youngmon/atlassian-qna huggingface dataset:
JIRA Portfolio autoscheduler schedules a year in the future
Asked by Alex Rheingans:

The portfolio auto-schedule feature starts scheduling tasks a year in the future, we have releases and a team setup. Any thoughts on why and how to resolve this would be greatly appreciated?


Answers:
author: Lachlan G
body: Hey Alex,

There could be a number of factors at play here. Are you saying that there are no issues scheduled until a year in the future?  

Could you create a support ticket at <https://getsupport.atlassian.com>?  
That way we can provide you with support specific to your circumstances and with higher security.

Thanks,

Lachlan

Portfolio for Jira Server Team


Tags: advanced-roadmaps
Cross between absence and work log
Asked by pberguno:

Hello,  
I would like to know if there is an option to configure a cross between absences defined for a person in section "Shared Teams and people", and work registry for that person.

For example, if I create an absence on 30-10-2019, the system should not allow me to registry time on the same date of the absence.

<br />

Is this functionality part of Jira Portfolio? or do I have to code?  
Thanks in advance.


Answers:
author: Petter Gon?alves
body: Hello [@pberguno](/t5/user/viewprofilepage/user-id/3617958)

Thank you for reaching out.

I believe that Portfolio for JIRA does not have a functionality to configure worklog to be restricted during the absence period, however, you can achieve this functionality by performing the steps below:

1 - Create e a new status for your tickets: Absence period

2 - Follow the documentation below to configure a property to restrict your users to log work while the ticket is in that status

[How to restrict Log Work on a specific status](https://confluence.atlassian.com/jirakb/how-to-restrict-log-work-on-a-specific-status-834225982.html)

3 - When a user is on absence period, update their tickets to the "Absence period" status, not allowing them to log work anymore

Let me know if this information helps.


Tags: advanced-roadmaps

server
i cant configured working hours and date
Asked by Aharon Cohen:

We upgrade Jira software from 7.8.3 to 8.2.3, and portfolio from 2.7.0 to 3.6.0.

After the upgrade we noticed that we can not configured the amount of hours per day.

The "working hours and days" option, in the planning configuration is missing.


Answers:
author: Roi Fine
body: Hi [@Aharon Cohen](/t5/user/viewprofilepage/user-id/2660413) ,

Thanks for your feedback, in the new Portfolio design, You can't manage working days and hours.

The approach for capacity planning in the new UI is more lightweight. Saying so, we have plans to improve capacity planning capabilities soon, and of course, take any feedback we can get along the way :)

Coming soon is the ability to adjust the planned velocity/capacity for teams to plan for diminishing or rising velocity. This would allow accounting for holidays, people leaving the team, etc.. when planning work further ahead.

If that approach doesn't work, I'd love to hear why, and remind you that you can always switch to the old interface if working hours and days is must-have for you.

I hope the above answer helps,

Roi \| Product Manager

comments: author: Aharon Cohen
body: Thanks Roi, you helped a lot.

We just upgrade to portfolio 3.13 and we noticed that we still not able to manage working days and hours.

I guess we will have to wait a little bit more.


Tags: advanced-roadmaps
Portfolio-Program not showing Release offtrack for issues scheduled beyond Release dates
Asked by Susneha Patil:

Hello all!

I have a Query based Plan in 'Portfolio for Jira' which has Epics and stories with scheduled end date beyond the Release date to which they are tagged to.

I built a Program using this Plan. I am expecting the release to have turned Red. But, it's not.

Am I missing something? I want 'Portfolio for Jira' to show releases red when the plan has items beyond the release date. How does it work?

---

Update: 31-Oct-2019

Apparently, the feature available just shows the overbooked releases and not 'offtrack releases'. Couldn't find the Atlassian documentation in this regard though.


Answers:
author: Lachlan G
body: Hey Susneha,

Your expectation sounds correct to me.

<br />

Could you create a support ticket at <https://getsupport.atlassian.com>?  
That way we can provide you with support specific to your circumstances and with higher security.

Thanks,

Lachlan

Portfolio for Jira Server Team

comments: author: Susneha Patil
body: Hello Team,

ticket is created: <https://getsupport.atlassian.com/servicedesk/customer/portal/35/CA-887848>


author: Bruno Mazzoco
body: Hi,

I have same situation.

