youngmon/atlassian-qna huggingface dataset:
What is the number in parentheses in the timeline Story grouping by team
Asked by Joel Feldman:

In Portfolio, in the timeline, if you select group by team, after the team name there is a number in parentheses. For instance in the attachment what is "(49)"? What is that? ![number in parentheses.jpg](/t5/image/serverpage/image-id/9885i018F1AB837287BB7/image-size/large?v=v2&px=999 "number in parentheses.jpg")


Answers:
author: Cristiano Mariano
body: Hi Joel!

It looks to me this is the number of issues in which this team will work.

In your example, this team will work in 49 stories.

Thanks,

Cristiano

comments: author: Joel Feldman
body: Hi Cristiano,

Thanks! Looks like you are right. It seems to be a total of all issues whether they are estimated or not. Since the timeline shows only estimated issues beyond the current sprint, it will typically show fewer issue


Tags: advanced-roadmaps
How to add a hierarchy level between Epic and Story in Jira Portfolio?
Asked by Vanessa Cheng:

I want to create the following hierarchy:

Initiative -\> Epic -\> Feature -\> Story -\> Task

However I can't seem to slot in a custom 'Feature' level between Epic and Story. Can you please advise if this can be done and if so, how?


Answers:
author: Cristiano Mariano
body: Hi Vanessa!

As far as I know, it is only possible to create new levels above the Epic level. The "Epic -\> Story -\> Sub-task" hierarchy cannot be changed.

Thanks,

Cristiano

comments: author: Danny Brill
body: That's really unfortunate! We've got multiple divisions in my organization who would benefit from the hierarchy suggested by Vanessa. It's a bummer when tools are only partially customizable.

Is there something on the product roadmap that will allow users to fully customize this hierarchy?


Tags: advanced-roadmaps
Capacity planning and sprint issue in portfolio
Asked by Dominique:

Hoping I can get some help resolving an issue I am having with capacity in portfolio. We have specialists working on projects that can be up to 6 months long. When I create an issue, epic, and feature, I have been inputting all the correct information - estimated time, start date, end date etc. On all levels. I also assign the issue to a sprint.

The problem is that in portfolio, the estimated time does not roll over and spread across future sprints. Which means all of our specialists appear over capacity. Please see image attached, our staff members are working 128 days in 10 day sprints.

Our staff members can be working on up to 3 projects at once, and we have 50 staff members in our faculty. So the resolution to this problem cannot be that we have to create an issue every 10 days for each project.

Is there anyway way for the hours to spread over multiple sprints? Or to resolve this problem?

![jira issue.PNG](/t5/image/serverpage/image-id/9757i9B3E8BD721642BAD/image-size/large?v=v2&px=999 "jira issue.PNG")


Answers:
author: Cristiano Mariano
body: Hi Dominique! How are you doing?

In your case, it seems to me that work in Kanban scheduling would be better than Scrum. The schedule will be based in days, not in sprints.

Hope this helps!

Cristiano

comments: author: Dominique
body: Hi Cristiano, thank you for getting back to me.

Would this view in Kanban with days still appear in the same way as the sprint portfolio? This portfolio would be great for us if it worked as we need it to, because we need to see many staff members at once, how much capacity they have per fortnight, and when they are next available. In the management team, we like that it appears in a linear format.

Would the solution you are suggesting allow for this kind of view?


author: Cristiano Mariano
body: Hi Dominique!

Most views in both modes are basically the same. I would suggest you to change your team to work in Kanban mode and, in case you don't get the view you want, just rollback the change. You don?t need to commit to JIRA in order to check whether the reports fit your needs.


author: Dominique
body: Thanks Cristiano, I have passed on your suggestion to my manager - I will let you know if our problem is resolved, and accept your comment as a solution. Thank you again.


Tags: advanced-roadmaps

capacity

plan

schedule

sprint
JQL for Initiatives and child epics in Portfolio
Asked by Elrich Strydom:

I want to write a filter to pull specific Initiatives tagged with a component, with the child epics in those Initiatives, into Portfolio.

How do I do that?

Thanks!


Answers:
author: Gonchik Tsymzhitov
body: Hi!

Time to time I am using jql functions from scriptrunner.

<https://scriptrunner.adaptavist.com/5.1.6/jira/jql-functions.html#_portfolioparentsof>

First idea I have read here: <https://community.atlassian.com/t5/Jira-questions/jql-using-Jira-Portfolio-Themes/qaq-p/426160>

Because before I have set multiple times set issue sources.

