youngmon/atlassian-qna huggingface dataset:
Where is the export button on plan view improved interface?
Asked by veronika_penev:

I would like to export my data to excel or ppt from my portfolio plan - but i do not have a button or option anywhere to export the data - is this not available?


Answers:
author: Ashish Bijlwan
body: Hi All,

To export your Advanced Roadmaps plan data, follow below steps:

1. In Advanced Roadmaps, select **Share as** in the upper right corner of your plan, then choose **CSV**.
2. Select **Export to .csv**. This will generate a .csv file of the plan's data based on the current filters and hierarchy range applied to the plan.

Thanks


author: Ste Wright
body: Hi [@veronika_penev](/t5/user/viewprofilepage/user-id/2415106)

Depends if this is Cloud or Server/DC

Cloud:

1. Go to Reports on the right-hand side of the Plan
2. Choose a report with listed issue data (eg. Scope)
3. Export will appear as a button next to Share on the right-hand side - in line with the report drop-down

As far as I know in the new Server interface there is no option to export the data from Portfolio at the moment. There are also no options to download the schedule or similar to Powerpoint or an image.

For some of these you could screenshot the image (eg. Capacity) - or there might be an app to suit your needs on the [Atlassian Marketplace](https://marketplace.atlassian.com/)!

Ste

comments: author: Isabel Gomes
body: I am using jira cloud but I don't have the Export button:

![cenas-jira.png](https://community.atlassian.com/t5/image/serverpage/image-id/98308iDC0B528AE200166A/image-dimensions/439x79?v=v2 "cenas-jira.png")

although I was expecting to have: <https://confluence.atlassian.com/jiraportfolioserver/sharing-and-exporting-plan-data-960719459.html>


author: Ste Wright
body: Hi [@Isabel Gomes](/t5/user/viewprofilepage/user-id/2871906)

This question was from prior to Advanced Roadmaps being released in May 2020.

In Jira Cloud, there is no export function on the new interface yet but is in the works - see [this comment](https://community.atlassian.com/t5/Advanced-Roadmaps-articles/Portfolio-for-Jira-is-now-Advanced-Roadmaps/ba-p/1354906#M295) for clarification.

For now, you'll need to change back to the old interface to use export, as described in the original answer.

Ste


Tags: advanced-roadmaps

export
People availability in new UI (Server)
Asked by janis.bode:

Hi there,

I am checking out Jira portfolio these day and wonder, whether it is possible in the "improved UI", to schedule the availability time and times off for team members as it was in the classic UI.

Thanks a lot!


Answers:
author: Ste Wright
body: Hi

I don't believe it is - see [this page here](https://confluence.atlassian.com/jiraportfolioserver/changes-in-the-improved-interface-961780550.html) - see:
> Managing capacity
>
> Previously, you'd be able to plan the [individual capacity](https://confluence.atlassian.com/jiraportfolioserver/using-the-capacity-view-826889108.html) of your team members.
>
> In the improved interface, individual capacity planning is replaced by team capacity planning. When auto-scheduling a plan, the total capacity of a team to complete the work being scheduled will be taken into account. To do this, you must directly set [team capacity](https://confluence.atlassian.com/jiraportfolioserver/managing-teams-952623602.html) in your plan.

You can also see details in [this page](https://confluence.atlassian.com/jiraportfolioserver/future-releases-and-limitations-953663163.html) - see:
> **Shared people settings** -- Since individual capacity planning is not supported, any [configured settings](https://confluence.atlassian.com/jiraportfolioserver/configuring-the-availability-of-team-members-814212629.html) for **global availability and absences** and **team availability and exceptions** will not apply to plans with the improved interface.

It appears there are suggestions for this - for example, vote/follow this one: [JPOSERVER-2616](https://jira.atlassian.com/browse/JPOSERVER-2616)

Ste


Tags: advanced-roadmaps

server

user-interface
Portfolio API
Asked by naveenkumarudp:

Hi

I m using <https://docs.atlassian.com/portfolio-for-jira-server/REST/2.13.0/jpo/>

API to create a plan but it's throwing an exception,

is it possible to create a plan using API or it is read-only ??


