youngmon/atlassian-qna huggingface dataset:
How can I get the system field Category added to my old projects?
Asked by Elsa Li:

I noticed that there is a new Jira created field available for JWM. But it seems that this field is only available for new projects. Wondering how can I add this field to my old projects?

![2022-07-27 2-09-01 PM.png](/t5/image/serverpage/image-id/208212i5C5260B539609AD7/image-size/large?v=v2&px=999 "2022-07-27 2-09-01 PM.png")


Answers:
author: Jane Yeoh
body: Hi [@Elsa Li](/t5/user/viewprofilepage/user-id/4995603) !

Thanks for reaching out. This is indeed a new field we've added to new projects and we're currently working on making this available to your existing projects as well.

It may take about 2-4 weeks before this becomes available, but stay tuned and we'll let you know once we have any updates on this.

Kind regards,

Jane

comments: author: Sean Stokke
body: Since this is a new field, I don't have the option to create options for it. Will this work like components where it's maintained in the project, or do we maintain it under settings/fields?


author: John Funk
body: Go to Settings \> Issues \> Custom Fields

Search for Category. Then click the 3 dots menu and select Context and Default Values

Then you can put in values for it.


author: Sean Stokke
body: Thanks John, but that was the first place I had checked, and unfortunately it's locked:

![Category.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/211872i8A4E6C0B32F4E4BD/image-size/large?v=v2&px=999 "Category.PNG")


author: John Funk
body: Well, that's weird - I just added one day before yesterday and now it is locked for me, also.

So, try this - go to the List feature and add the Category field to your List screen. Then click in an empty field for one of the issues.

The click in the box where is says Add category, and put one in there.


author: Ben Hurt
body: This worked for me, Strange that it is only searchable from the Board tab and has no option to create unless from the list feature. Thanks for the answer John.


author: John Funk
body: Hi Elsa - Welcome to the Atlassian Community!

This appears to be a custom field that someone might have added to your Jira Work Management Team-managed project. Can you verify that is the type of project?


Tags: cloud
Implementation of Month-end process in JWM.
Asked by Nitin Pai:

Hi there,

I want to implement month-end project for which we have different departments with different assignee's and due dates. If we are creating rule to automate this , the rule is working for all the issues - Is there any other way to implement different rules to create different issues in the same project. If yes, Please provide us the steps.


Answers:
author: John Funk
body: Hi Nitin,

It sounds like you are on the right path. Is there a problem with what you have?
App - OKR with Gantt Roadmap for Jira & Confluence
Asked by John Fedorczyk:

I have requested this app and I have not received it on my work management project. When or how will this be distributed? The Routemap app showed up immediately. Appreciate it.

Thanks.


Answers:
author: Dave Rosenlund _Trundl_
body: Hi, [@John Fedorczyk](/t5/user/viewprofilepage/user-id/4450050). Welcome to the Atlassian Community.

Can you be a bit more specific about what you mean when you say "*requested* " and *which OKR app* you are referring to?

This info. will help folks here, help you.

Best,

-dave

comments: author: John Fedorczyk
body: Hi Dave, this is what I'm requesting. You can see on the far right it's requested but I don't see the app under the Apps drop down on the top bar. Is this helpful?

![Jira.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/208183iA6E5263688D38F0D/image-size/large?v=v2&px=999 "Jira.PNG")


author: Dave Rosenlund _Trundl_
body: Thanks! I would [try contacting the app vendor directly](mailto:support@bojaconsulting.com) in this case. It wasn't clear, to me anyway, that was all part of a single app.

Good luck. I hope this helps,

-dave


Tags: cloud
Automation rule - Project default setting
Asked by Somnath Raveenthiran:

Hi,

Can someone guide me on how to change the legacy automation rule from project default to our name in Jira service management?

![Error.JPG](/t5/image/serverpage/image-id/208082i59FBE138C9D99034/image-size/large?v=v2&px=999 "Error.JPG")


Answers:
author: John Funk
body: Hi Somnath,

Is there no name at all that comes up when you try to convert it? I would accept whatever name you can to convert it and then change it after that.

comments: author: Somnath Raveenthiran
body: Thanks John figured it out how to change it


author: John Funk
body: What was the solution?


author: Somnath Raveenthiran
body: Just typed our internal support team name in configuration area and It took as Project default for all the rules which we had.


