youngmon/atlassian-qna huggingface dataset:
Don't find Portfolio for Jira
Asked by Almatrodi:

Dear Sir/Madam,

I tried many times searching for Portfolio for Jira in the marketplace inside Adds-On, but I was unable to find it at all!.

Please help me.

Regards

Abdurahman Almatrodi


Answers:
author: Thomas
body: Hi [@Almatrodi](/t5/user/viewprofilepage/user-id/707526),

Portfolio for Jira Server is currently not compatible with Jira 7.10, a new version of Portfolio will be released in the following days adding that compatibility. Sorry for the inconvenience!

Cheers,

Thomas

comments: author: Almatrodi
body: [@Thomas](/t5/user/viewprofilepage/user-id/58170)

Thanks for clarifying. Is it possible to work with current version and update it when new version is ready?


author: Thomas
body: Downloading from the Marketplace and Installing manually the current version of Portfolio on Jira 7.10 is currently unsupported, it might work but could result in some error or unexpected behavior.

So while it is not impossible, I can not in good conscience recommend it and would instead advise waiting a few days for a new version of Portfolio to be released.

Cheers,

Thomas


author: Almatrodi
body: [@Moses Thomas](/t5/user/viewprofilepage/user-id/209139)

I tried this. Unfortunately, I got a message about not compatible.

Btw, I am using my own server.

Thanks for your reply.

comments: author: Moses Thomas
body: [@Almatrodi](/t5/user/viewprofilepage/user-id/707526)which version of Jira do you use, please see image, when you go to the link which i have sent, download and install the right version supported for your Jira instance.

![Selection_014.png](https://community.atlassian.com/t5/image/serverpage/image-id/24758i0CA9724C996A5AFA/image-dimensions/428x115?v=v2 "Selection_014.png")

Best


author: Almatrodi
body: [@Moses Thomas](/t5/user/viewprofilepage/user-id/1138700)

I've downloaded version 2.13.3 for my Jira server 7.10.1. Still getting message in red **IMCOMPITABLE**!

Don't find version for my version.


author: Moses Thomas
body: [@Almatrodi](/t5/user/viewprofilepage/user-id/707526)here check this [https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira?hosting=cloud\&tab=overview](https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira?hosting=cloud&tab=overview)

best!


Tags: advanced-roadmaps
Missing Manage Shared Teams Option
Asked by Ebony Burroughs:

I have confirmed that I am a project administrator however I still do not see the Manage Shared Teams option. Not sure what is missing.


Answers:
author: Earl McCutcheon
body: Hey There,

It sound s like you are missing the **Shared team management** permission as covered in [Permissions in Portfolio for Jira](https://confluence.atlassian.com/jiraportfolioserver/permissions-in-portfolio-for-jira-934719058.html)


Tags: advanced-roadmaps
Filter Child Issues in Initiative
Asked by Mao Lee:

Does anyone know if there is a filter (query) to filter all child issues within a Initiative and then be able to pull it to Portfolio? I would like to see the Initiatives in Portfolio along with their child issues. I haven't been able to get this to work. Thank you!


Answers:
author: Shannon S
body: Hi Mao,

Are you on Server?

This is possible via the instructions from Roi's comment on this thread:

* [JQL query to find child issues of Initiative](https://community.atlassian.com/t5/Jira-questions/JQL-query-to-find-child-issues-of-Initiative/qaq-p/461409)

If you're using Cloud, then it's not possible natively but you may be able to do so via Scriptrunner.

Regards,

Shannon


Tags: advanced-roadmaps

atlassian-marketplace
Use of Epic "Story points"?
Asked by AMIT GULATI:

In JIRA Portfolio, it allows you to put the story points for epic as well. However, for scheduling it only picks up the story points of stories within that epic.

Is that the right understanding?

If so, what role does the epic estimate play in deciding the timelines?


Answers:
author: Shannon S
body: Hi Amit,

The estimate on the Epic's story points do matter, and help with scheduling. However if you're at Story Level only, you won't see a difference.

Can you confirm what situation you're seeing exactly and what version of Portfolio you're using?

Regards,

Shannon


Tags: advanced-roadmaps

jira
Reinstall after maintenance expires?
Asked by Stacie Marlin:

If my maintenance expired and I did not renew, can I reinstall the application? (In this case I am referring to Portfolio) I would not want to install the latest version (as I may not be entitled to that version since my maintenance is expired) but the LAST version I was licensed for.

If I can install - where would I find the files for previous versions?


