youngmon/atlassian-qna huggingface dataset:
Project Management Template - Jira Server
Asked by Hanna Alejandro:

Hi! My current organisation is using Jira Server at the moment while I have worked with previous organisations using the JIRA cloud instead. I am looking at using the project management template however since we are not with JIRA cloud, I won't be able to use that specific work management tool.

My question is, will we be able to purchase a license based on the users that will be using that template? And not migrate the whole set-up entirely to the cloud? I am just looking for a way to be able to still use the template without causing huge changes in the org set-up. Do you have any recommendations?


Answers:
author: Ravi Sagar _Sparxsys_
body: Hi [@Hanna Alejandro](/t5/user/viewprofilepage/user-id/4779504)

Those templates are nothing but set of configurations. You don't have to pay extra for that, Jira licensing is based on number of users. You can always recreate those configurations, if you are on server then you have more customisation options available. Do you have a document or details of those templates that you are used to?

Ravi

comments: author: Hanna Alejandro
body: Hi [@Ravi Sagar _Sparxsys_](/t5/user/viewprofilepage/user-id/853596)

Thank you so much for your response! This is the [link](https://www.atlassian.com/software/jira/templates/project-management) to the template I have been using from the other organisation using JIRA Cloud. I have requested this to our JIRA Admin and he was saying that this template is for Jira Cloud, we do not use Jira Cloud, hence, this cannot be done.


author: Hanna Alejandro
body: Hi [@Ravi Sagar _Sparxsys_](/t5/user/viewprofilepage/user-id/853596) ,

Just following up on my question above, is there available data centre configuration details for this template? That I can share with them? Or what do you suggest will be good to do instead?

Thank you!


Tags: cloud

project-management

template
How do I rename the url in cloud?
Asked by Ninu Varghese:

Hi there,

I would like to rename the Jira Work management URL to a new one. Could you please help me with this?


Answers:
author: Josh Costella
body: Hi [@Ninu Varghese](/t5/user/viewprofilepage/user-id/4775752)

Here is documentation on how to update the URL of your site: <https://support.atlassian.com/organization-administration/docs/update-a-product-url/>


Tags: cloud
Business Project Board/Workflow
Asked by Sierra:

My columns are not in the desired order to match my workflow , I can manually rearrange but I need the columns to stay put in an exact order for anyone that goes into project. What do I need to do ?

![Clip.png](https://community.atlassian.com/t5/image/serverpage/image-id/185256iE7C85880554C9154/image-size/large?v=v2&px=999 "Clip.png")


Answers:
author: Sierra
body: Found the answer here , not what I was hoping for.

[Order of column in board for Business Project (atlassian.com)](https://community.atlassian.com/t5/Jira-Software-questions/Order-of-column-in-board-for-Business-Project/qaq-p/1908876)


Tags: board

cloud

column

workflow
How do I add an issue in portfolio that automatically matches the teams board filter criteria?
Asked by Rob Birkland:

How do I add an issue in portfolio that automatically matches the teams board filter criteria?

When I commit a change I get the message the issue does not match any of the plan's issue sources.

If we have multiple teams/boards in a Project how does one use Portfolio to build a backlog. Or is this not possible in current version.

It would be great for JIRA Portfolio to be aware the board filter requires a specific Component or other field. Similar to how quick entry works on a board.


Answers:
author: Earl McCutcheon
body: Hello Rob,

If the Filter on the board used by the plan has very specific set of values that narrow the scope down I would recommend making sure the fields used in the filter are added to the issue create screen and set as required so that a value must be entered at the time the issue is created.

If the issue is created from a Portfolio Plan and has a field value requirement but the field is empty the Set required Fields screen will pop up when you commit the changes like this:

![Screen Shot 2019-02-08 at 5.48.38 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/45085iD9382D8B89B4AE17/image-dimensions/411x349?v=v2 "Screen Shot 2019-02-08 at 5.48.38 PM.png")

Another option that might work is detailed in the following Post were you could set field values based on User property values, so that these items could be populated depending on the users creating the issue:

* <https://community.atlassian.com/t5/Jira-questions/Automatically-set-custom-field-value-based-on-user-group/qaq-p/681836>

Regards,  
Earl

comments: author: Rob Birkland
body: Thank you, this was very helpful. will start off with making the field required. I am going to look at the user properties to see it that could be applicable.


