youngmon/atlassian-qna huggingface dataset:
Can we use skills without stages?
Asked by Jeroen Thoelen:

Hi,

In our portfolio plan we configured several skills ( like team lead, developer, architect etc. ), but do we need to configure stages as well for using it properly, or can we use skills without stages?

Thank you!


Answers:
author: JamieGeorgeson
body: Hi Jeroen,

Yes - you are able to use Skills without Stages.

You can break down an estimation for an issue by skill (e.g. 25% architect, 75% development). You can assign Skills to Team Members in a Plan, and Portfolio will schedule issues according to the availability of skills in the team. This can by useful for finding bottlenecks in planning introduced by work items requiring specialised experience.

Stages are more about capturing sequential activities within a work item (e.g. a design stage followed by implementation).

Thanks,

The Portfolio for Jira team.


Tags: advanced-roadmaps

skill
For the Portfolio Plug in: can we only create plans from already imported issues?
Asked by Narges Balouchestani Asli:

For the Portfolio Plug in: can we only create plans from already imported issues?

If not, can anyone provide me with instructions on how to import excel file and keep the dependencies and link it to Portfolio Dependencies?


Answers:
author: Amirul Ikhwan Omar
body: Portfolio plan sources can only come from three type of sources Board, Project, and Filters. You can refer <https://confluence.atlassian.com/jiraportfolioserver/configuring-issue-sources-935577871.html>.

comments: author: Narges Balouchestani Asli
body: Thank you for the clarification. Do you know any chance how I can import information such as predecessors and successor in Jira when I am importing the CSV file?


author: Narges Balouchestani Asli
body: [@Amirul Ikhwan Omar](/t5/user/viewprofilepage/user-id/1199933): There is no field such as start date, there is only due date, so should I create a custom field for start date? Basically my issues in boards/projects/filters/ do have due date but no start dates. Thank you.


author: Amirul Ikhwan Omar
body: Hi Narges, Yes there is no system date for start date. You will need to add a custom field for start date.


author: Narges Balouchestani Asli
body: [@Amirul Ikhwan Omar](/t5/user/viewprofilepage/user-id/1199933): Thank you, really appreciate it. So should I create a costume field for dependencies as well? Things like predecessors? how can I do that before knowing the ID numbers?

To give you context I am trying to import my Microsoft project plan.

Thank you again.


Tags: advanced-roadmaps
How to import my Microsoft Project Plan? More precisely how to import the dependencies?
Asked by Narges Balouchestani Asli:

Hi everyone,

I have a plan in Microsoft project that I want to import here and I am not sure how the filed mapping between the excel sheet and Jira filed configuration should be? which fields Predecessors should be mapped to?


Answers:
author: Ruslan Prakapchuk
body: Hello Narges,

I'm not familiar with Microsoft Project Plan structure, but for tracking dependencies Portfolio uses Jira issue links, in particular blocks/is blocked by. This might be suitable mapping for Predecessors if they mean that one issue should be completed before another.

----

Portfolio for Jira Server team


Tags: advanced-roadmaps

ms-project
One of my Epics has gone missing
Asked by Kieran:

I have an Epic called "Articles" that has gone mysteriously missing from the Epics menu on the right of my Backlog.

When I try to link a new story to it, it only shows up in the lists of Epics if I tick "Show done epics":

![Show-done-epics.png](/t5/image/serverpage/image-id/17707iE5E34C50B7450E9D/image-size/large?v=v2&px=999 "Show-done-epics.png")

However, if I open up the Epic's issue itself, it says its Status is not actually 'Done', but 'Open'.

![Articles-issue.png](https://community.atlassian.com/t5/image/serverpage/image-id/17710i0079DE318450B687/image-size/large?v=v2&px=999 "Articles-issue.png")

**How can I get my "Articles" Epic to appear back with the others?**


Answers:
author: Cameron Eldridge
body: Hi Kieran,

Check the **Epic Status** *field* . It may have been inadvertently set to **Done**, which is why it would be hidden in the Epics panel.

![Epic Status - Issue Details.png](https://community.atlassian.com/t5/image/serverpage/image-id/17745i696B09F198FADC79/image-dimensions/562x137?v=v2 "Epic Status - Issue Details.png")

Note the difference between the **Epic Status** and the **workflow status of the Epic**.

