youngmon/atlassian-qna huggingface dataset:
Why is the Schedule by Person view not reflecting assignments?
Asked by Janene Pappas:

I have a Plan set up for a team, all team members have been added and I've put a few assignments to individuals. When I look at the Plan grouped by person, the assignments are not reflected at all and issues are shown under other team members. How do I get this view to reflect actual workloads? Below, all "MyCardRules" issues are assigned to Maria and all "Zelle send money" issues to Nathan. The other team members should have no assignments.

![Screen Shot 2019-07-25 at 1.47.50 PM.png](/t5/image/serverpage/image-id/61484i47281B75818C6F9B/image-size/large?v=v2&px=999 "Screen Shot 2019-07-25 at 1.47.50 PM.png")


Answers:
author: Janene Pappas
body: I've figured this out. A combination of correct Import settings and using the Calculate button.


Tags: advanced-roadmaps
How to link Next-Gen Epic to Portfolio?
Asked by Janene Pappas:

I've read a workaround to link in Portfolio and Next-Gen Epic issues, but this is simply not working well. The quote is "Go to Portfolio's hierarchy configuration and map the Epic issue types coming from next-gen projects to the Epic level so Portfolio will properly recognise them."

When I attempt to edit the hierarchy and add the Epic level from the Next-Gen project, it then becomes "above" the Standard Epic and messes up my plans.

Can someone please explain how to link in the Next-Gen Epics properly?


Answers:
author: Earl McCutcheon
body: Hi Janene,

Currently Portfolio does not play well with next-gen project types as portfolio does not support the next-gen projects at this time due to variation in field types that separate the next-gen projects from classic projects.

While the project type does not interface well with Next-gen, you can still link the projects in a hack-around manner, but it is not recommended to do so and the following KB article goes into more detail on what functionality is missing when you do use a next-gen project on a Portfolio Plan:

* [Portfolio for Jira next-gen support](https://confluence.atlassian.com/jiraportfoliocloud/portfolio-for-jira-next-gen-support-968663298.html)

And the Feature request tracking portfolio support of the next-gen project type can be followed here:

* <https://jira.atlassian.com/browse/JPOCLOUD-2652>

Regards,  
Earl


Tags: advanced-roadmaps

next-gen
How is Release Status( on track/off track) calculated?
Asked by diego smith:

How is Release Status( on track/off track) calculated?

We are currently using portfolio version 3.6.

We have 2 issues in a release, 1 in todo status and 1 in progress status, but the release end date has already passed but it still shows on track.

My assumption is that because the date has passed and there is still work to be done that the release would reflect off track.


Answers:
author: Chiragkumar Rupani
body: Hi Diego,

Thanks for letting us know. The is definitely an issue and the past release shouldn't be shown as on-track. This is already in our roadmap and planned to be fixed.

Regarding how the release status (on-track/off-track) is calculated, here is the explanation.

Release status is calculated based on the target dates of any issues assigned to the release. Here are the definitions:

**Released** - If the release is Released (i.e. released in Jira) then it's status is not calculated. The release status is only calculated for the Unreleased releases.

**On-track** - If the all issues assigned to the release are starting and finishing before the release date then the release is on-track. Also if there are no issues assigned to the release or none of the issues assigned to the release has dates then also it will be on-track.

**Off-track** - If any of the issues is starting or ending beyond the release date then the release is off-track.

Just note that currently the issue status is not taken into account and the release status is purely calculated based on the target dates set on the issues assigned to it. We are trying to improve this behavior, so keep following the documentation.

<https://confluence.atlassian.com/jiraportfolioserver/managing-releases-952623605.html>

I hope this helps, let us know if you have any further questions.

Regards,

Portfolio for Jira


Tags: advanced-roadmaps
How to pull in a team's historical velocity with the new version of Portfolio?
Asked by Nick Fenton:

Hello All,

We recently upgraded to the latest version of Portfolio (3.6) but are having issues with team velocities. In the previous version when we created a team or added a shared team to a plan, Portfolio would allow us the use the teams historical velocity.

Now it seems this option is no longer available and is only a manually set number instead.

Is there a way to still pull the historical velocities of teams in the new version?

Any help is greatly appreciated.

Kind regards,

Nick F.


