youngmon/atlassian-qna huggingface dataset:
how can i solve the error for migration portfolio?
Asked by kimiya majd:

I made a portfolio plan in privious version and last week upgrade the portfolio. Now the plan is in read-only mode and when i click on it. I face this error "Classical plans are no longer supported". How can i solve this problem? how can i find it on database and delete this portfolio?!

![portfolio.png](/t5/image/serverpage/image-id/77499i05679C623770DA34/image-dimensions/457x229?v=v2 "portfolio.png")


Answers:
author: Earl McCutcheon
body: Hello [@kimiya majd](/t5/user/viewprofilepage/user-id/3577578) ,

The Classic plans are being phased out and we have a full detailed guide on the steps to take to migrate from the classic plan to the Live plans or New planning interface in Portfolio 3.0 and later. The guide is viewable here:

* <https://confluence.atlassian.com/jiraportfolioserver/migration-guide-859479290.html>

The overall process is going to require re-building new plans linked back to the data on the issues. So you can just create new plans without accessing the old plan data if you already know how the plans were configured i.e. which projects were connected to what plan.

However, if you are not sure what the settings were previously you will want to downgrade portfolio to the previous version so you can access the classic plans to review the settings.

To downgrade to the older version of portfolio the steps are covered in ["This Guide"](https://confluence.atlassian.com/upm/downgrading-an-add-on-to-an-earlier-version-311918719.html) , and for portfolio specifically there will be 3 plugin components that exist and need to be removed, noting removing the plugins will not alter the data the data will remain unaltered in the database:

* Portfolio for Jira
* Portfolio plans
* Portfolio Team Management

Once removed, download the OBR file for the previous version of portfolio from the marketplace version list here:

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

Then manually upload the OBR to jira under the manage add-ons section of the admin settings and the downgrade will be complete.

Once you have the plans updated and migrated as covered in the Migration guide above you can re-upgrade portfolio to the latest version and you should be all set.

Let me know how it all goes of if you have any additional questions.

Regards,  
Earl


Tags: advanced-roadmaps
Sharing Portfolio roadmap in Confluence doesn't work
Asked by Lionel Roubeyrie:

I have followed the instructions from the [Sharing roadmaps](https://confluence.atlassian.com/jiraportfolioserver/sharing-roadmaps-960719459.html) documentation, and as an admin installed the Portfolio for Jira plans in Confluence app macro, but after copying inside the roadmap link, the result is a blank rectangle in my Confluence page. Is there some parameters to modify in the configuration?


Answers:
author: Emma Ysebaert
body: Hi Lionel,

Could you confirm for me what version of Confluence and what version of Portfolio for Jira you are using?

The macro only requires a valid confluence sharing url. As a sanity check, can you paste that copied confluence sharing url in a new browser tab and check that it renders correctly?

Emma

comments: author: Lionel Roubeyrie
body: Hi Emma,

After some search it was a authorization problem. Thanks for the reply


author: Kevin Paulus
body: Hello Lionel / Emma:  
I am also having the same problem. When I pasted the generated link into a new browser, the plan did render, so what is the authorization problem? Where would I look to adjust this issue?


author: Randy Bickham
body: I'd love to know what the authorization issue was as well. I'm currently only getting a blank page and I've tried to open this up as much as I can. Obviously I'm missing something. If I can't share the portfolio with my company execs, then the product is pretty worthless.


author: Robin Powell
body: I'm getting an "invalid link" error when I try to use this - the link is valid though, because if I paste it into a browser it works fine. What syntax is it looking for?


Tags: advanced-roadmaps
Re-including previously excluded scope
Asked by Warren Rowe:

Hi,

How do I re-include issues that I have explicitly excluded from the scope of a plan?

On a side note, how do I see which issues that have been excluded from a plan's scope?

Regards,

Warren


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

You can add them again going to Issue Sources section in plan configuration.

Click "Edit issue sources" and then hit Next until the "Confirm what's in scope" screen.

You select the issues you want back and hit Done.

Hope this helps!

comments: author: Warren Rowe
body: Thanks - exactly what I was after.

Regards,

Warren


Tags: advanced-roadmaps
How Can I see the Value of the "Free Capacity" On Capacity View
Asked by Lior:

Please Check This Issue, Thanks

![Capture3.png](https://community.atlassian.com/t5/image/serverpage/image-id/77318i163395CD912F3D03/image-size/large?v=v2&px=999 "Capture3.png")


Answers:
author: Danny
body: Hello [@Lior](/t5/user/viewprofilepage/user-id/3670158)

Could I ask that you give a few more details around your plan set up and configuration myself and others to triage?