Tags: advanced-roadmaps
Is there a way to get more granular folder structure in JIRA Work Management?
Asked by Thomas Hayward:

Attached a screenshot of how it looks in Asana that were trying to see if we can do in Work Management.  

Another thing is not wanting a story to complete when all subtasks are completed, say they are repeatable tasks, etc.  

any input would be great!![asanaview2.jpg](https://community.atlassian.com/t5/image/serverpage/image-id/185342iD601965DBB874A41/image-size/large?v=v2&px=999 "asanaview2.jpg")


Answers:
author: Bernice
body: [@Thomas Hayward](/t5/user/viewprofilepage/user-id/4776565) Currently, we do not have such a feature to structure the tasks in the list. Also, we do not have an option at the moment to restrict the closure of the story until the sub-task is all closed.
Migrate from free to paid work management account
Asked by Cyrus Marshall:

I started using work management about 7 months ago with the free account. My company purchase a license for Jira Work Management and now I would like to move my project to the paid account.


Answers:
author: Pramodh M
body: [@Cyrus Marshall](/t5/user/viewprofilepage/user-id/4515373)

Cloud to cloud migration is possible

Please follow the guide here

<https://support.atlassian.com/migration/docs/perform-a-cloud-to-cloud-migration-for-jira>

Thanks


Tags: cloud
Trying to troubleshoot a new error that appeared on my JIRA Portfolio board.
Asked by Dana_Langbecker:

Does anyone know how to troubleshoot the message: "There's no capacity data to view for the selected hierarchy?" Because of some unknown setting (haven't been able to find what changed) I am no longer able to view the Capacity plan for each individual on my team. Any suggestions?


Answers:
author: Gabriele Franck
body: Hi, Dana

Could you please send a screenshot of this message in your screen?

Are you using any filter criteria when you see it?

Gabi


Tags: advanced-roadmaps
Order by Status in Portfolio for JIra
Asked by Ben Riester:

Is it possible to sort by the "status" column in portfolio? Currently only able to view them, but not sort by them.


Answers:
author: Earl McCutcheon
body: Hello Ben,

The sorting in the Plan is defined by the issue rank value which is in turn used by the scheduling algorithm to define the schedule of the issue.

The following Documents go into these concept a bit more:

* [Portfolio: Re-prioritizing work items](https://confluence.atlassian.com/jiraportfolioserver/re-prioritizing-work-items-802170527.html)
* [Jira: Ranking an issue](https://confluence.atlassian.com/jirasoftwareserver/ranking-an-issue-938845565.html)
* [Enabling ranking](https://confluence.atlassian.com/jirasoftwareserver/enabling-ranking-938845274.html)

But the main take away is the comment: "items that are ranked higher will be considered more important, and Portfolio will attempt to schedule them before lower ranked items." So it's by design to keep the issues in the defined rank order in the plan, as reordering the issues changes the weight of the item for the scheduling as covered in the [Scheduling behavior](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html) , If you disable Ranking and alter the sort order you loose the functionality provided by Ranking in the scheduling algorithm, such as drag and drop and dynamic date calculations.

Regards,  
Earl

comments: author: Huet Landry
body: This reveals the Portfolio's origins as a scheduling program. I want to have the ability to sort by something like WSJF initially, to set a roadmap for my Train across all teams, then sort by relative rank later, as we start work on the features. The current version of portfolio forces me to use a JIRA board to do the initial wsjf ranking.


Tags: advanced-roadmaps
How can I create an Initiative without a linked existing project or board?
Asked by Gary Israel:

I would like to see how future scenario planning can work but it appears I cannot create an Initiative without it being linked to an existing project or board. Can anyone advise?


Answers:
author: Tarun Sapra
body: Every issue in Jira needs to connected to a Project. Thus, you can't create an initiative without linking it to an project.

One thing you can do , which I have done in the past is to have a dedicated project for initiatives. And then you can create initiatives in that projects not necessarily break them down when you create them, you can do that later on when things become more concrete around your plan.

comments: author: Gary Israel
body: Thanks Tarun


Tags: advanced-roadmaps
how do i create an initiative in my project?
Asked by gautamdogra:

I'm new to Jira Portfolio, and am looking for a way to begin incorporating an "Initiative" above Epic/Story/Sub-task.