Answers:
author: Mirek
body: Not sure how you want to reinstall but it should not be a problem. Licenses are perpetual. If you do not buy a renew you cannot get support and updated but you should be able to use all versions of the software that was released when your maintenance was active. You can check release date of each version and see which you can use (and even upgrade). Older versions can be downloaded also from Marketplace from Versions section (direct link below)

<https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira/version-history>

comments: author: Stacie Marlin
body: Thanks!!!


Tags: advanced-roadmaps

atlassian-support

expiration

maintenance
Warning : Overall Priority Changes when you filter by Team
Asked by amine benali:

Hello,

I noticed this, go to your overall Backlog check the priority of the Initiatives (for example), filter on a Team then check the priority again, Portfolio changes the priority of certain items, I don't know why ?

has anyone faced the same issue ?


Answers:
author: Xenia Parker
body: [@amine benali](/t5/user/viewprofilepage/user-id/1180477)hi Amine, did you get an answer to this question? You seem to be having a lot of the issues that we are having in our set up. Do you think we could connect via email? I am looking for someone who could help us in our early JIRA Portfolio set up.


author: amine benali
body: [@Shannon S](/t5/user/viewprofilepage/user-id/510046)

When I rank my backlog at INITIATIVE LEVEL. (1.2.3.4...) I was expecting that the child epics would have the same ranking.

What I NOTICED is the ranking of epics does not reflect the ranking of the parents initiatives.

it's really breaking my nerves trying to understand why ? because the schedule behind does not reflect the ranking of the Initatives and gives some random dates based on I don't know which logic.

Can you please clarify ? is this a BUG ? or work as design ?

comments: author: Shannon S
body: Amine,

Unfortunately we're not able to replicate the same behavior you're experiencing, so I'd like to create a support ticket for you.

Can you confirm your Portfolio version so I can go ahead and do that?

Thank you,

Shannon


author: amine benali
body: [@Shannon S](/t5/user/viewprofilepage/user-id/510046)Shanon,

We are using portfolio, 2.13.3....

we still notice when hit calculate (no filters are applied) the ranking of the Epics change !!!!

it's just not understandable...

Thank you for your support.


author: Shannon S
body: Amine,

Thank you for verifying. I've created that support ticket so we can look into the issue for you.

Once the solution is discovered feel free to reply here with what it was so it can assist other users.

Regards,

Shannon


author: Shannon S
body: Hi Amine,

The ranking depends on the issues within the initiative, so if some are being left out after you filter it, it will re-prioritize items.

Have a look on this thread here for an explanation of the ranking:

* [Solved: How does JIRA backlog order and portfolio rank influence each other?](https://community.atlassian.com/t5/Jira-Software-questions/How-does-JIRA-backlog-order-and-portfolio-rank-influence-each/qaq-p/705253)

Can you have a look through there and let us know if you still have any question about how the prioritization changed?

Regards,

Shannon

comments: author: amine benali
body: Thank you


Tags: advanced-roadmaps
is it best practice to assign a story to an epic when using Portfolio
Asked by Ian Rutgers:

in building a portfolio plan many of my stories are assigned to epics, but some are not. is it a best practice to assign all stories to epics for effective scheduling in JIRA Portfolio?


Answers:
author: Nicolas Rimmer
body: Hi,

We have found that if you don't make every story part of an epic people have got confused when using the Epic / Story filter in Portfolio. In the case where there are stories that are not part of Epics selecting the Epic filter gives a smaller result then when selecting Stories are as less is included. For now we are making every Story part of an Epic for this reason..... we tend to have a "Long Range" epic for this. We also do not enforce this rule on releases in the medium to long term.

I share the concerns raised about the proliferation of Epics.

Nick

comments: author: Ian Rutgers
body: Thank you for your thoughts. Your answer echoes my challenges. Not every story needs to be part of an epic (else you subvert what an epic really is) and if I wasn't using Jira Portfolio, I wouldn't even think about it. As I am being asked to employ Portfolio for planning purposes, I can see that the timeline getting cluttered with both epics and stories?


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

I don't believe that creating Epics for every Story is a best practice.

It will pollute your Jira and your Portfolio Plans and Programs.

Hope this helps!

Cristiano

comments: author: Ian Rutgers
body: I hear what you're saying, thank you ?


Tags: advanced-roadmaps
Portfolio Epic and Task Issue
Asked by Mao Lee:

I would like to know why some tasks for an Epic does not show up in Portfolio. For example, in the attached screen shot #70 Epic AP-81, there are many more tasks under the epic but they don't show up, only one AP-476 show up. Why is that? How do I get all the tasks for the Epic to show up in Portfolio underneath the Epic? If someone can help.