How have you set up your team? Screenshots would be great as well.

Could you screenshot your plan configuration?

Also, is there a Jira Scrum board the sprints are being pulled from?

Thanks,

Danny

comments: author: Lior
body: Hi Danny,

Thanks for your replay

I tell you again that I need the value (free capacity) on the sprint Container (Like the picture)

![Capture5.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/77338i3CBD9D003B68108A/image-size/large?v=v2&px=999 "Capture5.PNG")![Capture6.PNG](https://community.atlassian.com/t5/image/serverpage/image-id/77337i333C32006F96FB2C/image-size/large?v=v2&px=999 "Capture6.PNG")


author: Danny
body: Hi [@Lior](/t5/user/viewprofilepage/user-id/3670158)

Unfortunately I am going to need further information to triage as I currently have found no method to replicate the issue.

How have you set up the Fcc Team Board Team?

I would like to know your plan's issue source/s?

Could you screenshot your plan configuration pages for *Scheduling* and *Working Days \& Hours*?

Thanks,

Danny


Tags: advanced-roadmaps

cloud
Displaying sprints in the improved view
Asked by joesoes:

Is there a way of displaying the sprints in a timeline somehow? Example:![Sprints.png](https://community.atlassian.com/t5/image/serverpage/image-id/76787i2A2B39840242DD48/image-size/large?v=v2&px=999 "Sprints.png")


Answers:
author: Earl McCutcheon
body: Hello [@joesoes](/t5/user/viewprofilepage/user-id/736998) ,

Thanks for reaching out, and currently this is not an option but it is coming down the pipeline.

The following Story is the main collection of features for Next-Gen projects, where subtasks of the main being Features a planned for development for a full list of planned features:

* <https://jira.atlassian.com/browse/JSWCLOUD-17392>

The direct feature you are looking for is one of the subtasks, and tracked at this link:

* <https://jira.atlassian.com/browse/JSWCLOUD-17926>

Make sure to add your vote to the feature to help with prioritization efforts as covered in the [Implementation of New Features Policy](https://confluence.atlassian.com/support/implementation-of-new-features-policy-201294576.html) , and you can also add yourself as a watcher to get updates when released.

Also we have the following Road map where we list the most recent released features as well as the next to be realized items currently under development that you can keep an eye on to see when this feature is closer to release:

* [Jira Next-Gen public roadmap](https://www.atlassian.com/roadmap/jira-software?_ga=2.152745788.48753703.1577109431-224201244.1567192911&_gac=1.117323124.1575475332.Cj0KCQiAz53vBRCpARIsAPPsz8XCXk4-vfDVfEedlfxGuxtxEaW3E2PitxvZ7nxqED076krQhJMOvVMaAnxJEALw_wcB)

Regards,  
Earl

comments: author: joesoes
body: Thank you, Earl. I got some help from Rhys Christian. I just had to add some changes in the view settings by changing to group by \> team and then enable the capacity checkbox.   
I'll have a look on your links as well.


Tags: advanced-roadmaps

server
Can't see resolved Epics in Portfolio Live Plan (Server)
Asked by Kelly Hayes:

this question is everywhere but I still have not found a solid answer. My filter certainly pulls resolved issues since I see them in the data grid titled "Scope". From the "More" drop down I have selected "Schedueled: This quarter" and Completed: Since September 1, but my timeline only starts showing issues in the current sprint.

In the Scope data grid, they have Target start and Target end dates. They have no Scheduled start and Scheduled end date. Is there anything i can do in order to show the Done / Resolved on the timeline?


Answers:
author: Crystelle S
body: Hi there, first level triage, for the tickets you are expecting to see, do they have a resolution? Or is it simply a status that indicates they are "done"

comments: author: Kelly Hayes
body: yes they do have a resolution. the Resolution is set to Done. Apparently the old Portfoli view does not show things from the past. how frustrating! The improved interface does, but the more Gantt chart view is not as appealing ast the Roadmap view of the old interface.


author: Crystelle S
body: Sounds like important feedback to add to Atlassian's dossier for the new Portfolio. I'm afraid you might have run into a design that needs improvement.


