers:
author: Tarun Sapra
body: Hello [@Joan Puig](/t5/user/viewprofilepage/user-id/1511365)

Both Parent link and Epic link are technically different fields but serving the same functional purpose.

Epic link is better supported with JIra APis and other plugins like Script Runner. Thus, please continue to use epic link for story - epic relationship. But for Epic relationship with Initiative/Theme (via portfolio) use the field "Parent Link" which get's automatically populated by the Jira portfolio. Thus you can add the field "Parent link" on the view screen of Epic so see the link to parent and child epics will appear by themselves on the parent initiative.

Hierarchy which I recommend is

Initiative -\> Epic -\> Story.


author: Igor Sereda [ALM Works]
body: In addition to what Tarun said, Parent Link is used for all additional levels that you can configure in Portfolio (not just the one above Epic).


Tags: advanced-roadmaps
Unable to add on portfolio cloud - nothing happens
Asked by Andrew Alexander:

Unable to add on portfolio cloud for Jira - nothing happens. I hit free trial button, follow through the steps to add, then page loads and nothing happens.


Answers:
author: Shawn Masters
body: Check your permissions and make sure nothing stopping you from adding it. As an Admin Ive also run into this but was an issue with my browser and an extension I had installed which caused issues but I havent encountered it outside of that.


Tags: advanced-roadmaps
Portfolio for Jira database scheme?
Asked by Onat ?zer:

Hi all,

I would like to write a SQL for Portfolio Scenarios but I didn't find database tables.

I found Core Jira but not for Portfolio?

Do you have a suggestions?

My Jira Version is 7.8 - Portfolio Version is 2.18.0

Tahnks for now.


Answers:
author: Raathi
body: Hey Onat,  

You can find the scenarios in the table named **AO_D9132D_SCENARIO.**

Also please note that we do not encourage querying Jira/Portoflio databases directly or relying on them as the schema could change anytime in the future.  

Regards,  
Raathi


Tags: advanced-roadmaps

jira

jira-server

server
In Portfolio, is there a way to configure the timeline view to display hierarchy based on release?
Asked by Karina Golkova:

My teams use releases to define major product increments, and often releases will contain multiple epics. In order to curate a yearly pipeline, it is critical to have a release-based timeline view. Is it possible to configure Portfolio to accommodate this visual need?


Answers:
author: Walter Buggenhout
body: No [@Karina Golkova](/t5/user/viewprofilepage/user-id/1324680),

Not as far as I know. Release are your milestones and they will always be represented as green/red dots on the timeline. From that perspective, your timeline view is always release-based. You have no visual indicator - however - of the work that is assigned to a specific release on the schedule.

I don't know if it helps, but you can filter the scope by release. That way you can isolate 1 (or just a few) releases.


Tags: advanced-roadmaps
When to expect new planning experience in Portfolio for Jira (Cloud)
Asked by Josip Budimir:

Hi. Does anyone know when to expect the new planning experience in Portfolio for Jira (version 2.18.0) to be published to the Jira Cloud?

<https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-2-18-release-notes-957507062.html>

I find it very difficult to understand Cloud vs on-premise versioning.

Thanks,

Josip


Answers:
author: Josh Frank
body: Hi [@Josip Budimir](/t5/user/viewprofilepage/user-id/2180938), The Portfolio Cloud and Portfolio Server deployment options have unique roadmaps that are optimized for their respective customer bases. Right now there are no commitments on the Cloud roadmap regarding these features. That said, the Server and Cloud product teams are always looking to learn from updates to the product for both deployment options. The teams balance any new updates against other customer requirements.


Tags: advanced-roadmaps
Portfolio and team availability
Asked by Dania Al-Fadly:

Is there a way to view the team availability that has been added in shared teams in portfolio, in one gantt chart view?

Also, will i get notified when someone has added an absence and I assign them an issue to be due the same time they are away?


Answers:
author: Earl McCutcheon
body: Hello Dania,

Unfortunately the answer to both questions is a no for Portfolio's current form and we have feature request in place to address this in future iterations.

First There is not a global view of capacity at this time. This was partially addressed in the following Feature as part of [Shared Teams](https://confluence.atlassian.com/jiraportfoliocloud/managing-shared-teams-828785294.html), where a team capacity is shared across plans when allocated:

* <https://jira.atlassian.com/browse/JPOCLOUD-55>

However as noted in the Features comments on completion of the Shared teams functionality:
> This issue has been addressed as part of new Portfolio live plans, which are now out of labs and the standard way of working with 2.0.
>
> There is a new concept of shared teams which allows to centrally define teams and reference them within multiple plans. There is a couple of still open follow-up requests to control the maximum capacity across plans, such as [this suggestion](https://jira.atlassian.com/browse/JPOCLOUD-80) which we will address separately on top of the new shared teams concept.

So the mentioned Suggestion above [(JPOCLOUD-80)](https://jira.atlassian.com/browse/JPOCLOUD-80), and additional interest and follow up on a Global Capacity view in portfolio, is being tracked in [JPOSERVER-1832](https://jira.atlassian.com/browse/JPOSERVER-1832)

But Currently the capacity via resource availability is plan dependent, and You will need to define how many hours the person spends on which team on each plan by filling in the weekly hours under the team-specific availability in their details panel. This gives you the most flexibility in planning across multiple plans with the current options.

