youngmon/atlassian-qna huggingface dataset:
Should creating issues in JIRA Portfolio apply post-functions as per project workflow?
Asked by Melinda Atkinson:

We have a workflow with several post-functions on the create transition to set fields based upon the link type relationship, for example: when creating a Story, the component field will be set based upon the component field in the associated Epic (using 'has Epic' relationship).

This works fine when creating new Stories via JIRA. However, if we create our Stories in JIRA Portfolio, the same post-functions are not applied and the component field is not populated based upon the associated Epic.

Is this to be expected? Anyone know if there's another way around this? Thanks.


Answers:
author: Melinda Atkinson
body: Hi All,

I was able to get feedback from Atlassian on this issue via a formal support request.

For the record in case you stumble on this with the same issue -- it turns out that in Portfolio, issues are created without their issue links. As a result, any post-functions based on a linked issue will not fire during the create transition, hence the reason why there is difference in behaviour when creating issues via JIRA \& creating issues in Portfolio.

As a result of our discussion, this New feature request was created -- please watch \& vote!

<https://jira.atlassian.com/browse/JPOSERVER-2236>


author: Amanda _Praecipio_
body: Unfortunately, without a published API, it's difficult to see exactly what Portfolio is doing when it creates issues within Jira.

The order of operations of your Post Functions may need to be rearranged for Portfolio to support it. Or you may need to make the Component/s field required to force it to pop up the create dialog in Portfolio.

Those are the only suggestions I can make. I am curious to see if either of those fixes the issue. If not, you may need to file a bug or suggestion with Atlassian.


author: Martin_Wasiak
body: This also prevents the use of field validators in your projects. For example, you can't make "Epic Link" field required because the validator will fire for anything created in Portfolio.

We stopped using Portfolio for creating new issues.


Tags: advanced-roadmaps
How to display a list of epics and their progress?
Asked by Catbird Operations:

In the "Scope" view I can display a progress meter that graphically shows the number of story points complete. To get more information I need to click on it to get hover text with % complete and actual numbers for the story point progress. Unfortunately, I cannot find a way to show that detailed information on-screen for all rows... it's one at a time or nothing. I would like to be able to add a column with the details so I can see it all at once. Is that possible?


Answers:
author: Aron Gombas _Midori_
body: [@Catbird Operations](/t5/user/viewprofilepage/user-id/544627) What are the specific fields that you wanted to see in that epic list report?

comments: author: Valentina Ical
body: I would also wanna check the same - epic, status, assignee, created, progress (%) of that Epic


author: Walter Buggenhout
body: Hi [@Catbird Operations](/t5/user/viewprofilepage/user-id/544627),

Not on screen in Portfolio for the moment. Given you have the estimation and the % completed, the information is there in a condensed manner.

Jira itself has different ways of displaying this information. Think about the burndown chart, the Epic and Release Burndown reports, the Sprint Health Gadget.

Another workaround you could use is exporting the **scope report** . The export holds *progress completed* and *progress remaining* values.


Tags: advanced-roadmaps
Pushing versions to all JIRA projects (over 1000)
Asked by StevenM:

Hi,

How can I push versions to all JIRA projects? I've tried using Portfolio with a JQL that loads all issues, but this breaches the Portfolio issue limit.

Are there any other ways to do this? I'll also need to manage version dates going forward.

Thanks!


Answers:
author: Boris Berenberg - Atlas Authority
body: <https://marketplace.atlassian.com/plugins/net.collabsoft.plugins.jira.jira-version-sync/server/overview> may do what you want?

comments: author: StevenM
body: Unfortunately not compatible with our version of JIRA.


Tags: advanced-roadmaps
Overview of projects in portefolio
Asked by Morten Bjerkan:

Have been looking into the portefolio function but cannot find any function that shows an overview of all Projects and their statuses. Like an portefolio view With different statuses like Cost, Quality, Risk, Time (manually set by Project manager) and other relevant infomartion

ex

Project A: Time status, Cost Status, Progress Status, Project Start, Project End

Project B: Time status, Cost Status, Progress Status, Project Start, Project End

Project C: Time status, Cost Status, Progress Status, Project Start, Project End

Any add-ons that may provide this function?


Answers:
author: Walter Buggenhout
body: Hi [@Morten Bjerkan](/t5/user/viewprofilepage/user-id/1169261),

If you manage your initiatives as an issuetype in Jira, you can simply add your different status indicators as custom fields and associate that with your issue types.

