youngmon/atlassian-qna huggingface dataset:
Can I visualize individual capacity (over or under) in Portfolio?
Asked by Mike Dolbow:

Hi, I'm learning Portfolio for Jira. I'm starting to set up teams against each project, but most of my people work on multiple projects (and therefore multiple teams). When I look at the Capacity report, it appears to group individuals by team, so I'm not seeing one line per individual as I expect. Is there a way to see the individual's capacity across all the teams?


Answers:
author: Mike Dolbow
body: That doesn't consolidate it by person - it's one row per person/team *combination*, so if you put your "asdf" person on another (non-POTATO) team/project, say "RUTABEGA", you'll now have two rows for "asdf", not just one, right? And that doesn't make sense to me - it would make sense to have one row per person across all projects.


author: Earl McCutcheon
body: Hi Mike,

By Either switching to capacity in the Scope View or on the Capacity Report directly, Click the Settings Cog wheel icon in the upper right, then switch the grouping to "Person" to see a capacity break down per team member:

![Screen Shot 2019-01-11 at 2.34.20 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/42286i35D7B438BFD19AB6/image-dimensions/302x149?v=v2 "Screen Shot 2019-01-11 at 2.34.20 PM.png")

Regards,  
Earl


Tags: advanced-roadmaps
target dates not used in Portfolio
Asked by stephanie:

I can't get Portfolio to use the target dates I enter for scheduling. The target dates show up in the Scope window that lists one line for each issue. When I view the Target Schedule, I have dark blue lines where the issue should take place, but the scheduled date is the entire release.

If I use the drop down menu for Release and select Calculate, then it removes the task from the release and schedules it correctly.

Is there more guidance on the behavior of target dates?


Answers:
author: Phil
body: Hi Stephanie,

here are some more details regarding the scheduling algorithm of Porfolio:

<https://community.atlassian.com/t5/Portfolio-for-Jira-questions/What-is-the-scheduling-algorithm-in-Jira-Portfolio/qaq-p/691152>

Does this help you?

Best,

Phil


Tags: advanced-roadmaps
Unable to link a story to Intiative
Asked by Ankit Tandon:

Recently started using JIRA cloud. We chose to create Initiative issue type. I am not able to **link** Story to Initiative. Story is only allowing to link to an EPIC.

Note that I can 'relate' the story to an initiative.


Answers:
author: PADMA KOTHAKOTA
body: Hi [@Ankit Tandon](/t5/user/viewprofilepage/user-id/2522283),

Are you using Epic link field or Linked issues field for linking issues in story ?

comments: author: Ankit Tandon
body: Hi [@PADMA KOTHAKOTA](/t5/user/viewprofilepage/user-id/2250575), I am successfully able to link a story with Initiative using the 'Linked Issues' field ( I use 'relates to'). My question is: Like the 'Epic link' field, can there be an 'Initiative link' field so that Initiative and Story can have parent-child relationship? Hope this clarifies.


author: PADMA KOTHAKOTA
body: Hi [@Ankit Tandon](/t5/user/viewprofilepage/user-id/2522283),

Please refer the below link .. I think it will be useful for you

<https://community.atlassian.com/t5/Jira-questions/Custom-Field-to-Link-Issues/qaq-p/240299>


Tags: advanced-roadmaps
Resolved Epics Still Appearing in Portfolio
Asked by Greg Sprowls:

I have created a Portfolio plan based off of a board. There are Epics in the board that have been marked as done and have a resolution associated to them. Additionally, they have all been "Marked as Done" in the Jira Backlog view. These Epics are persistent and still visible in Portfolio even though everything associated to them is marked as resolved.

I am looking for some advice to see what setting I might have missed or where to start troubleshooting. I do not want to have to exclude these Epics, I would rather they just fall off once completed.

Thank you.


Answers:
author: Greg Sprowls
body: Turns out that the statuses are buried under More. Once you turn off Done statuses it will show you the view you are expecting. Found the answer here: <https://community.atlassian.com/t5/Portfolio-for-Jira-questions/View-Resolved-issue-in-Portfolio/qaq-p/789200>

Now the problem I am running into with this solution is that it negates the progress bar since nothing Done is being shown. Which makes that whole column useless. There has to be a better way to resolve this.