Hope it helps.

Cheers,

Gonchik Tsymzhitov


Tags: advanced-roadmaps

developer
Is there a better way to reorder priority in Portfolio?
Asked by Patrick Rogers:

Inside portfolio, we (and everyone else I'm sure) work with a list of 100+ tickets, managing Specs and Priority on a day-to-day basis.

When we create new tickets in Portfolio, they show up at the bottom of this big list. Frequently we'll create groups of 5 or more tickets at the same time and it seems that in order to send these to the very top, we have to drag each one, individually.

This wasn't a big deal until the list got so large that dragging a tickets takes 10 seconds. It's becoming more of a hassle than it's worth.

Please tell me I've just missed something.

Thanks!


Answers:
author: Roi Fine
body: Hey Patrick,

There is another way to create tickets in your Portfolio scope table,

If you hover for 1-2 seconds on the line between 2 issues you will have an option to create issues without the need to go to the bottom of the table.

Check "option 2" in this doc: <https://confluence.atlassian.com/jiraportfoliocloud/creating-and-deleting-issues-828785241.html>

Let me know if that helps,

Cheers,

comments: author: Patrick Rogers
body: Oh, that does help the immediate problem of us making these in Portfolio, thanks!

I assume this means there's not currently a faster way to reorder existing tickets?


author: Roi Fine
body: You assumed correctly, there is a feature suggestion ticket you can follow or comment on here: <https://jira.atlassian.com/browse/JPOSERVER-35?src=confmacro>

And get notified once this feature is available.

Cheers,


Tags: advanced-roadmaps
How to include EPICS with status = 'Code Complete'in Portfolio scope?
Asked by Daljit Singh:

I am trying to include all EPICS for a selected release into Portfolio scope. Epics with code complete status are not showing up in the scope list.


Answers:
author: Roi Fine
body: Hi [@Daljit Singh](/t5/user/viewprofilepage/user-id/1164170), there is a filter under "More" (next to the search box) which you can use and set to "Open \& completed" - the default filter setting is "Only open issues" which is why completed issues don't show up.

Hope this helps!

Cheers, Roi

comments: author: Kristof Notelaers
body: Hey [@Roi Fine](/t5/user/viewprofilepage/user-id/434632) I also have resolved epics (fixed/done) not showing up in portfolio anymore. I have switched the filter as you proposed, but it doesn't make a difference. I understand there might be some logic in not having resolved issues on your planning tool, but a little retrospective wouldn't hurt.

Is there anything else to be done?


author: Roi Fine
body: Hi Kristof, I understand how annoying is not finding a "done" issue in your plan.

I want to clarify that Portfolio for Jira is a forward looking roadmap tool. It doesn't have dedicated views for past reference.

You can express your views and needs in this ticket: <https://jira.atlassian.com/browse/JPOSERVER-1267>

We might prioritize this feature in the future, for now adjusting the "completion date" filter to include completed issues is the best way to go.

Hope that helps,


Tags: advanced-roadmaps
How do I assign items to the "Later" release?
Asked by Russell Stringer:

I have an item in Portfolio that I don't want in any of our currently planned releases. It's well scoped and I want to keep it, but we're just not ready to plan it's kick-off, so want to put it as a "Later" item.

I see "Later" in my list of releases but can't find a way to assign to Later. Any advice on how to do this?

Thanks!


Answers:
author: Maja
body: Hi Russell,

There is no possibility to manually assign issues to the **Later** release.

I can suggest that you create your own Release with a dynamic start date that you can use for issues that can be worked on later.

Let me know how it goes.

Maja

comments: author: Russell Stringer
body: Thanks for your answer Maja, I'm sure that'll work. Any plans to allow the possibility to manually assign issues to the **Later**release going forward? I'm sure it would be useful to many customers!

Thanks again,

Russ


author: Maja
body: You are welcome Russell.

There is an open suggestion ticket, [Allow to assign items to "Later" release](https://jira.atlassian.com/browse/JPOCLOUD-1401) to make this available. You can vote on it and add yourself as a watcher to it to receive further updates on it.

Please also have a look at the \[Implementation of New Features Policy\|<https://confluence.atlassian.com/display/Support/Implementation+of+New+Features+Policy>\].