Answers:
author: Earl McCutcheon
body: Hello [@naveenkumarudp](/t5/user/viewprofilepage/user-id/3837598) ,

Yes, the endpoint is currently read only, and we are tracking this update in the following two feature requests, the top one is directly related to creating a Plan via API and is linked to as a related issue of the second one that is a Ask from the portfolio Dev team as to what features end users want to see added to the portfolio API:

* <https://jira.atlassian.com/browse/JPOSERVER-2395>
* <https://jira.atlassian.com/browse/JPOSERVER-2322>

Regards,  
Earl


Tags: advanced-roadmaps

server
Where to set the default Story points size in Improved Interface?
Asked by Dongmei Li:

In classic UI, we can set the default Story Points size for unestimated Story or Epic, where is this in the Advanced Interface? there is only a choice of different estimation type, no default size settings anymore. please help. ![image.png](https://community.atlassian.com/t5/image/serverpage/image-id/90147i585952EAA19E323E/image-size/large?v=v2&px=999 "image.png")


Answers:
author: Ste Wright
body: Hi [@Dongmei Li](/t5/user/viewprofilepage/user-id/763571)

It doesn't appear auto-scheduling works the same way in the improved interface vs the live plans.

See [this help page](https://confluence.atlassian.com/jiraportfolioserver037/auto-scheduling-issues-975035937.html) for a comparison on how the two differ.

Ste

comments: author: Dongmei Li
body: thanks [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470) . I see. Though I do think that having it for improved interface is still useful since the Target end is not always there. and also setting the value one by one for the empty ones is not convenient. Hope Portfolio team consider that. There are some blocker issues preventing us from using the improved UI, this is one of them.


author: Ste Wright
body: You could check if there is a suggestion for this - or perhaps make one if there isn't!

See a list of Portfolio Server suggestions and bugs in [this list](https://jira.atlassian.com/issues/?jql=project%20%3D%20%22Portfolio%20for%20JIRA%20Server%22%20).

Ste


Tags: advanced-roadmaps

server
Can moving issues on Kanban reflect progression?
Asked by Ward_Ward:

I know that progress of an issue can measured using time based estimates, for example:

Start Date + End Date + Original Estimate + Actual time spent

I would like to know if it's possible to measure progress (and update in the progress column) by issues moving through the kanban board itself? For example: a four column Kanban where an issue moves through and the progress is updated 25%, 50%, 75% etc...

Thanks for any insights!


Answers:
author: Petter Gon?alves
body: Hello [@Ward_Ward](/t5/user/viewprofilepage/user-id/3849707)

Welcome to the Atlassian Community!

Can you please let us know if you are using a Next-gen or Classic project?

Please, allow me to bring you some concepts and questions so we can better understand we are on the same page here:

I'm afraid that the time tracking functionality can only be measured against the own time tracking fields (Time Spent, Original estimate, etc) and not in a "per status/column" base.

However, you can [create a custom field](https://confluence.atlassian.com/adminjiracloud/configure-a-custom-field-991923771.html) to add any other type of estimation, as a percentage that is updated based on the status of the issue (Using the automation feature under project settings \> Automation) in case you are only looking for a display of your issue progress based in the status of the issue itself.

That being said, maybe the custom field option would not be useful if you want to use Jira reports based on the custom field values.

Can you please give us more details about the goals and scenario you are looking for so we can provide you with more details and other suggestions to achieve your need?


Tags: advanced-roadmaps

cloud
Adding a New Hierarchy called "Theme"
Asked by DEAA Tools [Steve Masturzo]:

Hello,

we have been actively using Portfolio for over 2 years. Currently we have hierarchy as Initivative -\> Feature -\> Epic. Some of teams want to add "Theme" as a new Issuetype and at the top level of hierarchy. Will this impact any functionality of the other users who do not want to see this change. I know hierarchy for portfolio is global and cannot be set on project level. Please advice.

Thanks


Answers:
author: Ste Wright
body: Hi [@DEAA Tools \[Steve Masturzo\]](/t5/user/viewprofilepage/user-id/1082112)

It shouldn't be an issue if added to the top of the hierarchy.