Answers:
author: Chiragkumar Rupani
body: Hi Nick,

Thanks for your valuable feedback. Currently, there is no way to explore the past velocity in the new version of Portfolio.

You can view the historical velocities in the Jira. Please have a look at the Jira documentation.

<https://confluence.atlassian.com/jirasoftwareserver/velocity-chart-938845700.html>

In case you want the past velocity to be shown in the new version of Portfolio, you can give in-product feedback or raise a feature request at <https://jira.atlassian.com/>.

I hope this helps, let us know in case you have further questions.

Regards,

Portfolio for Jira

comments: author: Nick Fenton
body: Hello Chiragkumar,

Thank you for the insight. That is unfortunate to lose this functionality but we can just manually keep the velocity updated as the teams mature.

Cheers,

Nick Fenton.


Tags: advanced-roadmaps

share

team

velocity
Jira Portfolio not allowing me to add custom field
Asked by Jenifer Kuntz:

I am going into my plan and trying to add a custom field, select list single choice and it is showing unsupported. The documentation says that single select fields are supported. Is there anything else that would make a field unsupported?

Thanks!

Jenifer


Answers:
author: Buu Le
body: Hi Jenifer, could you please tell us more about which version of Portfolio you are using? The Single choice select is supported in Portfolio from version 2.23

comments: author: Jenifer Kuntz
body: Hi Buu,

I thought it was a select list but it is radio buttons and the version we are on does not support them. We are updating to a more current version, it looks like it is supported now.

Thanks!


Tags: advanced-roadmaps
How to roll back from portfolio 3.6.0
Asked by Per Grundstr?m:

Hi

I have seen this post

<https://community.atlassian.com/t5/Portfolio-for-Jira-questions/How-to-roll-back-from-portfolio-3-0/qaq-p/1138972>

But I doesn't understand step 4 (click on "versions" in the main bar) I just find a Install-button.

And that isntalles the latest portfoliorelease for me again.

Can anybody explain to me where I find the old versions?

Thanks


Answers:
author: Nic Brough -Adaptavist-
body: Go to the marketplace entry for Portfolio and look at the main menu bar below the screenshots. It has "versions" on it. Make sure you are on the Server (or DC) version though - Cloud does not offer versions because you don't get to choose what version you have.

comments: author: Per Grundstr?m
body: ahh, I look at Find new Apps and Atlassian Marketplace for JIRA. But you mean <https://marketplace.atlassian.com/apps/1212136/portfolio-for-jira/version-history> right?

Thanks


author: Nic Brough -Adaptavist-
body: Yes, sorry I was unclear - I think of "the marketplace" and "find new apps" differently, although "find new apps" is a window on to the marketplace


Tags: advanced-roadmaps

downgrade
Migrating JIRA Portfolio Server into Cloud
Asked by Martin Held:

Hello Support,

we want to migrate from Server into Cloud. The Atlassian documentations say, that normaly, app data is not included in the Migration.

How can i migrate the Portfolio data from Server into the Cloud?

Is there any documentation out there? I couldn't find any.

thank you


Answers:
author: Martin Held
body: Even when the App is only added after migrating the data from the server?


author: Alexey Matveev
body: Hello,

The last time I migrated from Server to Cloud, Portfolio data were moved with a usual backup. Just try a test migration and you will see it.

comments: author: Martin Held
body: > Even when the App is only added after migrating the data from the server?


Tags: advanced-roadmaps
How to roll back from portfolio 3.0
Asked by amit sandilya:

I want to rollback from Portfolio 3.0, please guide the steps.


Answers:
author: Alexander Bondarev
body: Hi, [@amit sandilya](/t5/user/viewprofilepage/user-id/3505494) !

Can you tell us the reasons to rollback? What\`s go wrong?

Why not to use 'old vision' in 3.xx?


author: Nic Brough -Adaptavist-
body: There is an option to use the old UI in Portfolio 3's settings, but bear in mind it will be going away sometime soon.

If you really do want to take the plugin back to an older version, then

* Take a backup,
* disable the Portfolio app from "manage apps", and if that works ok, then delete it.
* go to the marketplace and find Portfolio,
* click on "versions" in the main bar (make sure you selected Server or DC from the system type, Cloud does not allow you to choose a version)
* select "download" on the version you want to use (after checking it is flagged as compatible for your version of Jira).
* Go to manage apps and find the "upload" button, using it to upload what you got from the marketplace download

comments: author: Roi Fine
body: Thanks Nic for your reply here. Just a small clarification, there are no plans to remove the ability to switch back to the old UI.