Regards,

Maja


author: Russell Stringer
body: Done, Done and Done! Thanks again Maja!


Tags: advanced-roadmaps
How do i clone a Portfolio plan
Asked by vivekobili:

HI All,

we recently migrated from self-hosted to cloud, \& now i want to move existing portfolio in self-hosted to cloud.

I think that was a live portfolio plan

Is there a way to do it

Thanks,

-Vivek


Answers:
author: Alexander
body: Dear Vivek,

Currently it's not possible to migrate a Portfolio plan directly from Jira Server to Jira Cloud.

However, if you follow the steps at [Exporting a Report (scope) to CSV](https://confluence.atlassian.com/jiraportfolioserver028/exporting-reports-to-csv-940115374.html), and then re-build your plan from that scope, that is a helpful step that gets you part of the way. The article [Configuring the Scope table](https://confluence.atlassian.com/jiraportfoliocloud/configuring-the-scope-table-828785228.html) can also help you better understand what is part of the scope table.

Hope that helps!

Alexander Beltz

Atlassian Support


Tags: advanced-roadmaps
JIRA Portfolio: Get Epic linked to Initiative to adopt Initiative in Portfolio
Asked by Jamie Schlichter:

JIRA Portfolio: How do I get an Epic that is linked to an Initiative (through Issue Link in Jira) to adopt that Initiative in Portfolio. It appears I have to manually add the Initiative and Theme in Portfolio when the link is already made in Jira.


Answers:
author: Cristiano Mariano
body: Hi Jamie! How are you doing?

Just hit Calculate would do the trick. The Initiative is in your plan Scope, right?

Thanks,

Cristiano


Tags: advanced-roadmaps
Why am I not able to view capacity per person?
Asked by Kristin Longest:

Hello,

I am vetting Portfolio for JIRA and have run into a view issues. The first being that I am not able to view capacity per person.

This should be as simple as selecting the gear cog on the righ-hand side of the screen and selecting person. However, when I do that I receive a message saying "There is no capacity data in the current result set."

This message leads me to believe there is something that I need to configure in order to have this display correctly but my searches have let me empty handed. Can anyone help me out?

I attached a copy of what I see when I select person view versus team capacity view.

![Screen Shot 2017-11-13 at 12.34.08 PM.png](/t5/image/serverpage/image-id/9296iB3398EA743F42C44/image-size/large?v=v2&px=999 "Screen Shot 2017-11-13 at 12.34.08 PM.png")![Screen Shot 2017-11-13 at 12.34.21 PM.png](/t5/image/serverpage/image-id/9295i9E8627D210497F78/image-size/large?v=v2&px=999 "Screen Shot 2017-11-13 at 12.34.21 PM.png")

Thanks,   
Kristin


Answers:
author: Jason Golden
body: Can we see a screenshot of your Team panel with the people expanded? This view suggests your Team is not aligned to the board (which would be weird), your people are not properly aligned to the Data Team Big Board Team, or they do not have defined capacities at the per-resource level (but the capacity is set at the team level).

comments: author: Kristin Longest
body: Hello,

I have since been able to resolve this. I had not assigned each team member a role. Which, let me be clear, setting roles is not intuitive and I do not trust the calculations they are making regarding individual capacity.

I am continuing to dig into the tool for my product teams but the learning curve for portfolio is incredibly steep. The free trial should really be like 3 mo. because that's how long it is taking me as our JIRA company admin to learn it. :(

Thanks,

Kristin


Tags: advanced-roadmaps
Selecting a release in Portfolio still shows stories not assigned to any release
Asked by Alex Paransky:

I created a project in Portfolio, however, when I choose to focus on a specific release by selecting it from the Release drop down, stories which are not in ANY release still show up.

Why do stories not in any release still show up when I choose to focus on a specific release?


Answers:
author: Cameron Eldridge
body: Hi Alex,

Do those stories have estimations applied to them? If so, Portfolio is **calculating** (suggesting) releases they could be completed in. Those stories will have a **light blue** background in the Release column in your plan indicating they are calculated values.

Best,

Cameron


Tags: advanced-roadmaps
Why are my issues not showing on road map?
Asked by Muhammad Marhoon:

I have my portfolio set up with 3 hierarchy levels, the top 2 having multiple issues. I have set target dates and selected calculate multiple times but nothing will show on my roadmap. It had been working last week but for some reason has now stopped.