However, I don't see an option for me to create anything higher in the hierarchy, than an Epic.

Is this due to my access-level to the project? I'm currently admin on one of the projects that I'm interested in creating initiative's for.

thanks,

gautam


Answers:
author: Brendan Brow
body: Does JIRA support any higher level issue types above Epic? I'm curious to know the answer to this as well.


Tags: advanced-roadmaps
Set up view to connect themes -> initiatives -> epics -> stories
Asked by Tricia Maia:

I'm looking to set up a template or view that will connect themes -\> initiatives -\> epics -\> stories across multiple product areas. The idea would be to allow individual pods of sub-products or feature areas to continue managing their SCRUM backlogs but in a way that can latter up their work to higher level initiatives and themes across all our team's product areas. This would be used for group clarity on what everyone is working on as well as for executive and broader organization reporting.

What's the best way to do this?


Answers:
author: Gabriele Franck
body: Hi, Tricia

Those product areas have different projects in your Jira?

If so, Portfolio allows you to select more than one project per plan. You can use all those projects as **Issue Source** of your plan.

The only thing that you need to pay attention is that you can only load 5000 issues per plan, otherwise you'll see an error message and your plan won't load.

Let me know if this helps!

Gabi


Tags: advanced-roadmaps
Is core Jira limited to showing one Portfolio Team value?
Asked by Brian Crane:

Hello: We have issues at Portfolio level that are tied to multiple teams, but only one of the teams are showing at the Jira level. Is this expected behavior? Thanks


Answers:
author: Gabriele Franck
body: Hi, Brian

I did some tests in my instance, and the only teams I can see as suggestion values for the Team field in Jira are the ones that I've created in the **Shared Teams** in Portfolio.

For plan-specific teams, I can't find them in Jira, I only see a **Plan-specific team** value in Team field.

So, in case this missing team is a Plan-specific team, indeed, this is expected behavior.

Let me know if this clarifies!

Gabi


Tags: advanced-roadmaps
Freeze Scope
Asked by Phil:

Hi,

my plan is based on several Jira boards. From these boards I am interested in scheduling some issues (issue 1, 2, 3) of a release (release A) in Portfolio for Jira.

When new issues (issue 4 and 5) are added to a release (which is included as an issue source), I don't want these issues to show up in the scope. Is it possible to freeze the scope, so that no issues are pulled, no matter what?

Thanks and regards,

Phil


Answers:
author: Phil
body: Hi Scott,

thanks for the answer.

I like your suggestion and am pretty sure that this would work. Unfortunately we are not allowed to introduce new custom fields in our project.

Based on your idea I searched for (and found) an existing field that helped me to set a filter that excludes the redundant issues.

Thanks and regards,

Phil

comments: author: Scott Theus
body: Great, I'm glad I was able to help! Could you mark the answer as "accepted" so others can find it more easily?

-Scott


author: Scott Theus
body: (Thanks!)


author: Scott Theus
body: Hi Phil,

I'm new to Portfolio, so this may not be the best way to accomplish this, but here's my suggestion anyway....

* Add a custom field as a yes/no check box to your issue view called "Freeze Program Scope."
* When you are ready to freeze the scope of the project do a bulk update of all the issues in the project to change the check box to "Yes."
* Copy the filters you currently use for the boards and add a clause for "Freeze Scope = Yes"
* Use the new filter for your Program.
* Lock down or hide the "Freeze Scope field so only an admin can update it.

This should keep your Program limited to the initial scope of the projects while allowing new issues to be added to a project.

One caveat though...Like I said, I'm new to Portfolio, so i don't know if adding issues that are not part of the frozen scope would have an unintended consequence to the program. I can think of a scenario where a bug or sub task is added to the project that causes an issue from the scope to be delayed or moved to a later sprint, which could impact your program's timeline.

If you try this make sure you test it out...and post the results here. If it works, please mark the answer as "accepted" so others can find it.

Hope this helps,

-Scott


Tags: advanced-roadmaps
How is the Scheduled date is calculated in JIRA?
Asked by ????? ????????:

How is the Scheduled date is calculated in JIRA?

Followed by instruction : How is the Scheduled date is calculated in JIRA?

<https://confluence.atlassian.com/jiraportfoliocloud/scheduling-behavior-828785428.html?_ga=2.106333827.1660823954.1549267096-1338601677.1520409326>

this is not clear of the way of calculating this date.