Roi Fine \| Product Manager


author: Nic Brough -Adaptavist-
body: Ah, thanks Roi, I assumed it was like the other Jira features that end up with a "go back to old" - planned to be removed.


Tags: advanced-roadmaps
Portfolio is showing past Release as ON TRACK
Asked by Abhinav Arae:

Hello all,

Jira Portfolio is showing past Release as ON TRACK. We have 2 issues in TO DO status in that Release. Ideally, it must show that the Release is OFF TRACK as it is past the Release date. I have attached the screenshot below. Am I missing something here? Please suggest

![Portfolio bug.png](/t5/image/serverpage/image-id/61353i258D50C7D03D7E72/image-size/large?v=v2&px=999 "Portfolio bug.png")

Thank you.


Answers:
author: Chiragkumar Rupani
body: Hi Abhinav,

Thanks for letting us know. This is already in our roadmap and planned to be fixed.

Regards,

Portfolio for Jira team

comments: author: Alexander Bondarev
body: Hi. [@Chiragkumar Rupani](/t5/user/viewprofilepage/user-id/1156626) !

Can you notify us within this question here after fixing (i\`m watching it =))?


Tags: advanced-roadmaps

jira-server
Change plan to private after plan is created
Asked by Cinya Wu:

When a plan first creates, we are able to select "no restriction" or "private".

Are we able to change to private after the plan was created as no restriction?


Answers:
author: Petter Gon?alves
body: Hello Cinya,

You can configure your Portfolio plan to private by configuring its permissions following the steps mentioned in this [documentation](https://confluence.atlassian.com/jiraportfoliocloud/configuring-the-plan-access-permissions-941618975.html):

1. In your **plan, click ![](https://confluence.atlassian.com/jiraportfoliocloud/files/941618975/941618976/1/1513826728898/Screen+Shot+2016-02-01+at+9.07.08+am.png)** located next to the plan name **\> Configure \> Permissions.**

**![](https://confluence.atlassian.com/jiraportfoliocloud/files/941618975/941618977/1/1513826728997/Screen+Shot+2017-12-13+at+09.45.17.png)**

Now you can see the editors and viewers permissions.

1. To grant editors permission to a new group of users, click Add, and select the user group from the drop-down.
2. To grant read-only permission to users, click Add, and select the names from the drop-down.  

   ![](https://confluence.atlassian.com/jiraportfoliocloud/files/941618975/941618978/1/1513826729095/Screen+Shot+2017-12-13+at+09.47.30.png)

Let me know if you have any questions.


Tags: advanced-roadmaps
What's the difference between the usage of Capability and Initiative?
Asked by SHRIPAD KULKARNI:

I am trying to create a hierarchy for some of the teams who are using the User stories and Epics format. What is the right method of using Capability and Initiative in Jira?

Does the following structure make sense for reporting and end to end project mapping?

1. Initiative -\> Capability (multiple) -\> Epics (several for each Capability) -\> Stories.

Happy to hear thoughts about using Features too but the teams are not using it so might not be encouraged.


Answers:
author: Earl McCutcheon
body: Hi Shripad,

Any levels of hierarchy above the epic level is considered an initiative per the terminology definitions on the structure of the hierarchy. So your Capability hierarchy level is the first Initiative layer and Initiative hierarchy is the second initiative level as the top level grouping.

Initiatives work on a parent to child mapping, A single 'initiative' hierarchy is a very large body of work, which is the parent of the epics linked as the child issues at the next level below the Initiative, and the Next Initiative hierarchy above the first is a similar grouping but instead of grouping the epics it is a grouping of the child Initiatives at the next layer down.

The best way to think of Initiatives is as a method to create categories that encompass a specific body of work that needs to be tracked as a single entity due to the relationship of those items. But overall a categorization effort for like items becoming more and more broad of a term the higher up the hierarchy you go.