Any help would be appreciated


Answers:
author: Andy Heinzer
body: Hi Muhammad,

There are a number of possibilities as to why an issue or bunch of issues would not appear on the roadmap in portfolio. To help troubleshoot the most common causes of this we created a FAQ that has some steps you can take to check and see if these issues are being excluded for some reason or another. This is taken from [Portfolio for Jira Support : FAQ : Scope questions and troubleshooting](https://confluence.atlassian.com/jiraportfoliocloud/frequently-asked-questions-834237032.html).
> **The issue "x" doesn't appear in my plan**
>
> Make sure that:
>
> * the fixVersion field is not hidden for that issue type.
> * there are no filters set in the portfolio plan/setup wizard that are excluding it.
> * the issue is has not been resolved otherwise It won't be visible in the import wizard.
> * if you are in plan view, go to **more \> status \> open and completed issues and/or**   
>   **more \> status \> completion data \>.**
>
> <!-- -->
>
> * the issue is not within a release that has been excluded.
> * the issue was not manually excluded in the wizard.

The fact that these appear to have been there once before seems to indicate that one or more of the details above has changed for those issues which in turn could result in them not appearing here.

I hope this helps.

Andy


Tags: advanced-roadmaps
How to add a Capability level between Epic and Initiative?
Asked by Darlene Ciarcia:

We had created the Initiative layer and have been using it without issue. However, now we would like to add a layer between Initiative and Epic called Capability.

It is pretty simple to add the Capability layer in Portfolio, but it breaks the existing hierarchy. We started with:

Initiative

Epic

Story

Now we have added:

Initiative

Capability

Epic

Story

The problem is that we want both Epics and Capabilities to be able to link to parent Initiatives and that doesn't seem to work. So, with a Capability layer inserted between Epic and Initiative, we are forced to only link Epics to Capabilities but we cannot link Epics directly to Initiatives.

If we don't add the Capability layer and instead add Capability to the Initiative Layer then Epics can link to both Initiatives and Capabilities BUT Capabilities cannot have an Initiative as a parent.

Is there a way around this problem?


Answers:
author: Thomas
body: Hi [@Darlene Ciarcia](/t5/user/viewprofilepage/user-id/1162538),

The Portfolio hierarchy is not made for this use case and skipping a level is currently not supported. I would suggest replacing your Initiative level with either Themes (<https://confluence.atlassian.com/jiraportfolioserver/themes-report-816527579.html>), Jira labels or components that would work regardless of the issue hierarchy.

If you want to maintain Initiative as a hierarchy you would currently have to duplicate it as a capability which would work with Portfolio but not well for Jira filtering.

Let me know if that would work for you!

Cheers,

The Portfolio for Jira Team


author: Theresa McFarlane
body: This is not supported in 2021. You need to see Jira Align which is made for SAFe.


Tags: advanced-roadmaps
SEARCHING: Missing jira portfolio report
Asked by David D Bigness Jr:

I saw a presentation on YouTube called

Celebrating Portfolio for JIRA's First Year with Five Learnings by Martin Suntinger. {#toc-hId-1764880093}
----------------------------------------------------------------------------------------------------------

In this presentation, I saw a screen where he has a status report module that allowed a user to enter a RAG assessment with comments. This does not exist in my instance of JIRA. Is this an add on? Where can I find this?

![Screen Shot 2017-11-08 at 10.47.41 AM.png](/t5/image/serverpage/image-id/9042iBDC65676D91425CF/image-size/large?v=v2&px=999 "Screen Shot 2017-11-08 at 10.47.41 AM.png")


Answers:
author: Walter Buggenhout
body: Hi [@David D Bigness Jr](/t5/user/viewprofilepage/user-id/602471),

The screenshot is from an old presentation at Atlassian Summit 2015, which announced the big upcoming change to what is now Portfolio 2.x with live plans.

After the presentation, it has taken many months before the product was released in its current form, with full integration into Jira (which was a huge effort, btw). It is only then that they started extending the reporting capabilities and the above report has indeed not made it into production (yet?).

There is an open suggestion for richer reporting in Portfolio currently. So if you would like to add the suggestion, you could add it to [JPOSERVER-101](https://jira.atlassian.com/browse/JPOSERVER-101).


Tags: advanced-roadmaps
How do I configure so that only one person is assigned to a epic?
Asked by Vincent Huang:

I'm currently planning Epics in Portfolio.