It's true that all plans will now have Theme in them - although users can choose to view from Initiative downwards, meaning for those who don't want Theme this should have minimal impact.

From an issue perspective - it would mean users could relate their Initiatives to any created Theme via the Parent Link. You could check compliance here through issue searches.

If you want to discourage creation of them in projects who do not see a need for them, you could just add Theme to projects' Issue Type Schemes who want them, meaning certain projects would not have the option to create them?

Ste


author: Thomas Towkach
body: If the other teams don't use Themes I don't see a problem(eg, they may have the option available, just don't use it. The hierarchy down should work as before,


author: Ravi Sagar _Sparxsys_
body: The hierarchies are global and the issue types will be mapped to it will be reflected in all the plans using it.

Ravi


Tags: advanced-roadmaps

server
Auto-scheduling past due date
Asked by Aravind Vasudevan:

Hi,

I have the following set of tasks (tracking my own tasks towards a project I am working on).

![jira_misschedule.png](/t5/image/serverpage/image-id/89192i066EF5E908091147/image-size/large?v=v2&px=999 "jira_misschedule.png")

As you can see, the first highlighted task has an estimate of three days and the lowest priority. The second highlighted task has an estimate of one day and has a higher priority (2) and a due date of 08/Apr. However the auto-schedule algorithm for some reason doesn't give me the correct schedule. It just needs to give more priority to the second task and I will have what i want.

Can someone explain what is going on? How do I force the scheduling algorithm to obey certain constraints about the start and end dates of a task? I know that the older UI had options to set earliest start/end date for tasks. I am looking for a way to enforce these in the new improved UI.

Thanks,

Aravind


Answers:
author: Bernhard H_
body: Hi Aravind,

this is the normal behavior! The scheduler doesn't take the ranking into account with the highest priority. The ranking has some influence, but in case there are no further constraints like dependencies to other issues, it tries to schedule an issue as soon as possible considering the team capacity. This has some benefits, especially related to issues which are having other constraints like dependencies or fixed release start dates and are to be scheduled in the far future where the exact backlog sequence is not that important at the moment. So, you don't have to take care about the correct ranking at the moment, what you would have to do in case the scheduler would follow strictly the ranking.

But, this behavior has also some considerable disadvantages in the "near field", because as soon as the constraints are gone, e.g. blocking issues are closed, you observe the effect you see which causes then some troubles:

1. Issues which are already in progress are suddenly are "overtaken" by not started issues and are planned in the future
2. In case you have, for whatever reasons (e.g. a delivery from outside your plan from another teams), to start in the future, you are not able to nail the date, which is an anchor for activities in your team down.

In the old interface (former Protfolio4JIRA, Live plans v2.x) you can work around these problems using the feature "Earlies Start Date" which prevents the scheduler to calculate an issue too early.

In the new planning interface (v3.x) this feature was removed. It is also killing for us!

There is a feature request to bring this feature back: <https://jira.atlassian.com/browse/JPOSERVER-2563>

Please vote for it if you are interested in this feature.

Best regards,

Bernhard


Tags: advanced-roadmaps
Progress based on children count
Asked by Diogo Ribeiro:

Hi,

Is it possible in Portfolio for Jira Cloud to display progress based on children count?

We don't want to consider story points or hours, but the number of completed children versus total children.

Thanks in advance,

Diogo


Answers:
author: Ste Wright
body: Hi [@Diogo Ribeiro](/t5/user/viewprofilepage/user-id/876106)

Not that I know of - estimates (and therefore progress) are tracked by points or time.

You could just give each issue a story point of 1 and track the number of issues that way? That would provide the same result.

Ste

comments: author: Diogo Ribeiro
body: Actually we're already using story points and each team as its own scale. That's why I was searching for children count to be independent of the team's scale.


author: Ste Wright
body: Hi [@Diogo Ribeiro](/t5/user/viewprofilepage/user-id/876106)

That will limit your options in Portfolio due to its concentration on estimates / capacity.

You should be able to utilise a Dashboard Gadget to do this - such as the two-dimensional statistics gadget - but not in Portfolio as far as I know.