Tags: advanced-roadmaps
Portfolio for Jira Cloud Licencing per user cost
Asked by Debbie Wright:

we have a setup with multiple projects using the same jira cloud installation, with +1000 users.

we are looking into portfolio, however only a handful of users would use it, (\<10). and we would limit access with permissions to just those users

what are we looking at in terms of licensing costs?

this does not make it clear how users are defined:

[https://www.atlassian.com/licensing/jira-portfolio?_ga=2.148494576.617178186.1546871700-282992694.1545152141#portfolioforjiraserver-1](https://www.atlassian.com/licensing/jira-portfolio?_ga=2.148494576.617178186.1546871700-282992694.1545152141#portfolioforjiracloud-1)


Answers:
author: Earl McCutcheon
body: Hi Debbie,

This is covered in more detail in our user Licensing FAQ [At this section](https://www.atlassian.com/licensing/purchase-licensing#licensing-2)

But the License tier of the app needs to match the base applications user tier to be compatible.

Regards,  
Earl


Tags: advanced-roadmaps

atl-adm
How can I tie skills in Portfolio to stories/work scheduled in upcoming sprints?
Asked by katelyn.bossany:

Our team was able to add skills in Portfolio for our team members. As we're planning the upcoming sprint, we're trying to utilize those skill sets. However, we can't figure out how they connect to the stories and bugs in our backlog. There doesn't appear to be a skills field in the cards.

I've found some helpful articles in the Community, but none that clearly show how our stories tie to the skill sets that have been entered. There are some references in the help articles/discussion about Stages, but I can't tell if these are a requirement in order to tie skills to stories.

Any help is greatly appreciated.


Answers:
author: Joshwa Marcalle
body: Same problem I have had.

I ended up uninstalling portfolio. Did not find the use for it.

If anyone has a better alternative, please share-


author: Demelza Green
body: As Andrew mentioned, you can't expose the estimate values for skills within issues in Jira. You will only be able to see the total value as represented in the Estimates field. If you burn-down/reduce your time from within Jira, this will also reduce all your estimates based on the % allocation used on either the Skill or the Stage if used.

Another option to look at is perhaps creating sub-tasks for each individual skill, which would then house it's own estimate. These will roll up to the story level. For example;

* Sub-Task 1: Front-End Development
* Sub-Task 2: Back-End Development
* Sub-Task 3: QA

You can hide sub-tasks from the boards if having them display does not provide any value. You will still need to manage the state of the sub-tasks, ensuring these are moved to Done. If you are happy for them to display on your boards, then you will need to move sub-tasks and the parent story across the board.


author: Andrew Zibuda
body: The skills only tie in within Portfolio. You can break down the story by skill within Portfolio by assigning a certain amount of the points to each skill, but it won't be represented in JIRA unless you make custom fields.

comments: author: katelyn.bossany
body: Thank you [@Andrew Zibuda](/t5/user/viewprofilepage/user-id/1301112)! Has anyone used custom fields for this purpose and have any suggestions on how to set them up?


author: Andrew Zibuda
body: I've not seen any examples of it before, mostly due to the fact that they likely wouldn't correlate with Portfolio's fields as they are built in, meaning whenever you change the field you would have to update it in 2 places.

I'm not sure if there's a way to expose the variables to JIRA proper from Portfolio, but I'm pretty sure there isn't, and they only made that one exception for Epic -\> Initiative links.

In my experience Portfolio grows exponentially more useless the larger the team is that utilizes it, to the point of being unusable. It is extremely strict and offers no flexibility in terms of scheduling or breaking down the work further as you've mentioned.


Tags: advanced-roadmaps
Importing Sprints from JIRA Board to JIRA Portfolio
Asked by Anand_Saini:

I am very new to JIRA portfolio

I have created a Portfolio Roadmap and was trying to figure out if there is a way to import the actual Sprints (Sprint Numbers) for each of the Feature Teams(We are using Component Field to populate Feature Team) which is assigned to a release.

I have sucessfuly imported all the Epics \& Stories along with the Releases however the Sprints are displayed as Sprint 1, Sprint 2 etc and these are not the actual sprints which I want to be displayed on the Schedule


Answers:
author: Gabriele Franck
body: Hi, Anand

In order to import the sprints from your boards in Portfolio, in the **Issue Source** of your plan, you need to select the \*Boards\* option as source.

If you select Projects or Filters, Portfolio won't know you already have sprints created since sprints are independent on projects.

Let me know if this helps!