Best,

Cameron

comments: author: Kieran
body: Aha!

That was indeed it. The 'Epic Status' was set to 'Done'. I didn't have the 'Epic Status' set to visible anywhere so I ended it up changing it to 'None' using the [Bulk Issue Edit](https://confluence.atlassian.com/jiracorecloud/editing-multiple-issues-at-the-same-time-902498099.html) and that sorted it out.

Thanks Cameron


author: Cameron Eldridge
body: You're welcome!


author: Timothy
body: Have you tried a reindex of the project? A out of sync index and data is the reason why there is a difference when you are searching.


Tags: advanced-roadmaps
How to add existing issues to portfolio plan below story/epic level
Asked by Abdullah Bakhach:

I'm using portfolio for jira ([https://www.atlassian.com/software/jira/portfolio\\](https://www.atlassian.com/software/jira/portfolio)).. and everything is working great in my first plan, however it seems that i cannot add existing issues under my epics as part of the plan.

see an image illustrating the problem here ![2018 Q2 - Portfolio for Jira - JIRA 2018-03-22 08-17-14.png 2018-03-22 08-34-55.png](https://community.atlassian.com/t5/image/serverpage/image-id/17690i23D8C134A818D89D/image-size/large?v=v2&px=999 "2018 Q2 - Portfolio for Jira - JIRA 2018-03-22 08-17-14.png 2018-03-22 08-34-55.png")

how can I make that happen?


Answers:
author: Adven
body: Hi Abdullah,

This question has been answered through (support.atlassian.com), but I'll add the answers here as reference for other users who might have the same problem, :)

Some of the Epic Childs are in "Done state" hence it won't be shown by default (unless you make some changes in the Portfolio filter). The definition "Done/Complete" issues here are those statuses that are in *Done Category* :  
- https://\<Instance URL\>/secure/admin/ViewStatuses.jspa

As for the other issues that are not "Done" yet, you can re-include them back by following these steps:

* Navigate to the plan configuration \> Sources: https://\<Instance URL\>/secure/PortfolioPlanView.jspa?id=\<Plan ID\>\&sid=#settings/sources
* Edit Sources \> Next \> Next \> find the missing issues and tick them (just hover your mouse in each of the issues and you will see tick box)
* Repeat the above for any issues that you want to show in the plan
* Done

comments: author: Kashyap K
body: This sounds overly convulted solution. It would be good to have feature to just punch in issue key to show up on the plan.


author: Manrekha
body: but i still see that there is an intermittent issue while doing the above process. It doesnt get RE ADDED again. I believe ATLASSIAN is aware of this BUG.


Tags: advanced-roadmaps

jira

jira-cloud
I'm trying to use the dependecies report, but it is not showing our issues with dependenccies
Asked by Steve Harris:

We've checked and ensured that indeed we do have active dependent issues, but none of them are showing on the report.

Any troubleshooting advice would be helpful.


Answers:
author: shafqat
body: Hi Steve,

New dependencies may not appear until the plan is calculated. Could you try re-calculating your plan and see if it causes your dependency to appear?

If you're running Jira in Server, there was a bug causing issues to not appear that's been fixed in 2.11.0: <https://jira.atlassian.com/browse/JPOSERVER-2069>. So upgrading Portfolio could fix the problem.

If that doesn't help, could you raise a support ticket for us to investigate this further: <https://support.atlassian.com/contact/>

Thanks,

The Portfolio for Jira team


Tags: advanced-roadmaps
Horizontal scrolling with macbook trackpad not working in Portfolio Scope table
Asked by Timothy Tan:

Under the scope view, when I add more columns to the table, I can see a horizontal scroll bar. However, I am unable to use my macbook's trackpad to scroll left and right. The only way to do so is to hover my mouse pointer over the scroll bar and click to drag once it's highlighted.

Anyone else experiencing the same problem?


Answers:
author: shafqat
body: Hi Timothy,

There is an existing ticket for this: <https://jira.atlassian.com/browse/JPOSERVER-210>

We recommend voting on this issue and adding yourself as a watcher to be notified about updates.

Kind Regards,

The Portfolio for Jira Team


Tags: advanced-roadmaps
Portfolio automatic assignment based on custom field
Asked by Estelle Bardon:

We assign our task to an assignee. An Assignee belongs to a custom field "workstream". In Portfolio, there is the option to see reports by team (which is the equivalent of our workstream). However, the automatic assignment mixes team members and teams.