Do you have this info in details?

Thank you


Answers:
author: Earl McCutcheon
body: Hello,

The Schedule is going to take into consideration all the factors that are listed in the Document that you listed. I.E. if an issues estimate fits within the available capacity and skills, or if a statically assigned date is set by adding an issue to a sprint, or how many people can work in parallel on a story.

There is currently not a detailed description of the factors affecting an Issue on The cloud platform, we are tracking the release at this feature request:

* <https://jira.atlassian.com/browse/JPOCLOUD-1806>

We currently have a partially released Beta, for the new Scheduling factor functionality on the server platform and the full release of the feature server side is being tracked on this companion Request to the cloud request above, but gives a preview of the functionality that is being worked on in the comment by Rhys Christian towards the bottom of the comment section:

* <https://jira.atlassian.com/browse/JPOSERVER-1806>

I would also recommend checking out the Webinar at the following Link that goes into more detail on the scheduling behavior as well:

* <https://www.atlassian.com/webinars/software/making-portfolio-for-jira-work-for-your-team>

Regards,  
Earl


Tags: advanced-roadmaps

schedule
How to export project from jira?
Asked by Khine Theint Theint Zin:

I found guide line but couldn't found add-on Administering in my next-gen project


Answers:
author: Bastian Stehmann
body: Hi [@Khine Theint Theint Zin](/t5/user/viewprofilepage/user-id/2385434),

I think it is not possible to export next-gen projects at the moment.

comments: author: Khine Theint Theint Zin
body: Oh God so sad


Tags: advanced-roadmaps
Portfolio --> Plan - Issue status and Plan start date questions
Asked by Harin Kumar Dave:

Hi,

I have 2 questions with Portfolio --\> Plan that I created:

1. I don't see the Issues that are closed under the Scope. For the Progress bar to show done v/s open status, wanted to add all the Issues even with Closed/Completed status. Can I manage what Issue status should be included when I create plan? I know i did not filter out the Issues that are closed.

2. How can I create a Plan with the Start date in the past?

Regards,

Harin


Answers:
author: Demelza Green
body: Hi Harin,

Are you using the new Portfolio Planning Experience, or the standard Live Plans on the existing version? If it is the latter:

* There are 2 filters available for Closed items. In the filter bar, select More to the right of the search field and there are 2 options to select:
  1. Completed - This will filter to show you your completed issues from a specific time frame
  2. Statuses - This will show you all the statuses of issues within your plan - you can include/exclude statuses of items to display in your plan
* If you are looking for items that were already Closed at the time of creating the plan, I believe Portfolio will not pull these in. You would need to change the status of these items back to an Open or In Progress status, create or update the scope in your plan, then re-close the items to appear.
* You can alter the dates in the filter to show you past dates, but you cannot use Portfolio's scheduling algorithm to factor in past dates. This is why this is called a "Live Plan". You could however use Target Start \& End Dates against issues in the hierarchy and set these to past dates. You would also need to update your settings in *Configure \>* *Unestimated item scheduling \> Custom* and then select these date fields in order for these to appear within the timeline.

Hope this helps.


Tags: advanced-roadmaps

plan
Team Scheduling / Traffic Management
Asked by Nicole Vrede:

Hi There

Has anyone figured out how to do team member scheduling through JIRA - as in you can plan their day / week with all their tasks already in JIRA?


Answers:
author: Jules
body: HI there, Yes I am super keen to find a solution to this problem too. We use Jira to resource our internal creative team and having the ability to schedule their days/weeks ahead from within Jira (or add-on app) would be awesome. This original post was some time ago, has anyone come across anything in the meantime? I need mine to work on Jira Cloud.

Thanks


Tags: advanced-roadmaps
How to give a JQL subquery inside ParentIssuesOf or ChildIssuesOf
Asked by Filipe Nascimento:

Hi,

I am trying to run a JQL query for Portfolio where I need to see all child issues of a Campaign for which the user story contains a Label = 'ABC'. That means that I would like to add a filder to the childIssuesOf so that when we reach the user story level, if that user story contains a Label = 'ABC' then return the user story and all its parents.