If you like it visual, have a look at [traffic light add-ons](https://marketplace.atlassian.com/search?query=traffic%20light) on the Marketplace. You can add those on a Jira Dashboard with a simple filter results gadget:

![Screen Shot 2018-01-02 at 15.32.35.png](https://community.atlassian.com/t5/image/serverpage/image-id/11864iF9D05E8B530FA406/image-dimensions/409x74?v=v2 "Screen Shot 2018-01-02 at 15.32.35.png")


Tags: advanced-roadmaps
Cannot see all team members assigned to tickets in Portfolio view.
Asked by Mike Silber:

I'm using JIRA Portfolio and have created a team. However, when I look at the Portfolio 'Scope' tab, some tickets do not have a team member associated with them despite a user being assigned to the ticket.

Any idea what might be causing that?


Answers:
author: Amanda _Praecipio_
body: It can be any number of things that may prevent an assignee from showing on an explicitly assigned item in Jira. Here are a few questions to start.

* Do you have Import Issue Assignee Level set on the Plan Configuration under the Scheduling menu?
* Are all possible Assignees Members of the Team?
* What is the Maximum assignees per story set to?
* What is the Issue Status?
* Is Enforce Concurrent Work set to Off?
* Also, hitting the calculate button may help as well.


Tags: advanced-roadmaps
In Portfolio does Plan Editor Permissions override Admin Permissions?
Asked by Brendan Byers:

In Portfolio I have Admin permissions however I notice that for several plans if the Plan permissions are not setup to include me, my access is restricted to Read-only?  
There appears to be no way to access the administration for these plans without expressly having been granted it by the plan creator which can become difficult if they are unavailable to do so.


Answers:
author: somethingblue
body: Hi Brendan,

When you say "admin" permissions are you referring to the admin permissions from JIRA itself? If so the answer is yes:

The permissions in Portfolio for Jira take precedence over the permissions in your Jira application. This means that even if you're a project administrator in your Jira application, you'll still need specific permissions in to perform specific actions with the plans in Portfolio for Jira.

You can read more about the permissions in the [Permissions in Portfolio for Jira](https://confluence.atlassian.com/jiraportfolioserver/permissions-in-portfolio-for-jira-934719058.html) knowledge base article.

Cheers,

Branden

comments: author: Brendan Byers
body: I have admin privileges configured in both Jira and Portfolio but it seems I can still be locked out of individual Plans if not granted specific editor permissions for that specific plan.

In this particular instance the user who created the plan is away and we either need to wait for them to return or gain access to their specific account to update the permissions.

This seems odd to me but if its how it works currently I suppose we can look into the above workaround.  

Thanks,  
Brendan


Tags: advanced-roadmaps
Can I create program in JIRA Portfolio regardless of which JIRA Server version I am using?
Asked by Amit Joshi:

How can I create a program in JIRA Portfolio and club my plans in it? The Portfolio version i am using is Ver 2.0. Is program functionality added in this version.

I have JIRA on premise with ver6.2


Answers:
author: Andre Lehmann
body: Hi Amit.

The program-feature was included in Jira Portfolio Version 2.3

See <https://confluence.atlassian.com/jiraportfolio/portfolio-for-jira-2-3-release-notes-931038009.html>

So the program feature isn't related to your Jira-Version, but your Portfolio-Version couldn't be supported/available for your Jira-Version.

Hope that helps.

Kind regards  
Andr?

comments: author: Amit Joshi
body: Thanks Andre. This Helps


author: Andre Lehmann
body: Glad to hear that :-)

Feel free to accept the answer (little checkmark).


author: Amit Joshi
body: Hi Andre,

Need little more help around creating Timelines view of my project schedule. The timelines mentioned below and in a stream format. Is there an option to change the View to get broader timelines. Is program the right option to do? Please suggest?![SnapShotTimeline.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/10557i7DA2E39C72F6159E/image-size/large?v=v2&px=999 "SnapShotTimeline.jpg")


author: Thomas
body: Hi Amit,

I wanted to clarify that while the first beta of the Program feature was available in 2.3, the release (not beta) was with 2.6.

Since then a lot of nice improvements to Plans and Programs have been released between 2.6 and 2.10 that I would recommend.

As for your question, the timeline you are mentioning is the release timeline and we currently don't have a "broadening" option yet.

Cheers,

Thomas.