Gabi

Atlassian Team


Tags: advanced-roadmaps

jira
Removing PORTFOLIO Licenses for Some Users
Asked by Nidhi Sachin Jindal:

Hi,

As Jira Portfolio is providing the facility to Plan and Manage Team's Capacity as well as Availability. So do we need to buy number of License for this Add-on or only single Licence will work. Who and where Capacity will get be added in Jira?

Only Project Managers can do it or for whole team we need to have access in Jira Portfolio? In our case, only PMO member is going to see the data and reports under this in Jira. Please do confirm do we need to go with number of licences or only 1 license will work.


Answers:
author: Ramaiah Pendli
body: Hi [@Nidhi Sachin Jindal](/t5/user/viewprofilepage/user-id/1653324)

Portfolio licences required the same as Jira licenses, it will be same for any other add-on as well,

Just have a look once on Jira Portfolio settings as well as plan settings to more about permission access levels for admin/viewing/editing the plan.

comments: author: Nidhi Sachin Jindal
body: We don't want to give access in it to whole team, so in that case I guess Jira Portfolio can be taken for few users only which will be for PM, TL and Solution Architects. Please suggests.


author: Ramaiah Pendli
body: Which all of them required access, just create a group/groups then Portfolio settings place the group for level of access permissions.

Jira Administrators will have all the plans access except restricted plans.


author: Nidhi Sachin Jindal
body: Yea if this is the case than for 50 team members we don't need to have access in it because they won't be using it. We can buy licence for selected users who are actuall going to use it to generate portfolio level reports. Please correct me if it's wrong.


author: Ramaiah Pendli
body: No, you have to buy same number of licenses will have JIRA.


author: Nidhi Sachin Jindal
body: Oh you mean, if Jira is having 50 user license than Jira Portfolio Add on also need to have same number of licenses. Right?


author: Ramaiah Pendli
body: Yes you are right


Tags: advanced-roadmaps
Are there any ways to customize Capacity reports in Portfolio for JIRA?
Asked by Debanjan Chakraborty:

I'm trying out JIRA portfolio for our portfolio planning. Everything looks good - except, have some specific needs around Capacity report - want capacity data in different view - like, allocation by resource over a time period and be able to flag any over/under allocations. The current view of the report doesn't really give me that information. I see other report options have a CSV data export options - but, not for the Capacity option. Is there any way to export the capacity data and for my own views?

Thanks in advance for any help.


Answers:
author: Earl McCutcheon
body: Hello Debanjan,

There are not native options in the Portfolio Capacity Report for customizations the closest thing would be the filtering options at the top of the report to narrow the result set (Filter by: Project, releases, Teams, etc...), but this does not sound like what you are looking for.

If you are looking to put together a fully custom Report check out the developer docs on [Creating a Jira report](https://developer.atlassian.com/server/jira/platform/creating-a-jira-report/) using the Portfolio API's:

* [Announcing new APIs for Portfolio for Jira Server](https://developer.atlassian.com/blog/2018/04/portfolio-for-jira-api-announcement/)
* [Portfolio for Jira - Public API](https://docs.atlassian.com/portfolio-for-jira-server/REST/2.13.0/jpo/)

Alternatively you could also look into a [third party reporting tool](https://marketplace.atlassian.com/search?query=reports)in the marketplace that has reporting compatible with Portfolio. I know that [eazyBI Reports and Charts for Jira](https://marketplace.atlassian.com/apps/1211051/eazybi-reports-and-charts-for-jira?hosting=server&tab=support) has some Portfolio compatible reporting covered in their support documentation here:

* <https://docs.eazybi.com/eazybijira/data-import/data-from-jira-and-apps/portfolio-for-jira-custom-fields>

Regards,  
Earl


Tags: advanced-roadmaps
When using the JIRA Portfolio new 'alpha' experience it crashes when using Program view.
Asked by Jon Ingram:

The alpha experience in portfolio won't merge different plans together in the program view. If I make them all the non alpha version it works fine but I have one project trialling the alpha experience which appears to just crash my program view.

Any bright ideas?


Answers:
author: Chiragkumar Rupani
body: Hi Jon,

Plans with the alpha experience enabled are not yet compatible with programs. We do intend to make them compatible but haven't got to it yet. You can find information about future releases and current limitations on this link [here](https://confluence.atlassian.com/jiraportfolioserver/future-releases-and-limitations-953663163.html).