Didn't understand about the part of only showing "the overbooked releases" . I would expect to see all the releases as in Portfolio Project Plan.

My expectation was also to have Release Status Off-track (Red) when items schedule as end-date after the Release Date (off-track situation) in this Program View too.

Also, I was testing putting some issues with Start-Date also after the release date (another situation of off-track) and it seems that this is a JIRA Project BUG too for not indicating as off-track as per the documentation described in here:

*"**Off-track** - If any of the issues is **starting** or ending beyond the release date then the release is off-track."*

<https://community.atlassian.com/t5/Portfolio-for-Jira-questions/How-is-Release-Status-on-track-off-track-calculated/qaq-p/1139636>

With many thanks and kind regards,


Tags: advanced-roadmaps

server
Issue Detail View on Program Scope.
Asked by nejaimr:

Currently and in the Jira training there are just 3 fields on Issue detail view on program scope (Parent, Description and Schedule). How can I add a new field in this window ? I'd like to have the Comments inside that.


Answers:
author: Raathi
body: Hey Nejaimr,  

Unfortunately, right now you can't add additional fields to the view.  

Regards,

Raathi


Tags: advanced-roadmaps
Dynamic scheduling vs. limited resources
Asked by Dusty Rhoades:

I have a project schedule which I'm attempting to forecast with the help of Portfolio. However, I'm running into a slight roadblock while using the tool. I have up to three different scenario w/in one project plan to find the team's balance between scope bloat, resource capacity and item estimate/weight.

Initially, all three scenarios had the same total developer(s), total items, total item estimates and release parameters (dynamic scheduling) - which resulted in Portfolio generating the same release date for all three scenarios. However, once modifying the resources by scaling their 40hr weekly capacities down to 30, 20 and eventually 0. Portfolio holds to the initial date it had dynamically scheduled. And when adding to the original estimates per item within the stack, Portfolio begins flagging random items and notes them as "cannot be scheduled".

Shouldn't Portfolio instead tell me that additional sprints are required within my schedule based on limited resource capacity and bloated time estimates?

My goal is to baseline my ideal target release date then layer in a 'buffer zone' of scope creep by increasing time estimates to account for bugs typically reported during our sprint verification process.

Any advice?


Answers:
author: Lachlan G
body: Hey Dusty,

Not entirely sure of what you're trying to do here. I can guess that you're trying to use the calculate button to schedule everything for you and that it's having trouble. There are many reasons the calculation could fail.  

Could you create a support ticket at <https://getsupport.atlassian.com>?  
That way we can provide you with support specific to your circumstances and with higher security.

Thanks,

Lachlan

Portfolio for Jira Server Team


Tags: advanced-roadmaps

server
Will the "set original points from current" be available in future releases?
Asked by Marcin Paradowski:

In the old planning experience there was a possibility to set original points from current plan. Will the functionality be available in future releases? We still would like to be able to keep the original estimations in order to compare them over time.


Answers:
author: Earl McCutcheon
body: Hello Marcin,

Thanks for reaching out and I answered another post recently about this tht goes into more detail, viewable at this link:

* <https://community.atlassian.com/t5/Jira-questions/Where-is-the-Original-Estimate-column-in-Jira-Portfolio-3/qaq-p/1075602>

But to summarize we are tracking interest in adding the original points/estimation to the new planning experience at the following feature request:

* <https://jira.atlassian.com/browse/JPOSERVER-2546>

Make sure to add a vote, and if you have time to do so please add some feedback on your use case and how it is impacting you and your teams workflow as a comment on the request, as end user feedback is extremely helpful for the dev teams when following up on the feature roll outs.

Regards,  
Earl


Tags: advanced-roadmaps
JQL query to find issues belonging to the team where user is a member of the Portfolio Team
Asked by Malka:

I want a module on my system dashboard that will use a jql query. The query should return all stories and subtasks for the active sprint for that user's team that they are assigned to in Portfolio for Jira no matter the status or who on the team it is assigned to.

S/N am I missing the documentation page with the query items like currentUser(), memberOf(), closedSprints() and the other non-field related functions that are available?