I've tried to do a composed query with childIssuesOf and ParentIssuesOf but they don't accept a query as an argument. I'd like to do something like:

key in ParentIssuesOf(key in childIssuesOf("JIRA-123") AND labels = 'ABC')

the problem is that ParentIssuesOf only accepts an Issue or a List of issues and it doesn't seem to accept a query as an argument.

So how can we pass a JQL subquery to ParentIssuesOf or ChildIssuesOf?

thank you!


Answers:
author: Earl McCutcheon
body: Hi Felipe,

Natively you won't be able to nest this value as covered in these feature requests:

* <https://jira.atlassian.com/browse/JRASERVER-21936>
* <https://jira.atlassian.com/browse/JPOSERVER-1883>

You will want to look into the scripted JQL functions of ScriptRunner ["portfolioParentsOf()"](https://scriptrunner.adaptavist.com/latest/jira/jql-functions.html#_portfolioparentsof)and ["portfolioChildrenOf()"](https://scriptrunner.adaptavist.com/latest/jira/jql-functions.html#_portfoliochildrenof) to pass in a subquery for the search.

The last comment of the JPO feature request gives a really good example on the full query string combinations to use via ScriptRunner

Regards,  
Earl

comments: author: Filipe Nascimento
body: Thank you Earl. I managed to achieve it with ScriptRunner. Thank you.


author: Sneha
body: How did you achieve this with ScriptRunner please? Do you mind sharing the queries? Also, is ScriptRunner a plugin to be added?

In the example given JPO features -

We can achieve this using **four** filters in Scriptrunner's JQL functions, but it'd be great if Portfolio's JQL could handle it in **one**.

###### JQL Via Scriptrunner {#toc-hId-72511327}

**Filter 1** (Get Epics linked to parent Initiatives) - issueFunction in portfolioChildrenOf("**project = ABC**")

**Filter 2** (Get Stories linked to those Epics) - issueFunction in linkedIssuesOfAll ("**Filter 1**")

How do you assign "Filter 1" to a query?

--------

this is what I am trying to do ..

This is my list of all Initiatives, which returns a list of 17 initiatives :  
"Value Stream" = "name_of_vs" AND "IOP Baseline" in ("FY21 IOP Baseline")

I then want to find all epics \& stories linked to ALL the initiatives.

Help please :)


author: Kannan Sundaram
body: issueFunction in issuesInEpics("project = "XXX" AND Issuetype = "EPIC" AND issuekey in portfolioChildIssuesOf("XXXX-XXX")") **OR**

issuekey in portfolioChildIssuesOf(XXXX-XX) AND issuetype not in (EPIC, Sub-task) AND status != cancelled ORDER BY Rank **OR**

issuekey in portfolioChildIssuesOf("XXXX-XX")


author: Zhao, Frank
body: issueFunction in portfolioChildrenOf() is not supported in Jira cloud, any suggestions for alternative queries?


Tags: advanced-roadmaps
Cross Project Release is not showing in JIRA project
Asked by Peter Ogilvie:

I have created a cross-product release (CPR) including all of my 6 JIRA projects. The release is showing in Protfolio, but does not show as a release in *any*of the individual projects in JIRA.

Why not?


Answers:
author: Gabriele Franck
body: Hi, Peter

For any modification you do directly in Portfolio, you need to first commit this action and then it will show up in Jira as well.

Did you commit your changes after creating this cross project release?

Gabi

Atlassian Team

comments: author: Peter Ogilvie
body: Sorry, Yes I did finally find the list of uncommitted changes waiting for me at the top of Portfolio. Thank you.


author: Gabriele Franck
body: YAY! You're more than welcome, Peter :D

Feel free to make this my answer accepted for your question. This will help other customers with the same question finding the solution.


Tags: advanced-roadmaps
Capacity report in Portfolio
Asked by Srikanth Tummala:

In Capacity Report please help me on the calculation logic / formula behind the calculated values shown in below image,

![Capacity.PNG](/t5/image/serverpage/image-id/44022i2867CF535A0BE948/image-size/large?v=v2&px=999 "Capacity.PNG")


Answers:
author: Earl McCutcheon
body: Hello Srikanth,

Check out this previous post on the topic that sums up the behavior:

* <https://community.atlassian.com/t5/Jira-questions/Is-there-a-set-of-formula-of-how-portfolio-calculates-capacity/qaq-p/829309>

Regards,  
Earl


Tags: advanced-roadmaps