I would recommend you to update to the latest version as some work has been done to fix the issue regarding 'programs crashing'. If it still happens then come back to us and we'll work out the right way to get the details we need to look into it.

Note: The crashing should be fixed with the above approach but much of the data from new experience plans will still not be surfaced as this is not a completed feature yet.

Regards,

Portfolio for Jira Team.


Tags: advanced-roadmaps
Unable to create a Plan in Portfolio
Asked by mpilleux:

Hello,

I need help installing portfolio. Once it is installed, I can't create a plan with portfolio.

<br />

![portfolio jira.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/41300iF3C262D8DE09F4B4/image-size/large?v=v2&px=999 "portfolio jira.JPG")

I also can't assign permissions to persons or groups within portfolio.

Once I try to add permissions to my users, i get the following error

com.atlassian.activeobjects.internal.ActiveObjectsSqlException :There was a SQL exception thrown by the Active Objects library: Database: - name:MySQL - version:5.6.42 - minor version:6 - major version:5 Driver: - name:MySQL Connector Java - version:mysql-connector-java-5.1.47 ( Revision: fe1903b1ecb4a96a917f7ed3190d80c049b1de29 ) com.mysql.jdbc.exceptions.jdbc4.MySQLIntegrityConstraintViolationException: Duplicate entry '0' for key 'PRIMARY'

I tried reinstalling portfolio for JIRA, but I keep getting the same errors.

I think the problem lies in the AOPERMISSION table which inserts a row with all null values except the ID_OTHER field which is initialized in 0.

I appreciate the help

Cheers,


Answers:
author: mpilleux
body: The problem was due to a bad MySQL configuration.

We had the variable sql_mode = NO_AUTO_VALUE_ON_ZERO set.

Removing this variable was able to fix the problem.


Tags: advanced-roadmaps
How to edit plan start and plan end date?
Asked by Sujata Narayanan:

Hello, I am working on the Planning view of a structure and have fields like Plan Start Date, PLan End Date, Target Start date, Target end date. But i am unable to modify these fields. I do have Admin rights to my project. Can you please assist? Under the portfolio section I only see View Portfolio.


Answers:
author: Ang?lica Luz
body: Hello Sujata,

Thank you for getting in touch with Atlassian Community!  
The Start date and End date are both read-only fields, so to edit these fields you must open the ticket and edit those fields there.

Related to Target Start and End dates, you can edit by clicking on the epic.

![Screenshot 2018-12-28_13-53-28.png](https://community.atlassian.com/t5/image/serverpage/image-id/41289iD518CCD0D8870080/image-dimensions/328x211?v=v2 "Screenshot 2018-12-28_13-53-28.png")

As you are an admin, you can confirm if you have access and add yourself on the permissions by clicking on "Settings" on Portfolio:  
![Screenshot 2018-12-28_13-55-07.png](https://community.atlassian.com/t5/image/serverpage/image-id/41290i8321391A7770FF33/image-dimensions/363x287?v=v2 "Screenshot 2018-12-28_13-55-07.png")

Just confirm if the groups that were set on your profile are on those permissions.

Hope this helps!

Regards,  
Ang?lica


Tags: advanced-roadmaps

date

jira

plan
30 Day Premium Trial Collaborator Limit
Asked by Chris H:

I have the following message at the top of my workspace settings:

\> To help with this change, on 8 April 2024 this Workspace will be eligible for an extended, 30-day free trial of Trello Premium, with no credit card required. Trello Standard and Premium Workspaces can have unlimited collaborators.

However when I click "Upgrade" on that page it says:

\> Try Trello Premium free for 14 days  

How do I get the "30-day" trial it mentions?


Answers:
author: Brittany Joiner
body: [@Chris H](/t5/user/viewprofilepage/user-id/5471267) and [@Nikola Perisic](/t5/user/viewprofilepage/user-id/5166624) hey there! the switchover is happening at some point today, and will go into effect when you are unable to add new users. So be on the lookout, it's coming and it will be 30 days! ?

comments: author: Nikola Perisic
body: Hi [@Brittany Joiner](/t5/user/viewprofilepage/user-id/1692248) ! Good! thanks for the update!


author: Chris H
body: Thanks, looks like it is enabled now. I didn't expect someone at Trello to actually have to press a button to enable it during U.S. office hours!


author: Brittany Joiner
body: [@Chris H](/t5/user/viewprofilepage/user-id/5471267) glad it's there! and yeah, i can only guess they wanted all hands on deck when doing a switchover in case anything happened haha


author: Chris H
body: Thanks for your reply, I don't think I am making a misconception about it, the page states it here:

![Capture.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/316920i71EB87FCEF6D179B/image-size/large?v=v2&px=999 "Capture.PNG")

I can't easily test on a new free account as I would have to add 10+ collaborators (which I don't think you can even do since it is past the 8th April deadline).