Is there an automatic assignment of assignees to teams that works?

Thank you


Answers:
author: Krista Parker
body: I'm confused, are you using a custom field of assignee instead of the system field of assignee?


Tags: advanced-roadmaps

team
Can I update a custom field in JIRA Portfolio? (except number and single line of text)
Asked by Siddhant Masson:

I'm using JIRA Portfolio on top of JIRA SW. I have defined a custom hierarchy - Feature - EPIC - Story.

For issue type = Feature, I have setup a custom field in JIRA SW, say "My Status" which is a dropdown with value = In queue, Started, In progress, Complete, Deferred, On-hold.

During planning I want to create and edit Features in JIRA Portfolio, but not commit them to JIRA SW (so that development teams don't see this item).

When I create this feature in JIRA Portfolio for the first time, I want to be able to update a value for this field "My Status". Is this possible? How?

(Note: I want to update this field during creation and not wait until commitment)

Currently, per my understanding any custom field (other than number or single line of text), cannot be edited in JIRA Portfolio and such custom fields are read-only.


Answers:
author: Jordan Janis
body: Hi Siddhant,

Supposedly you should also be able to edit Single-select drop-down fields in Portfolio as well as the number and single line of text. But I haven't been able to get it to work either.

This page specifies the three types of fields that should be editable: <https://confluence.atlassian.com/jiraportfolioserver/configuring-custom-fields-935577874.html>

I'm watching this issue, hoping for an answer.

-jj

comments: author: Andrew Harwood
body: I have same question.


author: Jordan_Janis
body: I had forgotten about this issue.

Anyway, upgraded last week form 2.17 to 3.7 and this now works in both the live plans interface and the improved interface. So, apparently, some time in the last year this was fixed.

The improved interface also makes it much clearer which fields are supported and which are not.


Tags: advanced-roadmaps

custom-field
Is there a report to track specific status to status movement
Asked by Timothy Williams:

In the JIRA workflow there is progress tracking but what about when a JIRAs status is returned to the previous status? For example if a developer advances a JIRA to Pending QA Testing but fails testing and is returned to Pending Development.

Is there a way to track how many times an assignee (developer) has his JIRAs returned to him for recoding. Can this be reported for a single assignee (developer) and as a group of assignees (all assignees). Then can this be reported by a specified period of time by YTD or by percentage of total JIRAs.


Answers:
author: Tarun Sapra
body: JQL returns the current status of issues. You can use the "Was" operator in JQL to get issues that were in certain status in certain historical time.

Like

```
Status was in "In Progress" by john
```

This will return you the issues which were in status "In progress" by the user John.

But your requirement is something different as you want to perform reporting and create metrics based on issue history. There are couple of reporting plugins which can help you

"eazyBI" and "Dataplane" should be able to create the reports which you are looking for. Question similar to your has been discussed many times on this forum, here are some links

<https://community.atlassian.com/t5/Jira-questions/count-of-status-change/qaq-p/444573>

<https://community.atlassian.com/t5/Jira-Core-questions/How-can-I-query-on-number-of-times-in-a-status/qaq-p/745405>

<https://community.atlassian.com/t5/Jira-questions/Is-it-possible-to-report-the-number-of-times-a-status-was-hit-on/qaq-p/311868>

<https://community.atlassian.com/t5/Answers-Developer-Questions/How-can-I-count-how-many-times-a-transition-has-been-visited/qaq-p/573517>

<https://community.atlassian.com/t5/Jira-questions/Want-to-find-out-how-many-times-an-Issue-has-been-moved-to-a/qaq-p/409327>

<https://community.atlassian.com/t5/Jira-questions/Count-Status-History/qaq-p/225434>

comments: author: Timothy Williams
body: Thanks for the quick response, I will look through the resources you have provided. I appreciate the information.


author: Lauma C?rule
body: [@Tarun Sapra](/t5/user/viewprofilepage/user-id/781576), Thank you for suggesting eazyBI as a possible solution!

[@Timothy Williams](/t5/user/viewprofilepage/user-id/1198034), here is an example report in eazyBI showing [Transitions by Transition Author and Assignee](https://eazybi.com/accounts/1000/cubes/Issues/reports/97457-issue-transitions-by-transition-author-and-assignee).