Tags: cloud
How to scheduling a task only on Business day in JWM?
Asked by Nitin Pai:

I'm trying to schedule a task on a particular day every month, but if that date falls on a weekend it should take next business day. how can I achieve that?

![2022-07-26 19_58_02-ABC-MonthEnd - Details - Jira.png](https://community.atlassian.com/t5/image/serverpage/image-id/207893i0B3EC73BD17C0A60/image-size/large?v=v2&px=999 "2022-07-26 19_58_02-ABC-MonthEnd - Details - Jira.png")


Answers:
author: John Funk
body: Hi Nitin,

You might try using the Advanced CRON expression tab. Here is some guidance for more granularity.

<https://support.atlassian.com/jira-software-cloud/docs/construct-cron-expressions-for-a-filter-subscription/>
Subsequent assignment of different issue type screen scheme
Asked by Anette Noll:

Hi all, can anyone tell me if this is problematic?  

In a project with an issue type screen scheme A a lot of issues are already produced.  

Now the need has arisen to assign a new issue type screen scheme B to that project subsequently, because one of the screen schemes within the issue type screen scheme has been adjusted and is only applicable to this single project.  

Is that possible or does it produce problems?


Answers:
author: John Funk
body: Hi Anette,

It shouldn't pose a problem - other then there might be different fields show up on the screen. But no data will be lost.

comments: author: Anette Noll
body: Hi John,

thanks for reply, it's good to know!


Tags: cloud
I'm trying to setup holiday list under time to SLA --> Calender, but it is not working.
Asked by Nitin Pai:

Can someone please suggest the steps to follow and setup Client holiday list in Jira work management in order to implement due date for an issue. Also, let us know how to setup if the date is holiday then the system should take the next day as due date.


Answers:
author: John Funk
body: Hi Nitin,

SLAs relate to Jira Service Management, not Jira Work Management.

comments: author: Nitin Pai
body: Hi John, Thank you !!

Could you please let me know how to setup holiday list is JWM project?

I'm trying to implement month-end process which has multiple departments and 90+tasks. The requirement is due date should not allow or accept the client holiday date. Is there a way to achieve this


author: John Funk
body: Well, I am afraid you cannot do that with a JWM project directly because you cannot modify JWM boards like you can for Jira Software.

Your only option that I see is to create a second board using a Jira Software board and use it instead of the built-in Jira board. Then you can modify it to change the working days using the Board Settings.

Here is how you can create a second board:

You will need to create a filter for the JWM project, something like Project = ABC ORDER by Rank ASC where ABC is the project key for your JWM project. Be sure to save the filter and share it. Or you can use an existing filter if one exists with the same issues in it.

Go to your list of boards and click on Create board

Choose either Kanban or Scrum

Choose create based on an existing Filter.

Then attach it to the new filter you just created.

For the Location field, you will not be able to use a Team-managed, Business, or JSM Project - only Classic Software projects. Or you can link to your profile - probably best in this case. But this will not keep the new board from working - it really only cares about the project(s) in the filter.

Then you are all set. You can modify the board as you need to.

One side note - you will not be able to click on the Board option as normal for the project as that will take you to the built-in board. You will need add a shortcut on the left side menu and include a link to the new board.


Tags: cloud
jql query for region wise tickets
Asked by Bathalaraviteja:

JQL query for region wise tickets


Answers:
author: Sayed Bares [ServiceRocket]
body: Hi [@Bathalaraviteja](/t5/user/viewprofilepage/user-id/4993601) ,

Welcome to the community.

Do you have a custom-field which you keep track of different regions?

comments: author: Bathalaraviteja
body: No


Tags: cloud
Jira Service Management and Jira Work Management are the same product?
Asked by Bel?n Fos:

Hey Community,

My name is Bel?n Fos and I had used Jira before but not with the new structure of Jira Service Management, Jira Work Management or Jira Software...

Currently, in my new company we are 6 people and we needed a tool to organise our work projects and we decided to create a cloud site in Jira and create all our projects there.