And also, how does the Release setup, it stated that it is map to the fix versions within a task but how do I update that fix versions field? Currently, it is default to an incorrect release in Portfolio. Thank you.![Potfolio.jpg](/t5/image/serverpage/image-id/24546i01097D6D0EDA1AA5/image-size/large?v=v2&px=999 "Potfolio.jpg")Thank you.


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

We had this problem when some Stories were assigned to a release and we did not include the release in the Plan.

You can change the Release in this column that you see in the screen. But today you cannot change it to blank if you need. In this case you would have to create a "fake" release to assign it.

Hope this helps!

Cristiano

comments: author: Mao Lee
body: Thank you!


Tags: advanced-roadmaps
Jira Portfolio > Permissions > How to give access ONLY to one plan?
Asked by Daniel Benkenstein:

Hey there, we used Jira and Portfolio only for our company and everything was fine. Now we start a new project with an new client. We want to let him into our JIRA System. He should see only **one** project. With the Jira project permissions no problem, ++but++ **how to hide all portfolio plans** from him **expect** of the **one plan** which is interesting for him?

Even if he doesn't see any issues in the other plans he shouldn't see the names of the list: https://**yourcompany**.atlassian.net/secure/PortfolioPlanManage.jspa

How to achieve this goal?


Answers:
author: Earl McCutcheon
body: Hello Daniel,

Check out the Portfolio permissions Documentation below for a reference point:

- <https://confluence.atlassian.com/jiraportfolioserver/permissions-in-portfolio-for-jira-934719058.html>

To see portfolio plans the users needs global Portfolio view permissions or Edit permissions if you want them to also make changes in the plan.

Then, by default if no plan level permissions are set then All Users with the global Portfolio permission can see the plan.

So, to isolate the plans available to a user you will want to grant them the global Portfolio Permissions, then set Plan level permissions for every plan so that the user is a member of the one plan that they need access to and excluded from the rest.

Regards,

Earl


Tags: advanced-roadmaps
Delete plan from Portfolio never ends and it's impossible to know why?
Asked by lbarja:

When I try to delete a plan from Portfolio the app shows a message confirming but never ends and it's impossible to know why?

How Can I see the problem?

I've tried deleting first all issues from plan, deleting also teams,etc


Answers:
author: Patryk Chowaniec
body: I just managed to resolved this after struggling for few days - hope this one is sill up to date, nonetheless:

1. Navigate to Plan you are willing to delete
2. Mark all EPICs/TASKS etc.
3. Click on 'Exclude from Plan'
4. Refresh Page -\> Commit Change up top (orange notification)
5. Once commit is done - Navigate to Triple Dots (...) and delete plan
6. Voila

\~Patryk


author: Jonas_Ulrich
body: Did you ever resolve this, [@lbarja](/t5/user/viewprofilepage/user-id/1425687)?


author: Earl McCutcheon
body: Hey there Lorenzo,

Clicking Delete should just delete the plan, something else is going on here and your going to need to do some troubleshooting.

I'd recommend starting out, by tailing the log output of the atlassian-jira.log to see if there are any explicit errors triggered in the backend while you are attempting to delete the plan to help narrow this down.

Next check at the Browser level just to rule out anything like browser caching or local configurations that might be causing a conflict, check out this [Browser Troubleshooting Guide](https://confluence.atlassian.com/kb/browser-troubleshooting-guide-330796533.html) for what to look for.

If you find any explicit errors or the browser troubleshooting guide does not yield any results Create a support request at <https://support.atlassian.com> including a [Support Zip](https://confluence.atlassian.com/support/create-a-support-zip-790796819.html) and [a HAR File while reproducing the error](https://confluence.atlassian.com/kb/generating-har-files-and-analyzing-web-requests-720420612.html) so we can take a closer look at this for you

-Earl


Tags: advanced-roadmaps
Portfolio target schedule view based on a custom field value
Asked by Juan du Toit:

Hi,

I want to show the target schedule view in Portfolio based on a custom field value.

Is this functionality available? If not, any plans to have this in a future release?

JIRA v7.8

Portfolio v2.13.1

Kind regards,

Juan


Answers:
author: Shannon S
body: Hello Juan,

This is a new feature in Portfolio! Have a look here:

* [Scheduling unestimated items \> Custom](https://confluence.atlassian.com/jiraportfolioserver/scheduling-unestimated-items-943544098.html#Schedulingunestimateditems-custom)

Let us know if you have any trouble or questions.