Ste


author: Diogo Ribeiro
body: :(

Thanks for your help [@Ste Wright](/t5/user/viewprofilepage/user-id/1166470)


Tags: advanced-roadmaps

cloud
Is there a way to remove weekends from being counted in a sprint?
Asked by Katerina Zacharakis:

When assigning someone 10 days for a task, the plan in portfolio counts the weekend as working days, so if they start on the 1st they will finish on the 10th. Is there any way to remove weekends from the picture so that it will only count the working days and inside go from the 1st to the 12th?


Answers:
author: Heath Holcomb
body: What "plan"? Where?


author: JimmyVanAU
body: Hi Katerina,

Welcome to the community. You can configure the working days by:

1. Selecting your plan and ... located next to your plan name
2. Click Configure \> Working hours and days.
3. Define the length of a working day.
4. Define how many working days your plan will have in a week.

The documentation is here: <https://confluence.atlassian.com/jiraportfoliocloud/configuring-working-hours-and-days-828785191.html>

It's also worth looking at the working days configured for your individual boards so the teams can see what's happening too. Read more here <https://support.atlassian.com/jira-software-cloud/docs/configure-working-days/>

comments: author: Jari Kinnari
body: Hi!

I have a same problem. But I didn't find that kind of option under the configure to change working days. And board calendar setting were not affected to plan schedule


Tags: advanced-roadmaps

cloud
How to view sprints in the new portfolio plan interface
Asked by Katerina Zacharakis:

In the old interface you used to be able to see your sprints under the months. We're now using the new interface and would like to see the same thing. However, the only option I've found to view sprints just groups the tasks together and viewing them in a drop down option rather than viewing the sprints on the top and seeing all the task.

Is there an option to see the sprints under the months again?


Answers:
author: Roi Fine
body: Hi [@Katerina Zacharakis](/t5/user/viewprofilepage/user-id/3842566) ,

Thanks for your feedback. Try to group by a team and see if it works, make sure the teams' are collapsed. You can also check the docs here: <https://confluence.atlassian.com/jiraportfolioserver/understanding-team-capacity-974360319.html>

Roi


Tags: advanced-roadmaps
Child issues are not completing story
Asked by Kristopher Estrada:

I have a story with child issues. As I mark child issues done I expect the complete progress % on the story to go up but it remains at 0% complete. Is my setup wrong?


Answers:
author: Ashkan Malekly
body: HIii [@Kristopher Estrada](/t5/user/viewprofilepage/user-id/3841544)

Have you check the resolution of child's. Cause the resolution must no be empty

comments: author: Kristopher Estrada
body: Thank you for the reply [@Ashkan Malekly](/t5/user/viewprofilepage/user-id/2916361)

I don't see where to resolve the child tickets. Is this a project setting or a setting above all projects?


author: Ashkan Malekly
body: When you transit your issue to for example "done" status, for completing the issue you must define a resolution for it like done, investigate, won't do , .... resolution is like field, if don't see that, you should add it to your screen ( you can add the resolution field on close issue transition (e.g in progress to done transition) and if you don't have screen on transition you must add a screen and then add resolution field to it and I suggest you to make the resolution field as mandatory by add the field in validator ( required field) on your transition. So if you want to this for all of your workflow you should go to setting above all projects


Tags: advanced-roadmaps

cloud
Button to post comment is invalid
Asked by OLEIL?ES:

I am simply trying to make a button that posts a comment with a plain text, and I get the error "invalid automation" anytime I press it.

The original idea is to post a comment that also references custom fields, usind {{%name}}, however, the automation is invalid EVEN with plain texts, no matter what.


Answers:
author: OLEIL?ES
body: Couldn't fix it, however, got a way around by making an automation instead of a button.


author: Summer Hogan
body: Welcome to the community [@OLEIL?ES](/t5/user/viewprofilepage/user-id/5507590) and glad you fix it!
creating automations from one workspace to another
Asked by Amy Cook:

I am looking to move over to trello from asana but before I do want to ask. I have a board with all my tasks but alongside this boards for each client however is there a way to link tasks between workspaces/boards.