I created the projects in Jira Work Management because I knew that the licence was free for up to 10 people.

Suddenly I saw that we also had in our cloud site Jira Service Management.

I got a message telling me that I had to pay before 26 June 100 dollars for the users I had in Jira Service Management, but I am not really using Jira Service Management. And I decided to deactivate the Jira Service Management cloud account, which will be deactivated tomorrow.

What I am afraid of is losing all the projects I have been creating and working on for a long time.

I get the feeling that the Jira Service Management and Jira Work Management products are mixed up. Images attached below.

Why do I get Jira Service Management in the top left corner when I select Jira Work Management? I am worried that by deactivating Jira Service Management for not paying, I will lose all the projects I have been working on for a long time because these two products are intertwined.

Is there a problem with these two?

Thank you very much in advance.

All the best.

Bel?n

*** ** * ** ***

![Captura de Pantalla 2022-07-23 a las 8.26.44.png](https://community.atlassian.com/t5/image/serverpage/image-id/207621i9994B62C16D23592/image-size/large?v=v2&px=999 "Captura de Pantalla 2022-07-23 a las 8.26.44.png")![Captura de Pantalla 2022-07-23 a las 8.26.27.png](https://community.atlassian.com/t5/image/serverpage/image-id/207623iAEFFE028FD2BA197/image-size/large?v=v2&px=999 "Captura de Pantalla 2022-07-23 a las 8.26.27.png")![Captura de Pantalla 2022-07-23 a las 8.26.16.png](https://community.atlassian.com/t5/image/serverpage/image-id/207624i5D4435441C746770/image-size/large?v=v2&px=999 "Captura de Pantalla 2022-07-23 a las 8.26.16.png")


Answers:
author: Nikki DuBois
body: [@Bel?n Fos](/t5/user/viewprofilepage/user-id/4993197) I believe you have to purchase them separately but they do flow together in the templates.

* JWM: Always free for 10 users.
* JSM: Always free for 3 agents. Requesters and Approvers are always free with JSM too.


author: Malinda Butz
body: [@Bel?n Fos](/t5/user/viewprofilepage/user-id/4993197) We have a similar situation and the same issue. Were you able to resolve this issue with 3 user (JSM) vs 10 user (JWM) limits?


Tags: cloud
Hi there, Please help me with the steps for client holiday settings in Jira work management project.
Asked by sravanthi jira:

We are working on month end project in Jira work management, but unable to implement 1) client holidays through time to SLA - calender settings. 2) Is there any other way to implement the no.of days delay after assigning a assignee to the issue ({{now.diff(issue.created).days}}) - is not working as expected.


Answers:
author: Kalin U
body: Hi, Sravanthi. SLA goals and calendars don't work in Jira Work Management projects, only in Jira Service Management (Jira Service Desk).

What are you trying to accomplish? Flag issues that are overdue, notify assignees, report on late progress?
How to reorder statuses on board columns in Jira (Cloud based)
Asked by lorenz.schagemann:

Hi there! :)

We need to reorder the statuses on our boards.

I found already a description but, its not for cloud version: <https://confluence.atlassian.com/jirakb/how-to-reorder-statuses-on-board-columns-in-jira-1005792525.html>

How can i change it in JWM cloud?

Greetings

Lorenz


Answers:
author: Dave Mathijs
body: Hi [@lorenz.schagemann](/t5/user/viewprofilepage/user-id/4277403) ,

Have a look at the following documentation pages for Jira Work Management (JWM):

* [Workflows and statuses for the board](https://support.atlassian.com/jira-work-management/docs/workflows-and-statuses-for-the-board/)
* [Add, rename, or delete a column from your board](https://support.atlassian.com/jira-work-management/docs/add-rename-or-delete-a-column-from-your-board/)

comments: author: Sam Nadarajan
body: You should just be able to drag/drop


author: lorenz.schagemann
body: Hey Dave,

thank you for your answer.   
I already know that i can move the columnes via Drag and Drop... but only for each project itselfe.  
I want to move all the columnes of all the projects who use this workflow without touching every single projekt itselfe.  
I think this answer is not in the article, right?