A really good break down on the layering can be seen in this blog post: ["Epics, Stories, Themes, and Initiatives"](https://www.atlassian.com/agile/project-management/epics-stories-themes)

Regards,  
Earl

comments: author: SHRIPAD KULKARNI
body: *Hi Earl,*

*Thank you for the detailed explanation. It gives me a fair idea about the structure and hierarchy, which I wanted to understand.*

*I had read the article before posting it :)*

*The challenge is, not many fields are enabled/encouraged to be utilised at this stage - including Features and Themes.*

*Having said that, your answer helps and suffices my question. Thankyou.*

*Regards.*

*Shri*


author: Petr Plenkov
body: It's funny that the article is called ["Epics, Stories, Themes, and Initiatives"](https://www.atlassian.com/agile/project-management/epics-stories-themes) but there is no even a single mention of what theme is =) Seems like outdated artifact


Tags: advanced-roadmaps

capability
What fields will automatically "roll up" from child issues in Portfolio for Jira?
Asked by Ian Evans:

It seems story points, estimates and dates will roll up from child to parent issues in Portfolio for Jira. I'm curious whether it's possible to have custom number fields roll up as well.


Answers:
author: Raathi
body: Hey Ian,  

Dates don't roll up yet. Also, custom fields don't roll up yet as well.  

Regards,  
Raathi


Tags: advanced-roadmaps
Do the postfunctions in the workflows in Jira Software impact the functions in Portfolio for Jira?
Asked by Radosveta Delcheva:

Dear all,

in case there is a story with subtask and with postfunction in the workflow in Jira they begin at the same time would that impact the Plans, Programs in Portfolio for Jira somehow? I suppose not really, but would like to get confirmation or in case there is impact info what exactly can be broken, not available. Thank you in advance! Kind regards Radosveta


Answers:
author: Nic Brough -Adaptavist-
body: Yes, they do, because Portfolio does not have issues or workflows itself. It is a layer on top of Jira which looks at (and amends) Jira data. If you change the status of something "in Portfolio", you're not doing it to an issue in Portfolio, you're using the Jira workflow (and hence post-functions).

comments: author: Radosveta Delcheva
body: Hi Nic, thank you! That means the calculations in the plan will look in different way too and maybe will be not so accurate.


author: Nic Brough -Adaptavist-
body: No, it means the calculations in the plan are made based on the issue data. If they're inaccurate, then it's because you are putting bad data into the issues.


author: Radosveta Delcheva
body: thank you Nic, i have questions related to the calculations as well, but will post them as an other topic. thank you! Kind regards

Radosveta


author: Haran Kumar
body: [@Radosveta Delcheva](/t5/user/viewprofilepage/user-id/1889885) I guess if your post functions are gonna change the resolution of your ticket, it might reflect a change on the the Jira portfolio .   

Still i would like to hear from experts for more intricate detailing.   

Regards  
Haran


Tags: advanced-roadmaps
PortfoIn the configuration panel the scenarios are not visible I see only advanced and nothing below
Asked by Radosveta Delcheva:

Dear all, the version of Portfolio is 3.4.0 and I can not see anything below Advanced in the configuration part of the plan, the scenarios are not available, are they not available for the version (Server based) or I have another issue maybe with permissiones - 3 modules of Portfolio are installed. Or something is not configured? Thank you in advance! Kind regards Radosveta


Answers:
author: Earl McCutcheon
body: HI Radosveta,

Thanks for reaching out on this, and it sounds like something is broken as the Scenarios menu under the Advanced section in the plan configurations should be visible even with the minimal level of permissions set for the user that is looking at the configs which would be View for a read only experience.

So a few things to look into, I would recomend first running an incognito window or different browsers as a quick check to make sure browser add-ons or versions are not causing a conflict. A few more tips can be found in our ["Browser Troubleshooting Guide"](https://confluence.atlassian.com/kb/browser-troubleshooting-guide-330796533.html)

Then checking the logging as the next step to see if there are any errors triggering on the backend, specifically looking at the atlassian-jira.log and the atlassian-greenhopper.log located in the jira-home log directory. Also check the browser level javascript console logs to see if there is anything flagged on the page load that could help narrow it down a bit.

See if you can get to the scenario page using the URL directly, replacing the id with the one for your plan:

```
https://BASE_URL/secure/PortfolioPlanView.jspa?id=1&sid=1#settings/scenarios
```

Another thing to do is un-install / re-install the 3 portfolio apps in the manage apps admin panel manually and watch the logging on re-install to see if there are any mentions of an error during the re-installation.