For example, if I have a client workspace with a board and I put a task here for me. Is there a way I can link this task to automatically go into another workspace on another bord?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Amy Cook](/t5/user/viewprofilepage/user-id/5507564) Welcome :) yes, it is possible to create automations across multiple boards! Give it a try!

```
when a card is added to the board, copy the card to the top of list "To Do" on board "My Tasks", and link the cards together.
```

You can filter the trigger so only certain cards get copied, or, maybe you only want them to copy over when the cards reach a certain stage, rather than being copied immediately. For example:

```
when a card is moved to list "Ready", copy the card....
```

<br />

Just note that when you do this, it creates a completely new card (Trello term for "task") on the other board. It's not like Asana which allows you to "multi-home" tasks within different projects. It's a completely different card, so updates made to one will not reflect on the copy.  

If you want to create a true "mirror" of the card, you would need to use a power-up (add-on) to build this added functionality. A common workflow I've set up is consolidating multiple boards into one master board using [Unito](https://trello.com/power-ups/595e989fa8f137d2af456fd4/board-sync-by-unito). This allows you to automatically sync cards into one main board, and updates will sync back, allowing you to just work out of one place.

comments: author: Amy Cook
body: Hey, thanks for this. And so I have automation across boards but I wondered if it was possible across workspaces. So one workspace board to another.


author: Hannah Humbert - Simpla Workflows
body: Yep, it applies if the boards exist across different workspaces ?


author: Amy Cook
body: ow ok cool thank you. I will have a look and if get stuck jump back here.


author: Hannah Humbert - Simpla Workflows
body: [@Amy Cook](/t5/user/viewprofilepage/user-id/5507564) Just checking in to see if this has answered your question? If so, please click the "Accept Answer" button.
Automatisation Enebled
Asked by Barbara Lescrauwaet:

We have created a workspace with templates. When there is a new project, the board is copied from the template workspace and pasted into the workspace of the new project. Automations are linked to the board or list. These are copied, but are automatically disabled. We then have to manually set this to enable. How do we ensure that the automation is also automatically enabled?


Answers:
author: Hannah Humbert - Simpla Workflows
body: [@Barbara Lescrauwaet](/t5/user/viewprofilepage/user-id/5507450) what you're experiencing is the expected behaviour - when creating a board from a template, the automations won't be enabled by default. Automations exist at the user level, not the board level, so you as the user would need to be a member of the new board and enable the different rules on this new board. To help speed things up, I'd suggest using a command library: <https://support.atlassian.com/trello/docs/working-with-command-libraries/>

comments: author: Hannah Humbert - Simpla Workflows
body: [@Barbara Lescrauwaet](/t5/user/viewprofilepage/user-id/5507450) Just checking in to see if this has answered your question? If so, please click the "Accept Answer" button.
How I can cancel the free subscription on trello?
Asked by venera_miloshevska:

How I can cancel the free subscription on trello?

I am using Trello for tracking project on university. I needed only to download a csv file of my board and I want to cancel it.

When I am going to workspace settings and then to Billing I cannot cancel it


Answers:
author: Summer Hogan
body: Hi [@venera_miloshevska](/t5/user/viewprofilepage/user-id/5507614) - Welcome to the community! Are you going to the billing page on the web version of Trello? It won't be available in the app. Just to reiterate on the instructions on the web version, expand the sidebar and click Settings \> Billing. Click the "Cancel" link at the bottom of the page (I noticed you have to scroll down to see the "Cancel" button). If this does not work, be advised that after 14 days your free trial will be cancelled if you do not enter a credit card.


author: Summer Hogan
body: Hi [@venera_miloshevska](/t5/user/viewprofilepage/user-id/5507614) did this help you? If so, can you please accept my answer as that helps me. Thank you!
Can't change email address
Asked by Emma Hill:

I need to change the email address on my account but when I try to verify my new email address it say my password is incorrect. I have tried changing the password but that doesn't work either. Any ideas?


Answers:
author: Lara
body: Hi Emma,

Thanks for reaching out!

Just to confirm, are you entering the Atlassian password to your original account?

You'll need to enter that password to confirm the change.

Lara  
The Trello Team


author: Vronik
body: Hi

Look at this

<https://support.atlassian.com/trello/docs/changing-an-email-address/>

Verify that you have completed all the steps