Answers:
author: Marianne Miller
body: You're definitely on the right track! You will want the filter results gadget on your dashboard. You'll have to define the query first.

by "belonging to", do mean assigned to?

If so, try

assignee in membersOf("Portfolio")

where portfolio = the name of the group

If you're looking for issues that this team entered into the system, try

reporter in membersOf("Portfolio")

comments: author: Malka
body: Im looking for the stories assigned to the team. They could be assigned to a developer in the team or unassigned. They could be reported by a team member, reported by the scrum master, or reported by an outside user.

Basically I have three teams sharing a project, each using a board filtered by team name.

For the dashboard gadget, I want to filter by current sprint and team for current user.


author: Numb007
body: Hi [@Malka](/t5/user/viewprofilepage/user-id/3572079) ,

have you found a solution for this?

I'm also looking for this. I want to create one central dashboard which is then automatically adapted for all the teams.

Kind regards


author: Andrej Freeze _ greenique
body: It's 2021 and we are still searching folks :) Let's hope that we find a solution someday.


author: Fosfor
body: I would be also interested to be able to query for the "team of the current user"


author: Carmen Paolini
body: It is 2023 now, anyone knows if there is a solution for this now?


author: Numb007
body: I have created now - RIch FIlter DAshboard - and with the RIch Filter Dashboard Controller - colleagues can select their Agile Team or project etc. This is helping a lot. Use it a lot .)


Tags: advanced-roadmaps

jql

query
When will Capacity views over time for planning and reporting be brought back into the product
Asked by Scott Stephens:

There needs to be a better view like there was in 2.0 "Capacity report" For my company this is a showstopper for embracing. It appears you can only view this in the sprint pop up window but there is no planning mechanism of view where you can see over time the teams capacity and current allocation and then switch it to individuals in the team. I need to be able to view the whole picture.


Answers:
author: Roi Fine
body: Hi [@Scott Stephens](/t5/user/viewprofilepage/user-id/1159205)

Firstly, thanks for your feedback

The approach for capacity planning in the new UI is more lightweight. Saying so, we have plans to improve capacity planning capabilities soon, and take any feedback we can get along the way :)

Coming soon is the ability to adjust the planned velocity/capacity for teams to plan for diminishing or rising velocity. This would allow accounting for holidays, people leaving the team, etc.. when planning work further ahead.

Also, we will soon introduce the ability to sort by assignees so when you group by teams and show sprints on the timeline, you'll be able to quickly see who has too much work assigned.

If that approach doesn't work, I'd love to hear why, and remind you that you can always switch to the old interface.

I hope the above answer helps,

Roi \| Product Manager


Tags: advanced-roadmaps

server
Portfolio for Confluence available for Jira Cloud?
Asked by Emma Sinclair:

Hi,

We have Jira Cloud 1001.0.0-Snapshot and Portfolio for JIRA -1000.419.0.

I would like to present plans in Confluence. Am I correct that this is not available for Jira Cloud? Would you recommend another marketplace app that would do a similar job?

Thanks for the info.

Emma


Answers:
author: Earl McCutcheon
body: Hello Emma,

Yes you are correct and the ["Portfolio for Jira plans in Confluence"](https://marketplace.atlassian.com/apps/1221237/portfolio-for-jira-plans-in-confluence?hosting=server&tab=overview) app is only avaliable for Jira Server Standalone and DataCenter applications at this time.

As a workaround, you can get similar behavior by using the [iFrame Macro](https://confluence.atlassian.com/confcloud/iframe-macro-950276528.html) on a confluence page and use a link directly to the plans URL to populate the portfolio plan as an intractable source directly in the confluence page.

Regards,  
Earl


Tags: advanced-roadmaps

confluence-cloud

jira-cloud
Can team member absences be linked to a confluence calendar
Asked by Jay Whitman:

I would like to have one place for team members to enter their planned absences. Currently they have to enter their time off in their team calendar in Confluence and on their team member absences in Portfolio.

Is it possible to easily link the Portfolio team absences to the team calendar in Confluence so that if they enter their time off on the Confluence calendar, it automatically enters that absence on the team member record in Jira Portfolio or vise versa?