There is also a thread: <https://community.atlassian.com/t5/Trello-questions/Re-Is-there-a-consultant-I-speak-with-regarding-the-best/qaq-p/2663894/comment-id/91761#M91761> where they say: (this was yesterday now, April 7th)

\> Trello will enable a free 30 day premium trial at some point today

So someone else also expected this to be enabled today!

comments: author: Nikola Perisic
body: Just to be clear, I didn't mean that misconception was from your side, rather from the Atlassian side.


author: Nikola Perisic
body: Welcome to the community [@Chris H](/t5/user/viewprofilepage/user-id/5471267)

![Screenshot 2024-04-08 at 10.20.22.png](https://community.atlassian.com/t5/image/serverpage/image-id/316902i776CD2AC2E745306/image-size/large?v=v2&px=999 "Screenshot 2024-04-08 at 10.20.22.png")

It is 14 days. It must be a misconception. I'd suggest that you create a new test trello instance and apply for the premium there. If it still shows 14, well then it should be corrected.I've tagged Atlassian, so this question gets a higher visibility.


Tags: atlassian
I'm a workspace admin but I can't open and edit private boards
Asked by Nadine M?ntyranta:

We use Trello Premium in our organisation and I am one of three workspace admins. All three of us can see every board in the workspace - also the private ones - but we can't open and edit them. It worked in the past and I've read multiple times that a workspace admin in Trello Premium is supposed to be able to edit also private boards. Is this a temporary technical error or is there some solution to it?

Thank you in advance for your help!


Answers:
author: Lovee Eric
body: Hi [@Nadine M?ntyranta](/t5/user/viewprofilepage/user-id/5471250)

Please try clearing the cache and also please try it with another browser.

I hope this should work.

Thanks

Lovee Eric

Brilyant Inc.


author: Nikola Perisic
body: Welcome to the community [@Nadine M?ntyranta](/t5/user/viewprofilepage/user-id/5471250)

You are right for the admins as they are able to view and edit all of the boards in the workspace with the premium plan. Do you receive any error messages?

Also, try with the another browser, clear cache and start in the incognito mode. By the way that you have described it, it could be a temporarily bug (this also depends on what error message do you receive, or if nothing happens).

Another thing that you can check is your browser developer console for some errors.

comments: author: Nadine M?ntyranta
body: Awesome! The problem didn't occur anymore after we cleared our caches. ?

Thanks a lot for your help!


author: Nikola Perisic
body: If you were satisfied with the answer, please mark this answer as accepted one. Thanks :)
Trello webhook retries although response is 200
Asked by Eliya Ben Ari:

I have an app processing Trello webhook events.  
I see the server is returning 200, and yet the same action is being sent 3 times (the only differences in the payload is id and timestamp)

All three responses from server are in the form:

|---------------------|---------------------------------------------------------------------------------------------------------|
| 2024-04-04 17:56:10 | 10.0.10.94 - - \[04/Apr/2024:10:56:10 +0000\] "POST /api/trello/callback HTTP/1.1" 200 669 "-" "Trello" |

<br />

So I am assuming the response is indeed 200.

This arbitrarily happens to some events, and not for others.   

I've verified using \`tokens/\<token\>/webhooks\` that this board model has only one webhook registered.

Could there maybe be some timeout and these events return after this time has passed?  
Do you have any idea why this could happen?  

Any help appreciated.


Answers:
author: Lam
body: Hi [@Eliya Ben Ari](/t5/user/viewprofilepage/user-id/5471200) - Thanks for reaching out in the Community. Trello's webhooks are designed to retry 3 times if it is interrupted: <https://support.atlassian.com/trello/docs/adding-people-to-a-board/#Invitations-permissions>

I would suggest asking the question in our Developer community as there'll be other active developers and Trello Engineers who may be able to provide further context here: <https://community.developer.atlassian.com/c/trello/42>


Tags: api

webhook