Greetings  
Lorenz


author: Dave Mathijs
body: Correct, you'll need to change this manually for each board, this cannot be done in bulk.


author: lorenz.schagemann
body: But there must be a default setting for this.  
Cause even if i clone a project where i already reordered it, its again in wrong order in the clone.

Is there no way to do that?

Greetings  
Lorenz


author: Nic Brough -Adaptavist-
body: Technically, yes, you could rebuild all your workflows and being careful to create all the status in the "right" order - the default settings for the board is to put the oldest created status at the top of the column and the newest at the bottom, with the rest ordered as you'd expect.

But that's a lot of planning and work, and I wouldn't bother. Your only useful option is to manually reconfigure the boards, as you've discovered.


Tags: cloud
How to hide and show different projects depending on the user?
Asked by Frank Cecere:

Hello,

We are looking to hide projects from specific users but also allow them to see projects that are related to them. How can we go about doing this?

Will I have to create a different project schemes for each user that I want to disable / enable from seeing a project?


Answers:
author: Ajay _view26_
body: Hi [@Frank Cecere](/t5/user/viewprofilepage/user-id/4987399)

Projects can be hidden by setting user role permission

For team managed projects please refer to the documentation - <https://support.atlassian.com/jira-software-cloud/docs/manage-how-people-access-your-team-managed-project/>

Cheers

Ajay


Tags: cloud
Additional tab on create screen does not show up. Why?
Asked by Anette Noll:

Hi all,

I created a tab on the create screen scheme. But it does not apppear on the screen when I create a new issue. When I look under *Show fields* , the fields of the tab are not listed. But configurations seem to be OK accord. *Find your field*.

Hope someone can help me with this.


Answers:
author: Rilwan Ahmed
body: Hi [@Anette Noll](/t5/user/viewprofilepage/user-id/4198653) ,

Can you check if the screen in added to "Create" transition in the workflow ?

comments: author: Anette Noll
body: Thank you for response. In the meanwhile something weird happend. I integrated the tab yesterday but only today it appeared


Tags: cloud
Access reports from Portfolio new planning experience
Asked by Janakiraman S:

Hi,

We are using JIRA server with Portfolio plugin. Everytime we need to pull reports, do we have to switch to the Old planning experience? Is there a way to access reports from the New Planning Experience?

It is quite annoying to have to switch the Interface for pulling reports everytime.

Thank you for your feedback,

Janakiraman.


Answers:
author: Earl McCutcheon
body: Hello,

The Portfolio New Experience has moved away from the report structure that was a avaliable in the Live Plan interface [(Covered here)](https://confluence.atlassian.com/jiraportfolioserver/reports-816527564.html) which is no longer avaliable in the new view, in favor of sharable read-only versions of the roadmap as part of [the changes in the new experience](https://confluence.atlassian.com/jiraportfolioserver/overview-952623567.html) from the live plans as covered here:

* [Sharing roadmaps](https://confluence.atlassian.com/jiraportfolioserver/sharing-roadmaps-960719459.html)

Regards,  
Earl


Tags: advanced-roadmaps
Portfolio capacity view : no "Grouping: None" option
Asked by Velti Daniel:

Hi!  

I know more and more parts of portfolio, thanks for the support, what I got reading the articles and comments!  

Now I got another problem, what I don't understand...  

So, I have several projects and teams linked together in a portfolio.  
When I'm trying to check the capacity of the teams _together_ it is not possible: as you can see the is no "Grouping: None" option.  

I don't know, why. the sprints of the teams are having the same length, same name, os I don't understand, why it JIRA can't merge them together.  

Thank you, br

Daniel![Capture.JPG](/t5/image/serverpage/image-id/62762i59CCD65BEE805DC1/image-size/large?v=v2&px=999 "Capture.JPG")


Answers:
author: Rhys Christian
body: Hey Daniel,

Good question. Thanks for providing background on what you're trying to achieve. It sounds like you're looking for a way to understand your capacity allocations at a high level, across multiple teams.

Unfortunately this isn't a use case we currently support. Portfolio is only measuring the team's or individual's assigned scope and comparing it against their velocity. There's no functionality to aggregate these velocities and view the overall capacity across a team-of-teams.