Answers:
author: Lachlan G
body: Hey Jay,

Currently this isn't possible but there is an existing feature request here <https://jira.atlassian.com/browse/JPOSERVER-257> that you can add your vote to.

Thanks,

Lachlan

Portfolio for Jira Server Team


Tags: advanced-roadmaps
Issues status set in Done does not show up in portfolio view
Asked by tchlee0116:

Hi,

We are using Portfolio to view the overall tree structure of the EPIC and having overall status helped.

In the Plan setting, under issue source, there are days we can include completed issues. However, we are seeing that some of the status done within a month are not visible. Despite that, the days of completed issues have been set to 200 days.

Is the trigger for showing the done ticket is by resolved dates?

The tickets that show in the Portfolio are the one that has resolved dates and the tickets that did not show in the portfolio are the one that does not have the resolved dates.

It seems the portfolio lists are trigger by the resolve dates, to fix this how can we trigger the resolved dates?


Answers:
author: tchlee0116
body: Found the reason why done status Jira does not show up in Portfolio view.

It all comes down to if Jira ticket has resolved date or not. Portfolio requires this for filter.

The Resolved Date is trigger when you have post-function to set the field resolution to non-null.

What we were doing at the beginning is to set the field resolution after status done is set to trigger project automation on the field resolution to set to done. By doing it this way, Jira system does not interpret this as the issue is resolved properly, hence there will be no resolved date in place.

I am not sure if this can translate into an improvement or fulfill as a bug fix.


Tags: advanced-roadmaps
issues with unassigned teams
Asked by Another agile delivery person:

Hi Folks,

When we create issue types in portfolio, if we don't there and then assign a team to the issue, it promptly disappears from portfolio when it is committed. How do we assign a team to an issue outside of portfolio, or get portfolio to display issues without a team assigned

Is there a way that when we create issues in portfolio or indeed outside of portfolio, with a Fixversion that is included in the portfolio, we can get these issues to appear. We keep falling into the trap of Portfolio missing work that has been created.

This is portfolio 3.x the behaviour is different in portfolio 2.x


Answers:
author: Roi Fine
body: Hi [@Another agile delivery person](/t5/user/viewprofilepage/user-id/3556530) ,

Answering your question:

"How do we assign a team to an issue outside of Portfolio, or get portfolio to display issues without a team assigned?"

In Jira, you'll need to expose the Portfolio team field, see docs here - <https://confluence.atlassian.com/jiraportfolioserver/configuring-custom-fields-935577874.html>

In Portfolio, try to add the whole project as the issue source, and not only the board. Alternatively, you can add another filter to the plan's issues sources when the team field is empty.

Let me know if the above makes sense,

Cheers,

Roi Fine \| Product Manager

comments: author: Another agile delivery person
body: Hi,

Thanks for the response, yes I finally found the teams custom field in Jira and have solved the issue that way. Thanks for the response.  

Regards,


Tags: advanced-roadmaps
In a premium plan do you pay for all users with Jira access?
Asked by Murat Sahan:

Hi all!  

We are now using the free version of Trello and are thinking of a premium plan. We also have Jira Cloud and Confluence and have about 700 users. Trello is perhaps relevant for about 50 of us. Do we then need to pay for all 700 users or just for the 50 that will use Trello?   

Best regards  

Murat


Answers:
author: Dreamsuite Mike
body: Trello is a completely separate product so you only need to pay for those members who are in the Trello workspace (workspace members and those who are members of more than 1 board in a workspace)


Tags: billing
En Tablero Trello boton - terjeta creado pero el resto del equipo no lo ve y se necesita que se vea
Asked by Alejandro Mendez Rozas:

n Tablero Trello creo un boton - terjeta pero el resto del equipo no lo ve y se necesita que lo pueda visualizar el resto del equipo. He cambiado opciones en configuraci?n pero no lo resuelvo.![Botones configuraci?n.JPG](https://community.atlassian.com/t5/image/serverpage/image-id/323616i76FFFF366CC6AE1A/image-size/large?v=v2&px=999 "Botones configuraci?n.JPG")


Answers:
author: Mutya A
body: Hola,

?Gracias por escribirnos! Por favor, ten en cuenta que estamos usando un servicio de traducci?n para ayudarnos a responder a nuestros clientes internacionales. Si?ntete en libertad de calificar la calidad de la respuesta.