Tags: advanced-roadmaps
I am looking into integrating Portfolio for JIRA into my team and have questions about licensing.
Asked by Chester Vergara:

I have questions regarding Portfolio for JIRA. I need to talk to someone about:

* Licensing
* Pricing
* Evaluation
* Demo


Answers:
author: somethingblue
body: Hi Chester,

In regards to the Licensing, Evaluation and Pricing please review the [Portfolio for Jira Licensing and Pricing](https://www.atlassian.com/licensing/jira-portfolio) knowledge base article. In terms of a Demo, what kind of questions do you have?

Cheers,

Branden


Tags: advanced-roadmaps
Unable to Rank Epics in JIRA Portfolio
Asked by NNor2017:

Is there any reason what I can't move the priority (Rank) Epics in the Portfolio tool anymore?

I was able to do it recently 30m ago, but now I get an icon that says I can't rank an Epic anymore.

The tool is useless if I can't rank Epics.


Answers:
author: NNor2017
body: Found the answer

<https://community.atlassian.com/t5/Jira-questions/Portfolio-Epic-Ordering-Permission/qaq-p/407416>


Tags: advanced-roadmaps
Maximum assignees per story set to 1, but portfolio still suggests 2 ppl to work on the story
Asked by Tommy Kao:

Hi Community,

I'm on newest portfolio version 2.9.0, and with Jira software server 7.4.3.

I've set "Maximum assignees per story" to 1, and set a story manually to a certain sprint (instead of "calculate").

Very strangely, after calculation, Portfolio still suggests me to assign two ppl on that topic (pls see pic below).

Could you explain me why and how should I really restrict it to one assignee per story?

Thanks,

Onyx

![_t.useScrumMethod_2017Nov - Portfolio for Jira - Jira 2017-11-30 17-38-54 zzScShot.png](/t5/image/serverpage/image-id/10224i4942D829DBC21E73/image-size/large?v=v2&px=999 "_t.useScrumMethod_2017Nov - Portfolio for Jira - Jira 2017-11-30 17-38-54 zzScShot.png")


Answers:
author: somethingblue
body: Hi Tommy,

I did some research and haven't currently found a solution to this. There have been [discussions](https://community.atlassian.com/t5/Jira-questions/Can-I-set-quot-Maximum-assignees-per-story-quot-on-an-individual/qaq-p/646477) on this in the past and it looks like a Suggestion was posted in that post that you can find at [JPOSERVER-1741](https://jira.atlassian.com/browse/JPOSERVER-1741).

In addition, I found another Suggestion at [JPOSERVER-1502](https://jira.atlassian.com/browse/JPOSERVER-1502). Please vote on both of these issues and add your use case to the comments to add impact to help get this feature implemented.

Cheers,

Branden


Tags: advanced-roadmaps
Does moving items on Portfolio for JIRA change the Rank value like a Scrum board does?
Asked by Dan Maxwell:

I was having trouble finding this, so I thought I would ask; does moving items on Portfolio for JIRA change the Rank value in the same way the Scrum board does?


Answers:
author: Jason Golden
body: Yes, and conversely, changes on the team's board will also change the rank of tickets displayed on the Portfolio plan. However note this only applies to Epics and Standard issues (Story, Task, Bug) - for virtual hierarchy above Epic, the Rank rules inherit from the Epic and Standard issue types. Ranking something in the virtual hierarchy above Epic does not always properly update the rank of Epic and Story below it globally.

I wish there was a way to have rank fixed for a certain level in the hierarchy, but this would be very difficult to solve for.

Much, much more in this thread here: <https://community.atlassian.com/t5/Jira-questions/Epic-ranking-in-Portfolio-2-0/qaq-p/198306>

And this ticket, which was resolved due to non-answer, but in fact the issue persists. <https://jira.atlassian.com/browse/JPOSERVER-1387>


Tags: advanced-roadmaps
How do release start and end dates work in Portfolio?
Asked by Brad Chodos-Irvine:

there are options for setting fixed dates or letting portfolio calculate the start date for you...

the fixed option is the only one that actually seems to work. The other options have no affect. I feel like I am missing something obvious but has anyone else had luck with this feature?


Answers:
author: Bhushan Nagaraj
body: Hey Brad,

Are you referring to the start date and end dates of releases?

If yes, having a fixed start and end date will allow you to identify if all the items within this time period can be released on schedule.

Having Portfolio calculate this for you is a way to identify the possible release date with all the items you would like to complete.