We've estimated an epic to take 15 days

When Portfolio automatically schedules it sets the start / end date to be Nov 8/ Nov 19.

I expected the scheduler to slot 3 weeks of time. Nov 8 -\> Nov 29 (as it doesn't include weekends)

I believe that it's assigning 11 days because it's assignign two people to work on it. How can I set it up so that automatically, only one person is assigned to an epic?


Answers:
author: Thomas
body: Hi [@Vincent Huang](/t5/user/viewprofilepage/user-id/836075),

This is currently not supported, I've created a feature suggestion here: <https://jira.atlassian.com/browse/JPOSERVER-2034>

I'd encourage you to vote and explain your use case on it in the comments!

As a workaround, you would currently have to manually assign the epic to a single team member.

Cheers,

The Portfolio for Jira Team


Tags: advanced-roadmaps
Can't access my Hidynotes
Asked by stephane:

Hi,

For some reason my colleague and I can't access Hidynotes stored in a free Trello account this morning. Everything was working well yesterday.

I"ve created a ticket with Hidynotes but was wondering if this could be related with the admin Rights on Trello. We haven't changed any settings since yesterday!

And help would be appreciated

St?phane


Answers:
author: Michael
body: Hi Stephane, we had a bug come through on our end which we believe we have patched if you have further issues please reach out to admin@hidynotes.com and we will work through it together to get it sorted.   

Apologies about this and thanks for reaching out to the community.

Update\*\*

On further looking it appears Florentine on our team has reached out and fixed the issue with your self.


author: 1st Call Dispatch
body: Are you getting an error message? I was having issues and have the premium version of Trello and the Premium version of Hidynotes. Hidynotes tech support finally got back to me and said they had to do a patch.

I was having an issue with it only working on one board and one card in my workplace. I have 15 boards working that have 15 cards each. I am going to give it another try for the next couple of days to see if their patch fixed the error.
How can I delete a former employee/admin from MY teamspace
Asked by Nadja Amireh:

My former employee is still listed in our workspace. As she is also admin of 2 of our customer boards, I cannot delete her. who can help or has a contact to the trello service team?


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.


Tags: administration

delete
Trello Free??? ????????
Asked by ??:

??????????????????????????????????  
STANDARD????????????????????????  
?????????????????????????  
????????????


Answers:
author: Sal
body: Hi [@??](/t5/user/viewprofilepage/user-id/4696728)! It really depends on which paid features you're looking for. For example, if you only need access to Custom Fields, you can go with the Standard subscription. However, if you want to have access to the Templates feature, Board views, and more, I'd recommend the Premium subscription.

If you still don't know which plan to go with, you can go to this page where we explain all the differences between each one of our available plans: <https://support.atlassian.com/trello/docs/which-trello-plan-is-best-for-me/>
V?r administrat?r har avlidit
Asked by Lena Albinsson:

V?r administrat?r har avlidit s? jag har f?tt skapa en ny tavla. Men beh?ver st?nga ner den gamla tavlan - hur g?r man? Ser att det ?r gamla medarbetare kvar som medlemmar s? det b?sta hade varit att ta bort den helt.


Answers:
author: Sal
body: Hi [@Lena Albinsson](/t5/user/viewprofilepage/user-id/5446882)! I'm so sorry for what happened with your colleague. In this case, if you're the Workspace admin (I'm assuming you're using a free Workspace), you can enable the Premium free trial on your Workspace. This will upgrade it to a paid Workspace, promoting you as the new Workspace admin. As a Workspace admin, you'll be able to claim these boards from your colleague, join them as a board admin, and then decide what you'd like to do with them (either delete or close them).

I hope this helps!
Regarding changing free to paid plan. How to Upgrade our plan.
Asked by Kuramochi:

We have a lot of workspace. Some workspace has more than 10 members. For example,

Workspace A has 30 members, Workspace B has 20 members, Workspace has 15members.

In this case, Workspace A, Workspace B and Works space C have to be upgraded ?

If have to be upgraded, in case of Workspace C all members belong to Workspace A or Workspace B, Whether Workspace C have to be upgraded or not ?


Answers:
author: Kuramochi
body: Self answer Paid plans are per Workspace. It is not tied to a user account.  
For example, even if Workspace A is a paid plan and you are a member of this plan,  
In case of you are a member of another Workspace B, you will be charged when  
you change Workspace B to a paid plan.  
Please comment if my understanding is wrong.