Tags: advanced-roadmaps

server
is there any means to export a roadmap from Portfolio to a non-Jira, non-Confluence user, e.g. as a
Asked by Julian Thompson:

In order to share roadmaps within the company, many of whom are non-Jira users, a method to export the roadmap in a format that looks presentable is important.


Answers:
author: Kirk J Gould
body: There is apparently an add on for Confluence. I haven't tried it, but you might look there first to share Portfolio Plans with Non Jira Users.

comments: author: ????? ??????
body: This is not working. Need rights to access Jira.


Tags: advanced-roadmaps
Jira Portfolio : Is there a way to save view settings of a plan ?
Asked by Dhaval Desai:

Hi team,

Here is the scenario :

Using portfolio, I have created a plan and by default it shows certain fields ( target start and end dates, status ) with certain width. Now I am adding additional columns ( due date, estimates ) and also resizing each field.

After this I logout.

Problem : Now when I open same plan from someone else's browser or other browser from my own machine, I don't see changes that I made to view of my plan.

Is there a way to set a save this view so that everyone in the team and I also don't have to do it again everytime when we visit this plan ?


Answers:
author: Jorden Van Bogaert
body: Hi [@Dhaval Desai](/t5/user/viewprofilepage/user-id/3676951)

In the top right, you find a button "Share". When you share the generated link with someone, the column settings will be included (I dont think column size is passed on, but the selected columns themselves are).

The shared columns may be collapsed, but they are in the view.

Hope this helps somewhat.

Kind regards  
Jorden

comments: author: Dhaval Desai
body: Thanks for your response. Yes, it helps but the way I share my portfolio with few other key people in the team is by giving them view and read permissions. They can open plan once they are logged into their Jira account. But when they do this currently, they don't see the same view.


author: Jorden Van Bogaert
body: Hi [@Dhaval Desai](/t5/user/viewprofilepage/user-id/3676951)

Mm, I understand, but I'm afraid that you can't save the view in the plan itself. This [feature request](https://jira.atlassian.com/browse/JPOSERVER-1749) may come close to what you try to achieve. I suggest voting on the request and adding a comment to specify your use case (I'd definitely mention working from a different pc or browser).

Kind regards  
Jorden


author: Dhaval Desai
body: Thanks Jorden. Will follow your suggestion.


Tags: advanced-roadmaps

server
How can I set a default for the fields that are showing
Asked by Ariane Voorbeijtel Cannenburg:

I want the tool to remember the fields I need. Now it only shows, target start, target end and status.

I also need progress (storypoints), release and storypoints. Now I have to select these fields first. Is there a way to set these fields as default? I have the same question for the view setting "show rolled up values"


Answers:
author: Ariane Voorbeijtel Cannenburg
body: Already found the answer, as soon as you created a plan and save the changes you made within a plan (after a autoschedule for example) it remembers the fields you choose to see.

comments: author: Ariane Voorbeijtel Cannenburg
body: turns out not to be the solution, so send this one back into the community:)


Tags: advanced-roadmaps

server
Installation issues /w Cloudflare and/or nginx reverse proxy
Asked by nealr:

I have a new Service Desk install, just did it this week. I found that many setup tasks completely misbehave when the domain is protected via Cloudflare's CDN. I've added a 10 user Core license in addition to the SD seats.

I did an ssh tunnel and accessed the system through just our on site nginx reverse proxy. This got Service Desk configured and I managed to get Draw.io done. Now I am trying to install Portfolio and it's just not working. The Installing dialog comes up, it appears to spend the right amount of time downloading, then it errors out.

Is this because Portfolio is only meant for Jira Software, and is not supported within Service Desk?


Answers:
author: Thomas
body: Hi [@nealr](/t5/user/viewprofilepage/user-id/3675133) ,

For the specifics of Portfolio for Jira, a good summary would be:

- It is not compatible with Jira ServiceDesk projects - at least not without some tinkering we would not recommend nor support.

- It does require Jira Software to be installed on your instance to work properly.

- For Jira Core compatibility you can have Jira Software installed without licensing it.

Hopefully, that helps with your installs and setup!

Cheers,

Thomas


Tags: advanced-roadmaps
If your admin has left the company how do we update me to be an admin?
Asked by Kim Corona:

If your admin has left the company how do we update me to be an admin?