Please take a look at <https://confluence.atlassian.com/jiraportfolioserver/configuring-release-dates-802170565.html>

Regards

Bhushan

comments: author: Brad Chodos-Irvine
body: Thanks - yes I understand generally how it supposed to work. But the different options did nothing to change dates really or show me a different outcome.  
However, it turns out that some of my epics had start and finish dates already set by someone unbeknownst to me, so it was influencing the schedule outcome. Once I removed those constraints it solved my issue. Thanks!


Tags: advanced-roadmaps
Can Portfolio "Initiatives" and "Themes" be assigned to Issues from Jira
Asked by Joel Feldman:

Is there a way to assign Portfolio "Initiatives" and "Themes" to issues from Jira? This would make it easier than having to give permissions to Portfolio to all our Jira users and have them learn that interface.


Answers:
author: Bhushan Nagaraj
body: Hey Joel,

You are only able to set Themes within Portfolio Plans. It is not a field available for searching or editing in JIRA Software.

However, Initiatives can be set using the Parent Link field. Please take a look at <https://confluence.atlassian.com/jiraportfolioserver/showing-portfolio-custom-fields-in-jira-857058481.html>

Regards

Bhushan

comments: author: Joel Feldman
body: Thank you Bhushan!


Tags: advanced-roadmaps
10 collaborators
Asked by Linda:

I am totally confused. I want to remove all my guest collaborators (they are no longer with the firm) but they are all on 1 board. So I cannot. Any ideas?


Answers:
author: Dreamsuite Mike
body: The new admin features will help with this. Watch in the community over the next few weeks for release information and documents that will help you solve your issue...

Keep Track of the latest updates and see answers to common questions here:

<https://community.atlassian.com/t5/Trello-articles/Update-on-Collaborator-Limit-for-Free-Trello-Workspaces/ba-p/2628752>
Como desfazer os quadros
Asked by lambari_vilhenaspecialtycoffees:

Boa tarde!  

Por gentileza, poderia me informar como desfa?o os quatros?  

<br />

Atenciosamente  
D?bora Pimentel


Answers:
author: Sal
body: Oi [@lambari_vilhenaspecialtycoffees](/t5/user/viewprofilepage/user-id/5447559)! Poderia me explicar melhor o que voc? quis dizer com "desfazer os quadros"? Tu quer saber como fech?-los?
May 20, 2024 changes? free version all files will be view only? can they still download links?
Asked by Caylee McCormick:

* On May 20, 2024, in free Workspaces over the limit, boards will become view only.

\^\^\^ once this happens - I understand people won't be able to edit or collaborate, but WILL THEY STILL BE ABLE TO DOWNLOAD FROM A LINK OR FILE POSTED IN A TRELLO FOLDER?

I have a subscription service where people can access the folders and download resources, they don't need to do any collaboration or editing --- will this still work as a way to serve my audience after May 20? Will they be able to click on a file and get the document when it becomes view only?

thanks,

Caylee


Answers:
author: Dreamsuite Mike
body: Hi [@Caylee McCormick](/t5/user/viewprofilepage/user-id/5447553)

If that is the case, it sounds like they can be single board guests and you upgrade the workspace with only you as a workspace member to Standard for $5/month and then things will continue to tick along just as they do today...
Is it possible to assign a different color to the tick of a member of the checklist, so as to know w
Asked by officina dpm:

in a work sheet, I have 3 different checklists, which include office and workshop operators, and finally those who carry out assembly and control of the product.

How can I assign a different color to each operator's tick, so as to know who ticked that specific process or order in the checklist?

Thanks in advance to anyone who replies


Answers:
author: Dreamsuite Mike
body: Hi [@officina dpm](/t5/user/viewprofilepage/user-id/5447555) Are you using Free or Standard/Premium?

comments: author: Dreamsuite Mike
body: If using Trello Standard or Premium, you can have an automation that when a user checks of a checklist item, it adds them as the user of the checklist item so you will see their face...

![Screenshot 2024-03-10 12.45.14.png](https://community.atlassian.com/t5/image/serverpage/image-id/311167iF4DDA2D0717B573C/image-size/large?v=v2&px=999 "Screenshot 2024-03-10 12.45.14.png")

Would that work?
Linking Microsoft Outlook email with Trello
Asked by Shannon S:

Is there any current information available regarding linking Microsoft Outlook and Trello? Everything I've found online states that Microsoft no longer supports working with Trello.

If this is not true, what is the process for setting this up?


Answers:
author: Christl_Email for Trello
body: Hi [@Shannon S](/t5/user/viewprofilepage/user-id/5047596) ?