Let me know if you are interested in eazyBI and have some further questions about the report you wish to build!

Lauma / support@eazybi.com


author: Tarun Sapra
body: Please accept the answer/upvote if your satisfied with the solution.


Tags: advanced-roadmaps
Preventing Portfolio from making changes in Jira
Asked by Steven Dodd:

I am considering recommending Portfolio for Jira to an enterprise customer for reporting and visibility across multiple teams. I am however quite concerned that someone working on a Portfolio plan could make potentially serious changes to other teams projects inadvertently.

Is there a way to allow users to create and work with plans but not commit changes to Jira?


Answers:
author: josh
body: You can use the Portfolio for Jira Restricted User option in the portfolio administration. Or the viewer.

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

comments: author: Steven Dodd
body: Perfect thank you


Tags: advanced-roadmaps
When do issues dissapear from the scope view in portfolio?
Asked by Jeroen Thoelen:

Hi,

When using Jira Portfolio, I have difficulties to understand when issues dissapear from the scope view.

I know one of the reasons is the filter you can use.

But does it also depends on the status? Because sometimes it does show Done issues, and sometimes it does not. So there must be a clear reason when Initiatives, Epics or Stories are not visible in the scope view (Except for the filter rule).

Thanks


Answers:
author: Thomas
body: Hi [@Jeroen Thoelen](/t5/user/viewprofilepage/user-id/1160409),

An issue would disappear if it did not match the issue sources, the user-set filters, and the default filters. Regarding Done issues, the default behavior (see Status and Completion date filters) is to only include issue resolved in the last 30 days.

Excluding an issue would also be a reason for it not to show up, and excluding a release would also exclude any issue assigned to it.

Hope that helps!

Cheers,

Thomas

comments: author: Jeroen Thoelen
body: By "Regarding Done issues, the default behavior (see Status and Completion date filters) is to only include issue resolved in the last 30 days." you mean when the filter it set to "open and completed since the last 30 days" or is it independent from the filter?


author: Jeroen Thoelen
body: Hi [@Thomas](/t5/user/viewprofilepage/user-id/58170)

I have an Epic, that is set to Done on Jan 30, 2017, but is not visible in my scope view in Portfolio.

They Epic is part of the project X, that is included in Issue source, and whatever filter (date) I use with open and completed, it is never visible. While some other Epics (also Done) are visible...

I can not see how this is possible?


Tags: advanced-roadmaps
Assigning QA Verify JIRa automatically to person instead of leaving it unassigned
Asked by chandru:

is there a way to automatically assign JIRA when moved to QAVerify to a particular person?

Right now our dev resolve the JIRA with a resolution which moves the JIRA to QA Verify status through our workflow.But the JIRA remains un assigned.

How can i make these JIRAs to get assigned to a particular assignee say a QA lead or a group so that person becomes the owner of that JIRA.

Any help would be appreciated


Answers:
author: Brittany Wispell
body: Hi [@chandru](/t5/user/viewprofilepage/user-id/1062982)

You could set up a screen with the assignee available to edit after the transition, or you can use a post function to auto assign it to a specific person with the Update Issue Field(Image 1)![Screen Shot 2018-03-14 at 6.05.48 PM.png](https://community.atlassian.com/t5/image/serverpage/image-id/17154i9ECF010868EDF075/image-dimensions/790x53?v=v2 "Screen Shot 2018-03-14 at 6.05.48 PM.png")If you need help on locating this please let me know. I can post more screen shots! Have a good day!

comments: author: chandru
body: Thanks Brittany for your answer. Could you please post the screenshots/steps for locating it? that would be helpful.

P.S: I have only the Project Admin access and not the JIRA admin access.So i may have to contact your JIRA admin based on your reply


author: Brittany Wispell
body: Hey [@chandru](/t5/user/viewprofilepage/user-id/1062982)

You'll need to contact your Jira admin to update the workflow for you.

I believe you'll have to contact your Jira admin about the screen creation as well.

I would write out some requirements like this...

Add a post function of 'Update Issue Field' to the Issue Field = Assignee. Field Value = QA Lead (Name) after the transition to QA Verify.