Regards,

Shannon


Tags: advanced-roadmaps

jira-server
Is Jira Portfolio Plan API available and documented?
Asked by Ivan Markovic:

Browsing javadocs for rest api, I saw interfaces entries ([LINK](https://docs.atlassian.com/portfolio-for-jira-server/javadoc/2.13.0/?_ga=2.163687679.1389260355.1528807776-1713275824.1528206137)) about plans and related stuff. I am intersted in using some of these, but I cannot find any documentation about usage...   

Is there any available? And is this usable at all?  

Thanks in advance!  

Iske


Answers:
author: Earl McCutcheon
body: Hello Ivan,

An Announcement on the Jira Portfolio API, was made via the following Blog Post, which also contains links to the documentation on the available API's:

- <https://developer.atlassian.com/blog/2018/04/portfolio-for-jira-api-announcement/>

Regards,

Earl


Tags: advanced-roadmaps
Regarding Progress Bar of a plan using portfolio
Asked by Aarthi V:

we realized that the progress bar is turning green in 2 cases:

1. When the tickets are resolved (seems right)

2. When the original estimate matches the actual estimate hours ( this seems wrong) because the devs may take more time than the original estimate and that doesn't mean the ticket is resolved.

<br />

Is there a way to configure this to show progress only when # 1 happens and not # 2?

Thanks.


Answers:
author: Kirubel Tesfaye
body: Hey [@Aarthi V](/t5/user/viewprofilepage/user-id/1152243),

have you tried setting the remaining effort estimate, because if no remaining effort is set, the original estimate is considered. For more info, check out the documentation link below and take a look at Time based progress trracking.

<https://confluence.atlassian.com/jiraportfolioserver/tracking-progress-and-status-814212695.html>

hope this helps!


Tags: advanced-roadmaps
Getting "This issue's assignee is ignored because they aren't part of the plan" incorrectly
Asked by Kirk Marple:

I'm getting this warning on an issue, but I've triple-checked the currently assigned team member is in the plan and he actually has other issues assigned to him within the same team. Nothing seems different between this issue and others without the warning.

Is there any way to debug Portfolio's errors/warnings, and understand what it's "thinking" is causing the error/warning?


Answers:
author: Jo?o Nunes
body: Hi, Kirk! How are you!

I believe we will any a further investigation on this case so I've opened a ticket for you with our [support team](https://support.atlassian.com). Please access your email account in order to check the ticket URL.

When we find the root cause of that behavior, I'll post it here.

Kind regards,  
JO?O NUNES  
Jira Support Team

comments: author: Piotr Zolnierek
body: I get the same issue ... have actually no team members defined.


author: Ryan Knapp
body: Is there a resolution to this? This suddenly started happening yesterday for us


author: Georgii Lumpov
body: Can this be because of the config parameter Config ? Scheduling ? Issue assignee import level ?

I had this issue but once I put it to Sub-Task it all gone.


Tags: advanced-roadmaps
Why cannot I delete guests?
Asked by tigersoul925:

Approaching the 10 limit, I try deleting guests that are no longer working for us on the board, but while I can click the remove or delete button, nothing really happens, they either just stay in the list, or go away just to re-emerge again right away. What can I do?


Answers:
author: Nikola Perisic
body: Hello [@tigersoul925](/t5/user/viewprofilepage/user-id/1978191)

Sounds like a bug to me. What happens when you use incognito mode? What happens when you try to mention those deleted guests?

comments: author: tigersoul925
body: I finally got rid of them when I went into our main account and deleted them their. But why is there a remove button for others with the rights to manage members, when it doesn't work? Weird.


author: Nikola Perisic
body: Glad that you sort it out.
Although we've closed our account, we still receive invoices
Asked by Gert Korf _ Systemation:

Hi,

After closing our Trello account in February, it was deactivated and removed. Yet, we still received an invoice for the next month. We need to know our status and more important, how to end the invoicing.

Please support with this.

Gert


Answers:
author: Nikola Perisic
body: Hello [@Gert Korf _ Systemation](/t5/user/viewprofilepage/user-id/5455047)

Today, another user reported this problem. I'd suggest to see this with the support especially when it comes to billing: <https://trello.com/contact#/>
??? ??????? ???,????? ?????? ????????????? ??? ??????? ??????
Asked by bzholdoshbekova06_gmail_com:

?????? ????. ????? ?? ?????? ????????????? ???????/???????????? ??????

??? ?????,????? ????????????? ?????? ??? ????????? ??? ????????.