La opci?n "Show on all Workspace visible boards" solo mostrar? el bot?n de la tarjeta a los miembros de Workspace, por lo que no seleccionar? esta opci?n. Si solo selecciono "Anyone in the Workspace can enable this button", los dem?s miembros que no sean miembros del espacio de trabajo y que pertenezcan a ese tablero podr?n ver el bot?n de la tarjeta. ?Puedes decirme si esto funciona para ti?

Espero que esto ayude, pero ?av?senos si tiene alguna pregunta!  
----------------  
Si esta publicaci?n ayuda con tu consulta, entonces considera el bot?n Aceptar respuesta o Me gusta para ayudar a los dem?s usuarios a encontrarla m?s r?pidamente.
Como o plano ? anual, caso eu cancele serei cobrado algum valor por meses subsequentes?
Asked by Pedro Bulc?o Iglesias:

Como o plano ? anual, caso eu cancele serei cobrado algum valor por meses subsequentes?

Isto ?, seu eu cancelar tem alguma esp?cie de multa?


Answers:
author: Mutya A
body: Ol?,

Obrigado por escrever para n?s! Por favor, note que estamos usando um servi?o de tradu??o para nos ajudar a responder aos nossos clientes internacionais. Sinta-se ? vontade para avaliar a qualidade da resposta.

Se voc? cancelar uma assinatura anual, n?o haver? cobran?a nos meses subsequentes. N?o h? multa alguma quando voc? cancela.

Espero que isso ajude, mas deixe-nos saber se voc? tiver alguma d?vida!  
----------------  
Se esta postagem ajudar com sua d?vida, considere o bot?o Aceitar resposta ou o bot?o Curtir para ajudar os outros usu?rios a encontr?-la mais rapidamente.
Permission to Users - Emmanuel Katto
Asked by Emmanuel Katto:

Hi everyone, I am Emmanuel Katto from Uganda. I have a query that how can we set permission for users e.g. a person can edit the card but cannot delete it.

Please let me know.

Thanks!

Emmanuel


Answers:
author: Mutya A
body: Hi Emmanuel,

Currently, we don't have a permission that stops the board member from deleting cards that they can edit. While this functionality isn't currently available in Trello, you aren't alone in wanting this, as we have had other users interested in this as well. With that in mind, I've added you as a "+1" to our existing suggestion, which you can access here: [TRELLO-72: As a board admin, I can prevent non-admin members from deleting cards on a board so that I have more control over when cards are permanently deleted](https://jira.atlassian.com/browse/TRELLO-72)

I have also added this ticket as an internal comment to this report so that way our engineering team can reference to it and also use it to help align priority. I would also recommend you to visit that suggestion, log in with your Atlassian account, and click **Start watching this issue** on the right panel. You can comment and share your use case and why this is important for your business. This will help our product and engineering team understand more about which functionalities our users are interested in. Also, you'll be notified via email when our product team updates the ticket.

You can learn more about this by reading our Implementation of New Features Policy:  
[New Features Policy](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html).

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, please consider clicking the **Accept answer** or **Like** button to help other users find it more quickly.

comments: author: Emmanuel Katto
body: Thanks [@Mutya A](/t5/user/viewprofilepage/user-id/5101057)


author: Sonal Verma
body: [@Emmanuel Katto](/t5/user/viewprofilepage/user-id/5496874)As of now, I haven't seen this feature on Trello.


author: Mutya A
body: Hi [@Sonal Verma](/t5/user/viewprofilepage/user-id/5517598) you can go to this feature suggestion link below and add your comment if you'd like this feature shipped to Trello. Even though this would not guarantee that such a feature would be built, it would certainly bring it to our Product team's attention to be considered, especially if more users have asked for the same thing.

You can comment and share your use case and why this is important for you or your business: [TRELLO-72: As a board admin, I can prevent non-admin members from deleting cards on a board so that I have more control over when cards are permanently deleted](https://jira.atlassian.com/browse/TRELLO-72)


Tags: permission

users