Answers:
author: Laurie Sciutti
body: Hi [@Kim Corona](/t5/user/viewprofilepage/user-id/5472468) and welcome to the Community! Have a look [here](https://support.atlassian.com/trello/docs/changing-the-admins-of-a-workspace-or-board/#If-you--x27-re-not-able-to-change-admins-after-the-previous-admin-leaves).
can't find members page to deactivate profiles
Asked by ASPEN:

i need to deactivate a couple profiles so i can have only 10 members


Answers:
author: Dimitris Sylligardakis
body: Hi [@ASPEN](/t5/user/viewprofilepage/user-id/5501376) ,

From what I know, Trello has a feature to deactivate members, but it is only available for Trello Premium Workspaces.

On Trello Free Workspace, all members are automatically admins and there's no way to change that.

Here are your options to achieve the 10-member limit:

You can remove members from the Workspace completely. They will lose access to all boards and data within that Workspace. To do this, go to Workspace Settings -\> Members, and click the "Remove" option next to the member's name.

Trello Standard or Premium Workspaces allow you to have more control over members and permissions. You can have members who are not admins, and you can convert existing members to non-admins. This doesn't directly deactivate them but gives you more flexibility.

If you want to start fresh with only 10 members, you can create a new Trello Workspace and invite only those 10 people. You can then transfer any necessary boards or data from the old Workspace to the new one.

Hope this helps

comments: author: ASPEN
body: thank you. on my current board- i only have ten members though so why won't it let me work on the board anymore? i changed the ability of all the old members and it only shows 10 members now


author: Dimitris Sylligardakis
body: All I can think of is the following

1. **Member Roles and Permissions** :
   * Ensure that the members you have are properly assigned the correct roles. Sometimes, if roles are not assigned correctly, it might cause issues with board functionality.
2. **Browser and Cache Issues** :
   * Sometimes, browser cache or cookies can cause issues with how Trello functions. Try clearing your browser cache or using a different browser to see if the issue persists.
3. **Board Limits** :
   * Ensure that you are not exceeding any limits set by your Trello plan. For example, on the free plan, there might be a limit on the number of boards you can have.
4. **Team Members' Access** :
   * Double-check that all members have accepted their invitations and have proper access to the board. Sometimes, pending invitations can cause issues.


author: Caity
body: [@ASPEN](/t5/user/viewprofilepage/user-id/5501376) The limit applies to the entire Workspace, not just individual boards, so if you have 10 members on one board in the Workspace and then another board in the Workspace has additional members, or if there are other members of the Workspace itself, you would still be over the limit.

If you navigate to the Workspace members page following the instructions from [@Dimitris Sylligardakis](/t5/user/viewprofilepage/user-id/5311028), that will show you the collaborator count for your Workspace. If that says 10 but the Workspace is still read only, please let us know here.
Conseguimos escolher apenas 1 e-mail corporativo para ser Premium?
Asked by Vitoria Lenice Godoi Silva:

Aqui na nossa empresa utilizamos os e-mail corporativos no Trello, j? assinamos o Premium antes por?m veio cobrando por cada e-mail corporativo, mas gostaria de saber se conseguimos escolher apenas 1 e-mail para ser o Premium e os outros continuarem como gratuitos? Ou se ir? acontecer novamente de vir cobrando por cada e-mail corporativo. Precisamos de apenas 1 com mais de 10 integrantes em cada ?rea de trabalho, fico no aguardo, agrade?o.


Answers:
author: Mutya A
body: Ol? Vit?ria,

Premium ? uma atualiza??o para um espa?o de trabalho. Em vez de atualizar um usu?rio por vez, voc? atualizar? todo o espa?o de trabalho para Premium. Cobraremos apenas um membro se ele for membro/administrador do Workspace ou convidado de v?rios quadros. H?spedes de pens?o ?nica n?o pagam. Portanto, ? poss?vel ser cobrado por 1 e-mail (como administrador do espa?o de trabalho), ent?o o restante dos usu?rios s?o convidados de quadro ?nico (pertencem apenas a 1 quadro) nesse espa?o de trabalho Premium.

Saiba como funciona o faturamento do Premium: <https://support.atlassian.com/trello/docs/how-billing-works-with-trello-premium-and-standard/>

Se voc? quiser discutir isso com mais detalhes, crie um ticket em trello.com/support
Automatically added to card through Butler
Asked by Ayden Heinig:

I'm having a little issue where Butler is automatically adding me to other people's cards when it does an automation. I created automations for certain lists where the goal is whoever adds a card gets attached to it, so "add member @{username} to the card". The problem is **I** didn't add it, the butler automation did that I created did. Any ideas on how I can solve this issue?