You are right, Outlook discontinued their Trello add-in a while ago but there are some alternatives you could look at, depending on your needs. This article covers a few email integration options which you might find useful: [Integrate Outlook with Trello](https://www.sendboard.com/blog/outlook-email-add-in-for-trello-alternatives)


author: Tymek Zapa?a _Colorful Budget_
body: [@Shannon S](/t5/user/viewprofilepage/user-id/5047596)

Did you take look at the [Trello and Outlook integration guide](https://support.atlassian.com/trello/docs/using-trello-with-microsoft-outlook/)?
Seeking Collaboration at Low Cost on Trello
Asked by Jim Sullivan:

I am new to Trello and lead a non-profit Rotary Club that executes several large and complex fundraising events annually. I just learned that adding "Member" to a board is causing additional billing for each. (Yikes!) Can anyone guide me in the best course of action? I am tempted to make everyone on the project board a "Guest" but a few of them are active across our events and, as I understand it, can only contribute to other boards if they are Members. Any way around getting billed in a needless way?


Answers:
author: milynnus
body: [@Jim Sullivan](/t5/user/viewprofilepage/user-id/5447524)

The rule of thumb to note is that single board guest do not need a subscription. All workspace member and multiple board guest will require a subscription. The distinction has to be made about a guest vs a member of the workspace. The bigger issue is that if you are using automation, then a free plan will not give much to work with.
Remove part of card name and add new word
Asked by Courtney Terilli:

When I move a card from one board to another that is named "facility name 2024", I want it to be renamed to "facility name 2025" on the new board. I've looked at wildcards and can't seem to figure out what to enter in my Butler rule to get it to work.


Answers:
author: Hannah Humbert - Simpla Workflows
body: Hi [@Courtney Terilli](/t5/user/viewprofilepage/user-id/5342319) try  

```
when the name of a card contains "{*} 2024", rename the card to "{wildcard1} 2025"
```

comments: author: Courtney Terilli
body: Worked like a charm!! Thank you so much. I had it all backwards.


author: Hannah Humbert - Simpla Workflows
body: Yay! Glad that's working for you ?
Admin of a workspace but unable to remove guests and boards they are admin to, what should I do?
Asked by Anna-Karin Andersson:

I am admin of a Free version of a workspace with 9 boards and 2 of them I am not a member of. In the workspace we have 4 people (guests) that no longer work at our company and who are admins of these boards so I am not able to remove them or remove the boards?

Any idea how I can remove these 4 people from our workspace, including the 2 boards that we want to delete?  

This is what it looks like <https://imgur.com/PlAHTYQ>


Answers:
author: Caity
body: Free Workspaces in Trello are getting some new admin tools that will allow you to fully remove any member or guest. These tools will be available by the end of March.

If you want to remove someone *before* then, you can do that by starting a free trial of Premium (no credit card required) if you haven't used a trial previously. That will give you full admin capabilities so that you can remove any member from any board.

comments: author: Linda
body: Can I revert back to the free workspace after I use the Premium version?


author: Caity
body: Yes, there's no credit card required, so it will automatically revert back to free at the end of the trial if you don't add a payment method before then.


author: Sal
body: Hi [@Anna-Karin Andersson](/t5/user/viewprofilepage/user-id/5447429)! This option isn't available at this time to remove them from your Workspace, but we'll add these functionalities available for Workspace admins in free Workspaces soon to make it easier for you to manage your collaborators.

You can read more about it here: <https://support.atlassian.com/trello/docs/workspace-user-limit/#Removing-collaborators-from-your-Workspace>


Tags: board

remove

users

workspace
Delete guests which I cannot see (only the number is visible)
Asked by Marja Bakker:

I want to delete guests from my workspace. But i cannot see them, I see only the number of them, 14 which exceeds the future accepted number.

I assume these are old guests, from a board I don't longer own and don't longer see. I transferred the management of the board to another person.

How can I delete these mystery guests from my workspace?


Answers:
author: Sal
body: Hi [@Marja Bakker](/t5/user/viewprofilepage/user-id/5447425)! This option isn't available at this time to remove them from your Workspace, but we'll add these functionalities available for Workspace admins in free Workspaces soon to make it easier for you to manage your collaborators.

You can read more about it here: <https://support.atlassian.com/trello/docs/workspace-user-limit/#Removing-collaborators-from-your-Workspace>

comments: author: Caity
body: Just want to add, these new tools will be available by the end of March.