Answers:
author: Ste Wright
body: Hi [@bzholdoshbekova06_gmail_com](/t5/user/viewprofilepage/user-id/5457181)

This is possible, but only for Enterprise plans.

See - [https://trello.com/guide/enterprise/manage-permissions#access-workspace-\&-board-permissions](https://trello.com/guide/enterprise/manage-permissions#access-workspace-&-board-permissions)

Ste

---

And in Russian (according to Google Translate)...

??? ????????, ?? ?????? ??? ?????? Enterprise.

??. [https://trello.com/guide/enterprise/manage-permissions#access-workspace-\&-board-permissions](https://trello.com/guide/enterprise/manage-permissions#access-workspace-&-board-permissions).
??? ?? ? ????? ??
Asked by ???:

1?? ??? ?? ? ???? ???? ????.

????? ??? ????? ??????.


Answers:
author: Ste Wright
body: Hi [@???](/t5/user/viewprofilepage/user-id/5457184)

A few simple checks first (if this is still an issue) - have you tried...

* Different browser(s)?
* Incognito mode?
* Different device(s)?

...just in case this is something like a browser extension causing the issue.

Ste

---

And in Korean (according to Google Translate)...

?? ? ?? ??? ?? ??(??? ??? ?? ??) - ??? ?????

* ?? ????(?)?
* ??? ???
* ?? ??? ?????

...? ??? ???? ???? ?? ????? ?? ??? ???????.

comments: author: ???
body: Hi thanks to an answer.

in my cellphone, computer i can't upload photo.

Message : error uploading file


author: Ste Wright
body: Hi [@???](/t5/user/viewprofilepage/user-id/5457184)

Have you tried updating the Trello app and/or reinstalling it?

Ste
Dashcard PowerUp Data Populating issue
Asked by Henrietta Duckworth:

HI   

I'm a relatively new Trello user.  

I'm trying to set up a Master Board using Dashcard - to be able to track all project status on one board.  

The cards are not auto-populating.  
I can manually activate the cards by selecting the card, in the Dashcard section selecting Explore \& Edit, then Edit Filter. Then the card populates with all task details and the number of tasks summarises on the cover.   

I hope the screenshots shared illustrate this journey.  

Please can you advise how to fix the automation.  

with thanks,   

Henrietta

[Screenshots from Henrietta Duckworth Trello - Dashcard](https://www.dropbox.com/scl/fo/i13j4ft0qiw1xmv4xq1om/h?rlkey=qavik26x5ehq5l20npjf25kie&dl=0)


Answers:
author: Dreamsuite Mike
body: Hi [@Henrietta Duckworth](/t5/user/viewprofilepage/user-id/5456831)

You have set that the dashcard to show cards that are only in the same list as the dashcard...

![N0E3U5bB.png](https://community.atlassian.com/t5/image/serverpage/image-id/313252iD555F4331CE432A8/image-size/large?v=v2&px=999 "N0E3U5bB.png")

To fix, edit that filter and select the list(s) that you want the dashcard to be counting.

comments: author: Henrietta Duckworth
body: Thank you so much - fixed!

Really appreciate you helping out a 'newbie' Trello user.

Have a good day.

H x


author: Dreamsuite Mike
body: No problem, if you are happy that it is fixed, please click the **Accept Answer**button above, that helps us focus on only unsolved questions.

Thanks,

Mike
Change of Account and take over Boards
Asked by gwf Design:

```
Hi, I have been working with my client for a long time on my Trello account with multiple boards. Now we want to upgrade to Premium.Can my customer create a premium account and take over the boards?How would that work?
```


Answers:
author: Ste Wright
body: Hi [@gwf Design](/t5/user/viewprofilepage/user-id/5457062)

Your client could just upgrade the existing Workspace - is that an option?

If not, they could...

* Create a new Workspace
* Upgrade it
* Move relevant Boards to the new Workspace - <https://support.atlassian.com/trello/docs/moving-a-board-to-a-different-workspace/>

Ste
how to start to use Trello?
Asked by Availink:

If an internal project needs to use Trello to collaborate with the egineers, how should it start? buy a service from Atlanssian?

How to ensure information security for a company to use Trello?


Answers:
author: Dreamsuite Mike
body: Hi [@Availink](/t5/user/viewprofilepage/user-id/5456983)

You can purchase Trello by going to <https://trello.com/home> and signing up. Once signed up, you will be on the free version, you will be offered a free premium trial or you can go straight to the billing section and upgrade to Trello Standard or Premium

<https://trello.com/pricing>

<https://trello.com/guide>

Regarding data security, please check this out...

<https://trello.com/trust>