![Screenshot 2024-05-20 103555.png](/t5/image/serverpage/image-id/324826i333B6C27A75EAFD2/image-size/large?v=v2&px=999 "Screenshot 2024-05-20 103555.png")![Screenshot 2024-05-20 103618.png](/t5/image/serverpage/image-id/324828iA11062A2A6EB9E1B/image-size/large?v=v2&px=999 "Screenshot 2024-05-20 103618.png")


Answers:
author: Mutya A
body: Hi Ayden,

Since you have created the automation, you can edit that automation and edit the last part under Actions:
> add member @{username} to the card

to
> add member @{creatorusername} to the card

If you use the above variable, the user that created the card will be added by the automation.

For more information: <https://support.atlassian.com/trello/docs/automation-variables/#Member-variables>

I hope this helps, but let us know if you have any questions!  
----------------  
If this post ***helps*** with your query, then please consider the **Accept answer** or **Like** button to help the other users find it more quickly.
Card payment
Asked by Ewelina Chura:

Hello,

Is it possible to hook up a debit card instead of a credit card?


Answers:
author: Dreamsuite Mike
body: Yes, so long as it is supported (Visa, Mastercard)

I am paying for my subscription with a business debit card

comments: author: Ewelina Chura
body: I connected my business debit card, but Trello rejected it for unknown reasons and tells me to contact the bank. Did you also have this problem?
Why when forwarding an email to Trello to auto create a card my templated card is not created
Asked by Louisa Major:

We have a number of boards which all have templates. We forward emails to the board which auto creates a card. However, we have one board where the card that is created is not the template we have created - why would this be


Answers:
author: milynnus
body: [@Louisa Major](/t5/user/viewprofilepage/user-id/5033112)

email to board does not use the template card.

comments: author: Louisa Major
body: it does on other boards


author: milynnus
body: [@Louisa Major](/t5/user/viewprofilepage/user-id/5033112)

That's does not make sense...unless someone had put some automation behind it.


author: Mutya A
body: Hi Louisa,

I'm not sure how automation can create a template card from an email to board feature but there is still a possibility that automation is somehow linked or if there is a Power-up that you're using that modifies this card.

Can you please create a ticket with us in Support at trello.com/contact. From there, please share the board link or link to a card that is created is not the template we have created so we can see if there are any automations in place. Please share a link to a card from another board that does not have this issue so we can compare.

Thanks!
Collapsable Lists - How to do it?
Asked by shaw:

Hi - I love the collapsable lists - but how do I do it?

I even opened a template with them, but it doesn't work on my boards.


Answers:
author: Dreamsuite Mike
body: Hi [@shaw](/t5/user/viewprofilepage/user-id/5483758)

Do you have Trello Standard or Premium? It is only available with paid subscription and it is not (yet) available on the mobile app...

[@Armitha Reddy Toorpu Ceema](/t5/user/viewprofilepage/user-id/4870458) I think this is a Trello question....


author: Armitha Reddy Toorpu Ceema
body: Hi shaw,

Could you please clarify me which platform are you using (Cloud, Datacenter)?

Thanks,

Armitha.
Invitation to my friends board does not work
Asked by Jens Fougner:

I already use Trello. When I click the invitation link in my email to my freinds board I get directed to my own boards. It is not poosible to open or see the board I am invited to. Anyone who can help me out?


Answers:
author: Caity
body: [@Jens Fougner](/t5/user/viewprofilepage/user-id/5501004) Are you seeing any message before you are returned to your own boards page? If your friend is using a free Workspace, one possibility is that the Workspace is already at the limit of 10 people collaborating in it. However, if that's the case, you should be seeing a message to this effect when you click on the invite link.

comments: author: Jens Fougner
body: No messages, but it seems like I get into the his borad for half a second before I get redirected to my own boards.

I can ask him if he has more than 10 collaborators, but I doubt it.


author: Sushant Verma
body: Hi [@Jens Fougner](/t5/user/viewprofilepage/user-id/5501004)   

Welcome to the community!  

If you are unable to access a Trello board after clicking an invitation link, there are a few possible reasons and solutions to consider:

1. Check your Trello account: Ensure that you are signed in to the correct Trello account that received the invitation. If you have multiple Trello accounts, make sure you are logged in to the right one.

2. Clear browser cache and cookies

3. Try a different browser or device.

Hope it will help!  

Regards,  
Sushant Verma