Next is the following feature request to provide Clear visibility of available hours per team member so you get warnings and about overallocation on teams across multiple plans:

* <https://jira.atlassian.com/browse/JPOCLOUD-310>

Make sure to add your vote to these request to help track interest and influence a priority increase per the [Implementation of New Features Policy](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html).

Regards,  
Earl


Tags: advanced-roadmaps

cloud

jira

jira-cloud
Can we create a separate portfolio hierarchy for a specific project using portfolio configuration.
Asked by Ankith:

Am trying to migrate From rally to Jira in process i have tried to create a hierarchy to match the hierarchy in rally, According to our Jira portfolio hierarchy configuration. Can we create a separate hierarchy for different projects as we are working on various hierarchies for different products.


Answers:
author: Walter Buggenhout
body: No, the hierarchy is shared across the entire Jira instance.

I don't know if it is relevant to your use case, but you can map different issue types to a single hierarchy level. By default you have

1. Epics
2. Stories (and other standard issue types)
3. Subtasks

You can add additional levels above the Epic level and then map different issue types to those levels. But you cannot have Epics at one level in one project and at another level in another project.

For a bit more background, see [Portfolio documentation](https://confluence.atlassian.com/jiraportfolioserver023/configuring-initiatives-and-other-hierarchy-levels-933070066.html).

comments: author: Ankith
body: Thank you it was helpful will verify the documentation for more information.


Tags: advanced-roadmaps
How do I get all stories and tasks to show in an epic in portfolio?
Asked by Lance Beck:

I have 8 stories tied to an epic in Jira Portfolio. Only 6 of the stories appear in that epic when viewing in Portfolio and I have not found a way to add them manually.

thoughts?


Answers:
author: shetty
body: Please make sure that the issue source like filters, that you are using contains the issues and the issues has applied fixversions


Tags: advanced-roadmaps
404 error when creating a plan on Jira 8.0 EAP
Asked by Matthieu Le brazidec:

Hi!

I'm currently trying to use Portfolio with my personal instance of Jira which runs the last version of the 8.0 EAP, and the issue I'm facing is that, when trying to create a new plan and at the 2nd step ("Connect to your teams' work"), I get a 404 error when sending an API request to "/rest/jpo/1.0/boards?_=1542229823384".

Is this a known bug and/or is there a way to fix it?

Thank you,

Matthieu.


Answers:
author: Earl McCutcheon
body: Hi Matthieu,

There are some changes in the API coming with Jira 8.0, and we do not yet have an available update for portfolio that is compatible with the 8.0 EAP changes at this time, so unfortunatly this functionality is not yet available for testing.

The Following Documentation gives more detail on the roll out to the api changes and is a good source to keep tabs on the changes as they roll out:

* [https://confluence.atlassian.com/adminjira/preparing-for-jira-8-0-955171967.html](https://confluence.atlassian.com/adminjira/preparing-for-jira-8-0-955171967.html "https://confluence.atlassian.com/adminjira/preparing-for-jira-8-0-955171967.html")
* [https://community.developer.atlassian.com/t/jira-8-0-eaps-are-here/22358](https://community.developer.atlassian.com/t/jira-8-0-eaps-are-here/22358 "https://community.developer.atlassian.com/t/jira-8-0-eaps-are-here/22358")
* [https://confluence.atlassian.com/adminjira/java-11-and-jira-platform-upgrade-956160311.html](https://confluence.atlassian.com/adminjira/java-11-and-jira-platform-upgrade-956160311.html "https://confluence.atlassian.com/adminjira/java-11-and-jira-platform-upgrade-956160311.html")
* [https://community.developer.atlassian.com/t/jira-8-0-eaps-are-here/22358/7](https://community.developer.atlassian.com/t/jira-8-0-eaps-are-here/22358/7 "https://community.developer.atlassian.com/t/jira-8-0-eaps-are-here/22358/7")
* [https://community.developer.atlassian.com/t/lets-talk-about-jira-8-0/22913](https://community.developer.atlassian.com/t/lets-talk-about-jira-8-0/22913 "https://community.developer.atlassian.com/t/lets-talk-about-jira-8-0/22913")
* [https://developer.atlassian.com/blog/2018/08/jira-8-0-announcement/](https://developer.atlassian.com/blog/2018/08/jira-8-0-announcement/ "https://developer.atlassian.com/blog/2018/08/jira-8-0-announcement/")

Regards,  
Earl

comments: author: Kamil Ossowski
body: Hi [@Earl McCutcheon](/t5/user/viewprofilepage/user-id/502460) any update on this situation?


Tags: advanced-roadmaps

atl-adm
In your Jira application, go to Portfolio (in header) > Create. The 'Create' page will be displayed.
Asked by jennifer smith:

I want to create a team. it says i need a plan.

It says "In your Jira application, go to **Portfolio** (in header) \> **Create** . The 'Create' page will be displayed."

what does that mean? what jira application. I see nowhere to got to Portfolio and create


Answers:
author: jennifer smith
body: i installed Jira software 7.12.3 evaluation. And now I've installed portfolio so all is well.


author: jennifer smith
body: I guess that's the problem then. there is no Portfolio menu.


author: Antony Anderson
body: Up the top of the screen there should be a "Portfolio" Menu with a downward arrow next to it.

Click on the arrow and a menu should pop down and "Create" should be at the bottom.

Hope that helps.


Tags: advanced-roadmaps