Hope this helps!


author: chandru
body: Thanks Bittany.I will contact the JIRA admin with the above info.


author: Brittany Wispell
body: You're very welcome! If you found this information useful could you please accept it as an answer to your question!

Have a great rest of your week!


author: chandru
body: Yes. Accept this as an answer


author: Alex Hanley
body: Please look for the tick mark to the left of the answer.


Tags: jira
Portfolio not respecting backlog ranking or priority
Asked by Shay Darrach:

I have a project in Jira and Portfolio that is using a two-week sprint (current sprint is in progress and showing up correctly), with a stack-ranked backlog in Jira, and story priorities set as blocker or major. No epics are included.

Portfolio is currently filling upcoming sprints for a release with stories in the wrong order. That is, the backlog stack ranking is not maintained.

I have looked through all the explanations of ranking and sorting and I cannot find a reason that portfolio would do this. Can anyone offer an explanation?

eta:

Jira Cloud 958ff764

Portfolio for JIRA - 1000.105.0


Answers:
author: Liandro Rossini
body: Hi Shay.

So, same problem here..

As I understood, the logic is something like this:  
- portfolio reads the stories at the right order

- it will allocate the story1 to the week or sprint IF there is available "space" for it

- if there is not enough space for the story1, it'll get the next story(2) and try to allocate at the available space.. and so forth... that's the reason sometimes (or always) you don't have your planning at the order you've specified.

- and worst.. it understands that epics (without stories) can be fitted anywhere.. at least for this problem we found a solution: create one story at this epic and use estimates here.

I don't agree with this behavior because it's not realistic. I won't start story 50 just because it fits at this week.. It's causing us a lot of problems here..

comments: author: Bob Vincent
body: That behavior is as designed, as confirmed to me by Atlassian.  

I strongly disagree with this approach and have had to stop using Portfolio because of it. Backlog ranking is incredibly important and you should have control of it.  


Tags: advanced-roadmaps

backlog

rank
Is it possible to set up saved views in Portfolio
Asked by Linda Wanitschek:

Is it possible to set up saved views in Portfolio?

I've had a few complaints that users have to re-set their columns and filters too frequently and am wondering if we can get a view set up to share globally, or at least instructions for users to set their own personal views.


Answers:
author: Thomas
body: Hi [@Linda Wanitschek](/t5/user/viewprofilepage/user-id/1195993),

When a shared report is generated the filters and configuration are saved with it. You can read more about shared reports here: <https://confluence.atlassian.com/jiraportfoliocloud/sharing-the-reports-858567600.html>

Cheers,

Thomas

comments: author: Linda Wanitschek
body: yes we see that but we want the Scope above and the fields below.

The issue is we use the Scope screen, with the calendar above and epics listed below. We have key information that makes for quick review and update. The team is quite large. but they have to keep res-electing the fields displayed below the scope.

makes it very frustrating.


Tags: advanced-roadmaps
How do I see the Completion Date of a Task?
Asked by Oliver Tandler:

When I move/update a task from In-Progress to Done, I assume the Task gets updated with a Completed Date. How to I see this on the default task edit screen?


Answers:
author: Ramanathan Yegyanarayanan
body: Yes if it reaches to done which is the end of the workflow. You can have a check of that in the history.


author: Balakrishnarao Thota
body: if field is system default field then it will be dated else user should manually enter.To look screen schemas,you should be a JIRA administrator.

comments: author: Ramanathan Yegyanarayanan
body: Good to see you here Bala. Even if its custom field the user can look for the completion date and still have the filter to view that in dashboard without being an administrator.
Limita??o de 10 usu?rios por ?rea (a partir de abril/2024)
Asked by M?rian Pereira:

Bom dia!  
Senhores(ras), a nova limita??o do Trello (na vers?o gr?tis), de 10 usu?rios por ?rea de trabalho, estende-se aos quadros?  

Mesmo que haja poucos membros, na ?rea de trabalho, os quadros desta ?rea ser?o contados como membros da ?rea ou do quadro?  

Obrigada!  
M?rian


Answers:
author: Andrea Crawford
body: Hi [@M?rian Pereira](/t5/user/viewprofilepage/user-id/5452669) - the 10 user limit only applies to workspace collaborators (members and guests). You can read more about how that's defined in this article: <https://support.atlassian.com/trello/docs/workspace-user-limit/>