Then if your still not seeing any errors and the application is still erroring check safe-mode to disable all other add-ons and re-enable portfolio only to see if there is a possible app conflict.

Let me know if any of these steps correct the behavior or if you are able to locate any errors so I can take a closer look.

Regards,  
Earl

comments: author: Radosveta Delcheva
body: Dear Earl,

Thanks a lot. I will check with the admins everything you suggested to find the reason for the issue and I wll get back to you. Kr Radosveta


Tags: advanced-roadmaps
How to Implement a 1 Team Member Works on 1 User Story Policy in Portfolio?
Asked by Anton Maleev:

Hi,

I am doing my first test plan (improved interface):

* I have 3 epics x 2 issues each, all with 2d estimation.
* I have a team with 2 members each with 40 hours per week capacity equaling 5 days per week.

Portfolio squeezes all issues to just one day implementation, implicating (I guess) that both team members work together on all issues and thus are able to finish them off in just one day.

Is there any configuration magic to avoid this? Especially in software development it is completely unrealistic to put two developers on the same task.

Thanks and regards,

Anton


Answers:
author: Thomas Deiler
body: Dear [@Anton Maleev](/t5/user/viewprofilepage/user-id/168555)
> Especially in software development it is completely unrealistic to put two developers on the same task.

This is not the whole truth: <https://en.wikipedia.org/wiki/Pair_programming>

So long

Thomas

comments: author: Anton Maleev
body: Thanks [@Thomas Deiler](/t5/user/viewprofilepage/user-id/484715) ,

good point, I take the "completely unrealistic" back :)

**Follow up:**

<https://confluence.atlassian.com/jiraportfolioserver/auto-scheduling-issues-967895245.html>

(quote - table transposed)

**Technical details:** Maximum people assigned per story  
**Live plans (versions 2.0 to 2.27):** You can configure how many people can be assigned to a story.  
**Plans with the improved interface:** Only one (1) person can be assigned to a story.

Puzzling, because I was working with an "improved" plan. Anyway, I switched several times between "live" and "improved" and it suddenly started working as I expected. Worrying that I didn't understand why, though.

**Suggestion to Atlassian:**   
Could be a good idea to expose as much as possible of the governing parameters as configuration options. It would even help to see read-only stuff, just in order to know, how the engine takes its decisions.

Best regards,  
Anton


author: Anton Maleev
body: Second Follow-up:

I just found out that the configuration for "live" plans is much more verbose than that of the "improved" plans.

It appears to me the "improved" plans are still "work in progress". I am also missing completely the "capacity" information on the plan there.

We will stick to the "live" plans until the "improved" ones are ... improved :)

We are running 3.6.1 and will keep updating.


Tags: advanced-roadmaps
Sprints visible in improved portfolio
Asked by Renni Verho:

Is there way to get sprints visible in improved version of portfolio ui (in gant chart) ?


Answers:
author: Rhys Christian
body: Hey Renni,

You can view sprints in the timeline via the 'View settings'. First group by Team then enable the Capacity view. For each team group you'll see the associated sprint intervals, as well as the capacity of assigned work in each of the sprints.

![Screen Shot 2019-07-18 at 2.37.48 pm.png](https://community.atlassian.com/t5/image/serverpage/image-id/60802i32B5FF81944B65F2/image-dimensions/419x239?v=v2 "Screen Shot 2019-07-18 at 2.37.48 pm.png")

Hope this helps, let me know if you've any questions.

We'd love to hear your feedback on it too so if you have any thoughts while using it feel free to share them via the in-product 'Give feedback' button.

Cheers,

Rhys


Tags: advanced-roadmaps
Have we lost the snapshot "export" capability
Asked by Motti Friedman:

Looks like the new planning interface removes the "export" button and added the "share" option. The problem is "share" is a live read-only link and we lost the ability to keep an offline snapshot.

We need to take a snapshot of a plan including heirarchy and ranking because some unintentional changes may enter the plan and we have no way to review and control them.

Is there an alternate method to keep an offline snapshot?


Answers:
author: Raathi
body: Hey Motti,  

Other export options are something we are working on and should be available in the future releases.  

Regards,

Raathi


Tags: advanced-roadmaps