This is a direction we'd like to take portfolio on our future roadmap for high level capacity planning/visualisation, though it will be a lot more complex for most use cases outside of yours. From the sounds of it, your setup would be the easiest for us to design for (w/ your well-managed and aligned sprints), but a large proportion of users don't have neatly aligned sprints so high-level roll-up of capacity is a lot more difficult.

To be honest, when we add future improvements to capacity it's not likely to be implemented into this older version of Portfolio. It appears that you're on a Server instance and I can speak on behalf of the Server version. We'll be considering this as scope candidates for future enhancements to Portfolio 3.0 (Check out this webinar for more info on 3.0: <https://www.atlassian.com/webinars/software/portfolio-for-jira-3-webinar>). However first we intend to go deeper on team capacity planning in the 3.0 experience before going higher-level.

Hope this is helpful.  
Cheers,

Rhys \| PM Portfolio for Jira Server \& Data Center


Tags: advanced-roadmaps

capacity
Jira groups vs Portfolio teams
Asked by Ron Grosberg:

Hi,

We are now exploring jira portfolio, and I find that I need to have two source of truths of the teams we have... I have to build the portfolio teams (we use the shared teams) and I need to have the same structure inside the Jira groups (in the user management) why? because I want to use the membersOf(...) in JQL so that if a task for some reason was not intercepted by our queries but is assigned to someone from a team, the team sees it....

So I need either to be able to sync a portfolio team from a user group, or to query teams in the JQL... otherwise I need to update both the team and the group every time there is a change in teams....

I this possible in any way? or am I misusing the tool? or is it on the roadmap?

Thanks!


Answers:
author: Ron Grosberg
body: anyone? any idea?


Tags: advanced-roadmaps

user-management
Missing earliest start date in Portfolio 3.x
Asked by Ralf Chaloupka Admin:

Dear Support,

after the update to Portfolio 3.x we miss the Option "earliest start date" Can you explain how we can Setup / configure to use this function in 3.x

BR

Ralf


Answers:
author: Earl McCutcheon
body: Hi Ralf,

The earliest start date option was removed in the new experience view for portfolio, some of the details on how the scheduling is rearranged in favor of target start and end dates can be seen here:

* [Changes in the improved interface](https://confluence.atlassian.com/jiraportfolioserver/changes-in-the-new-experience-961780550.html)

And if the "earliest start date" is required for your processes I would recomend to continue using the live plan view.

Also a feature request to add the functionality back in to the new experience is being tracked at the following link, if you have the time to do so I would recomend dropping a comment on the request providing some feedback on how this is impacting your teams and what you would like to see in the feature:

* <https://jira.atlassian.com/browse/JPOSERVER-2563>

Regards,  
Earl


Tags: advanced-roadmaps
Portfolio parallel tasks
Asked by Ralf Chaloupka Admin:

We have Teams with only one Person, and per Definition is a parallel work not allow. From time to time Portolio plan and calculate this resouce to a parallel work. Is this a configration Problem or a known Problem ?

BR

Ralf


Answers:
author: Earl McCutcheon
body: Hi Ralf,

Portfolio is going to attempt to schedule as much work as a user can complete based on the scheduling factors input for the user and issues. Described in more detail at the following links, noting one is for server and one is for cloud, but the two docs describe the same behavior in alternate ways and I recomend checking out both versions as the functionality overlaps between the platforms in this particular article:

* [Cloud documentation: Scheduling behavior](https://confluence.atlassian.com/jiraportfoliocloud/scheduling-behavior-828785428.html)
* [Server Documentation: Scheduling behavior](https://confluence.atlassian.com/jiraportfolioserver/scheduling-behavior-802170552.html)

To remove the ability for the user to be able to run parallel tasks I would recomend setting up dependencies on the issues so that the next issue cannot be scheduled until the first issue is expected to be completed. details on setting up dependencies can be seen here:

* [Managing Portfolio dependency settings](https://confluence.atlassian.com/jiraportfoliocloud/managing-portfolio-dependency-settings-828785188.html)

Regards,  
Earl


Tags: advanced-roadmaps